比特币，突破120000美元

Core Viewpoint - Bitcoin is approaching its historical high, driven by factors such as Trump's approval for U.S. pension plans to invest in cryptocurrencies and potential tariffs on gold bars [3][4]. Group 1: Bitcoin and Ethereum Price Movements - Bitcoin has seen a 24-hour increase of 3.33%, surpassing $121,000, while Ethereum has risen to $4,350, marking a 78% increase since July [3]. - Institutional interest in cryptocurrencies is growing, with Bitcoin reserves valued at $113 billion and Ethereum-related investment tools accumulating approximately $13 billion [3]. Group 2: Market Sentiment and Economic Outlook - Positive macroeconomic outlook continues to support risk assets, including cryptocurrencies, with expectations that Bitcoin will break its historical high this month [4]. - The correlation between Bitcoin and the Nasdaq has strengthened, indicating that Bitcoin's recent price movements are influenced by trends in risk assets [5]. Group 3: Federal Reserve and Inflation Expectations - Optimism regarding potential interest rate cuts by the Federal Reserve is driving the U.S. stock market, with focus on the upcoming consumer price index report [6]. - Any weaker-than-expected inflation data could enhance the likelihood of rate cuts as early as September [6]. Group 4: Market Dynamics and Future Projections - The current bullish trend in cryptocurrencies is expected to continue, with projections suggesting Bitcoin could reach $150,000 by the end of the year [6]. - However, some investors are adopting defensive strategies in anticipation of higher-than-expected inflation data, which could lead to market volatility [7][8].