川普欽點的「AI 與加密貨幣沙皇」David Sacks 公開喊話美國應該「宣告勝利然後撤出」伊朗戰場,並警告繼續升級將是災難性的。
(前情提要:戰爭陰影下,加密市場再度淪為驚弓之鳥?)
(背景補充:讀懂川普的「戰爭劇本」,投資者必須知道的十個訊號)
美國打完了嗎?還是打得有點後悔?
3 月 13 日,川普的核心圈子裡傳出了一個耐人尋味的聲音。David Sacks,就是被川普親自欽點、掌管 AI 與加密政策的「加密沙皇」,在 All-In Podcast 上表示美國應該「宣告勝利,然後撤出」。
他警告,如果繼續打下去,結果會是「catastrophic」災難性的。
他在怕什麼?
David Sacks 說的後續發展,聽起來真的很嚇人。
他表示伊朗若要報復,最直接的目標是海灣國家的石油設施,以及海水淡化廠。
阿拉伯半島大約有 1 億人口,喝的水來自海水淡化。一旦設施被打,不是電費漲、不是油價跳,是人沒水喝。這不是戰爭升級,這是中東的人道危機。
繼續打,輸的不是戰局,而是整個中東的穩定,然後是全球能源,然後是每個人的荷包。
所以他的主張很清楚,美國找破口進行停火協議,談完,走人。
這跟你的比特幣有什麼關係?
這場衝突爆發之後,BTC 一度跌破 63,000 美元,加密市場整個龜縮。但就在川普 3 月 13 日發布「勝利訊號」之後,BTC 馬上反彈逼近 74,000 美元,單日漲超過 5%。
市場根本不在乎誰贏了戰爭,市場只在乎這場衝突什麼時候結束。
現在 David Sacks 公開喊撤,等於是往停火方向又推了一把。分析師的說法是,如果美國停火真的成真,BTC 有機會衝上 72,000 到 80,000 美元。
「沙皇說別打了」這句話,比很多鏈上資料還直接影響行情。
當然,川普自己還沒有明確宣布停火。David Sacks 是白宮顧問,還不是管軍事的,不是決定的大咖。但他願意在公開節目上講這種話,本身就是個訊號,白宮內部已經有人在計算退場成本了。
美國是不是後悔了?不知道。反正川普家做空還是能賺。

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