Bitcoin、Nasdaq 投資人正在慶祝，而美國消費者卻感到悲觀

📄完整原文· 由 trafilatura 自動擷取5327 字

Bitcoin, Nasdaq investors are celebrating, while U.S. consumers turn gloomy Bitcoin and Nasdaq have rallied sharply, but U.S. consumer sentiment has fallen to historic lows, highlighting a widening Wall Street–Main Street divide. What to know: - BTC and Nasdaq have been rising lately, generating paper gains for American investors. - Consumer sentiment still has dropped to record lows. - Analysts say the widening gap between Wall Street and Main Street reflects how crypto and equities are increasingly shaped by institutional capital and long-term innovation cycles rather than everyday household finances. Major financial assets and the American consumer are moving in opposite directions, telling two very different stories about the U.S. economy. Bitcoin, the leading cryptocurrency by market value and a macro asset, jumped 11.8% last month, the largest gain since April 2025 and has since extended the rally by nearly 6% to $80,700, CoinDesk data show. This upswing has come alongside record risk-taking on Wall Street, as the tech-heavy Nasdaq index has jumped 22% since April 1, hitting a lifetime high of 23,235 points. The broader index, S&P 500, has rallied over 12% to 7,398 points, according to data source TradingView. The combined rally in stocks and crypto is normally expected to lift the spirits of the American consumer, who is known to invest in both assets. Reports suggest approximately 30% of American adults, or 70.4 million people, own cryptocurrency. Further, on average, 62% of adults have owned stocks since 2023. But that's not the case, as highlighted by the University of Michigan's closely watched survey of consumers released Friday. The survey posted a preliminary record-low reading of 48.2 points, down 7.7% from a year ago and extending the decline from April's reading of 49.8 points. In simple terms, the American consumer is more downbeat than ever, and it's mainly due to inflation fears. One-third of respondents cited gas prices as the biggest concern, and another one-third cited tariffs. The growing disconnect between Wall Street and Main Street reflects two very different economic realities, according to Alvin Kan, COO at Bitget Wallet. "Institutional capital continues flowing into AI, semiconductors, and digital assets, pushing the Nasdaq and Bitcoin higher as markets price in long-term productivity growth and technological transformation. At the same time, consumer confidence remains weak as households continue dealing with inflation, high living costs, and economic uncertainty. In effect, markets are trading the future while consumers are still focused on present-day financial pressure," Kan told CoinDesk. An AI capex boom and strong corporate earnings from mega-cap tech companies have driven the Nasdaq rally, stoking demand for other emerging technologies such as bitcoin. The U.S.-listed spot ETFs have pulled in billions in recent weeks amid the Nasdaq rally. "This divergence is being driven by strong tech earnings, sustained ETF and institutional inflows into Bitcoin, and the growing role of digital assets as both growth and diversification plays. It also shows how crypto is increasingly tied to macro liquidity and innovation cycles instead of purely retail sentiment," Kan said. Bitcoin and Nasdaq are known to share a strong positive correlation. The crypto market began as a grassroots movement, often moving independently of Wall Street and traditional financial markets. But the rapid institutionalization following the launch of spot ETFs two years ago has made its price action increasingly correlated with broader equity markets. That shift in how investors view BTC, decoupling it from Main Street sentiment, is evidence of the fading promise of financial democratization, according to Markus Thielen, founder of 10x Research. "The democratization of finance was once one of crypto’s defining promises, yet reality has moved in the opposite direction. Wealth remains heavily concentrated in the hands of a small minority, a trend that is even more pronounced in the US stock market, where gains have increasingly accrued to the wealthiest participants," Thielen told CoinDesk. What next? When rising costs squeeze households, it may seem natural to expect markets to align with the dour sentiment on Main Street. But that's not necessarily promised. "This gap is expected to persist," Gracy Chen, CEO of Bitget, said. She added that digital assets are increasingly diverging from traditional cycles and attracting fresh capital seeking asymmetric returns, suggesting promising long-term structural growth. "While risks such as monetary policy tightening, geopolitical macro events, or regulatory shifts could add near-term pressure. However, the emerging ecosystem is maturing and becoming a core tool for diversification and active risk management in volatile markets," she noted. More For You BTC briefly topped $82,400 before slipping below $81,000 as traders repositioned around CME futures open and geopolitical risks rattled markets. What to know: - Bitcoin surged from $80,700 to $82,400 before reversing as CME futures and U.S. equity markets reopened. - Iran tensions boosted oil and the U.S. dollar, adding pressure to crypto and broader risk assets. - CoinDesk 100 fell 1.5% Monday while the bitcoin-heavy CoinDesk 5 dropped 0.6%.

資料狀態✓ 已擷取全文閱讀原文（CoinDesk）

🔍歷史類似事件· 關鍵字 + 標的比對6 則

2026-05-10

比特幣價格展望：BTC 守住 $80K，市場動能開始升溫

相似度 330%標的 BTC關鍵字 bitcoin/while

2026-05-01

Trump 表示伊朗衝突結束，Nasdaq 創下歷史新高，BTC 上漲 2.5%

相似度 330%標的 BTC關鍵字 bitcoin/nasdaq

2026-05-01

5 月份 BTC 技術圖表轉為看跌——BTC 會再次下跌嗎？

相似度 330%標的 BTC關鍵字 turn/bitcoin

2026-04-29

大多數加密貨幣投資者認為 Bitcoin 被低估：Coinbase 調查

相似度 300%標的 BTC關鍵字 bitcoin/investors

2026-04-29

Bitcoin 面臨「數月來最關鍵的一週」，正值 $76,000 重新測試之際——投資人該擔心嗎？

相似度 300%標的 BTC關鍵字 bitcoin/investors

2026-04-28

隨著 Bitcoin 在 $80,000 下方動能減弱，加密貨幣交易員轉趨謹慎

相似度 300%標的 BTC關鍵字 turn/bitcoin

💡 目前用關鍵字 + 標的比對（MVP）· 之後會升級為 embedding 語意搜尋

原始資訊

ID：db2e7750eb

來源：CoinDesk

發佈：2026-05-11 07:05:03

分類：一般 · 導出分類 neutral

標的：BTC

社群投票：+0 / −0 · ⭐ 0 重要 · 💬 0 留言