比特币和黄金本周实现大幅反弹，摆脱数月的低迷困境。1比特币周五升至77000美元以上，本周涨幅超过20%，突破此前困顿的67000美元阻力位；黄金周五升至4661美元。1这轮上涨由多重因素驱动，其中美国财政部的市场干预和加密货币政策推动成为关键催化剂。
美国财政部长斯科特·贝森特周三宣布将长期国债购回规模至少增加一倍，以应对债券市场的剧烈波动。2此举背景是10年期美国国债收益率飙升至4.74%，创一年多来最高点，推高了抵押贷款率和整体借贷成本。2同一天，特朗普敦促国会推进加密货币立法，称此举将"让我们领先中国，领先其他所有国家"。1特朗普还表示自己去年从各类加密资产中赚取约12亿美元。1这些利好消息引发美元下跌，投资者转向黄金和比特币等替代资产，超过40亿美元的加密货币空头头寸在本周被平仓。1
这次反弹标志着两种资产长期颓势的扭转。比特币从1月高点约95000美元跌至6月底低于60000美元；黄金则从1月高点5300美元以上跌至6月约4000美元。1与此同时，美国国债突破40万亿美元历史高位，仅用5个月时间便从3月的39万亿美元高点上升。1
Bitcoin and gold experienced a remarkable rebound this week, as investors fled the turbulent bond market and positioned themselves for anticipated shifts in cryptocurrency regulation.1 Bitcoin broke through its stubborn resistance level of $67,000, trading above $77,000 by Friday, while gold reached $4,661 on the same day.1 The dual rally represented a dramatic turnaround for both assets, which had endured significant declines from their January highs—Bitcoin fell from approximately $95,000 to below $60,000 by late June, while gold dropped from above $5,300 to around $4,000.1
The surge stemmed from two converging developments. The U.S. Treasury announced on Wednesday that it would at least double its program of repurchasing longer-term bonds in response to skyrocketing debt yields.12 The 10-year Treasury yield reached 4.74 percent, marking its highest level in over a year, as the nation's total debt surpassed $40 trillion—a milestone reached just five months after hitting $39 trillion in March.12 This announcement coincided with a sharp decline in the U.S. dollar, prompting investors to shift toward alternative assets. On the same day, President Trump urged Congress to advance cryptocurrency legislation, stating that such measures would "keep us ahead of China, ahead of every other nation."1 Trump also disclosed that he earned approximately $1.2 billion from various cryptocurrency assets last year.1
The policy momentum accelerated positioning in crypto markets. Over $4 billion in short positions were liquidated in cryptocurrency futures throughout the week as traders reversed bearish bets.1 The Commodity Futures Trading Commission chair Mike Seligman pledged to "use every tool available" to advance the Trump administration's agenda, signaling regulatory support for the cryptocurrency sector.1
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