紐約股市週一盤前交易階段，加密貨幣相關個股震盪走揚，多檔產業龍頭標的迎來強勁反彈。市場分析師表示，上週美股區塊鏈板塊歷經大幅拋售，本次盤前反彈主要受惠比特幣價格強勁回升，加上市場預期大型機構將加碼布局，雙重利多帶動行情。

在加碼預期加持下，現貨比特幣盤中一度飆漲3.8%，寫下今年4月以來單日最大漲幅。全球持有比特幣數量最多的上市企業Strategy Inc.（前身為MicroStrategy）高層近日於社群平台釋出訊號，暗示公司持續擴增數位資產配置。這番說法快速化解先前市場因該公司小幅減持產生的流動性疑慮，直接帶動多方信心回溫。

多數產業研究機構看法一緻：近期全球數位資產市場飽受總體流動性收緊、監管調整雙重壓力，但產業核心企業仍透過囤積庫存、完善基礎設施等方式穩定營運基本面。在龍頭企業加碼預期的綜合效應下，區塊鏈板塊短期抗跌力道與反彈動能充足；惟數位資產波動性偏高，跨國資金後續進出動向仍須持續觀察。

Cryptocurrency-linked equities fluctuated higher during Monday’s U.S. pre-market session, with leading sector names staging a strong recovery. Market analysts noted that the U.S. blockchain sector endured heavy sell-offs last week, and the pre-market rebound was largely fueled by a sharp Bitcoin price recovery and rising expectations of increased institutional buying.

Buoyed by acquisition expectations, spot Bitcoin surged as much as 3.8% intraday, marking its steepest one-day gain since April this year. Executives at Strategy Inc. (formerly MicroStrategy), the world’s largest publicly traded Bitcoin holder, recently signaled via social media plans to further expand its crypto asset holdings. This statement quickly eased liquidity fears sparked by the firm’s minor prior sell-off and reignished bullish sentiment across the market.

Industry analysts widely agree that while the global digital asset market faces headwinds from periodic macro liquidity tightening and adjusted regulatory policies, key industry players are stabilizing fundamentals by expanding reserve holdings and upgrading infrastructure. Combined optimism over major firms’ buying plans gives the blockchain sector solid near-term resilience and rebound momentum. Still, digital assets carry extreme volatility, so cross-border capital flows in the sector need close monitoring going forward.