作者：Ben Strack，Blockworks；编译：五铢，金色财经
数字资产与其他资产并不完全一样。这也是它们吸引许多人的部分原因——但也可能引发困惑。
随着越来越多的投资者寻求多元化和对冲机会，试图量化 BTC 与其他资产类别之间的关系变得越来越普遍。
富时罗素 (FTSE Russell) 最近的一份报告中有一个明确的发现：自 2020 年以来，比特币和以太坊回报与风险资产的滚动相关性急剧上升。
如果我们特别关注 BTC，那么由美国大盘股组成的罗素 1000 指数与该资产的相关性为 0.58。BTC 与美国金融股和美国科技股的相关性几乎同样强，分别为 0.53 和 0.52。
自大流行以来，BTC 与美国高收益信贷（最具“风险”的固定收益资产类别）之间的相关性为 0.49。
在大流行爆发（刺激通胀和货币紧缩）之前，所有这些相关性都更接近于零。
7-10 年期美国国债在新冠疫情后与 BTC 的相关性没有显著提高，这是相当独特的。而美元是这些年来唯一与 BTC 和 ETH 呈负相关的资产。
尽管比特币经常被拿来与黄金比较，但后大流行时代的 BTC-黄金相关性仅为 0.15。
报告指出，BTC 的高波动性（以及避险和保值特征在金融市场中的重要性不同）可能会掩盖这些资产回报之间的“真正相关性”。
它补充道：“但真正的相关性可能只是很低，反映了比特币和 ETH 主要是风险资产，而黄金作为‘避险’资产有着悠久的交易历史，即使它们确实具有一些共同的保值特征。”
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