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[虚拟币交流]
近17个月来首现净流入! Matrixport:比特币年底上攻4.5万美元(15日转)
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8 }% I8 s8 ?: m2 w1 e" W9 ]; i) O; M
:受益于对比特币现货ETF可望在美国获批的乐观预期,比特币(BTC)近来涨势相当凶4 i f+ i, i4 F* k1 a
猛,过去一个月以来,从26800美元附近一路上扬,一度在11月10日逼近3.8万美元大关,单月最大涨幅超过
1 O: z1 @* w8 {) t& g7 x3 i40%,创下自去年5月来新高。
1 H$ X7 _3 T% c' o2 d% Q不过在美国劳工统计局昨晚发布10月美国消费者物价指数(CPI)数据显示,10月CPI年增率3.2%,低于市场预期的- r2 l7 s; _1 n0 f$ L: h
3.3%增幅后,虽然使交易员几乎排除了联准会再度升息的可能性,但比特币却一度失守35,000美元大关,至截稿
$ G8 C6 k' h& ?! e" t; m# ]前报35627美元,近24小时跌幅2.98%。. g2 X! j+ B: Z: o0 b
然而,比特币近1个月涨幅仍接近30%。
( p: q8 z- u; `( u( ]币市近17个月来首度出现净流入2 Z& d/ z* w( G8 m0 L$ D
而在币市回暖之际,值得注意的是,据区块链数据分析平台Glassnode数据显示,通过稳定币或与美元挂钩代币
. W+ A6 n4 A& u6 T9 Q1 i V. {流入加密货币市场的资金,近17个月来首次出现净流入。; E& N9 p. R7 w. t1 ]. v1 ]
市值前四大稳定币Tether(USDT)、USDCoin(USDC)、BinanceUSD(BUSD)、Dai(DAI)供应量的90天净变化已明4 n5 @, L4 k& X
显转为正值,目前为+0.77%,这是自2022年5月Terra崩盘后的首次。
" f c# F! d" V. r* uCoindesk报导,自2020年以来,稳定币被广泛用于购买加密货币,因此,稳定币供应量的增加,被视为代表潜在
- e) ^) l. R" u% S: F; l9 b的买压涌入,或作为投资者可能用来购买加密货币、用作衍生性商品交易保证金的潜在投资资金。
" i9 I8 k! @5 Z& L% B+ J) jReflexivity Research指出:本周,稳定币总供应量的90天变化,近1.5年来首度出现正值,这表明通过稳定币传* v+ D" }0 \! D
输的链上流动性增加,可被视为资本流入的迹象。6 t, e( f& r9 t/ K" ^# y8 H
此前,该指标在2022年5月上旬转为负值,当时Terra生态系的治理代币LUNA、算法稳定币UST双双崩盘,造成
( @: X! g0 X# Z/ e5 v数百亿美元的投资人损失,随后几个月,由于多档基金、加密货币贷款机构及FTX都步入破产,削弱了投资者信
P# P p7 b. R+ f$ m! {! H心,流动性持续撤出加密货币市场。
/ ?3 d/ y4 M1 P8 C9 E$ ~Matrixport看好年底前比特币攻4.5万美元
, p- N1 w6 e4 `# @% } l针对比特币走势,Matrixport发推表示,当前市场极具韧性,比特币抵挡住了抛售,多头占据主导地位,最新通 B$ j8 t7 }+ V9 n
膨数据显示,美国CPI下降至3.2%,联准会可望开始降息,而美国国会在14日通过临时ZF拨款法案,使联邦政1 b( V% T; @9 M& ]# Z W' B
府再度避过停摆危机,比特币现货ETF获批的希望也依然存在,因此,市场保持看涨:我们对比特币年底达& J$ i8 L6 i7 R! B7 c5 M" }: q
45,000美元的长期目标保持不变。6 @+ r/ g$ K1 G7 y0 v
6 }0 h% f8 h1 L# N* w+ E0 _
4 F" r l! v" L5 w* ^$ q+ j( Q0 D: a |
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