比特幣復甦缺乏ETF資金流入分析

比特幣「資金載體」累積80億美元,但復甦缺乏ETF資金流入

根據CryptoQuant的報告,儘管比特幣的實現市值上升了80億美元,但其復甦仍然缺乏來自ETF的持續資金流入,以及邁克爾·塞勒的策略作為主要需求驅動因素。

比特幣的鏈上資金流入顯示出對這種全球最大加密貨幣的強勁需求,儘管自從190億美元的加密市場崩盤以來,投資者和礦工的活動仍在增加。

在過去一周,比特幣的實現市值上升了超過80億美元,超過1.1萬億美元,因為比特幣的實現價格上升至11萬美元以上,這表明鏈上的資金流入強勁。

比特幣的實現市值衡量所有比特幣在其最後移動價格的美元價值,顯示出比特幣持有者的總投資。

根據CryptoQuant的創始人兼首席執行官Ki Young Ju的說法,這些新的資金流入主要來自比特幣的財庫公司和交易所交易基金(ETF)。然而,Ju在週日的X平台上發文指出,比特幣的價格復甦將保持有限,直到比特幣ETF和邁克爾·塞勒的策略重新啟動大規模收購。他補充道:

>「目前的需求主要來自ETF和微策略,這兩者最近的購買速度都在減緩。如果這兩個渠道恢復,市場動能可能會回升。」

同時,比特幣礦工正在擴大其業務,導致算力上升,這被解釋為「明顯的長期看漲信號」,預示著「比特幣資金載體」的持續增長。

最近,多家大型比特幣礦工擴大了其挖礦艦隊,包括與特朗普家族有關的美國比特幣公司,該公司以約3.14億美元購買了17,280個專用集成電路(ASIC)。

比特幣在11月可達14萬美元,取決於ETF資金流入:分析師

儘管有80億美元的新資金流入,加密貨幣投資者的情緒仍無法從自10月初以來的190億美元市場崩盤中恢復。

儘管白宮發布了一份全面聲明,概述了特朗普總統與中國國家主席習近平達成的貿易協議,但投資者情緒依然低迷。

然而,Bitfinex交易所的分析師表示,如果ETF資金流入回升以及美國聯邦儲備系統可能宣布貨幣寬鬆政策,比特幣的價格可能在11月上漲至14萬美元,他們補充道:

>「我們的基本預測是比特幣將上漲至14萬美元,總ETF資金流入在100億至150億美元之間並不令人驚訝。」

分析師指出,催化劑包括美聯儲在第四季度進行兩次降息、ETF資金流入翻倍以及第四季度的季節性強勁,而風險仍然存在於關稅和地緣政治之間。

這些數據和分析反映出目前比特幣市場的複雜性,儘管有資金流入,但市場情緒的低迷仍然對價格形成壓力。隨著ETF的潛在回暖和宏觀經濟環境的變化,未來幾個月的市場走向將值得關注。這也提醒投資者在進行投資決策時,需謹慎評估市場情緒和外部因素的影響。

以上文章由特價GPT API KEY所翻譯及撰寫。而圖片則由FLUX根據內容自動生成。

🎨 Nano Banana Pro 圖像生成器|打幾句說話就出圖

想畫人像、產品圖、插畫?SSFuture 圖像生成器支援 Flux Gemini Nano Banana Pro 改圖 / 合成, 打廣東話都得,仲可以沿用上一張圖繼續微調。

🆓 Flux 模型即玩,不用登入
🤖 登入後解鎖 Gemini 改圖
📷 支援上載參考圖再生成
⚡ 每天免費額度任你玩
✨ 即刻玩 AI 畫圖
Ultra-realistic, vibrant aerial adventure photograph captures a joyful man (same face as reference image, 100% accuracy) paragliding high above a breathtaking tropical coastline. He is seated comfortably in his black and orange harness, legs dangling freely, facing the camera with a wide, excited smile, teeth showing, conveying pure exhilaration. He sports dark brown hair and a light beard,wearing a bright red t-shirt emblazoned with 'style' in bold white text within a blackCteate a Ultra-realistic, vibrant aerial adventure photograph in 9:16 ratio captures a joyful man (same face as reference image, 100% accuracy) paragliding high above a breathtaking tropical coastline. He is seated comfortably in his black and orange harness, legs dangling freely, facing the camera with a wide, excited smile, teeth showing, conveying pure exhilaration. He sports dark brown hair and a light beard,wearing a bright red t-shirt emblazoned with 'style' in bold white text within a blackrectangle, layered beneath an open blue and black plaid long-sleeved shirt. His attire includes grey cargo shorts, white socks, and distinctive red, white, and black high-top sneakers. In his left hand, he holds a black selfie stick, while his right grasps the paragliding control lines. The stunning backdrop features crystal-clear turquoise and deep blue ocean revealing intricate coral reefs and gentle breaking waves near a pristine white sandy beach. A charming coastal town with numerouswhite buildings is nestled against lush, emerald-green, tree-covered hills, which ascend to distant, hazy mountains under a softly clouded sky. Another yellow paraglider gracefully soars in the distance, and a long concrete pier extends into the tranquil water. The scene is illuminated by bright, diffused natural light, creating an exhilarating, free-spirited, and idyllic tropical mood, with a color palette dominated by vivid turquoises, deep blues, and verdant greens, beautifully contrastedby the crisp whites of the beach and town, and the bold reds of his clothing and footwear. Stylised portrait in emerald green and charcoal black palette. Grayscale realism for subject, upward gaze. Sunglasses with muted emerald reflective lenses. Jacket with ornate baroque/filigree black designs, emerald hood underneath. Textured emerald-green fabric draped below. Background: dense, overlapping hand-inked patterns in emerald, charcoal, and subtle silver — radiating lines, geometric shapes, spirals, parallel contour textures, crosshatching, organic waves, dots. Bold contrast, deep blacks, glowing emerald accents. Mixed-media pop realism. Negative prompt: no cartoon, no art style, no painting, no drawings. Aesthetic cozy mirror selfie of a young man sitting casually on a chair, wearing a dark oversized hoodie and blue jeans, holding a professional camera in one hand, resting her face on the other hand with a soft dreamy smile. Warm beige indoor background with soft studio lighting, minimal modern interior. Cute cartoon-style doodles around her including a smiling sunflower character and hand-drawn yellow sun, playful white sketch lines around the camera. Handwritten romantic