加密市場情緒與基本面嚴重脫節!

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加密貨幣面臨情緒與基本面之間的“最明顯”差距:BlockTower

BlockTower Capital的創始人認為,這種不匹配是進行“差異化投資”的機會,預期在下一輪中會出現“趨勢性超越”。

根據一位加密對沖基金創始人的觀點,當前加密貨幣交易者對短期市場的不確定性日益增加,而加密貨幣開發者卻變得比以往更加樂觀,這種情況為長期投資者提供了良好的機會。

BlockTower Capital的創始人Ari Paul在3月14日的X平台上表示:“這是我見過的情緒與基本面之間最明顯的分歧之一。”

超越加密原住民的樂觀情緒

Paul指出,儘管交易者和分析師最近對加密貨幣持悲觀態度,但開發者以及那些與市場周期關聯較少的加密公司工作的人,則仍然保持著相對樂觀的態度。他表示:“我聽到的所有數據點,基本上來自任何不依賴於‘原住民’的加密項目或公司,都是正面的。”

基於此,他對加密貨幣在“12個月的時間框架”內是“良好購買”的信心十足,但對於是否已經達到短期底部則不太確定。加密分析師Matthew Hyland最近表示,確認比特幣已經觸底的唯一方法是其在一周內收盤價格回升至89,000美元以上。

然而,在3月14日,整體加密市場略微上升,給予交易者更多的短期信心。

根據CoinMarketCap的數據,比特幣在24小時內上漲了3.16%,達到84,638美元,而以太坊上漲了1.79%,XRP則跳升了6.01%。

在同一24小時內,加密恐懼與貪婪指數(Crypto Fear & Greed Index)測量整體加密市場情緒,飆升19點至46,仍然位於“恐懼”區域,但接近中性區域。

加密市場提供“可持續價值”投資的機會

MN Trading Capital的創始人Michael van de Poppe表示,比特幣在過去24小時的價格飆升增強了他對該資產的信心,預計其到6月將恢復上升趨勢。

他在3月14日的X平台上表示:“顯然創造了更高的低點,顯然觸及了高點。”

他補充道:“我們很可能在較低的時間框架內開始一個新的上升趨勢,進入一個良好的第二季度。”

Paul還表示,現在可能是探索傳統風險投資加密投資的合適時機,並以長期的視角進行考量。

他指出:“現在是尋找‘傳統’風格的風險投資加密投資的好時機。所謂的‘傳統’,是指長期的,真正專注於可持續價值創造,而不是快速獲利的方案。”

在當前的市場環境中,投資者應該更加謹慎,尤其是在短期波動性較大的情況下。雖然開發者的樂觀情緒可能反映了行業的潛力,但市場的情緒波動仍然可能對投資者的決策產生重大影響。這也提醒我們,長期投資需要耐心和對市場基本面的深刻理解,而不僅僅是追隨短期的市場情緒。

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。

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