比特币“最坚定”持有者开始抛售分析师：或预示低迷行情即将迎来转折

智通财经06-04

智通财经APP获悉，研究机构Compass Point指出，比特币最具信仰的长期持有者已加入本轮加密货币的抛售潮，这或许预示着当前加密货币低迷行情即将迎来转折。Compass Point分析师Ed Engel在周二的一份报告中表示，长期持有者，即持有比特币至少155天的地址，在今年2月至4月期间基本按兵不动，但最近几周已转为净卖出状态。Engel指出，过去两天内，这些长期持有者已出售约24亿美元的...

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Point分析师Ed Engel在周二的一份报告中表示，长期持有者，即持有比特币至少155天的地址，在今年2月至4月期间基本按兵不动，但最近几周已转为净卖出状态。Engel指出，过去两天内，这些长期持有者已出售约24亿美元的比特币，“这对比特币的供需平衡产生了重大影响”。他还特别提到，过去30天内售出的比特币中，有26%来自成本价在9万美元以上的投资者。Engel补充道：“这批高位买入的投资者在整个熊市中一直表现坚韧，但随着比特币逼近本轮周期的新低，他们最终开始选择投降。高位买家的投降是熊市末期的常见特征，这让我们更加确信，比特币熊市已进入最后阶段。”受伊朗局势引发的不确定性持续压制，比特币价格始终难以回升至去年10月创下的12.6万美元以上的历史高点。与此同时，美国股市却屡创新高。这种走势分化让投资者对比特币的两大核心叙事同时产生质疑：一是作为“数字黄金”应受益于地缘政治不确定性，二是其表现应类似于高贝塔值的科技股。根据SoSoValue的数据，本周二，比特币ETF连续第12个交易日录得净流出，创下最长连续流出纪录。比特币ETF的净资产已从5月14日的1078亿美元降至850亿美元。本周一，受Strategy(MSTR.US)公司小幅抛售32枚比特币引发部分恐慌性抛盘，进而触发一连串多头平仓，加速了下行压力。截至本周，比特币已累计下跌10%。不过，分析师普遍认为，Strategy公司的抛售并非当前比特币价格下跌的主要因素。花旗分析师Alex Saunders在一份报告中表示：“ETF资金流向是推动比特币价格上涨的主要因素，能够解释约45%的周度回报波动，同时也是追踪投资者接纳度和风险偏好的最佳工具。近期资金流向持续为负，而美国市场结构法案通过的可能性正在降低，该法案在我们看来本是重新激发投资者兴趣的潜在催化剂。”他补充道：“除非监管方面传来积极消息，或者市场对财政状况产生‘去贬值交易’的担忧，否则我们预计市场情绪仍将低迷，尤其是考虑到加密货币与股市表现的明显分化。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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比特币“最坚定”持有者开始抛售 分析师：或预示低迷行情即将迎来转折

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比特币“最坚定”持有者开始抛售分析师：或预示低迷行情即将迎来转折