屯币党越来越多,交易所的BTC流入量降至近十年最低

Odaily星球日报Published on 2024-05-08Last updated on 2024-05-08

Abstract

加密货币市场的整体情绪仍处于「贪婪」领域,一些分析师表示,需要进一步走软才能确保从市场中清除多余的泡沫。

原文作者:Mary Liu,比推 BitpushNews

周二,加密货币市场处于盘整模式,比特币继续保持在 63, 000 美元以上,而大多数山寨币小幅下跌。

比推数据显示,周二比特币交易价格区间为 62, 815 美元至 64, 445 美元,多空双方势均力敌。截至撰写本文时,BTC 交易价格为 63, 010 美元, 24 小时下跌 0.5% 。

屯币党越来越多,交易所的BTC流入量降至近十年最低

山寨币中,市值前 200 大中的大多数代币都呈下跌趋势。 AIOZ Network (AIOZ) 和 Jito (JTO) 领涨,分别上涨 13.9% 和 12.9% , Ethena (ENA) 上涨 7.2% 。 Helium 跌幅最大,下跌 5.6% ,其次是 Book of Meme (BOME) 下跌 5.6% ,Celestia (TIA) 下跌 5.5% 。

目前加密货币整体市值为 2.33 万亿美元,比特币的主导率为 53.4% 。

屯币党越来越多,交易所的BTC流入量降至近十年最低

交易所的 BTC 流入量降至近 10 年来最低

投资者关注的另一组数据是加密货币交易所的比特币流入量,该数据最近触及近十年来的最低点,随着比特币投资进入机构参与的新时代,今年持有者情绪发生了重大转变,或意味着看涨复苏即将到来。

根据 CryptoQuant 的数据,自 2018 年 2 月以来,想要出售 BTC 的投资者一直在减少。MA-365 D 交易所流入量从 9 万下降到 3.6 万,目前交易所的 BTC 流入量为 20000 枚 BTC,这是自 2015 年以来的最低值(当时的比特币交易价格低于每枚 1, 000 美元)。

屯币党越来越多,交易所的BTC流入量降至近十年最低

与此同时,CryptoQuant 分析师 Axel Adler 指出,长期持有者(LTH)也停止出售代币并开始重新积累,这在历史上一直是看涨的。

预期波动

Secure Digital Markets 分析师指出:「自周六以来,比特币一直在 62, 700 美元至 64, 700 美元之间波动。美元指数和 10 年期国债收益率的持续下跌支撑了风险资产的估值。突破 65, 000 美元大关无疑预示着看涨。」

尽管比特币目前处于盘整状态,但分析师指出,最近的反弹「激发了加密货币期权交易者的热情:看涨期权的交易量显著超过看跌期权的交易量,表明市场看涨情绪。」

数据显示,对执行价格在 70, 000 美元至 100, 000 美元之间的价外看涨期权的需求增加。根据 Deribit 的数据,交易者在各个到期日以 10 万美元的执行价获得了超过 6.88 亿美元的看涨期权,这标志着该平台上最高的名义未平仓合约。

市场分析师 Bloodgood 表示,在现货市场,「买家在 6 万美元以下大举介入,清算了后期的空头头寸,目前维持在 58, 000 美元至 59, 000 美元的周支撑位水平,但多头力量需要继续下去,否则迟早会回落到这个水平。」

屯币党越来越多,交易所的BTC流入量降至近十年最低

Bloodgood 分析师称,「我们现在感兴趣的日线水平略低于 65, 000 美元,这将告诉我们这次反弹是否会继续拉高,还是会回落到 60, 000 美元以下,在日线图上,我们可以看到明显的下降趋势正在持续,新低跌破 5.7 万美元。」

从技术指标来看,多头希望看到更高的高点形成,这意味着需要看到比特币升至 6.7 万美元以上,而空头则希望看到这一每日阻力位保持不变,并将比特币带回 6 万美元以下,本周多空双方将在这一范围内继续展开角逐。

在谈到更广泛的市场和影响资产价格的力量时,Bloodgood 表示,「宏观因素一直在软着陆和鸽派美联储政策的希望与对通胀卷土重来的担忧之间摇摆。」

多头需要的推动力是周五发布的非农就业报告(NFP),NFP 透露, 2024 年 4 月美国经济增加了 175, 000 个就业岗位,较 3 月份向上修正的 315, 000 个就业岗位有所放缓,远低于市场预期的 243, 000 个就业岗位增长。

Bloodgood 总结道:「通常情况下,就业市场疲软并不是大多数人认为的好消息,但在这种情况下,这对股票和加密货币来说是件好事,因为它促使美联储采取更加鸽派的态度。」

Alternative 提供的数据显示,加密货币市场的整体情绪仍处于「贪婪」领域,一些分析师表示,这意味着需要进一步走软才能确保从市场中清除多余的泡沫。

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