BTC 继续窄幅波动,矿工储备跌至三年来新低

Odaily星球日报Published on 2024-06-21Last updated on 2024-06-21

Abstract

比特币矿工场外交易的日交易量也已增至 3 月底以来的最高水平。

原文作者:Mary Liu,比推 BitpushNews

周四加密市场涨跌互现,比特币继续窄幅波动,比推数据显示,BTC 一度触及盘中高点 66, 455.50 美元,但多头再次失去动力,午盘后跌至日低 64, 656.72 美元,截至发稿时回到 65, 000 美元上方, 24 小时波动率几乎为零。

山寨币走势也趋于平缓。过去 24 小时,市值排名前 200 大代币中,Worldcoin (WLD) 领涨,涨幅 11.82% ,其次是 Fetch.AI (FET) 上涨 11.29% ,SingularityNET (AGIX),上涨 9.46% 。zkSync(ZK)领跌,下跌 9.81 %,Flare(FLR)下跌 6.41 %,JasmyCoin(JASMY)下跌 5.57 %。

BTC 继续窄幅波动,矿工储备跌至三年来新低

目前加密货币整体市值为 2.36 万亿美元,比特币的市场占有率为 54.15% ,与昨日相比几乎没有变化。

股市方面,标普 500 指数和纳斯达克指数在下午交易中均大幅下跌,收盘时,标普 500 指数小幅下跌 0.25% ,纳斯达克指数下跌 0.79% ,道琼斯指数上涨 0.77% 。

BTC 矿工储备跌至 2021 年以来的最低水平

根据 CryptoQuant 的数据,比特币矿工储备已跌至 2021 年以来的最低水平。矿工储备显示关联矿工钱包持有的比特币数量,该值表示矿工尚未出售的储备。数据显示,目前矿工储备约为 182 万枚比特币,年初约为 187 万枚比特币。

BTC 继续窄幅波动,矿工储备跌至三年来新低

当矿工开始抛售时,供应量就会增加,并有可能导致价格贬值,具体取决于市场对代币的需求。然而,CryptoQuant 图表显示,自 2023 年 10 月以来,矿工储备一直在下降,而比特币的价格在同一时期上涨了 150% 。

此外,CryptoQuant 数据还显示,比特币矿工场外交易的日交易量也已增至 3 月底以来的最高水平。

「保持耐心」

链上数据平台 Santiment 称,链上指标显示,散户投资者「主要对比特币感到恐惧或不感兴趣,因为价格在 65, 000 美元至 66, 000 美元之间。」

Santiment 发布文章称,在目前的市场低迷中,耐心将获得回报:「这种 FUD 持久的情况很少见,因为交易员们不断投降,而比特币交易员的疲劳,加上巨鲸的增持,通常会导致反弹,对有耐心的人来说是有益的。」

准备逆转局势

一些分析师认为,BTC 可能已经触底,可能正在为再次突破做准备。

Cubic Analytics 创始人 Caleb Franzen 表示,尽管最近未能突破阻力位,但比特币多头在捍卫关键支撑位方面做得很好,他正在等待突破 66, 000 美元的水平。

BecauseBitcoin 首席执行官兼创始人 Max 在 X 平台表示,BTC 和山寨币只是在重复之前每个周期的趋势。

他说:「随着 BTC 冲向其上一个周期的最高点,我们通常会看到山寨币表现不佳,在前两个周期中,山寨币在此周期阶段均大幅下跌,就像现在发生的情况一样。慢慢来,但这种对山寨币的 PA 和恐惧是常见的,目前情况并没有什么不同,我会等到有新证据出现。」

分析师 Michaël van de Poppe 认为 BTC 在当前区间内触底,并预计中期将走高。

BTC 继续窄幅波动,矿工储备跌至三年来新低

他在 X 帖子中写道:「比特币可能已在 63, 000-65, 000 美元之间筑底,并累积上升势头。因此,随着比特币的主导地位下降,山寨币开始表现出更强的实力,逆转即将来临。」

Trending Cryptos

Related Reads

Tidal Investment: We Remain Bullish on the AI Industry Chain, But the Reasons Have Changed

Tidal Investment remains optimistic about the AI industry chain, but the rationale has shifted. The market narrative has changed. While recent large-scale IPOs (e.g., SpaceX) and major fundraising plans by tech giants like Alphabet and Meta have caused some nervousness, this isn't a sign of an AI peak. The focus has moved from the initial question of AI's viability to the sustainability of massive investment cycles. The key players—primarily the major cloud providers—are not slowing down; their capital expenditure (Capex) guidance for 2026 has been increased across the board (e.g., Alphabet to $180B, Amazon to $200B). This investment cycle is proving resilient and difficult to stop. Unlike traditional hardware cycles, current AI Capex is distributed across multiple physical layers—computing, memory, networking, and critically, power infrastructure. Bottlenecks are shifting from chips to elements like electricity, transformers, and cooling systems, which have much longer lead times and cannot be easily pre-built like fiber optics during the dot-com bubble. Supply chain data (e.g., Eaton's 240% YoY data center orders) confirms this broad-based, project-driven expansion. Market concerns are acknowledged but viewed differently. First, while Capex growth currently outpaces revenue growth, raising ROI questions, this mirrors the early scaling phase of cloud computing itself. A change in view would require concrete signals like downward Capex revisions or missed AI product targets, which haven't materialized by mid-2026. Second, comparisons to the 2000 dot-com bust are flawed. That crash was driven by a massive, parallel oversupply of cheap capacity (fiber). The current cycle faces *supply constraints* in critical, capital-intensive physical infrastructure that cannot be overbuilt as easily. In conclusion, the wave of fundraising reflects the next, more complex act of the AI story. Physical bottlenecks and sustained high Capex plans suggest this is not the finale but an ongoing, capital-intensive build-out phase. The script has changed, but the play is far from over.

marsbit1h ago

Tidal Investment: We Remain Bullish on the AI Industry Chain, But the Reasons Have Changed

marsbit1h ago

Tidal Investment: We Remain Bullish on the AI Industry Chain, But for Different Reasons Now

Tidal Investments remains optimistic about the AI industry chain, but the rationale has shifted. The market is concerned about massive concurrent fundraising by tech giants like SpaceX, OpenAI, Alphabet, and Meta, fearing an AI peak. However, the authors argue this signals the next act of AI development, not its end. Capital expenditure (Capex) from major cloud providers (Alphabet, Amazon, Meta, Microsoft, Oracle) continues to surge aggressively into 2026. This investment cycle is more resilient than past hardware cycles due to its scale and complexity. Bottlenecks have shifted from chips to critical physical infrastructure like power grids, transformers, cooling, and data center construction—areas with long lead times and limited capacity for rapid expansion. Supply chain data (e.g., Eaton's orders) confirms substantial, tangible progress. Key market concerns are addressed: 1. **ROI vs. Capex Growth**: While Capex growth outpaces revenue, the authors note cloud giants have historically overcome similar phases through scale. The cycle will only be in danger if Capex guidance is cut, orders are canceled, or AI product demand falters—none of which are currently observed. 2. **Comparison to the 2000 Dot-com Bubble**: Unlike the telecom bubble, where cheap, oversupplied fiber crashed prices, AI infrastructure (especially power) is constrained, customized, and subject to lengthy approvals, making a similar supply glut and crash unlikely. In conclusion, the wave of fundraising reflects the immense, ongoing capital needs for AI's next phase, constrained by slow-moving physical bottlenecks. The AI cycle is not over; the script has simply changed.

链捕手1h ago

Tidal Investment: We Remain Bullish on the AI Industry Chain, But for Different Reasons Now

链捕手1h ago

Grayscale: These 15 Profitable Crypto Protocols Are Severely Undervalued

Grayscale Research identifies 15 top-revenue crypto protocols trading at significant valuation discounts, with many at single-digit or even 1x revenue multiples. Protocols like Pump.fun, PancakeSwap, and Meteora have market capitalizations roughly equal to their annual revenue. The report argues these financially-focused protocols (DEXs, lending, staking) are fundamentally undervalued and could benefit from the potential passage of the CLARITY Act, expected as soon as next month. This legislation aims to clarify digital asset regulation, potentially reducing institutional barriers and driving on-chain activity. The analysis breaks down the protocols into three groups: the "1x Club" (market cap ≈ revenue), mid-tier protocols with 3-9x multiples (e.g., Aave, Lido, Jupiter), and high-multiple protocols like Hyperliquid (15x) and Uniswap (37x), where valuation reflects future potential rather than current cash flows. Grayscale applies a traditional DCF model to Aave, suggesting a one-year price target of ~$175, representing ~130% upside from current levels. The report notes a risk-off macro environment since the Iran conflict has further compressed valuations, creating a potential entry window. The conclusion highlights that while the valuation data presents an intriguing opportunity, the investment thesis is contingent on the CLARITY Act's passage and subsequent institutional capital flows. Investors are cautioned to consider Grayscale's inherent conflict of interest as a crypto asset manager with products tied to these assets.

marsbit1h ago

Grayscale: These 15 Profitable Crypto Protocols Are Severely Undervalued

marsbit1h ago

Sam Altman's Personal Alchemy of Wealth: Investing in 400 Companies, Over 10 Deeply Tied to OpenAI

The article investigates Sam Altman's personal wealth strategy, centered around his investments in approximately 400 companies while serving as OpenAI's CEO. Despite not holding direct equity in OpenAI, Altman has built a vast portfolio, with at least 10 of his investments having commercial ties or ongoing negotiations with OpenAI. This creates a complex network of potential conflicts of interest, drawing scrutiny from U.S. congressional committees and state attorneys general. Key investments highlighted include the anti-aging startup Retro Biosciences (valued at $258 million for his stake as of late last year) and the chipmaker Cerebras, whose value soared following an OpenAI procurement deal. His most significant financial gain is linked to the nuclear fusion company Helion, where a recent funding round reportedly increased his stake's value to at least $4.1 billion. The article details a decade-long relationship between Altman, Helion, and OpenAI, including a controversial non-binding power purchase agreement and Altman's efforts to secure investments from OpenAI and its backer SoftBank for Helion. Other points include internal investigations at Tools for Humanity (developer of Worldcoin) and OpenAI's massive contracts with tech giants like Nvidia. According to Forbes, Altman's net worth is around $3.4 billion, ranking him 1251st globally—a rise of over 1400 places since 2024. OpenAI's board states that Altman's external dealings are transparent and potential conflicts are carefully managed.

Odaily星球日报2h ago

Sam Altman's Personal Alchemy of Wealth: Investing in 400 Companies, Over 10 Deeply Tied to OpenAI

Odaily星球日报2h ago

Trading

Spot
Futures

Hot Articles

What is $BITCOIN

DIGITAL GOLD ($BITCOIN): A Comprehensive Analysis Introduction to DIGITAL GOLD ($BITCOIN) DIGITAL GOLD ($BITCOIN) is a blockchain-based project operating on the Solana network, which aims to combine the characteristics of traditional precious metals with the innovation of decentralized technologies. While it shares a name with Bitcoin, often referred to as “digital gold” due to its perception as a store of value, DIGITAL GOLD is a separate token designed to create a unique ecosystem within the Web3 landscape. Its goal is to position itself as a viable alternative digital asset, although specifics regarding its applications and functionalities are still developing. What is DIGITAL GOLD ($BITCOIN)? DIGITAL GOLD ($BITCOIN) is a cryptocurrency token explicitly designed for use on the Solana blockchain. In contrast to Bitcoin, which provides a widely recognized value storage role, this token appears to focus on broader applications and characteristics. Notable aspects include: Blockchain Infrastructure: The token is built on the Solana blockchain, known for its capacity to handle high-speed and low-cost transactions. Supply Dynamics: DIGITAL GOLD has a maximum supply capped at 100 quadrillion tokens (100P $BITCOIN), although details regarding its circulating supply are currently undisclosed. Utility: While precise functionalities are not explicitly outlined, there are indications that the token could be utilized for various applications, potentially involving decentralized applications (dApps) or asset tokenization strategies. Who is the Creator of DIGITAL GOLD ($BITCOIN)? At present, the identity of the creators and development team behind DIGITAL GOLD ($BITCOIN) remains unknown. This situation is typical among many innovative projects within the blockchain space, particularly those aligning with decentralized finance and meme coin phenomena. While such anonymity may foster a community-driven culture, it intensifies concerns about governance and accountability. Who are the Investors of DIGITAL GOLD ($BITCOIN)? The available information indicates that DIGITAL GOLD ($BITCOIN) does not have any known institutional backers or prominent venture capital investments. The project seems to operate on a peer-to-peer model focused on community support and adoption rather than traditional funding routes. Its activity and liquidity are primarily situated on decentralized exchanges (DEXs), such as PumpSwap, rather than established centralized trading platforms, further highlighting its grassroots approach. How DIGITAL GOLD ($BITCOIN) Works The operational mechanics of DIGITAL GOLD ($BITCOIN) can be elaborated on based on its blockchain design and network attributes: Consensus Mechanism: By leveraging Solana’s unique proof-of-history (PoH) combined with a proof-of-stake (PoS) model, the project ensures efficient transaction validation contributing to the network's high performance. Tokenomics: While specific deflationary mechanisms have not been extensively detailed, the vast maximum token supply implies that it may cater to microtransactions or niche use cases that are still to be defined. Interoperability: There exists the potential for integration with Solana’s broader ecosystem, including various decentralized finance (DeFi) platforms. However, the details regarding specific integrations remain unspecified. Timeline of Key Events Here is a timeline that highlights significant milestones concerning DIGITAL GOLD ($BITCOIN): 2023: The initial deployment of the token occurs on the Solana blockchain, marked by its contract address. 2024: DIGITAL GOLD gains visibility as it becomes available for trading on decentralized exchanges like PumpSwap, allowing users to trade it against SOL. 2025: The project witnesses sporadic trading activity and potential interest in community-led engagements, although no noteworthy partnerships or technical advancements have been documented as of yet. Critical Analysis Strengths Scalability: The underlying Solana infrastructure supports high transaction volumes, which could enhance the utility of $BITCOIN in various transaction scenarios. Accessibility: The potential low trading price per token could attract retail investors, facilitating wider participation due to fractional ownership opportunities. Risks Lack of Transparency: The absence of publicly known backers, developers, or an audit process may yield skepticism regarding the project's sustainability and trustworthiness. Market Volatility: The trading activity is heavily reliant on speculative behavior, which can result in significant price volatility and uncertainty for investors. Conclusion DIGITAL GOLD ($BITCOIN) emerges as an intriguing yet ambiguous project within the rapidly evolving Solana ecosystem. While it attempts to leverage the “digital gold” narrative, its departure from Bitcoin's established role as a store of value underscores the need for a clearer differentiation of its intended utility and governance structure. Future acceptance and adoption will likely depend on addressing the current opacity and defining its operational and economic strategies more explicitly. Note: This report encompasses synthesised information available as of October 2023, and developments may have transpired beyond the research period.

450 Total ViewsPublished 2025.05.13Updated 2025.05.13

What is $BITCOIN

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of BTC (BTC) are presented below.

活动图片