币圈“805”史诗级崩盘袭来 BTC ETH一朝回到解放前 现在能抄底吗

币界网Published on 2024-08-05Last updated on 2024-08-05

币界网报道:

虚拟货币市场上演“大逃杀”。

受全球股市暴跌和市场情绪影响,加密市场也在进一步下跌。比特币今晨上演大屠杀,一度下杀52,430 美元,创下近半年最低、单日跌幅最大超越10%。以太坊就更为惨烈,稍早插针2,084 美元(今年最低点是1/3 的2,051 美元),单日跌幅最大超22%,相较历史高点4,092 逼近砍半。撰稿当下,ETH 又快速拉回至2350 美元水平附近,一小时内的上下震荡将近30% 非常剧烈。

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如此剧烈的波动,根据Coinglass 数据显示,过去24 小时,加密货币全网爆仓金额超7.6 亿美元,其中以太坊爆仓2.7 亿美元居冠、比特币2.3 亿美元次之。共有超20 万人遭到清算。

巨大的瀑布,这会是加密行业又一个载入史册的至暗时刻!

???币圈大跌,这三件事情是关键!

1、日本加息。之前日本是零利率,所以很多资本都去日本借钱,然后投到美股或者日本股市。现在日本一加息,资金成本就高了,很多资金只能从美股这种泡沫多的地方撤出来。这可是个大风向标啊!

2、美债。虽然大家都觉得9月份美国要降息,但现在5个点的债券挺吸引人的。那些追求稳定的资金就从高高在上的美股撤出来,去买这个5个点的债券。

下个月债券利率就要降了,所以资金都急着从美股撤,去买美债。这样一来,美股市场就踩踏了,这几年积累的泡沫也开始破裂,连续大跌。

3、美国大选。每次大选前2-3个月,市场都是跌或者震荡的,因为不确定性太大了。等大选定下来,降息也确定了,市场就会水涨船高。

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KOL如何看待未来市场

这种由外部恐慌造成的大跌有两个特点,第一是跌得深,第二是不可持续。实际上不论是战争风险还是经济风险,都没有失控。

——孟岩Solv Protocol创始人 

恐慌蔓延:日经指数开盘直接熔断;巴菲特抛售苹果美股夜盘苹果低开8个点也是大科技股最后被杀估值的,估计大盘也会被带下来(毕竟苹果在纳指和标普权重不低了)。

——qinbafrank@qinbafrank

4h级别ASR-VC指标确认转空头趋势了,这使得左侧那段短暂的绿色多头趋势成为了诱多行情,价格在橙线附近连续3次假突破可能就是预兆吧,看来指标的多空判断逻辑需要修改一下了;

按照过往规律来看,4h这波行情很强势,若价格跌破蓝色支撑带下轨,就会引发较为极端的行情,目标在最下方绿色超卖线;

JgjiGqzj3swQdYUk6IgQuAQyLNFhEojxVPkzUigS.png

大跌之后,别人贪婪抄底时,你要对市场保持敬畏之心,至少等个底部小区间突破再抄底吧?

——Crypto_Painter @CryptoPainter_X

我认为,只要能熬过今天这样的日子,就能成为“优秀”的加密货币投资者。即使你没有钱再买更多东西,只要确保你不会在长期内把自己搞垮就是关键。保持不清算,朋友们。

—— sassal.eth/acc  @sassal0x

我经历过英国脱欧,luna暴雷,三箭资本暴雷,ftx崩盘,小交易所清退,矿机清退,十部委发文,十二部委发文禁止,美股熔断,乌克兰战争,美联储持续加息,你这个吓不倒我。

——日拱一卒王小楼@wang_xiaolou

结语

每轮牛市开始前都有大洗盘动作,我想说的是“这是正常现象”,经历过前几轮牛市的玩家应该都知道,每逢美联储快进入降息周期的时候金融市场也就是加密市场都会受此影响,越临近降息造成的市场反应越大越剧烈,这其实是一个很好的信号因为代表着牛市大行情离我们越来越近了,我坚信牛还在我知道这很难熬。

往后看,几个点是确定的:

1)美联储9月开始降息是不需要讨论的了。应该讨论的是降多少,目前市场已经迅速定价50bps.

2)降息自然利好人民币,利差减小是直接驱动,数据出来后,人民币急升。

3)老美下半年难受了,对中国的影响是复杂的。

4)老美经济遭遇衰退,叠加大选年政治不确定,又叠加小弟以色列在中东到处点火,下半年全球出现黑天鹅事件的概率大大上升。

建议:不要满仓,手上留有子弹,真出现黑天鹅事件,抄底就是捡钱,2020年312事件就是最好的例子!

不要因为结束而哭泣。微笑吧,因为它曾经发生过!

大家动动发财的小手点个关注~

感谢大家的支持,我们下期见!

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