顶级分析师表示比特币正在发生大事,因为404448 BTC被锁定在永久地址中

币界网Published on 2024-08-07Last updated on 2024-08-07

币界网报道:

虽然比特币的价格最近重新回到了4.9万美元,但具有长期前景的投资者继续增持比特币,累计超过230亿美元。

根据分析平台CryptoQuant的创始人Ki Young-Ju的说法,在过去30天里,404448个BTC已经转移到永久持有人地址,这标志着一个重要的积累阶段。

“我很确定幕后发生了什么。”

以比特币目前的价值57400美元计算,目前存放在长期持有者钱包中的比特币代币价值高达23215315200美元(232.1亿美元)。这一观察表明,尽管最近价格波动,但长期持有者对比特币的未来表现充满信心。

永久持有人的比特币积累

随附的CryptoQuant图表揭示了比特币价格与永久持有人地址30天需求变化之间的关系。值得注意的是,该图表突出了重要的积累期,包括2020年底、2021年初、2022年和2024年中期。

最近的峰值显示,目前有超过400000 BTC位于永久持有人地址,这是图表中观察到的最高积累水平。

Screenshot 24

值得注意的是,2024年3月,BTC的数量大幅增加,超过30万个,这与价格的短暂飙升有关。CryptoQuant首席执行官此前也曾指出,7月份有358000 BTC转移到永久持有人地址,全球现货ETF流入量达到53000 BTC。

谁在积累比特币?

在后续更新中,Ki Young-Ju暗示了增加BTC资产背后的实体将用于积累地址。他建议,在一年内,传统金融机构、政府和其他知名实体将披露他们在第三季度市场下跌期间收购BTC的情况。

因此,他预计散户投资者会后悔没有利用低价,过于关注市场的抛售压力,而不考虑那些购买BTC的人。

累积/分布指示器

值得注意的是,Young Ju对BTC积累的观察得到了2023年底至2024年中期积累/分布(A/D)指标稳步上升的支持。这表明,尽管价格波动,但买入压力大于卖出压力。

衡量资金流入和流出资产的累计流量的A/D指标显示,尽管最近价格有所调整,但A/D线仍稳定在432.7万左右。

这种稳定性表明,长期持有者并没有大量抛售,这表明对比特币未来的表现充满信心。

A/D chart from TradingView

TradingView的A/D图最终,同样重要的是要记住,7月份持有至少10个BTC的钱包数量增加了261个,使总数达到15.2万个,这是自2021年5月以来的最高数字。

大持有者钱包的激增与小交易者的行为形成鲜明对比,小交易者一直在抛售他们的资产,进一步强调了重要投资者对比特币长期价值的信心。

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