加密货币周前:最近BTC、ETH反弹后的预期

币界网Published on 2024-08-11Last updated on 2024-08-11

币界网报道:
    Coinbase预计市场将出现积极转变,并对美国CPI的影响持谨慎态度。QCP Capital支持BTC的看涨前景。

根据Coinbase分析师的说法,在8月5日比特币[BTC]跌至4.9万美元后,加密货币市场可能会在短期内延长复苏。

根据分析师的每周评论,暴跌冲淡了多头头寸,允许“更清晰的定位”,这可能会提振市场。

“我们认为,更清晰的定位可能是加密货币的一个积极技术指标……这可能表明市场可以在悲观的情况下定价。”

截至发稿时,交易员对期货市场的情绪已转为积极,正如积极的融资率所表明的那样。这也与BTC从4.9万美元反弹至之前的6万美元区间低点相吻合。

QCP Capital分析师在周末简报中重申了同样的看涨前景。

比特币的看涨是显著的,也是结构性的。在整个一周内(尽管波动剧烈),对2025年到期的BTC看涨期权的需求持续存在,罢工接近10万次

美国CPI数据将设定BTC的下一个方向?

Coinbase分析师承认,BTC、以太坊[ETH]和Solana[SOL]的近期价格走势可能会继续。

但宏观因素将决定投资者的下一步行动。他们指出,定于8月14日公布的美国消费者价格指数(CPI)数据是一个值得关注的关键因素。

我们预计这种抛售压力会有所缓解……我们认为宏观主导地位可能会持续下去。例如,鉴于本周的事件,下周8月14日的通胀印刷品可能会受到额外的审查

然而,Coinbase补充说,交易员和投资者可以开始使用PPI(生产者价格指数)数据来衡量CPI的可能结果。PPI数据从生产者的角度追踪通胀。

另一方面,CPI通过追踪消费者在关键商品和服务上的支出来衡量通货膨胀。美联储使用这两个数据集来做出利率决策。PPI数据将于8月13日发布。

但我们也预计,许多市场参与者将在前一天查看PPI,为CPI的方向性提供早期指示,这也可能影响市场表现

简而言之,预计8月13日将出现另一轮市场波动,为本周的下一个BTC和市场方向奠定基础。

上周末,BTC交易量超过6万美元,而ETH交易量超过2500美元。另一方面,SOL的交易价格超过150美元。

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