比特币ETF看到中性流量,因为市场等待美联储降息75个基点

币界网Published on 2024-08-19Last updated on 2024-08-19

币界网报道:

比特币本周收盘持平,价格稳定在58425美元左右,比上周小幅下跌0.5%。对于加密货币来说,这是一场过山车之旅,开局强劲,周二达到61575美元。

但同样快的是,到周四,价格跌至56000美元。周五和周末的小幅恢复使它回到了开始的地方。

这种反复的行动对于8月份来说并不是什么新鲜事,因为波动性一直是常态,但比特币的价格已经连续两周保持相对稳定。

不冷不热的价格走势表现在比特币现货ETF的中性流入中,净流入3200万美元。价格可能没有太大变动,但交易活动远非无聊。

尽管8月份的交易量很低,但仅上周一周,比特币现货ETF的累计交易量就达到了约70亿美元,平均每天14亿美元。

交易量战胜了8月的干旱

过去几周,交易量分别达到107亿美元和125亿美元,呈现出一片繁忙景象。比特币现货ETF交易量激增,自8月初以来交易量已超过300亿美元。

这些数字是自4月以来我们从未见过的,当时投资者更为乐观。这与典型的夏季经济放缓形成鲜明对比,尤其是在第三季度。

虽然比特币一直保持其地位,但以太坊(ETH)现货ETF一直在流失。上周,又有1400万美元的资金流出,与已经持续了一段时间的中性趋势保持一致。

自这些ETF推出以来,资金外流总额已达到约4.2亿美元。然而,这里可能有一线希望。Grayscale以太坊ETF(ETHE)的资金外流最近有所放缓。

一些市场观察人士表示,如果以太坊获得一点积极的势头,我们可能会看到这些资金外流转化为资金流入。

这正是第一季度比特币现货ETF的情况,这可能正是以太坊需要重回正轨的原因。不过,就目前而言,比特币是行动的所在。

现在所有的目光都集中在美联储及其即将作出的利率决定上。在9月份的下一次联邦公开市场委员会(FOMC)会议上,关于可能降息50个基点(bps)的传言很多。

但随着数据的涌入,这些预期已经发生了变化。现在,市场押注9月份将小幅降息25个基点,11月和12月可能还会再降息两次25个基点。

Trending Cryptos

Related Reads

Apple and the Power Rebalancing with 'The Microns': Dissecting the Profit Ledger Behind the iPhone

The article analyzes the shifting profit dynamics and power balance between Apple and memory suppliers like Micron within the iPhone supply chain. It highlights a social media post criticizing Apple for raising iPhone prices while blaming memory chip cost increases, despite historically paying suppliers like Micron very little. An estimated iPhone 18 cost breakdown is referenced. Historically, memory was a minor cost component. In 2017's iPhone X, memory accounted for only about 1.6-2.3% of the price, with Apple capturing nearly 50% net profit. Over time, memory's share of the Bill-of-Materials (BOM) cost has grown significantly, reaching an estimated 12-15% for the iPhone 17 series. The core driver of this change is soaring demand for memory from the AI industry, particularly for High Bandwidth Memory (HBM) and AI servers, which is diverting production capacity and squeezing supply for consumer electronics. Memory manufacturers, after enduring periods of low profits, now hold greater pricing power. This is reflected in their recent strong financials, like Micron's 84.6% gross margin. Apple CEO Tim Cook initially described the memory price pressure as unprecedented in his 40-year career, later calling it a "once-in-a-century flood," before Apple announced price hikes across several product lines, causing a significant stock drop. Elon Musk echoed Cook's sentiment about the dramatic cost surge. The article concludes that the era of memory suppliers being at the mercy of Apple's pricing power has temporarily reversed, thanks to AI-driven demand. It notes Apple is reportedly seeking to diversify its supply chain, including exploring chips from China's CXMT.

Odaily星球日报27m ago

Apple and the Power Rebalancing with 'The Microns': Dissecting the Profit Ledger Behind the iPhone

Odaily星球日报27m ago

Conversation with the Founder of 42 Macro: The Fed's 'Boiling the Frog Slowly' and the K-Shaped Economy

In a conversation with Anthony Pompliano, Darius Dale, founder of 42 Macro, discusses the Federal Reserve's monetary policy and the K-shaped U.S. economy. Dale characterizes new Fed Chair Kevin Warsh as a "dove in hawk's clothing," expecting the Fed to signal or enact policy tightening in the coming quarters to create room for later easing. He argues current economic signals, including high deficit spending, debt monetization, and credit growth, strongly indicate inflation is not on a credible path back to 2%, forcing the Fed to act. The discussion highlights the stark "K-shaped" economic reality. While top earners, buoyed by massive cash savings (up ~$8 trillion since pre-pandemic), continue robust spending, those at the bottom face severe financial strain, with delinquency rates on consumer loans reaching crisis-era highs. Dale attributes much of the current social and political anxiety to this divergence, driven by the "Cantillon effects" of monetary expansion, which disproportionately benefits asset owners. He emphasizes that in this environment of "financial repression," individuals must participate in asset markets to avoid being left behind. On equities, Dale notes a rotation from the "Magnificent Seven" tech giants into broader AI-exposed companies, while warning that the tech giants' massive capital expenditure cycles could eventually puncture over-optimistic cash flow projections. Dale concludes by stressing that the core desire across all economic strata is simply the dignity to provide for one's family, a goal currently undermined by systemic policies that act as a "wealth siphon" from the bottom to the top.

marsbit56m ago

Conversation with the Founder of 42 Macro: The Fed's 'Boiling the Frog Slowly' and the K-Shaped Economy

marsbit56m ago

The Domestic Answer to Space Computing Power: Photonics Are More Efficient, Musk and Huang's Approaches Are Too Roundabout

The Space Computing Race: A Photonic Advantage The competition for space-based computing has intensified, with figures like Elon Musk and NVIDIA's Jensen Huang highlighting its potential. Musk predicts solar-powered AI satellites could offer the most cost-effective computing by 2032. However, space presents extreme challenges for traditional electronic chips: radiation from cosmic particles can cause errors, the vacuum environment hinders heat dissipation, and limited solar power constrains energy-hungry systems. Photonic computing, using light instead of electrons, offers a promising solution. Its core advantages for space are threefold: 1) **Radiation Resistance**: Photons are charge-neutral, making them inherently immune to particle interference. 2) **Low Heat Generation**: Light propagation in waveguides generates minimal heat, bypassing critical thermal management issues. 3) **Low Power Consumption**: Photonic chips have near-zero static power draw, aligning perfectly with the energy constraints of satellites. Furthermore, for a given payload weight and volume, photonic systems can potentially deliver higher total compute density. Since they require less bulky cooling and power infrastructure, more space can be allocated to the compute units themselves. While photonic computing holds great promise, current industry approaches face hurdles like the memory-compute bottleneck (separate storage and processing) and challenges in large-scale integration. Engineering for space—withstanding launch vibrations and validating full system operation in orbit—remains a critical step. The path forward resembles the evolution from single GPUs to computing clusters, but via a photonic route. As electronic chips approach physical limits in miniaturization, photonic computing and optical interconnects (光算光联) may provide a key alternative to bypass these constraints and define the next generation of space-based computing capabilities.

marsbit1h ago

The Domestic Answer to Space Computing Power: Photonics Are More Efficient, Musk and Huang's Approaches Are Too Roundabout

marsbit1h ago

Trading

Spot

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.

494 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