【每日投研焦点】138个主力地址扫货BTC 俄乌局势增加新变数

火必研究院Published on 2022-03-01Last updated on 2022-03-09

Abstract

俄乌局势变化较多，两方谈判暂时缓和了局势，金融市场普遍向上期间BTC价格迎来强劲反弹。

俄乌局势变化较多，两方谈判暂时缓和了局势，金融市场普遍向上期间BTC价格迎来强劲反弹。行情方面BTC主力吸筹迹象出现，投资者可关注俄乌局势推动的加密货币使用率提升，对行情向上的推动作用。

1、BTC价格：区间内强震反弹，俄乌事件影响较大

BTC在2月最后一个交易日迎来反弹走势，价格短线涨幅高达18%，是重要区间内波动强度最高的一次。回顾过去一年内的BTC价格走向，斐波那契61.8%对应的28307美元确认了重要支撑后，近期在斐波那契50%对应的36077美元的反转依然有效，双底支撑提升价格向上反弹，投资者可关注BTC在关键压力位斐波那契38.2%对应的43847美元的突破效果。

BTC区间内强震反弹

2、链上巨鲸地址数：数量飙升，筹码快速集中

链上巨鲸地址数迎来飙升信号，数据从低位2118扩大至2256，增长高达138个地址。也就是说，持币地址数为1000枚以上的地址数增长高达6.5%的情况下，主力已经开始抄底动作。目前的巨鲸地址是为2021年6月15日以来最高，高于2021年9月27日的2200个地址。从主力操盘的角度分析，BTC已经蓄势待涨。

BTC链上巨鲸地址数

3、Purpose BTC ETF持仓：逆势增持BTC，提示买点

Purpose BTC ETF近期的持仓变化增长期间，与多数基金对BTC增持趋势一致，表明投资者对BTC价格的认可度依然较高。Purpose BTC ETF持仓BTC数量不高，2月27日最新数值为32329枚BTC，相对2月9日的低点28845枚BTC增加12%。BTC巨鲸持币地址数增长与基金持仓增加方向一致，意味着近期行情表现机会依然较多。

Purpose BTC ETF持仓量

4、全球市场动向：乌克兰欲加入欧盟，俄乌局势瞬息万变

俄罗斯被禁用SWIFT后，卢布对BTC和USDT的交易量激增。同时，乌克兰接受加密资产捐赠的数量在2月23日以后大幅度增长。这表明，俄乌局势利好加密货币使用。

消息面，3月1日，乌克兰总统泽连斯基签署加入欧盟的正式申请文件。与此同时，乌克兰驻欧盟代表弗谢沃洛德·琴佐夫（Vsevolod Chentsov）表示，欧盟已正式启动审议乌克兰入籍申请的程序。若乌克兰成功加入欧盟，那么俄乌局势将新增更多变数，加密货币在局势混乱期间使用率提升，无疑是推升BTC价格的因素之一。因此，短期依然可以关注反弹节奏。

BTC/RUB和USDT/RUB交易量

BTC/UAH和USDT/UAH交易量

5、热门板块和币种：存储板块表现较好，AR持续反弹

今日24小时涨幅前五的板块分别为：Celo Ecosystem（CeLo生态）涨幅8.0%、Farming-as-a-Service (FaaS)（挖矿服务）涨幅6.1%、IoTeX Ecosystem（IoTeX生态）涨幅6.1%、Zilliqa Ecosystem（ZIL生态）涨幅6.0%和Centralized Exchange Token（中心化交易所代币）涨幅5.2%。排名前一百币种中，今日上涨的前五币种有：WAVES（40%）、RUNE（24.5%）、LUNA（20.6%）、THETA（19.0%）、FTM（3.0%）。

整体市场涨幅空间提升，涨幅排名前五板块中，WAVES和LUNA的7天上涨达101%和77%。所属板块可关注智能合约和算法稳定币板块。

Trending Cryptos

ctr
CitreaCTR
wstusdt
wrapped stUSDTWSTUSDT
apr
aPrioriAPR
ctx
Cryptex FinanceCTX
audio
AudiusAUDIO
mantra
MantraMANTRA
xvs
VenusXVS
waxl
AxelarWAXL
bill
Billions NetworkBILL
pyth
PYTH (Pyth)PYTH
rune
THORChainRUNE
velodrome
Velodrome FinanceVELODROME
brev
BrevisBREV
zrx
ZRX（0X）ZRX
cake
PancakeSwapCAKE

Related Reads

Blockchain.com Expands Tokenized Stock Access Through Ondo Finance

Blockchain.com has expanded its partnership with Ondo Finance to integrate tokenized U.S. stocks and ETFs into its wallet ecosystem. This move allows eligible, primarily non-U.S., users to access traditional financial assets through a familiar crypto-native interface, blending real-world asset exposure with existing crypto holdings like stablecoins and DeFi tools. Ondo Finance, a key player in tokenizing assets like Treasuries and equities, gains a significant distribution channel through Blockchain.com's large user base. The partnership highlights the industry trend of making tokenized assets as accessible as ordinary crypto tokens, targeting global audiences who may face barriers using traditional brokerage services. While the tokenized real-world asset (RWA) market grows increasingly competitive, questions remain around custody, regulation, and market structure. Blockchain.com and Ondo are betting that seamless wallet integration can address these challenges and drive broader adoption.

bitcoinist1h ago

Blockchain.com Expands Tokenized Stock Access Through Ondo Finance

bitcoinist1h ago

CPU Makes a Comeback to the Table, A $170 Billion "Power Seizure" Drama Begins

A new era is dawning for the server CPU (Central Processing Unit), driven by the shift from AI model training to large-scale reasoning and the rise of Agentic AI. This article explores how the CPU is reclaiming a central role in the AI data center. For years, the focus has been on the GPU (Graphics Processing Unit) for AI training. However, as AI moves to the inference and Agent phase—where tasks involve complex, multi-step reasoning, tool calls, and data management—the workload balance is flipping. Studies show CPUs now handle over 70% of the workload in Agentic AI, up from 10-30% in training. This is because Agent tasks generate massive intermediate data (KV Cache) that exceeds GPU memory, forcing it to be offloaded to the CPU's larger, more scalable memory pools. This increased importance is translating into market changes. Major players are taking note: NVIDIA launched its first standalone CPU line, Vera, based on ARM architecture and optimized for Agent performance. AMD doubled its server CPU market forecast to over $1200 billion by 2030. Analyst reports project the total server CPU market could reach $1700 billion by 2030, with AI-driven demand being a primary driver. Furthermore, the classic ratio of CPUs to GPUs in AI servers is rapidly changing, converging from 1:8 toward 1:1 for Agent deployments. This surge in demand has led to a rare industry-wide price increase of 10-15% for server CPUs from Intel and AMD, breaking a decade-long trend of "more performance for the same price." Demand is bifurcating into high-core-count CPUs for in-rack GPU support and moderate-core CPUs for standalone Agent task orchestration. In China, this global trend presents an opportunity for domestic CPU manufacturers like Hygon (海光信息) and Huawei Kunpeng, who are bolstered by both growing AI infrastructure needs and national policies promoting technological self-reliance ("xin chuang"). The maturity of their software ecosystems is also accelerating, evidenced by faster adaptation to new AI models. In conclusion, the narrative is shifting from a GPU-centric view to one where CPU-GPU synergy is critical. The CPU is no longer a peripheral component but a performance-defining bottleneck and a key growth driver in the AI hardware stack, opening a massive new market estimated in the hundreds of billions of dollars.

marsbit1h ago

CPU Makes a Comeback to the Table, A $170 Billion "Power Seizure" Drama Begins

marsbit1h ago

TechFlow Intelligence: AMD AI Director Publicly Criticizes Claude Code for "Becoming Dumber and Lazier", Trump Claims Full Ceasefire in Hormuz But Strait Still Has 80 Unexploded Mines

TechFlow Intelligence Report: This daily digest covers key developments in AI, crypto, hardware, and geopolitics. In AI, SK Telecom faces US export control scrutiny over its partnership with Anthropic, while a Gemini user reports being misled in a scam scenario, sparking safety debates. China's Z.AI launches the GLM-5.2 model, rivaling Claude Opus without NVIDIA chips. In crypto, Bithumb lists ReProtocol, and Upbit delists KernelDAO. On the hardware front, MIT researchers build a custom OS to study chips, ASML denies US claims its advanced lithography machines are in China, and Amazon considers selling its in-house AI chips. Apple's future A21 Pro chip may use TSMC's latest N2P process. Major tech issues include 10,000 GitHub repositories distributing malware and Apple patching a critical eavesdropping flaw in Beats earbuds. US stocks rise, led by semiconductors, with Intel surging 10.6%, while SpaceX falls 3.5%. Geopolitically, despite a US-Iran deal, the Strait of Hormuz remains risky with ~80 uncleared mines, stalling 80M barrels of oil on standby tankers. Iran postpones Switzerland talks, and Trump calls the agreement an "unconditional surrender." The report highlights a contrast: temporary geopolitical calm versus the ongoing, fundamental restructuring of tech supply chains and chip independence.

marsbit1h ago

TechFlow Intelligence: AMD AI Director Publicly Criticizes Claude Code for "Becoming Dumber and Lazier", Trump Claims Full Ceasefire in Hormuz But Strait Still Has 80 Unexploded Mines

marsbit1h ago

South Korea Moves to Regulate Cross-Border Crypto Transfers Under New Framework

South Korea is expanding its regulatory framework for cross-border virtual asset transfers, set to launch in December, by including fintech companies. Under the new rules, firms conducting such transfers must register with the Ministry of Economy and Finance and report transactions through the foreign exchange system. The move aims to bring previously unsupervised crypto transfers under formal oversight to address money laundering and crime risks. While initial expectations were that major crypto exchanges like Upbit would dominate the new licensing system, regulators now plan to extend eligibility to non-traditional entities, including fintech firms, if they can efficiently perform transfers. Authorities are finalizing implementation rules with industry stakeholders ahead of the December launch. This framework is part of broader efforts to strengthen digital asset oversight in South Korea, which includes developing rules for tokenized securities, potentially subjecting them to securities taxes.

TheNewsCrypto3h ago

South Korea Moves to Regulate Cross-Border Crypto Transfers Under New Framework

TheNewsCrypto3h ago

Matt Damon To Speak At Ripple Swell As Water.org’s RLUSD Push Draws Attention

Matt Damon is scheduled to deliver a keynote at Ripple Swell 2026, representing the non-profit Water.org which he co-founded. His appearance highlights a partnership between Water.org’s "Get Blue" campaign and Ripple, the campaign’s exclusive digital asset and payments partner. Ripple will utilize its payment network and RLUSD stablecoin to facilitate faster, lower-cost cross-border transactions for the campaign’s microfinance partners. This collaboration provides RLUSD with a mainstream, humanitarian use case focused on operational efficiency in aid funding, moving beyond typical stablecoin narratives centered on trading and finance. For Ripple, the partnership offers a reputational boost by framing its technology as practical payment infrastructure for social impact, though the actual adoption and scale of such use cases remain to be seen.

bitcoinist3h ago

Matt Damon To Speak At Ripple Swell As Water.org’s RLUSD Push Draws Attention

bitcoinist3h 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.

396 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

Top Questions