Bitget Resumen Diario: HYPE, SUI, EIGEN y otros tokens tendrán grandes desbloqueos esta semana, HYPE desbloqueará valor por aproximadamente 256 millones de USD

深潮Published on 2025-12-29Last updated on 2025-12-29

Abstract

Resumen de Bitget: Desbloqueos masivos de tokens HYPE, SUI y EIGEN esta semana, con HYPE liberando aproximadamente 256 millones de dólares. **Panorama General:** El mercado de criptoactivos muestra señales mixtas. Un análisis de 10x Research sugiere que Bitcoin está en tendencia bajista pero podría volverse alcista en enero. Los ETF spot de Bitcoin y Ethereum continúan experimentando salidas netas de fondos. **Desbloqueos de Tokens:** Se anticipan desbloqueos significativos de tokens esta semana, destacando el de HYPE por un valor de ~$256 millones. El equipo de Hyperliquid confirmó que 1.2 millones de tokens HYPE se distribuirán a su equipo el 6 de enero. **Contexto Macroeconómico:** Mientras la plata alcanza nuevos máximos históricos, surgieron opiniones divididas entre los analistas sobre si los inversores en criptomonedas deberían cambiar a metales preciosos. Los mercados bursátiles estadounidenses se mantienen cerca de máximos históricos. **Mercado y Liquidaciones:** En las últimas 24 horas, el mercado de criptomonedas registró liquidaciones por $121 millones, con posiciones cortas representando $84 millones. El precio de BTC (~$89,300) se encuentra en una zona de alta volatilidad con apalancamiento concentrado tanto para longs como para shorts. **Noticias Destacadas:** - El Salvador ha aumentado sus tenencias de BTC en 1,511 monedas en 2025. - El volumen de DEX en Solana superó los $1.7 billones, ocupando el segundo lugar. - Se identificó una posible operación con ...

Autor: Bitget

Perspectiva de hoy

1. Cointelegraph cita análisis de expertos de la industria: las perspectivas para 2026 de las empresas de tesorería de activos cripto (DAT) son sombrías, con acciones de muchas grandes empresas cayendo significativamente. Altan Tutar, cofundador y CEO de MoreMarkets, indicó que, a medida que la competencia del mercado se intensifica, la mayoría de las empresas de tesorería de Bitcoin desaparecerán junto con otras DAT, siendo las empresas enfocadas en altcoins las primeras en salir; aquellas que puedan proporcionar valor adicional y generar retornos estables tienen más probabilidades de sobresalir.

2. 10x Research: El mercado de cripto parece tranquilo en superficie pero hay corrientes subyacentes, Bitcoin aunque en tendencia bajista podría volverse alcista en enero.

3. Datos: Los tokens HYPE, SUI, EIGEN, entre otros, tendrán grandes desbloqueos esta semana, siendo el valor desbloqueado de HYPE de aproximadamente 256 millones de USD.

Macro & Tendencias

1. La plata física supera los 80 USD por onza, estableciendo un nuevo récord. Diferentes analistas ofrecen conclusiones distintas: Louis Navellier, fundador de la firma Navellier & Associates, señala que, dado que el precio del oro subió casi un 70% en 2025 mientras la mayoría de las criptomonedas continuaban cayendo, es momento de que los inversores en cripto se pasen al oro; analistas de Capital Economics advierten que los precios de metales preciosos como la plata están al borde de un "precipicio".

2. Jin10: Enfoque de fin de año en la política de la Fed y la rotación de sectores, las acciones estadounidenses se acercan a máximos históricos. "El impulso claramente está del lado de los alcistas", dijo Paul Nolte, asesor senior de wealth management en Murphy & Sylvest Wealth Management, "a menos que ocurra un evento externo imprevisto, creo que la ruta de menor resistencia para el mercado de valores sigue siendo al alza".

3. Los ETF spot de Bitcoin tuvieron una salida neta total de 276 millones de USD en un día, con salidas netas durante 6 días consecutivos; los ETF spot de Ethereum tuvieron una salida neta de 38.6989 millones de USD, con salidas netas durante 3 días consecutivos.

Tendencias del Mercado Principal

1. En las últimas 24 horas, las liquidaciones en el mercado de criptomonedas totalizaron 121 millones de USD, con liquidaciones en corto (short) de 84 millones de USD. Las liquidaciones de BTC fueron de aproximadamente 24 millones de USD, y las de ETH de unos 28 millones de USD.

2. Mercado de valores EE.UU.: Dow Jones -0.04%, Nasdaq -0.09%. S&P 500 -0.03%. Nvidia (NVDA.O) +1.02%, Circle (CRCL.N) cayó casi -1.66%, MSTR (MicroStrategy) +0.06%.

3. El mapa de liquidaciones de Bitget BTC/USDT muestra: El precio actual alrededor de 89,300 se encuentra cerca de una zona densa de convergencia de liquidaciones largas y cortas. Por encima, en el rango de 89,500–90,000, se concentran muchas posiciones cortas altamente apalancadas; una ruptura podría desencadenar una escalada por pánico de los vendedores en corto. Por debajo, en la región de 87,000–88,000, el apalancamiento largo está concentrado; una caída por debajo activaría stops de pérdida en cadena. La tendencia a corto plazo está en una fase de alta volatilidad donde "es fácil ser barrido tanto al alza como a la baja".

4. En las últimas 24 horas, el flujo de entrada spot de BTC fue de aproximadamente 316 millones de USD, el flujo de salida de unos 280 millones de USD, resultando en una entrada neta de 36 millones de USD.

Noticias y Movimientos

1. Datos: El Salvador ha acumulado 1511 BTC desde principios de 2025 hasta la fecha.

2. Michael Saylor publica nuevamente información del Bitcoin Tracker, probablemente revelando datos de acumulación esta semana.

3. El volumen de transacciones de NFT la semana pasada cayó un 4.72% a 63.52 millones de USD, mientras el número de compradores y vendedores aumentó más del 25%.

Avances de Proyectos

1. PANews: Trust Wallet confirma que 2596 direcciones de wallet se vieron afectadas, dará a conocer nuevos avances dentro de un día.

2. Una nueva wallet retiró tokens ZEC por valor de 4.12 millones de USD de Kraken hace 10 horas.

3. Flow: Está coordinando con socios clave de infraestructura para determinar el plan final de reinicio.

4. El volumen de transacciones spot en DEX de Solana supera los 1.7 billones de USD año hasta la fecha, escalando al segundo puesto.

5. Una ballena retiró de Kraken 2218 ETH, 37.1 millones de SKY y 4772 AAVE.

6. Según monitoreo de Onchain Lens, la ballena "0xa339" ha establecido una posición larga en ETH mediante préstamos en ciclo y ha vendido nuevamente 10,002 ETH, obteniendo 29.38 millones de USDC.

7. Se sospecha que el equipo de Astra Nova transfirió nuevamente tokens RVV por valor de 870,000 USD a un CEX.

8. Cofundador de Hyperliquid: 1.2 millones de tokens HYPE se distribuirán a los miembros del equipo el 6 de enero después del desbloqueo.

9. Fundador de Lighter responde a grandes transferencias de tokens LIT: No relacionado con airdrop, se espera que la APP se lance en las próximas semanas.

10. Bubblemaps: Se sospecha que el proyecto Meme coin ATLAS tiene trading con información privilegiada, 68 wallets ya poseen el 47% del suministro de tokens.

Descargo de responsabilidad: Este informe fue generado por IA, verificado manualmente solo para información, no constituye asesoramiento de inversión.

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