12张图解读11月加密市场数据,受FTX影响有多大?

the block cryptoPublished on 2022-12-02Last updated on 2022-12-05

Abstract

刚刚过去的11月,加密市场几乎被FTX和Alameda Research的暴雷事件“主导”,整个行业开始去风险化,投资者也开始将加密货币从交易所取出并进行自我托管。

刚刚过去的11月,加密市场几乎被FTX和Alameda Research的暴雷事件“主导”,整个行业开始去风险化,投资者也开始将加密货币从交易所取出并进行自我托管。在这些趋势推动下,加密市场发生了哪些变化呢?让我们用12张图来进行深入解读。

1、11月加密市场调整后链上总交易额有所增长,达到2600亿美元,增幅为9.9%,其中比特币链上交易额下降了13.1%,以太坊链上交易额上涨了66.7%。

2、调整后的稳定币链上交易量增加了58.3%,达到9186亿美元,创下单月交易额历史新高。已发行的稳定币供应量在11月增加了1.8%,达到1395亿美元,其中USDT市场份额有所下降,跌至50.5%,而USDC市场份额则上升至28.7%,但USDC年内发行供应量则下降了2.7%。

3、比特币矿工收入在11月下降了19.9%,跌至4.826 亿美元,同时ETH质押者收入也有下降,11月为8880万美元,降幅2.6%。

4、11月以太坊链上ETH销毁量达到53,155 枚,约合6,860万美元,值得一提的是,今年5月初ETH销毁量飙升是由Otherside虚拟地块NFT销售引起的。此外,自2021年8月上旬实施EIP-1559以来,以太坊网络一共销毁了275万枚ETH,约合87.3亿美元。

5、11月以太坊链上NFT市场交易额进一步下降,跌至3.814亿美元,跌幅为0.9%。需要注意的是,自2022年1月以来,NFT市场LooksRare交易量已重新调整并排除了洗售交易。

6、合规中心化交易所的现货交易额上涨23.7%,达到6729亿美元。

7、另一个需要关注的指标是交易所市场份额占比,在11月,币安市场份额占比超过四分之三,达到75.1%,Kraken市场份额占比为9.2%,FTX跌至3.1%。

8、11月灰度比特币信托基金GBTC的日均交易额增长108.6%,达到7400万美元。

9、在期货持仓量方面,11月BTC期货和ETH期货持仓均有所下降,其中比特币期货持仓量下跌了16.1%,以太坊期货持仓量跌幅高达40%。在期货交易额方面,BTC期货和ETH期货交易额也都出现下跌,其中比特币期货11月交易额跌至6220亿美元,跌幅为22.3%。

10、芝商所比特币期货未平仓合约增加了7%,甚至15.3亿美元;日均成交量增长3.9%,升至13.5亿美元。

11、11月以太坊期货月交易额下跌6%,跌至5930亿美元。

12、在加密货币期权方面,BTC期权和ETH期权持仓量均出现下降,其中比特币期权持仓量跌幅为18.9%,以太坊期权持仓量下跌32.6%。此外,比特币期权交易额和以太坊期权交易额同样也有所下降,其中比特币月度期权交易额跌至133亿美元,下降5.7%,而以太坊月度期权交易额跌幅达到11.5%,降至100亿美元。

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