【一周靓文】2023年比特币已做好反弹准备,通过美林时钟模型确认BTC牛熊

火币资讯Published on 2022-12-10Last updated on 2022-12-09

Abstract

2022年,美联储持续加息,全球流动性紧缩,加密行业进入深熊。

一周靓文,介绍过去一周最值得关注的热点文章,帮助投资者深刻理解市场动态。

1、《大型机构「错失」反弹,中小户抄底取得阶段性成功 | CFTC 比特币持仓周报》

12 月 3 日公布的最新一期 CFTC CME 比特币持仓周报( 11 月 23 日 - 11 月 29 日)显示,比特币标准合约总持仓量自 18354 下降至 16832,该数值自历史高点回落,统计周期内比特币价格波动幅度有限,市场在统计周期内处在相对平缓的状况之中。不过考虑到该统计周期后行情迎来了一波小幅反弹,因此各类账户在该统计周期内的调仓思路仍然存在一定参考价值。

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2、《2023年比特币已做好反弹准备》

比特币:生存还是毁灭?这是个问题。

我们即将进入 2023 年,加密货币市场或许都在寻找这一问题的答案,对于 Bloomberg Intelligence 而言,答案更倾向于前者,作为全球资产组合的一部分,加密货币市场复苏的时机已经成熟。一年后,美联储很可能会转向宽松政策,而加密货币似乎已准备好跑赢大多数传统资产。

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3、《 通过美林时钟模型确认BTC牛熊,提前配置加密资产》

当前加密货币领域生态越来越丰富、参与者越来越多样化且沉淀资金越来越多。在这种情况下,我们需要新的投资工具来对整个领域进行周期分析和品种选择。因此我们对在传统金融领域中比较成熟和知名的美林时钟模型进行了研究,希望能将其移植到加密货币领域。

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4、《频频踩雷后,全球最大加密借贷平台欠债超18亿美元》

加密借贷平台Genesis的流动性危机正变得越来越紧迫。

12月6日,Genesis的最大债权人Gemini表示,退还9亿美元资金是首要任务。

由于受到FTX破产的波及,Genesis半个月前宣布暂停赎回和新贷款发放,然而截止目前,Genesis的紧急融资并未取得有效进展,而相关的破产传言则在全网传播。

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5、《全球区块链产业全景与趋势——2022-2023年报告》

2022年,美联储持续加息,全球流动性紧缩,加密行业进入深熊。今年,Crypto资产总市值缩水超过2.2万亿美元,CEFI类机构业务规模下降约71.4%。行业在连续经历Terra崩盘、3AC和FTX破产事件后受到重创,包括BlockFi、Genesis等大型机构遭遇破产或清算危机。但是,行业的建设并没有停止:一级市场的投融资总额超过277亿美元;以太坊开启了PoS新时代,Layer2快速发展;X2E唤醒了GameFi新业务模式等。本篇报告将从行情、数据、投资、地域、应用、技术、监管等7个领域全面分析2022年的得与失,为2023年的行业发展提供预判和建议。

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What is $BITCOIN

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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. 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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. 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