【一周靓文】为什么现在可能是加密货币的底部？大型机构坚定做空，大户多单集中获利减持

火必Published on 2022-12-17Last updated on 2022-12-16

Abstract

BTC震荡运行。

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。

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1、《2022年度大事件：光暗双生，危机与希望并存》

2022年对加密行业来说是大苦大乐交织的一年。本文将回顾2022年加密行业发生的大事件，让我们一起感受这一年来的惊心动魄和曲折中的温暖曙光。

2022年度大事件：光暗双生，危机与希望并存

2022年，加密领域以Luna/UST的崩溃为起点开启了漫长的加密寒冬，在严峻的宏观环境下以及一系列戏剧性事件中遭受了沉重打击。2022年初，加密货币生态系统的市值达到近3万亿美元，而截至年底已蒸发2万亿美元，随之消失的还有Luna、3AC、FTX等大型参与者。

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2、《2022年链上数据回顾：BTC、ETH 和稳定币都发生了哪些变化？》

2022 年是残酷的一年，随着流动性和投机活动枯竭，整个市场的波动性和交易量降至多年来的低点。

随着 2022 年混乱、动荡和残酷的一年即将结束，我们探索了比特币、以太坊以及稳定币市场的状态。 这篇回顾性分析文章将是今年的最后一版，我们期待着在激动人心的 2023 年回归。

2022 年是最混乱、动荡以及残酷的年份之一，这不仅对数字资产行业如此，对更广泛的金融市场也是如此。 随着央行货币政策发生 180 度大转弯，在经历了数十年极其宽松的信贷环境之后，紧缩环境已导致大多数资产类别出现严重而迅速的缩水。

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3、《不懂代码的DeFi套利者，为何总能赚得盆满钵满？》

即便做不了技术含量更高的黑客，如果能在信息繁杂的 Web3 中时刻保持敏锐的嗅觉与果断的执行力，对 DeFi 的基本原理熟稔于心，高效快速地获知类似一闪而过的危机，也未尝不能在 Web3 世界在寻找到类似的机遇。

12 月 2 日，加密基础设施提供「Ankr」的 aBNBc Token（BNB 封装资产）合约因存在无限铸造 Token 漏洞而被攻击，攻击者铸造了大量 aBNBc Token 后卖出，导致 aBNBc 价格几近归零，很多用户都没有及时获知消息从而止损。

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4、《大型机构坚定做空，大户多单集中获利减持 | CFTC 比特币持仓周报》

12 月 10 日公布的最新一期 CFTC CME 比特币持仓周报（ 11 月 30 日 - 12 月 6 日）显示，比特币标准合约总持仓量自 16832 下降至 15769，统计周期内比特币价格继续小幅上涨，不过市场总体参与热度进一步下降，持仓总量创出近四个统计周期新低。在上一统计周期发生反弹后多类账户做出的调仓操作的思路能否在最新统计周期内得到延续，是本期周报最重要的看点。

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5、《5个原因分析：为什么现在可能是加密货币的底部？》

早些时候 Bankless 联合创始人David Hoffman 与 Chris 进行了 50 分钟的交谈，Chris 阐述了他 bottom-call 的论点。在这篇文章中，我们将深入探讨 Burniske 认为市场已经触底的核心原因。

2022 年是残酷的一年，Terra、3AC 和 FTX 等前巨头的崩溃对该行业造成了巨大破坏。

人们的情绪低落，价格下跌也非常厉害。加密货币总市值比其峰值下降了71%以上，在短短一年多的时间里蒸发了超过 2.2 万亿美元的价值。

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