ETF吸金势头凶猛,比特币市值重回一万亿美元!

金十Publicado a 2024-02-14Actualizado a 2024-02-14

周三,正值中国农历大年初五“迎财神”之际,币圈延续“狂飙”的春节行情。CoinGecko数据显示,随着比特币和以太坊走高,比特币市值重回1万亿美元上方,加密货币总市值重回2万亿美元上方

比特币价格突破了51000美元/枚的水平,再创2021年12月以来新高。自今年2月初以来,这一全球最大的加密货币已上涨约20%,已创下去年10月份以来的最大月度涨幅。

其他加密货币的价格也出现上涨。根据CoinDesk的数据,以太坊周三触及2759.93美元/枚,这是自2022年5月以来的最高水平。投资者预计SEC今年也有望批准现货以太坊ETF。

分析师表示,最近几周美国新上市的现货比特币ETF获得强劲资金流入,推动了部分价格走势。LSEG Lipper数据显示,截至周三的一周内,流入美国11只现货比特币ETF的资金增加至16.4亿美元。这些ETF产品在1月获得监管部门批准后开始上市交易。

加密货币流动性提供商B2C2的分析师表示:“这样的(资金流入)速度是否会持续下去还有待观察,但在加密货币领域,价格往往会推动资金流动。”

期权市场显示投资者正在加码押注比特币将再创历史新高。根据最大的加密货币期权交易所Deribit的数据,3月29日到期、执行价格分别为60000美元、65000美元和75000美元的看涨期权的未平仓合约数量显着增加。

比特币期权交易员押注比特币价格将创下历史新高

K33 Research高级分析师Vetle Lunde表示:“整个期权市场目前正为比特币未来几个月继续保持增长势头做准备。”

坎伯兰实验室(Cumberland Labs)的DeFi分析师克里斯·纽豪斯(Chris Newhouse)指出:“执行价在75000-100000区域的期权交易可能更多地是对较长期隐含波动率的押注,而不是纯粹对方向的押注。”

美联储潜在的降息和减半是可能推高比特币价格的主要驱动力之一。比特币减半事件每四年发生一次,预计2024年4月底将触发第4次减半事件。当减半发生时,给予比特币矿工的奖励将减少一半,这会减少市场上的比特币数量。

从历史上看,减半事件会推动比特币在接下来的几个月创​​下新高。比特币上一次创下历史新高是在2021年11月,当时的价格略低于69000美元。

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