Аналитики заявили о переходе крипторынка в состояние «бычьей эйфории»

cryptonews.ruPublicado a 2020-07-15Actualizado a 2024-11-15

Эксперты Glassnode и Fasanara Digital оценили динамику и тенденции крипторынка в IV квартал 2024 года.
Они отметили рост доминирования биткоина и повышение активности институционалов и интерес последних к RWA.

Рынок находится на грани перехода от «бычьего энтузиазма» к «бычьей эйфории», что знаменуется обновлением ценового максимума биткоина на уровне $69 000. Об этом говорится в отчете Glassnode и Fasanara Digital, посвященному институциональному взгляду на крипторынок за IV квартал 2024 года.

Аналитики указали, что несмотря на пробитие отметки в $69 000 в марте 2024 года, тогда инвесторы «слишком интенсивно» фиксировали прибыль, поэтому потребовалось время на «охлаждение азарта».

Эксперты отметили восстановление индустрии после краха криптовалютной биржи FTX. С ноября 2022 года капитализация биткоина выросла на 372% — на момент написания она составляет свыше $1,7 трлн, по данным CoinMarketCap. Доминирование биткоина возросло с 38,7% до почти 60% на момент написания.

Доля Ethereum на рынке снизилась 17% до 12,8% после обновления Merge. Причина – недостаток притока капитала и розничного интереса, указали аналитики.

Доминирование основных активов с ноября 2022 года. Данные: отчет Glassnode и Fasanara Digital.

Эксперты отметили значительное повышение институциональной активности и ее влияние на рынок. Главной причиной стало одобрение первых спотовых биткоин-ETF в США. Активы под управлением фондов достигли $70,9 млрд, что составляет почти 5% от циркулирующего предложения биткоина, отмечается в отчете.

Биткоин-балансы спотовых ETF. Данные: отчет Glassnode и Fasanara Digital.

Аналитики также указали на рост объема спотовой торговли биткоином и открытых фьючерсных позиций на первую криптовалюту. Последний достиг исторического максимума в $37,1 млрд.

Объем спотовой торговли биткоином в долларах. Данные: отчет Glassnode и Fasanara Digital.

Кроме того, согласно отчету, одним из важнейших трендов последнего рыночного цикла стала токенизация активов реального мира (RWA). Фокус внимания таких гигантов как BlackRock и Franklin Templeton направлен на токенизацию казначейских облигаций, однако интерес к возможностям RWA продолжает расти, отметили эксперты.

Ранее мы сообщали, что, по данным Glassnode, количество биткоин-китов достигло максимума с января 2021 года.

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