В Matrixport считают маловероятным начало альтсезона в краткосрочной перспективе

cryptonews.ruPublicado a 2023-08-18Actualizado a 2025-04-18

  • Аналитики Matrixport заявили, что для роста рынка альткоинов не хватает ликвидности.
  • Также эксперты считают маловероятным начало альтсезона в краткосрочной перспективе.

Эксперты аналитической компании Matrixport считают маловероятным начало альтсезона в краткосрочной перспективе. По их словам, для того, чтобы альткоины начали устойчивый рост, рынок должен увидеть инвестиции, подкрепленные реальным использованием или резким скачком ликвидности.

📃#MatrixOnTarget Report – April 18, 2025 🔽

Altcoins Come and Go – Only Bitcoin Remains#Matrixport #BTC #Crypto #CryptoInvestors #Bitcoin #StockMarket $BTC #stock #stockmarkets #ETH $ETH #ETHETF #Altcoins pic.twitter.com/fzaktO92y0

— Matrixport Official (@Matrixport_EN) April 18, 2025

Они добавили, что согласно текущим показателям, значительного роста ликвидности в ближайшее время не предвидится. Кроме того, по данным экспертов, для роста биткоина требуется сочетание трех основных источников ликвидности, а именно:

  • благоприятная политика ФРС или снижение ставок;
  • микроликвидность, например рост объема стейблкоинов или использование кредитного плеча;
  • макроликвидность, в частности новые стимулы в форме поддержки домохозяйств или других мер.

В Matrixport отметили, что Федеральная резервная система США, вероятно, сохранит процентные ставки без изменений, несмотря на инфляционное давление от ожидаемых тарифов Трампа.

«Хотя рынки уже учли цены на возвращение Трампа в 2025 году, председатель ФРС Джером Пауэлл отмечает осторожный подход, что также снижает вероятность значительного притока ликвидности», 1 говорится в сообщении.

Напомним, ранее генеральный директор аналитической платформы CryptoQuant Ки Янг Джу заявил, что этот альтсезон будет странным и сложным.

Lecturas Relacionadas

"King of Shilling" Hayes Strikes Again, This Time Setting His Sights on Deribit

On June 29, BitMEX co-founder Arthur Hayes acquired approximately 6.16 million SYN tokens via OTC platform Flowdesk, valued at around $2.2 million. Subsequently, Hayes publicly endorsed SYN on X, calling it one of the most asymmetric investments he's seen since HYPE and declaring it time for an on-chain options DEX to challenge industry leader Deribit, naming Hypercall as that challenger. The article details the evolution of the Synapse Protocol, originally launched in 2021 as a cross-chain messaging and liquidity network. While its TVL peaked above $1 billion during the last bull market, it has since declined. The protocol's team has since built Hypercall, an on-chain options trading platform on Hyperliquid's HyperEVM, which supports trading options on "any asset" with features like 24/7 trading and defined risk limited to the premium paid. Deribit, founded in 2016, is highlighted as the dominant centralized crypto options exchange, commanding roughly 85% market share in BTC and ETH options. Its strengths include deep liquidity and professional tools, though it faces critiques over custody risk, KYC requirements, and regulatory uncertainty. The analysis suggests Hypercall's potential lies in decentralization, permissionless access, and transparency, potentially carving a niche in DeFi-native and emerging asset options. However, it faces significant challenges competing with Deribit's established network effect and liquidity depth. The piece concludes by noting Hayes's recent and mixed "call" history, referencing his previous promotion and subsequent sale of HYPE, as well as a controversial price target report for CARDS from his family office, Maelstrom, which was followed by a significant price drop for the asset. This activity has drawn criticism, with some accusing Hayes of creating exit liquidity for his followers.

Foresight NewsHace 14 min(s)

"King of Shilling" Hayes Strikes Again, This Time Setting His Sights on Deribit

Foresight NewsHace 14 min(s)

One Year After the Crash of Crypto Treasury Companies, Copycats Are Already Making a Comeback

One year after the collapse of digital asset treasury (DAT) companies, which wiped out up to 99% for early investors, the scheme has returned in a new guise. Recently, Triller Group announced it would become a "SpaceX treasury company," causing its market cap to surge. This follows the rebranding of another firm, LGHL, now targeting a token called HYPE. The original model, popularized by MicroStrategy (MSTR) and its "Bitcoin yield" narrative, saw companies trading at massive premiums to their underlying crypto holdings. However, most followers like TwentyOne, Metaplanet, and Nakamoto have crashed 80-95%+ from their peaks, erasing nearly all value for late investors. The author argues these structures have no fundamental reason to trade at premiums when low-fee Bitcoin ETFs or direct ownership exist. The cycle persists due to speculative demand driven by FOMO, gamification, and a belief the system is rigged, met by insiders and promoters who profit from the pump-and-dump dynamics. Drawing a parallel to the 1637 Tulip Mania, the piece concludes that such frenzies are not a bug but a recurring product of markets, where greater fools provide demand and insiders supply the schemes. Despite holding Bitcoin personally, the author condemns this specific packaging of assets into leveraged corporate vehicles marketed as innovation, a cycle seemingly unstoppable until a major crash.

marsbitHace 26 min(s)

One Year After the Crash of Crypto Treasury Companies, Copycats Are Already Making a Comeback

marsbitHace 26 min(s)

Trading

Spot
活动图片