«Закрепился выше важной отметки». Что будет с биткоином на неделе

cryptonews.ruPublicado a 2025-01-14Actualizado a 2025-09-15

Цена первой криптовалюты поднялась выше психологически важной отметки. Какие события могут повлиять на нее в ближайшие дни

Курс биткоина (BTC) за неделю вырос на 4,5%. К вечеру в пятницу, 12 сентября, он достиг $116,7 тыс. впервые с лета. В выходные цена первой криптовалюты откатывалась более чем на $2 тыс, но к утру понедельника, 15 сентября, снова колеблется около $116 тыс.

BTC/USD

115 880 +130 (0,11%)

ОКХ Sep 15 11:18:53

1д

3д

1м

3м

1г

5л

Курс Ethereum (ETH) за неделю вырос на 7%, до $4,6 тыс. Общая капитализация криптовалют за это время увеличилась на 5,47%, с $3,84 трлн до $4,05 трлн, по данным CoinMarketCap.

rbc.group

Чистый приток капитала в спотовые биржевые фонды (ETF) на биткоин по итогам завершившейся 12 сентября недели составил $2,34 млрд, согласно данным SoSoValue. Это максимум с середины июля. Поступления в Ethereum-фонды за прошлую рабочую неделю составили около $637 млн.

Индекс страха и жадности на крипторынке колеблется в нейтральной зоне, на отметке в 53 балла из 100. Это указывает на то, что участники рынка практически в равной степени склонны как к покупкам криптовалют, так и к их продажам.

«Осторожный оптимизм»

Биткоин закрепился выше психологически важной отметки $115 тыс. Это отражает возвращение интереса институциональных инвесторов и уменьшение давления со стороны рынка деривативов после масштабной экспирации опционов в конце августа, говорит владелец и генеральный директор GIS Mining Василий Гиря.

По его словам, ключевым событием текущей недели станет заседание Федеральной резервной системы США (ФРС) 16–17 сентября. Вероятность снижения процентной ставки на 25 б.п. оценивается рынками почти в 100%, отметил эксперт. Он указал на то, что интрига заключается в риторике регулятора и возможных сигналах о траектории денежно-кредитной политики до конца года.

Для биткоина это может стать переломным моментом, рассказал Гиря. По оценкам аналитиков компании, закрепление выше $117, 6 тыс. откроет дорогу к уровням $118–120 тыс., тогда как при более жестких комментариях рынок может вернуться к поддержке в районе $110 тыс.

Техническая картина по биткоину указывает на смещение баланса в сторону покупателей, хотя локальные риски сохраняются, говорит эксперт. Таким образом, рынок подходит к заседанию ФРС в состоянии осторожного оптимизма — именно от этой встречи зависит настроение крипторынка не только на оставшийся сентябрь, но и на весь осенний цикл, заключил Гиря.

Lecturas Relacionadas

Solana dApps Generated $257 Million In Q2 Revenue, Data Shows

Solana's decentralized applications (dApps) generated $257 million in revenue during the second quarter of 2026, marking the ninth consecutive quarter the network has led major Layer 1 and Layer 2 blockchains in fee-generating activity. This revenue metric, considered harder than hype, indicates real on-chain economic activity like decentralized exchange trading and token launches. While the figure underscores Solana's position as one of crypto's most active ecosystems and provides a narrative edge over Ethereum rivals, it is heavily tied to high-velocity, speculative trading such as meme coin activity. This dependency means revenue could decline if market sentiment shifts. The key test for Solana's dApp economy will be sustaining this revenue base during quieter market conditions.

bitcoinistHace 5 min(s)

Solana dApps Generated $257 Million In Q2 Revenue, Data Shows

bitcoinistHace 5 min(s)

The Most Hidden AI Winners

"The Most Under-the-Radar AI Winners" While core AI giants and their direct suppliers have dominated headlines, a group of seemingly unrelated, decades-old manufacturing companies have emerged as major beneficiaries. A key example is Japan's TOTO, famous for bathroom fixtures. Its stock soared 145% in a year, driven not by its mainstay toilet business but by its nearly 40-year-old semiconductor ceramic component unit. Specifically, TOTO manufactures electrostatic chucks—critical, hard-to-replace parts for advanced chip manufacturing processes like etching and EUV lithography. This segment, though only 9% of revenue, contributed over 54% of operating profit in FY2025 with a 43% margin. High barriers to entry, including deep know-how in high-purity ceramic sintering and long supplier certification cycles (5+ years), secure its position. This pattern repeats across industries. Nitto Boseki, a 128-year-old glass fiber maker, saw its stock rise 325% due to near-monopoly supply of T-glass, an essential low-expansion material for AI chip substrates. Similarly, Ajinomoto, the global MSG leader, commands 80-95% of the market for ABF film, a vital insulating layer in chip packaging. These "hidden" segments, often born from deep materials science expertise, are now bottleneck supplies in the AI hardware chain, enjoying pricing power and high margins. In China's A-share market, the theme combines this AI-driven demand with domestic substitution. Companies like Zhongci Electronic (advancing in electrostatic chucks) and Honghe Technology & Feilihua (in high-end electronic glass fabrics) are gaining traction. The investment thesis hinges on whether these domestic players can rapidly scale qualified capacity to capture the supply gap within the critical time window. Ultimately, these cases show that in the AI supply chain, high-profit concentrations exist not only at the cutting-edge tech frontier but also in indispensable, difficult-to-replicate materials and components. Market recognition often lags behind fundamental profit shifts, creating potential for significant re-ratings as traditional industrial firms are re-evaluated as key enablers of advanced semiconductor manufacturing.

marsbitHace 9 min(s)

marsbitHace 9 min(s)

The Most Secretive Winners of the AI Boom

"The Most Hidden AI Winners" An unlikely group of companies are emerging as major beneficiaries of the AI boom, not from designing chips, but from supplying critical materials and components essential for advanced semiconductor manufacturing. These 'hidden winners' are traditional manufacturers whose deep expertise in materials science has become indispensable. Japanese companies are leading this trend. Toto, globally known for bathroom fixtures, has seen its stock surge 145% over the past year, driven by its 40-year-old semiconductor ceramics business, which now contributes over half of its operating profit. Its electrostatic chucks are vital for advanced chip production and require years of expertise to manufacture. Similarly, Nittobo, a 128-year-old textile firm, controls 90% of the market for T-glass, a low-expansion glass fiber essential for AI chip substrates. Ajinomoto, the world's largest MSG producer, dominates the market (80-95% share) for ABF insulating film used in chip packaging. The core insight is that chasing "advanced" chips paradoxically increases reliance on traditional, high-precision material science where supply cannot be quickly replicated. These materials are now critical bottlenecks in the AI supply chain. This trend is mirrored in China's A股 market, framed by the theme of 'import substitution'. Companies like Zhongci Dianzi (electrostatic chucks) and Honghe Technology (ultra-thin electronic cloth) are making progress, but face the test of scaling production and matching Japanese rivals' quality. The key tension lies in the slow change of market perception. While profit structures rapidly shift towards high-margin tech components, these firms retain their traditional industry classifications, creating a valuation gap that is gradually closing as their roles in the AI ecosystem become undeniable.

链捕手Hace 16 min(s)

The Most Secretive Winners of the AI Boom

链捕手Hace 16 min(s)

DeFi Enters a Moment of Value Reassessment: Risks and Opportunities Behind the $70 Billion TVL

DeFi Enters a Moment of Value Reassessment: Peril and Opportunity Behind $70 Billion TVL On July 1st, the total value locked (TVL) across all DeFi protocols fell below $70 billion to approximately $69.358 billion, hitting its lowest point since February 2024. This decline signals a significant contraction in DeFi liquidity and marks a new adjustment phase for the industry, far from its 2021 peak of over $180 billion. The primary drivers of this TVL drop are a general decrease in crypto market risk appetite, which leads capital to exit volatile sectors like DeFi first, and the fading effectiveness of the high-yield liquidity incentive models that fueled the initial DeFi boom. Many protocols' high TVL figures were built on temporary subsidy-driven capital rather than genuine demand. Furthermore, capital is migrating to newer narratives like AI, RWA, and modular infrastructure. This cooldown exposes DeFi's growth bottlenecks: innovation has slowed with rampant protocol copycats, real yields have normalized to single digits, and poor user experience continues to hinder mass adoption beyond crypto-natives. However, the TVL decline does not spell the end for DeFi. The metric itself is limited, as it fluctuates with underlying asset prices. The industry is shifting from capital accumulation to efficiency competition, leveraging Layer 2 solutions and modular architecture to do more with less locked value. Crucially, DeFi is expanding into real-world financial use cases like the tokenization of real-world assets (RWA) and the growth of the stablecoin ecosystem, moving its value proposition from speculative token subsidies to real cash flows. In conclusion, while short-term pressures from liquidity contraction and user growth stagnation persist, the sector is undergoing a necessary value reassessment. DeFi is transitioning from a subsidy-driven, hype-based era toward a more mature, rational, and efficiency-focused phase, with long-term growth hinging on meeting real-world financial needs through RWA, stablecoins, and robust infrastructure.

marsbitHace 36 min(s)

DeFi Enters a Moment of Value Reassessment: Risks and Opportunities Behind the $70 Billion TVL

marsbitHace 36 min(s)

Crypto firms lead 2026 U.S. election donations with $189M: ‘Legalized bribery!’

Crypto industry leads corporate political spending for the 2026 U.S. midterm elections with a record $189 million, according to FEC data. This surpasses its 2024 total and accounts for over a third of all corporate donations. Major donors include a16z, Ripple Labs, and Coinbase, with funds largely supporting pro-crypto candidates, primarily Republicans. Key goals include passing the stalled CLARITY Act and protecting recent regulatory gains. Critics, like Senator Bernie Sanders, label the spending "legalized bribery."

ambcryptoHace 40 min(s)

Crypto firms lead 2026 U.S. election donations with $189M: ‘Legalized bribery!’

ambcryptoHace 40 min(s)

Trading

Spot