Исследование: новички на рынке биткоина потеряли из-за паники $100 млн в течение шести недель

cryptonews.ruPubblicato 2024-07-14Pubblicato ultima volta 2025-03-14

Новые данные от аналитической платформы CryptoQuant показали, что держатели биткоина, приобретавшие криптовалюту в последние месяцы, зафиксировали убытки более чем на $100 млн всего за шесть недель из-за панических продаж.

Инвесторы, владеющие монетами от одного до трех месяцев, приняли на себя основной удар во время рыночной коррекции, и многие не выдержали давления, продав активы с убытком.

Спекулянты массово выходят из позиций «в минусе»

CryptoQuant предполагает, что этот сегмент краткосрочных держателей (STH), определяемых как инвесторы, купившие биткоин не более шести месяцев назад, потерял около $100 млн.

«Это значительное сокращение стоимости биткоина, удерживаемого этой группой инвесторов, которые сейчас находятся в убытке, поскольку многие покупали по более высоким ценам и выходят с потерями», — написал аналитик под псевдонимом Onchained в блоге ‘Quicktake‘ 13 марта.

Аналитик сравнил рыночную капитализацию и реализованную капитализацию соответствующих участников рынка, что отражает текущую стоимость принадлежащего им биткоина по сравнению с ценой, по которой они в последний раз совершали транзакции.

«Рыночная капитализация (MC) их активов сейчас ниже реализованной капитализации (RC), что сигнализирует о том, что эти держатели фиксируют реализованные убытки», — отмечается в сообщении.

Такое поведение способствует увеличению давления продаж и может привести к дальнейшему снижению цены в краткосрочной перспективе.

Представленный график демонстрирует резкое отрицательное недельное изменение реализованной капитализации в масштабе, не наблюдавшемся в течение многих месяцев.

Реализованная капитализация краткосрочных держателей биткоина. Источник: CryptoQuant

Показатель чистой нереализованной прибыли/убытка (NUPL) данной группы инвесторов в настоящее время находится на уровне -0,19, что также свидетельствует о том, что большее количество монет удерживается «в убытке», чем в любое время за последний год.

Чистая нереализованная прибыль/убыток краткосрочных держателей биткоина. Источник: CryptoQuant

Падение цены биткоина может указывать на более широкую медвежью фазу

Февраль стал очередным испытанием для недавних покупателей биткоина, когда курс BTC/USD потерял до 30% по сравнению с последним историческим максимумом, зафиксированным в середине января.

Внезапные коррекции обходятся спекулятивным инвесторам дорого, а убыточные продажи становятся обычным явлением на фоне нарастающего страха и паники.

В то же время крупные инвесторы все чаще игнорируют краткосрочные колебания цены биткоина, наращивая позиции на уровнях около $80 000.

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