分析师:BTC或面临抛售压力 17亿美元的BTC转至链上

币界网Published on 2024-08-14Last updated on 2024-08-14

币界网报道:

作者:Tom Mitchelhill,CoinTelegraph;编译:五铢,

一位链上比特币分析师表示,最近 17 亿美元的“休眠”比特币转移可能会导致加密货币市场抛售压力增加。

匿名交易员 XBTManager 在 8 月 13 日发布给 CryptoQuant 的一篇文章中写道,8 月 11 日至 8 月 12 日期间,共有 29,206 个比特币被转移到链上,这些比特币已经闲置了长达三年。

8 月 11 日至 8 月 12 日期间,有 29,206 个休眠 BTC 被转移。来源:CryptoQuant

XBT 表示,8 月 11 日,18,536 个闲置了 2-3 年的 BTC 被转移,给比特币价格带来了明显压力。几个小时后,另外 5,684 个闲置了 3-6 个月的 BTC 也被转移。

8 月 12 日,4,986 个闲置了 3-12 个月的 BTC 以及 2,394 个闲置了 3-5 年的 BTC 被转移到链上。

“当这些长期闲置的比特币被转移时,通常会导致市场抛售压力增加。在流动性低的时候,这可能会给价格带来下行压力,这种情况可能会持续下去。”

在 Cointelegraph 看到的 8 月 14 日投资报告中,IG 市场分析师 Tony Sycamore 对比特币中期走势持更为乐观的看法,指出在上周 5000 亿美元的加密货币市场抛售之后,宏观环境正在加强。

Sycamore 表示,在美国 PPI 数据低于预期之后,比特币“受到风险情绪持续改善和美国收益率抛售的提振”。

“在上周假突破 50,000 美元后,持仓明显减少,我们预计比特币将在未来几个交易日延续涨势,向趋势通道阻力位 70,000 美元附近进发。”

在 8 月 13 日的市场报告中,Glassnode 分析师表示,当前市场的特点是“明显的不确定性”。然而,他们指出,市场参与者开始出现对 HODLing 的偏好。

详情可查看文章《Glassnode:当前市场状态下 谁在大举买入加密货币?》

分析师表示,继 3 月份比特币创下历史新高后,加密货币市场面临广泛的“供应分配”期——这是一种技术性的说法,即资金被大量转移。

“在过去几周里,这种趋势显示出逆转的早期迹象,尤其是对于通常与 ETF 相关的最大钱包而言。这些大钱包似乎正在回归积累模式,”分析师写道。

大型钱包又开始囤积比特币了。来源:Glassnode

分析师的结论是,总体而言,当前的链上状况表明比特币持有者群体中存在“高度信念的底色”。

Related Reads

Polymarket's "2028 Presidential Election" Volume King Is... LeBron James???

An article from Odaily Planet Daily, authored by Azuma, discusses a peculiar phenomenon observed on the prediction market platform Polymarket regarding the "2028 US Presidential Election" event. Despite having a real-time probability of less than 1%, unlikely candidates such as NBA star LeBron James (with $48.41 million in trading volume), celebrity Kim Kardashian ($33.84 million), and even ineligible figures like Elon Musk ($23.14 million) and New York City Mayor Zohran Mamdani ($18.39 million) account for approximately 70% of the total trading volume. In contrast, high-probability candidates like Vice President JD Vance ($10.58 million), California Governor Gavin Newsom ($15.71 million), and Secretary of State Marco Rubio ($9.32 million) have significantly lower trading activity. The article explains that this counterintuitive trend is not driven by irrational speculation but by rational strategies. Polymarket offers a 4% annualized holding reward for certain markets, including the 2028 election, to maintain long-term pricing accuracy. This yield exceeds the current 5-year US Treasury rate (3.98%), attracting large investors ("whales") to hold "NO" shares on low-probability candidates for risk-free returns. Additionally, some users utilize a platform feature that allows converting a set of "NO" shares into corresponding "YES" shares for better liquidity or pricing efficiency, rather than directly buying "YES" shares for their preferred candidates. Thus, the seemingly absurd trading activity is strategically motivated.

marsbit1h ago

Polymarket's "2028 Presidential Election" Volume King Is... LeBron James???

marsbit1h ago

Trading

Spot
Futures

Hot Articles

What is $BITCOIN

DIGITAL GOLD ($BITCOIN): A Comprehensive Analysis Introduction to DIGITAL GOLD ($BITCOIN) DIGITAL GOLD ($BITCOIN) is a blockchain-based project operating on the Solana network, which aims to combine the characteristics of traditional precious metals with the innovation of decentralized technologies. While it shares a name with Bitcoin, often referred to as “digital gold” due to its perception as a store of value, DIGITAL GOLD is a separate token designed to create a unique ecosystem within the Web3 landscape. Its goal is to position itself as a viable alternative digital asset, although specifics regarding its applications and functionalities are still developing. What is DIGITAL GOLD ($BITCOIN)? DIGITAL GOLD ($BITCOIN) is a cryptocurrency token explicitly designed for use on the Solana blockchain. In contrast to Bitcoin, which provides a widely recognized value storage role, this token appears to focus on broader applications and characteristics. Notable aspects include: Blockchain Infrastructure: The token is built on the Solana blockchain, known for its capacity to handle high-speed and low-cost transactions. Supply Dynamics: DIGITAL GOLD has a maximum supply capped at 100 quadrillion tokens (100P $BITCOIN), although details regarding its circulating supply are currently undisclosed. Utility: While precise functionalities are not explicitly outlined, there are indications that the token could be utilized for various applications, potentially involving decentralized applications (dApps) or asset tokenization strategies. Who is the Creator of DIGITAL GOLD ($BITCOIN)? At present, the identity of the creators and development team behind DIGITAL GOLD ($BITCOIN) remains unknown. This situation is typical among many innovative projects within the blockchain space, particularly those aligning with decentralized finance and meme coin phenomena. While such anonymity may foster a community-driven culture, it intensifies concerns about governance and accountability. Who are the Investors of DIGITAL GOLD ($BITCOIN)? The available information indicates that DIGITAL GOLD ($BITCOIN) does not have any known institutional backers or prominent venture capital investments. The project seems to operate on a peer-to-peer model focused on community support and adoption rather than traditional funding routes. Its activity and liquidity are primarily situated on decentralized exchanges (DEXs), such as PumpSwap, rather than established centralized trading platforms, further highlighting its grassroots approach. How DIGITAL GOLD ($BITCOIN) Works The operational mechanics of DIGITAL GOLD ($BITCOIN) can be elaborated on based on its blockchain design and network attributes: Consensus Mechanism: By leveraging Solana’s unique proof-of-history (PoH) combined with a proof-of-stake (PoS) model, the project ensures efficient transaction validation contributing to the network's high performance. Tokenomics: While specific deflationary mechanisms have not been extensively detailed, the vast maximum token supply implies that it may cater to microtransactions or niche use cases that are still to be defined. Interoperability: There exists the potential for integration with Solana’s broader ecosystem, including various decentralized finance (DeFi) platforms. However, the details regarding specific integrations remain unspecified. Timeline of Key Events Here is a timeline that highlights significant milestones concerning DIGITAL GOLD ($BITCOIN): 2023: The initial deployment of the token occurs on the Solana blockchain, marked by its contract address. 2024: DIGITAL GOLD gains visibility as it becomes available for trading on decentralized exchanges like PumpSwap, allowing users to trade it against SOL. 2025: The project witnesses sporadic trading activity and potential interest in community-led engagements, although no noteworthy partnerships or technical advancements have been documented as of yet. Critical Analysis Strengths Scalability: The underlying Solana infrastructure supports high transaction volumes, which could enhance the utility of $BITCOIN in various transaction scenarios. Accessibility: The potential low trading price per token could attract retail investors, facilitating wider participation due to fractional ownership opportunities. Risks Lack of Transparency: The absence of publicly known backers, developers, or an audit process may yield skepticism regarding the project's sustainability and trustworthiness. Market Volatility: The trading activity is heavily reliant on speculative behavior, which can result in significant price volatility and uncertainty for investors. Conclusion DIGITAL GOLD ($BITCOIN) emerges as an intriguing yet ambiguous project within the rapidly evolving Solana ecosystem. While it attempts to leverage the “digital gold” narrative, its departure from Bitcoin's established role as a store of value underscores the need for a clearer differentiation of its intended utility and governance structure. Future acceptance and adoption will likely depend on addressing the current opacity and defining its operational and economic strategies more explicitly. Note: This report encompasses synthesised information available as of October 2023, and developments may have transpired beyond the research period.

363 Total ViewsPublished 2025.05.13Updated 2025.05.13

What is $BITCOIN

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of BTC (BTC) are presented below.

活动图片