单月上涨 400%,XRP 还能上车吗

链捕手Published on 2024-12-02Last updated on 2024-12-02

作者:Socra,金色财经

 

12 月 2 日,XRP 市值超越 USDT 及 Solana,位列加密货币市值榜第三,更是超越拼多多,升至全球主流资产第 138 位。

而随着 XRP 上涨突破 2 美元,这也成功创下自 2021 年 4 月以来的新高。XRP 起飞前夕 Ripple CEO 就曾表示特朗普政府为加密行业带来新希望,XRP 或迎来转机。出乎很多投资者预料的事是,这个转折来得又快又猛,近一个月 XRP 币价涨幅达 400%。不过如此高的涨幅下,现在还能上车 XRP 吗?

一、XRP 老树开花

今年 11 月初,XRP 的币价一直徘徊在 0.5 美元附近。但 11 月 10 日 Ripple CEO 发言称特朗普或将为 XRP 带来转机后,XRP 的币价就真的一飞冲天。

据 CoinMarketcap 数据显示,截止撰文,XRP 约从 0.5 美元上涨至 2.5 美元附近,近一个月涨幅高达 400%。

而 XRP 在 2021 年 4 月牛市顶峰创下 1.966 美元的阶段性高点后就连续下跌至今,时长跨度达 3 年半之久,期间最低跌至 0.287 美元。

XRP 币价的飞升也带来市值的飞涨,不仅以近 1400 亿美元的市值超越超越 USDT 及 Solana、位列加密货币市值第三,更是相比传统企业而言超越了拼多多和三菱日联金融集团,升至全球主流资产第 136 位。

另外数据显示,XRP 在各大交易所上交易量活跃。韩国交易所 Upbit 上 XRP/KRW 24 小时现货交易量达 38 亿美元,是其 BTC 交易量的 11 倍,超过币安 XRP 现货交易量;Bithumb 上 XRP/KRW 24 小时现货交易量达 12 亿美元,占其总交易量的 32%。

而 xrpscan 数据也显示,11 月 XRP 活跃账户数增长 100%,其链上指标显示出积极的复苏迹象。XRP 网络上的活跃账户或唯一发送者数量从 11 月 1 日的 15,592 个增加到 11 月 16 日的 47,044 个。11 月份活跃账户总数平均翻了一番(增长 100%)从 12,000 个左右增加到本月的 25,000 个,同样 11 月 XRP 账本上激活的新账户数量也大幅增加,表明网络上有大量新用户涌入。

对于 XRP 的上述表现,Ripple CEO 似乎早有预料。其早在 11 月初时就表示,特朗普政府有可能为加密行业带来新希望,XRP 或迎来转机。

他解释称,特朗普政府上台后可能会改变加密货币监管,解决 Ripple 长达数年的法律纠纷。他提到,自 SEC 起诉 Ripple 以来,XRP 经历了许多挫折,但随着不利市场因素的消退,形势正在转变,XRP 的未来前景变得更加广阔。

二、多重利好加持

1、政策放宽预期

特朗普上台后的加密利好政策预期持续为加密行业带来乐观信心,而 Ripple CEO 也提到,特朗普有希望解决 Ripple 长达数年的法律纠纷。

此后有消息透露,特朗普或将与 Ripple CEO 等加密行业代表会面,参与讨论制订美国加密政策。

Ripple 等公司正争夺特朗普承诺的加密委员会席位,寻求在他计划的美国政策改革中拥有发言权。

美国前 CFTC 主席也预测,SEC 将放弃对 Ripple 的诉讼,这预示着监管转变可能引发 XRP 的大幅上涨。

2、XRP ETF 推出与金融产品上架预期

Ripple CEO 表示 XRP ETF 是注定会推出的。

彭博 ETF 分析师指出,XRP 等山寨币 ETF 或需于 2025 年底获批,2025 年新任 SEC 领导层可能对加密货币更为友好,届时或将允许 ETF 产品加入质押功能。

Ripple 有望获纽约金融服务部批准发行稳定币 RLUSD,或于 12 月 4 日推出。如果获得批准,Ripple 将可以合法地向公众提供 RLUSD ,使其成为纽约受监管的数字金融市场和更广泛的稳定币生态系统的主要参与者,此举还将使 Ripple 与其他知名美国稳定币发行商(如 Circle、Paxos 和 Gemini)展开直接竞争。

WisdomTree 将在欧洲交易所推出 XRP ETP,这款产品将 100 由现货 XRP 支持,资产将存放在冷钱包中并将采用双重托管模式,由受监管的托管人托管。

此外,WisdomTree 已在美国特拉华州注册 XRP ETF。而 21Shares 也向美 SEC 提交 S-1 表格以申请推出 XRP ETF、Bitwise 在特拉华州提交 XRP ETF 申请。

灰度向合格投资者开放包括 XRP 等 17 个代币的信托基金私募认购。Robinhood 美国平台重新上架 SOL、ADA 和 XRP,并新增上市 PEPE

3、巨鲸助推

韩国交易所 Upbit、Bithumb 上 XRP 交易量分别达 38 亿美元、12 亿美元,分析机构 Scopescan 表示,韩国投资者可能是推动 XRP 价格上涨的主要驱动力。

11 月初,4 亿枚 XRP 从未知的托管钱包中解锁,约合 2.03 亿美元。

9 月底,Ripple 鲸鱼连续 10 日内购买超 4.7 亿枚 XRP。

不过,尽管 XRP 涨幅巨大并且有着多种利好加持,但依然有分析师提出了预警:

CryptoQuant 分析师:XRP 未平仓合约已经上涨了 37%,或导致下跌,上一次类似事件导致下跌 17%

另有分析认为,当前 XRP 目标价格或在 1.95 美元至 2.05 美元之间,但需要关注的是,自 11 月 16 日以来,XRP 价格和交易量呈现出反比相关性,表明 XRP 正在经历分销阶段,市场交易者可能正在寻求出售。

小结

作为老牌项目,XRP 能再次爆发实属不易。而近期围绕其有着多方面的利好,无论是政策监管层面还是 ETF 等金融产品推出的预期,都让投资者对其有了不小的期待。不过,币圈历来有着炒新不炒旧的投资传统,XRP 能否继续做大做强、再创辉煌,依然有待时间检验。

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The overarching goal of XRP 2.0 is to establish itself as a reliable and efficient platform enabling swift transaction execution while prioritizing enhanced privacy protections for its users. The project is promoted as a solution to many limitations faced by existing cryptocurrencies, proposing a system that can handle a higher volume of transactions with improved speed and privacy. This versatility positions XRP 2.0 as a significant contender in a marketplace riddled with various digital currencies. Who is the Creator of XRP 2.0? The identity of the creator behind XRP 2.0 has been flagged as ‘Wilbur.’ However, comprehensive details regarding Wilbur or their associated entity remain elusive. The anonymity of many cryptocurrency creators is not an uncommon phenomenon in the industry, often designed to maintain a degree of privacy and security. Who are the Investors of XRP 2.0? As of now, specific information related to the investment foundations or organizations supporting XRP 2.0 is not publicly available. In the cryptocurrency sector, the backing by reputed investors can significantly influence a project's credibility and success, yet the transparency regarding the financial supporters of XRP 2.0 has not been established. How Does XRP 2.0 Work? XRP 2.0 stands out by employing a combination of blockchain technology and advanced encryption algorithms that ensures secure and decentralized transactions. Its innovative structure includes unique features designed to foster user engagement and broaden functionalities beyond conventional cryptocurrency transactions. Among these features, XRP 2.0 incorporates AI-powered capabilities, such as text-to-image and text-to-speech functionalities. These additions are designed to enhance the interactive experience for users, promoting broader applicability across various sectors. 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What is XRP 2.0

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