Эксперты CryptoQuant спрогнозировали «значительное» движение на крипторынке

cryptonews.ruPubblicato 2025-12-29Pubblicato ultima volta 2025-12-29

Аналитики CryptoQuant ожидают «значительное» движение на рынке криптовалют.
По их словам, адреса, которые аккумулируют биткоин, держат рекордные 298 000 BTC.
Краткосрочные владельцы торгуют в убыток.

Аналитики CryptoQuant заявили, что следующее движение на криптовалютном рынке будет «значительным».

5 Key Alerts for Next week ✅

Bitcoin is consolidating after last week’s drop from $115K to $108K. The next move could be big.

Here are 5 key on-chain alerts to watch 👇 pic.twitter.com/MOIwJkJZem
— CryptoQuant.com (@cryptoquant_com) September 30, 2025

Кроме того, они опубликовали пять ключевых метрик, которые могут повлиять на динамику рынка в ближайшие дни:

капитализация USDT выросла на $10 млрд за 60 дней. Рост капитализации Tether указывает на приток новой ликвидности, отметили эксперты. Они добавили, что увеличение объемов стейблкоинов выступает мощным фактором поддержки во время бычьих тенденций;
SSR RSI находится в «зоне покупки». Индекс Stablecoin Supply Ratio RSI, который оценивает соотношение между капитализацией биткоина и объемом ликвидности в стейблкоинах, опустился до уровня 21. По словам экспертов, он сигнализирует о «покупке»;
долгосрочные владельцы хранят почти 300 000 BTC. Аналитики CryptoQuant отметили, что на кошельках, которые регулярно покупают первую криптовалюту и не продают ее, сейчас хранится 298 000 BTC.
снижение Inter-Exchange Flow Pulse. Inter-Exchange Flow Pulse (IFP), который отслеживает движение биткоинов между спотовыми и деривативными биржами, уменьшается, что характерно для медвежьего рынка. Впрочем, эксперты отметили, что «скоро» он может развернуться.
краткосрочные владельцы в убытках. Эксперты отметили, что биткоин торгуется ниже уровня реализованной цены краткосрочных владельцев — $109 775. По их словам, это свидетельствует об убыточности недавних покупок и подчеркивает важность восстановления этого уровня для продолжения бычьего тренда.

Ранее в CryptoQuant заявили, что ротация альткоинов подходит к концу.

Letture associate

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Playnance’s $GCOIN Lists on KoinBX Amid Rapid Growth in India

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STRC Hits Historic Low, Saylor's Perpetual Motion Machine Grinds to a Halt

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**Title:** Grayscale's Guide to Bottom-Fishing: Valuing Cryptoassets Using Cash Flows **Summary:** This report by Grayscale Research presents a fundamental valuation framework for cryptocurrency assets, moving beyond pure speculation to analyze those with underlying cash flows. It distinguishes between "commodity-like" assets (e.g., Bitcoin) and "cash-flow" assets, primarily within DeFi. Using the leading decentralized lending protocol Aave as a case study, the analysis applies traditional financial methodologies like Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) multiples. Key findings indicate that AAVE tokens are currently undervalued. Despite recent challenges, the protocol's strong revenue growth, ~50% net profit margin, and diversified treasury support a fundamental valuation range of $80-$100 per token (compared to a ~$75 market price at the time of writing). In a base-case scenario driven by stablecoin adoption and regulatory clarity, the fair value could rise to around $175 within a year. The report emphasizes that protocol success does not automatically translate to token value. It critically examines the "value capture" mechanisms—such as buybacks, burns, and staking rewards—that channel protocol profits to token holders. Furthermore, it addresses the legal and governance complexities of Decentralized Autonomous Organizations (DAOs), noting their difference from traditional corporate equity but highlighting how robust, transparent governance can align protocol economics with holder interests. The conclusion is that the crypto market is maturing, with capital increasingly flowing towards projects with demonstrable fundamentals, real adoption, and disciplined capital allocation, creating opportunities for value-based investors.

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