[Ключевая интерпретация] Долгосрочные инвесторы BTC получили 50% прибыли в течение двух дней подряд и сбежали, а eth был близок к позиции изменения

HTX NewsPublished on 2022-09-01Last updated on 2022-09-01

Abstract

Основные силы, получившие прибыль, массово бежали, и ожидается, что краткосрочный разрыв BTC будет большим, или ETH может быть связан вниз.

1. Вторая горизонтальная корректировка BTC

Боковая корректировка BTC показывает, что раннее предупреждение о снижении не было снято, и BTC все еще ищет тенденцию к прорыву вниз после ускорения падения цены. В настоящее время BTC находится на втором этапе горизонтальной операции. До этого 19 августа и 26 августа цена демонстрировала тенденцию ускоренного отступления. В настоящее время торговый энтузиазм инвесторов немного возрос, и появились признаки постоянного и частого усиления импульса в объеме торгов. Как только ценовая платформа US $20000 упадет, может быть трудно предсказать низшую точку.

2. Расчистка прибыли долгосрочных инвесторов

Если судить по показателям торговой прибыли долгосрочных инвесторов, то индекс SOPR достиг недавнего максимума 1,532 и 1,395 28 августа и 29 августа соответственно, что указывает на наличие большого пространства для торговой прибыли долгосрочных инвесторов. Другими словами, рынок находится в стадии бегства долгосрочных инвесторов от прибыли, что делает цену BTC, которая находилась в состоянии падения, шаткой. С точки зрения пространства торговой прибыли долгосрочных инвесторов, средняя прибыль после двух последовательных торговых дней прибыльной торговли приближается к 50%.

3. Увеличение количества неподтвержденных транзакций

С 23 августа количество неподтвержденных сделок с BTC достигло пикового уровня, что является самым высоким значением почти за три месяца. При дальнейшем падении цены закрытия BTC 26 августа количество неподтвержденных сделок существенно не уменьшилось. С точки зрения транзакционных издержек, большинство из них очень низкие, что означает, что объем транзакций мелких и средних инвесторов велик и способствует наибольшему количеству неподтвержденных транзакций. В процессе сокращения неподтвержденных сделок ожидается, что цена BTC все еще может легко упасть ниже текущей ценовой платформы, и ожидание корректировки все еще находится на высоком уровне.

4. Пространство для отскока Eth ограничено

Во время сокращения объема торгов eth, у цены не так много пространства для отскока на стадии падения, и она все еще работает под средним рельсом линии Брина. Поэтому ожидается, что у цены ETH еще есть возможность для дальнейшего падения. В настоящее время ETH еще раз подтвердил разворотную тенденцию вершины "голова и плечи", а линия шеи этой формы находится около $1500. Ожидается, что после дальнейшего падения ниже $1500 темпы падения, вероятно, ускорятся.

5. Процентная ставка финансирования Eth восстановилась

Процентная ставка финансирования eth долгое время оставалась выше 0, достигая 0,012-0,024 в течение последних четырех месяцев. Начиная с 22 августа, процентная ставка финансирования начала значительно снижаться, достигнув минимального значения 0,026.

С увеличением масштабов покупки эт, процентная ставка финансирования продолжала расти. В настоящее время процентная ставка финансирования близка к 0, поэтому считается, что eth, возможно, закончила свою корректировку.

Далее, вероятность дальнейшего падения eth увеличивается. Финансовая процентная ставка отскочила до отметки около 0, что означает, что давление продаж может сформироваться снова. Финансовая процентная ставка отскочила на стадии горизонтальной работы цены, что означает, что цене ETH сложнее отскочить после увеличения стоимости длинной покупки. С точки зрения краткосрочной поддержки, мы можем обратить внимание на уровень USD 1347, соответствующий снижению линии brin eth.

a

Trending Cryptos

Related Reads

Don't Just Focus on Layoffs, The New Structure of the Ethereum Foundation is More Worthy of Appreciation

The Ethereum Foundation (EF) has undergone a significant organizational restructuring, with the most notable change being a strategic refocusing of its priorities rather than just a 20% staff reduction (approximately 54 people). The new structure clearly prioritizes the Protocol and Access layers, which now comprise the largest teams (57 and 34 people, respectively). This signals EF's intent to concentrate its core resources on fundamental, hard-to-outsource aspects of Ethereum: protocol evolution, security, privacy, client development, and the foundational access layer. Key areas within the Protocol layer, led by an architecture group including Vitalik Buterin and Justin Drake, receive heightened emphasis. These include post-quantum security, zkEVM, formal verification, and long-term roadmap development ("Strawmap"). This reflects a shift towards tackling complex, interdependent challenges like scalability, privacy, and future-proofing the protocol, potentially moving from a pure "redundant security" multi-client model towards more specialized clients aided by AI-assisted formal verification. Financially, EF's budget is being reduced by approximately 40%. The goal is to transition from spending about 15% of its remaining funds annually to a more sustainable 5% rate, akin to a long-term endowment, ensuring its longevity. Concurrently, the restructuring involves pushing certain responsibilities—such as application development, adoption, and ecosystem coordination—to external organizations like EthLabs, the Ethereum Apps Guild, and others. This "multi-node" model aims to increase ecosystem resilience by decentralizing functions beyond the EF, though it introduces new coordination challenges. In essence, the reorganization represents EF consciously narrowing its scope to focus on the hardest, most critical protocol-level problems while fostering a more distributed and sustainable ecosystem structure for Ethereum's future growth.

Foresight News28m ago

Don't Just Focus on Layoffs, The New Structure of the Ethereum Foundation is More Worthy of Appreciation

Foresight News28m ago

Report Analysis: What Is Coherent Planning as CPO Booms?

Title: Report Interpretation: What Moves Is Coherent Making Amid the CPO Boom? Summary: JP Morgan analyst Samik Chatterjee reiterates an Overweight rating on Coherent (COHR), citing undervalued growth potential across three core areas: data center optical transceivers, co-packaged optics (CPO) chips, and industrial lasers/thermal management. COHR's 1.6T data center transceivers are in high demand, with pricing remaining firm. The rise of CPO is seen not as a threat but as a catalyst, creating higher demand for sophisticated optical components, an area where COHR holds a competitive edge with its comprehensive portfolio (lasers, isolators, VCSELs, thermoelectric coolers). Each CPO chip offers significantly greater revenue potential than traditional transceivers. Furthermore, its Optical Circuit Switch (OCS) technology targets a potential $4B market with reliability and power advantages. The company is expanding its InP (Indium Phosphide) device capacity fourfold within two years, securing substrate supply and transitioning to more cost-effective 6-inch wafers. As one of only two major suppliers of high-quality pump lasers—currently in severe shortage—COHR can now move up the value chain from components to complete line cards/systems, boosting ASP over tenfold. Gross margin targets (>42%) may be revised upward due to high-end product premiums, cost improvements from the wafer transition, and contributions from new high-margin products like CPO and OCS. Its efficient thermadite thermal material also offers long-term growth. Industrial segment revenue grows at a steady 5-10%, supported by semiconductor equipment orders. Changes in Apple's Face ID protocol present a re-competition opportunity for 3D sensing. Overall, Coherent is positioned as a key infrastructure provider, with AI-driven compute demand fueling the need for high-speed optical interconnectivity. Growth from CPO/OCS, stable industrial performance, and margin improvement support the bullish thesis. *Disclaimer: This summary interprets a third-party analyst report from JP Morgan. It does not constitute investment advice.*

marsbit51m ago

Report Analysis: What Is Coherent Planning as CPO Booms?

marsbit51m ago

After Laying Off 20% of Staff, What Are the Key Points of EF's New Structure?

Following the completion of a months-long organizational restructuring, the Ethereum Foundation (EF) announced a 20% workforce reduction (approximately 54 employees) on June 23rd. It reorganized its teams into five new core clusters: Protocol, Access, User, Community, and Institutional (plus Operations/Management support units). Officially, this move implements the EF's 2026 Mandate and 2025 Treasury Management Policy, aiming to create a more focused and "self-sovereign" organization. The restructuring prioritizes the CROPS principles—Censorship Resistance, Openness & Freedom, Privacy, and Security—as foundational organizational tenets. The Protocol cluster will focus on core protocol R&D, including MEV reduction and zkEVM. The Access cluster emphasizes preserving user "zero option" for non-custodial, permissionless interaction. The User, Community, and Institutional clusters will manage external engagement, with the latter handling institutional and regulatory matters. While offering enhanced severance and transition support for affected employees, the EF did not disclose budget allocations or specific KPIs for the new clusters. This has led to market uncertainty about the impact on project funding and development priorities. Analysts note the announcement's positive tone of mission focus contrasts with a backdrop of recent EF leadership changes and broader ecosystem pressures. The true impact—whether this signifies strategic realignment or reactive contraction—will become clearer as the new structure's resource allocation and project prioritization are revealed in the coming months.

marsbit1h ago

After Laying Off 20% of Staff, What Are the Key Points of EF's New Structure?

marsbit1h ago

Top-Tier MEV Bot Loses $7.5 Million: Is 'Approval' the Most Overlooked Fatal Risk On-Chain?

The article discusses a sophisticated attack on a prominent Ethereum MEV (Miner Extractable Value) bot, Jaredfromsubway.eth, resulting in a loss exceeding $7.5 million. Unlike typical exploits involving key leaks or smart contract bugs, this attack was a carefully orchestrated "reverse hunt." The attacker spent weeks deploying fake tokens and liquidity pools that mimicked legitimate assets like WETH and USDC. These pools were designed to appear as profitable arbitrage opportunities, tricking the automated bot's trading logic. During its normal operation, the bot was induced to grant ERC-20 token approvals to the malicious contracts. Once sufficient permissions were accumulated, the attacker drained the bot's funds by calling these pre-approved allowances. This incident highlights the often-underestimated risks associated with token approvals in Web3. The article explains that approvals are a fundamental mechanism, allowing smart contracts (like DEXs) to move a user's tokens on their behalf. However, risks arise from practices like granting infinite approvals, the persistence of approvals even after disconnecting from a dApp, and the potential for a once-trusted contract to become compromised later. The piece concludes with advice for managing approval risks: users should adopt the principle of least privilege (approving only the needed amount), use separate wallets for storage versus interactions, and regularly audit and revoke unnecessary approvals using tools like Revoke.cash. It also emphasizes the role of wallets like imToken in providing proactive defenses, such as risk warnings and clear, readable transaction signing interfaces, to help users make informed decisions. Ultimately, wallet security must extend beyond private key protection to include active management of token approvals.

marsbit1h ago

Top-Tier MEV Bot Loses $7.5 Million: Is 'Approval' the Most Overlooked Fatal Risk On-Chain?

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.

440 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