回调结束?即将“减半”之际,比特币上破72000美元大关

jin10Publicado em 2024-04-08Última atualização em 2024-04-08

随着减半事件临近,周一,比特币自3月中旬以来首次突破7.2万美元

根据Coinglass的数据,比特币周一触及72650美元,这是近四周来的最高水平,并清算了5572万美元的空头头寸,距离比特币于3月14日创下的73777美元的年内高点不远。

根据Coinglass的数据,过去24小时,做空比特币的交易员损失了近5500万美元。相反,多头头寸持有者已经获利近1100万美元。

据消息称,包括嘉实基金香港子公司、南方基金香港子公司在内的多个机构正在申请和布局比特币ETF,其中嘉实基金向香港证监会申请的产品为比特币现货ETF。此外,华夏基金香港子公司最近则与香港比特币ETF托管机构达成合作。

业内人士预计,相关比特币ETF申请最快可能在今年第二季度落地。市场人士判断,若头部公募在香港的子公司申请比特币ETF产品,后续进一步证明其操作的成熟性和市场发展潜力,不排除有更多的头部公募借助香港子公司布局比特币业务。

此外,按计划,比特币将在10天后,大概在4月18日前后几天起,矿工开采新区块的奖励将减半,这可能是推动比特币上涨的催化剂

在比特币生态系统中,减半是一种预先编程的现象,即将新比特币的开采速度降低了一半。根据Coingecko的数据,从历史上看,这一事件对长期持有者来说是利好消息。

但在这个高峰之后不久,比特币的价格通常会经历一次大幅的向下调整,进入通常被称为“加密寒冬”的时期,其价格平均下跌超过80%。从较短的时间范围来看,9月对比特币来说是一个特别看跌的月份

尽管已有两次前车之鉴,但华尔街一些人依旧预测“这次不一样”,因为今天的情况已与过去大不相同:监管机构对比特币的监管更加明确、华尔街已向现货比特币ETF投入数十亿美元、各国纷纷投资比特币等等。

Farside Investors的数据显示,到目前为止,贝莱德现货比特币ETF的资本净流入额接近150亿美元,这是该投资产品的一个新的里程碑,同时也表明机构对比特币的兴趣持续存在,随着减半事件的临近,这一点可能至关重要。

比特币的上涨还催化了Meme币的价格上涨,在当前周期中,这些投机性资产通常与比特币同涨同跌。一些专家认为,“山寨季”是2024年币圈牛市的关键主题。

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