【重磅解读】链上成交飙升至535.5万枚BTC,ETH强势超买

火币资讯Publicado em 2022-09-08Última atualização em 2022-09-09

Resumo

BTC在关键点位显著放量,ETH获得多头拉盘。

1、BTC交易量回升

BTC跌幅扩大的过程中,4小时K线图显示的交易量明显回升,这与投资者的抄底热情增长有关。实际上,本次价格下跌过程中,BTC始终维持在较高的成交量运行。直到目前为止,BTC在1.9万美元下方的低位获得了更多买盘支撑。现货交易量提升与链上转账增加同步进行,价格也出现了小幅上涨。

2、BTC链上成交量再次回升

链上交易量继续回升,9月7日的链上交易量达到了535.5万枚BTC的高位,数值明显高于近2个月内的交易量均值。由此可见,投资者在关键点位的转账增加,显然正在应对可能的价格波动。预期美联储9月份依然可能迹象加息75个基点的情况下,BTC价格在近期面临的调整压力较大。加息预期越强,投资者越看抛售BTC。因此,接下来一周或许是BTC非常关键的变盘时段。

3、USDT交易增长

从交易所交易钱包USDT的数量变化来,USDT在交易钱包的占比由0.149迅速回升到0.172,回升了空间可观,但是绝对数值不高。USDT在交易数量增多,也提示了投资者的抄底迹象增加。特别是从点位上看,BTC收盘价达到了2年来最低的18790美元以后,投资者的确增加了交易热情。

,

4、ETH反弹超买

ETH短线反弹空间提升以后,价格并未回到短线高位1660美元附近。交易量方面,4小时K线图小时,ETH反弹阶段的脉冲交易量很大,与9月7日下跌阶段的脉冲交易量相似。但是,整体交易量依然小幅收缩,意味着反弹的阻力较大。同时,震荡指标RSI回升到80以上后回撤,提醒投资者ETH短期内已经超买上涨。因此,短期行情变化依然可能调整为主,追踪风险较高。

5、ETH主力抛售增加

ETH 流入到交易所的数量显著反弹,流入交易所前10地址的数量变化较大,9月7日流入交易日是ETH数量在7590枚ETH,价值可达1214万美元。从峰值的表现来看,9月7日峰值与前期峰值相差增加,但是依然为7月27日以来最高数值。这说明,来自主力的抛售压力的确持续了增长,意味着ETH价格正处在向下变盘的关键位置。

Leituras Relacionadas

Micron Shuts Up the Bears, Makes India's 'Buffett' Regret: Sold Too Early, Missed Out on $2 Billion

Indian value investor Mohnish Pabrai, a disciple of Warren Buffett, revealed his costly mistake of selling shares in Micron Technology too early. He initially invested in 2017, holding it for six years and building a position as large as 77% of his portfolio, based on a thesis that the memory chip industry would consolidate into a stable oligopoly of Samsung, SK Hynix, and Micron. However, he sold his entire stake in September 2023, fearing oversupply after Samsung announced production expansion. Shortly after his exit, demand for high-bandwidth memory (HBM) surged with the rise of AI, and Micron's stock price skyrocketed over 15 times in two years. Pabrai estimates this premature sale cost him roughly $20 billion in potential gains. He expressed similar regret over selling his investment in SK Hynix too soon, stating he violated his own principle of holding companies forever. Reflecting on these errors, Pabrai emphasized his core investment checklist principles: avoiding leverage, focusing on the durability of a company's competitive moat, and assessing management's character. Despite these personal trading missteps, his long-term view on the remaining memory chip leaders remains bullish, advising current holders not to sell as "the party is just getting started." He concluded by sharing his philosophical outlook, prioritizing character over wealth, and his goal to donate his entire fortune before his passing.

marsbitHá 1h

Micron Shuts Up the Bears, Makes India's 'Buffett' Regret: Sold Too Early, Missed Out on $2 Billion

marsbitHá 1h

Mihoyo's Next Protagonist Is Her, Who Plays the Piano

Mihoyo, widely recognized for its hit game Genshin Impact, has long harbored a grander ambition: creating a virtual world where one billion people would want to live. While its character design is unparalleled, the company recognizes a fundamental limitation—these beloved virtual characters are not truly "alive." Their dialogue and actions are pre-scripted. This drive for authentic "living" characters has guided Mihoyo's strategic investments in cutting-edge fields like brain-computer interfaces, AI (including an early investment in MiniMax), and nuclear fusion. Following the release of ChatGPT in late 2022, co-founder Cai Haoyu stepped down from management to lead a new overseas AI venture, Anuttacon, focused on creating AI-driven virtual beings. Mihoyo's path has involved experimentation and iteration. Anuttacon's early project, *Whisper of the Stars*, showcased real-time AI conversation but revealed limitations in underlying language models. The team subsequently focused its resources on developing a sophisticated "emotional" large language model, distinct from purely utilitarian AI. Co-founder Liu Wei (Dawei) announced plans to invest up to 100 billion RMB in this AI pursuit. The first tangible product of this vision is *BSide: Olivia Lin*, a free Steam application featuring a piano-playing virtual companion. Unlike typical AI chatbots demanding constant interaction, Olivia Lin operates on a slower, more deliberate rhythm—responding to letters, playing user-submitted melodies, and serving as a desktop presence. This design emphasizes "lifelikeness" over exhaustive conversation, strategically working around current technological constraints while building a sense of authentic connection. The company's journey traces back to its name, "miHoYo," where "mi" pays homage to the virtual singer Hatsune Miku. For nearly two decades, fans have loved Miku, a character unaware of their devotion. Mihoyo's ultimate goal, now backed by massive investment and AI research, is to bridge that gap—to create virtual beings that can truly know they are loved.

marsbitHá 1h

Mihoyo's Next Protagonist Is Her, Who Plays the Piano

marsbitHá 1h

Citrini Research: Taking Stock of 5 Major Investment Themes Overshadowed by the AI Trade

Citrini Research identifies five under-the-radar investment themes potentially overshadowed by the dominant AI trade. With capital and analyst attention overwhelmingly focused on AI infrastructure, these overlooked areas present alpha opportunities as market dynamics shift. **Theme 1: Airlines** – Despite strong fundamentals, stocks like Delta and United have been penalized for 18 months due to macro concerns (tariff-inflation, oil prices), not profitability. A rebound is expected as these headwinds fade, aided by trends like premiumization and the 2026 World Cup. **Theme 2: Senior Housing** – A pure demographic play. The U.S. population over 80 is projected to grow 56% in the next decade, drastically outpacing supply. This creates a compelling need for facilities, benefiting REITs like Welltower and operators like Brookdale. **Theme 3: Live Events & Entertainment** – "Being there" is becoming a luxury. This sector has outperformed even tech over the past decade. Companies like TKO Group (WWE/UFC), Cinemark, and IMAX are capitalizing on demand for premium, in-person experiences. **Theme 4: Exchange Competition** – CME Group's ~98% monopoly in U.S. interest rate derivatives faces its first real challenge from FMX Futures Exchange. Backed by major Wall Street banks, FMX offers lower fees and margin savings. While CME's deep liquidity remains an advantage, FMX provides a competitive alternative. **Theme 5: Fintech Recovery** – Heavily sold off in 2026, fintech stocks like SoFi, Robinhood, and Upstart are showing signs of a rebound based on improving fundamentals—SoFi's stablecoin launch, Robinhood's transformation into a "financial super app," and Upstart's renewed AI lending narrative—rather than a change in sector outlook. The report advises maintaining some AI exposure but diversifying into these neglected "small themes" where mispricing exists due to a simple shortage of investor attention.

marsbitHá 1h

Citrini Research: Taking Stock of 5 Major Investment Themes Overshadowed by the AI Trade

marsbitHá 1h

21Shares Mid-Year Key Report: Bitcoin's Four-Year Cycle Remains Intact, Stablecoins and Tokenization Emerge as New Growth Engines

21Shares Mid-Year Report 2026: Bitcoin Cycle Intact, Stablecoins & Tokenization Emerge as New Engines This mid-year review assesses progress against 21Shares' ten predictions for 2026. While the overarching shift from narrative to fundamentals holds, performance varies. Key findings show Bitcoin's four-year cycle remains evident despite market maturation. Global crypto ETP AUM has declined to ~$140B, lagging the $400B target, though product innovation continues. Stablecoin supply surpassed $320B, demonstrating non-cyclical demand but falling short of the $1T forecast due to slower regulatory clarity. DeFi TVL, stalled at ~$140B, was hindered by major security incidents. Corporate crypto treasuries hold ~1.28M BTC ($100B), with consolidation pressuring weaker players. Prediction markets are on track, with $57.5B volume already surpassing half the $100B annual target. AI agent infrastructure is ready, but adoption is early. Ethereum L2 consolidation is underway, with the top 5 capturing nearly 90% of activity. Compliant token launches have a platform but lack mainstream volume. Tokenized RWAs total ~$31B on public chains, but institutional pipeline growth is strong. In summary, fundamentals like stablecoins, tokenization, and prediction markets are advancing, but targets require faster adoption or price appreciation. The market is maturing, yet cyclical patterns persist.

marsbitHá 2h

21Shares Mid-Year Key Report: Bitcoin's Four-Year Cycle Remains Intact, Stablecoins and Tokenization Emerge as New Growth Engines

marsbitHá 2h

Trading

Spot
Futuros
活动图片