AVAX上涨的可能性——交易者为何应关注流动性

ambcryptoОпубликовано 2026-02-11Обновлено 2026-02-11

Введение

尽管市场整体表现平淡，但Avalanche（AVAX）生态近期持续吸引投资者关注。2月10日净流入达700万美元，周净流入6000万美元，月净流入1.35亿美元，在区块链网络中表现突出。同时，自1月初以来，AVAX活跃地址数激增超242%，突破160万，创下历史新高，显示网络参与度大幅提升，与疲软的价格走势形成反差。技术面上，AVAX价格已从去年10月高点回调超84%，目前稳定在8.85-11.86美元支撑区间。MACD出现看涨交叉，RSI处于29.87的超卖区域，显示局部底部可能形成。但技术信号需配合放量确认才可能实现真正反转。流动性方面，上方10-12美元区间存在密集清算区域，市场机制可能推动价格向该流动性区域波动，进而引发价格扩张。尽管链上数据和资金流入显示积极迹象，但市场情绪仍偏谨慎，AVAX短期内可能迎来由流动性驱动的波动行情。

尽管市场表现平淡，AVAX生态系统在过去几周持续吸引投资者关注。例如——2月10日，该领域活动显著放缓。

然而，Avalanche本身依旧保持了一贯的活跃度。事实上，该链录得1.35亿美元的月净流入量，在市场区块链中领先。

其资金流入趋势同样突出。周流入量攀升至6000万美元，日流入量达700万美元。得益于此，Avalanche在周度和日度净流入排名中均位列第四。

因此问题来了——是否将有更显著的市场动向？

AVAX活跃地址数带来惊喜

这还不是全部。自1月初以来，Avalanche（AVAX）活跃地址数飙升超242%，超越2024年此前所有水平并创下新高。

Token Terminal数据显示，月活跃地址数突破160万——这是网络参与度提升的明确信号。2月10日单日数据进一步冲高，在C链上创下160-170万的历史峰值。

这一激增发生在价格走势打击持币者信心、市场弥漫看跌情绪之际。但参与者仍持续进行大量交易，在市场情绪恶化的情况下扩展了使用规模。

简而言之，即使表面叙事转向悲观，实际采用率和链上信念仍在深化。这种典型的背离现象往往预示着价格图表上的趋势反转。

结构性支撑能否持续？

AVAX的日线价格走势呈现出一个残酷无情的局面。截至发稿，该山寨币从10月高点回撤超84%后，稳定在8.85-11.86美元支撑区间。

与此同时，在持续下行压力下，卖家在8美元水平附近明显力竭。因此，随着抛压强度逐渐减弱，下行动能已衰退。

值得注意的是，MACD在此阶段于支撑位直接出现金叉信号。同时RSI也处于29.87的深度超卖区间。RSI维持在此低迷水平表明AVAX已处于或接近局部底部。

但需注意，仅凭技术信号可能不足以改变市场结构。

要启动有意义的价格扩张，必须出现成交量明显放大。若未得到确认，当前格局可能再次失败而非真正反转。

10-12美元区间聚集上行流动性

下行流动性已在2026年2月10日前基本清除。因此，两周清算数据显示，截至发稿时10-12美元区间正在积累增长的上行流动性。

这种失衡将注意力向上转移。并非出于乐观情绪，而是机制使然。做市商往往以高效手段精准 targeting 这些区域。

因此波动或许不可避免。当前流动性高悬于价格上方，静待市场反应。这些流动性能否点燃AVAX最受期待的价格扩张，唯有时间能给出答案。

最终结论

链上数据反映的是张力而非复苏，资金与活动情况与价格图表呈现的受损表现相矛盾
AVAX可能因流动性驱动而进入波动阶段

Связанные с этим вопросы

Q根据文章，Avalanche (AVAX) 在什么时间点记录了1.35亿美元的月度净流入？

A文章提到，Avalanche在2月10日前的月度净流入达到了1.35亿美元，并在市场区块链中领先。

QAVAX的活跃地址自1月初以来增长了多少百分比？

A自1月初以来，AVAX的活跃地址激增了超过242%，超过了2024年之前的所有水平并创下新高。

Q文章指出，AVAX的价格从10月高点回撤了多少百分比？

AAVAX的价格从10月高点回撤了超过84%，随后在8.85美元至11.86美元的支撑区域稳定下来。

Q技术指标MACD和RSI在AVAX的支撑水平附近显示了什么信号？

AMACD在支撑水平附近出现了看涨交叉，而RSI则深度超卖区域，读数为29.87，表明AVAX可能处于或接近局部底部。

Q文章中提到，上行流动性主要集中在哪个价格区间？

A上行流动性主要集中在10美元至12美元的价格区间，市场做市商可能会针对这一区域进行操作，从而引发波动。

Похожее

Sharplink CEO: One Million Ethereum Developers, Who Can Compete?

Etherean Ecosystem: One Million Developers and a Formidable Moat The Ethereum network has surpassed a significant milestone: over one million unique lifetime developers, with approximately 232,000 active in the past year. This vast and growing talent pool is Ethereum's core advantage, far more critical than transient metrics like speed or transaction fees. The central question is not which blockchain is fastest, but where the best builders choose to build long-term. Ethereum's answer lies in a decade-long accumulation of infrastructure, standards, tools, liquidity, and collaborative culture that is exceptionally difficult to replicate. It has become the default operating system for programmable finance. This massive developer base is actively working on complex, high-risk challenges that deepen Ethereum's strategic moat: * **Glamsterdam Upgrade (2026):** Focused on core protocol scalability (ePBS, parallel execution) while preserving core values like credible neutrality. * **Synchronous Composability:** Aims to make numerous Rollups interoperate like a single chain, directly addressing fragmentation concerns. * **Quantum Resistance:** Ethereum leads mainstream ecosystems in coordinated preparation for post-quantum cryptography, with a targeted migration plan around 2029. This developer advantage is self-reinforcing, fueled by: * **Deep Composability:** Applications interact like interoperable financial Lego bricks via shared standards (e.g., EVM, Solidity). * **Credible Neutrality:** Secured by over 900,000 validators, making it trusted by major institutions. * **Modularity:** Rollups (Base, Arbitrium, etc.) expand, rather than fracture, the ecosystem into a tightly connected modular internet economy. * **Culture:** Attracts top-tier researchers and standard-setters who guide the entire industry. In essence, while other chains generate activity, Ethereum is consolidating as the trusted, long-term coordination layer for internet-native finance. Its future is being built now by the architects of the next-generation financial infrastructure.

Odaily星球日报23 мин. назад

Sharplink CEO: One Million Ethereum Developers, Who Can Compete?

Odaily星球日报23 мин. назад

Ethereum Reaches the Milestone of One Million Developers, Sharplink CEO Delves Deep into Ethereum's Future Possibilities

Ethereum Surpasses One Million Developers Milestone: A Look at Its Unshakeable Dominance and Future Joseph Chalom, CEO of Sharplink, reflects on his recent Asia trip where he engaged deeply with Ethereum developers and ecosystem leaders. The most striking takeaway was not just the industry's vibrancy, but the rigorous, long-term vision of local builders. This context brings to life a pivotal statistic: Ethereum has now surpassed one million cumulative developers (1,012,824), with approximately 232,000 remaining active in the past year—a talent pool unmatched by any other crypto ecosystem. The critical question isn't which blockchain is fastest, but where top developers choose to build long-term. Ethereum's answer is unequivocal. Its decade-long lead stems from a unique convergence of technology, institutional culture, economic systems, and composability, cementing its role as the foundational operating system for programmable finance. This massive developer base is tackling the industry's hardest problems, continuously strengthening Ethereum's moat. Key initiatives include: * **The Glamsterdam Upgrade (planned 2026):** Introducing ePBS and Block-level Access Lists for parallel execution and higher throughput while preserving core values like credible neutrality and fair MEV distribution. * **Synchronous Composability:** Projects are working to enable atomic transactions across dozens of Rollups, making them function as one unified chain and eliminating ecosystem fragmentation. * **Post-Quantum Security:** Ethereum is far ahead in preparing for quantum computing threats, with a dedicated foundation working group and testnets targeting a full migration by ~2029—a crucial factor for institutional adoption. Beyond developers, Ethereum's core network effects are its unparalleled composability and unified standards (like EVM and Solidity), which create a powerful flywheel: more developers → better tools → greater liquidity → more institutional participation. Its other decisive advantages include credible neutrality (over 900k validators), a secure modular architecture with interconnected Rollups, and a deeply entrenched culture shaped by top-tier researchers. Ultimately, there's a vast difference between generating short-term activity and becoming the trusted, long-term coordination layer for global native finance. Major institutions prioritize security, trust, and liquidity—areas where Ethereum holds dominant mindshare. The industry's trajectory shows resources consolidating around unified standards, deep liquidity, and developer consensus. After meeting the builders in Seoul and Hong Kong, Chalom is more convinced than ever: Ethereum's unshakeable future is being built right now.

Foresight News34 мин. назад

Ethereum Reaches the Milestone of One Million Developers, Sharplink CEO Delves Deep into Ethereum's Future Possibilities

Foresight News34 мин. назад

Saylor's Latest Long Read: Bitcoin is Not Money, It's Digital Capital, and Money is Built Upon It

Michael Saylor presents his "Digital Asset Stack" theory, positioning Bitcoin as the foundational layer of digital capital. He argues Bitcoin itself should remain unchanged—no staking, inflation, or protocol alterations. Instead, a five-layer financial architecture should be built atop it: Digital Capital (BTC), Digital Credit (e.g., yield instruments like STRC), Digital Currency (stable, yield-bearing instruments pegged to fiat), Digital Yield (leveraged/structured products), and Digital Equity (e.g., MSTR stock, absorbing residual volatility). Saylor asserts this stack transforms Bitcoin's high-volatility, high-energy capital into tailored products: stable currencies for payments/savings, yield instruments for income seekers, and equity for growth investors. This approach meets diverse needs—corporate treasuries, banks, retirees, emerging market users—without compromising Bitcoin's core properties (scarcity, decentralization). The "killer use case" is rebuilding global money, credit, and capital markets on Bitcoin, bridging the fiat world with a superior digital asset foundation. The system leverages traditional finance principles (risk layering, structured products) while using Bitcoin as the ultimate collateral. This expands Bitcoin's utility, drives adoption, and offers a better monetary experience: digital, yield-bearing, stable-value tools for everyday use.

marsbit47 мин. назад

Saylor's Latest Long Read: Bitcoin is Not Money, It's Digital Capital, and Money is Built Upon It

marsbit47 мин. назад

Can SK Hynix's Stock Double Again in This Rally?

The article discusses the highly optimistic price target of approximately $3,500 for SK Hynix stock, set by Aletheia Capital. This target is significantly above the consensus range of $2,000-$2,520 from major brokerages. The core debate is whether SK Hynix deserves a fundamental re-rating beyond its traditional cyclical discount, based on the long-term impact of AI-driven demand. The $3,500 target hinges on three key assumptions holding simultaneously until at least 2027: 1) Continued shortage and high pricing for HBM (High Bandwidth Memory), a critical component for AI chips; 2) Sustained high prices for standard DRAM, as HBM production consumes capacity and constrains general supply; and 3) Strong AI server demand generating substantial, above-expectation free cash flow. SK Hynix's leading ~58% market share in HBM and its early certification with key clients like Nvidia provide a competitive advantage, allowing it to capture significant supply chain premiums. The HBM shortage is seen not just as a niche growth driver but as a catalyst that amplifies profitability across the entire memory business by tightening overall DRAM supply. However, the article cautions that this target represents an optimistic "tail scenario." Key risks include potential supply increases from competitors (Samsung, Micron) by 2027, a possible slowdown in HBM price growth, and high capital expenditures that could erode the projected free cash flow. The divergence in analyst targets reflects the market's uncertainty over whether the current AI-driven boom will temporarily elevate earnings or permanently raise the memory industry's profit baseline.

marsbit50 мин. назад

Can SK Hynix's Stock Double Again in This Rally?

marsbit50 мин. назад

HIP-3's Watershed Moment: After Trade.XYZ Swallows 90% of the Market, Multiple Players Exit One After Another

HIP-3 on Hyperliquid, enabling permissionless market creation, has fueled rapid growth with over $300 billion in cumulative trading volume. However, the ecosystem is undergoing a sharp consolidation. Trade.XYZ has captured a dominant market share, exceeding 90% of trading volume and 97% of open interest, driven by its first-mover advantage, use of USDC, and rapid asset expansion. This has created a significant liquidity flywheel effect, leaving other projects struggling. Several have recently shut down, including Felix and Ventuals, citing unsustainable competition and the high costs of market deployment. The initial 500,000 HYPE staking requirement (worth ~$35.9M) and subsequent auction costs for new assets present a high barrier to entry. Analysis shows most deployers face low annual yields and multi-year cost recovery periods, unlike Trade.XYZ's estimated 74% yield and 5-month payback. This centralization risks stifling innovation and limiting Hyperliquid's ecosystem diversity beyond perpetual contracts. Proposed solutions include a tiered exchange model with lower entry barriers and adjustments to the fee-sharing model for new markets to improve sustainability for smaller players.

marsbit1 ч. назад

HIP-3's Watershed Moment: After Trade.XYZ Swallows 90% of the Market, Multiple Players Exit One After Another

marsbit1 ч. назад

Торговля

Спот

Фьючерсы

Обсуждения

Добро пожаловать в Сообщество HTX. Здесь вы сможете быть в курсе последних новостей о развитии платформы и получить доступ к профессиональной аналитической информации о рынке. Мнения пользователей о цене на AVAX (AVAX) представлены ниже.