大牛市前的最后一跌?新一轮牛市即将来临

币界网2024-08-06 tarihinde yayınlandı2024-08-06 tarihinde güncellendi

币界网报道:

人生的选择题难就难在,选项就摆在你面前,你做出选择之前没有提示,选择之后无法修改,你只有点了“提交答案”,才能判断自己有没有选对。

“805”黑暗的星期一,先是因为恐慌导致了大幅下跌,之后市场进入了整理阶段。直到凌晨十点半后才开始反弹。

暴跌的原因可以总结为几个方面:

首先,日本加息而美国降息,导致套利机会消失,从而引发了大量抛售风险资产。这样一来,多国股市都出现了熔断。同时,非农数据中的失业率上升也触发了Sahm规则。再加上长期存在的地缘政治危机,巴菲特也选择卖出了一半的苹果股票,手里满是现金等待机会。

这真的是情绪上的完美风暴,所有宏观事件都在加剧市场的恐慌。现在来看,市场确实反应过度了。今天日韩股市已经大幅反弹,政府也表示他们有足够的政策工具,会在市场波动过大时采取措施。

比特币价格回升及未来展望

比特币的价格已经回升到55,700美元,比前一天的最低点上涨了12.2%。这次回升主要得益于美国期货市场的复苏,给投资者带来了希望。

同时,我对比特币的前景持乐观态度。我认为比特币近期的下跌情况与2016年减半前的情况很相似,而那次减半之后出现了2017年的大牛市。

新一轮牛市即将来临?

与2015-2017年的周期比较很有意义,因为那段时间比特币经历了历史性的牛市,创下了新高。尽管比特币最近遇到了一些挫折,但它可能会重新走上一条类似的上涨道路。我还记得,2016年比特币价格从650美元跌到474美元,减半后下跌了27%,但之后在2017年12月又涨到了20,000美元。现在,比特币从减半后的最高点据现在跌了26%,我认为这可能是一个好兆头。

a525f08764ef2c7de109b15cd5fb3c02.png

比特币曾经历过类似2016年的大幅下跌,但这次价格从7月底的70,000美元高点跌至约49,000美元。不过,加密货币表现出了韧性,8月6日早盘交易中价格回升至56,000美元。

加密货币市场恐惧与贪婪指数创两年新低!

目前,比特币市场处于“极度恐惧”状态。价格图表显示,比特币过去一天上涨了4.82%,达到55,848.13美元,24小时内最低价和最高价分别为49,121.24美元和56,271.37美元。

8217797bb642d8204ea68b93453fa34e.png

同时,加密货币的恐惧与贪婪指数两年来首次进入“极度恐惧”区域,美国现货比特币交易所交易基金也流出1.684亿美元。8月5日,该指数跌至17分,为2022年7月12日以来的最低水平。

9bfd327b8de33f01d2cea02f912e3827.png

İlgili Okumalar

Weak US Employment and $1.1 Billion into ETFs: Wintermute on the New Rally and Inflation Risks

Analysts at Wintermute stated that the cryptocurrency market gained support following a weak U.S. jobs report. Against this backdrop, U.S. spot Bitcoin and Ethereum ETFs collectively attracted $1.1 billion in inflows over the week. While demand via ETFs has recovered, there is insufficient data to confirm a sustainable shift in market sentiment. U.S. spot Bitcoin ETFs saw inflows of $853.5 million over five sessions, the best weekly result since mid-April. Ethereum ETFs attracted another $244.9 million, marking a fifth consecutive positive week. Over 80% of the inflows into both groups went to BlackRock. Wintermute notes that relatively restrained trading volumes may indicate large investors gradually building positions rather than short-term capital rotation. A disappointing U.S. employment report for July, which showed a loss of 23,000 jobs versus an expected gain of 80,000, led markets to reduce the probability of a Federal Reserve rate hike in September. This supported risk assets, including crypto. However, Wintermute cautions that the upcoming U.S. Consumer Price Index report on August 12 poses a key test. Higher-than-expected inflation could revive rate hike fears above 50%, risking a reversal of the recent rally. Beyond ETFs, institutional adoption of blockchain infrastructure continues, exemplified by Wells Fargo's planned launch of tokenized deposits. Wintermute views this as banks modernizing their settlement systems, which could eventually support broader digital asset integration. The firm concludes that while the ETF inflows are a positive signal, one week is not enough to confirm a durable trend, and the market remains highly sensitive to macroeconomic data, particularly inflation.

cryptonews.ru10 dk önce

Weak US Employment and $1.1 Billion into ETFs: Wintermute on the New Rally and Inflation Risks

cryptonews.ru10 dk önce

İşlemler

Spot
活动图片