Четыре оптимистичные причины, которые вскоре могут перевернуть рынок криптовалют

cryptonews.ru2023-01-19 tarihinde yayınlandı2025-04-19 tarihinde güncellendi

Глобальная денежная масса М2 растет, что повышает общую инвестиционную ликвидность.
Капитализация рынка стейблкоинов достигла 231 млрд долларов, что создало рекордную покупательную способность.
Альткоины, такие как SUI, демонстрируют силу, несмотря на недавнюю сильную волатильность рынка.

Ключевые экономические сигналы показывают, что в финансовую систему поступает все больше денег, причем значительная часть перетекает на криптовалютный рынок.

Как пояснил аналитик, движущими силами этой тенденции являются четыре фактора: рост мировой денежной массы, рекордный рост стейблкоинов, сила альткоинов и прозрачность регулирования.

Почему мировая денежная масса имеет значение?

Во-первых, глобальная денежная масса M2, которая включает наличные, текущие счета и ликвидные краткосрочные инвестиции, которая расширяется. Когда M2 растет, это означает, что больше денег доступно для расходов и инвестиций.

Bitcoin with an 11 week lag compared to the global M2 money supply seems to be a fairly accurate correlation. pic.twitter.com/TZzKfoVJIW
— Kaduna (@CryptoKaduna) March 31, 2025

Исторически цены на криптовалюты часто положительно реагировали на рост M2, как правило, с задержкой около 70–77 дней.

По теме: Шифф проведет «проверку реальности» на конференции Bitcoin, аналогичную предупреждению 2006 года

Альткоины остаются сильными, несмотря на волатильность рынка

Этот рост ликвидности происходит даже тогда, когда рынок криптовалют столкнулся с недавней волатильностью. Две крупные распродажи уничтожили более 1 миллиарда долларов стоимости. Но, несмотря на эти колебания, некоторые альткоины держатся стабильно или набирают силу.

Ярким примером является Sui (SUI). Сектор DeFi Sui недавно превысил отметку в 1,5 млрд долларов по общей заблокированной стоимости (TVL). Платформа ликвидности Sui, DeepBook, активна, разработчики создают больше инструментов, и интерес растет по всей сети.

Какую роль играют стейблкоины?

Вторым основным драйвером являются стейблкоины. Предложение стейблкоинов достигло $231 млрд — самого высокого уровня за всю историю. Эти монеты, такие как USDT и USDC, часто используются в качестве «сухого порошка» для покупки других криптоактивов, что означает, что на рынке есть больше готовой покупательной способности.

И использование стейблкоинов распространяется на новые сети блокчейнов. Такие сети, как Base, Solana и Sui, обработали более 8 миллиардов долларов в объеме стейблкоинов только за последние 30 дней, что показывает растущее принятие за пределами основных платформ.

По теме: Массовые разблокировки криптовалют на этой неделе: ТРАМП, ZKJ, SAROS лидируют в выпуске более 400 млн долларов

Ясность регулирования

Наконец, в США начинают действовать новые правила. Рассматриваемые законы, такие как Genius Act, облегчают запуск стейблкоинов. С выходом на рынок большего количества стейблкоинов торговля криптовалютами становится быстрее и проще.

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