ETH 和 LINK成为最大的输家

金色财经Опубліковано о 2024-08-12Востаннє оновлено о 2024-08-12

ETH 和 LINK 的前景最为乐观，但在 2024 年仍处于买入不足的状态。
LINK 预计其将跌至 7 美元左右，几乎抹去 12 个月的所有涨幅。
ETH 跌破 2,200 美元，鲸鱼纷纷涌入现货市场购买。

ETH 和 LINK 位列月度和 12 个月回报率最低的资产之列。尽管预期和效用看涨，但 ETH 和 LINK 却成为回报率最差的资产。

以太坊 (ETH) 和 ChainLink (LINK) 在过去一个月遭受的损失最大，跌至资产组合中回报率最低的水平。根据采用率和实用性，ETH 和 LINK 是最受关注的资产之一。然而，活跃的交易和市场逆风使这两种代币成为 2024 年最不成功的押注之一。

根据 Santiment 的数据，ETH 和 LINK 显示出最明显的“血流成河”迹象，表明部分回报可能来自反弹。但 ETH 和 LINK 并没有像人们经常预测的那样出现超大规模的反弹。

ETH 和 LINK 的跌势持续了一天，一夜之间市值蒸发了 20% 以上。然而，即使在牛市期间，ETH 和 LINK 也显示出买入不足的迹象。

周日，Chainlink 和以太坊的 30 天（短期）和 365 天（长期）平均交易回报率均创下新低。从历史上看，其他交易商的“血案”越多，就越有理由承担他人的痛苦。

LINK 重返反弹前区间

LINK 回升至 9.03 美元，但仍未抹去过去 12 个月的所有涨幅。LINK 的交易价格仍高于熊市尾声时 5.87 美元的低点。但动荡的日子可能会继续给价格带来压力。LINK 现已跌至两年区间，与其他抹去 2024 年以来任何看涨涨幅的山寨币类似。

就 LINK 而言，预计会再次回调至 7-8 美元区间。LINK 在之前的市场周期中表现类似，出现短暂的反弹和大幅回调。

LINK 负责确保 Aave 协议上锁定的价值，但代币价格无法突破 18 美元的区间。预计 2024 年 LINK 将回到 35 美元并最终创下新高。目前，LINK 锁定的价值超过 180 亿美元，由于整体市场状况，过去一天下跌了 14%。

由于临时代币解锁，LINK 的供应量也面临潜在的通货膨胀。总供应量的 44% 以上存放在有条件的团队钱包中，将解锁用于国库储备。这些代币没有归属时间表，也没有固定的发布日期。

ETH 现货买盘处于区间底部

ETH 价格上周开盘时未平仓量与比特币 (BTC) 相比相对较低。然而，ETH 是一种交易量很大的代币，过去 24 小时抹去了它的价值，造成的损失甚至比波动性较大的 meme 代币还要大。

聪明的投资者在市场进一步崩盘之前就开始抛售 ETH。在 ETH 跌至 2,200 美元区间后，黑客钱包甚至利用这一事件来建立头寸。

智能货币钱包的现货购买量回升。买家正在使用借贷协议中的稳定币，尽管市场崩溃，但这些稳定币仍在发挥作用。

在平掉大部分衍生品头寸后，ETH 价格现在掌握在现货买家手中。自 ETF 交易推出以来，ETH 未平仓合约清算总额超过40亿美元。与此同时，Grayscale 抛售了超过 10 万个 ETH，其头寸从 250 万个 ETH 缩减至 239 万个代币。Grayscale 仍然是唯一一家积极抛售头寸的 ETF，而其他基金甚至在周末也报告了资金流入。

ETH 的跌幅也快于 BTC，其市场占有率从通常的 17% 左右缩水至 15.1%。受股市负面消息的影响，ETH 在新一周甚至跌破 2,200 美元。日本央行将利率上调 0.25 个百分点，导致基差交易崩溃，进而影响全球股市，这是股市和加密货币市场当前下跌的导火索。

继前三天的清算之后，加密货币市场在过去 24 小时内清算了超过 10 亿美元。当前的加密货币崩盘引发了自 4 月市场调整以来最大的清算事件，主要攻击的是多头仓位。

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