2021年Altcoin爆炸的设置可能会在全球流动性上升的情况下再次出现：Jamie Coutts

币界网Опубліковано о 2024-08-20Востаннє оновлено о 2024-08-20

币界网报道：

Real Vision分析师Jamie Coutts表示，山寨币可能即将重演2020年和2021年的爆炸性狂热。

Coutts在社交媒体平台X上表示，加密货币市场周期目前正处于“选择性高质量资产触底并在牛市恢复时跑赢大盘”的阶段

这位分析师分享了一张图表，将前200种加密资产的表现与加密货币的总市值进行了比较，他用这个图表来衡量山寨币的实力。

他指出，这一指标与2020年底类似，当时比特币（BTC）连续数月超过其他市场，而与此同时，全球流动性似乎正在上升——库茨说这两件事对山寨币来说是看涨的。

“我之前发布过这张图表。前200名等权重指数（EQW）与市值比率图（Mkt cap）。2020/21年疯狂的山寨币反弹发生在严重表现不佳（又名BTC反弹）之后。这种情况与我们开始看到全球流动性走高时相类似……这应该会推动BTC进入新的ATH。BTC落后于全球M2，在长时间停滞后开始加速上行。”

来源：Jamie Coutts/X

这位分析师进一步阐述了他对下一个山寨币周期的展望，称在即将到来的扩张中，“高质量”的第1层（L1）将跑赢大部分市场

“广泛的山寨币反弹的成分和进展通常是：；

1.极度超卖、不被爱、被低估2。全球流动性显著上升3。BTC必须为弱势持有者创造巨大的回报，才能将利润回收到Alts 4中。这些利润可能会使已经表现出色的Alts公司获得更大的收益…

这并不是对盲目投资投机市场的认可；这就是我根据当前设置看待事情发展的方式。一些资产将在更广泛的shitcoin反弹之前跑赢大盘。这些是高质量的L1，它们正在增长并构建新颖而棘手的用例。”

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图片来源：Shutterstock/Comdas/INelson

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