Glassnode: трейдеры переходят в режим защиты после падения биткоина

cryptonews.ruОпубліковано о 2025-03-20Востаннє оновлено о 2025-10-21

  • В Glassnode указали на осторожность инвесторов после падения биткоина с примерно $115 000 до $104 000.
  • Участники рынка сокращают риски и фиксируют убытки.

Крипторынок перешел в фазу защиты, заявили в Glassnode, указав на сразу несколько технических и ончейн-метрик.

Эксперты назвали обвал биткоина с $115 000 до минимума $104 000 всего за четыре дня быстрой и решительной очисткой рынка. По их словам, это выбило с позиций более слабых участников и вызвало защитную ротацию по всему рынку.

С тех пор цена восстановилась, но «шрамы» после падения еще не зажили: настроения остаются осторожными, и это отражается в текущем позиционировании трейдеров, говорится в сообщении.

Также в Glassnode разобрали некоторые метрики, в частности:

  • индекс RSI пробил нижнюю границу и несколько восстановился, но остается в зоне слабости;
  • кумулятивная дельта объема остается отрицательной — давление продавцов не исчезает;
  • спотовые объемы во время падения снизились, что указывает на слабый спрос;
  • открытый интерес во фьючерсах сократился, а фандинг — упал.
  • на опционном рынке зафиксировали рост 25 Delta Skew — признак повышенного спроса на стратегии защиты от падения.

По словам экспертов, в совокупности эти сигналы указывают на рынок, который переходит в режим защиты, когда участники больше заботятся о сохранении капитала, чем о поиске прибыли от направления движения.

Кроме того, аналитики отметили, что ключевые показатели свидетельствуют о стрессе на рынке. По их данным, соотношение нереализованной прибыли и убытка (NUPL) стало отрицательным, а реализованная прибыль/убыток (Realized PnL) опустился ниже предыдущего минимума.

Впрочем, реализованная капитализация (Realized Cap) продолжает расти, что может свидетельствовать о накоплении биткоина долгосрочными инвесторами.

«Избыток рынка был устранен, защитные позиции сформированы, и структура позиционирования стала чище. Отскок от минимумов является обнадеживающим сигналом, однако рыночная структура остается хрупкой. Пока доверие не восстановится, рынок, вероятно, будет оставаться более осторожным, чем убежденным», — подытожили в Glassnode.

Напомним, ранее в CryptoQuant заявили, что биткоин перешел в позднюю стадию бычьего цикла.

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