加密货币市场表现持续疲弱。比特币过去一周在67,300美元以下震荡下跌，昨晚一度跌破63,400美元，最低来到63,379美元;以太币则随着现货ETF的推进和Consensys结束对以太坊的调查等消息，走势较比特币强劲，在17日一度触及3,653美元，不过现已震荡回落至约3,500美元。
In the past week, Bitcoins have fallen below $67,300, down from $63,400 last night, to $63,379 at a minimum; and, with the advance of the spot ETF and the end of Consansy’s investigation into Etheria, the trend has been stronger than Bitcoins, reaching $3,653 on 17 days, but the shock has now fallen to about $3,500.
比特币方面实际上也有不少利好消息，例如微策略以65,883美元的均价，再加仓1.2万枚比特币;电脑巨头Dell创办人Michael Dell发推提及比特币;以及Arthur Hayes在总经方面发表了看涨言论。然而，这些消息都未能带动比特币等主流币的上涨。
There are, in fact, good news on the Bitcoin side, such as micro-strategy with an average price of $65,883 plus 12,000 bitcoins; computer giant Dell's founder, Michael Dell, who speaks of bitcoins; and Arthur Hayes, who speaks up on the generals. However, none of this news has been able to fuel the rise in mainstream currencies, such as bitcoin.
对此，数字资产交易公司QCP Capital发文解释了其看法。
In response, a communication from Digital Asset Trading Company QCP Capital explained its view.
比特币价格走势图
行情低迷原因
QCP Capital表示，鉴于减半后损益平衡价格更高，矿商面临巨大的抛售压力。矿商BTC持有量已降至过去14年来的最低水平，总储备量较年初减少了50,000枚。14日时，QCP就表示比特币矿商正在经历减半后的“投降」，从而限制了价格上涨。
QCP Capital states that, given the higher profit/loss/balance price after halving, miners are under considerable pressure to sell. Miner BTC holdings have fallen to their lowest level in the last 14 years, with a total reserve of 50,000 less than at the beginning of the year. On 14 days, QCP indicated that bitco miners were going through &ldquao after halving; surrender, thus limiting price increases.
此外，QCP Capital提到德国政府在过去几天出售了约3,000枚BTC，还有近47,000枚尚未出售，这新的大量供应的出现也造成市场担忧。拥有超过37万追踪者的加密交易员@DaanCrypto在当时就声称，最近空头部位的增加和比特币市场的下跌，可能是由于德国政府的抛售所致。
In addition, QCP Capital mentioned that the German government has sold about 3,000 BTCs in the last few days, while nearly 47,000 have not yet been sold, and that the emergence of a new large supply is also a source of market concern. The encryption trader @DaanCrypto, with more than 370,000 trackers, claimed at the time that the recent increase in head openings and the fall in the Bitcoin market could be due to the sale by the German government.
市场大量买入9至12月的买权
The market at 在选择权市场方面，QCP Capital表示，他们观察到1个月内到期的买权被大量抛售，但9月至12月的买权被大量买入。这显示市场预期短期内价格变动不大，但年底前可能会有大幅上涨的潜力。换句话说，夏季市场将盘整，而在美国大选期间行情有望爆发。 In terms of choice markets, QCP Capital stated that they observed that the purchase rights that had expired within one month had been sold in large quantities, but that the purchase rights from September to December had been bought in large quantities. This suggests that the market expected little price change in the short term, but that there could be a significant increase by the end of the year. 另一方面，由于预期ETH现货ETF即将推出，ETH的隐含波动率较BTC溢价18%，这表明投资者对ETH的看涨情绪更为强烈。 On the other hand, the implicit volatility of the ETH over the BTC premium is 18 per cent as a result of the anticipated introduction of the ETH spot ETF, which indicates a stronger investor perception of ETH. 据选择权交易平台Deribit数据显示，9月27日到期且履约价为9万美元的比特币买权，以及12月27日到期且履约价为7.5万美元的比特币买权，是交易量排名前两大的比特币买权，显示市场高度期望比特币价格在今年第四季度再创新高。 According to the alternative trading platform Deribit data, the Bitcoin right, which expired on 27 September with a performance price of $90,000, and the Bitcoin right, which expired on 27 December with a performance price of $75,000, are the top two bitcoin buyers in the order of volume, showing high market expectations for higher bitcoin prices in the fourth quarter of this year. 当日BTC选择权交易量前五名|Source:Deribit On that date, the BTC selected the top five of the trading volumes.
注册有任何问题请添加 微信：MVIP619 拉你进入群
打开微信扫一扫
添加客服
进入交流群
发表评论