BlockBeats 消息，2 月 11 日，QCP Capital 在官方频道发布市场分析，比特币和以太坊从上周低点反弹，激发市场乐观情绪，短期底部可能正在形成。QCP 仍预计 BTC 将维持区间震荡，市场在等待新的催化剂。资金流入成为当前的主要驱动因素。
昨日现货 BTC ETF 录得 1.45 亿美元净流入，延续了周五 3.71 亿美元的流入，结束了此前连续流出的局面，表明机构需求正在重新出现。现货 ETH ETF 也在连续三天流出后转为 5,700 万美元净流入，同时 Tom Lee 旗下 BitMine 持续积累为以太坊提供强大支撑。
宏观层面呈现边际缓和。美国与伊朗的紧张局势在上周五谈判后似乎有所缓解，而疲软的就业数据让市场倾向于美联储可能在 3 月降息。当前焦点转向非农就业数据和 CPI 报告，两项数据可能迅速重塑美联储预期和风险偏好。美国主导的现货抛售压力有所减轻，不过市场情绪仍脆弱，恐惧与贪婪指数仍处于极端恐惧水平。BTC/ETH 比率稳定在 33 至 34 区间，表明轮动有限；虽然隐含波动率已从高位回落，但仍处于高位，在即将到来的宏观数据密集周，实际波动率仍将保持坚挺。
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