当前比特币价格依赖Strategy支撑,风投资金尚未大规模进场

BlockBeatNews
BTC6,11%
EMPIRE4,15%
PVP-2,71%

BlockBeats 消息,2 月 7 日,据 Blockworks 报道,Empire 分析师 Jason Yanowitz 指出,若剔除 Strategy(原 MicroStrategy)的比特币购买行为,当前周期可能仍处早期,目前比特币价格完全依赖 Strategy 自去年末至今豪掷的超 200 亿美元。当前市场仍处于「纯玩家互割」(PvP)阶段,风投资金尚未大规模进场。CMS Holdings 的 Dan Matuszewski 对此表示认同,他指出 2022 年熊市的影响仍在持续,市场流动性基本缺失,无法带动实质性资金流入,当前除「少数精选标的」外,尚未出现大规模资金流入。关于「是否到顶」的争论将愈演愈烈。但无论周期位置如何,我们需承认新监管层刚起步,其政策可能成为未来催化剂。

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