美东时间1423——Nansen分析师Nicolai Sondergaard在一份报告中指出，若长期投资者能够加入这一波购买浪潮，比特币或将延续当前涨势，直接冲击90,000美元大关。然而，此轮行情的飙升动力，并非源自宏观层面的系统性吸筹行为，而是ETF需求回暖与大规模空头挤压两股力量交织的结果。
值得警惕的是，Hyperliquid平台上规模最大的交易者依然维持净空头头寸。资金流向数据亦显示，流入交易所的比特币数量已超过流出量——这无疑表明，加密货币领域的原生持有者尚未真正拥抱这波上涨行情。Sondergaard强调，只要这些群体仍在观望，一旦ETF资金流入势头减弱或美国国债收益率再度走高，此次反弹便极易遭遇反转风险。
眼下，据CoinGlass数据，比特币交投于85,800美元附近，较前一日上涨5.8%。
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