战略出售削弱比特币“持有不动”情绪

投资观察
Jul 06

投资者对于Strategy公司确认从其比特币储备中进行新一轮出售并不感到意外,但这一消息可能正在对交易者看待市场的方式产生心理影响。“每一次实际的出售都削弱了围绕BTC储备模式的‘永不卖出’观念,并使资本结构压力重新成为焦点,”Bitget的Lacie Zhang表示。“因此,今天的市场反应可能更多不是关于出售规模本身,而是关于将这些出售变为现实所带来的叙事折价。”Zhang补充说,尽管情绪受挫正在刺激比特币抛售,但仍有其他迹象表明价格可能在长期内反弹。根据LSEG的数据,比特币下跌1.1%,至略高于62,000美元。

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