10x Research:长期持有者获利了结致BTC价格承压,加密股票正摆脱比特币平淡表现

Blockbeats
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BlockBeats 消息,6 月 8 日,10x Research 发文称,比特币低于 7 日移动平均线(看跌),但高于 30 日移动平均线(看涨),一周价格变化为下跌 2.5%,部分原因为马斯克与特朗普的公开争执导致 3.08 亿美元的多头头寸清算。美国贸易政策的不确定性以及劳动力市场的降温也对比特币造成压力,使其价格持平于 105,100 美元。机构需求依然强劲,美国现货比特币 ETF 在五周内录得 90 亿美元的资金流入。然而长期持有者的获利了结增加,导致价格承压。

市场开始意识到加密股票正在摆脱比特币的平淡表现,公开上市加密公司的总市值现已超过 3000 亿美元,机构资本正在进行方向性押注。Circle 备受关注的 IPO、Robinhood 的加密货币收入激增都在指向结构性转变,散户投资者因比特币价格过高而放弃直接买入,转而通过更便宜的加密股票追逐持有比特币敞口。虽然 Circle 估值看似较高,但其 IPO 的成功反映了监管清晰度增加带来的强烈需求,简单回归分析显示,Coinbase 股价目前比公允价值低 18%。Robinhood 保持强劲上升趋势,Galaxy Digital 也可能被低估。

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