BlockBeats 消息，8 月 19 日，Vaneck 发文总结 7 月中旬至 8 月中旬的市场关键要点如下:
1、比特币 (BTC) 创下历史新高反弹至 124,000 美元，CME 基准触及年度高点；维持 180,000 美元的年末比特币目标。
2、比特币矿工分化：APLD 上涨；尽管美国矿工在全球算力中的份额达到 31.5%，但大多数矿工表现不佳。
3、数字资产财库公司 (DATS)mNAV 下降：低波动性抑制了融资和增长
此外，Vaneck 表示随着秋季临近，大量未平仓期权头寸增加了即使轻微波动也可能通过交易商对冲引发价格大幅波动的可能性。对于 DAT 而言，长期低波动性可能会限制融资能力，从而进一步压缩 mNAV。宏观经济发展和季节性投资者的重新参与可能会延续比特币的势头，也可能会引发获利回吐。尽管如此，我们仍然坚持年底前 18 万美元的 BTC 价格目标。
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