Matrixport:比特币当前的反弹更多体现在仓位结构而非价格本身

foresightnews
Dec 05, 2025

Foresight News 消息,Matrixport 发推表示,“比特币当前的反弹更多体现在仓位结构而非价格本身:ETH 和 BTC 的整体仓位已回落至低位区间,类似的轻仓格局在今年早些时候曾在数日内推动价格上涨约 38%。在这种接近‘仓位真空’的环境下,任何新增敞口都可能令价格上行的速度远超多数交易者的预期。同时以太坊的重要升级已实质性改变了它的经济结构,但市场对这一点的反应仍偏保守。上一轮升级期间在多项利好叠加下,以太坊曾展开一轮强势上涨;本轮能否重演当时的走势仍有待观察,尤其是在国债相关买盘已不如此前稳定的情况下。 [查看更多]

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