分析师:BTC 自 7 月初上涨约 30%,市场资金规模升至 249 亿美元且杠杆占比下降

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ChainCatcher 消息,据 CryptoQuant 分析师 Woominkyu 发文表示,自 7 月初以来,BTC 价格已由约 6 万美元升至 7.8 万美元,涨幅约 30%。同期,市场资金规模由 206 亿美元增至 249 亿美元,接近该阶段高位。

其指出,与价格上涨不同,借贷资金占比并未同步上升。该指标于 8 月 14 日见顶,此后持续回落,即使 BTC 在 8 月 19 日后加速上涨,杠杆占比仍未明显回升。其认为,相较于依赖借贷资金推动的行情,当前资金结构更为健康;若后续 BTC 价格停滞而借贷资金占比重新上升,则可能成为需要关注的风险信号。

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