Alice Liu:币安抢占 RWA 永续市场,HYPE 价格或承压

链捕手
Yesterday

ChainCatcher 消息,CoinMarketCap 研究主管 Alice Liu 在 Cointelegraph 的 Trade Secrets 节目中表示,比特币可能已经触及底部,近期不太可能重新跌回年内大部分时间徘徊的低位。她指出,比特币 6 月曾跌至约 5.9 万美元,较 10 月 12.61 万美元的历史高点下跌约 53%,而 9 月初比特币一度触及 8.16 万美元,自 8 月中旬以来上涨约 28%,推动 CoinMarketCap 恐惧与贪婪指数回升至贪婪区间。

谈及 Hyperliquid 时,Liu 表示网络活跃度并不必然转化为代币价格。她观察到,过去两个月锚定代币化股票、ETF 和指数的 RWA 永续合约交易此前主要在 Hyperliquid 上进行,但币安推出 RWA 永续合约后,交易量和流动性迅速转移,币安占据约 50% 市场份额,不过在 DEX 领域 Hyperliquid 仍保持领先。HYPE 近期创下 86 美元的历史新高,Hyperliquid 已累计花费超过 4 亿美元进行代币回购,价格动能部分由回购支撑,但 HYPE 价格依赖网络收入持续流入以支撑回购,这是关键观察点。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10