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舵手无名
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The crypto world wants to extend to the US stock market, and the US stock market wants to extend to the crypto world. This year is truly interesting.
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稳定币供应量首次突破2500亿美元。下半年还会增长更猛。 ·有收益的稳定币正在快速增长。Ethena自推出以来已增长到近60亿。 ·Tether和Circle仍然占据主导地位,合计持有86%的未完成供应。
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至于其它山寨,其实前几周利好很多,放在以往的牛市肯定是大涨特涨的利好。 还是上面原因,价格不一定响应,所以分享的比较少。 因为价格要上行始终得用资金去推动,光有基本面不够,它是相辅相成的,两者缺一不可。
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有伙伴问最近怎么比较少分享币圈一些基本面相关的,其实目前币市山寨所谓的基本面都比较虚,引不起大家的情绪,自然引不起资金情绪合力,价格上不一定会同步表现,所以最近聊的比较少。 币圈真正有基本面有价格的就是BTC,但没什么好讲,说来也话长,要自己花时间多买几本书看,对BTC的价值和认知会远远超过自媒体上那些一知半解的KOL。空闲时间多的、做长线的伙伴可以找我要书单。 (最近中东战争,随带说一句,其实战争对BTC是利好,小战会有短期利空,大战往往利好,越大越猛涨,这种时期就是真正体现BTC价值的时候。所以长线不要受自媒体瞎FUD影响)
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当前市场两极分化严重,看空悲观的居多,看多的又犹豫不敢进场。从更大级别,周线级别均线看,依然处在多头趋势中,目前并没有走熊。 #BTC走势分析
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上周ETH的ETF数据表现很好,超过BTC。主要是受益于美国监管新政,对POS模式质押的解绑,现在还没看到ETH相应的价格表现,如果后面拉涨,敢肯定此事件影响会成倍放大,甚至引走机构的FOMO。 对ETF发行方而言,增加的几个点质押收益相当可观,因为这是额外无本收益,它们的体量够大收益也够大,它们会极力主动营销推广,主动制造FOMO情绪。这点大利好严重被市场低估了。 后面SOL等ETF推出也全部会受益。此时机构会正在暗中实施,价格一涨它们集体出来吹风。现在要等的是ETH价格配合,向上拉涨,相辅相成。 #ETH
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