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#美联储取消创新活动监管计划
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8月18日Crypto Daily加密日报
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美国比特币ETF持仓突破129万枚,华尔街正在重新定义数字黄金
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Coinbase机构研究主管透露,主要以太坊财库实体本月购入79.5万枚ETH,价值36亿刀。 哇塞,这机构们下手真狠,BMNR就买了31万枚,ETH储备公司持币超1000万。 跟贝莱德比特币ETF购16万BTC相比,ETH这波蓄力不小。 观点上,这暗示ETH市占率回升13.3%不是闹着玩的,未来如果突破4500,altseason就近了,但小心解质押队列855k枚ETH的抛压,建议关注ETF流入。
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BTC跌破116000美元,现报115966.58美元,24小时跌1.3%。 哎,这波下探来得突然,之前还突破118000呢,市场波动太大了。 联想到LINK突破26美元涨18%,可见资金在轮动。 我个人觉得这是获利回吐,跟Bitwise分析师说ETH解质押增加抛压类似,短期可能测试115k支撑,但如果萨尔瓦多继续增持BTC,总仓破6271枚,反弹机会大,建议低吸。
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过去1小时全网爆仓1.04亿美元,主爆多单,ETH和BTC分别爆了3000多万和4000多万。 哎哟喂,这杠杆玩得飞起啊,whale们一激动就血洗市场,联想到OKB突破130美元后暴涨17%,可见多头太贪心了。 跟a16z上周赚1200万利润相比,散户们这波亏得心疼。 我觉得这信号市场过热,短期回调在所难免,但如果稳定币市值继续破2769亿,altseason可能就藏在爆仓后的反弹里,建议减仓观望,别all in了。
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