比特币突然暴拉:跻身1万亿

币圈资讯 阅读:40 2024-04-22 09:44:45 评论:0
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作者:秦晋,碳链价值

比特币时隔2年,市值再度突破1万亿美元。迈过一个牛市关键坎儿。14年前2月14日,中本聪曾在一封内部邮件中表示「20年后,比特币要么会有非常大的交易量,要么就没有交易量。」

2月14日,是一个中国迎财神与西方情人节相互交加的特殊的日子。比特币当天上涨至52000美元,单日涨幅达5.01%,单日交易量达391亿美元。

在比特币的推动下,数字货币概念股/区块链概念股普涨。嘉楠科技ADR涨超19%,网红券商Robinhood高开16%,创2022年8月份以来最大盘中涨幅,Hut 8涨12%,大量持有比特币的微策投资MSTR涨11.8%。

如果按照全球上市公司市值排名,目前比特币排在第八位。如果全球排名加上黄金与白银市值,比特币排名第十位。前几位分别是,黄金(13.46万亿)、微软(3.02万亿)、苹果(2.84万亿)、沙特阿美(2.06万亿)、英伟达(1.83万亿)、谷歌(1.82万亿)、亚马逊(1.78万亿)、白银(1.27万亿)、Meta(1.21万亿)。

自1月11日,美国SEC审批通过11只比特币现货ETF发行商申请,进行ETF交易后,比特币ETF的成交量与比特币储备量都是全球投资圈格外关注的焦点数据。毕竟,华尔街将是未来主导比特币市场的不可忽视的一股重要力量之一。截止2月14日,在比特币ETF的23个交易日内,如果算上灰度此前储备的BTC,目前11家比特币发行商总计持有超过70万个比特币。如果除去灰度持有的超过46万个比特币,其余10加比特币ETF发行商已经持有超过24万个比特币。

在比特币ETF成交量方面,2月14日单日,IBIT继续遥遥领先,领跑其他发行商。IBIT单日成交6.9亿美元,GBTC单日成交5.91亿美元。FBTC单日成交4.38亿美元。ARK单日成交1.51亿美元。市场对比特币的需求日益强劲。目前已经由此前每日资金负向流出转为每日资金正向流入。

据CryptoQuant数据显示,超过75%进入到比特币的新投资是通过这些比特币ETF进入的。自1月11日现货比特币ETF开始上市交易以来,已有约95亿美元的新资金通过这些ETF投资比特币市场。2月13日单日内,有6.51亿美元的资金净流入,这是自现货比特币ETF推出之日以来最大的单日资金流入量。

这是被普遍认可的比特币上涨的原因之一。

原因之二是,美国总统拜登在社媒发布具有加密社区文化语境叙事的「黑暗布兰登激光眼」表情包照片来对比特币产生影响力。拜登期望利用比特币在美国加密圈的年轻受众群体的关注度,赢得他们手中的选票,支持自己竞选下一届美国总统。作为美国总统,拜登的一些言行举止对比特币市场不会不产生重大影响。

原因之三是比特币减半所引起的加密市场的乐观情绪。如果按照比特币减半历史周期推测,每隔四年会减半一次。2024年是比特币自诞生以来,进行的第4次减半。减半时间预计发生在4月23日。减半时区块高度为840000。前3次比特币减半的隔年,比特币价格均创造了历史新高。上个减半周期的隔年2021年11月,比特币价格创下69044美元的历史新高。纽约州金融服务部前副总监雷思-罗兹表示,「从历史上看,每次减半都会导致某种价格看涨行为。」这是有道理的,因为你预计随着供应限制的增加,价格自然会上涨。

据悉,2020年,比特币挖矿奖励从12.5个比特币降至6.25个。今年,挖矿奖励将从6.25个比特币将至3.125个。雷思-罗兹表示,在2012年比特币首次减半前后的两年时间力,比特币价格上涨约30000%。2016年,比特币价格在两年内上涨近800%。2020年减半,投资者看到了700%收益。

另外,比特币获得资金流入似乎还有另外一个重要渠道。据《华尔街见闻》报道,分析指出,比特币获得的资金流入,似乎是以黄金ETF的资金流出为代价的。在本周美国CPI数据公布前,上周投资者就从黄金ETF中赎回了8.58亿美元,使得今年迄今为止的黄金资金流出达到32亿美元。

另据外媒报道,目前美联储降息时间表具有很大不确定性,对加密市场所起的直接影响似乎微乎其微。后续我们会持续关注美联储最新动向。2月4日,美联储主席鲍威尔罕见的接受美国哥伦比亚广播公司CBS独家专访时表示,预计3月不会降息,得3月之后降息。也有其他美联储官员表示,2024年美联储降息2-3次是合适的。


Author Qin Jin's carbon chain value Bitcoin once again broke through trillions of dollars in market value after a year, and passed a key hurdle in a bull market. Years ago, Satoshi Nakamoto said in an internal mail that Bitcoin will either have a very large transaction volume or no transaction volume after the year. Month is a special day when China welcomes the God of Wealth and the Western Valentine's Day. Bitcoin rose to the dollar on the same day, and the single-day transaction volume reached 100 million US dollars. Driven by Bitcoin, the concept stocks of digital currency concept stocks blockchain rose by Jia Nan. Science and technology have risen more than the largest market in online celebrity since Gao Chuangchuang, a large number of micro-investment in bitcoin has risen. If it is ranked in the eighth place according to the market value of global listed companies, if the global ranking is combined with the market value of gold and silver, the top ten bitcoins are gold trillion, Microsoft trillion, Apple trillion, Saudi Aramco trillion, NVIDIA trillion, Google trillion, Amazon trillion, silver trillion, and the United States has approved the application of only bitcoin spot issuers for trading since June. After all, Wall Street will be one of the important forces that can't be ignored in the future leading the bitcoin market. If the gray scale is included, the current bitcoin publishers hold more than 10,000 bitcoins. If the gray scale is excluded, the remaining bitcoin publishers already hold more than 10,000 bitcoins in terms of bitcoin turnover. On March, one day, it continued to be far ahead of other issuers, with a single-day transaction of $ billion, a single-day transaction of $ billion and a single-day transaction of $ billion. At present, the market demand for bitcoin has become increasingly strong. At present, it has turned from a negative outflow of daily funds to a positive inflow of daily funds. According to the data, more new investments than those entering bitcoin have entered through these bitcoins. Since the spot bitcoins were listed and traded on March, about $ billion of new funds have passed through these investment bitcoins. There is a net inflow of US$ 100 million in a day, which is the largest single-day inflow of funds since the launch of spot bitcoin. This is one of the reasons for the rise of bitcoin, which is generally recognized. The second reason is that US President Biden released a photo of the dark Brandon laser eye expression package with encrypted community cultural context in social media to influence Bitcoin. Biden hopes to use the attention of young audiences in the American encryption circle to win their votes and support his election for the next US. Some words and deeds of the President of China as President Biden of the United States will not have a significant impact on the bitcoin market. The third reason is the optimism of the encryption market caused by the halving of bitcoin. If it is predicted that it will be halved every four years according to the historical cycle of bitcoin halving, the year is the second halving time of bitcoin since its birth. It is expected that the block height will be halved when it is halved on March, and the price of bitcoin will be halved in the next year, which has reached a record high. The price of special coins hit a record high of US dollars. Reith Rhodes, former deputy director of the New York State Financial Services Department, said that historically, every halving will lead to some kind of price bullish behavior, which makes sense because you expect that the price will naturally rise with the increase of supply restrictions. It is reported that the bitcoin mining reward will drop from one bitcoin in 2008 to one this year. Reith Rhodes said that the bitcoin price will rise by about two years before and after the first halving of bitcoin in 2008. During the year, the increase has halved in recent years, and investors have seen the benefits. In addition, there seems to be another important channel for Bitcoin to obtain capital inflows. According to reports on Wall Street, it seems that the capital inflows obtained by Bitcoin are at the expense of gold outflows. Before the release of US data this week, investors redeemed $100 million from gold last week, making the gold outflows reach $100 million so far this year. According to foreign media reports, there is great uncertainty about the Fed's current rate cut schedule for the encryption market. The direct impact seems to be minimal. We will continue to pay attention to the latest trends of the Federal Reserve. In a rare exclusive interview with CBS on May, Federal Reserve Chairman Powell said that he did not expect to cut interest rates in June, and other Fed officials said that it was appropriate to cut interest rates in 2008. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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