過(guò)去一周，比特幣 (BTC) 從 51,728 美元上漲至 64,000 美元的第二個(gè)歷史新高，這一驚人的漲幅出乎許多分析師的預(yù)期。 隨著加密貨幣市場(chǎng)持續(xù)升溫，華爾街巨頭也嗅到了多頭市場(chǎng)的氣息，開(kāi)始行動(dòng)。 然而，在比特幣暴漲之前，美國(guó)政府卻做出了「奇怪」的舉動(dòng)。
鏈上數(shù)據(jù)顯示，昨天美國(guó)東部時(shí)間下午1點(diǎn)39分左右（北京時(shí)間凌晨0點(diǎn)39分左右），也就是比特幣價(jià)格飆升至6.4萬(wàn)美元以上之前，美國(guó)政府扣押的一個(gè)錢包裡轉(zhuǎn)移了1個(gè)比特幣。 。 不到半小時(shí)後，錢包中剩餘的2817個(gè)BTC也被轉(zhuǎn)移，本次轉(zhuǎn)移的總價(jià)值約為1.73億美元。
隨後，另一個(gè)裝有約12,300 BTC的錢包先將0.01 BTC轉(zhuǎn)入未知地址，隨後將剩餘的比特幣全部轉(zhuǎn)出，價(jià)值約7.5億美元。 最後，從這兩個(gè)錢包轉(zhuǎn)出的比特幣總價(jià)值約為9.23億美元，這些錢包中的資金是從2016年攻擊Bitfinex的駭客手中繳獲的。
由於美國(guó)政府目前是全球最大的比特幣鯨魚(yú)之一，因此當(dāng)局如何處理這些比特幣也牽動(dòng)著許多投資者的心。 美國(guó)政府突然轉(zhuǎn)移BTC也被許多人視為準(zhǔn)備拋售的訊號(hào)。 比特幣在觸及6.4萬(wàn)美元後的大幅下跌是否真的與此有關(guān)，目前還不得而知。 不過(guò)，美國(guó)司法部回應(yīng)稱，從 Bitfinex 駭客手中扣押的近 10 億美元比特幣的轉(zhuǎn)移是出於合法執(zhí)法目的。
由於比特幣的上漲過(guò)於突然，市場(chǎng)對(duì)推動(dòng)這項(xiàng)上漲的主要因素感到好奇。 CoinShares研究總監(jiān)James Butterfill表示：過(guò)去，比特幣價(jià)格走勢(shì)與降息預(yù)期有密切關(guān)係。 然而，隨著美國(guó)比特幣現(xiàn)貨ETF的上市，比特幣的價(jià)格走勢(shì)出現(xiàn)了明顯的分化，這些ETF極大地影響了比特幣近期的價(jià)格走勢(shì)。
目前，每天只生產(chǎn)約 900 個(gè)比特幣，但美國(guó)新推出的 ETF 每天需要約 2800 個(gè)比特幣（意味著比特幣的需求超過(guò)供應(yīng)量的三倍）。 這導(dǎo)致自 2020 年以來(lái)交易所的比特幣儲(chǔ)備減少了 28%，凸顯比特幣市場(chǎng)正在經(jīng)歷重大的需求面衝擊。
Despite the ambiguous attitude of the U.S. government towards Bitcoin, the market activity of Bitcoin spot ETFs promoted by BlackRock, Fidelity and other major banks continues to rise, quickly becoming the second largest single commodity ETF in the U.S. market.
Bloomberg analyst James Seyffart tweeted that there are currently four U.S. Bitcoin spot ETFs with asset management scale exceeding US$2 billion, namely Grayscale’s GBTC, BlackRock’s IBIT, Fidelity’s FBTC and Ark ARKB by 21Shares.
It is worth mentioning that BlackRock also recently held a private event for their top clients and industry participants, and there was a lot of exciting news at this private event. A senior BlackRock employee said: We received a lot of calls from people we never expected to receive calls from, and there may be many unexpected participants in this bull market.
Edward Snowden, the leaker of the "Prism" incident and a former defense contractor who fled the United States, also released a heavy signal yesterday. He wrote on X: "It is predicted that this year a sovereign country will be exposed to be purchasing Bitcoin. , replacing gold reserves with cryptocurrencies without publicly disclosing this fact.”
However, in this round of Bitcoin’s rise to over $60,000, retail investors’ participation was low. Analysts said: “Despite the incredible price action in Bitcoin, current data points to calm retail investors. This suggests that institutional investors may dominate this stage, with ETFs being viewed as potential accumulation vehicles.”
The top cryptocurrency's rally continues amid an influx of funds, fueling a "fear of missing out" mentality among investors who are looking forward to Bitcoin's all-time high of $69,000. Investors are awaiting the mining reward “halving” expected to occur in April, a situation that has historically been positive for Bitcoin prices. In addition, the prospect that the Federal Reserve may cut interest rates this year has stimulated investor interest in higher-yielding or more volatile assets.
Summarize
The cryptocurrency market is experiencing a bull run unlike any before as the price of Bitcoin surges. This bull market may attract many unexpected sovereign countries and institutions to participate. At the same time, the rise of Bitcoin spot ETFs will become an important milestone in the history of cryptocurrency evolution, providing more investors with opportunities to participate in the cryptocurrency market.
比特幣美元 $ETH
