1 min 0

Glassnode分析：為何比特幣ETF持續淨流入，但BTC價格卻停滯不前？

  • June 13, 2024
儘管美國現貨 ETF 的資金流入為市場帶來了活力，但市場中性的現金和攜帶交易策略正在平衡買方的動力，導致價格影響趨於中性。本文源自 Glassnode 所著文章《Dissecting Divergence》，由 白話區塊鏈 整理、編譯及撰稿。 （前情提要：罕見訊號！中國工商銀行：比特幣媲美黃金、以太坊是數位石油） （背景補充：富爸爸：買比特幣是「成千萬富翁」最簡單的方式，比創業省事多了..）   在本期深入分析中，我們聚焦於比特幣市場的多個關鍵動態，從技術協議的演變到市場結構的巨集觀變化。特別值得注意的是，儘管美國現貨 ETF 的資金流入為市場帶來了活力，但市場中性的現金和攜帶交易策略正在平衡買方的動力，導致價格影響趨於中性。 此外，比特幣網路上的活躍地址數下降與其交易量的激增形成了鮮明對比，這背後的原因引人深思。通過對 Runes 協議等新興技術的影響進行剖析，我們揭示了其對活躍地址數下降的直接作用。同時，我們也觀察到，主要實體持有的比特幣數量以及…
Read More
  • bitcoinBitcoin (BTC) $ 94,208.00 0.87%
  • ethereumEthereum (ETH) $ 3,277.26 0.43%
  • xrpXRP (XRP) $ 2.49 6.19%
  • tetherTether (USDT) $ 0.999502 0.04%
  • bnbBNB (BNB) $ 695.91 0.5%
  • solanaSolana (SOL) $ 187.64 1.53%
  • dogecoinDogecoin (DOGE) $ 0.337100 0.89%
  • usd-coinUSDC (USDC) $ 0.999996 0%
  • cardanoCardano (ADA) $ 0.949543 0.93%
  • staked-etherLido Staked Ether (STETH) $ 3,276.13 0.39%
  • tronTRON (TRX) $ 0.240851 1.22%
  • avalanche-2Avalanche (AVAX) $ 36.51 1.11%
  • suiSui (SUI) $ 4.92 5.92%
  • the-open-networkToncoin (TON) $ 5.43 1.85%
  • wrapped-stethWrapped stETH (WSTETH) $ 3,893.33 0.3%
  • stellarStellar (XLM) $ 0.430816 2.65%
  • shiba-inuShiba Inu (SHIB) $ 0.000022 0.16%
  • chainlinkChainlink (LINK) $ 20.00 1.56%
  • wrapped-bitcoinWrapped Bitcoin (WBTC) $ 94,007.00 1%
  • hedera-hashgraphHedera (HBAR) $ 0.280362 0.64%
  • polkadotPolkadot (DOT) $ 6.63 1.84%
  • wethWETH (WETH) $ 3,276.14 0.39%
  • bitcoin-cashBitcoin Cash (BCH) $ 438.79 2.23%
  • leo-tokenLEO Token (LEO) $ 9.32 0.61%
  • bitget-tokenBitget Token (BGB) $ 7.08 6.3%
  • uniswapUniswap (UNI) $ 13.70 1.59%
  • litecoinLitecoin (LTC) $ 102.66 3.01%
  • pepePepe (PEPE) $ 0.000018 1.1%
  • hyperliquidHyperliquid (HYPE) $ 20.03 3.3%
  • wrapped-eethWrapped eETH (WEETH) $ 3,459.07 0.47%
  • nearNEAR Protocol (NEAR) $ 5.02 1.13%
  • usdsUSDS (USDS) $ 1.00 0.12%
  • ethena-usdeEthena USDe (USDE) $ 0.999259 0.05%
  • aptosAptos (APT) $ 9.02 1.23%
  • internet-computerInternet Computer (ICP) $ 10.18 2.91%
  • aaveAave (AAVE) $ 285.21 0.44%
  • mantleMantle (MNT) $ 1.16 2.22%
  • crypto-com-chainCronos (CRO) $ 0.140519 2.14%
  • polygon-ecosystem-tokenPOL (ex-MATIC) (POL) $ 0.454114 1.21%
  • ethereum-classicEthereum Classic (ETC) $ 25.38 1.69%
  • mantra-daoMANTRA (OM) $ 3.89 2.85%
  • render-tokenRender (RENDER) $ 7.20 2.64%
  • moneroMonero (XMR) $ 197.62 0.26%
  • vechainVeChain (VET) $ 0.044124 4.25%
  • bittensorBittensor (TAO) $ 434.22 1.55%
  • tokenize-xchangeTokenize Xchange (TKX) $ 42.45 0.11%
  • fetch-aiArtificial Superintelligence Alliance (FET) $ 1.30 2.55%
  • daiDai (DAI) $ 0.999850 0.01%
  • filecoinFilecoin (FIL) $ 5.14 1.22%
  • arbitrumArbitrum (ARB) $ 0.729498 3.55%
  • algorandAlgorand (ALGO) $ 0.364974 4.99%
  • virtual-protocolVirtuals Protocol (VIRTUAL) $ 2.97 9.05%
  • kaspaKaspa (KAS) $ 0.116226 0.25%
  • okbOKB (OKB) $ 47.37 1.1%
  • ethenaEthena (ENA) $ 0.891084 4.1%
  • cosmosCosmos Hub (ATOM) $ 6.56 0.71%
  • optimismOptimism (OP) $ 1.78 0.67%
  • gatechain-tokenGate (GT) $ 18.44 0.26%
  • blockstackStacks (STX) $ 1.51 1.7%
  • celestiaCelestia (TIA) $ 4.66 0.15%
  • sonic-3Sonic (prev. FTM) (S) $ 0.704714 0.48%
  • immutable-xImmutable (IMX) $ 1.24 1.56%
  • movementMovement (MOVE) $ 0.944828 5.5%
  • bonkBonk (BONK) $ 0.000028 0.54%
  • theta-tokenTheta Network (THETA) $ 2.12 3.08%
  • injective-protocolInjective (INJ) $ 21.02 2.25%
  • coinbase-wrapped-btcCoinbase Wrapped BTC (CBBTC) $ 94,212.00 0.86%
  • pudgy-penguinsPudgy Penguins (PENGU) $ 0.032656 5.2%
  • binance-peg-wethBinance-Peg WETH (WETH) $ 3,275.65 0.37%
  • fantomFantom (FTM) $ 0.706725 2.22%
  • the-graphThe Graph (GRT) $ 0.202389 2.14%
  • worldcoin-wldWorldcoin (WLD) $ 2.14 0.97%
  • ondo-financeOndo (ONDO) $ 1.25 3.01%
  • first-digital-usdFirst Digital USD (FDUSD) $ 0.998548 0.4%
  • rocket-pool-ethRocket Pool ETH (RETH) $ 3,670.19 0.15%
  • kelp-dao-restaked-ethKelp DAO Restaked ETH (RSETH) $ 3,381.75 0.62%
  • fasttokenFasttoken (FTN) $ 3.79 0.23%
  • sei-networkSei (SEI) $ 0.382643 1.77%
  • flokiFLOKI (FLOKI) $ 0.000166 0.85%
  • lombard-staked-btcLombard Staked BTC (LBTC) $ 94,149.00 1.03%
  • dogwifcoindogwifhat (WIF) $ 1.56 1.79%
  • usual-usdUsual USD (USD0) $ 0.999040 0.01%
  • jasmycoinJasmyCoin (JASMY) $ 0.031280 2.31%
  • mantle-staked-etherMantle Staked Ether (METH) $ 3,456.01 0.38%
  • galaGALA (GALA) $ 0.035230 1.63%
  • binance-staked-solBinance Staked SOL (BNSOL) $ 192.28 1.42%
  • xdce-crowd-saleXDC Network (XDC) $ 0.098272 3.99%
  • the-sandboxThe Sandbox (SAND) $ 0.586793 1.16%
  • lido-daoLido DAO (LDO) $ 1.58 3.13%
  • flare-networksFlare (FLR) $ 0.023876 1.27%
  • jupiter-exchange-solanaJupiter (JUP) $ 0.790884 2.13%
  • raydiumRaydium (RAY) $ 4.56 5.61%
  • kucoin-sharesKuCoin (KCS) $ 10.80 1.65%
  • ai16zai16z (AI16Z) $ 1.18 19.44%
  • tezosTezos (XTZ) $ 1.27 2.19%
  • makerMaker (MKR) $ 1,443.40 2.45%
  • nexoNEXO (NEXO) $ 1.27 1.04%
  • solv-btcSolv Protocol SolvBTC (SOLVBTC) $ 93,847.00 0.66%
  • kaiaKaia (KAIA) $ 0.212974 0.51%
  • beam-2Beam (BEAM) $ 0.022831 3.61%
  • eosEOS (EOS) $ 0.789196 2.12%
  • pyth-networkPyth Network (PYTH) $ 0.325763 1.93%
  • iotaIOTA (IOTA) $ 0.325568 0.94%
  • thorchainTHORChain (RUNE) $ 3.38 5.4%
  • based-brettBrett (BRETT) $ 0.117483 1.7%
  • flowFlow (FLOW) $ 0.735764 1.81%
  • bitcoin-svBitcoin SV (BSV) $ 57.62 5.67%
  • bittorrentBitTorrent (BTT) $ 0.000001 3.06%
  • susdssUSDS (SUSDS) $ 1.03 0.4%
  • ethereum-name-serviceEthereum Name Service (ENS) $ 31.80 1.44%
  • aioz-networkAIOZ Network (AIOZ) $ 0.915064 1%
  • neoNEO (NEO) $ 14.85 3.57%
  • starknetStarknet (STRK) $ 0.430712 1.24%
  • arweaveArweave (AR) $ 15.73 3%
  • renzo-restaked-ethRenzo Restaked ETH (EZETH) $ 3,382.19 0.42%
  • msolMarinade Staked SOL (MSOL) $ 234.96 1.35%
  • curve-dao-tokenCurve DAO (CRV) $ 0.806026 4.34%
  • spx6900SPX6900 (SPX) $ 1.08 3.92%
  • axie-infinityAxie Infinity (AXS) $ 6.22 2.26%
  • solv-protocol-solvbtc-bbnSolv Protocol SolvBTC.BBN (SOLVBTC.BB) $ 93,082.00 0.66%
  • dydx-chaindYdX (DYDX) $ 1.31 2.02%
  • coredaoorgCore (CORE) $ 1.01 0.34%
  • heliumHelium (HNT) $ 5.35 3.21%
  • decentralandDecentraland (MANA) $ 0.488745 3.17%
  • dexeDeXe (DEXE) $ 15.98 7.17%
  • elrond-erd-2MultiversX (EGLD) $ 32.81 1.45%
  • matic-networkPolygon (MATIC) $ 0.454279 1.1%
  • binance-peg-dogecoinBinance-Peg Dogecoin (DOGE) $ 0.336900 1.06%
  • wbnbWrapped BNB (WBNB) $ 695.77 0.72%
  • aerodrome-financeAerodrome Finance (AERO) $ 1.09 6.03%
  • ether-fi-staked-ethether.fi Staked ETH (EETH) $ 3,272.06 0.35%
  • apecoinApeCoin (APE) $ 1.11 1.99%
  • arbitrum-bridged-wbtc-arbitrum-oneArbitrum Bridged WBTC (Arbitrum One) (WBTC) $ 93,895.00 0.98%
  • fartcoinFartcoin (FARTCOIN) $ 0.789040 9.34%
  • akuma-inuAkuma Inu (AKUMA) $ 0.001172 9.93%
  • l2-standard-bridged-weth-baseL2 Standard Bridged WETH (Base) (WETH) $ 3,278.68 0.47%
  • chilizChiliz (CHZ) $ 0.082140 2.03%
  • zcashZcash (ZEC) $ 47.54 1.79%
  • akash-networkAkash Network (AKT) $ 3.04 4.15%
  • jito-governance-tokenJito (JTO) $ 2.67 3.87%
  • usddUSDD (USDD) $ 0.994931 0.13%
  • ecasheCash (XEC) $ 0.000037 6.3%
  • mog-coinMog Coin (MOG) $ 0.000002 6.13%
  • bio-protocolBio Protocol (BIO) $ 0.451413 4.11%
  • gigachad-2Gigachad (GIGA) $ 0.074937 0.44%
  • arbitrum-bridged-weth-arbitrum-oneArbitrum Bridged WETH (Arbitrum One) (WETH) $ 3,276.40 0.46%
  • roninRonin (RON) $ 1.89 0.57%
  • jupiter-staked-solJupiter Staked SOL (JUPSOL) $ 200.98 1.29%
  • wormholeWormhole (W) $ 0.251631 1.85%
  • compound-governance-tokenCompound (COMP) $ 79.61 5.3%
  • conflux-tokenConflux (CFX) $ 0.145766 2.13%
  • reserve-rights-tokenReserve Rights (RSR) $ 0.012828 4.01%
  • echelon-primeEchelon Prime (PRIME) $ 12.95 1.27%
  • mina-protocolMina Protocol (MINA) $ 0.562594 2.29%
  • pancakeswap-tokenPancakeSwap (CAKE) $ 2.31 1.01%
  • notcoinNotcoin (NOT) $ 0.006571 4.38%
  • zksyncZKsync (ZK) $ 0.178968 3.06%
  • tether-goldTether Gold (XAUT) $ 2,658.73 0.51%
  • eigenlayerEigenlayer (EIGEN) $ 3.07 4.47%
  • fraxFrax (FRAX) $ 0.995578 0.26%
  • mantle-restaked-ethMantle Restaked ETH (CMETH) $ 3,458.16 0.27%
  • gnosisGnosis (GNO) $ 247.36 1.15%
  • pendlePendle (PENDLE) $ 3.87 3.42%
  • ether-fi-staked-btcEther.fi Staked BTC (EBTC) $ 94,152.00 0.79%
  • usdx-money-usdxusdx.money USDX (USDX) $ 0.998778 0.1%
  • havvenSynthetix Network (SNX) $ 1.79 2.12%
  • dydxdYdX (ETHDYDX) $ 1.31 2.1%
  • grassGrass (GRASS) $ 2.40 4.03%
  • amp-tokenAmp (AMP) $ 0.006913 1.03%
  • turboTurbo (TURBO) $ 0.008216 2.88%
  • terra-lunaTerra Luna Classic (LUNC) $ 0.000102 1.56%
  • dog-go-to-the-moon-runeDog (Bitcoin) (DOG) $ 0.005573 3.8%
  • superfarmSuperVerse (SUPER) $ 1.22 2.25%
  • beldexBeldex (BDX) $ 0.079457 0.75%
  • ordinalsORDI (ORDI) $ 25.89 0.17%
  • axelarAxelar (AXL) $ 0.607665 2.61%
  • pax-goldPAX Gold (PAXG) $ 2,697.31 0.33%
  • peanut-the-squirrelPeanut the Squirrel (PNUT) $ 0.537340 2.24%
  • 1inch1inch (1INCH) $ 0.382934 1.86%
  • coinbase-wrapped-staked-ethCoinbase Wrapped Staked ETH (CBETH) $ 3,563.05 0.23%
  • kavaKava (KAVA) $ 0.490638 3.44%
  • freysa-aiFreysa AI (FAI) $ 0.064484 8.6%
  • safeSafe (SAFE) $ 0.988454 2.8%
  • cat-in-a-dogs-worldcat in a dogs world (MEW) $ 0.005790 1.8%
  • layerzeroLayerZero (ZRO) $ 4.61 1.75%
  • popcatPopcat (POPCAT) $ 0.522396 4.98%
  • paypal-usdPayPal USD (PYUSD) $ 0.999502 0.03%
  • bitcoin-avalanche-bridged-btc-bAvalanche Bridged BTC (Avalanche) (BTC.B) $ 94,149.00 0.47%
  • livepeerLivepeer (LPT) $ 13.57 2.6%
  • nervos-networkNervos Network (CKB) $ 0.011029 1.35%
  • oasis-networkOasis (ROSE) $ 0.074601 2.85%
  • apenftAPENFT (NFT) $ 0.00000051 0.53%
  • true-usdTrueUSD (TUSD) $ 0.998947 0.27%
  • pumpbtcpumpBTC (PUMPBTC) $ 91,980.00 0.51%
  • kusamaKusama (KSM) $ 30.33 2.2%
  • blurBlur (BLUR) $ 0.226411 1.72%
  • frax-etherFrax Ether (FRXETH) $ 3,264.02 0.32%
  • trust-wallet-tokenTrust Wallet (TWT) $ 1.15 2.29%
  • resolv-usrResolv USR (USR) $ 1.00 0%
  • polygon-pos-bridged-weth-polygon-posPolygon PoS Bridged WETH (Polygon POS) (WETH) $ 3,276.13 0.4%