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QCP:比特币市占率提升为L1公链复苏奠定基础,美国大选促使风险偏好情绪进一步增强

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2024-10-19 08:51:29
QCP 发布每周总结称,本周对加密货币来说是令人兴奋的一周。BTC 上涨了 10.48%,达到 69,000 美元的高点,70,000 美元的心理关口已经近在眼前。下周没有任何主要的宏观数据作为阻力。
BTC ETF 本周流入量可观。截至周五,ETF 流入量达到 2.033 亿美元,并且已经连续 6 天呈现净流入趋势。ETF 的持续流入表明机构需求依然强劲。随着今天上午美 SEC 批准比特币 ETF 期权在纽约证券交易所(NYSE)上市,相信这将为 ETF 提供所需的流动性,吸引可持续的资金流入。
比特币的市占率目前达到多年高点 58%,这一水平上次出现是在 2021 年 4 月。随着它接近 60% 的关键阻力位,我们认为这将为L1代币的强劲复苏奠定基础。
随着美国股市接近历史高点,日元继续走弱,随着美国大选的临近,风险偏好情绪只会进一步增强。这将推动风险资产上涨,并支持「Uptober」反弹叙述。
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