On March 25th, Matrixport released a daily chart analysis saying that the 30-day actual correlation between Bitcoin ETF IBIT and Nasdaq is approaching 70%, a level that has only occurred twice in history, indicating that Bitcoin is currently being driven by the same macro factors as other risk assets. This high correlation mainly reflects the market's revaluation of earnings expectations before the first quarter earnings season and the negative impact of tariff policy uncertainty. Therefore, the...
3月25日消息,Matrixport 发布每日图表分析称,比特币 ETF IBIT 与纳斯达克的 30 日实际相关性正逼近 70%,这一水平在历史上仅出现过两次,表明比特币当前正受与其他风险资产相同的宏观因素驱动。这一高相关性主要反映了市场对一季度财报季前的盈利预期重估,以及关税政策不确定性带来的负面影响。因此造成比特币近期走势与美股科技...
3月24日消息,Matrixport 发布今日图表,比特币正试图突破下行趋势,受益于美联储态度略显鸽派,以及特朗普暗示对关税采取更具针对性的策略。与过去几周相比,这些变化为市场提供了更具建设性的环境。 此外,随着季度末临近,套利基金的抛售压力正在缓解,因资金费率持续低迷,且大部分抛售已接近尾声。尽管当前催化因素尚不足以支撑比特币创下历史新高,但...
Matrixport在社交平台发文表示,截至2024年12月中旬,比特币ETF资金流入与比特币期货未平仓合约(0pen Interest)均达到约350亿美元。此后,期货头寸大幅回落,而比特币ETF资金流保持相对稳定。 这表明短线交易者正在离场,可能将筹码卖给长期投资者。目前,资金费率和市场交易量均较低,除非出现新的宏观催化剂,否则比特币ETF资金的显著增长可能性较小。
Matrixport released today's chart saying that while the surge in stablecoins slowed in the fourth quarter of 2024, the overall growth momentum continued, indicating that funds continued to flow into the crypto market. It is worth noting that, despite the impact of the European MiCA regulatory framework on USDT, the market has not seen large-scale outflows. As stablecoin inflows rise steadily, demand for bitcoin is likely to grow, further driving up prices.
Matrixport 发布今日图表称,尽管 2024 年第四季度稳定币的激增趋势有所放缓,但整体增长势头仍在延续,表明资金持续流入加密市场。 值得注意的是,尽管欧洲 MiCA 监管框架对 USDT 带来影响,但市场并未出现大规模资金流出。随着稳定币资金流入稳步上升,比特币需求可能随之增长,从而进一步推动价格上涨。
On March 17, Matrixport said that the price of gold broke through a record high, further strengthening the "digital gold" narrative of bitcoin, which has gradually emerged since gold broke through $2,000 in the summer of 2023. At present, gold is not only regarded as a hedge against the expansion of US debt, but also as a safe-haven asset to avoid the risk of tariffs. The status and momentum of bitcoin and gold as alternative assets continue to rise as institutions such as BlackRock drive market...
3月17日消息,Matrixport表示,黄金价格突破历史新高,进一步强化了比特币的“数字黄金”叙事,自2023年夏季黄金突破2000美元以来,这一趋势已逐步显现。当前,黄金不仅被视为对抗美国债务膨胀的对冲工具,还成为规避关税风险的避险资产。 随着贝莱德等机构推动比特币的市场情绪,比特币和黄金作为另类资产的地位和动能持续提升。尽管黄金突破300...
On March 14, Matrixport reported that despite the recent weakening of the US dollar, global liquidity indicators have rebounded and inflation data have improved slightly, but the meme coin sector in the cryptocurrency market is still sluggish and shows no signs of recovery. According to the report, the counterfeit products market began to decline after peaking in early December 2024, and the meme bubble burst in January this year, causing the total cryptocurrency market capitalization to decreas...
3月14日消息,Matrixport 报告披露,尽管近期美元走弱推动全球流动性指标回升,通胀数据也略有改善,但加密货币市场中的模因币板块仍表现低迷,未显复苏迹象。 报告指出,山寨币市场在 2024 年 12 月初达到顶峰后开始下滑,模因币泡沫在今年 1 月破裂,导致加密货币市场总市值从 3.6 万亿美元减少至 2.6 万亿美元。 基于 Solana 的 P...
Matrixport said on the X platform, "The slowdown in stablecoin inflows has pushed the market into a consolidation phase. We are closely monitoring this data because if the stablecoin minting indicator fails to recover, any rise in bitcoin will not be sustainable. The slowdown may be due to the fact that stablecoin issuers have built up sufficient inventory ahead of schedule, or the overall market demand has declined. Whatever the specific reason, the current crypto market has not yet ushered in ...
Matrixport于X平台表示,“稳定币流入放缓,推动市场进入盘整阶段。我们密切关注这一数据,因为如果稳定币铸造指标未能回升,比特币的任何上涨行情都难以持续。 此次放缓可能源于稳定币发行方已提前建立充足库存,或市场整体需求下降。无论具体原因如何,当前加密市场尚未迎来大规模的新增资本流入,这也是比特币盘整的关键因素。此外,这一...
Matrixport在最新报告中表示,白宫加密峰会及美国战略比特币储备的确认未能点燃市场情绪,加密市场未出现明显上涨,永续合约资金费率仍徘徊在个位数水平。这表明,散户投资者的热情依旧低迷,与 2024年4月和12月形成鲜明对比--当时资金费率曾飙升至两位数高位。即便特朗普正式就职带来的市场动能也相对平淡,清楚地表明比特币想要迎来新一轮上涨,仍需更具影响力的...
Matrixport Official said on the X platform that its subsidiary Fly Wing has officially received a Major Payment Institution (MPI) license from the Monetary Authority of Singapore (MAS).
Matrixport Official于X平台表示,其子公司Fly Wing正式获得新加坡金融管理局(MAS)颁发的主要支付机构(MPI)许可证。