News list for "dragosch"

Bitwise欧洲研究主管:美元走弱叠加各国央行减持美债,比特币和黄金有望受益

Bitwise 欧洲研究主管 Andre Dragosch 表示,在宏观经济环境暗示美元主导地位可能发生转变的背景下,比特币和黄金正获得市场关注。 作为美国债务最大的海外持有国,中国和日本正在减持美国国债,引发市场对美国政府债券长期需求的担忧。Dragosch 透露,有海外央行曾向 Bitwise 美国询问将部分美债投资转向现货比特币 ETF 的可能性,捷克国家银行也在考虑类似举措。

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2025-02-14 15:40:49
Analyst: The correlation between bitcoin and US stocks has re-emerged

Bitcoin and the Standard & Poor's 500 started diverging after Donald Trump's election, but the two asset classes have recently started moving more in sync, according to Andre Dragosch, head of European research at Bitwise. Bitcoin and the Standard & Poor's 500 are again starting to correlate closely, with a correlation of 0.88 on the most recent 20-day moving average (0 means no correlation and 1 means absolute correlation). Dragosch concludes: "Although the on-chain factor is at least 202...

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2025-01-07 22:46:48
分析师:比特币与美股之间的相关性再次显现

Bitwise 欧洲研究主管 Andre Dragosch 表示,在唐纳德·特朗普当选后,比特币和标准普尔 500 指数开始出现分歧,但这两种资产类别最近开始更加同步变动。比特币和标准普尔 500 指数再次开始紧密相关,在最近的 20 天移动平均线上,它们的相关性达到 0.88(0 表示无相关性,1 表示绝对相关性)。 Dragosch 总结道:“虽然链上因素至少在 202...

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2025-01-07 22:46:48
Bitwise analyst: Bitcoin illiquid supply hits record high, accounting for nearly 75%

André Dragosch, head of European research at Bitwise, said in a post: "The illiquid supply of bitcoin has reached an all-time high, while exchange balances have reached a multi-year low. Nearly 75% of the supply is considered illiquid, with less than 14% remaining on exchanges. This means that supply scarcity in Bitcoin continues to increase. "

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2024-12-02 08:10:46
Bitwise分析师:比特币非流动性供应创历史新高,占比近75%

Bitwise 欧洲研究主管 André Dragosch 于 X 发文表示:“比特币的非流动性供应量创下历史新高,而交易所余额则创下多年来的新低。 近 75%的供应量被视为‘非流动性(illiquid)’,而交易所中剩余的供应量占比不到 14%。这意味着比特币的供应稀缺性继续加剧。”

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2024-12-02 08:10:46
The number of bitcoin whale addresses has reached its highest level since January 2021

André Dragosch, head of European research at Bitwise, posted on social media that according to Glassnode data, the total number of bitcoin whale addresses has just reached its highest level since January 2021, with 1,678 addresses currently automatically labeled as whales (holding more than 1,000 BTC).

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2024-10-23 12:01:36
比特币巨鲸地址数量创下 2021 年 1 月以来最高水平

Bitwise 欧洲研究主管 André Dragosch 在社交媒体上发文称,据 Glassnode 数据显示,比特币巨鲸地址的总数刚刚达到 2021 年 1 月以来的最高水平,目前有 1,678 个地址被自动标记为巨鲸(持币大于 1000 枚 BTC)。

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2024-10-23 12:01:36
Bitwise Analyst: Expectations of further interest rate cuts from the Federal Reserve have intensified, which is positive for crypto assets

André Dragosch, head of European research at Bitwise, said: "If the Federal Reserve cuts rates by 50 basis points, the crypto market reaction could be positive, as this particular leading indicator already indicates that underlying economic momentum even picked up in September, and I think the market will be driven more by expectations of rate cuts than by the rate cuts themselves in the coming months. Expectations of further rate cuts are likely to intensify due to the weakness of the US econo...

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2024-09-16 15:28:42
Bitwise分析师:美联储进一步降息预期加剧,对加密资产净利好

Bitwise 欧洲研究主管 André Dragosch 表示:“如果美联储降息 50 个基点,加密市场反应可能会是积极的,因为这一特定的领先指标已经表明,9 月份潜在的经济势头甚至有所加速,我认为,未来几个月市场将更多地受到降息预期而非降息本身的驱动。由于美国经济疲软和即将到来的衰退,进一步降息的预期可能会加剧,我们预计这将对比特币和加密资产产生净利好。”

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2024-09-16 15:28:42
Bitwise researcher: BTC's supply shortage is more severe than most people think

André Dragosch, head of European research at Bitwise, posted on social media that corporate purchases alone have absorbed almost all the newly mined bitcoin supply. Currently, the newly mined bitcoin supply is about 164,000 BTC per year. What's more, this does not include the purchase demand of other key buyers, such as ETFs, governments, trading platforms, and DeFi. The supply shortage of BTC is more serious than most people realize.

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2024-09-06 06:06:04
Bitwise研究员:BTC的供应短缺情况比大多数人想象的更为严重

Bitwise欧洲研究主管André Dragosch在社交媒体上发文表示,仅仅是企业的购买行为就几乎已经吸收了所有新挖出的比特币供应量。目前,每年新挖出的比特币供应量大约为16.4万个BTC。更重要的是,这还没有包括其他关键买家的购买需求,例如ETF、政府、交易平台以及DeFi。BTC的供应短缺情况比大多数人意识到的更为严重。

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2024-09-06 06:06:04