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分析:GBTC流出放缓表明结构性需求持续,比特币10月有望创新高

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2024-08-26 03:49:04
投资咨询公司 ByteTree 创始人 Charlie Morris 于 X 发文表示,灰度 GBTC 持有的比特币数量已经从大约 63 万枚下降到 23 万枚。这是该生态系统中最大的“泄漏源”,较 2019 年下降了 64%。这是一种拖累,但资本外流应该会从现在开始放缓。
全球比特币 ETF 的净流量再次转为正值,这意味着需求已经吸收了 GBTC 销售。结构性需求将继续出现,随着 GBTC 流出放缓,净流量将很快回升。10 月(比特币最强劲的月份)有望创下新高。
ETF 净流量是比特币价格的关键决定因素。一个实质性的上涨即将到来,其表示看涨。
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