Bitcoin rose by 12% this week, and related exchange-traded fund (ETF) inflows surged, but Markus Thielen, head of research at 10x Research, found that the stablecoin minting indicator has not yet returned to active levels, so he remains cautious about the sustainability of the current bitcoin rally. Stablecoin inflows tend to be closely related to stickier funds, and the increase in futures leverage may simply mean that fast traders are taking advantage of the opportunity of a rapid rise. Based ...
比特币本周上涨12%,相关交易所交易基金 (ETF) 流入激增,但10x Research研究主管Markus Thielen发现稳定币铸造指标尚未恢复到活跃水平,因此对当前比特币涨势的可持续性仍持谨慎态度,稳定币的流入往往与粘性更强的资金密切相关,而期货杠杆的增加可能仅仅意味着快速交易者正在利用快速上涨的机会,基于分析认为,95,000美元价格水平是当前比特币的关键阻力位,也...
According to OnchainLens, Alameda Research once again deposited 9 million USDT to Binance via Wintermute OTC. Over the past four days, it has transferred a total of 18.50 million USDT to Binance and Coinbase.
据OnchainLens监测,Alameda Research再次通过Wintermute OTC向Binance存入了900万枚USDT。在过去4天内,其已向Binance和Coinbase转入总计1850万枚USDT。
Binance Research forecasts that the supply of US Treasury bonds will exceed $31 trillion in 2025, accounting for 109% of GDP and 144% of M2. The record scale will put huge financing pressure on the market. Falling foreign demand or selling could push up yields and affect risky assets such as cryptocurrencies. If the government adopts debt monetization, it may be positive for cryptocurrencies. Pay close attention to the macro impact and policy response.
Binance Research 预测, 2025年美国国债供应量将超31万亿美元,占GDP的109%及M2的144%,创纪录规模将对市场造成巨大融资压力。外国需求下降或抛售可能推高收益率,影响加密货币等风险资产。若政府采取债务货币化,可能利好加密货币。需密切关注宏观影响及政策反应。
According to Onchain Lens, in the past 10 hours, Alameda Research deposited 9.50 million USDT into Wintermute over the counter, which is likely to be transferred to Binance and Coinbase. In addition, they also sent 129,871 USDT to a wallet that may have belonged to B2C2.
据Onchain Lens监测,在过去10小时内,Alameda Research向Wintermute场外交易存入950万枚USDT,很可能将其转至币安和Coinbase。 此外,他们还向一个可能属于B2C2的钱包发送了129,871枚USDT。
Trump's tariff policy has repeatedly pushed up risk aversion again. Gold has broken through the $3,300 mark. Where is the target? Gao Yang, a researcher at Jin Ten, is live analyzing, click to enter the live stream.
Markus Thielen, head of research at 10x Research, said it may be too early for bitcoin holders to start bullish on the long-term impact of a potential recession on bitcoin prices. Thielen said in a market note on April 11 that credit spreads continue to widen, indicating that "recession fears may be reaching deep into the economy." He said: "It's too long to expect bullish impulses...
10x Research公司研究主管马库斯-蒂伦(Markus Thielen)表示,比特币持有者现在就开始看好潜在经济衰退对比特币价格的长期影响可能还为时过早。Thielen在4月11日的一份市场报告中说,信贷利差继续扩大,表明 “经济衰退的担忧可能正在深入经济”。“他说:”期待出现看涨冲动还为时过...
On April 10, according to OKG Research analysis, as of the latest data of the US Treasury (April 8), the balance of TGA (general account of the Ministry of Finance) fell from 405.786 billion US dollars at the beginning of the month to 309.989 billion US dollars, and the cumulative release of liquidity 95.79 billion US dollars. The rate of release is 3.18 times that of the same period in March. This line...
4月10日消息,据OKG Research分析,截止美国财政部最新数据(4月8日),TGA(财政部一般账户)余额从月初的4057.86亿美元下滑至3099.89亿美元,累计释放流动性957.9亿美元,放水速度是3月同期的3.18倍。这一行...
10x Research发文表示,尽管美联储态度偏向鸽派,但比特币市场短期内仍可能面临上行阻力。研究机构指出,只要比特币价格保持在90,000-92,000美元阻力区间以下,整体市场可能继续处于盘整阶段。 美联储下调了增长预期并略微减缓了资产负债表缩减(QT)步伐,美联储主席Powell强调近期通...
10x Research在X平台发文表示,根据多项指标显示,比特币目前正处于小熊市,90,000美元是一个关键的中枢水平。最近的走势是短期的逆势反弹,提供了一个在这一更广泛的盘整阶段利用并获取收益的机会。