Wintermute:现货需求疲软下比特币涨势脆弱,短期或面临反转

ChainCatcher 消息,据 Cryptopolitan 报道,Wintermute 发布的市场报告指出,比特币突破 80,000 美元主要由永续期货市场的空头挤压驱动,而非现货需求推动。过去一个月比特币期货未平仓合约增加约 100 亿美元至 580 亿美元,但现货交易量降至两年低点。当比特币突破 70,000 美元时,大量空头被强制平仓,引发买入潮推高价格。Wintermute 警告,缺乏现货需求支撑的涨势脆弱,市场可能面临急剧反转。
长期来看,现货 ETF 近期净流入 6.23 亿美元,交易所比特币存量降至七年低点,但这些因素不足以抵消短期风险。美国 CPI 数据高于预期、美联储主席提名的不确定性也可能加剧市场压力。Wintermute 表示 85,000 美元仍有可能达到,但当前价位买入的风险回报比不佳。
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