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币圈大血洗 ,比特币6月价值缩水38%, 现在能进场了吗?
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截至周四(30 日) 下午,比特币结束有史以来最糟糕的一个月,单月价值缩水38%;市值全球第二大的加密货币以太币同期下跌约47%,所有投资人都在问,现在能进场了吗?
尽管数字资产领域走疲,是广泛规避风险资产的部分反应,但尤其最近几周大型企业面临偿付能力危机,投资者对加密市场的信心受到更大打击。
稳定币UST 及其关联货币Luna 在今年5 月10 日前后突然与美元脱钩,维系价值稳定的机制失灵,市值暴跌,合计亏损600 亿美元。接着6 月,允诺提供加密货币存款高收益的Celsius 以「由于市场出现极端状况」为由,突然暂停客户提款。
另外,知名加密货币对冲基金三箭资本周一爆发6.7 亿美元债务违约,遭法院清算。周四,传三箭资本计划以2500 万美元买下加密货币放款商BlockFi,而此价码较BlockFi 上一回私人估值低了99%,意味实际上清光该公司股权投资者。
此间,加密货币交易所Coinbase (COIN-US) 6 月宣布计划裁员18%,而该公司股价单就6 月便下跌约40%,且连续第四个月收低。
Bitwise 资产管理公司投资长Matt Hougan 认为,「我们仍在等待加密货币一个领域,看是否另一支鞋会掉落、另一个实体是否会倒闭。我认为必须要撑过7 月4 日的周末,在我们为下半年建设之前,得先度过市场的平静期。」
某个程度上,极端的波动是在数字资产市场上打滚的代价,过去10 年中比特币经历两次长期价格低迷,上一个加密货币寒冬在2018 年,当时比特币损失80% 以上市值,最终一路攀升至2021 年11 月约莫6.9 万美元的高峰。
然而,美银周三发出悲观基调。分析师指出,美国消费者对加密市场更加警惕。内部顾客数据显示,活跃的加密用户数量从2021 年11 月超过100 万的峰值下降,到5 月已不到50 万,降幅50% 以上。
6 月份的跌幅是该加密货币自2010 年首次挂牌交易所以来最严重的一次。短短几个月内,加密货币市场就蒸发2 兆美元,令大把押注加密货币项目的散户遭遇大难。
虽然相比21 兆美元经济产值或43 兆美元的房市,美国加密市场的规模不大,但根据高盛数据,美国家庭掌握全球1/3 加密市场。Pew Research Center 调查也显示,16% 美国成年人表示曾投资过、交易过或使用过加密货币。
许多比特币爱好者仍期待再次复苏,目前正积极买进,因为他们预期现在的价位将是创纪录的低点。MicroStrategy 执行长Michael Saylor 周三发表推文,称公司以约莫1000 万美元追加抢下480 枚比特币,令该公司整体持有的比特币价值达到40 亿美元。
Hougan 表示,如果投资者对比特币的投资时间框架在一周、一个月或什至一个季度,那其中波动性仍相当剧烈,「倘若放长远来看,以数年来衡量的话,那么现在是切入市场很棒的买点。」
来源:金色财经 |
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