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[虚拟币交流]
比特币一度冲破3万美元!现货ETF、触底的波动率唤醒上涨攻势?(转载)
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比特币(BTC)在7月中旬上冲至31,800美元高点,创下去年5月以来的新高后,就开始不
" S' v1 F" n! w6 S断阴跌,甚至多次跌破2.8万美元。
9 D J" V4 U$ v* o2 y' m8 \但昨日开始,比特币价格似乎又再次扭转颓势,突破盘整区间从29,000美元附近一举上攻,一度在今晨站上, }& Y! D$ X" m2 {7 j3 {8 U
30,000美元大关,截稿前略有下滑暂报29,862美元。
) w: ]: r9 J' x7 i, z/ l波动率历史低点,爆发到来?! e+ u5 z+ H0 I2 X' @8 J6 m
近期,研究机构K33 Research发布一份最新比特币研报,指出比特币当前5日波动率已低于传统证券、甚至是黄
7 r( O2 t; Q; t金,K33分析师认为比特币正处于「火山爆发」前夕。(历史中同样情况时,上涨的机率比下跌高一些)
0 h- q% E' }2 ?4 h# d& L( _' Z从Coinglass数据可以看到,近期比特币价格的波动率大概落在1.3%左右,这个水平是自从2020年牛市启动前的3 G/ q% H3 x3 C
低点。
- m1 Z, x& J- T0 f5 K% N全球经济将迈入升息周期尾声% j# M1 V6 q0 ]( o, g8 x
另一方面,上周五(4)美国劳工部公布了非农就业报告,非农就业的增加人数创下了2020年12月以来最低纪录,突3 r9 d- H, L. r* N
显了经济降温的迹象,并预计将缓解联准会在下次会议上升息的压力。
- Q! i8 p" V: x) a7 n8 X9 s目前芝商所的FedWatch数据也显示,市场预测联准会在下次利率会议上维持在现行利率区间5.25%~5.50%的机' r. h1 c _& d0 h, c4 R
率高达86.5%,本波升息循环可以将正式结束。
& A, K9 J6 Z4 A# e3 t S0 r g0 h美国多间银行也对外表示全球升息周期有可能落幕,据财富周五报导,亚特兰大联邦准备银行行长Raphael
1 L! S# I; w; }& y, V, sBostic公开表明他认为没有必要进一步加息。
3 a; A) Z7 T0 w$ H“我预计经济将以相当有序的方式放缓,而7月份的非农就业数据-18.7万人的增幅-将继续这一步伐,我预计这种
+ W. H1 i8 u5 k. |: r情况不会在短时间内结束。”! k' F4 }9 M2 f1 N" R- E; J
纽约联准银行总裁威廉斯(John Williams)也在近期接受纽约时报专访指出,未来的通膨如果如外界预期般持续下# d3 C! q' P$ `4 z- V
降,他认为联准会(Fed)不排除明年甚至可能开始降息,但一切有待更多数据公布。- q J1 ], M2 a" }
比特币ETF即将通过?
/ L: {. z0 ]% A5 u, C3 Z: I% b另外一个可能会大举推动比特币上涨的原因还有一个,由多家华尔街巨头推动的比特币现货ETF。据Bloomberg
9 x; _6 p3 Q# K2 P! C4 Z资深ETF分析师Eric Balchunas昨晚最新贴文,他表示:Galaxy执行长Mike Novogratz在今早的财报电话会议上
+ p" Y0 ^2 O8 Z% s9 g表示,据贝莱德和景顺投信内部的联系人透露,比特币现货ETF的批准可能会在四到六个月内,而不是「是否」的
8 ]0 W. @; y7 _2 _4 m问题。8 t# S" H7 p# q& j
似乎有很大的自信判断市场即将迎来现货ETF。
/ e* I* o& Z$ T' [6 G5 E6 t) A$ K3 f+ g- A- `
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