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[虚拟币交流]
比特币8月表现远不及传统资产 多国ZF可能抛售库存(转)
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比特币8月表现远不及传统资产 多国ZF可能抛售库存
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8月接近尾声,比特币8月表现落后于传统资产,因流动性下降,且市场持续担心多国ZF可能抛售比特币库存。- r& ?5 x) [/ b5 P4 C
* H6 Z8 Y# P+ [研究公司Kaiko在一份报告中写道,可能进行此番处置的包括美国、天朝、英国和乌克兰,从倒闭的Mt. Gox数字资产交易所
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获得代币的债权人亦是如此。分析显示,总体的比特币供应量可能达到330亿美元。
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Kaiko估计,美国ZF持有约203220枚比特币,其次是天朝的190000枚,英国的61200枚,和乌克兰的46350枚。各国ZF在
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* P, p8 v: p& S6 f/ m; V% j刑事案件中没收加密货币,而乌克兰据信则是收到加密货币形式的捐款。与此同时,Kaiko指出,Mt. Gox还有大约46170个代! q% Z2 ^/ U2 w( g& F% o
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币待分配。* _; O3 S4 }2 H3 U& B6 I
) B1 a0 f" r4 r. j9 o# e“供应过剩在整个夏季一直是加密货币市场的一个话题,”Kaiko分析师Adam Morgan McCarthy和Dessislava Aubert表示。他们! \9 `# i8 r# }2 r" A
7 b2 x9 Q+ P1 I2 T( j; N o6 @! S补充说,“有几个重要的持有者可能成为未来几个月潜在的抛售压力来源”。
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( x; U3 Z# V) D5 W: ^0 l* ]流动性减弱
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除了担心大量卖压之外,比特币市场流动性稀薄,可能会加剧大宗交易引发的价格波动。8月迄今,比特币在此背景下下跌了大: p2 J) I6 J8 l! x' e
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约8%,而全球股票和债券指数则上涨了大约2%。
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“比特币现货市场交易量仍然低迷,导致近期价格走势震荡,”Fundstrat Global Advisors LLC的数字资产策略主管Sean Farrell在4 F7 o! x2 X! `2 y4 U7 m1 G( {& p
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报告中写道。他补充说,季节性趋势表明,市场活动通常会在美国劳动节假期后回升。
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