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EricSJ
EricSJ
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单周的比特币现货ETF数据完整出来了 不出所料果然是今年最大的单周净流入 这波行情有一个数据背后的逻辑值得关注 这次 $BTC 单周价格涨幅为过去两年半最大涨幅,但流入量暂时没有超过今年以前的几个峰值,只能算是正常量 价格的变动本质是:买盘力量vs卖盘力量 这波不是因为买盘突然超级强,而是卖方意愿降到冰点了,只需要一点推动力就跟点燃了导线一样上去了 所以现在是资金流入+供应收缩,共同决定价格 从最近两日的ETF流入量看,21日比前一日少了近50%(这个变化有可能只是个噪音) 后续如果ETF流入持续放缓,价格还依然保持强势 那么反而能够进一步验证一个观点:在8万美元附近,持币者的供应意愿依然没有明显增加 这种情况会加剧波动的幅度,因为当市场进入低供应状态后,价格对边际资金的敏感度会明显提升 少量新增买盘可能推动更大幅度上涨,反之也一样
EricSJ
EricSJ
There are two relatively optimistic data points in this round of rally: Both $BTC and $ETH spot ETFs have recorded their highest weekly net inflows in nearly half a year and the second highest since the beginning of this year. (And this statistical data is incomplete, only three days of this week have been counted) If the undisclosed remaining two days of data are included, it is highly likely to be the largest single-week net inflow this year. From the weekly K-line perspective, the last time BTC had a single-week increase of over 20% was in February 2024. In other words, this rally also marks the largest single-week increase in nearly two and a half years (not a hater).

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