股市疲软可能抑制比特币需求,此前比特币ETF创一个月最大净流入
Equity weakness could damp demand for bitcoin after biggest ETF inflows in a month
Bitcoin has fallen about 1.1% in the past 24 hours, and the spot U.S. Bitcoin ETF saw a net inflow of about $527 million on Monday, the largest in a month. BlackRock IBIT attracted US$665 million in a single day, the largest single-day inflow in more than a year, while Fidelity and Grayscale experienced net outflows. QCP Capital analysts believe that further weakness in U.S. stocks may be transmitted to the crypto market, and if it continues, it may threaten the $80,000 support level; the Ethereum ETF had a net outflow of $103 million on the same day, the fourth consecutive day of outflows.
The disturbance of the stock market correction contrasts with the strong net inflows of Bitcoin ETFs. Funds are concentrated in Bitcoin while Ethereum continues to outflow, indicating that the internal demand in the crypto market is not fully expanding. This differentiation suggests that risk appetite may become fragile. If U.S. stocks weaken further, the alternative demand for traditional safe-haven assets such as gold deserves attention. Traders need to pay attention to changes in the correlation between gold and Bitcoin under the transmission of macro risks.
原文将股市回调、比特币ETF资金流向和宏观通胀压力并置,凸显需求集中于比特币而非整个加密市场。
来源:CoinDesk · coindesk.com