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今天比特币回落至9万美元上方震荡。当日链上数据显示,持币1–3 月地址向交易所转入量明显上升,而 持币1 以上地址几乎没有转账变化。卖出主要来自去年12月—1 月初入场的资金,并非长期筹码松动。
同一天,美国比特币现货 ETF 仍维持净流入,但增量明显放缓。ETF资金并未在盘中推升价格,而是以收盘结算方式完成配置,导致ETF在买、现货在跌 的节奏错位。
衍生品市场中,新增期权仓位集中在3月以后到期合约,近月合约变化不大,说明专业资金当日并未押注短期反弹,而是接受价格在区间内继续消耗时间。
当日价格在9.7万美元附近多次受阻,该区间对应前期成交密集带,再次确认为有效抛压位。
#BTC