分析师:比特币盈亏供应量逼近「真实熊市」水平

BlockBeatNews
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BlockBeats 消息,4 月 3 日,据 CryptoQuant 分析师 Darkfost 表示,目前比特币盈利供应量约为 1120 万枚,亏损供应量约为 820 万枚,已接近熊市典型水平。对比 2022 年熊市最低点时,盈利供应量为 900 万枚,亏损供应量则达约 1060 万枚。分析师认为,这表明市场正进入显著低估状态,底部可能临近。

但 Bitrue 交易平台研究主管 Andri Fauzan Adziima 认为,数据反映的是「市场压力上升而非立即低估」,真正底部需出现更深度亏损(如 2022 年亏损供应超 50%、盈利供应低于 45%)。当前比特币较历史高点下跌约 52%,远低于以往熊市的 77%-84% 跌幅。

此外,分析师 Timothy Peterson 指出,美元走强(美元指数两月涨约 5%)和人民币疲软限制了比特币反弹,预计美元吸引力要到 2026 下半年或 2027 年才可能减弱。

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