比特币周涨23%创2023年以来最佳表现
Bitcoin Has Its Best Week Since 2023 as Shortsellers Continue To Get Wiped Out
本周比特币出现显著的结构性行情与资金面共振:ETF大额净流入叠加百亿美元级空头清算,且背后有明确的宏观政策(美债回购)驱动。建议关注流动性拐点下的资产轮动节奏及后续立法进展。
Bitcoin Magazine
比特币杂志
Bitcoin Has Its Best Week Since 2023 as Shortsellers Continue To Get Wiped Out
比特币迎来2023年以来最佳一周,空头持续被清算出局
Bitcoin continued its rise on Friday, having its best week since 2023 as over $1 billion in shortsellers’ positions got ruined and exchange-traded funds received billions in new cash.
周五,比特币延续了涨势,迎来了自2023年以来的最佳一周表现。在此期间,超过10亿美元的空头头寸被清算,同时交易所交易基金(ETF)获得了数十亿美元的新增资金。
The leading cryptocurrency on Friday was recently trading 23% higher over a seven-day period after flying past $77,542. It earlier in the day reached as high as $79,319.
这家领先的加密货币在过去七天内涨幅高达23%,此前曾突破77,542美元。当天早些时候,其价格最高触及79,319美元。
Bitcoin’s rise comes after the American investors fast piled into exchange-traded funds, with the vehicles so far this week taking in over $1.6 billion, according to Farside Investors data.
比特币的上涨发生在美国投资者迅速涌入交易所交易基金之后。根据Farside Investors的数据,本周这些基金已吸纳超过16亿美元的资金。
CNBC analysts said that the coin’s rise is its best performance since 2023 and was triggered by the Treasury Department’s Wednesday announcement to at least double the size of its long-dated bond buybacks.
CNBC分析师表示,该币种的上涨是其自2023年以来的最佳表现,由美国财政部周三宣布至少将长期债券回购规模翻倍所触发。
The announcement has helped send yields down lower, while assets like bitcoin and gold have shot up. The dollar is trading at a three-month low and on track for its worst week of August.
这一公告有助于压低收益率,而比特币和黄金等资产则大幅飙升。美元指数交易于三个月低点,并有望创下8月最差周表现。
Why? Because lower long-term yields reduces the opportunity cost of holding non-yielding assets, and generally supports risk-on sentiment.
原因何在?因为长期收益率下降降低了持有无收益资产的机会成本,并普遍支撑了风险偏好情绪。
Those betting on the price of the cryptocurrency to fall also got hit hard: Data from Coinglass shows that over $1 billion in shorts positions were closed.
押注该加密货币价格下跌的人也遭受重创:Coinglass的数据显示,超过10亿美元的空头头寸被平仓。
In a note Friday, Standard Chartered’s Global Head of Digital Assets Research, Geoffrey Kendrick, said that Thursday was the largest liquidation of Bitcoin shorts ever when $1.1 billion in bets were closed.
渣打银行全球数字资产研究主管Geoffrey Kendrick在周五的一份报告中表示,周四发生了历史上规模最大的比特币空头清算事件,当时有11亿美元的对赌头寸被平仓。
Bitcoin’s volatility had dropped significantly over June and July and had mostly been trading below $65,000.
比特币的波动率在6月和7月大幅下降,大部分时间交易价格在65,000美元以下。
Investors have this week frantically bought shares of Bitcoin ETFs, with the funds on Thursday receiving $606.3 million — one of their biggest trading days this year.
投资者本周疯狂买入比特币ETF份额,周四这些基金获得了6.063亿美元的资金流入——这是今年交易量最大的交易日之一。
Positive regulatory news coming out of the White House is also helping: President Donald Trump held a meeting with crypto executives earlier in the week, and urged lawmakers to get the Clarity Act over the line.
来自白宫的积极监管新闻也在发挥作用:本周早些时候,总统唐纳德·特朗普与加密行业高管举行会议,并敦促立法者推动《清晰度法案》(Clarity Act)通过。
A vote will go ahead on the long-awaited crypto legislation, which the digital asset industry has long called for, in September.
备受期待的加密立法将在9月进行投票,该法案是数字资产行业长期以来一直呼吁的。
This post Bitcoin Has Its Best Week Since 2023 as Shortsellers Continue To Get Wiped Out first appeared on Bitcoin Magazine and is written by Mathew Di Salvo.
本文《比特币迎来2023年以来最佳一周,空头持续被清算出局》首发于Bitcoin Magazine,由Mathew Di Salvo撰写。
更进一步:量化金融体系
看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力