6.8 Markets 比特币回调加剧，交易所流入创新高，亏损持续。分析师称新牛市需万亿机构资金，单靠散户ETF已难推动价格。
最新报告显示，比特币当前的市场回调比以往更为严重，交易所流入量高达12.2万枚BTC，较2月抛售期间高出约50%。与此同时，SOPR指标持续低于1.0，反映出市场处于持续的已实现亏损状态。 分析师指出，若要开启新一轮抛物线式牛市，比特币需要数万亿美元的机构资金流入，因为当前资本效率已逐步下降。早期周期中，较小的资金流入即可推动价格大幅上涨，而现在则需要更大规模的资金才能产生类似效果。 市场普遍认为，比特币必须从主要的散户ETF资产转变为核心宏观资产，只有更深层次的机构采纳，价格才有显著增长空间。若已实现市值突破1万亿美元，或将迎来新一轮牛市，但持续高位的交易所流入可能维持供应压力和负面情绪。与黄金27万亿美元市值相比，比特币仍有巨大增长潜力。
Bitcoin Needs Trillions in New Capital as AI Attracts Institutional Investment
To fuel a new bull run, Bitcoin will need to attract more than $1 trillion.
CryptoQuant CEO: Bitcoin Still Has Another Parabolic Cycle Ahead
CryptoQuant: Bitcoin's parabolic cycle is not over, but now it requires much more capital
CryptoQuant CEO Says Bitcoin Needs $1T Realized Capital For Another Parabolic Run
CryptoQuant Analyst Darkfost Says Bitcoin Net Supply Ratio Turns Negative, Triggering Buy Signal
Bitcoin Could Still Explode Higher, Says CryptoQuant CEO: Here’s Why
CryptoQuant Founder Reveals Final Puzzle Piece for Bitcoin to Have a Parabolic Bull Cycle
CryptoQuant’s CEO Reveals Development That Could Trigger a New Bull Move in Bitcoin! Here Are the Details
CryptoQuant CEO Says Bitcoin May Need Trillions in Net Inflows for Next Parabolic Bull Cycle
Analyst: Exchange Bitcoin Inflows 50% Higher Than February, SOPR Continues Below 1.0
