Wintermute: From a 12-18 month outlook, BTC's current price is quite attractive

CoinNetwork
BTC-1,05%

Crypto界消息,Wintermute发表声明称,宏观因素目前主导一切,但上周加密货币表现出韧性,而股票、债券甚至黄金都在下跌。过去几个季度,加密货币与股票之间的高度相关性开始出现裂痕。最可能的解释是:边际卖家已经不多了。加密货币市场的杠杆规模约为600亿美元,大约是峰值水平的一半。相比之下,黄金的投机性持仓已经大幅增加。当所有资产都在下跌时,加密货币需要吸收的被迫抛售压力要小得多。这验证了市场各方传来的信息。从12到18个月的周期来看,当前价格颇具吸引力,尽管BTC买家愿意入场的区间从当前价位一直延伸到5万美元低位。市场仍有进一步下探的空间,但去杠杆化的大部分阶段似乎已经过去。目前,加密货币正在守住阵地,并缩小与其他风险资产之间的表现差距。一旦交易量回升,这种态势能否持续尚待观察。下周的FOMC(联邦公开市场委员会)会议是近期的催化剂。

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