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目前的市場可以說正在經歷重大轉變,因為機構投資者當前的比特幣反彈從根本上看漲。
Institutions Steered Bitcoin’s Rally, But Altcoins Need Retail FOMO
機構引導比特幣上漲,但山寨幣需要散戶 FOMO
The market is experiencing a major shift as Bitcoin’s current rally is fundamentally bullish due to institutional investors.
市場正在經歷重大轉變,由於機構投資者的推動,比特幣當前的反彈從根本上看漲。
However, institutions tend to hold Bitcoin for the long term and are less likely to rotate their capital into altcoins (alts).
然而,機構傾向於長期持有比特幣,不太可能將其資本轉向山寨幣(alts)。
For alts to sustainably rebound, new capital must flow in through exchange trading activity, possibly triggered by FOMO among retail investors.
為了讓另類股持續反彈,新的資本必須透過交易所交易活動流入,這可能是由散戶投資者的 FOMO 引發的。
Bitcoin’s rally is largely driven by institutional demand, which differs from the retail-driven speculation cycles of the past.
比特幣的上漲很大程度上是由機構需求推動的,這與過去由散戶驅動的投機週期不同。
Currently, institutional investors and spot ETFs are mainly responsible for the capital flow into Bitcoin, thus influencing its price movements.
目前,機構投資者和現貨ETF主要負責資金流入比特幣,影響其價格走勢。
These investors typically operate outside traditional cryptocurrency exchanges and focus on long-term holdings rather than short-term trading.
這些投資者通常在傳統的加密貨幣交易所之外運營,專注於長期持有而不是短期交易。
As a result, they are less inclined to quickly rotate their capital into alts, especially given the recent market structure and institutional strategies.
因此,他們不太願意將資本快速轉向另類投資,特別是考慮到最近的市場結構和機構策略。
Ki Young Ju, the CEO of CryptoQuant, highlighted the importance of new capital flowing into altcoins for a sustainable recovery.
CryptoQuant 執行長 Ki Young Ju 強調了新資本流入山寨幣對於永續復甦的重要性。
According to Ki, the new capital must enter through exchange trading activity, potentially sparked by FOMO among retail investors.
Ki 表示,新資本必須透過交易所交易活動進入,這可能是由散戶投資者的 FOMO 引發的。
Although institutional investors can invest in major altcoins through ETFs or other products, minor altcoins cannot attract such funding.
儘管機構投資者可以透過 ETF 或其他產品投資主要山寨幣,但次要山寨幣無法吸引此類資金。
Without increased capital inflows from exchange users, altcoins will remain far from their previous market highs, limiting their participation in the broader crypto market rally.
如果交易所用戶的資本流入不增加,山寨幣將仍遠離先前的市場高點,從而限制它們參與更廣泛的加密貨幣市場上漲。
The total cryptocurrency market capitalization has also been affected by the recent market downturn, declining to $3.15 trillion.
加密貨幣總市值也受到近期市場低迷的影響,跌至3.15兆美元。
However, thanks to buyers’ sentiments, the market cap has been recovering and has reached $3.22 trillion.
然而,由於買家情緒高漲,市值一直在恢復,已達到 3.22 兆美元。
Despite Bitcoin’s surge, altcoins have not been able to maintain steady growth and often experience price corrections after Bitcoin rallies.
儘管比特幣價格飆升,但山寨幣卻未能保持穩定成長,並且經常在比特幣上漲後經歷價格調整。
Previously, alts were considered more profitable than Bitcoin during a bull run due to their lower trading volume and higher volatility.
此前,由於交易量較低且波動性較高,山寨幣在牛市期間被認為比比特幣更有利可圖。
However, with the introduction of a vast number of alts in the market, investors have been allocating their funds across multiple projects, spreading their capital among various tokens.
然而,隨著市場上大量替代品的引入,投資者已經將資金分配到多個項目,將資金分散到各種代幣中。
This has presented a challenge for altcoins, especially with the emergence of meme coins that are capturing the attention of retail investors and diverting liquidity from other altcoins.
這給山寨幣帶來了挑戰,特別是隨著迷因幣的出現,它們吸引了散戶投資者的注意力,並從其他山寨幣轉移了流動性。
In the past, leveraged trading was a key driver of activity in the altcoin market.
過去,槓桿交易是山寨幣市場活動的主要驅動力。
But now, retail traders are largely focused on high-risk, high-reward meme coins.
但現在,零售交易者主要關注高風險、高回報的迷因幣。
For alts to succeed in the current market, they must demonstrate strong fundamentals, clear use cases, and the ability to attract sustainable liquidity.
山寨幣要想在當前市場取得成功,就必須展現出強大的基本面、清晰的用例以及吸引永續流動性的能力。
Altcoins should no longer rely on Bitcoin and should instead prioritize developing unique value propositions.
山寨幣不應再依賴比特幣,而應優先考慮開發獨特的價值主張。
Unlike Bitcoin, which continues to benefit from institutional adoption, alts need innovative strategies to attract new capital and gain investor trust.
與繼續受益於機構採用的比特幣不同,山寨幣需要創新策略來吸引新資本並獲得投資者信任。
This could involve fostering strong developer ecosystems, forming strategic partnerships, and enhancing token utility within their platforms.
這可能涉及培育強大的開發者生態系統、形成策略合作夥伴關係以及增強平台內的代幣效用。
Bitcoin’s recent pullback provided a brief opportunity for alts to catch up as investors explored more profitable alternatives.
隨著投資者探索更有利可圖的替代方案,比特幣最近的回調為另類貨幣提供了一個短暫的迎頭趕上的機會。
However, industry experts remain skeptical about a large-scale altcoin rally, especially with Bitcoin’s dominance in institutional portfolios.
然而,行業專家仍然對大規模山寨幣反彈持懷疑態度,尤其是考慮到比特幣在機構投資組合中佔據主導地位。
Additionally, James Butterfill, head of research at CoinShares, expressed doubt about altcoins reaching their 2021 highs again, especially if there are regulatory shifts or government initiatives to adopt Bitcoin, such as the potential Trump administration’s proposal for a national Bitcoin reserve.
此外,CoinShares 研究主管 James Butterfill 對山寨幣再次達到 2021 年高點表示懷疑,特別是如果監管發生變化或政府採取比特幣舉措,例如川普政府可能提出建立國家比特幣儲備的提議。
In other news, Maya Parbho, a presidential candidate in Suriname, has announced plans to recognize Bitcoin as legal tender, further solidifying its role as the dominant cryptocurrency.
在其他消息方面,蘇利南總統候選人 Maya Parbho 宣布計劃承認比特幣為法定貨幣,進一步鞏固其作為主導加密貨幣的地位。
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