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加密貨幣市場正在回暖,作為主要貨幣的比特幣 (BTC) 目前每週上漲 10%。位居第二的以太幣 (ETH) 也對 7 天內上漲 10% 感到高興。有什麼區別?
The crypto markets are showing signs of life, with Bitcoin (BTC) leading the way up by 10% over the past week. Number two, Ethereum (ETH), is also not complaining, having risen by 10% over 7 days. But there are differences.
加密貨幣市場正在顯示出生命力的跡象,其中比特幣(BTC)在過去一周領漲 10%。位居第二的以太幣 (ETH) 也沒有抱怨,在 7 天內上漲了 10%。但也存在差異。
At a good $67,000, Bitcoin (BTC) has now reached price levels last seen in the boom year of 2021. Its little brother Ethereum (ETH) is also feeling the upswing, but is struggling to break the striking mark of $3,000. The 2021 highs for Ethereum of over $4,000 are still a long way off for ETH. But what are the prospects for Bitcoin and Ethereum, where are the risks?
比特幣 (BTC) 目前價格高達 67,000 美元,已達到 2021 年繁榮年中的最後一次價格水平。 它的弟弟以太坊 (ETH) 也感受到了上漲,但正在努力突破 3,000 美元的驚人大關。對於 ETH 來說,2021 年以太坊價格超過 4,000 美元的高點還有很長的路要走。但比特幣和以太坊的前景如何,風險又在哪裡?
Crypto celebrity Arthur Hayes focuses entirely on Bitcoin in his current forecast
加密名人 Arthur Hayes 在他當前的預測中完全專注於比特幣
The co-founder of the crypto exchange BitMEX sees monetary and global politics as a decisive factor for the future. “We know that war has an inflationary effect,” writes Hayes, “the US government will have to borrow money to sell bombs to Israel.”
加密貨幣交易所 BitMEX 的共同創辦人將貨幣和全球政治視為未來的決定性因素。海耶斯寫道:“我們知道戰爭會造成通貨膨脹,美國政府將不得不借錢向以色列出售炸彈。”
From this he concludes “that Bitcoin will increase greatly, in fiat terms, as the war intensifies.” In this situation, Hayes once again sees Bitcoin as a store of value (“digital gold”). In times of crisis such as the Iranian Revolution of 1979, gold and comparable rare assets have proven themselves to be a good way to deal with inflation. Hayes only mentions Ethereum indirectly in his US-centric analysis.
由此他得出的結論是:“隨著戰爭的加劇,以法定貨幣計算,比特幣將會大幅上漲。”在這種情況下,海耶斯再次將比特幣視為一種價值儲存手段(「數位黃金」)。在 1979 年伊朗革命等危機時期,黃金和類似的稀有資產已被證明是應對通貨膨脹的好方法。海耶斯在他以美國為中心的分析中僅間接提到了以太坊。
When it comes to ETH, experts are focusing on derivatives. Ethereum futures are currently attracting very high funding rates of over 0.01 percent, as data from Coinglass shows. This also increases the risk that sudden price fluctuations in Ethereum will lead to the liquidation of positions worth millions in ETH futures and domino effects will set in, some traders believe. They recall August 2023, for example, when a similar situation suddenly sent the Ethereum price curve plummeting. However, Bitcoin has also had to contend with such dynamics in the past.
談到 ETH,專家們將注意力集中在衍生性商品上。 Coinglass 的數據顯示,以太坊期貨目前吸引了超過 0.01% 的極高融資利率。一些交易員認為,這也增加了以太坊價格突然波動導致價值數百萬美元的以太坊期貨頭寸被清算以及多米諾骨牌效應產生的風險。例如,他們記得 2023 年 8 月,類似的情況突然導致以太幣價格曲線暴跌。然而,比特幣過去也不得不應對這種動態。
Bitcoin ETFs a success story – Ethereum ETFs consolidate
比特幣 ETF 的成功故事—以太坊 ETF 整合
It is undisputed that the crypto ETFs that were only approved this year in the USA reflect trends. Here, too, there are clear differences. According to SoSo data, the Bitcoin ETFs that have been trading for ten months have now led to a good $20 billion in capital inflows for BTC and are showing great strength this week with an average of around $400 million in deposits per day.
毫無疑問,今年才在美國核准的加密貨幣 ETF 反映了趨勢。這方面也存在明顯的差異。根據 SoSo 的數據,已經交易了 10 個月的比特幣 ETF 目前已經為 BTC 帶來了 200 億美元的資金流入,並且本週表現出強勁的勢頭,平均每天的存款量約為 4 億美元。
The Ethereum ETFs, on the other hand, have only been listed on the US stock exchanges since July and SoSo has counted a total of around $500 million in capital outflows since then. This is mainly due to Grayscale’s Ethereum ETF, which was previously a closed-end fund and only now allows profits to be realized easily.
另一方面,以太坊 ETF 自 7 月以來才在美國證券交易所上市,SoSo 統計自那時以來,資本外流總額約為 5 億美元。這主要得益於灰階的以太坊ETF,此前該ETF是封閉式基金,現在才可以輕鬆實現獲利。
But the signal from the Ethereum ETFs is still influenced by this for the time being. For the Bitcoin ETFs, it took months to digest the capital outflows from the Graserale BTC ETF of around $20 billion.
但以太坊ETF的訊號暫時仍受此影響。對於比特幣 ETF 而言,Graserale BTC ETF 花了數月時間消化了約 200 億美元的資本外流。
Conclusion: Bitcoin currently lags behind Ethereum in terms of performance
結論:比特幣目前在性能方面落後於以太坊
Bitcoin is consolidating its position as the leading crypto currency, and in the US election campaign, candidate Donald Trump is praising BTC and seeing it as a symbol of innovative financial policy.
比特幣正在鞏固其作為領先加密貨幣的地位,在美國競選中,候選人唐納德·川普稱讚比特幣,並將其視為創新金融政策的象徵。
Ethereum lacks such an extra kick. Where ETH’s strengths lie, such as decentralized finance (DeFi), cannot be communicated as clearly as Bitcoin’s “inflation protection”. Ethereum has not yet been able to boast of model investors such as MicroStrategy with its Bitcoin strategy. In the short and medium term, Bitcoin is therefore likely to determine the trends on the crypto markets, while Ethereum is still looking for its momentum.
以太坊缺乏這樣的額外動力。 ETH 的優勢所在,例如去中心化金融(DeFi),無法像比特幣的「通膨保護」那樣清晰地傳達出來。以太坊還沒有能夠像 MicroStrategy 一樣擁有比特幣策略的模範投資者。因此,從短期和中期來看,比特幣很可能決定加密貨幣市場的趨勢,以太坊仍在尋找其動力。
(Featured image by Jonathan Borba via Pexels)
(精選圖片由 Jonathan Borba 透過 Pexels 提供)
The post Bitcoin vs. Ethereum: Where are the differences in the crypto market recovery? appeared first on Born2Invest.
比特幣與以太幣後:加密貨幣市場復甦的差異在哪裡?首先出現在 Born2Invest 上。
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