減半後比特幣飆升至 6.7 萬美元；對沖基金預測山寨幣將遭遇空頭擠壓

據對沖基金 QCP Capital 稱，比特幣在近期減半後已接近 67,000 美元，而山寨幣則因資金利率嚴重為負而準備迎接空頭擠壓。整個加密貨幣市場正在經歷廣泛的反彈，CoinDesk 市場指數幾乎所有組成的加密貨幣都出現了正回報。

Bitcoin Surges Towards $67k Post-Halving; Altcoins Poised for Short Squeeze, Hedge Fund Predicts

減半後比特幣飆升至 6.7 萬美元；對沖基金預測山寨幣將面臨空頭擠壓

Amidst heightened crypto market activity, Bitcoin (BTC) has embarked on a remarkable ascent, approaching the $67,000 mark. This rise follows the recent halving event, a significant milestone in the cryptocurrency's lifecycle that has historically ignited bullish price movements. As investor sentiment surges, altcoins and memecoins have emerged as potential catalysts for a short squeeze that could further buoy the market.

隨著加密貨幣市場活動的加劇，比特幣 (BTC) 開始大幅上漲，接近 67,000 美元大關。這次上漲是在最近的減半事件之後發生的，這是加密貨幣生命週期中的一個重要里程碑，歷史上曾引發看漲的價格走勢。隨著投資者情緒高漲，山寨幣和迷因幣已成為軋空的潛在催化劑，從而進一步提振市場。

Over the past 24 hours, Bitcoin has witnessed a surge of over 3%, propelling its value to $66,500. This impressive gain has been accompanied by a steady performance from Ethereum (ETH), which has held its ground near $3,200 with a modest 1.5% increase.

在過去的 24 小時內，比特幣的漲幅超過 3%，將其價值推至 66,500 美元。這一令人印象深刻的漲幅伴隨著以太坊 (ETH) 的穩定表現，以太坊以 1.5% 的小幅漲幅堅守在 3,200 美元附近。

The resurgence has extended beyond Bitcoin and Ethereum, permeating the broader crypto ecosystem. The CoinDesk Market Index (CMI), a comprehensive gauge of cryptocurrency performance, has witnessed an impressive uptick, with 163 out of 173 cryptos registering positive daily returns. The broad-based CoinDesk 20 Index (CDI) has mirrored this momentum, gaining over 3% during the day, with Near Protocol's layer-1 blockchain native token (NEAR) leading the charge with a surge of 15%.

這種復甦已經超越了比特幣和以太坊的範疇，滲透到更廣泛的加密生態系統。 CoinDesk 市場指數 (CMI) 是加密貨幣表現的綜合衡量指標，該指數出現了令人印象深刻的上漲，173 種加密貨幣中有 163 種實現了正日回報。廣泛基礎的 CoinDesk 20 指數 (CDI) 也反映了這一勢頭，當天上漲了 3% 以上，Near Protocol 的第 1 層區塊鏈原生代幣 (NEAR) 漲幅居前，飆升了 15%。

Digital asset-focused companies have also experienced the ripple effects of the positive market sentiment. Coinbase (COIN) and MicroStrategy (MSTR) have witnessed significant rallies, with their shares climbing by 7% and 12%, respectively. Publicly listed miners such as Riot Platforms (RIOT) and Hut 8 (HUT) have outperformed, surging by 15%-20%, while Marathon Digital (MARA) has posted a 6% gain. This upswing is attributed to a surge in transaction fees, which has emerged as a lucrative revenue stream for miners.

專注於數位資產的公司也經歷了積極的市場情緒的連鎖反應。 Coinbase (COIN) 和 MicroStrategy (MSTR) 大幅上漲，其股價分別上漲 7% 和 12%。 Riot Platforms (RIOT) 和 Hut 8 (HUT) 等公開上市礦商的表現優於大盤，飆升 15%-20%，而 Marathon Digital (MARA) 則上漲 6%。這種上升歸因於交易費用的飆升，交易費用已成為礦工利潤豐厚的收入來源。

While the immediate market outlook remains positive, Markus Thielen, founder of 10x Research, has cautioned against excessive optimism. In a recent interview with CoinDesk TV, Thielen expressed concerns about potential market weakness in the coming months, fueled by miners liquidating their BTC inventory to maintain operational stability. However, he acknowledged the historical trend of exponential price increases for Bitcoin approximately 50-100 days following each halving event.

雖然當前的市場前景仍然樂觀，但 10x Research 創辦人 Markus Thielen 警告不要過度樂觀。在最近接受 CoinDesk TV 採訪時，Thielen 表達了對未來幾個月市場潛在疲軟的擔憂，因為礦商為了維持營運穩定而清除比特幣庫存。然而，他承認比特幣價格在每次減半事件後約 50-100 天呈指數級上漲的歷史趨勢。

Crypto hedge fund QCP Capital has reinforced this bullish outlook, highlighting that funding rates, which reflect the cost of maintaining open leveraged derivatives positions, have cooled from elevated levels. Notably, some smaller cryptocurrencies have experienced deeply negative funding rates, setting the stage for a potential short squeeze if risk appetite returns.

加密貨幣對沖基金 QCP Capital 強化了這種看漲前景，強調反映維持未平倉槓桿衍生性商品部位成本的融資利率已從較高水準降溫。值得注意的是，一些規模較小的加密貨幣的資金利率已經嚴重為負，這為風險偏好回升時可能出現的空頭擠壓奠定了基礎。

QCP Capital anticipates a short-term surge led by altcoins and memecoins that have endured persistent negative funding. As speculative sentiment improves, short sellers may cover their positions, triggering a resumption of leveraged longs and further market momentum.

QCP Capital 預計，在承受持續負融資的山寨幣和迷因幣的帶動下，短期內將飆升。隨著投機情緒的改善，空頭可能會回補頭寸，引發槓桿多頭的恢復和進一步的市場動力。

Overall, the crypto market is exhibiting resilience and optimism, driven by a combination of Bitcoin's halving event, positive investor sentiment, and the potential for a short squeeze. However, it remains prudent to approach the market with caution, mindful of potential headwinds such as miner liquidations. As the market continues to evolve, investors are advised to stay abreast of developments and make informed investment decisions.

總體而言，在比特幣減半事件、積極的投資者情緒以及軋空潛力的共同推動下，加密貨幣市場表現出韌性和樂觀情緒。然而，進入市場仍需謹慎，要注意礦商清算等潛在不利因素。隨著市場的不斷發展，建議投資人隨時了解發展動態並做出明智的投資決策。