隨著價格從減半前的跳水中恢復，比特幣鯨魚又開始逢低買入

超過 34,000 個比特幣 (BTC) 價值 93,871 美元，目前價值 32 億美元，已“被機構投資者累積”

Large Bitcoin ( BTC ) holders are once again accumulating significant amounts of the cryptocurrency following its price dip toward the end of 2024 after a record six-figure high, a Blocktrends analyst reports.

根據 Blocktrends 分析師報告，比特幣 (BTC) 價格在 2024 年底創下六位數新高後下跌，大型比特幣 (BTC) 持有者再次累積了大量比特幣。

More than 34,000 Bitcoin ( BTC ) $93,871 , currently valued at $3.2 billion, has been “accumulated by institutional investors, driving buying pressure for the current recovery in Bitcoin,” Blocktrends head of research Cauê Oliveira wrote in a Jan. 8 CryptoQuant post.

Blocktrends 研究主管Cauê Oliveira 在1 月8 日的CryptoQuant 貼文中寫道，超過34,000 個比特幣（BTC）（約93,871 美元），目前價值32 億美元，「被機構投資者囤積，推動了當前比特幣復甦的購買壓力」。

Oliveira explained the buyup occurred after wallets holding between 1,000 to 10,000 BTC sold off 79,000 BTC in the week following Dec. 21 — days after it hit a peak of over $108,000 on Dec. 17 amid the US Federal Reserve interest rate cut — which “ended up generating a 15% correction.”

Oliveira 解釋說，此次買入是在12 月21 日之後的一周內，持有1,000 至10,000 BTC 的錢包拋售79,000 BTC 後發生的，而幾天前，由於美聯儲降息，BTC 價格在12 月17 日達到了超過108,000 美元的峰值，“結束了”產生 15% 的修正。

According to the analyst, “large players took advantage of the consolidation” and began making large trades broken down into multiple smaller orders, accumulating Bitcoin while its price was below $95,000.

這位分析師表示，“大型參與者利用了整合的優勢”，開始將大額交易分解為多個較小的訂單，在比特幣價格低於 95,000 美元時積累比特幣。

Bitcoin seven-day balance change has flipped positive after a nearly 80,000 BTC sell-off in late December. Source: CryptoQuant

在 12 月底近 80,000 枚比特幣被拋售後，比特幣 7 天餘額變化已轉為正值。來源：CryptoQuant

Bitcoin was trading at around $94,900 at the time of writing, down about 2.3% on the day along with the broader crypto market as U.S. jobs and economic data dashed hopes of further interest rate cuts at the end of January.

截至撰寫本文時，比特幣交易價格約為 94,900 美元，當日與更廣泛的加密貨幣市場一起下跌約 2.3％，因為美國就業和經濟數據粉碎了 1 月底進一步降息的希望。

Bitfinex analysts said in a Jan. 6 market note that sell-side liquidity in Bitcoin markets is “shrinking at a rapid pace,” and the worst of the downward pressure on its price has likely passed.

Bitfinex 分析師在 1 月 6 日的市場報告中表示，比特幣市場的賣方流動性正在“快速萎縮”，其價格下行壓力最嚴重的時期可能已經過去。

Sell-side liquidity in BTC markets is shrinking at a rapid pace. Source: Bitfinex

比特幣市場的賣方流動性正快速萎縮。來源：Bitfinex

Related: US Fed money printing could spur Bitcoin rally in Q1 2025 — Hayes

相關：聯準會印鈔可能會刺激比特幣在 2025 年第一季上漲——Hayes

However, analysts are predicting that Bitcoin could be set for a record rally this year, driven by expected pro-crypto policies from incoming U.S. President Donald Trump and nation-state adoption of Bitcoin.

然而，分析師預測，在即將上任的美國總統川普預期的支持加密貨幣政策和民族國家對比特幣的採用的推動下，比特幣今年可能會創下創紀錄的漲幅。

Fidelity Digital Assets research analyst Matt Hogan wrote in a Jan. 7 paper that the firm anticipates “more nation-states, central banks, sovereign wealth funds, and government treasuries will look to establish strategic positions in Bitcoin.”

富達數位資產研究分析師馬特·霍根(Matt Hogan) 在1 月7 日的一篇論文中寫道，該公司預計「更多的民族國家、央行、主權財富基金和政府財政部將尋求在比特幣領域建立戰略地位。

Blockware analysts said late last month that a U.S. Bitcoin reserve could, in the worst case, push its price to over $150,000, while a best-case scenario would see the cryptocurrency rise to over $400,000.

Blockware 分析師上個月末表示，在最壞的情況下，美國的比特幣儲備可能會將其價格推高至15 萬美元以上，而最好的情況下，這種加密貨幣的價格可能會升至40 萬美元以上。

Magazine: Comeback 2025 — Is Ethereum poised to catch up with Bitcoin and Solana?

雜誌：2025 年捲土重來——以太幣準備好趕上比特幣和 Solana 了嗎？

Large Bitcoin holders went on a buying spree in late 2024 after several wallets with 1,000 to 10,000 BTC dumped their holdings following the cryptocurrency’s record high of over $108,000.

2024 年底，在比特幣價格創下超過 108,000 美元的歷史新高後，幾個擁有 1,000 至 10,000 BTC 的錢包拋售了其持有的比特幣，大量比特幣持有者開始瘋狂購買。

As Bitcoin price dropped toward the end of 2024, large over-the-counter (OTC) trades were broken down into smaller chunks to avoid moving the market and enable institutional investors to continue buying up Bitcoin while its price was below $95,000.

隨著比特幣價格在2024 年底下跌，大型場外交易(OTC) 被分解為較小的交易，以避免市場波動，並使機構投資者能夠在比特幣價格低於95,000 美元時繼續買入比特幣。

The buying spree occurred despite several large trades being spotted moving 34,000 BTC out of Binance on Dec. 27, which some speculated could have been linked to the Grayscale Bitcoin Trust ( GBTC ) unlocking on that day. However, Grayscale later denied that the trades were linked to the unlocking.

儘管 12 月 27 日發現幾筆大型交易從幣安轉移出 34,000 BTC，但還是發生了購買熱潮，有些人猜測這可能與當天灰度比特幣信託（GBTC）解鎖有關。然而，灰度後來否認這些交易與解鎖有關。