加密市場與短期不確定性和長期看漲之間的連接為長期投資者創造了主要設置

據加密對沖基金會創始人稱，這是我在情感和基本面上看到的最明顯的分歧之一。

Crypto traders grew more confident in the market on March 14, pushing the price of Bitcoin (BTC) up over the $85,000 mark once more.

加密貨幣交易者在3月14日對市場的信心變得更加自信，將比特幣（BTC）的價格再次超過了85,000美元。

Optimism grows among those beyond crypto natives

樂觀情緒在加密本地人以外的人之間增長

Crypto hedge fund founder Ari Paul observed a major disconnect between the growing short-term market uncertainty and crypto builders becoming more bullish than ever. This creates a prime setup for long-term investors.

加密對沖基金會的創始人阿里·保羅（Ari Paul）觀察到了日益增長的短期市場不確定性與加密貨幣建築商比以往任何時候都更加看漲。這為長期投資者創建了主要設置。

“This is one of the starkest divergences I’ve seen in sentiment and fundamentals,” Paul said in a March 14 X post.

保羅在3月14日X帖子中說：“這是我在情感和基本面上看到的最明顯的分歧之一。”

While traders and analysts have turned bearish on crypto recently, crypto developers — and more broadly, those working for crypto companies less focused on the market cycle itself — remain much more bullish, according to Paul.

保羅說，儘管交易者和分析師最近對加密貨幣的看跌了，但加密開發人員（更廣泛地說，為加密貨幣公司工作較少專注於市場週期本身）仍然更加看漲。

“All the data points I’m hearing from basically any crypto-related project or company that doesn’t rely on ‘natives’ near-term is positive.”

“我從基本上從任何與加密相關的項目或不依賴近期'本地'的公司聽到的所有數據點都是正面的。”

Based on this, he’s confident that crypto is a “good buy” over the “12 month timeframe” but isn’t sure if it has reached a short-term bottom yet.

基於這一點，他有信心加密在“ 12個月的時間範圍內”是“好的買入”，但不確定它是否已經達到了短期底層。

Crypto analyst Matthew Hyland recently said the only way for Bitcoin to confirm that the bottom is actually in would be to close a week back above $89,000.

加密分析師馬修·海蘭德（Matthew Hyland）最近說，比特幣確認底部實際上的唯一途徑是將一周的收盤倒閉，超過89,000美元。

However, on March 14, the broader crypto market rose slightly, giving traders a bit more short-term confidence.

但是，在3月14日，更廣泛的加密貨幣市場略有上升，使貿易商有更多的短期信心。

Bitcoin (BTC) spiked 3.16% to $84,638 over the 24 hour period, while Ether (ETH) rose 1.79% and XRP (XRP) jumped 6.01%, according to CoinMarketCap.

根據CoinMarketCap的數據，比特幣（BTC）在24小時內飆升了3.16％至84,638美元，而Ether（ETH）上升了1.79％，XRP（XRP）上升了6.01％。

Over the same 24 hours, the Crypto Fear and Greed Index, which measures overall crypto market sentiment, surged 19 points to 46, which is still in the “Fear” zone but nearing neutral territory.

在相同的24小時內，衡量總體加密貨幣市場情緒的加密恐懼和貪婪指數飆升了19分，達到46，該指數仍處於“恐懼”區域，但處於中立領域。

MN Trading Capital founder Michael van de Poppe said Bitcoin’s price spike over the past 24 hours has strengthened his confidence in the asset resuming its uptrend by June.

MN Trading Capital創始人Michael Van de Poppe表示，過去24小時內比特幣的價格飆升增強了他對資產在6月份恢復其上升趨勢的信心。

“Clearly made a higher low, clearly touching the highs. It’s very likely that we’re starting a new uptrend on the lower timeframes going into a good Q2.”

“顯然使低點降低，顯然觸及了高點。我們很有可能在較低的時間範圍內開始新的上升趨勢，進入了良好的Q2。”

Crypto market presenting opportunity for ‘sustainable value’ investments

加密市場為“可持續價值”投資提供機會

Paul also said it may be the right time to explore traditional venture capital crypto investments with a longer-term outlook.

保羅還說，現在可能是探索具有長期前景的傳統風險投資投資的合適時機。

“A good time to be looking for ‘traditional’ style VC crypto investments. By ‘traditional’ I mean longer term, genuinely focusing on sustainable value creation, no quick monetization schemes.”output: A crypto hedge fund founder has said that the major disconnect between crypto traders’ growing short-term market uncertainty and crypto builders becoming more bullish than ever creates a prime setup for long-term investors.

“是尋找'傳統'風格VC加密投資的好時機。我的意思是長期以來，真正專注於可持續價值創造，沒有快速的貨幣化計劃。

“This is one of the starkest divergences I’ve seen in sentiment and fundamentals,” BlockTower Capital founder Ari Paul said in a March 14 X post.

Blocktower Capital創始人Ari Paul在3月14日X帖子中說：“這是我在情感和基本面上看到的最明顯的分歧之一。”

Optimism grows among those beyond crypto natives

樂觀情緒在加密本地人以外的人之間增長

Paul said that while traders and analysts have turned bearish on crypto recently, crypto developers — and more broadly, those working for crypto companies less focused on the market cycle itself — remain much more bullish.

保羅說，儘管交易者和分析師最近對加密貨幣的看跌了，但加密開發人員（更廣泛地說，那些在加密貨幣公司工作的人都不那麼專注於市場週期本身），仍然更加看漲。

“All the data points I’m hearing from basically any crypto-related project or company that doesn’t rely on ‘natives’ near-term is positive.”

“我從基本上從任何與加密相關的項目或不依賴近期'本地'的公司聽到的所有數據點都是正面的。”

Based on this, he’s confident that crypto is a “good buy” over the “12 month timeframe” but isn’t sure if it has reached a short-term bottom yet.

基於這一點，他有信心加密在“ 12個月的時間範圍內”是“好的買入”，但不確定它是否已經達到了短期底層。

Crypto analyst Matthew Hyland recently said the only way for Bitcoin to confirm that the bottom is actually in would be to close a week back above $89,000.

加密分析師馬修·海蘭德（Matthew Hyland）最近說，比特幣確認底部實際上的唯一途徑是將一周的收盤倒閉，超過89,000美元。

However, on March 14, the broader crypto market rose slightly, giving traders a bit more short-term confidence.

但是，在3月14日，更廣泛的加密貨幣市場略有上升，使貿易商有更多的短期信心。

Bitcoin (BTC) spiked 3.16% to $84,638 over the 24 hour period, while Ether (ETH) rose 1.79% and XRP (XRP) jumped 6.01%, according to CoinMarketCap.

根據CoinMarketCap的數據，比特幣（BTC）在24小時內飆升了3.16％至84,638美元，而Ether（ETH）上升了1.79％，XRP（XRP）上升了6.01％。

Over the same 24 hours, the Crypto Fear and Greed Index, which measures overall crypto market sentiment, surged 19 points to 46, which is still in the “Fear” zone but nearing neutral territory.

在相同的24小時內，衡量總體加密貨幣市場情緒的加密恐懼和貪婪指數飆升了19分，達到46，該指數仍處於“恐懼”區域，但處於中立領域。

MN Trading Capital founder Michael van de Poppe said Bitcoin’s price spike over the past 24 hours has strengthened his confidence in the asset resuming its uptrend by June.

MN Trading Capital創始人Michael Van de Poppe表示，過去24小時內比特幣的價格飆升增強了他對資產在6月份恢復其上升趨勢的信心。

“Clearly made a higher low, clearly touching the highs. It’s very likely that we’re starting a new uptrend on the lower timeframes going into a good Q2.”

“顯然使低點降低，顯然觸及了高點。我們很有可能在較低的時間範圍內開始新的上升趨勢，進入了良好的Q2。”

Crypto market presenting opportunity for ‘sustainable value’ investments

加密市場為“可持續價值”投資提供機會

Paul also said it may be the right time

保羅還說這可能是正確的時間