比特币价格攀升至 93,000 美元以上，创下历史新高

11 月 13 日星期三，比特币价格大幅上涨，突破 90,000 美元大关，并创下新纪录，因为这种数字货币受益于不断增长的需求。

Bitcoin prices soared on Wednesday, blowing past the $90,000 level and setting a new record as the digital currency benefited from rising demand.

比特币价格周三飙升，突破 90,000 美元大关，并创下新纪录，因为这种数字货币受益于不断增长的需求。

The world’s most prominent cryptocurrency, which had a total market value of roughly $1.8 trillion at the time of this writing, reached roughly $93,500 that day, Coinbase figures from TradingView show.

TradingView 的 Coinbase 数据显示，在撰写本文时，全球最著名的加密货币总市值约为 1.8 万亿美元，当天价格达到约 93,500 美元。

Several analysts pointed to evidence of greater demand from global investors for the digital asset to explain the latest appreciation.

一些分析师指出，有证据表明全球投资者对数字资产的需求更大，这可以解释最新的升值情况。

Julio Moreno, head of research for CryptoQuant, highlighted how the amount of bitcoin held by so-called whales, which in this particular case hold between 1,000 and Pardavimas,000 units of the cryptocurrency, has been rising sharply as of late.

CryptoQuant 研究主管 Julio Moreno 强调，所谓的鲸鱼持有的比特币数量（在本例中为 1,000 到 Pardavimas,000 单位的加密货币）最近一直在急剧上升。

He shared the chart below to illustrate this trend:

他分享了下面的图表来说明这一趋势：

Total bitcoin held by whales (between 1k and 10k bitcoin)

鲸鱼持有的比特币总量（1,000 到 10,000 比特币）

“This is interesting, it shows the 30-day growth in holdings of Whale addresses (excluding exchanges and mining pools) accelerating again,” Moreno stated via Telegram.

“这很有趣，它表明 Whale 地址（不包括交易所和矿池）的 30 天持有量增长再次加速，”莫雷诺通过 Telegram 表示。

“This can be interpreted as growing Bitcoin demand from large holders,” he said.

“这可以解释为大持有者对比特币的需求不断增长，”他说。

Marc P. Bernegger, cofounder of crypto fund of funds AltAlpha Digital, also chimed in, stating via email that “Now retail investors are coming back in a massive way and this is the driver of this phase of the bull run.”

AltAlpha Digital 加密基金联合创始人 Marc P. Bernegger 也插话道，他通过电子邮件表示，“现在散户投资者正在大规模回归，这是这一阶段牛市的驱动力。”

“A good indicator is the ranking of trading apps like Counbase in app stores,” he noted.

“一个很好的指标是像 Counbase 这样的交易应用程序在应用程序商店中的排名，”他指出。

Olivier Mammet, head of US OTC trading at Gemini, also offered his perspective on the matter.

Gemini 美国场外交易主管 Olivier Mammet 也表达了他对此事的看法。

“After failing to break above the $90,000 level multiple times yesterday, the market finally managed to move higher, making a new all-time high at around $93,000,” he stated through emailed comments.

他在电子邮件评论中表示：“在昨天多次未能突破 90,000 美元的水平后，市场终于成功走高，创下了 93,000 美元左右的历史新高。”

“We can assume that the market got the extra support it needed after a new day of strong inflows into ETFs (+$812 million for November 12th),” Mammet said. “It should also be noted that the trading activity over the past couple of days has been fairly orderly, with few massive liquidations or swings of volatility.”

Mammet 表示：“我们可以假设，在新一天 ETF 资金强劲流入（11 月 12 日增加 8.12 亿美元）之后，市场获得了所需的额外支撑。” “还应该指出的是，过去几天的交易活动相当有序，很少有大规模清算或波动。”

The expert offered additional nuance on the digital currency markets.

这位专家对数字货币市场提出了更多的细微差别。

“To understand what drove the latest gains, we can look closely at funding levels and the futures basis, which shows that they remain in healthy territory around 12%. This is low given how strong a bull market we are experiencing,” he noted.

“为了了解推动最新涨幅的因素，我们可以仔细观察融资水平和期货基差，结果表明它们仍处于 12% 左右的健康区域。考虑到我们正在经历的牛市有多强劲，这个数字很低，”他指出。

“Finally, by looking at market maker’s positioning on options, we have seen lots of buyers with high strike call options pre-election ($80,000, $90,000, $100,000, and even $150,000), suggesting they are very bullish. As such, it is fair to assume that a few market makers have been caught off-guard and therefore are forced to pay more to cover their exposure, contributing to the buying pressure and growth.”

“最后，通过观察做市商对期权的定位，我们发现许多买家在选举前拥有高行使价看涨期权（80,000 美元、90,000 美元、100,000 美元，甚至 150,000 美元），这表明他们非常看涨。因此，可以合理地假设一些做市商措手不及，因此被迫支付更多费用来弥补其风险敞口，从而加剧了购买压力和增长。”

George Kailas, CEO of Prospero.ai, also spoke to the situation, outlining a short list of causal factors that drove bitcoin’s latest gains.

Prospero.ai 首席执行官 George Kailas 也谈到了这一情况，概述了推动比特币最新上涨的一系列因素。

For starters, he mentioned “A very real expectation of increased demand driving up prices” via a Google Doc he shared containing his input.

首先，他通过他分享的包含他的意见的谷歌文档提到了“需求增加推高价格的非常真实的预期”。

“Trump has said he would make BTC a reserve currency,” Kailas noted.

Kailas 指出：“特朗普表示他将让 BTC 成为储备货币。”

“That kind of government demand for a security could not only drive up price and perceived value but it could also spur other governments to make similar moves as to not be perceived as being behind the times. If other countries started to follow suit that could have exponential effects on an already Bullish move.”

“政府对证券的这种需求不仅会推高价格和感知价值，而且还可能刺激其他政府采取类似举措，以免被视为落后于时代。如果其他国家开始效仿，可能会对本已看涨的走势产生指数级影响。”

Further, he emphasized that “Trump Coin saw a big boost after he won the election. Having exposure to this market himself makes people draw the line that the regulatory market will get more friendly towards Cryptocurrencies.”

此外，他强调，“特朗普币在他赢得大选后出现了巨大的增长。亲自接触这个市场让人们划清界限，监管市场将对加密货币变得更加友好。”

“He said at the Nashville conference he would fire Gary Gensler twice to raucous cheers,” “Thus giving more hope to a friendlier regulatory environment which would also be prince accretive because clarity on the laws around Crypto (where there isn’t much currently) would attract more talent and dollars to the space,” Kailas noted.

“他在纳什维尔会议上表示，他将在喧闹的欢呼声中两次解雇加里·詹斯勒（Gary Gensler），”“这给更友好的监管环境带来了更多希望，这也将是王子的增值，因为围绕加密货币的法律的明确性（目前还没有太多）将吸引更多人才和资金进入该领域，”凯拉斯指出。

Finally, he stated that “These currencies can move at breakneck paces up (and down) even without tangible reasons to be optimistic like the ones laid out above. With it the frenzy of Social Sentiment raises the perceived value and creates a momentum that it might be hard to break even if BTC goes beyond what could be considered fair value for these events.”

最后，他表示，“即使没有像上面列出的那样有明确的乐观理由，这些货币也可能以惊人的速度上涨（和下跌）。随之而来的是，社会情绪的狂热提高了感知价值，并创造了一种势头，即使 BTC 超出了这些事件的合理价值，也可能很难打破。”

Disclosure: I own some bitcoin, bitcoin cash, litecoin, ether, EOS and SOL.

披露：我拥有一些比特币、比特币现金、莱特币、以太币、EOS 和 SOL。