比特币供应冲击即将到来，相信你的直觉——Samson Mow

本周到目前为止，加密货币市场已经经历了价格走势的两个极端，比特币飙升至 108,000 美元以上的历史高点 (ATH)，同时跌至 95,587.68 美元。

Bitcoin prices have fallen below the $96,000 level despite continuous buying from top pro-Bitcoin firms, leaving many wondering about the next move for the coin.

尽管顶级支持比特币的公司不断买入，但比特币价格已跌破 96,000 美元的水平，这让许多人对比特币的下一步走势感到好奇。

Samson Mow, the former CSO of Blockstream, has shared his thoughts on the matter, suggesting that the limited supply of Bitcoin is causing the market to behave irrationally.

Blockstream 前 CSO Samson Mow 分享了他对此事的看法，认为比特币供应有限正在导致市场行为不理性。

“I often see people asking the question ‘if everyone is buying and there’s no supply, then why is the price going down?,’” wrote Mow in a post on X.

“我经常看到人们问这样的问题：‘如果每个人都在购买而没有供应，那么为什么价格会下跌？’”Mow 在 X 上的一篇帖子中写道。

“It’s just the market behaving irrationally with what limited #Bitcoin supply is left. Trust your instincts. The supply shock is coming.”

“这只是市场在比特币供应有限的情况下表现得不理性。相信你的直觉。供应冲击即将到来。”

Earlier this week, MicroStrategy announced that it had purchased another $1.5 billion worth of Bitcoin, increasing its total holdings to 439,000 BTC.

本周早些时候，MicroStrategy 宣布又购买了价值 15 亿美元的比特币，将其总持有量增加至 439,000 枚比特币。

Other smaller firms with Bitcoin treasuries, including MARA Holdings, also announced major purchases this week, effectively depleting the coin’s circulating supply.

包括 MARA Holdings 在内的其他拥有比特币国债的小公司也于本周宣布了大规模购买，实际上耗尽了比特币的流通供应。

Despite this buying, the market has not moved past the $108,000 level and has failed to maintain support around the $100,000 mark.

尽管有这样的买盘，市场仍未突破 108,000 美元的水平，也未能维持 100,000 美元大关附近的支撑。

According to Samson Mow, investors should trust their instincts and understand that a “supply shock is coming.”

Samson Mow 表示，投资者应该相信自己的直觉，并了解“供应冲击即将到来”。

Whenever MicroStratey announces a Bitcoin purchase, as it has done over the past six weeks, market traders find a way to rebalance their pricing to its average purchase price.

每当 MicroStratey 宣布购买比特币时（就像过去六周那样），市场交易者都会找到一种方法将其定价重新平衡到平均购买价格。

While it remains uncertain if another purchase will be unveiled in the coming week, the market is likely to rebalance ahead of the potential buy-up announcement.

尽管仍不确定下周是否会公布另一次收购，但市场可能会在潜在收购公告之前重新平衡。

As of writing time, the price of Bitcoin has dropped 3.54% in 24 hours to $95,243.24.

截至发稿，比特币价格24小时内下跌3.54%至95,243.24美元。

Amid the ongoing freefall, the coin is bound to see a major retest of this level, as it has formed a strong support around this price range over the past month.

在持续的自由落体中，代币必然会再次测试该水平，因为它在过去一个月在该价格范围附近形成了强有力的支撑。