鲸鱼活动与机构需求一致，比特币突破 10 万美元

比特币第五次突破10万美元心理关口，过去24小时涨幅达3.39%。

Bitcoin price may soon climb further as rising institutional demand and whale activity appear to align with each other.

随着机构需求的增加和鲸鱼活动似乎相互配合，比特币价格可能很快会进一步攀升。

Massive whale movement matches U.S institutional demandA significant surge in whale activity—addresses holding major amounts of an asset—has been seen in the last 24 hours. Notably, a whale holding approximately $2.7 billion worth of BTC moved around $1.05 billion into Coinbase Prime, according to data shared by a blockchain analysis firm.

大规模鲸鱼活动符合美国机构需求过去 24 小时内，鲸鱼活动（涉及持有大量资产）大幅激增。值得注意的是，根据区块链分析公司分享的数据，持有价值约 27 亿美元比特币的鲸鱼将约 10.5 亿美元转移到 Coinbase Prime。

This whale, as reported earlier by AMBCrypto, had accumulated most of its BTC between 9-11 September, 2024, when the price ranged between $54,000 and $56,000. This was just months before the cryptocurrency surpassed the $100,000-threshold.

据 AMBCrypto 早些时候报道，这只鲸鱼在 2024 年 9 月 9 日至 11 日期间积累了大部分 BTC，当时价格在 54,000 美元至 56,000 美元之间。就在几个月前，加密货币突破了 10 万美元的门槛。

In most scenarios, large asset transfers from private wallets to exchanges are considered bearish, as they often indicate plans to sell. However, in this instance, the movement likely underlines strong demand for BTC, as evidenced by its recent price trajectory.

在大多数情况下，从私人钱包到交易所的大量资产转移被认为是看跌的，因为它们通常表明计划出售。然而，在这种情况下，这一走势可能凸显了对比特币的强劲需求，正如其最近的价格轨迹所证明的那样。

Moreover, as highlighted by crypto-analyst Ki Young Ju, when significant inflows occur into Coinbase Prime Brokerage, it often signals heightened demand for the asset among institutional investors.

此外，正如加密货币分析师 Ki Young Ju 所强调的那样，当大量资金流入 Coinbase Prime Brokerage 时，通常表明机构投资者对该资产的需求增加。

“The preferred Bitcoin purchase channel for U.S. institutions suggests multiple over-the-counter (OTC) trades are currently in progress,” Ju added.

Ju补充道：“美国机构首选的比特币购买渠道表明目前正在进行多种场外交易（OTC）。”

OTC trades involve private transactions between buyers and sellers, bypassing public exchanges to avoid slippage or significant market impact.

场外交易涉及买家和卖家之间的私人交易，绕过公共交易以避免滑点或重大市场影响。

As seen in the chart above, inflows into Coinbase Prime have increased notably over the past week, hitting levels last seen in December 2024—Just before BTC rallied to its all-time high of $108,135 on 17 December. If this trend continues, Bitcoin could touch a new all-time high in the coming weeks.

如上图所示，过去一周流入 Coinbase Prime 的资金显着增加，达到 2024 年 12 月的最高水平——就在 12 月 17 日 BTC 反弹至历史新高 108,135 美元之前。如果这种趋势持续下去，比特币可能会在未来几周内触及新的历史高点。

While market sentiment remains bullish, a short-term pullback is possible before BTC resumes its upward trajectory.

尽管市场情绪依然看涨，但在比特币恢复上行轨迹之前，可能会出现短期回调。

Local top, slight dropAccording to Hyblock Capital, there is a 15% ask imbalance on BTC. This implies the asset has likely reached a local top, with an increase in sell orders too.

局部顶部，略有下降 根据 Hyblock Capital 的数据，BTC 存在 15% 的问价不平衡。这意味着该资产可能已达到局部顶部，卖单也有所增加。

Source: HyblockCapital

资料来源：HyblockCapital

Historically, this pattern has occurred seven times, as reflected in the chart. In each instance, Bitcoin saw a slight retracement to the lower end before resuming an upward move.

从历史上看，这种模式已经出现过七次，如图表所示。在每种情况下，比特币都会小幅回调至低端，然后再恢复上涨。

If history repeats itself, BTC may see a minor pullback before continuing its upward trajectory and potentially hitting a new all-time high.

如果历史重演，比特币可能会出现小幅回调，然后继续上涨并可能创下历史新高。