随着价格从减半前的跳水中恢复，比特币鲸鱼又开始逢低买入

超过 34,000 个比特币 (BTC) 价值 93,871 美元，目前价值 32 亿美元，已“被机构投资者积累”

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.

据 Blocktrends 分析师报告，比特币 (BTC) 价格在 2024 年底创下六位数新高后下跌，大型比特币 (BTC) 持有者再次积累了大量比特币。

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 帖子中写道，超过 34,000 个比特币（BTC）（约合 93,871 美元），目前价值 32 亿美元，“被机构投资者囤积，推动了当前比特币复苏的购买压力”。

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 解释说，此次买入是在 12 月 21 日之后的一周内，持有 1,000 至 10,000 BTC 的钱包抛售 79,000 BTC 后发生的，而几天前，由于美联储降息，BTC 价格在 12 月 17 日达到了超过 108,000 美元的峰值，“结束了”产生 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.

这位分析师表示，“大型参与者利用了整合的优势”，开始将大额交易分解为多个较小的订单，在比特币价格低于 95,000 美元时积累比特币。

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 枚比特币被抛售后，比特币 7 天余额变化已转为正值。来源：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.

截至撰写本文时，比特币交易价格约为 94,900 美元，当日与更广泛的加密货币市场一起下跌约 2.3％，因为美国就业和经济数据粉碎了 1 月底进一步降息的希望。

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 分析师在 1 月 6 日的市场报告中表示，比特币市场的卖方流动性正在“快速萎缩”，其价格下行压力最严重的时期可能已经过去。

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

比特币市场的卖方流动性正在快速萎缩。来源：Bitfinex

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

相关：美联储印钞可能会刺激比特币在 2025 年第一季度上涨——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，分析师预测，在即将上任的美国总统唐纳德·特朗普预期的支持加密货币政策和民族国家对比特币的采用的推动下，比特币今年可能会创下创纪录的涨幅。

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.”

富达数字资产研究分析师马特·霍根 (Matt Hogan) 在 1 月 7 日的一篇论文中写道，该公司预计“更多的民族国家、央行、主权财富基金和政府财政部将寻求在比特币领域建立战略地位。”

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 分析师上个月末表示，在最坏的情况下，美国的比特币储备可能会将其价格推高至 15 万美元以上，而最好的情况下，这种加密货币的价格可能会升至 40 万美元以上。

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

杂志：2025 年卷土重来——以太坊准备好赶上比特币和 Solana 了吗？

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，在比特币价格创下超过 108,000 美元的历史新高后，几个拥有 1,000 至 10,000 BTC 的钱包抛售了其持有的比特币，大量比特币持有者开始疯狂购买。

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.

随着比特币价格在 2024 年底下跌，大型场外交易 (OTC) 被分解为较小的交易，以避免市场波动，并使机构投资者能够在比特币价格低于 95,000 美元时继续买入比特币。

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.

尽管 12 月 27 日发现几笔大型交易从币安转移出 34,000 BTC，但还是发生了购买热潮，一些人猜测这可能与当天灰度比特币信托（GBTC）解锁有关。然而，灰度后来否认这些交易与解锁有关。