加密市场与短期不确定性和长期看涨之间的连接为长期投资者创造了主要设置

据加密对冲基金会创始人称，这是我在情感和基本面上看到的最明显的分歧之一。

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.

加密货币交易者在3月14日对市场的信心变得更加自信，将比特币（BTC）的价格再次超过了85,000美元。

Optimism grows among those beyond crypto natives

乐观情绪在加密本地人以外的人之间增长

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.

加密对冲基金会的创始人阿里·保罗（Ari Paul）观察到了日益增长的短期市场不确定性与加密货币建筑商比以往任何时候都更加看涨。这为长期投资者创建了主要设置。

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

保罗在3月14日X帖子中说：“这是我在情感和基本面上看到的最明显的分歧之一。”

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.

保罗说，尽管交易者和分析师最近对加密货币的看跌了，但加密开发人员（更广泛地说，为加密货币公司工作较少专注于市场周期本身）仍然更加看涨。

“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.”

“我从基本上从任何与加密相关的项目或不依赖近期'本地'的公司听到的所有数据点都是正面的。”

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.

基于这一点，他有信心加密在“ 12个月的时间范围内”是“好的买入”，但不确定它是否已经达到了短期底层。

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.

加密分析师马修·海兰德（Matthew Hyland）最近说，比特币确认底部实际上的唯一途径是将一周的收盘倒闭，超过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，更广泛的加密货币市场略有上升，使贸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.

根据CoinMarketCap的数据，比特币（BTC）在24小时内飙升了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小时内，衡量总体加密货币市场情绪的加密恐惧和贪婪指数飙升了19分，达到46，该指数仍处于“恐惧”区域，但处于中立领域。

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创始人Michael Van de Poppe表示，过去24小时内比特币的价格飙升增强了他对资产在6月份恢复其上升趋势的信心。

“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.”

“显然使低点降低，显然触及了高点。我们很有可能在较低的时间范围内开始新的上升趋势，进入了良好的Q2。”

Crypto market presenting opportunity for ‘sustainable value’ investments

加密市场为“可持续价值”投资提供机会

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

保罗还说，现在可能是探索具有长期前景的传统风险投资投资的合适时机。

“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.

“是寻找'传统'风格VC加密投资的好时机。我的意思是长期以来，真正专注于可持续价值创造，没有快速的货币化计划。

“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创始人Ari Paul在3月14日X帖子中说：“这是我在情感和基本面上看到的最明显的分歧之一。”

Optimism grows among those beyond crypto natives

乐观情绪在加密本地人以外的人之间增长

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.

保罗说，尽管交易者和分析师最近对加密货币的看跌了，但加密开发人员（更广泛地说，那些在加密货币公司工作的人都不那么专注于市场周期本身），仍然更加看涨。

“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.”

“我从基本上从任何与加密相关的项目或不依赖近期'本地'的公司听到的所有数据点都是正面的。”

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.

基于这一点，他有信心加密在“ 12个月的时间范围内”是“好的买入”，但不确定它是否已经达到了短期底层。

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.

加密分析师马修·海兰德（Matthew Hyland）最近说，比特币确认底部实际上的唯一途径是将一周的收盘倒闭，超过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，更广泛的加密货币市场略有上升，使贸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.

根据CoinMarketCap的数据，比特币（BTC）在24小时内飙升了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小时内，衡量总体加密货币市场情绪的加密恐惧和贪婪指数飙升了19分，达到46，该指数仍处于“恐惧”区域，但处于中立领域。

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创始人Michael Van de Poppe表示，过去24小时内比特币的价格飙升增强了他对资产在6月份恢复其上升趋势的信心。

“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.”

“显然使低点降低，显然触及了高点。我们很有可能在较低的时间范围内开始新的上升趋势，进入了良好的Q2。”

Crypto market presenting opportunity for ‘sustainable value’ investments

加密市场为“可持续价值”投资提供机会

Paul also said it may be the right time

保罗还说这可能是正确的时间