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创新高后“闪崩”,巨鲸“切换”,华尔街“抄底”?过去48小时,比特币和以太坊“惊天巨震”
Hua Er Jie Jian Wen·2025-08-26 06:37

Core Viewpoint - The recent extreme volatility in the cryptocurrency market, particularly Bitcoin and Ethereum, was triggered by a series of events including a dovish statement from Federal Reserve Chairman Jerome Powell, leading to significant price fluctuations and a large-scale reallocation of funds between the two cryptocurrencies [1][4][7]. Group 1: Market Movements - Bitcoin surged to nearly $117,200 after Powell's remarks but then experienced a sharp decline following a major whale's sale of 24,000 Bitcoins, causing a "flash crash" [1][4]. - Ethereum reached a historical high of $4,954 before dropping to $4,400, with both cryptocurrencies experiencing forced liquidations exceeding $550 million [1][7]. - The price of Bitcoin fell below the 100-day moving average for the first time since April, with a further decline to around $110,500 [1][4]. Group 2: Fund Reallocation - Analysts noted a significant reallocation of funds, with approximately $2 billion in Bitcoin being shifted to Ethereum, indicating a change in market sentiment [3][7]. - The whale that sold 24,000 Bitcoins still holds over 152,874 Bitcoins valued at more than $17 billion, suggesting a strategic shift rather than a complete exit from the market [7]. Group 3: Institutional Activity - Reports indicate that institutional investors, including BlackRock and Jane Street, are taking advantage of the market dip to accumulate assets, with Fidelity and other ETFs seeing substantial inflows [3][8][9]. - Fidelity reportedly achieved a net inflow of $87 million, while Bitwise and 21Shares also recorded inflows, reflecting a potential bullish sentiment among institutional players [9]. Group 4: Market Sentiment and Future Outlook - Despite the short-term volatility, analysts maintain a cautiously optimistic view on the medium to long-term prospects of the market, with expectations that Bitcoin could regain upward momentum if it holds above $110,000 [10]. - The overall sentiment remains resilient, with options data indicating continued bullish sentiment despite recent price corrections [10].