闪崩、40亿爆仓 比特币和以太坊发生了什么？

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 within the market [1][4][8]. Group 1: Market Movements - Bitcoin surged to nearly $117,200 and Ethereum reached an all-time high of $4,954 following Powell's remarks, but both cryptocurrencies experienced sharp declines shortly after due to a major sell-off by a Bitcoin whale [1][4][5]. - A Bitcoin whale sold 24,000 Bitcoins, causing Bitcoin's price to drop to around $110,500, marking a significant decline and breaking below the 100-day moving average for the first time since April [1][5]. - Ethereum's price fell to $4,400 after reaching its historical peak, with forced liquidations exceeding $570 million across both cryptocurrencies [1][9]. Group 2: Fund Reallocation - Analysts noted a substantial reallocation of funds, with approximately $2 billion in Bitcoin being shifted to Ethereum, indicating a shift in investor sentiment towards Ethereum's growing utility in stablecoins, tokenization, and smart contracts [3][8]. - The whale that sold Bitcoin still holds over 152,874 Bitcoins valued at more than $17 billion, suggesting a strategic move rather than a complete exit from the market [8]. 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 significant inflows into ETFs from firms like Fidelity and Bitwise [3][11][12]. - Despite the volatility, analysts maintain a cautiously optimistic outlook for the long-term, with expectations that Bitcoin will remain resilient as long as it stays above $110,000 [12][13].