币圈迎来了罕见大跌，整个加密货币市场已蒸发超过1400亿美元市值。 从宏观层面看，昨晚公布的二季度美国GDP超预期，初请失业金人数低于预期，强势的经济指标进一步 打击了市场对下一次降息的预期。而在消息面上，整体利空偏多。俄罗斯和北约冲突、特朗普宣布了新 一轮的药品关税，同时美国监管部门正在调查涉嫌内幕交易的加密公司……这些消息面利空进一步压制 了市场情绪。从技术面看，包括比特币和以太坊等，总体下跌伴随着成交量放大，反弹整体无力，市场 的调整仍未结束。 Ding认为，当前无论是宏观、消息和技术都不支撑行情走强，清杠杆的调整期仍将继续。不过，只要宏 观基本面没有出现系统性恶化，当前的回调更可能是震荡探底而不是深度杀跌。 9月26日，全球主要加密货币迎来普遍下跌，延续了本周以来的加密货币大幅回调的势头，比特币跌破 11万美元，以太坊跌破3900美元关口，创近七周新低。截至记者发稿，比特币下跌2.22%，以太坊下跌 2.99%。 | B | BTC | 108880.01 ... | -2.22% | | --- | --- | --- | --- | | | 比特币 | ¥776,826.21 | | | f | ...

市场分析指出，此次下跌并未伴随明确的外部事件或政策利空，更多是技术性回调与市场情绪共振的结 果。比特币价格一度下探至11.19万美元/枚的关键支撑位，该价位在过去数月多次经受考验但未被有效 跌破，已成为市场重要的心理防线和技术参考点。值得注意的是，在触及该支撑后，价格出现企稳反弹 迹象，部分投资者逢低买入。 尽管短期内波动加剧，部分机构仍认为本轮调整属于正常市场行为。有分析人士表示，当前比特币面临 的抛售压力较大，但缺乏实质性的负面催化剂，市场整体回调更多反映了杠杆仓位的集中清理。随着价 格在关键支撑位获得买盘支撑，市场有望逐步恢复稳定。 此次行情调整中，比特币（BTC）、以太坊（ETH）及狗狗币（DOGE）等主要加密资产均出现显著跌 幅。其中，多头仓位成为爆仓主力，损失达15.95亿美元，占总爆仓金额的绝大部分；空头仓位亦有 8343.54万美元的损失。从资产类别看，以太坊相关仓位爆仓金额最高，达4.77亿美元，比特币紧随其 后，爆仓额为2.82亿美元。 【CNMO科技消息】9月23日，全球加密货币市场经历剧烈波动，主流币种价格集体下挫，引发大规模 投资者爆仓。据Coinglass最新数据，过去24小时内， ...

Market Overview - The cryptocurrency market experienced a significant downturn from July 15 to 16, with Bitcoin's price dropping from a historical high of $123,100 to $116,300, marking a daily decline of over 5% [1] - Major cryptocurrencies such as Ethereum, Solana, and Dogecoin also saw declines ranging from 4% to 8% [1] - The crash resulted in a surge of liquidations, with 135,800 individuals affected and a total liquidation amount of $493 million (approximately 3.54 billion RMB), with nearly 80% of losses coming from long positions [1] Bitcoin Market Dynamics - On-chain data indicates that Bitcoin's exchange supply has fallen to a historical low of 14.5%, while the number of whale addresses holding over 1,000 BTC has increased to 2,135, suggesting sustained confidence among long-term holders [3] - The recent price correction is viewed as a standard adjustment following a market overheating, with the next key support level for Bitcoin identified at $114,000, a price point that previously triggered significant short covering [3] - Over the past three months, Bitcoin has seen an increase of over 40% due to institutional inflows, with a notable single-day surge of 6.8% on July 14 [3] Market Influences - The release of the U.S. June CPI data coincided with the market crash, leading investors to preemptively withdraw from risk assets. The CPI rose by 2.7% year-on-year, exceeding market expectations [4] - Concerns about potential inflation rebound have led to fears that the Federal Reserve may delay interest rate cuts, with analysts noting that cryptocurrencies are particularly sensitive to interest rate changes [4] Regulatory Environment - Matrixport has warned of tightening U.S. regulatory policies, with the SEC potentially expanding its enforcement on "tokenized securities," which could lead to prolonged volatility in risk assets [5] - Despite the challenges, some institutions maintain confidence in Bitcoin's price trajectory, with Bernstein reiterating a year-end target of $150,000 for Bitcoin, emphasizing that the current cycle is institutionally driven, contrasting with the retail-driven bubble of 2017 [5]