北京商报讯（记者 廖蒙）接连冲破历史新高后，比特币再现过山车行情。10月8日，比特币价格回落至12.2万美元附近，月内涨幅整体超过8%。全球币价网 站CoinGecko数据显示，截至当日17时30分，比特币报122444美元，24小时内跌幅为1.3%。 中国通信工业协会区块链专委会共同主席于佳宁告诉北京商报记者，这轮比特币上涨的主因仍在于全球流动性预期的转向。当前市场普遍认为美联储降息周 期提前启动，资金面趋于宽松，风险偏好自然上升；加上美国政府停摆引发短期避险需求，部分资金转向数字资产，形成了流动性和情绪的共振。 避险情绪下，被拥趸视为"数字黄金"的比特币，近期和黄金在价格走势上呈现了一定的一致性。值得注意的是，在比特币价格的大幅波动下，市场爆仓同样 呈现加剧态势。根据Coinglass数据，截至10月8日17时30分的过去24小时里，全球共有170631人被爆仓，爆仓总金额为6.45亿美元，约合46亿元人民币，其 中最大单笔爆仓单交易金额为874.26万美元。 | 爆仓热力图 | 1小时 4小时 12小时 24小时 | | | 市种 交易所 | | 总爆仓 | | | | | --- | --- | -- ...

Core Insights - The total holdings of Bitcoin by U.S. spot exchange-traded funds (ETFs) reached a historic milestone of 1.25 million Bitcoins as of August 17, 2025, marking the highest level ever recorded [1] Group 1 - The achievement signifies a significant development in the cryptocurrency investment landscape, reflecting growing institutional interest in Bitcoin [1] - The data indicates a trend of increasing adoption of Bitcoin ETFs, which may influence market dynamics and investor behavior [1]

Group 1: Bitcoin Market Insights - Bitcoin spot ETF has seen net inflows recently, with potential for Bitcoin to rise above $120,000 if not for sudden market events [1] - Bitcoin has been in a consolidation phase, with a clear five-wave structure indicating a possible short-term pullback before continuing its upward trend [4] - A target of $104,000 is noted for Bitcoin, with a potential to reach $120,000 if it breaks through current resistance levels [4] Group 2: Ethereum Market Dynamics - Ethereum's performance is weaker compared to Bitcoin, struggling to break above the daily midline of $2,516, facing strong resistance [6] - The Ethereum Foundation's recent token transfers suggest cashing out for operational expenses, reminiscent of previous market movements that saw ETH drop from $3,200 to $2,100 [8] Group 3: Altcoin Market Trends - Altcoins are experiencing significant volatility, with many falling back to April lows, indicating a bearish trend as Bitcoin rises [9] - The altcoin market is characterized by a prolonged washout period, with small rebounds expected but an overall downward trend [9] Group 4: Broader Crypto Market Observations - The crypto industry is facing challenges with DeFi, NFTs, and GameFi narratives losing traction, leading to user attrition and a stagnant on-chain economy [11] - The market is described as entering a negative-sum game cycle, with Bitcoin remaining the only asset showing resilience [11] Group 5: Investment Strategies - Recommendations for retail investors include participating in new token launches and engaging with platforms for potential airdrops, emphasizing a long-term holding strategy for Bitcoin [14][15] - Investors are encouraged to conduct thorough research on quality projects and consider various strategies to maximize returns, including participating in PVP on-chain activities [15]