Core Insights - US spot Bitcoin exchange-traded funds (ETFs) experienced a significant rebound, with a total of $355 million in net inflows on Tuesday, ending a seven-day streak of outflows that indicated subdued investor interest [1] Group 1 - The sharp increase in net inflows suggests a renewed interest in Bitcoin ETFs among investors [1] - The previous seven days had seen outflows, reflecting a period of reduced investor confidence or interest in the market [1]

比特币最为坚定的长期持有者仍在持续套现，抛压开始在价格走势中明显显现。自两个多月前比特币价格创下 12.6万美元以上的历史高位以来，其价格已回落近30%，并在当前区间内艰难寻找支撑。周三，比特币再度跌 破8.6万美元关口，报85889.53美元。 比特币承压的一个重要原因在于，长期持有者的抛售行为仍未停止。最新区块链数据显示，那些被持有数年的 比特币正以近年来罕见的速度重新流入市场，而与此同时，市场对这些筹码的承接能力却在减弱。 根据K33Research的报告，自2023年初以来，至少两年未发生转移的比特币数量已减少约160万枚，按当前价格 计算价值约1400亿美元。这一变化被视为长期持有者持续兑现收益的明确信号。 仅在2025年，就有接近3000亿美元、此前沉睡超过一年的比特币重新进入流通。区块链分析公司CryptoQuant指 出，过去30天内，长期持有者的抛售规模创下五年多来的最高水平之一。 去中心化金融研究机构Ergonia的研究主管Chris Newhouse表示，目前市场正经历一种"缓慢失血"的过程，特点 是现货持续被抛售，而买盘流动性却相对稀薄。这种由现货抛压主导的下行走势，比由高杠杆爆仓引发 ...

Group 1 - The cryptocurrency market is experiencing a significant downturn, with Bitcoin dropping below $88,000, reflecting a 2.43% decline within 24 hours [1][2] - As of the latest update, Bitcoin is priced at $88,547.7, showing a slight recovery but still down by 1.9% for the day [1] - Other cryptocurrencies such as Ethereum and Solana also reported declines, with Ethereum at $3,073 (down 1.09%) and Solana at $129.9 (down 2.36%) [2][4] Group 2 - Over the past 24 hours, more than 115,000 traders were liquidated in the cryptocurrency market, with a total liquidation amount of $272 million, primarily from long positions [5] - The liquidation breakdown shows that $240 million came from long positions, while $36.48 million was from short positions [5] Group 3 - Jeff Park from Bitwise Alpha indicates that Bitcoin's recent price stagnation is due to OG holders selling options, which suppresses price and implied volatility [6] - Standard Chartered has revised its Bitcoin price forecast, now expecting it to reach $150,000 by the end of 2026, down from a previous estimate of $300,000 [6] - The firm also pushed back the timeline for Bitcoin to hit $500,000 from 2028 to 2030, citing a lack of valuation basis for continued buying [6] Group 4 - The probability of the Federal Reserve cutting interest rates by 25 basis points in January has decreased to 24.4%, while the probability of maintaining current rates has increased to 75.6% [7] - The market anticipates a 41.9% chance of a cumulative 25 basis points cut by March, with a 49.8% chance of rates remaining unchanged [7]

Market Overview - The cryptocurrency market is experiencing a significant downturn, with Bitcoin dropping below $88,000, reflecting a 2.43% decline within 24 hours [2] - As of the latest update, Bitcoin's price slightly rebounded to $88,547.7, marking a 1.9% decrease for the day [2] - Ethereum (ETH) is priced at $3,073, down 1.09%, while Solana (SOL) has decreased by 2.36% to $129.9 [3][4] Liquidation Data - Over the past 24 hours, more than 115,000 traders have been liquidated, with a total liquidation amount of $272 million, including $240 million from long positions and $36.48 million from short positions [4] - The liquidation amounts for different time frames include $2.7 million in the last hour, $90.19 million in the last four hours, and $180 million in the last 12 hours [5] Market Sentiment and Predictions - Jeff Park, head of Bitwise Alpha strategy, indicates that Bitcoin's recent price stagnation is due to OG holders continuously selling options, which suppresses price and implied volatility [6] - Standard Chartered has revised its Bitcoin price forecast, expecting it to reach $150,000 by the end of 2026, down from a previous estimate of $300,000, and delaying the long-term target of $500,000 from 2028 to 2030 [6] - The digital asset treasury (DAT) is reportedly lacking the valuation basis or momentum to continue buying Bitcoin, suggesting a potential end to significant buying pressure [6] ETF and Fund Flows - Bitcoin ETFs are facing selling pressure, with BlackRock's IBIT experiencing a net outflow of approximately $2.3 billion last month, marking the second-largest monthly outflow this year [7] - The expectation of a rate cut by the Federal Reserve in January has significantly diminished, contributing to the sell-off in risk assets [8] Broader Market Impact - The downturn in the cryptocurrency market coincides with a notable decline in stock markets in Japan and South Korea, indicating a broader risk-off sentiment among investors [9]

以太坊的走势也呈弱势，价格跌破2800美元/枚，日内跌6.36%。 此外，XRP、BNB、索拉纳币均跌超6%。 | 排名 币种 | | | 最新价格 | 24H涨幅 | 24H最高 | 24H最低 | 24H成交额 | 历史高/低 | 流通市值 | 总/流通数量 | 7天走势图 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | B | BTC 比特币 | $86505 ¥611746 | -4.57% | $90644 ¥641016 | $83989 ¥593953 | $929.12亿 ¥6570.53亿 | $126080 $67.81 | $1.73万亿 ¥122223.63亿 | 1995.64万 1995.64万 | 5 | | | | ETH | $2807.12 | | $3000.94 | $2724.95 | $372.45亿 | $4946.05 | $3393.79亿 | 1.21亿 | | | 2 | | 以太坊 | ¥19851 | -6.46% | ¥21222 | ¥1 ...

Market Overview - The U.S. stock market experienced a significant decline, with the Dow Jones Industrial Average dropping nearly 1%, and major tech stocks like Broadcom falling over 4% [1][3] - The VIX fear index surged by more than 5%, indicating increased market volatility [1] Cryptocurrency Market - The cryptocurrency market faced a severe sell-off, with Bitcoin dropping below $84,000, marking a decline of over 5% [1][4] - Ethereum, XRP, and HYPE also saw significant declines, with drops exceeding 7% [1][4] - In the last 24 hours, nearly $1 billion in cryptocurrency contracts were liquidated, affecting over 273,000 traders [1] Economic Indicators - The ISM manufacturing PMI for November was reported at 48.2, below expectations and indicating continued contraction in the manufacturing sector [8][9] - New orders index fell to 47.4, the fastest contraction since July, reflecting weak customer demand [9] - The employment index also declined to 44, suggesting a significant reduction in factory employment due to weak demand [10] Federal Reserve Outlook - Following the release of economic data, expectations for a rate cut by the Federal Reserve in December increased, with an 87.6% probability of a 25 basis point cut [11] - The uncertainty surrounding trade policies and high production costs continues to weigh on the manufacturing sector [11]

Market Overview - The U.S. stock market experienced a significant decline, with the Dow Jones falling nearly 1% and major tech stocks like Broadcom dropping over 4% [1][2] - The VIX fear index surged by over 5%, indicating increased market volatility [1] Cryptocurrency Market - The cryptocurrency market faced a severe sell-off, with Bitcoin dropping below $84,000, marking a decline of over 5% [1][2] - Ethereum, XRP, and HYPE also saw declines exceeding 7%, while Dogecoin and ZEC experienced drops of over 9% and 21%, respectively [2][3] - Approximately $1 billion in cryptocurrency contracts were liquidated within 24 hours, affecting over 273,000 traders [1] ETF and Investment Trends - The U.S. Bitcoin ETF saw only $70 million in net inflows last week, with a total outflow of approximately $4.6 billion over the past month [4] - The iShares Bitcoin Trust has faced five consecutive weeks of withdrawals, marking the longest outflow period since its inception in January 2024 [4] Economic Indicators - The ISM manufacturing PMI for November was reported at 48.2, indicating continued contraction in the manufacturing sector, with new orders index at 47.4 [6][7] - The weak demand and uncertainty in trade policies are contributing to the ongoing challenges faced by the manufacturing industry [6] Federal Reserve Outlook - Following the release of economic data, expectations for a Federal Reserve rate cut in December have increased, with an 87.6% probability of a 25 basis point cut [7]

Market Overview - The U.S. stock market experienced a significant downturn, with the Dow Jones Industrial Average dropping nearly 1%, and major tech stocks like Broadcom, Google, Microsoft, and Meta falling over 1% [1][2] - The decline in the stock market is linked to a sharp sell-off in the cryptocurrency market, highlighting the correlation between cryptocurrencies and high-risk assets [1][3] Cryptocurrency Market - On December 1, the cryptocurrency market faced severe selling pressure, with Bitcoin dropping below $84,000, marking a decline of over 5%. Other cryptocurrencies like Ethereum, XRP, and HYPE fell more than 7% [1][3] - The total liquidation in the cryptocurrency market reached nearly $1 billion within 24 hours, affecting over 273,200 traders [1] Key Data Points - Bitcoin's price was reported at $86,384.6, down 5.23%, with a 24-hour trading volume of approximately $137.6 billion. Ethereum was priced at $2,795.82, down 7.62%, with a trading volume of about $85.9 billion [4] - The cryptocurrency market is facing structural headwinds, particularly due to weak inflows into Bitcoin ETFs and a lack of buying interest at lower prices. The $80,000 level for Bitcoin is identified as a critical support point [4] Economic Indicators - Recent data from the U.S. ISM Manufacturing PMI indicated a contraction in factory activity, with a reading of 48.2, below the expected 49. This marks the ninth consecutive month below the neutral level of 50, indicating ongoing challenges in the manufacturing sector [7][8] - The November new orders index fell to 47.4, the fastest contraction since July, reflecting weak customer demand [7] - The market anticipates potential interest rate cuts from the Federal Reserve, with an 87.6% probability of a 25 basis point cut in December [8]

Group 1 - Cryptocurrency prices have significantly declined, with nearly $1 billion in leveraged positions being liquidated, contributing to a broader sell-off [1] - Bitcoin dropped 8% to $83,824 during New York trading, marking a nearly 30% decline since early October, while Ethereum fell 10% to a low of $2,719, down 36% over the past seven weeks [1] - Smaller, less liquid tokens have been hit harder, with the MarketVector index tracking the bottom half of the top 100 digital assets down nearly 70% this year [1] Group 2 - The U.S. spot Bitcoin ETF recorded only $70 million in net inflows last week, with a cumulative outflow of approximately $4.6 billion over the past month, primarily from iShares Bitcoin Trust [2] - The market sentiment is expected to remain risk-averse, with Bitcoin's $80,000 seen as a critical support level [2] - Global macroeconomic turmoil is impacting digital asset markets, with Japan's stock market decline and signals of potential interest rate hikes from the Bank of Japan [2]

（责任编辑：董萍萍 ） 加密货币价格周一大幅下跌，FalconX亚太区衍生品交易主管Sean McNulty表示，市场带着避险情 绪开始12月，最大的担忧是比特币ETF资金流入稀少，以及缺乏逢低买入者。他预计本月结构性阻力将 持续，将8万美元视为比特币下一个关键支撑位。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...