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分析师:持仓超 1 年比特币供应量月增 21.7 万枚,长期持有者仍在积累

2026-07-31 12:00:55

ChainCatcher 消息,CryptoQuant 分析师 Darkfost 表示,自去年 12 月以来,持有超过 1 年的比特币供应量持续增加,近期月度均值达 +21.7 万枚,表明许多在更高价位买入的持有者仍在坚持持有。

不过他指出,虽然这为市场构建了坚实基础,但也反映出当前需求疲弱——在强劲看涨反弹期间,持有超 1 年的供应量始终为负,因短期持有者在牛市中涌入而长期持有者获利了结。分析师认为,比特币正在为健康的看涨复苏构建必要基础,但这需要时间,重建真实需求是长期过程,目前需要耐心但整体趋势积极。

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