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Bitwise CIO:加密寒冬或將結束,機構資金流入掩蓋真實市場狀況

2026-02-03 20:09:12

ChainCatcher 消息,据 The Block 報導,Bitwise CIO Matt Hougan 在最新客戶備忘錄中表示,加密市場自 2025年 1 月以來已處於"全面的加密寒冬"狀態,比特幣下跌約 39%,以太坊下跌約 53%。他指出,ETF 和數字資產庫購買了超過 74.4 萬枚比特幣(約 750 億美元),這掩蓋了市場的真實弱勢。儘管如此,Hougan 認為目前市場更接近復甦而非進一步下跌,並指出監管進展、機構採用和代幣化等領域的結構性進步仍在持續。他表示,加密寒冬通常以市場疲憊而非興奮結束,當前的絕望和疲憊情緒與之前市場底部的狀況相似。

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