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CryptoQuant CEO:比特幣資本效率持續下降,下輪牛市有賴機構深度入場

2026-07-01 14:31:53

ChainCatcher 消息,CryptoQuant CEO 發文表示,比特幣資本效率正持續下滑------2011 年僅 500 萬美元淨流入即可推動價格翻倍,本輪週期則需約 1,010 億美元方能實現同等效果。其認為,下一輪拋物線式牛市週期或需數萬億美元級別的淨資本流入,比特幣須從散戶主導的 ETF 交易轉型為核心宏觀資產。若比特幣實際市值能突破 1 萬億美元,下一輪牛市仍有望發生,而黃金當前市值已達 27 萬億美元,對比之下增長空間依然可觀。

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