Odaily星球日报讯 根据 NYDIG 研究主管 Greg Cipolaro 的分析,美国机构投资者与离岸交易员在比特币市场的情绪出现分歧。目前,CME(芝商所)比特币期货年化基差高于离岸交易所 Deribit,显示出美国对冲基金等机构仍倾向于支付溢价维持多头头寸,而离岸市场杠杆长线敞口的兴趣则明显下降。
针对此前市场关于“量子计算威胁”导致比特币跌至 60,000 美元的传言,NYDIG 认为数据并不支持该逻辑。近期比特币走势与 IONQ、D-Wave 等量子计算相关股票呈现正相关性,而非反向背离。如果量子计算确实构成针对性威胁,相关股票应在比特币下跌时上涨。目前的同步下跌反映出市场对长线成长型资产的整体风险偏好下降。此外,Google Trends 数据显示,相关搜索量的增加通常随币价上涨而非下跌,表明该话题更多源于市场热度而非恐慌抛售。(CoinDesk)
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