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伯恩斯坦研究公司指出,尽管经济衰退担忧和美国关税政策的不确定性令股市震荡,但比特币的表现却“令人印象深刻”。自美国公布全面关税计划的第二天(上周四)至本周一,比特币下跌约7%。同期,主要股指跌幅更大,道琼斯工业平均指数和标准普尔500指数均下跌约10%,纳斯达克综合指数下跌11%。
, C1 m1 a5 c! R伯恩斯坦分析师Gautam Chhugani周二在一份报告中表示,比特币近期相对强劲的表现得益于新的机构需求,即比特币交易所交易基金(ETF)和企业比特币储备(如MicroStrategy)。他指出,大部分抛售比特币的是短期散户交易员,这就解释了比特币价格的韧性。历史上,比特币的跌幅更大,主要是由散户恐慌大量投降所致。向机构所有权的过渡显然有所帮助,ETF目前约占总供应量的5%,另有约5%由企业持有。
& @7 q0 j" J5 d+ m5 K% c! ]; T; q1 WChhugani指出,尽管比特币今年下跌了15%,但比特币ETF的资金流入仍然为正——年初至今流入约7.7亿美元,过去30天流出9.11亿美元。他还补充说,企业对比特币的持有也推动了需求,其资本期限超过五年。 8 e/ y. V: R: f8 K' \
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