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CryptoQuant 首席执行官 Ki Young Ju 认为,当前的比特币 ($BTC) 涨势与之前的周期有很大不同。他解释说,流入比特币的资本性质已经发生了变化。现在推动比特币增长的是机构投资者和现货 ETF,而不是加密货币交易所的散户交易者。
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CryptoQuant 首席执行官分析山寨币季延迟的原因
✨ 由于比特币在机构需求的推动下占据主导地位,受 ETF 和外部交易所资本的推动,小型山寨币被边缘化,山寨币季延迟。
✨ 选择性山寨币季出现,Solana 和 meme 币受到追捧,而大多数山寨币因零售流动性缺口而陷入困境。
✨ 分析师预测,山寨币必须独立创新,因为比特币的机构驱动增长重塑了传统的市场溢出动态。
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