QCP:比特币年末上涨动能减弱,展望 2025 年机构配置或成关键
2024-12-31 08:45:43
QCP 资本指出,随着年底到来,BTC 的势头明显减弱,上行受限于抛售压力,自 12 月 19 日以来现货 ETF 净流出 18 亿美元,MicroStrategy 的 BTC 购买量明显放缓。展望 2025 年,关键催化剂可能出现在 1 月份,因为机构将重新调整资产配置,预计比特币机构配置比例将增加,巩固市场主导地位,稳定现货波动,并推动市场对下行保护需求的增长。
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