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MSFT $524.66 -4.48%
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MU $900.51 -5.05%
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10x Research:部分代币反弹由现货驱动,山寨币表现未来或将优于比特币

2025-12-10 16:29:06

ChainCatcher 消息,10x Research 在社交媒体上发文表示,比特币的主导地位正在下滑,而新鲜流动性正重返市场,这一拐点在历史上往往预示着山寨币将接棒领涨。

模型持续显示近三个月的 BTC 偏好后,最新信号指向市场表现格局可能出现转变。稳定币的持续流入正在悄然重建风险偏好的资金基础,尽管交易量仍低于周期峰值水平。部分代币的反弹是由现货驱动而非杠杆驱动,这表明本轮轮动相比之前的虚假启动更为健康。

与此同时,永续合约交易活跃的平台持续表现滞后,暗示过度扩张的仓位正在这些地方进行平仓。如果这次转向是真实的,那么表现最强的可能不是那些呼声最高的概念,而是那些已在暗处默默吸筹的资产。

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