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Bitwise CIO:加密寒冬或将结束,机构资金流入掩盖真实市场状况

2026-02-03 20:09:12

ChainCatcher 消息,据 The Block 报道,Bitwise CIO Matt Hougan 在最新客户备忘录中表示,加密市场自 2025年 1 月以来已处于"全面的加密寒冬"状态,比特币下跌约 39%,以太坊下跌约 53%。他指出,ETF 和数字资产库购买了超过 74.4 万枚比特币(约 750 亿美元),这掩盖了市场的真实弱势。尽管如此,Hougan 认为目前市场更接近复苏而非进一步下跌,并指出监管进展、机构采用和代币化等领域的结构性进步仍在持续。他表示,加密寒冬通常以市场疲惫而非兴奋结束,当前的绝望和疲惫情绪与之前市场底部的状况相似。

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