BTC $80,784.02 -0.73%
ETH $2,336.02 -1.23%
BNB $744.47 -1.11%
XRP $1.28 -3.74%
SOL $99.95 -2.62%
TRX $0.3312 +0.57%
DOGE $0.0793 -0.75%
ADA $0.2023 -1.94%
BCH $287.27 -0.18%
LINK $11.69 -1.06%
HYPE $93.64 +15.02%
AAVE $133.53 -2.12%
SUI $0.9307 -1.80%
XLM $0.1693 -1.86%
ZEC $1,324.87 +2.37%
AAPL $349.19 +1.52%
AMZN $244.08 -4.08%
GOOGL $283.77 -12.71%
MSFT $530.35 -0.11%
META $625.91 +2.18%
NVDA $213.61 -0.77%
TSLA $403.85 -0.14%
SNDK $1,333.56 -5.21%
INTC $92.11 -3.59%
SPCX $144.02 -0.88%
MU $934.83 -5.06%
AMD $566.64 -2.06%
BTC $80,784.02 -0.73%
ETH $2,336.02 -1.23%
BNB $744.47 -1.11%
XRP $1.28 -3.74%
SOL $99.95 -2.62%
TRX $0.3312 +0.57%
DOGE $0.0793 -0.75%
ADA $0.2023 -1.94%
BCH $287.27 -0.18%
LINK $11.69 -1.06%
HYPE $93.64 +15.02%
AAVE $133.53 -2.12%
SUI $0.9307 -1.80%
XLM $0.1693 -1.86%
ZEC $1,324.87 +2.37%
AAPL $349.19 +1.52%
AMZN $244.08 -4.08%
GOOGL $283.77 -12.71%
MSFT $530.35 -0.11%
META $625.91 +2.18%
NVDA $213.61 -0.77%
TSLA $403.85 -0.14%
SNDK $1,333.56 -5.21%
INTC $92.11 -3.59%
SPCX $144.02 -0.88%
MU $934.83 -5.06%
AMD $566.64 -2.06%

数据:比特币机构持仓三个月缩水 10%,企业金库模式承压

2026-08-06 20:53:47

ChainCatcher 消息,据 Cointelegraph 报道,CryptoQuant 链上数据显示,包括信托、ETF 及封闭式基金在内的机构 BTC 合计持仓,已从三个月前的 133 万枚降至 120 万枚,降幅约 10%

与此同时,企业比特币金库模式亦面临压力。分析师 Novaque Research 指出,当前多家比特币金库公司市值已跌破其 BTC 持仓净资产值(NAV),此前“股价溢价→融资买币→强化溢价”的正向循环机制已明显减弱。持仓最大的上市公司 Strategy 上周更出售了 1,638 枚 BTC。

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