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分析師:持倉超 1 年比特幣供應量月增 21.7 萬枚,長期持有者仍在積累

2026-07-31 12:00:55

ChainCatcher 消息,CryptoQuant 分析師 Darkfost 表示,自去年 12 月以來,持有超過 1 年的比特幣供應量持續增加,近期月度均值達 +21.7 萬枚,表明許多在更高價位買入的持有者仍在堅持持有。

不過他指出,雖然這為市場構建了堅實基礎,但也反映出當前需求疲弱------在強勁看漲反彈期間,持有超 1 年的供應量始終為負,因短期持有者在牛市中湧入而長期持有者獲利了結。分析師認為,比特幣正在為健康的看漲復甦構建必要基礎,但這需要時間,重建真實需求是長期過程,目前需要耐心但整體趨勢積極。

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