Bitfinex Alpha: FTX's Gloom Adds to Macro Dilemma
2022-11-15 14:11
Odaily星球日报讯 <span class="font">Bitfinex</span>发布第30期Bitfinex Alpha报告“<span class="font">FTX</span>的阴霾加剧宏观困境”表示,FTX的下跌将对整个加密行业产生令人沮丧的影响,并将在一段时间内抑制价格。这不仅动摇了人们的信心,而且很可能助长了监管机构做出反应的决心,这可能是一种过度的行为。这应该让加密<span class="font">投资</span>者保持警惕。
然而,在我们看来,FTX的崩溃并不是由加密<span class="font">货币</span>的波动性造成的,而是由于未能充分管理风险,以及在使用客户资产方面可能存在的犯罪渎职行为。
除了FTT争论之外,根据链上部分,我们评估了比特币的流通供应量,以及<span class="font">钱包</span>中代币的实际成本基础与当前价值的对比。我们得出结论,许多代币都处于亏损状态,从技术上讲,根据之前的市场周期,我们可能只走了熊市的一半。然而,由于FTT崩溃的外部影响,我们可能会经历比图表目前预测的更长的低迷期。
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