比特幣 (BTC) 12 小時內兩次跌破 50,000 美元後反彈 8%

銀行業巨頭摩根大通表示，面對跨資產類別正在進行的加密貨幣市場清算，「逢低買入」的機會很快就會出現。

Banking giant JPMorgan has stated that amid the ongoing crypto market sell-off across asset classes, a ‘buy-the-dip’ opportunity will present itself soon. From a daily low of around $50,000, Bitcoin (BTC) has seen a dramatic comeback of over 8%, rebounding above $54,000 and triggering short liquidations in the crypto market.

銀行業巨頭摩根大通表示，在加密貨幣市場各資產類別持續拋售的情況下，「逢低買入」的機會很快就會出現。從每日 50,000 美元左右的低點開始，比特幣 (BTC) 大幅反彈超過 8%，反彈至 54,000 美元以上，並引發加密市場的空頭清算。

Bitcoin Recovers, Shorts Liquidated

比特幣復甦，空頭清算

Bitcoin rebounded 8% after falling below $50,000 twice in 12 hours. This major reversal saw almost $40 million in Bitcoin short positions sold off in the last hour, according to Coinglass. Recent crypto market short liquidations total $57 million.

比特幣在 12 小時內兩次跌破 50,000 美元後反彈 8%。根據 Coinglass 的數據，這一重大逆轉導致近 4000 萬美元的比特幣空頭頭寸在最後一小時被拋售。最近的加密貨幣市場空頭清算總額為 5,700 萬美元。

As the selloff in global stocks intensified Monday, JPMorgan Chase’s trading desk said the rotation out of the technology sector might be “mostly done” and the market is “getting close” to a tactical opportunity to buy the dip https://t.co/Hr6oaXHJ1b

隨著週一全球股市拋售加劇，摩根大通交易部門表示，科技板塊的輪動可能“大部分完成”，市場“接近”逢低買入的戰術機會 https://t.co /Hr6oaXHJ1b

— Bloomberg (@business) August 5, 2024

— 彭博 (@business) 2024 年 8 月 5 日

JPMorgan’s Strategic Outlook

摩根大通的戰略展望

The JPMorgan trading desk observed that the rotation in the tech sector is virtually complete and that the market is very close to providing a “tactical” buy-the-dip opportunity as the selloff in worldwide markets became more pronounced on Monday. Early trading hours saw the Nasdaq drop by 5%, therefore demands for a potential Fed emergency conference gained traction.

摩根大通交易部門觀察到，科技部門的輪動實際上已經完成，隨著週一全球市場的拋售變得更加明顯，市場非常接近提供「戰術性」逢低買入的機會。早盤交易時段，那斯達克指數下跌 5%，因此聯準會召開緊急會議的呼聲越來越高。

Head of positioning Intelligence For JPMorgan John Schlegel said:

摩根大通定位情報主管 John Schlegel 表示：

“Generally, we believe we are approaching a tactical chance to buy-the-dip; our Tactical Positioning Monitor might dive deeper in the next several days. That said, future macro data will determine whether or not we see a robust rebound.”

「總的來說，我們認為我們正在接近逢低買入的戰術機會；我們的戰術定位監視器可能會在接下來的幾天內深入研究。也就是說，未來的宏觀數據將決定我們是否會看到強勁反彈。

Sentiment And Volatility Of Markets

市場情緒和波動性

HODL pic.twitter.com/qIMam5yFaI

HODL pic.twitter.com/qIMam5yFaI

— Michael Saylor⚡️ (@saylor) August 5, 2024

— Michael Saylor⚡️ (@saylor) 2024 年 8 月 5 日

JPMorgan has also lowered its year-to-date crypto net flow estimate from $12 billion to $8 billion, mainly due to the decrease in Bitcoin reserves across exchanges over the past month. The bank cited factors such as the German government’s sales of seized assets, Gemini creditors, and Mt. Gox.

摩根大通也將今年迄今的加密貨幣淨流量預估從 120 億美元下調至 80 億美元，這主要是由於過去一個月各交易所的比特幣儲備減少。該銀行列舉了德國政府出售扣押資產、Gemini債權人和Mt. Gox等因素。

Prominent crypto players like Michael Saylor of MicroStrategy, who keep their Bitcoin investments despite the current dip, show a degree of trust among important market participants. But the volatility index has soared dramatically to exceed 50 levels, last seen during the COVID-19 pandemic crisis of April 2020.

像 MicroStrategy 的 Michael Saylor 這樣的著名加密貨幣參與者儘管目前比特幣價格下跌，但仍然保留了比特幣投資，這表明重要市場參與者之間存在一定程度的信任。但波動性指數已大幅飆升至 50 以上，上次出現是在 2020 年 4 月的 COVID-19 大流行危機期間。

Analysts warn that, particularly if the Fed’s activities aggravate market volatility, the recovery of the crypto market could not be quick even if there might be chances to purchase.

分析師警告說，特別是如果聯準會的活動加劇市場波動，即使可能有購買機會，加密貨幣市場的復甦也不會很快。

The present rebound in the cryptocurrency market may be short-lived, according to JPMorgan analysts, who have cast doubt on the durability of the upswing. Fears of a recession have prompted a total outflow of $400 million from the cryptocurrency market, with Bitcoin seeing the largest drop.

摩根大通分析師表示，目前加密貨幣市場的反彈可能是短暫的，他們對上漲的持久性表示懷疑。對經濟衰退的擔憂導致加密貨幣市場總計流出 4 億美元，其中比特幣跌幅最大。

The erratic market circumstances call for caution even if JPMorgan’s study and the latest behavior of Bitcoin point to possible purchasing. Future macroeconomic data as well as the activities of central banks such as the Federal Reserve will probably determine the comeback of the crypto market.

即使摩根大通的研究和比特幣的最新行為表明可能出現購買行為，但不穩定的市場環境仍需要謹慎。未來的宏觀經濟數據以及聯準會等央行的活動可能將決定加密貨幣市場的復甦。

Featured image from Pixabay, chart from TradingView

精選圖片來自 Pixabay，圖表來自 TradingView