比特币，山寨币和机构流入：加密货币的纽约分钟

比特币的实力随机构需求而增长，而altcoins逐渐减弱。将ETF和技术指标支持BTC，与以太坊的斗争形成鲜明对比。

Alright, crypto enthusiasts, let's cut to the chase. Bitcoin's been flexing its muscles, leaving altcoins in the dust, all thanks to those big institutional players and some savvy market moves. Here's the lowdown.

好吧，加密爱好者，让我们追逐。比特币一直在弯曲肌肉，将山寨币留在灰尘中，这要归功于那些大型机构参与者和一些精明的市场动作。这是低点。

Bitcoin's Dominance: Institutions are Buying In

比特币的主导地位：机构正在购买

Bitcoin is trading near its all-time high, hovering around $105,000, while Ethereum is struggling to catch up. Spot Bitcoin ETFs in the U.S. have seen over a billion dollars in net inflows recently. This surge indicates a growing institutional appetite for Bitcoin over altcoins. Even the Bitcoin Macro Oscillator (BMO) suggests there's still room for Bitcoin to grow before it hits a ceiling. Public companies are increasingly holding Bitcoin, with a 135% increase this year, underscoring its growing influence as a store of value.

比特币的交易量接近其历史最高水平，徘徊在105,000美元左右，而以太坊正努力追赶。最近，美国的现货比特币ETF最近看到了超过十亿美元的净流入。这次激增表明，对山寨币对比特币的机构需求不断增长。甚至比特币宏振荡器（BMO）也暗示，在撞到天花板之前，还有比特币要生长的空间。上市公司越来越多地持有比特币，今年增长了135％，强调了其作为价值存储的日益增长的影响力。

Altcoins Losing Steam: A Shift in Investor Sentiment

Altcoins失去Steam：投资者情绪的转变

Altcoins, on the other hand, aren't looking so hot. Data shows a sharp decline in altcoin volume activity since February 2025. The one-year cumulative buy/sell quote volume difference for altcoins has plummeted, signaling that buyers are backing off. Unless we see a resurgence in volume accumulation, expecting a full-blown altseason might be wishful thinking. Even Ethereum, a leading altcoin, hasn't attracted the same buying interest as Bitcoin.

另一方面，AltCoins看起来并不那么热。数据显示，自2025年2月以来，AltCoin量活动的急剧下降。替代币的一年累积买入报价量差异暴跌，表明买家正在退缩。除非我们看到数量积累的复兴，否则期望全面的季节可能是一厢情愿的想法。即使是领先的Altcoin，甚至以太坊也没有吸引与比特币相同的购买兴趣。

The Fidelity Angle: Long-Term HODLing is Real

富达角度：长期霍德林是真实的

Fidelity Digital Assets highlights that more Bitcoin is reaching the 10-year holding mark than new coins being mined daily. This "ancient supply" is growing, indicating long-term confidence in Bitcoin. While some investors are taking profits, the trend shows a strong inclination to hold onto Bitcoin for the long haul. Fidelity predicts that ancient supply could make up 20% of all BTC by 2028.

富达数字资产强调，比每天开采的新硬币更多的比特币达到了10年的持有标记。这种“古老的供应”正在增长，表明对比特币的长期信心。尽管一些投资者正在获利，但这种趋势表明长期以来一直坚持比特币。富达预测，到2028年，古代供应可能占所有BTC的20％。

Is there Altcoin opportunity?

有Altcoin机会吗？

While Bitcoin hogs the spotlight, some altcoins are quietly making moves. Newton (AB), SPX6900, WhiteBIT Token (WBT), Hyperliquid (HYPE), and WhiteRock (WHITE) have shown significant gains recently, proving that opportunities exist beyond the big names. These coins offer a reminder to look beyond the obvious and explore the broader crypto landscape.

当比特币成为焦点时，一些山寨币正在悄悄地进行动作。牛顿（AB），SPX6900，Whitebit代币（WBT），Hyproliquid（Hype）和Whiterock（White）最近显示出巨大的收益，证明了机会超出了大人物。这些硬币提醒您超越了明显的，并探索更广泛的加密景观。

A Personal Take: Bitcoin's Safe Haven Appeal

个人看法：比特币的避风港吸引力

Here's my two cents: Bitcoin's appeal as a safe haven is growing stronger. The institutional inflows and the increasing "ancient supply" suggest that Bitcoin is maturing into a long-term store of value. Sure, altcoins can offer exciting short-term gains, but Bitcoin's stability and institutional backing make it a more reliable bet in the long run. Plus, with the rise of tokens like $BTCBULL, even the average Joe can get a piece of the Bitcoin action without breaking the bank.

这是我的两分钱：比特币作为避风港的吸引力越来越强。制度流入和越来越多的“古代供应”表明比特币正在成熟到长期的价值存储中。当然，AltCoins可以提供令人兴奋的短期收益，但是比特币的稳定性和机构支持使其从长远来看更为可靠。另外，随着$ btcbull等令牌的兴起，即使是普通的乔也可以在不破坏银行的情况下获得比特币动作的一部分。

The Bottom Line

底线

So, what's the takeaway? Bitcoin is the king of the crypto castle right now, fueled by institutional interest and long-term holding. Altcoins are facing headwinds, but hidden gems still exist. Keep your eyes peeled, do your homework, and remember, even in the wild world of crypto, a little bit of New York street smarts can go a long way.

那么，收获是什么？比特币是目前的加密城堡之王，在机构利益和长期持有的推动下。 AltCoins面临逆风，但隐藏的宝石仍然存在。保持眼睛剥皮，做作业，并记住，即使在加密人物的野生世界中，纽约街头的聪明人也会走很长一段路。