比特币 (BTC) 12 小时内两次跌破 50,000 美元后反弹 8%

银行业巨头摩根大通表示，面对跨资产类别正在进行的加密货币市场清算，“逢低买入”的机会很快就会出现。

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.

银行业巨头摩根大通表示，在加密货币市场各资产类别持续抛售的情况下，“逢低买入”的机会很快就会出现。从每日 50,000 美元左右的低点开始，比特币 (BTC) 大幅反弹超过 8%，反弹至 54,000 美元以上，并引发加密市场的空头清算。

Bitcoin Recovers, Shorts Liquidated

比特币复苏，空头清算

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.

比特币在 12 小时内两次跌破 50,000 美元后反弹 8%。根据 Coinglass 的数据，这一重大逆转导致近 4000 万美元的比特币空头头寸在最后一个小时被抛售。最近的加密货币市场空头清算总额为 5700 万美元。

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

随着周一全球股市抛售加剧，摩根大通交易部门表示，科技板块的轮动可能“大部分完成”，市场“接近”逢低买入的战术机会 https://t.co /Hr6oaXHJ1b

— Bloomberg (@business) August 5, 2024

— 彭博社 (@business) 2024 年 8 月 5 日

JPMorgan’s Strategic Outlook

摩根大通的战略展望

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.

摩根大通交易部门观察到，科技板块的轮动实际上已经完成，随着周一全球市场的抛售变得更加明显，市场非常接近提供“战术性”逢低买入的机会。早盘交易时段，纳斯达克指数下跌 5%，因此美联储召开紧急会议的呼声越来越高。

Head of positioning Intelligence For JPMorgan John Schlegel said:

摩根大通定位情报主管 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.”

“总的来说，我们认为我们正在接近逢低买入的战术机会；我们的战术定位监视器可能会在接下来的几天内深入研究。也就是说，未来的宏观数据将决定我们是否会看到强劲反弹。”

Sentiment And Volatility Of Markets

市场情绪和波动性

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.

摩根大通还将今年迄今的加密货币净流量预估从 120 亿美元下调至 80 亿美元，这主要是由于过去一个月各交易所的比特币储备减少。该银行列举了德国政府出售扣押资产、Gemini债权人和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 这样的著名加密货币参与者尽管目前比特币价格下跌，但仍然保留了比特币投资，这表明重要市场参与者之间存在一定程度的信任。但波动性指数已大幅飙升至 50 以上，上次出现是在 2020 年 4 月的 COVID-19 大流行危机期间。

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.

分析师警告说，特别是如果美联储的活动加剧市场波动，即使可能有购买机会，加密货币市场的复苏也不会很快。

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.

摩根大通分析师表示，目前加密货币市场的反弹可能是短暂的，他们对上涨的持久性表示怀疑。对经济衰退的担忧导致加密货币市场总计流出 4 亿美元，其中比特币跌幅最大。

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币的最新行为表明可能出现购买行为，但不稳定的市场环境仍需要谨慎。未来的宏观经济数据以及美联储等央行的活动可能将决定加密货币市场的复苏。

Featured image from Pixabay, chart from TradingView

精选图片来自 Pixabay，图表来自 TradingView