数据显示，比特币 (BTC) 鲸鱼在 7 月份增加了 5.4B 美元的 BTC

由于加密货币经历了双向价格波动，7 月份大户纷纷逢低吸纳。

Large bitcoin (BTC) holders boosted their coin stash in July at the fastest pace in years, capitalizing on the two-way price volatility in a display of confidence.

大型比特币 (BTC) 持有者在 7 月份以多年来最快的速度增加了他们的比特币储备，利用双向价格波动来展示信心。

Addresses owning at least 0.1% of BTC's circulating supply snapped up over 84K BTC, as per data tracked by blockchain analytics firm IntoTheBlock and TradingView. At current market prices, that's roughly $5.4 billion. It marks the biggest single-month tally in BTC terms since October 2014.

根据区块链分析公司 IntoTheBlock 和 TradingView 跟踪的数据，拥有至少 0.1% BTC 流通供应量的地址抢购了超过 84K BTC。按目前的市场价格计算，这大约是 54 亿美元。这是自 2014 年 10 月以来以 BTC 计算的最大单月成交量。

The accumulation was characterized by bargain hunting during the early July price dip to under $55,000 and brief pauses in the subsequent recovery to $69,000. BTC ended July with a meager 3% gain, as per CoinDesk data.

增持的特点是 7 月初价格跌至 55,000 美元以下期间逢低吸纳，并在随后恢复至 69,000 美元期间短暂停顿。根据 CoinDesk 的数据，BTC 7 月末仅上涨了 3%。

The strategic accumulation likely indicates a strong belief that the prolonged consolidation phase between $50,000 and $70,000 will eventually end with a bullish breakout, extending the initial rally from $16,000.

战略吸筹可能表明人们坚信，50,000 美元至 70,000 美元之间的长期盘整阶段最终将以看涨突破结束，从而延续 16,000 美元的最初反弹。

"A rate cut in September, would provide a sense of bullishness and could generally increase liquidity in the market, which will be positive for Bitcoin and other cryptocurrencies as investors seek higher returns outside traditional assets," Bitfinex Head of Derivatives Jag Kooner told CoinDesk in an email.

Bitfinex 衍生品主管 Jag Kooner 告诉 CoinDesk，“9 月份降息将带来看涨情绪，总体上可能会增加市场流动性，这对比特币和其他加密货币有利，因为投资者寻求传统资产之外的更高回报。”一封电邮。

On Wednesday, Federal Reserve Chair Jerome Powell said that interest rates could be cut as soon-as September, adding that the economic data needs to back up the potential renewed liquidity easing. The central bank held its benchmark interest rate steady in the 5.25%-5.50% range, maintaining a status quo as expected.

周三，美联储主席杰罗姆·鲍威尔表示，最快可能在 9 月份降息，并补充说，经济数据需要支持潜在的新一轮流动性宽松政策。央行维持基准利率稳定在5.25%-5.50%区间，符合预期。

"The Fed has been striving for a 'soft landing,' and if the data allows them to cut, and it is certainly moving in that direction relative to their forecasts, then we think they will seize the opportunity," ING stated in a daily note to clients.

“美联储一直在努力实现‘软着陆’，如果数据允许他们降息，而且相对于他们的预测，美联储确实正在朝这个方向发展，那么我们认为他们会抓住这个机会，”ING在日报中表示。给客户的注意事项。

"We expect officials to start moving monetary policy from 'restrictive' territory to "slightly less" restrictive policy from September with additional cuts in November and December."

“我们预计官员们将从 9 月开始将货币政策从‘限制性’转向‘稍微放松’的限制性政策，并在 11 月和 12 月进一步降息。”

The bullish sentiment also stems from renewed capital inflows via stablecoins or digital assets with values pegged to external references like the U.S. dollar.

看涨情绪还源于通过稳定币或数字资产重新流入资本，这些资产的价值与美元等外部参考挂钩。

Per CCData, the total market capitalization of stablecoins rose 2.11% to $164 billion in July, the highest since April 2022. "This is the highest monthly rise in the stablecoins market capitalization since April, suggesting inflows of new capital into the markets as reflected by the positive price action of digital assets in July," CCData said in a report shared with CoinDesk.

根据 CCData 的数据，7 月份稳定币总市值上涨 2.11%，达到 1640 亿美元，为 2022 年 4 月以来的最高水平。“这是自 4 月份以来稳定币市值的最高月度涨幅，表明新资本流入市场，如下所示： CCData 在与 CoinDesk 分享的一份报告中表示，7 月份数字资产的积极价格走势。

Kooner added that the diminishing impact of negative news is assuring to the bulls.

库纳补充说，负面消息影响的减弱让多头感到放心。

"There is a lot of confidence in the market at the moment particularly as even potentially negative news like the Mt. Gox Distribution, German Government selling and a lot of recent significant on Chain movements have not been able to substantially impact the Bitcoin price to the downside," he said.

“目前市场信心十足，尤其是即使是 Mt.Gox 发行、德国政府抛售等潜在的负面消息以及最近许多重大的链上运动也未能对比特币价格产生实质性影响。缺点，”他说。