比特币场外交易储备飙升至 2021 年以来的历史最高水平

CoinMarketCap 的数据显示，过去一个月，比特币价格经历了大幅波动，最终累计下跌 3.09%。

Over the last month, the price of Bitcoin (CRYPTO: BTC) has experienced minimal change, losing 3.09% in total, as reported by CoinMarketCap. Despite experiencing waves of a price rally, the crypto market leader failed to reclaim the $65,000 price zone throughout August.

据 CoinMarketCap 报道，过去一个月，比特币（CRYPTO：BTC）的价格变化很小，总共下跌了 3.09%。尽管经历了价格上涨的浪潮，但加密货币市场的领导者未能在整个 8 月份夺回 65,000 美元的价格区域。

However, institutional investors have taken the opportunity to strengthen their position in the Bitcoin market amid this bear market.

然而，在熊市中，机构投资者却借此机会加强了在比特币市场的地位。

Bitcoin OTC Reserves Surge At Record Since 2021

自 2021 年以来，比特币场外交易储备激增创纪录水平

In a Quicktake post on CryptoQuant, an analyst with the username caueconomy made an observation on the purchasing behavior of Bitcoin institutional investors. By monitoring transactions of Bitcoin’s over-the-counter (OTC) addresses, this analyst gathered that these parties have been rapidly increasing their holdings in the past few weeks.

在 CryptoQuant 的 Quicktake 帖子中，一位用户名为 caueconomy 的分析师对比特币机构投资者的购买行为进行了观察。通过监控比特币场外交易（OTC）地址的交易，这位分析师发现这些各方在过去几周内一直在迅速增加其持有量。

These large-scale transactions are usually conducted off exchanges and credited to OTC addresses. Monitoring the net flow of Bitcoin into and out of these addresses provides insight into the purchasing and selling activities of whales and institutional investors.

这些大规模交易通常在交易所外进行并记入场外交易地址。监控进出这些地址的比特币净流量可以深入了解鲸鱼和机构投资者的购买和销售活动。

As institutional investors often prefer OTC trading over exchanges for large transactions — as it allows them to buy or sell large quantities of cryptocurrencies without moving the market price significantly — caueconomy noted that these investors have now acquired 57,000 BTC, valued at $3.65 billion, in the last 30 days, which marks a purchase scale last seen in 2021.

由于机构投资者通常更喜欢场外交易而不是交易所进行大额交易，因为这允许他们在不大幅波动市场价格的情况下买卖大量加密货币，caeconomy 指出，这些投资者目前已在 2019 年购买了 57,000 枚 BTC，价值 36.5 亿美元。过去 30 天，这标志着 2021 年最后一次出现购买规模。

The analyst notes that this buying activity is unusual as high levels of institutional OTC trading usually occur during periods of high volatility in contrast to the low price volatility that has been largely present in the BTC market over the last few weeks.

分析师指出，这种购买活动不同寻常，因为机构场外交易的高水平通常发生在高波动时期，而过去几周比特币市场主要出现低价格波动。

However, caueconomy postulates that this large-scale acquisition may be targeted at planned token offload in cases of “adverse” market reaction. In contrast, whales and institutional investors’ purchase of large amounts of an asset especially during market lows represents a bullish signal of confidence in future profitability.

然而，caeconomy 假设，这种大规模收购可能是为了在市场反应“不利”的情况下计划进行代币卸载。相比之下，鲸鱼和机构投资者购买大量资产，尤其是在市场低点期间，代表着对未来盈利能力充满信心的看涨信号。

Most recently, the premier cryptocurrency experienced a price boost on Friday, after US Federal Reserve Chairman Jerome Powell affirmed an incoming interest rate cuts over the next few months. Bitcoin rose by 4.84% to reach a peak of $64,879, just shy of the prominent $65,000 resistance zone.

最近，在美联储主席杰罗姆·鲍威尔确认未来几个月将降息后，这种主要加密货币的价格在周五出现上涨。比特币上涨 4.84%，达到 64,879 美元的峰值，略低于 65,000 美元的重要阻力区。

Commenting on this development, Uto Shinohara, financial expert and managing director of an asset investment company Mesirow, predicted a rate cut of 30bps in September and a total rate cut of 95 to 100 bps by the end of 2024.

资产投资公司 Mesirow 的金融专家兼董事总经理 Uto Shinohara 在评论这一事态发展时预计 9 月份降息 30 个基点，到 2024 年底总降息 95 至 100 个基点。

If such predictions prove true, Bitcoin and other cryptocurrencies are expected to surge in demand in the coming months which could translate into significant profits for institutional investors.

如果这种预测属实，那么比特币和其他加密货币的需求预计将在未来几个月激增，这可能会为机构投资者带来可观的利润。

BTC Price Overview

比特币价格概览

According to data from CoinMarketCap, Bitcoin trades at $63,905 with a price gain of 5.38% in the last 24 hours. In tandem, the asset’s daily trading volume is up by 64.53% and valued at $42.94 billion.

根据 CoinMarketCap 的数据，比特币交易价格为 63,905 美元，过去 24 小时内涨幅为 5.38%。与此同时，该资产的日交易量增长了 64.53%，价值 429.4 亿美元。