比特币价格已跌至 54,000 美元——原因如下

周日晚上，加密货币市场经历了严重的闪电崩盘，比特币下跌 9.65% 至 2 月份以来的最低水平，以太币跌破 2,400 美元。

Bitcoin price dropped below $54,000 on Sunday evening as a broader crypto market flash crash saw Bitcoin fall 9.65% to its lowest level since February, while Ether dropped below $2,400.

周日晚上，由于更广泛的加密货币市场闪崩，比特币价格下跌 9.65％，至 2 月份以来的最低水平，比特币价格跌破 54,000 美元，而以太币价格跌破 2,400 美元。

The decline comes amid investor reactions to several news events, including macroeconomic updates, movements by Jump Crypto, and the increasing likelihood that Kamala Harris could win the upcoming U.S. election against pro-crypto Donald Trump.

下跌之际，投资者对几项新闻事件做出反应，包括宏观经济更新、Jump Crypto 的动向，以及卡马拉·哈里斯 (Kamala Harris) 击败支持加密货币的唐纳德·特朗普 (Donald Trump) 赢得即将到来的美国大选的可能性越来越大。

Bitcoin price fell to $54,000—here’s why:

比特币价格跌至 54,000 美元——原因如下：

Japan’s rate hike, weak US jobs data, rumors of a Jump Crypto sell-off, and possible war between Iran and Israel are all cited as reasons for the crypto market flash crash.

日本加息、美国就业数据疲弱、Jump Crypto 抛售的传言以及伊朗和以色列之间可能发生的战争都被认为是加密货币市场闪崩的原因。

Will XRP and BTC rise again? Yes! Retweet if you buy the dip!… pic.twitter.com/uQaSPXwdEF

XRP和BTC会再次上涨吗？是的！如果您买入下跌，请转发！… pic.twitter.com/uQaSPXwdEF

— Collin Brown (@CollinBrownXRP) August 5, 2024

— 科林·布朗 (@CollinBrownXRP) 2024 年 8 月 5 日

Bitcoin price temporarily fell below $54,000 before recovering slightly to trade at $54,698. Ether price also hit its lowest level since February, dropping 19.45% to trade at $2,333. Among the largest cryptocurrencies, BNB price declined by 12.88%, and XRP price fell by 13.38%.

比特币价格暂时跌破 54,000 美元，然后小幅回升至 54,698 美元。以太坊价格也创下 2 月份以来的最低水平，下跌 19.45%，至 2,333 美元。最大的加密货币中，BNB 价格下跌 12.88%，XRP 价格下跌 13.38%。

Reasons for the crypto crash

加密货币崩溃的原因

“This decline is due to ETH ETF trading and large investors beginning to unwind their Grayscale ETH Fund (ETHE) positions.”Justin d’AnethanHead of APAC Business Development at Keyrock

“这种下降是由于 ETH ETF 交易和大型投资者开始解除其灰度 ETH 基金 (ETHE) 头寸所致。”Justin d'Anethan Keyrock 亚太区业务开发主管

According to Min Jung, analyst at Presto Research, the drop in Bitcoin price and Ether price was driven by several factors:

Presto Research 分析师 Min Jung 表示，比特币价格和以太币价格下跌是由以下几个因素驱动的：

“Firstly, the labor market figures released last Friday were significantly lower than expected, with only 114,000 jobs added, which heightened fears of an upcoming recession, leading to a 2.43% drop in the Nasdaq and a 1.84% decline in the S&P 500.”

“首先，上周五公布的劳动力市场数据明显低于预期，仅新增11.4万个就业岗位，这加剧了人们对即将到来的经济衰退的担忧，导致纳斯达克指数下跌2.43%，标普500指数下跌1.84%。”

Jung also highlighted that news emerged over the weekend that Warren Buffett’s Berkshire Hathaway sold nearly half of its Apple Inc. position in the second quarter, which could put further pressure on the stock market.

荣格还强调，周末有消息称，沃伦·巴菲特的伯克希尔·哈撒韦公司在第二季度出售了近一半的苹果公司股份，这可能会给股​​市带来进一步的压力。

Moreover, Jump Crypto, the crypto arm of Jump Trading, was observed moving hundreds of millions of dollars worth of assets, including Ether and USDT, on Sunday.

此外，Jump Trading 的加密货币部门 Jump Crypto 在周日转移了价值数亿美元的资产，包括以太坊和 USDT。

According to Spot On Chain, Jump Trading has transferred another 17,576 ETH (around $46.78 million) to a centralized exchange (CEX) in the past 24 hours. The crypto market analysis firm also noted that Jump Trading still has 37.6K wstETH (around $101 million) and 11.5K sSTETH (around $26.3 million) and is currently unstaking Lido.

据 Spot On Chain 称，Jump Trading 在过去 24 小时内又将 17,576 ETH（约合 4678 万美元）转移到中心化交易所（CEX）。这家加密市场分析公司还指出，Jump Trading 仍拥有 37.6K wstETH（约 1.01 亿美元）和 11.5K sSTETH（约 2630 万美元），目前正在取消 Lido 质押。

This sparked speculation that the company might be liquidating its crypto holdings as part of an investigation by the U.S. Commodity Futures Trading Commission.

这引发了人们的猜测，作为美国商品期货交易委员会调查的一部分，该公司可能会清算其加密资产。

“Jump Trading has moved ETH to a centralized exchange as rumors circulate that they may be forced to shut down their crypto operations due to a CFTC investigation.”Min JungAnalyst at Presto Research

“Jump Trading 已将 ETH 移至中心化交易所，因为有传言称，由于 CFTC 的调查，他们可能被迫关闭其加密业务。” Presto Research 分析师 Min Jung

At the same time, the upcoming U.S. presidential election is becoming a greater source of uncertainty for crypto investors as approval ratings for U.S. Vice President Kamala Harris rise. The election poll by decentralized prediction platform Polymarket currently gives Harris a 45% chance of winning, which is up from around 30% when Biden dropped out of the race and endorsed Harris as his successor.

与此同时，随着美国副总统卡马拉·哈里斯的支持率上升，即将到来的美国总统大选正成为加密货币投资者更大的不确定性来源。去中心化预测平台 Polymarket 的选举民意调查目前显示哈里斯获胜的可能性为 45%，高于拜登退出竞选并认可哈里斯作为继任者时的 30% 左右。

While Trump is a strong supporter of crypto, Harris has yet to match his enthusiasm for the industry. However, the Harris team reportedly brought in David Plouffe, a former member of the Binance Global Advisory Board and global strategic adviser for Alchemy Pay, for crypto outreach efforts.

虽然特朗普是加密货币的坚定支持者，但哈里斯尚未达到他对该行业的热情。然而，据报道，哈里斯团队聘请了币安全球咨询委员会前成员、Alchemy Pay 全球战略顾问 David Plouffe 来进行加密货币推广工作。

According to Jeff Dorman, Chief Investment Officer of crypto asset management company Arca, in a post on X, more support for Harris is “bad for crypto.”

加密资产管理公司 Arca 首席投资官 Jeff Dorman 在 X 上发表的一篇文章中表示，对哈里斯的更多支持“对加密货币不利”。

“Even if Democrats are less hostile to crypto, the entire stock and crypto market favors a Trump victory.”Jeff DormanChief Investment Officer of Arca

“即使民主党人对加密货币的敌意减弱，整个股票和加密货币市场也有利于特朗普的胜利。”Jeff Dorman Arca 首席投资官

Economic factors in the bigger picture

大局中的经济因素

A potential war between Israel and Iran could cause crypto prices to fall due to heightened geopolitical uncertainty.

由于地缘政治不确定性加剧，以色列和伊朗之间潜在的战争可能会导致加密货币价格下跌。

Investors typically become risk-averse, moving funds from volatile assets like cryptocurrencies to safer options. This shift can lead to significant sell-offs in the crypto market.

投资者通常会规避风险，将资金从加密货币等波动性资产转移到更安全的选择。这种转变可能会导致加密货币市场出现大幅抛售。

Additionally, economic disruptions, such as higher oil prices and trade route disturbances, can negatively impact global economic stability, further reducing confidence in speculative assets. Fear and uncertainty during such conflicts drive market volatility, prompting investors to seek stability and thus exerting downward pressure on crypto prices.

此外，油价上涨和贸易路线干扰等经济干扰可能对全球经济稳定产生负面影响，进一步降低对投机资产的信心。此类冲突期间的恐惧和不确定性会导致市场波动，促使投资者寻求稳定，从而对加密货币价格施加下行压力。