CryptoQuant：过去两周比特币鲸鱼出售了超过 10 亿美元的 BTC

数据显示，此次抛售恰逢同期美国上市的比特币 ETF 出现净流出。

Bitcoin whales sold over $1.2 billion in BTC over the past two weeks, on-chain data shows.

链上数据显示，过去两周，比特币鲸鱼卖出了超过 12 亿美元的 BTC。

The selling coincides with net outflows from U.S.-listed bitcoin exchange-traded funds (ETFs) in the same period, as reported by CryptoQuant.

据 CryptoQuant 报道，此次抛售恰逢同期美国上市的比特币交易所交易基金（ETF）出现净流出。

Long-term bitcoin holders and miners were among the biggest sellers of the asset in the past two weeks and show few signs of renewed demand, on-chain analysis firm CryptoQuant said in a Wednesday report shared with CoinDesk.

链上分析公司 CryptoQuant 在周三与 CoinDesk 分享的一份报告中表示，长期比特币持有者和矿工是过去两周该资产的最大卖家之一，并且几乎没有显示出需求复苏的迹象。

Wallets tracked by CryptoQuant show whales – a colloquial term for large holders of any token – sold over $1.2 billion worth of BTC in the past two weeks, likely using brokers instead of on the open market.

CryptoQuant 追踪的钱包显示，鲸鱼（任何代币的大持有者的口语术语）在过去两周内出售了价值超过 12 亿美元的 BTC，很可能是通过经纪人而不是在公开市场上进行的。

“Traders are still not increasing their Bitcoin holdings and large holders’ (whales) demand growth is still missing strength,” analysts wrote. “Stablecoin liquidity has continued to slow down, growing at the slowest pace since November 2023.”

分析师写道：“交易者仍然没有增加比特币持有量，大户（鲸鱼）的需求增长仍然缺乏动力。” “稳定币流动性继续放缓，增长速度为 2023 年 11 月以来最慢。”

These traders have decreased their holdings since BTC prices traded over $70,000 in late May, CryptoQuant data shows.

CryptoQuant 数据显示，自 5 月底 BTC 价格交易超过 70,000 美元以来，这些交易员已经减少了持仓。

Unspent output from bitcoin transactions, or UTXO, are created in every Bitcoin transaction is used by traders to track buying and selling patterns in the previous, current and upcoming market cycles. A drop in UTXO age usually indicates an increase in Bitcoin activity, and thus selling. A rise suggests more holding in the market.

比特币交易的未使用输出（UTXO）是在每笔比特币交易中创建的，交易者使用它来跟踪之前、当前和即将到来的市场周期中的买卖模式。 UTXO 年龄的下降通常表明比特币活动的增加，从而导致抛售。上涨表明市场持有更多股票。

Market observers say miners may be increasingly looking at the booming artificial intelligence (AI) sector instead of bitcoin to ply their trade, leading to selling their bitcoin rewards instead of holding. Both sectors extensively rely on powerful computing chips to generate and maintain data—a resource that miners already possess.

市场观察人士表示，矿工可能越来越多地将目光投向蓬勃发展的人工智能（AI）行业，而不是比特币来进行交易，从而导致他们出售比特币奖励而不是持有。这两个行业都广泛依赖强大的计算芯片来生成和维护数据——这是矿工已经拥有的资源。

"One of the biggest trends since Bitcoin halving this year is that miners are increasingly diverting to AI business," shared Lucy Hu, senior analyst at crypto fund Metalpha in a Telegram message. "The fall of the mining rewards prompted miners to seek other channels to boost revenue. With AI firms demanding energy-intensive data centers, Bitcoin miners are gradually growing revenue from the sales with AI firms."

加密基金 Metalpha 高级分析师 Lucy Hu 在 Telegram 消息中分享道：“自今年比特币减半以来最大的趋势之一是矿工越来越多地转向人工智能业务。” “挖矿奖励的下降促使矿工寻求其他渠道来增加收入。随着人工智能公司需要能源密集型数据中心，比特币矿工正逐渐从与人工智能公司的销售中增加收入。”

Since June 5, BTC prices have fallen from $71,000 to just over $65,000 as of Wednesday on a strong dollar, a flight away from riskier assets, and growth in traditional stock indices.

自 6 月 5 日以来，由于美元走强、投资者逃离风险资产以及传统股指上涨，比特币价格已从 71,000 美元跌至周三略高于 65,000 美元。

Meanwhile, U.S.-listed ETFs tracking the asset recorded net outflows of over $600 million last week—their worst performance since late April.

与此同时，追踪该资产的美国上市 ETF 上周净流出超过 6 亿美元，这是自 4 月底以来的最差表现。

Some traders have warned of a move to as low as $60,000 in the absence of growth catalysts.

一些交易员警告称，在缺乏增长催化剂的情况下，价格可能会跌至 60,000 美元。

BTC is down 0.6% in the past 24 hours, CoinDesk data shows. The broad-based CoinDesk 20 (CD20), an index of the largest tokens, is up 1.2%.

CoinDesk 数据显示，BTC 在过去 24 小时内下跌了 0.6%。基础广泛的 CoinDesk 20 (CD20) 是最大代币的指数，上涨 1.2%。