网络活动对比特币和以太坊不冷不热

用于确定用户对区块链项目兴趣的关键指标之一是对其网络活动的测量。

A recent report by Citi has highlighted a slowdown in network activity on the Bitcoin (BTC) and Ethereum (ETH) blockchains, while also noting the impact of economic uncertainties on investor sentiment towards cryptocurrencies.

花旗最近的一份报告强调了比特币（BTC）和以太坊（ETH）区块链网络活动的放缓，同时也指出了经济不确定性对投资者对加密货币情绪的影响。

Key Takeaways

要点

- Network activity on the Bitcoin blockchain has stalled, while it is dwindling on Ethereum.

- 比特币区块链上的网络活动已经停滞，而以太坊上的网络活动正在减少。

- Both Bitcoin and Ethereum ETFs have witnessed net outflows, indicating weak conviction among investors.

- 比特币和以太坊 ETF 均出现净流出，表明投资者信心不足。

- The crypto market is expected to remain highly correlated with equities.

- 加密货币市场预计将与股票保持高度相关性。

According to data from blockchain.com, the number of confirmed transactions per day on the Bitcoin network have been fluctuating within a range since April 2024. This slowdown in network activity could be a sign of decreased user interest or transaction volume on the Bitcoin blockchain.

根据blockchain.com的数据，自2024年4月以来，比特币网络上每天确认的交易数量一直在一定范围内波动。网络活动的放缓可能是比特币区块链上用户兴趣或交易量下降的迹象。

Meanwhile, a chart of Ethereum daily transactions shows a slight decline from around 1.37 million on March 19 to 1.12 million on September 5.

与此同时，以太坊每日交易量图表显示，从 3 月 19 日的约 137 万笔小幅下降至 9 月 5 日的 112 万笔。

Network activity on any blockchain is often influenced by the number of users or unique wallet addresses utilizing the network. As of September 4, 2024, the number of unique addresses used on the Bitcoin network had decreased to 539,154, compared to 1,017,545 addresses on September 14, 2023. In contrast, the number of unique addresses on Ethereum remained relatively stable.

任何区块链上的网络活动通常都会受到使用网络的用户数量或唯一钱包地址的影响。截至 2024 年 9 月 4 日，比特币网络上使用的唯一地址数量已减少至 539,154 个，而 2023 年 9 月 14 日为 1,017,545 个地址。相比之下，以太坊上的唯一地址数量保持相对稳定。

It's important to note that some users may have multiple wallet addresses, which could slightly impact the reliability of this metric.

值得注意的是，某些用户可能拥有多个钱包地址，这可能会稍微影响该指标的可靠性。

Furthermore, the report highlights that Bitcoin and Ethereum exchange-traded funds (ETFs) have experienced net outflows, indicating a lack of conviction among investors to hold digital currencies during periods of economic uncertainty.

此外，报告还强调，比特币和以太坊交易所交易基金（ETF）出现净流出，表明投资者在经济不确定时期持有数字货币缺乏信心。

Specifically, Bitcoin ETFs witnessed outflows to the tune of $305 million on August 31, 2024.

具体而言，截至 2024 年 8 月 31 日，比特币 ETF 的资金流出量高达 3.05 亿美元。

Highlighting the close relationship between cryptocurrencies and traditional markets, the report notes that the digital assets market is expected to remain highly correlated with equities.

该报告强调了加密货币与传统市场之间的密切关系，并指出数字资产市场预计将与股票保持高度相关性。

However, a recent post on X by Santiment suggests that Bitcoin is becoming less sensitive to trends in the stock market and could eventually decouple from it over time.

然而，Santiment 最近在 X 上发表的一篇文章表明，比特币对股市趋势的敏感度越来越低，随着时间的推移，比特币最终可能会与股市脱钩。

Despite the overall bearish sentiment, Bitcoin permabulls, such as MicroStrategy CEO Michael Saylor, continue to place their bets on the leading digital currency.

尽管整体看跌情绪，但比特币永久看涨者，如 MicroStrategy 首席执行官 Michael Saylor，继续押注于领先的数字货币。

Recent reports indicate that Saylor has earned approximately $400 million from planned daily sales of about 5,000 MicroStrategy shares.

最近的报告显示，Saylor 从计划每天出售约 5,000 股 MicroStrategy 股票中赚取了约 4 亿美元。

At press time, BTC is trading at $54,097, down by 3.3% in the last 24 hours. ETH is trading at $2,292, down by 3.2% in the same duration.

截至发稿，BTC 交易价格为 54,097 美元，过去 24 小时内下跌 3.3%。 ETH 交易价格为 2,292 美元，同期下跌 3.2%。