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Metrics Ventures Market Watch: The Long Winter Night for Altcoins and the Momentum Vacuum for US Dollar Assets | Bee Network

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Metrics Ventures Market Watch: The Long Winter Night for Altcoins and the Momentum Vacuum for US Dollar Assets | Bee Network Login 热门新闻 备忘录启动板 人工智能代理 德西 TopChainExplorer 给 Newbee 100 倍金币 蜜蜂游戏 重要网站 必备应用程序 加密货币名人 德平 新手必备 陷阱探测器 基本工具 高级网站 交流 NFT 工具 你好、, 签出 Web3 宇宙 游戏 DApp 蜂巢 成长平台 生态 搜索 英语 充值金币 登录 下载 Web3 大学 游戏 DApp 蜂巢 生态 家•分析•Metrics Ventures Market Watch: The Long Winter Night for Altcoins and the Momentum Vacuum for US Dollar Assets Metrics Ventures Market Watch: The Long Winter Night for Altcoins and the Momentum Vacuum for US Dollar Assets分析9个月前更新怀亚特 28,626 1 Metrics Ventures’ June 市场 Observation 1. Following our views in May, the prices of Bitcoin and global risk assets rose further in May. Bitcoin once again set a new historical high. This time the new high was unknown, which had a lot to do with the markets wind bias and news trading fatigue, which also provided a basis for further increases in the future.

2. Bitcoin and global risk assets have simultaneously entered a momentum vacuum period with a lack of new trading events. They are no longer sensitive to event stimuli and the impact of macro events. The entire market has entered a state of waiting for the next narrative (expected to be a unified adjustment of the interest rate cut path).

3. The winter night of altcoins has completely entered the deep night after a round of emotional ups and downs. Both trading volume and volatility are no longer there. It can be foreseen that in the medium term, new funds will find it difficult to come to CEX to liberate the chips that teachers are deeply trapped after observing options such as SBET CIRCLE. The painful liquidation of chips will emerge in an endless stream in numbness.

对整体市场情况和市场趋势的回顾和评论 In the past month, the market has experienced a cooling process with gradually weakening momentum. After Bitcoin reached a new high, the market, especially the traditional 加密currency market, was cold, which further confirmed the reality shown by the on-chain data: the old cryptocurrency players have sold their Bitcoin in batches in the past two rounds of chip exchanges. The event momentum accumulated under the extreme market conditions in April was also released in the Bitcoin price. The entire US dollar market entered a vacuum period of lack of momentum, and volatility and trading volume converged rapidly.

As for the price of Bitcoin, we think it is too early to worry about the peak. In fact, the entire US dollar asset market has become fatigued by the event stimulus and the existing macro narrative. We expect that the next unified trading stimulus and narrative will be the rapid formation of consensus on the path of interest rate cuts. Global liquidity has been at a new high for a long time, and the support for asset prices will not disappear in the medium term.

What may be more important this month is that after a round of rapid rise, we have seen the clear evidence of the transfer of funds flow path from traditional CEX to Nasdaq that has been reported since March. The price behavior and lack of market depth that investors feel can be abstracted as the collapse of trading volume. Data from a friendly company show that the contract trading volume of CEX has recently fallen to the level of 2020.

When we see ETH sentiment rising, the best performing assets in the market have also turned to listed companies such as SBET, and are no longer the LDO OP of a few years ago. In addition to linking with listed shell companies, altcoins may only be able to wait quietly for several years for the chips to be cleared and continue to pray for the gift of fate.

Finally, regarding ETH, our previous view that ETH benefits from the dual support of regulatory relaxation and liquidity remains unchanged, and we completed our trading bet in May. After ETH stabilizes on the annual line and the exchange rate breaks through the current consolidation state, it is expected that there will be new trading opportunities. Let us encourage each other.

关于我们 Metrics Ventures 是一家数据和研究驱动的加密资产二级市场流动性基金，由经验丰富的加密专业人士团队领导。团队擅长一级市场孵化和二级市场交易，并通过深入的链上/链下数据分析积极推动行业发展。MVC 与加密社区的资深影响者合作，为项目提供长期赋能支持，如媒体和 KOL 资源、生态合作资源、项目策略、经济模型咨询能力等。

欢迎大家来到DM分享和讨论有关加密资产市场和投资的见解和想法。

我们正在招聘。如果你擅长加密资产投资，请联系我们：ops@metrics.ventures。

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