Wintermute：现货需求疲软下比特币涨势脆弱，短期或面临反转
ChainCatcher 消息，据 Cryptopolitan 报道，Wintermute 发布的市场报告指出，比特币突破 80,000 美元主要由永续期货市场的空头挤压驱动，而非现货需求推动。过去一个月比特币期货未平仓合约增加约 100 亿美元至 580 亿美元，但现货交易量降至两年低点。当比特币突破 70,000 美元时，大量空头被强制平仓，引发买入潮推高价格。Wintermute 警告，缺乏现货需求支撑的涨势脆弱，市场可能面临急剧反转。
长期来看，现货 ETF 近期净流入 6.23 亿美元，交易所比特币存量降至七年低点，但这些因素不足以抵消短期风险。美国 CPI 数据高于预期、美联储主席提名的不确定性也可能加剧市场压力。Wintermute 表示 85,000 美元仍有可能达到，但当前价位买入的风险回报比不佳。
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