分析，比特币长期持有者正大量吸筹，机构买盘推动重返 8 万美元上方
ChainCatcher 消息，Bitfinex Alpha 最新报告指出，进入 5 月后 BTC 成功穿越 7.8 万至 7.9 万美元密集抛压区，一度逼近 8.3 万美元。此轮上涨主要由现货需求驱动，而非杠杆资金推动。自 5 月 8 日以来，现货 CVD（累计成交量差值）显著上升，显示买方持续主动吃单并吸收市场供应。
ETF 资金流入与公开市场增持成为主要推力，而长期持有者目前已累计持有接近 400 万枚 BTC，为 2020 年疫情崩盘以来最大增幅，意味着市场流通筹码正被进一步锁定。市场目前预计美联储 6 月维持利率不变的概率约为 94%。在宏观环境不确定背景下，机构资金仍持续布局加密市场。
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