分析师：比特币有望站稳10万美元，ETH上涨由散户驱动
2025-05-20 11:26:45
Strategy大手笔增持比特币释放强烈看涨信号：机构投资者如何布局10万美元新底部？
据权威加密媒体Coindesk最新报道，知名投资机构Strategy于5月12日至18日期间斥资7.64亿美元（按当时汇率计算）大举购入7,390枚比特币，平均购入价格达103,498美元/枚。这一战略性建仓动作创下该机构近两年来单周最大比特币持仓增幅。
BRN首席研究分析师Valentin Fournier对此解读称："本次增持行为具有显著的市场指向性，机构投资者正通过实质性买单将10万美元构筑为比特币的新技术支撑位。从期权市场的未平仓合约和资金费率来看，专业投资者对突破12万美元前高已形成强烈共识。"
值得注意的是，比特币现货ETF持续呈现净流入态势，上周单周净申购量达8.2亿美元，其中BlackRock的IBIT产品占据总流入量的62%。Fournier特别强调："与比特币的机构驱动不同，以太坊（ETH）近30%的涨幅主要来自散户投资者的有机需求，链上数据显示交易所净流出量同比激增240%。这种资金结构差异可能导致比特币与山寨币走势分化加剧。"
对投资者的关键影响：
1. 机构持仓成本明确指向10万美元支撑位，中长期持有者可参考该位置建立头寸
2. ETF持续流入可能引发流动性虹吸效应，需警惕中小市值代币资金外流风险
3. 比特币与山寨币相关性系数下降至0.6（90日均值），资产配置需更注重差异化策略
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