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Coinbase Research:多项指标显示市场或进入新一轮“加密寒冬”,但对下半年持乐观态度
 威尔硅谷
威尔硅谷
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加密先锋
04-16 13:35
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Coinbase Research 发布分析报告指出,受全球关税升级与宏观不确定性影响,加密市场或已进入新一轮“加密寒冬”。目前剔除 BTC 后的总市值为 9500 亿美元,较 2024 年 12 月高点下跌 41%,并低于去年同期 17%。报告指出,包括 COIN50 指数和 BTC 在内的主要资产均已跌破 200 日均线,显示整体市场步入下行趋势。 尽管 2025 年第一季度加密融资略有回升,但与 2021-22 年周期高点相比仍下降约 50%-60%,限制了新资本进入,尤其对 Altcoin 影响显著。Coinbase 表示,若市场情绪完成出清,可能将在年中迎来转机,但短期内仍需维持防御性策略。
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