- 自去年十一月底以来，比特币的持币积累首次在多个群体中得到扩大。
- 持有10至100枚BTC的钱包在回调期间表现出最积极的逢低买入行为，随着价格跌向60,000美元，它们纷纷入场。
随着二月的到来，比特币的交易价格约为80,000美元，鲸鱼们开始少量买入其在散户投资者纷纷撤离之际，逐步介入。仅仅一周后，比特币于2月5日暴跌至60,000美元，市场现正显示出几乎所有投资群体普遍转向积累的趋势，投资者开始看到价值所在。
此次变化紧随比特币历史上最严重的投降事件之一，其目前似乎正演变为更为同步的积累阶段。
Glassnode 按群体划分的累积趋势评分突显了这一行为变化。该指标通过综合考虑实体规模和过去15天内累计的比特币数量，衡量不同钱包规模的累积相对强度。评分越接近1，表明越倾向于累积；评分越接近0，则表示更多分布。
总体而言，各组别的累积趋势评分现已升至0.5以上，达到0.68。这标志着自去年十一月底以来首次观察到广泛的买入积累，当时比特币曾在约8万美元附近形成局部底部。
在价格跌至6万美元附近时，购买抄底最积极的群体是持有10至100枚比特币的钱包
尽管最终的底部是否已经形成尚不确定，但显然，经过自十月历史高点超过50％的回调后，投资者再次开始在比特币中寻找价值。
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
Digital assets posted a third consecutive quarter of losses in Q2 2026, the longest losing streak since the 2022 bear market, as institutional capital rotated into AI equities and Bitcoin ETFs recorded their largest quarterly outflow since launch. Our report examines what drove the divergence, where structural adoption continued regardless, and what Q3 signals to watch.
Digital assets posted a third consecutive quarter of losses in Q2 2026, the longest losing streak since the 2022 bear market, as institutional capital rotated into AI equities and Bitcoin ETFs recorded their largest quarterly outflow since launch. Our report examines what drove the divergence, where structural adoption continued regardless, and what Q3 signals to watch.
为什么重要:
Digital assets posted a third consecutive quarter of losses in Q2 2026, the longest losing streak since the 2022 bear market, as institutional capital rotated into AI equities and Bitcoin ETFs recorded their largest quarterly outflow since launch. Our report examines what drove the divergence, where structural adoption continued regardless, and what Q3 signals to watch.
