主要洞察：
- 比特币ETF shed $202 million, putting pressure on the price.
- Metaplanet deposited 3,000 BTC worth $237 million into Coinbase Prime within 24 hours.
- 比特币 price was rejected at $81,500, while analyst Ted identifies a major support zone.
Data from SoSoValue reveals that U.S. spot 比特币 ETFs suffered $201.81 million in Friday outflows, halting a streak of nine consecutive sessions of positive inflows. Meanwhile, the price of 比特币 hovered at $77,703.93, marking a 2.1% decline over a 24-hour period.
Conversely, ETH as its native asset.">Ethereum ETFs pulled in $102 million, bringing their ongoing inflow streak to 10 days. The trading session also featured substantial long liquidations alongside Metaplanet-associated transfers directed toward Coinbase Prime.
比特币 ETF 周五录得资金流出
周五是这些投资基金本周的最后一个交易日。SoSoValue 报告称，ARKB 撤资最多，下降了 1.1489 亿美元。BITB 录得 4969 万美元的亏损，IBIT 则有 3340 万美元流出。
Additionally, HODL gave up $13.17 million over the course of the session. Conversely, MSBT brought in $9.34 million, helping to partially balance out the withdrawals from the other four funds. Following Friday’s trading, cumulative net inflows across the whole sector reached $54.63 billion. IBIT maintained a total of $63.36 billion in cumulative inflows, whereas GBTC accumulated $27.61 billion in lifetime outflows.
BTC.com CEO Jiang Zhuoer tracked these ETF flows alongside the Coinbase premium to gauge fresh capital interest in the wake of 比特币’s prior rally. He pointed out that current sellers included trapped holders from previous downtrends as well as buyers at lower prices locking in profits.
江卓尔指出，周五的资金变动是对市场涌入的需求能否消化这些卖单的一次测试。他还将 ETF 的负面表现与美联储主席鲍威尔的鹰派立场联系起来，称这种政策前景助长了周末前的进一步疲软。
Furthermore, Jiang characterized the downturn as Bitcoin’s initial major stress test since the broader uptrend kicked off. He remarked that the early-morning drop could signal the beginning of a larger trend reversal, prompting him to liquidate half of his spot ETH as its native asset.">Ethereum holdings during the descent.
Metaplanet 将比特币发送至 Coinbase Prime
In related developments, Lookonchain disclosed that wallets linked to Metaplanet moved 3,000 BTC to deposit addresses at Coinbase Prime within a 23-hour window. Data tracked by Arkham captured 15 individual transactions valued at approximately $237.43 million altogether.
The largest single transfer involved 771 BTC worth $61.64 million, while another transaction moved 745 BTC valued at $57.97 million. Moreover, the three most recent transfers each moved precisely 1,000 BTC, totaling roughly $77.81 million.
The remaining transactions accounted for another 2,000 BTC, estimated at approximately $159.62 million. Arkham identified most of the sending addresses as Metaplanet Coinbase Prime Custody wallets, though two visible transfers originated from addresses tagged as “Metaplanet cold wallet.”
每当大型实体将大量比特币转移到中心化交易所时，市场参与者往往会密切关注这些交易以防范潜在的抛压，尽管此类转移并不自动确认会立即抛售。
清算潮下比特币价格逼近主要支撑位
同时，在 24 小时的时间窗口内，比特币总清算额达到 1.4289 亿美元。其中多头仓位占 1.2096 亿美元，约占总额的 85%，空头仓位则占剩余的 2,194 万美元。
随后的 12 小时内，清算动能有所放缓，降至 245 万美元，其中多头贡献 158 万美元，空头贡献 868,120 美元。
相比之下，较短时间框架显示出相反的仓位动态。在四个小时内，空头清算额达到 386,980 美元，而多头清算额为 121,860 美元。
在最近的一个小时里，空头清算额为 52,410 美元，多头清算额总计 12,200 美元。这一转变与比特币主要在 77,400 美元至 77,900 美元的窄幅区间内进行盘整相吻合。
根据 CoinGecko 指标，24 小时低点触及 76,962.33 美元，最高峰值达到 79,745.20 美元，日内交易振幅约为 3.6%。
Ultimately, the intraday low near $76,960 established immediate support after buyers bounced back from $77,100, though Bitcoin subsequently struggled to push back above the $78,000 threshold.
Sharing his outlook on X, analyst Ted noted that Bitcoin’s sharp rejection from $81,500 has drawn market focus toward the $74,000–$75,000 support area. He anticipates a retest of this price band following the recent downward move, emphasizing that successfully defending this support level will enable BTC to pick back up on its upward trajectory.
常见问题
- 比特币 ETF 在周五损失了多少资金？
美国现货比特币 ETF 录得 2.0181 亿美元的资金流出。 - Metaplanet 向 Coinbase Prime 存入了多少 BTC？
与 Metaplanet 关联的钱包转移了 3,000 枚 BTC，价值约 2.3743 亿美元。 - 比特币的下一个关键支撑区间在哪里？
分析师 Ted 认为 74,000 至 75,000 美元区间是主要的支撑区域。 - 24 小时比特币总清算额是多少？
清算额达到 1.4289 亿美元，其中多头仓位占 1.2096 亿美元。
