资金狂撤、恐慌上头，比特币的最悲观情景是跌破7万美元？

4
Comment
Favorite

资金狂撤、恐慌上头，比特币的最悲观情景是跌破7万美元？

华尔街见闻2025-11-17

尽管机构认为本轮下跌并非2022年那样的信用危机，但AI估值受质疑、降息前景不明，比特币“进一步下跌几乎难以避免”。有分析师认为，若美股继续走跌，比特币很可能再度下探至70,000美元支撑，甚至短暂跌破。比特币跌破100000美元大关引发市场震荡，这一全球最具动能驱动特征的交易品种面临严峻考验。分析师警告称，若美股继续下跌，比特币可能重新测试70000美元支撑位，甚至短暂跌破该水平。上周五，比特币...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

No comments yet

Most Discussed

7x24

All

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2584462337?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/5269b01b5a203aebaa9521691bcd9de6","is_english":false,"pubTime":"2025-11-17 22:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2584462337","market":"hk","top_or_hot":-1,"title":"资金狂撤、恐慌上头，比特币的最悲观情景是跌破7万美元？","media":"华尔街见闻","content":"<div>\n<p>尽管机构认为本轮下跌并非2022年那样的信用危机，但AI估值受质疑、降息前景不明，比特币“进一步下跌几乎难以避免”。有分析师认为，若美股继续走跌，比特币很可能再度下探至70,000美元支撑，甚至短暂跌破。比特币跌破100000美元大关引发市场震荡，这一全球最具动能驱动特征的交易品种面临严峻考验。分析师警告称，若美股继续下跌，比特币可能重新测试70000美元支撑位，甚至短暂跌破该水平。上周五，比特币...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759547\">Source Link</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>资金狂撤、恐慌上头，比特币的最悲观情景是跌破7万美元？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n资金狂撤、恐慌上头，比特币的最悲观情景是跌破7万美元？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-17 22:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3759547><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管机构认为本轮下跌并非2022年那样的信用危机，但AI估值受质疑、降息前景不明，比特币“进一步下跌几乎难以避免”。有分析师认为，若美股继续走跌，比特币很可能再度下探至70,000美元支撑，甚至短暂跌破。比特币跌破100000美元大关引发市场震荡，这一全球最具动能驱动特征的交易品种面临严峻考验。分析师警告称，若美股继续下跌，比特币可能重新测试70000美元支撑位，甚至短暂跌破该水平。上周五，比特币...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759547\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SBET","symbol_name":"SharpLink Gaming","start_time":0,"source_url":"https://wallstreetcn.com/articles/3759547","article_id":"2584462337","we_media_id":"1084101182","thumbnails":["https://static.tigerbbs.com/5269b01b5a203aebaa9521691bcd9de6"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3759547","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2584462337","pubTimestamp":1763388047,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"华尔街见闻","introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"summary":"尽管机构认为本轮下跌并非2022年那样的信用危机，但AI估值受质疑、降息前景不明，比特币“进一步下跌几乎难以避免”。有分析师认为，若美股继续走跌，比特币很可能再度下探至70,000美元支撑，甚至短暂跌破。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"SBET":"SharpLink Gaming","MARA":"MARA Holdings","MSTR":"Strategy","UPXI":"Upexi, Inc.","BMNR":"BitMine Immersion Technologies Inc.","COIN":"Coinbase Global, Inc.","RIOT":"Riot Platforms","BTBT":"Bit Digital, Inc.","CLSK":"CleanSpark, Inc."},"translate_title":"Funds are withdrawing wildly and panicking. The most pessimistic scenario for Bitcoin is to fall below $70,000?","themeId":"39a23dc31f23b5f96d5f36d84d809b41","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e47cace4d6123d0138e175c29acfcf02","symbols_score_info":{"SBET":2,"BMNR":2,"COIN":2,"BTBT":2,"MSTR":2,"MARA":2,"CLSK":2,"RIOT":2,"UPXI":2},"content_text":"尽管机构认为本轮下跌并非2022年那样的信用危机，但AI估值受质疑、降息前景不明，比特币“进一步下跌几乎难以避免”。有分析师认为，若美股继续走跌，比特币很可能再度下探至70,000美元支撑，甚至短暂跌破。比特币跌破100000美元大关引发市场震荡，这一全球最具动能驱动特征的交易品种面临严峻考验。分析师警告称，若美股继续下跌，比特币可能重新测试70000美元支撑位，甚至短暂跌破该水平。上周五，比特币一度跌破95,000美元抹平年内30%的涨幅。与10月6日创下的历史高位126,000美元相比，比特币短短一个月已蒸发约25%。以太坊同样难逃大势，距离8月高点的跌幅扩大至逾35%。周一，比特币反弹，但市场普遍在问：这是又一次“洗盘式”回调，还是新一轮深度熊市的开端？流动性危机引发连锁反应机构人士将这轮急跌拆解为“两段式下行”：第一阶段来自宏观风险突袭。上月，贸易紧张局势意外升温，引发全球风险资产同步抛售。Hex Trust CEO Alessio Quaglini 表示：“比特币的转折点就在10月10日，随后的几天出现了全面的强平瀑布，杠杆仓位被一扫而空。”第二阶段则是流动性枯竭。比特币市场在“10·10暴跌”后流动性急剧变薄，一些小规模交易也足以造成剧烈波动。Presto Research 研究主管Peter Chung指出：“流动性变得极度稀薄，再加上周期末端的恐惧情绪，市场被进一步拉低。”进入11月，宏观环境恶化加剧市场压力。美联储12月降息预期减弱，美国政府停摆导致经济数据发布暂停，进一步打击市场情绪。HashKey高级研究员Tim Sun指出，流动性收紧对ETF冲击尤为严重，此前吸引超过1000亿美元资金的比特币ETF现在面临资金外流。技术面与基本面双重承压，最悲观情景是跌破7万美元关口？市场担忧，若股市出现进一步获利回吐，加密资产或迎来第二波集中抛售。加密货币交易平台BTSE首席运营官Jeff Mei警告，比特币仍表现出典型的风险资产特征。随着AI估值受到质疑、降息前景存疑，比特币\"价格进一步下跌可能在所难免\"。Hex Trust的Quaglini直言：\"我们必须诚实面对：这轮调整可能尚未结束。如果股市继续下跌，我们很容易重新测试70000美元低位，甚至可能短暂跌破\"。据华尔街见闻此前文章，Bitwise Asset Management的首席投资官Matthew Hougan认为，“人们担心四年周期可能会重演，他们不想再经历一次50%的回调。因此，他们通过撤出市场来提前规避风险。”这种对历史重演的担忧，本身可能就构成了抛售的压力。然而，Quaglini也强调，本轮抛售与过往危机截然不同。\"这不是2022年的情况——没有信贷传染、没有连锁破产、没有系统性失败。一旦条件稳定，我们仍预期比特币在12至18个月内创出新高\"。尽管面临短期压力，部分长期投资者依然看好比特币基本面。资产管理公司Bitwise首席执行官Hunter Horsley认为当前价位对战略投资者具有吸引力。\"从当前价格来看，这是一个合理的入场点，设置确实相当有利\"，Horsley表示。他透露，Bitwise在过去一个季度看到的客户投资加密货币数量超过了公司七年历史中的任何时期。Chung建议散户投资者避免试图把握短期波动时机，采用定投策略，专注于理解比特币和以太坊网络的基本面而非追逐头条新闻。Sun则提醒长期买家应等待宏观信号而非技术信号，比特币上涨空间取决于全球流动性的持续放松。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}