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灰度研究主管:比特币市占率可能将趋于平稳,而非急剧走低
太未俙耶
太未俙耶
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5 月 17 日,据 Decrypt 报道,灰度研究主管 Zach Pandl 表示,「当市场关注宏观经济不稳定和美元面临的风险时,比特币的主导地位可能会上升;而当市场关注区块链技术的各种应用和加密领域的创新时,比特币的主导地位则可能下降。


比特币因被视为类似黄金的「非主权资产」而受益,同时也通过去年获批 ETF 等产品,吸收了加密市场中的大部分资金流入。


在未来大约 9 到 12 个月的时间范围内,比特币的市占率更有可能在整体加密市场的 60% 到 70% 之间趋于稳定,而不是出现大幅下滑。这一判断并不容易,因为比特币和山寨币各自都拥有可能发挥作用的不同利好因素。


从宏观层面来看,我们对比特币持看涨态度;而从技术发展和用户采用的角度来看,我们同样看好山寨币。我的基本假设是,比特币的主导率将从目前开始趋于平稳。」

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