1月20日消息，链上数据分析平台 CryptoQuant 指出，比特币机构需求在2026年初依然保持强劲势头。数据显示，持有100至1000枚比特币的钱包数量持续增加，这一规模通常被视为机构投资者与相关金融产品的重要代表，反映出美国市场对比特币的配置意愿并未降温。
CryptoQuant 创始人 Ki Young Ju 周二表示，过去一年中，此类钱包新增约57.7万枚比特币，其中包含与现货比特币ETF相关的持仓，且资金流入趋势仍在延续。链上统计还显示，在过去24个月内，该类地址的比特币持有量增长约33%，时间节点与首批现货比特币ETF上线高度重合。
从资金层面观察，尽管比特币价格今年以来仅小幅上涨约6%，但美国现货比特币ETF的年内净流入规模已达到12亿美元，显示机构投资者更关注长期配置价值，而非短期价格波动。政治经济学家 Crypto Seth 评论称，机构对比特币和以太坊的布局仍处于早期阶段，2030年至2040年的市场格局可能远超当前认知。
除ETF外，数字资产基金的扩张同样推动机构持仓上行。自去年7月以来，以 Michael Saylor 旗下 Strategy 为代表的加密货币 DAT 已累计买入约26万枚比特币，按当前价格估算价值接近240亿美元。Glassnode 数据显示，相关持有量在六个月内增长约30%，已明显超过同期矿工新增供应，目前 DAT 总持仓已超过110万枚比特币。
与机构形成对比的是，散户情绪依然偏谨慎。比特币恐惧与贪婪指数本周回落至“恐惧”区间，评分为32。受美欧贸易紧张局势影响，比特币价格从此前97,000美元高位回落至92,000美元下方，短期波动加剧。但从中长期角度看，机构需求的持续累积，仍被视为支撑比特币2026年及以后走势的重要基础。
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Articoli correlati
SBI Group, Visa Launch Crypto Card With up to 10% BTC, ETH, XRP Promo Rewards
Japanese giant SBI Group is bringing crypto rewards into everyday spending with a new Visa card offering that converts points into BTC, ETH, or XRP. The campaign offers rewards of up to 10% for Gold users and 2.5% for standard users.
Key Takeaways:
SBI and Visa launched credit cards that convert
Coinpedia12m fa
Bitcoin Rises Nearly 3% in 24 Hours, Eyes $80,000 Level
Bitcoin rose nearly 3% over the past 24 hours as it continues to target the $80,000 level amid broader market movements in equities and commodities.
GateNews1h fa
If BTC Falls Below $74,650, Mainstream CEX Long Liquidations Could Hit $2.284 Billion
According to Coinglass data as of May 1, if Bitcoin falls below $74,650, cumulative long liquidations across mainstream centralized exchanges could reach $2.284 billion.
Conversely, if BTC breaks above $81,948, cumulative short liquidations would total $1.248 billion.
GateNews5h fa
AIMCo Returns to Saylor Bitcoin Treasury Investment With $69M Gain
Canadian pension fund Alberta Investment Management Corp. (AIMCo) has re-entered its investment in Michael Saylor's bitcoin treasury company, reversing a previous exit from the position. The fund is now sitting on an unrealized gain of $69 million from the investment.
Investment Position
AIMCo's
CryptoFrontier5h fa
Paradigm Researcher Proposes PACTs to Protect Satoshi-Era Bitcoin From Quantum Threats
According to Paradigm, researcher Dan Robinson recently proposed Provable Address-Control Timestamps (PACTs), a model designed to protect dormant bitcoins, including those associated with Satoshi Nakamoto, from quantum computing threats. The system allows bitcoin holders to prove wallet ownership an
GateNews5h fa
