Ignas:HYPE、ZEC等资产显现独立行情,加密市场仍有结构性机会

DeFi researcher Ignas says 'buy the dip' talk has faded during the market drop. Most traders may already hold many tokens; some wait for price confirmation. HYPE, ZEC and income assets still attract. Retail buyers are scarce as AI stocks, gold and quantum computing draw them, and crypto ETFs saw net outflows over 30 days.

Odaily星球日报讯 DeFi 研究员 Ignas 发文表示,当前市场下跌期间,社交平台上已很少出现过去常见的“逢低买入”声音,尽管部分市场参与者认为比特币守住 77,000 美元至 80,000 美元区间具有看涨意义,但多数加密交易者可能已经持有大量代币,部分投资者宁愿等待价格确认上涨后再买入,也不愿在恐慌中抄底,HYPE 等与比特币走势脱钩的资产,以及 ZEC 等“信念型代币”和 HYPE 等收入型资产仍具备吸引力。不过,当前潜在买盘不足,此前青睐加密资产的散户正受到 AI 股票、黄金和量子计算等资产波动的冲击,加密货币 ETF 近 30 日资金流也已转为净流出。