一个月飙升近50%，比特币再度涨破64000美元，24小时超13万人爆仓

3月4日，比特币日内涨超3%，再度突破64000美元，上月底曾涨破64000美元关口。截至发稿，比特币上涨2.35%，暂报63192.2美元。

On 4 March, Bitcoin rose by more than 3 per cent per day, again by $64,000, and at the end of last month by $64,000. By the time of its release, Bitcoin had risen by 2.35 per cent and was provisionally reported by $63192.2.

图片来源：英为财情截图

不过，比特币价格剧烈波动也导致参与投机的投资者损失惨重。根据CoinGlass数据显示，最近24小时，比特币市场有5973.64万美元爆仓，全网加密货币共有130,352人爆仓，爆仓总金额为3.27亿美元。

However, the sharp fluctuations in Bitcoin prices have also led to heavy losses for investors involved in speculation. According to CoinGlass,

图片来源：CoinGlass截图

比特币热潮持续升温，再次逼近历史高点（以美元计算），一个月时间涨幅超过45%。

Bitcoin's heat has continued to rise, again approaching historical heights (in United States dollars), with an increase of more than 45 per cent in one month's time.

今年以来，比特币价格加速上涨，交易持续升温。在短短一个月内，比特币涨幅达45.69%，价格超过6万美元，创下2021年11月以来新高。

Bitcoin prices have accelerated since this year, and transactions have continued to warm. Within just one month, Bitcoins have increased by 45.69 per cent, with prices exceeding $60,000, reaching a new high since November 2021.

据证券时报3月4日报道，业内人士分析，比特币4月份将迎来新一轮的“减半”，成为推动比特币加速上涨的重要诱因。所谓“减半”是指挖矿奖励减半，大约每四年发生一次，具体时间取决于比特币网络的区块生成速度。这将会减少比特币的供应量，预计在2024年4月23日，届时区块奖励将从6.25枚（BTC）降至3.125枚（BTC）。

According to the Securities Times, 4 March, industry sources have analysed Bitcoin as a new round of “50-50” in April, which is an important incentive for accelerating the growth of Bitcoin. The so-called “50-50” refers to a reduction in mining incentives by half, approximately every four years, depending on the speed of the Bitcoin network’s block generation. This will reduce the supply of Bitcoin, which is expected to fall from 6.25 (BTC) to 3.125 (BTC) on 23 April 2024.

这种情况在历史上一直对比特币价格有利，在供给减少的预期下，在4月份的“减半”事件之前，交易者涌入比特币市场，以期在供应减少、价格上涨时获利。但是，今年1月份比特币ETF发行，才是触发行情爆发的关键因素。此前，2024年1月11日，美国证监会正式批准了包括贝莱德等机构在内的11只比特币现货ETF申请。

This situation has historically been favourable to the price of bitcoin, and, in anticipation of a reduction in supply, before the “half-per-cent” of the April events, traders entered the Bitcoin market to profit from a reduction in supply and an increase in prices. However, the release of Bitcoin ETF in January this year was the key factor in triggering the outbreak.

这一决定，将允许海外普通投资者像买卖股票和共同基金一样买卖比特币。此前，加密货币市场上的投资人以“散兵游勇”为主，而这些资管巨头的入场宣告了“正规军”正加速入市，带来更多增量资金。新举措降低了比特币的购买门槛，也吸引更多机构和散户投资者进入市场。

This decision would allow ordinary investors abroad to buy and sell bitcoins like stock and mutual funds. Previously, investors in the crypto-currency market had been dominated by “swat-dips,” and the entry of these giants had announced that the “regular army” was speeding up the market, bringing in more capital.

数据显示，2月份流入比特币ETF的资金达到了59亿美元。自1月11日上市成立以来，比特币ETF的资金流入量为74亿美元。

The data show that in February, the amount of money flowing into ETF in Bitcoin reached $5.9 billion. Since its inception on 11 January, ETF in Bitcoin has received $7.4 billion.

据上周四的数据，比特币现货ETF创下单日交易量76.9亿美元的新纪录，其中贝莱德以32亿美元的交易量位居榜首。这一数字超越了之前46.6亿美元的单日交易量纪录。目前，比特币现货ETF的买入需求远超过每日供应量，导致供需关系呈现脱钩状态。

According to last Thursday’s data, Bitcoin spot ETF created a new record of $7.69 billion in single-day transactions, with Belede leading the list with $3.2 billion in transactions. This figure exceeds the previous record of $4.66 billion in single-day transactions.

据中国证券报报道，OKX研究院高级研究员赵伟对记者表示，目前比特币现货ETF持续吸引增量资金进场，再加上美联储降息预期以及比特币减半效应等诸多因素，使得比特币价格呈现阶段性向上走势。但需要注意的是，未来比特币现货价格走势仍受到供需关系、政策法规、全球经济周期以及投资者情绪等多方面因素共同影响，投资者仍需注意交易风险。

According to the Chinese Securities Journal, Zhao Wei, a senior researcher at the OkX Institute, said to reporters that the current trend of attracting incremental funds to the Bitcoin spot ETF, coupled with the Fed’s expectations of interest reduction and the halving of the Bitcoin effect, has led to a gradual upward trend in Bitcoin prices. But it is important to note that future trends in Bitcoin spot prices continue to be influenced by a combination of supply and demand, policy regulations, global economic cycles, and investor sentiment, and that investors still need to be aware of trading risks.

另据经济日报报道，“作为一种新兴数字资产，比特币价格波动受多种因素影响，包括市场情绪、宏观经济环境、技术创新、监管政策等。”中国通信工业协会区块链专委会共同主席、香港区块链协会荣誉主席于佳宁分析，各国对于加密货币的监管态度和政策正处于不断演变之中，任何新的监管措施都可能对比特币价格产生显著影响。同时，全球宏观经济环境的变化，如利率变化、通货膨胀率和国际贸易关系等，也可能影响比特币和其他加密货币的价值。此外，当前加密货币交易平台和钱包仍面临着黑客攻击和安全漏洞等风险。

The Daily Journal also reports that “as an emerging digital asset, the price volatility of Bitcoin is influenced by a number of factors, including market sentiment, the macroeconomic environment, technological innovation, regulatory policies, etc..” The Co-Chair of the District Chain Committee of the China Communications Industry Association and the Honorary President of the Hong Kong Block Chain Association, Janing, have analysed that regulatory attitudes and policies regarding encrypted currencies are evolving and that any new regulatory measures may have a significant impact on Bitcoin prices. At the same time, changes in the global macroeconomic environment, such as changes in interest rates, inflation rates, and international trade relations, may also affect the value of Bitcoin and other encrypted currencies.

长远来看，包括加密货币在内的数字资产行业最终的出路还是要服务于实体经济，帮助传统产业转型升级、提质增效。“过去几年，不少主流数字资产取得较大成功，就是因为其在数字技术和产业应用等方面的创新，切实改变了实体行业痛点。”于佳宁表示，因此，数字资产行业未来发展趋势应是以数字科技创新为动力、以商业模式创新为表现、以应用场景扩展为本质。

In the long run, the ultimate exit for the digital asset sector, including crypto-currency, will be to serve the real economy and help to upgrade and increase the efficiency of the transformation of traditional industries. “A number of mainstream digital assets have been more successful over the past few years, thanks to innovations in digital technology and industrial applications that have effectively transformed the real industry’s pain spot.” In Janin, the future trend in the digital asset sector should therefore be driven by digital science and technology innovation, manifested in business models, and expanded application landscapes.