升破5.8万美元新高又回撤近3000美元!比特币怎么了?

2021年02月23日 11904点热度 1人点赞 1,895条评论

22日凌晨比特币一度突破58000美元/枚关口,续创历史新高,“推特股神”马斯克说了什么?


2月20日,特斯拉CEO马斯克先在推特上表示比特币和以太坊“似乎(价格)很高”,随后又称“我刚才和孩子们一起搭建了一些狗狗币矿机”。马斯克曾被称为“狗狗币CEO”,将狗狗币选为自己“最喜欢的”加密货币,还表示狗狗币被低估了。

当日,狗狗币一度涨超7%,市值接近70亿美元。据Bitstamp报价,22日凌晨比特币突破58000美元/枚关口,续创历史新高,但到了中午已回撤近3000美元,失守55500美元/枚,日内跌超3%。以太坊日内跌幅扩大至5%。比特币家园数据显示,24小时内,全网共有14.82万人爆仓,74.66亿人民币(11.56亿美元)的资金成为“炮灰”。

有趣的是,这意味着1比特币的价格有史以来第一次超过了1公斤黄金的价格……

升破5.8万美元新高又回撤近3000美元!比特币怎么了?

特斯拉“炒币”不到两月,收益超造车一年

而今年高调宣布买入比特币的特斯拉,已经大赚超10亿美元。2月8日,特斯拉在提交给美国证券交易委员会(SEC)的文件中表示,2021年1月,特斯拉已经购买了价值15亿美元的比特币。

1月购买比特币的平均价格为34000美元左右,目前币价高涨至57000美元,上涨了67%,这意味着,如果特斯拉持有比特币的数量未变,那么投资比特币的15亿美元已经上涨至25.05亿美元,浮盈约为10.05亿美元。这比特斯拉2020年7.21亿美元的电动汽车收入还要高出近30%。

对于买入比特币的行为,马斯克上周五也解释道:

“特斯拉的行动并不能直接反映我的观点,比特币是一种不像现金那么愚蠢的流动性形式,拥有一些比特币对于一家标普500指数的成分公司来说已经足够冒险了。”

他接着补充道:

“要说明的是,我‘不是’投资者,我是一名工程师。除了特斯拉,我甚至没拥有任何公开交易的股票。然而,当法定货币的实际利息为负数时,只有傻瓜才不会去考虑其他投资形式。”

比特币急涨折射全球金融市场潜在风险

市场分析人士认为,比特币惊人的涨势挑战着人们的想象力,可能预示着全球金融市场会出现异常风险。市场服务机构“比特币柜台”公司网站数据显示,今年以来,比特币价格累计涨幅约为90%。

比特币近期上涨的主要原因是需求增加。随着一些金融支付平台逐渐接受比特币,越来越多企业和金融机构出于管理资产的考虑开始配置比特币,这些重量级玩家入场显著提高了市场短时需求,而比特币每日新增量十分有限,需求增加无疑大大刺激了比特币价格上涨。

资产管理巨头贝莱德集团固定收益首席投资官里克·里德日前接受媒体采访时说,在预期通胀走高和债务增加的情况下,人们在寻找可以升值的资产,“因而我们开始涉足比特币投资”。

据报道,1月贝莱德集团旗下两个基金把比特币列为潜在投资标的。里德表示,随着科技和监管演进,一些人认为现在应该在投资组合中纳入比特币,这推高了比特币价格。

摩根大通分析师认为,特拉斯日前宣布买入比特币无疑带动了市场的投机性买入,这改变了比特币的短期走势。

德意志银行研究策略师吉姆·里德说,几个月前公司和机构几乎不投资比特币,如今它们开始进入这一领域,比特币市场开始形成一定需求。

有投资者表示,买入比特币的理由之一是比特币相当于数字黄金,可以起到对冲通胀和保值作用。

然而,摩根大通的研究报告指出,过去一年比特币与黄金、美元和标普500指数的正相关性均得到增强,再加上比特币实际波动性高,比特币更适合作为风险资产而非避险资产

摩根大通认为,从风险资产的角度看,比特币合理的价格区间为1.1万美元到2.5万美元。2.5万美元的价格已经反映了机构长期接受比特币带来的影响,当前超过5万美元的价格不可持续。

此外,对于比特币等加密货币本身是否值得投资仍然存在很大争议,开始投资比特币的企业仍是绝对少数。不少市场人士对比特币急涨可能引发的风险心存担忧。

知名对冲基金美国城堡公司创始人兼首席执行官肯·格里芬表示,不愿花太多时间思考加密货币,“我看不到加密货币的经济基础”。美国布朗森草地资本管理公司总裁奥利弗·珀希则表示,一直担心加密货币容易被操纵。

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    The State Department’s summary of the meeting in Panama City, Mr. Rubio’s first with a foreign leader since becoming secretary of state, struck a tone that was sometimes aggressive. It said Mr. Rubio had told his host that Mr. Trump had made a “preliminary determination” that China’s government exercised control over the canal.

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    Former US President Joe Biden, a self-professed Catholic, has joined an African-American Masonic lodge as a ‘Master Mason’. The Vatican takes a dim view of Freemasonry, and Catholics who join the fraternal order face excommunication.
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    Biden was inducted into the Most Worshipful Prince Hall Grand Lodge in South Carolina on Sunday, one day before he left office. In a private ceremony, the lodge’s grand master, Victor C. Major, granted Biden “Master Mason membership with full honors,” according to a statement published by the organization last weekend that circulated online on Friday.
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    ”To be a Freemason is to be part of a brotherhood dedicated to personal growth, service to others, and the pursuit of knowledge and truth,” the lodge wrote. Biden’s service, the statement added, “reflects the core values” of this brotherhood.
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  • RonaldRat

    Mexico's President Claudia Sheinbaum, US President Donald Trump and Canada's Prime Minister Justin Trudeau. Getty Images
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    2025年2月9日
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    Interest in the night skies is booming. Booking.com recently named "noctourism" as a top travel trend for 2025, with their survey of more than 27,000 travellers finding that around two-thirds have considered going to "darker sky destinations" to experience things like starbathing (lying down and looking at the night skies) and witnessing once-in-a-lifetime cosmic events.
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    "The cool thing about night adventures is you see so many different sides to a destination, by just staying up late or rising early," says Stephanie Vermillon, author of the new book 100 Nights Of A Lifetime: The World's Ultimate Adventures After Dark. "Our senses are heightened, and there are things you see at night that you don't see any other time, so everything feels exciting and new."
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    It was a 2010 trip to Morocco that sparked Vermillon's interest in all things nocturnal. "I grew up in Dayton, Ohio, which has terrible light pollution," she tells the BBC. "Then I went to the Sahara Desert and camped under the stars – I saw the Milky Way and two dozen shooting stars that night. I went home, took an astronomy class and later started hunting Northern Lights, which got me curious about what else happens around the world after dark."

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    Interest in the night skies is booming. Booking.com recently named "noctourism" as a top travel trend for 2025, with their survey of more than 27,000 travellers finding that around two-thirds have considered going to "darker sky destinations" to experience things like starbathing (lying down and looking at the night skies) and witnessing once-in-a-lifetime cosmic events.
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    "The cool thing about night adventures is you see so many different sides to a destination, by just staying up late or rising early," says Stephanie Vermillon, author of the new book 100 Nights Of A Lifetime: The World's Ultimate Adventures After Dark. "Our senses are heightened, and there are things you see at night that you don't see any other time, so everything feels exciting and new."
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    It was a 2010 trip to Morocco that sparked Vermillon's interest in all things nocturnal. "I grew up in Dayton, Ohio, which has terrible light pollution," she tells the BBC. "Then I went to the Sahara Desert and camped under the stars – I saw the Milky Way and two dozen shooting stars that night. I went home, took an astronomy class and later started hunting Northern Lights, which got me curious about what else happens around the world after dark."

    Vermillon believes that major events such as the April 2024 total solar eclipse or the 2024-2025 peak in aurora activity has led to a "bump" in the number of people wanting to experience dark skies. There are also now more than 200 Dark Sky Reserves across the globe. "The great thing about the night sky is the perspective it gives you – it's humbling and grounding," she says. "You can experience pure awe."

    Starry skies and aurora borealis might be the headline acts, but there's plenty more to do after dark in cities or out in nature. "You see a city so differently at night," Vermillon says. "I think of it as a city letting its hair down – it's more relaxed. I've also done night safaris, where it's more about listening than just seeing, and I've seen water sparkling with bioluminescence, which looks like magic. Everything at night has a little extra sparkle."

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    It was a 2010 trip to Morocco that sparked Vermillon's interest in all things nocturnal. "I grew up in Dayton, Ohio, which has terrible light pollution," she tells the BBC. "Then I went to the Sahara Desert and camped under the stars – I saw the Milky Way and two dozen shooting stars that night. I went home, took an astronomy class and later started hunting Northern Lights, which got me curious about what else happens around the world after dark."

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    Interest in the night skies is booming. Booking.com recently named "noctourism" as a top travel trend for 2025, with their survey of more than 27,000 travellers finding that around two-thirds have considered going to "darker sky destinations" to experience things like starbathing (lying down and looking at the night skies) and witnessing once-in-a-lifetime cosmic events.
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    "The cool thing about night adventures is you see so many different sides to a destination, by just staying up late or rising early," says Stephanie Vermillon, author of the new book 100 Nights Of A Lifetime: The World's Ultimate Adventures After Dark. "Our senses are heightened, and there are things you see at night that you don't see any other time, so everything feels exciting and new."
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    It was a 2010 trip to Morocco that sparked Vermillon's interest in all things nocturnal. "I grew up in Dayton, Ohio, which has terrible light pollution," she tells the BBC. "Then I went to the Sahara Desert and camped under the stars – I saw the Milky Way and two dozen shooting stars that night. I went home, took an astronomy class and later started hunting Northern Lights, which got me curious about what else happens around the world after dark."

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