比特币为何反弹？值得关注的主流币种

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比特币在特朗普宣布中期选举前不会袭击伊朗后反弹

在唐纳德·特朗普（Donald Trump）宣布美国将在中期选举前不对伊朗发动袭击后，比特币价格出现回升。此前，比特币曾在周四跌至80,300美元附近，随后反弹至82,500美元左右。尽管如此，过去一周内比特币市值缩水约4%，以太坊跌幅则达到9%。

目前的价位反弹尚未完全弥补市场此前的损失。在过去24小时内，杠杆头寸清算总额达10.9亿美元，其中约85%属于押注价格上涨的多头投资者。虽然部分山寨币经历大幅上涨，但整体市场仍未摆脱卖压。

特朗普的伊朗言论为何提振比特币？

周四，特朗普通过“真实社交”（Truth Social）平台发文称，美国不会在11月3日中期选举之前对伊朗采取军事行动。这一表态缓解了市场对中东局势可能进一步升级的担忧。

受此影响，布伦特原油每桶价格下跌约1%，回落至103美元附近。美国股指期货亦随之走高，纳斯达克100指数上涨0.83%，标普500指数上涨0.44%。

然而，这些发展并未消除地缘政治风险。油价仍处高位，且比特币未能扭转周线级别的跌势，表明市场情绪依然谨慎。

10.9亿美元清算中谁遭受了损失？

Another noteworthy data comes from CoinGlass, which shows that liquidations in the past 24 hours amounted to US$931 million, the vast majority of which came from long positions. Specifically, Ethereum (ETH) involves US$345 million, Bitcoin (BTC) is US$266 million, and Solana (SOL) is US$65 million. In addition, a single ETH-USD position worth US$20 million on the Hyperliquid platform became the largest single liquidation case.

Investors using leveraged trading may be forced to close their positions due to insufficient margin if they encounter reverse price fluctuations. This kind of forced liquidation often aggravates market selling pressure during the decline.

Futures market data shows that the current rebound has not yet been strongly supported by new leveraged funds. According to Coinalyze data, open interest in bitcoin futures fell 1.9% in the past 24 hours to $27.1 billion. At the same time, the long-short position ratio rose to 1.85, with about 65% of tracking accounts holding bullish positions.

This means that despite the recent large-scale liquidation, bullish expectations have not completely disappeared. However, it is unclear whether investors are willing to support this expectation by creating new positions.

Why did STRK and KAIA rise strongly?

During the Bitcoin rally, some altcoins performed stronger. Starknet's STRK token has gained 33% in the last 24 hours. This trend stems from the project team revealing that it is evaluating the possibility of separating from Ethereum and transforming it into a standalone Layer-1 blockchain.

The Starknet team said the goal of potential changes is to achieve full quantum-resistant capabilities by 2027. However, the plan has not yet received final approval, so it cannot be asserted that the network will definitely break away from the Ethereum ecosystem.

Kaia (KAIA), stimulated by the listing news of Upbit, South Korea's largest cryptocurrency exchange, has risen by about 40% since the opening of the day. Aptos rose 12%, while Cosmos and Polkadot also rose about 10%. According to Binance data, RLC, SKL and AMP rose 40%, 30% and 20% respectively.

Even so, the overall altcoin market has not yet fully recovered. The CoinDesk 80 index was up 2.2% from the opening, while the CoinDesk 100 index still posted a 2.2% decline in the past 24 hours. The decentralized finance (DeFi) sector fell an average of about 4% during this period. The positive results of individual items have pushed up the prices of specific currencies, but the overall market selling pressure still exists.

Can Bitcoin's rebound last?

U.S. -listed exchange traded funds (ETFs) related to Bitcoin, Ethereum and Zcash recorded net outflows on Thursday. In contrast, XRP funds became the only crypto asset class to receive net inflows that day. This phenomenon shows that investors have not yet launched large-scale purchases through fund channels while the market is trying to stabilize.

When assessing the sustainability of the Bitcoin market, there are two key indicators worthy of focus: one is whether open interest in the futures market will grow again; the other is whether the flow of ETF funds can turn from negative to positive. Until these indicators show substantial improvement, it is too early to judge the beginning of a new bull trend based solely on the short-term rebound brought about by geopolitical statements.

The content of this article is based on general market data and does not constitute investment advice. Readers are advised to conduct independent research.