细看这次下跌，你会发现几个骨节一，杠杆做市的脆弱性昭然若揭，4.3亿美元的多单灰飞烟灭，空单仅小赚2800余万美元；二，机构化使市场结构改变， 矿企减仓甚至清仓，恐惧指数跌至6，处在极端恐慌区；三，散户杠杆在宏观冲击面前薄如纸，13万爆仓者的惨烈，是规则的惩罚，也是参与者风向的证 词。 还记得去年十月的狂欢吗？比特币曾突破12.6万美元，那是"政治预期驱动"的盛宴，很多人预期特朗普若重返白宫，会带来更宽松的监管环境，资金于是蜂 拥而入，但市场并非儿戏，机构入场改变了游戏规则，Galaxy、Bitdeer等重量级玩家的加入，让投机的暴力模式失灵，Mike Novogratz直言不讳——这是行 业的转折期，风险承受不同、资本耐心各异的机构，把原本可以靠情绪推动的行情，推入了更理性的、也更残酷的淘汰赛。 矿工开始卖币了，Bitdeer本周将挖出的币几乎全部抛售，持仓降至零，这不是小概率事件，而是生产端对未来预期的投票；当生产者对价格不再抱持希望， 投机者的火堆便难以续燃，恐惧指数掉到6，这数字和矿场的灯火一起在黑夜里熄灭，说明市场信心已经裂开了缝隙。 回到国内，外面风雨欲来，对我们意味着什么？首先，监管与教育不能掉 ...

Bitcoin may have sold off today, but bitcoin mining stocks that are pivoting to AI enjoyed a strong rally alongside tech stocks. Tech in general bounced back from a selloff yesterday that was spurred by market jitters over workforce disruptions from AI, with the Nasdaq and S&P 500 respectively gaining 1% and 0.8%. In the realm of bitcoin mining stocks, companies leaning into AI saw the greatest rebound. Attesting to the cohort-wide rise, Hashrate Index’s Bitcoin Mining Stock Index – an industry benchmar ...

Core Viewpoint - The macro risk sentiment has weakened due to Trump's increase of global tariffs from 10% to 15%, leading to a significant drop in Bitcoin (BTC) prices in Asia, which fell below $65,000, triggering approximately $230 million in long liquidations [1] Group 1: Market Impact - BTC's current price is significantly below the average mining cost of approximately $84,000, indicating increased liquidity pressure on mining companies [1] - Bitdeer has liquidated its BTC reserves, and some mining companies are shifting towards AI business ventures [1] Group 2: Market Sentiment - Market selling pressure is more restrained compared to earlier in the year, with options skew not significantly widening [1] - ETF fund flows appear to resemble basis trading liquidation rather than a complete withdrawal, suggesting that positions are being adjusted rather than disappearing entirely [1]

Crypto hedge funds are sharply pulling back from the market, raising cash levels as risk appetite deteriorates across digital assets.  The move away from the market comes as experts suggest Bitcoin (BTC) is facing an “identity crisis.” Institutional Retreat From Bitcoin Accelerates Major crypto hedge funds have shifted their portfolios in early 2026. According to Nic Puckrin, co-founder of Coin Bureau, the average cash balance has risen to levels not seen since early 2025. Furthermore, for the first tim ...

2月23日，比特币直线下跌，跌破65000美元关口，最低报64232.8美元/枚。截至发稿，报64749.3美元/枚，跌幅超5%。 加密货币市场整体呈现下跌态势。截至发稿，以太坊、XRP币、BNB币跌幅均超6%，HYPE币跌幅超7%，SOL币跌幅超8%。 | 排名 | 币种 | | 价格 价格(24h%) | 资金费率 | 24小时成交额 | 成交额(24h%) | 市值 | | --- | --- | --- | --- | --- | --- | --- | --- | | ☆ = 1 = = | B BTC | $64634.1 | -5.15% | -0.0006% | $454.93亿 | +42.61% | $1.29万亿 | | 公 | + ETH | $1860.68 | -6.02% | -0.0138% | $316.60亿 | +49.63% | $2246.14亿 | | な | SOL | $78 | -8.64% | -0.0186% | $77.27亿 | +34.69% | $444.60亿 | | ☆ 4 | X XRP | $1.3372 | -6.52% | -0.015 ...

【导读】比特币大跌，加密货币市场超13万人爆仓 中国基金报记者 忆山 2月23日，比特币直线下跌，跌破65000美元关口，最低报64232.8美元/枚。截至发稿，报64749.3美元/ 枚，跌幅超5%。 加密货币市场整体呈现下跌态势。截至发稿，以太坊、XRP币、BNB币跌幅均超6%，HYPE币跌幅超 7%，SOL币跌幅超8%。 | 排名 币种 | | | 价格 价格(24h%) | 资金费率 | 24小时成交额 成交额(24h%) | | 市值 | | --- | --- | --- | --- | --- | --- | --- | --- | | 4 1 1 | B BTC | $64634.1 | -5.15% | -0.0006% | $454.93亿 | +42.61% | $1.29万亿 | | 2 2 4 ETH | | $1860.68 | -6.02% | -0.0138% | $316.60亿 | +49.63% | $2246.14亿 | | ा 3 | SOL | $78 | -8.64% | -0.0186% | $77.27 亿 | +34.69% | $444.60亿 | | ਪ ...

Singapore-based Bitcoin miner Bitdeer has liquidated its entire BTC treasury, abandoning the industry’s standard holding strategy. This drastic move comes as plunging mining profitability forces the company to restructure its debt and accelerate its AI pivot. Why did this Bitcoin Miner dump its Holdings? On February 20, the crypto mining company disclosed it held zero Bitcoin, completely draining its reserves. Notably, this excludes its customer deposits. The firm confirmed that it had sold its entire ...

吴说获悉，比特币矿企 Bitdeer 发布 BTC 周度更新：截至 2026 年 2 月 20 日，公司自有 BTC 持仓为 0 （不含客户存款）；本周产出 189.8 枚 BTC，已全部出售；净 BTC 变动为 -943.1 枚。 （来源：吴说） ...

吴说获悉，Bitdeer 宣布将原定 3 亿美元可转换优先票据发行规模上调至 3.25 亿美元，票面利率 5.00%，到期日为 2032 年 3 月 1 日，并授予承销商最高 5000 万美元超额配售权，预计于 2 月 24 日完 成交割。公司预计净募资约 3.15 亿美元，将部分用于约 2920 万美元对冲交易及约 1.382 亿美元回购 2029 年到期的 5.25% 可转债，其余资金将用于数据中心扩建、HPC 与 AI 云业务扩展、ASIC 矿机研发 制造及一般公司用途。同日，Bitdeer 还宣布以每股 7.94 美元发行 550 万股 Class A 普通股的定向增发 计划。 （来源：吴说） ...

JPMorgan Chase analysts say a new leader has emerged in the public Bitcoin mining race, and it is not MARA Holdings. Singapore-based Bitdeer has overtaken American Bitcoin (BTC) mining giant MARA (NASDAQ: MARA) in self-mining hash rate. According to JPMorgan analysts led by Reginald Smith, Bitdeer now allocates 63.2 exahashes per second (EH/s) to mine Bitcoin (BTC) for itself, surpassing MARA’s last reported 60.4 EH/s. Exahashes (EH/s) is a unit used to measure Bitcoin mining hashrate. One exahash equa ...