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[虚拟币交流]
宏观 FUD 如何影响比特币并引发“不同”的山寨币季（转）
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最近，在比特币日益占据主导地位的背景下，山寨币一直在苦苦挣扎
# c9 b- N5 P4 A: o) n! T, U+ n新型的山寨币季节最终能否扭转比特币的势头？
5 c8 P) E0 k7 O t六月历来是一个比特币[BTC]比特币 (BTC.D) 确立了其主导地位，今年也不例外。事实上，BTC.D 已攀升至 65% 以上，创下新的周期高点。
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; T/ j; x. v' c. n6 P: B然而，今年地缘ZZ紧张局势又增添了新的变数。通常情况下，人们会预期资本会流入投机性资产，以利用短期波动。然而，BTC.D 却一路走高。2 u, M( }+ {+ K5 H
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这是市场的转折点吗？宏观的 FUD 进一步巩固了比特币的避险属性，而这一属性曾经只存在于山寨币?
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# D- z7 F# I) v- r3 U# a/ K随着资本整合至 BTC，山寨季指标下跌+ y8 S: R$ i4 e1 m3 l
要了解比特币和山寨币之间的关系，我们需要退一步来看。
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* t0 k+ R4 L7 {在 2022 年熊市期间，一系列连锁冲击导致 BTC 暴跌，导致年度净亏损 65%，并以 16,531 美元的价格收盘。6 r% f- x. W7 g9 r; D! s) c! d
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有趣的是，同年第二季度以太坊的[ETH]相对于比特币而言，ETH 的表现达到峰值。ETH 吸引了资金轮动，甚至在 8 月中旬引发突破，在此期间表现优于 BTC。
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简而言之，包括美联储大幅加息和 LUNA/UST 崩溃在内的宏观不利因素促使投资者寻求另类资产的对冲，短暂地为以太坊等山寨币带来了优势。1 D( D$ b4 c+ {% P% h) ?9 @
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三年后，形势发生了逆转。
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这 altseason指标处于两年来的最低点，山寨币的月度损失达到两位数，而比特币的主导地位已飙升至四年来的最高点——与此同时，宏观压力继续考验牛市的信念。
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发生了什么变化？机构资本.- f/ S$ P* g- L6 Y3 o3 N/ J6 M
" d5 U9 H; Z; ^* f. |2 ~大型投资者如今主导着市场流动。而且，他们对BTC的偏好，将其作为宏观对冲工具和流动性锚，使其主导地位持续上升。% y- ` b. ~$ a2 z( b) Y) W
* a3 {) N- c2 v$ P9 g零售业也开始迎头赶上。随着比特币表现出更强的资本韧性，许多人选择将资金投入BTC，以长期稳定性，而不是追逐高贝塔山寨币以获得短期投机回报。! f# ]) X% Q, @4 J& X W
' I% d" i9 S$ ?5 l( C& I因此，只要市场保持波动且宏观风险依然存在，山寨币轮换就可能继续处于观望状态。
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. X7 \/ j3 n: ?! `9 T山寨币第 2.0 季 – 建立在实用性而非炒作之上" I2 R4 G' s8 i/ e' Q. Q9 X2 Q
我们可能正走向一个截然不同的山寨币季，它不再受“炒作”驱动，而是真正的实用性驱动。这一次，像以太坊这样强大的 Layer 1 链，索拉纳[SOL]，XRP 可能会引领潮流。
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) n; R. Y0 `) \; R! x M这些网络不仅仅是与比特币竞争。它们正在构建新数字经济的基础，并引领风险加权资产 (RWA)、DePIN 和稳定币等趋势。; x4 }6 P* n) t
3 b. z7 n4 @+ K6 l+ s. k4 I; VXRP新的稳定币，RLUSD就是一个很好的例子。它已经以 4.28 亿美元的市值跻身前 20 名，并且正在进军价值 2560 亿美元的庞大稳定币市场。, T9 } c5 G* K4 j/ e9 \
9 L% F7 {1 D0 `尽管如此，要让真正的山寨币市场腾飞，市场需要一个像 NFT 或模因币是过去的事了。话虽如此，我们已经看到市场行为发生了明显的转变。6 V8 h' V }* q7 c& t/ y
3 y9 M' r1 \& t0 [, b在机构资金流动的推动下，比特币的主导地位并未减弱。然而，在表面之下，山寨币正转向现实世界的应用。而且，这种转变最终可能会让局面重新对他们有利。
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