Matrixport:散户参与度低、缺乏新叙事及代币解锁卖盘致山寨币承压

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Gate News 消息,3 月 6 日,Matrixport 发布市场图表指出,过去一年山寨币行情未如预期。以往周期中比特币上涨通常带动资金外溢并传导至山寨币板块,但本轮周期这一机制明显弱化。

Matrixport 分析称,主要原因包括:第一,散户作为山寨币需求重要驱动力,本轮周期参与度依然偏低;第二,不少加密项目既缺乏足以带动市场的新叙事,也未能提供具备现实应用价值的解决方案;第三,市场面临早期投资者的持续供给压力,代币解锁与流动性释放不断带来新增卖盘,使市场反弹在供给端受阻。

受此影响,山寨币整体持续承压,投资者情绪普遍受挫。Matrixport 表示,市场中仍有局部走强品种,这类机会可通过市场结构信号识别。

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