{"data":[{"id":"20260429150910309483","title":"交易时刻：利率决议和大批科技巨头财报临近，BTC 7.8万已成阻力，7.5万转为支撑","summary":"文章聚焦全球宏观风险与市场反应：霍尔木兹海峡地缘紧张推升油价至百美元，加剧通胀担忧并压缩美联储降息预期；AI板块因OpenAI增长不及预期遭重挫，拖累半导体及算力相关股票；比特币在8万美元关口反复受阻，受FOMC决议前观望、美股科技股下跌及交易所抛压上升影响，短期承压震荡。","url":"https://news.marsbit.co/20260429150910309483.html","publishedAt":"2026-04-29T07:09:10Z","source":"Marsbit"},{"id":"20260428182610234383","title":"币股风向标丨Strategy上周投入2.55亿美元增持3273枚BTC；Bitmine资产总额达133亿美元，持有超507万枚ETH（4月28日）","summary":"文章聚焦美股科技巨头IPO（SpaceX、OpenAI、Anthropic）对市场流动性的冲击，分析其可能削弱加密资产买盘；同时详述美联储新任主席凯文·沃什听证会争议及政策不确定性，并汇总全球上市公司比特币、以太坊及山寨币（WLD、AVAX、TRX等）财库配置动态，强调BTC持仓增速骤降与AI+加密双轮战略新动向。","url":"https://news.marsbit.co/20260428182610234383.html","publishedAt":"2026-04-28T10:26:10Z","source":"Marsbit"},{"id":"20260427235012238007","title":"MSTR STRC 深度研究：11.5% 收益率背后的 BTC 融资飞轮","summary":"文章深度剖析STRC——Strategy（前MicroStrategy）推出的比特币支持永续优先股，分析其将固收资金转化为BTC买盘的机制、11.5%浮动收益背后的信用风险本质（等同于卖出BTC看跌期权），并指出其脆弱性在于mNAV跌破1.0倍触发的下行螺旋。预测2026年下半年mNAV持续低于阈值概率达70%，届时或现85–90美元买入点。","url":"https://news.marsbit.co/20260427235012238007.html","publishedAt":"2026-04-27T15:50:12Z","source":"Marsbit"},{"id":"20260427152711346746","title":"两场关键战役同步打响，BTC、HYPE方向选择迫在眉睫","summary":"文章聚焦比特币与HYPE代币的技术面分析，重点研判BTC在79,500–80,600美元关键分水岭的突破或承压走势，以及HYPE能否延续日线Ⅴ浪上涨结构；同时提供多周期结构判断、量化模型信号验证及分情景的中短线交易策略，强调纪律性风控与动态应对。","url":"https://news.marsbit.co/20260427152711346746.html","publishedAt":"2026-04-27T07:27:11Z","source":"Marsbit"},{"id":"20260427145909794827","title":"交易时刻：BTC再次冲刺8万，当下需守住7.7万关键支撑","summary":"文章聚焦比特币行情深度分析，重点围绕8万美元关键阻力位展开多空博弈：看跌方指出宏观流动性受限、历史周期见顶、巨鲸卖压集中；看涨方强调监管转向利好、ETF资金持续流入、链上指标释放积极信号。同时涵盖以太坊走势、主流ETF资金流及近期代币解锁等市场动态。","url":"https://news.marsbit.co/20260427145909794827.html","publishedAt":"2026-04-27T06:59:10Z","source":"Marsbit"},{"id":"20260427113508337357","title":"火币创始人李林出手：把 10000 枚 BTC 装进香港上市公司","summary":"火币创始人李林拟将家族办公室比特币交易团队注入香港上市公司Bitfire Group，推出受监管的Alpha BTC资产管理策略，目标吸纳超10000枚BTC；此举旨在构建亚洲本地化比特币资金入口，与美国ETF体系竞争，推动比特币敞口纳入香港监管金融基础设施。","url":"https://news.marsbit.co/20260427113508337357.html","publishedAt":"2026-04-27T03:35:08Z","source":"Marsbit"},{"id":"20260427103808767530","title":"调低 BTC 下一轮牛市的预期","summary":"作者基于对BTC未来增长动能减弱的判断，逐步降低比特币仓位，并下调下一轮牛市高点预期。核心原因包括：主权级 adoption（如央行储备）进展缓慢；加密行业整体萧条削弱BTC基本盘；最大买家Strategy融资成本飙升且孤军奋战；代币化黄金等竞品崛起；BTC安全预算压力加剧；个人机会成本上升转向优质公司资产。","url":"https://news.marsbit.co/20260427103808767530.html","publishedAt":"2026-04-27T02:38:09Z","source":"Marsbit"},{"id":"20260424155610495146","title":"交易时刻：BTC只要守住7.3万或能再冲刺8万，下周科技巨头财报密集来袭","summary":"文章聚焦4月24日前后全球金融市场动态：美股三大股指集体下跌，软件股遭重创引发AI商业模式担忧；半导体板块逆势大涨；比特币在8万美元关口承压震荡，多空分歧加剧，机构持续增持BTC ETF；同时汇总了ETF资金流、爆仓数据、代币解锁及机构购币等关键事件。","url":"https://news.marsbit.co/20260424155610495146.html","publishedAt":"2026-04-24T07:56:10Z","source":"Marsbit"},{"id":"20260422142712669929","title":"交易时刻：BTC强势上涨，市场期待填补8万-8.4万CME缺口 ","summary":"文章聚焦全球宏观风险与市场联动：中东局势升级加剧避险情绪，美股终结13日连涨，原油大涨、金银重挫；美联储降息预期降温；日韩股市创历史新高；AI芯片与科技股逆势走强；比特币突破77000美元但多空分歧显著，ETF持续净流入；罗素2000新高引发对山寨币相关性的争议。","url":"https://news.marsbit.co/20260422142712669929.html","publishedAt":"2026-04-22T06:27:13Z","source":"Marsbit"},{"id":"20260421170316996618","title":"币股风向标丨全球上市公司BTC单周净买入突破25亿美元，创近期新高；Bitmine上周增持101627枚ETH，为近四个月最大增持（4月21日）","summary":"中东局势缓和推动全球股市回暖，美股创历史新高；比特币财库上市公司单周净买入超25亿美元，Strategy持仓超越IBIT成全球最大BTC持有实体；ETH财库公司Bitmine大幅增持，Intchains加速AI赋能转型；Tether支持SKY代币财库公司SDEV融资，BNB Plus面临纳斯达克退市风险。","url":"https://news.marsbit.co/20260421170316996618.html","publishedAt":"2026-04-21T09:03:17Z","source":"Marsbit"}]}