{"data":[{"id":"20260618171111254941","title":"新火研究院：BTC 六万区间迎来密集抄底，「高性价比区间」迎来换手潮","summary":"比特币在6万美元区间出现密集抄底，市场恐慌情绪缓解，ETF流出收窄、负溢价修复，矿机关机成本支撑3-5万美元底部；新火集团OTC交易量激增，机构资金逆势入场；流动性释放与FOMC会议、CLARITY法案等政策预期构成上行驱动。","url":"https://news.marsbit.co/20260618171111254941.html","publishedAt":"2026-06-18T09:11:10Z","source":"Marsbit"},{"id":"20260618100908658698","title":"Arthur Hayes最新访谈：AI抽干市场流动性，年内BTC难回升至10万","summary":"Arthur Hayes清仓主要加密头寸，核心逻辑是AI资本支出泡沫即将见顶，叠加伊朗战争推高油价、特朗普可能转向反AI以争取中期选举选票，导致流动性被AI大量抽干，比特币等加密资产难以走强；他转而重配国债和能源股，并判断年内BTC难破10万美元。","url":"https://news.marsbit.co/20260618100908658698.html","publishedAt":"2026-06-18T02:09:09Z","source":"Marsbit"},{"id":"20260617142110089346","title":"对话 Arthur Hayes：AI 抽干了市场的流动性，年底 BTC 将在 10 万以下","summary":"Arthur Hayes清仓加密资产，主因是宏观推演：伊朗战争推高油价加剧通胀，特朗普为中期选举可能转向反AI监管，导致AI资本支出泡沫破裂；AI吸走市场流动性，拖累比特币表现；SpaceX等AI相关IPO估值荒谬，或成泡沫破裂导火索；其当前配置转向国债和能源股，预测年底比特币将跌破10万美元。","url":"https://news.marsbit.co/20260617142110089346.html","publishedAt":"2026-06-17T06:21:10Z","source":"Marsbit"},{"id":"20260617115908512582","title":"Wintermute 市场周报：伊朗战争结束，通胀符合预期，BTC 反弹至 6 万低位但别急着抄底","summary":"本周市场因美国5月CPI数据符合预期及伊朗冲突结束而反弹，油价大跌带动风险资产上涨，但加密市场缺乏稳定币、ETF和机构资金等结构性改善信号，当前行情仍属震荡，抄底为时过早。","url":"https://news.marsbit.co/20260617115908512582.html","publishedAt":"2026-06-17T03:59:09Z","source":"Marsbit"},{"id":"20260616172009636590","title":"币股风向标丨SpaceX披露持有18712枚比特币，价值11.8亿美元；Strategy连续两周斥资1亿美元低位扫货BTC（6月16日）","summary":"文章聚焦美股与加密资产财库上市公司动态：SpaceX披露持有18712枚比特币（价值11.8亿美元），Strategy连续两周斥资1亿美元增持BTC；Metaplanet收购日本证券公司以构建比特币金融生态；Mara Holdings增持BTC，Nakamoto出售BTC偿债；同时涵盖ETH、SOL及TRX等财库公司动向。","url":"https://news.marsbit.co/20260616172009636590.html","publishedAt":"2026-06-16T09:20:10Z","source":"Marsbit"},{"id":"20260616112422283334","title":"这几张图表，揭示了 BTC 为何能在 10 月前重回 10 万","summary":"文章分析比特币技术面走势，指出其在6万美元支撑区形成双底形态及周线RSI看涨背离，暗示可能在8-9月突破颈线8.1万美元，目标价达10.8万美元；同时警示熊旗形态未破及巨鲸向交易所转入BTC量激增带来的下行风险。","url":"https://news.marsbit.co/20260616112422283334.html","publishedAt":"2026-06-16T03:24:22Z","source":"Marsbit"},{"id":"20260616105610503585","title":"数据破译BTC周期：三大见底信号齐亮，Q4或成关键转折窗口？","summary":"文章分析比特币（BTC）当前市场位置，指出其自2025年10月高点回撤超52%，但跌幅低于历史熊市均值；结合减半周期规律、链上三大低位信号（MVRV Z-Score趋零、市价逼近全网已实现价格、首次触及200周均线）及宏观变量改善（美伊停战缓解通胀与高利率压制），判断2026年四季度或为关键底部转折窗口。","url":"https://news.marsbit.co/20260616105610503585.html","publishedAt":"2026-06-16T02:56:11Z","source":"Marsbit"},{"id":"20260615201405787327","title":"Strategy 上周增持 1587 枚 BTC，累计持仓达 846,842 枚","summary":"Strategy公司上周以约1亿美元增持1587枚比特币，资金来自MicroStrategy股票ATM计划；同期通过ATM出售约173.26万股MSTR股票，净募资2.09亿美元；截至6月14日，其比特币总持仓达846,842枚，总成本约640.7亿美元。","url":"https://news.marsbit.co/20260615201405787327.html","publishedAt":"2026-06-15T12:14:06Z","source":"Marsbit"},{"id":"20260611181148364496","title":"掷骰子、赢 BTC！WEEX 上线「世界杯x大富翁」，百万 USDT 派送中","summary":"2026年美加墨世界杯首次扩军至48支球队，链上预测平台Polymarket显示西班牙夺冠概率最高。WEEX交易所推出世界杯主题交易活动，结合大富翁游戏和赛事互动，提供代币奖励。","url":"https://news.marsbit.co/20260611181148364496.html","publishedAt":"2026-06-11T10:11:47Z","source":"Marsbit"},{"id":"20260609160011521869","title":"Saylor 买了 1,550 枚 BTC，但这可能是 Strategy 近期最糟糕的一笔交易","summary":"文章分析MicroStrategy（MSTR）通过ATM增发股票募资后仅部分资金买入比特币的行为，指出其在低于盈亏平衡mNAV（1.30）价位增发并稀释每股BTC含量（BPS），实质是牺牲MSTR股东利益维持STRC可持续性，导致BPS下降0.19%，属损害股东价值的糟糕交易。","url":"https://news.marsbit.co/20260609160011521869.html","publishedAt":"2026-06-09T08:00:12Z","source":"Marsbit"}]}