Coinbase: Visione cautamente ottimista del mercato attuale, la bolla speculativa si è sgonfiata
By: theblockbeats.news|2025/12/10 12:45:59
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BlockBeats, 10 dicembre. Coinbase Institutional ha pubblicato sui social media che le turbolenze di mercato di novembre potrebbero aver preparato il terreno per il trend di dicembre. A novembre, l'open interest dei contratti perpetui su BTC, ethereum-eth-143">ETH e SOL è diminuito del 16% rispetto al mese precedente; gli ETF spot statunitensi hanno registrato deflussi per 3,5 miliardi di dollari per BTC e 1,4 miliardi di dollari per ETH; il tasso di finanziamento dei contratti perpetui su BTC è sceso brevemente al di sotto di 2 deviazioni standard dalla media mobile a 90 giorni prima di rimbalzare.
Coinbase Institutional ritiene che il sentimento cautamente ottimista sul mercato sia dovuto al fatto che la bolla speculativa si è sgonfiata, con il rapporto di leva finanziaria sistemico sceso da circa il 10% del valore totale di mercato in estate al 4%-5%, il che indica una struttura di mercato più sana e rende meno probabile un brusco ritracciamento prima della fine dell'anno.
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