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比特币爆发性的新年涨势遭遇了重大的阻力墙,价格从 94,700 美元的高点回落,目前在 90,800 美元关口附近交易。尽管流入 ETF 的机构资金在结构上仍保持高位,但由于美国参议院银行业委员会正式将 2026 年 1 月 15 日定为《清晰法案》(数字资产市场清晰法案,CLARITY Act)的高风险审查日,市场动能于今日停滞。
监管的“不归路”
市场正在对《清晰法案》激进的时间表做出反应。共和党领导层正竞相在 1 月 30 日联邦财政拨款截止日期前通过该法案,以避免潜在的政府关门导致立法陷入瘫痪。
继周一高达 6.97 亿美元的巨额流入后,美国现货 ETF 在周二和周三出现了剧烈逆转,净流出达 2.43 亿美元(主要来自富达和灰度),标志着局部“去风险”阶段的到来。
接下来的动向?
技术分析师正密切关注 90,000 美元的心理支撑位。若日线收盘价低于此水平,可能会引发向 87,000 美元区域的清算事件。
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