近期加密货币市场回调引发广泛关注,许多人认为此次回调异常剧烈。笔者认为,此次回调主要受韩国市场动荡影响。韩国总统发布紧急戒严令的消息重创韩国加密货币市场,交易平台Upbit上的比特币一度暴跌30%,瑞波币更是跳水60%。与此同时,韩元兑美元汇率大幅下跌,韩国股票市场也遭遇重挫,例如iShares MSCI韩国ETF和三星电子股价均大幅下跌。 韩国市场的剧烈波动直接影响了全球加密货币市场的购买力,导致比特币等数字资产价格下跌,引发全球回调。虽然戒严令解除后市场短期内可能出现反弹,甚至冲击10万美元关口,但这波回调的根本原因仍需引起重视,韩国市场的风险溢出效应不容小觑。
SolarKnight
回复Thanks for the insightful analysis connecting the South Korean market turmoil to the recent crypto dip. The connection to the emergency decree and its impact on Upbit is particularly helpful.
StarRider
回复Thanks for the insightful analysis connecting the Korean market turmoil to the crypto dip. Good point about the risk spillover effect.