EMJ Capital 创始人：长期资本将接棒比特币，本轮抛压主要来自 ETF 配置者的退出
2026-02-24 18:30:05
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ChainCatcher 消息，EMJ Capital 创始人 Eric Jackson 表示，尽管当前机构资金持续撤离，比特币正迎来一场“净化”。短期投机者被逐步淘汰，取而代之的是主权财富基金、企业财库与养老金等持有周期长达数十年的长期资本。
Jackson 认为，比特币已沦为与科技股联动的“高贝塔头寸”，当前抛压主要来自 ETF 配置者的退出，但这并非比特币叙事的终结，而是持有结构的重塑。他预计，随着稳定币供应回升及 IGV 抛压结束，比特币有望重获上涨动能。
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