孔剑平：比特币价格驱动力正由“认知扩散”转向“供给收缩”
Dec 29, 2025 15:04:02
Chia sẻ để 
ChainCatcher 消息，原嘉楠科技董事会联席主席，现 Nano Labs 创始人及董事长孔剑平昨日发文表示：“比特币的接盘逻辑正在发生根本性变化。过去的牛市路径很清晰：极客→程序员→散户→主流金融，每轮上涨都是认知扩散的结果。
但 2024 年后，ETF 和机构化持仓改变了供需结构。一部分 BTC 正在转化为不参与短周期博弈的沉寂资产，就像黄金进入央行体系一样。当筹码被长期锁定，愿意反复进出的卖方越来越少，价格驱动力就会从“认知扩散”转向“供给收缩”。下一轮上涨，也许不再需要新的叙事和信仰。”
Tin tức mới nhất
Naoris Protocol's quantum-resistant blockchain goes live as Bitcoin and Ethereum face 'Q-Day' threats
Coindesk
Apr 3, 2026 23:44:38
Algorand Soars Double-Digits On Google ‘Post-Quantum Protocols’ Citation
Decrypt
Apr 3, 2026 11:35:36
AdEx Rebrands as heyAura, Shifting Focus to AI Agents for Web3 Wallets
Chainwire
Apr 2, 2026 21:06:26
Aztec Launches Alpha Network, Ethereum's First L2 for Private Smart Contracts
The Defiant
Apr 1, 2026 02:00:01
OneBullEx Launches AI-Native Futures Platform with Quant Research and Systematic Execution for Crypto Derivatives
Chainwire
Mar 31, 2026 13:46:42
