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Glassnode用cumsum公式計算出當ETF出現淨流入的那些時刻,對應的BTC價格加權均價,它刻畫的是一條非常“行為化”的機構成本錨。目前BlackRock的平均成本為:$83,696;Fidelity平均成本為:$73,752;如今BTC已經跌破BlackRock平均成本,正在對Fidelity投資者的心理發起衝擊。難怪在過去的11月和12月期間,都是BlackRock投資者是看空的主角,而到了1月變成了Fidelity是拋售主力。如果說BlackRock以機構投資者為主,而Fidelity則普通散戶更多,再加上MSTR目前平均成本為$76,040有福可以不同享,有難一定要同當;現在好了,大家一起做家人!