比特币周四跌破8.3万美元，放弃了前一交易日的涨幅，尽管投资者重新涌入美国现货交易所交易基金。
Bitcoin retreated below $83,000 Thursday, giving up the previous session’s gains even as investors returned to US spot exchange-traded funds.
这款原始加密货币在亚洲早盘交易中一度下跌2.4%，新加坡时间下午1点左右报82700美元。以太币、索拉纳和XRP等较小代币也出现了约2%至3.5%的下跌。
The original cryptocurrency fell as much as 2.4% in early Asia trading, standing around $82,700 as of 1 p.m. in Singapore. Smaller tokens Ether, Solana and XRP also saw falls of roughly 2% to 3.5%.
此次回调与风险资产承压再度重合，投资者权衡参差不齐的科技业绩以及推高油价的中东紧张局势升级。亚洲股市和美国股票期货下跌，而布伦特原油升至110美元以上。
The retreat coincided with renewed pressure on risk assets as investors weighed mixed technology earnings and escalating Middle East tensions that have pushed oil prices higher. Asia equities and US stock futures were down, while Brent crude climbed above $110.
股市疲软使比特币“回到了其近期区间”，Orbit Markets联合创始人卡罗琳·莫龙表示。“我们预计未来几天将再次测试8.5万美元，不过信心可能依然有限，”她补充道，并指出美联储的鹰派信号可能会拖累情绪。
Weakness in equities has pushed Bitcoin “back to its recent range,” said Caroline Mauron, co-founder of Orbit Markets. “We expect $85,000 to be retested again in the coming days, though conviction is likely to stay limited,” she added, noting that hawkish signals from the Federal Reserve could weigh on sentiment.
机构对比特币的需求在近几日似乎正在回归，ETF流入强劲。美国上市的现货比特币ETF本周迄今已录得11亿美元净流入，从前两周9.096亿美元的净流出中恢复过来。
Institutional demand for Bitcoin looked to be returning in recent days with strong ETF inflows. US-listed spot Bitcoin ETFs have seen $1.1 billion in net inflows so far this week, recovering from the $909.6 million in outflows from the previous two weeks.
Deribit的期权定价仍显示出对下行保护的偏好。周五到期的比特币看跌期权中最大的未平仓头寸行权价为7.8万美元。
Options pricing on Deribit still shows a preference for downside protection. The largest outstanding positions for options to sell Bitcoin expiring Friday were at a strike price of $78,000.
比特币较一年前的历史高点12.6万美元以上下跌了三分之一。自8月以来的反弹曾引发一些希望，认为其今年可能重新测试10万美元，尽管近期部分源于对人工智能支出担忧的市场动荡已经降低了预期。
Bitcoin is down by a third from its all-time high above $126,000 a year ago. A rebound since August raised some hopes that it might retest $100,000 this year, although recent market tumult in part from concerns over spending on artificial intelligence has tempered expectations.
“鉴于宏观冲击和AI交易平仓，比特币表现得异常坚韧，”数字资产对冲基金Apollo Crypto的投资组合经理普拉蒂克·卡拉表示。“下一步预计将上涨。”
“Bitcoin has been incredibly resilient given macro shocks and AI trade unwind,” said Pratik Kala, a portfolio manager at digital-asset hedge fund Apollo Crypto. “The next move is expected to be higher.”