【分析师：当前比特币价格依赖Strategy支撑，风投资金尚未大规模进场】金色财经报道，Empire 分析师 Jason Yanowitz 指出，若剔除 Strategy（原 MicroStrategy）的比特币购买行为，当前周期可能仍处早期，目前比特币价格完全依赖 Strategy 自去年末至今豪掷的超 200 亿美元。当前市场仍处于“纯玩家互割”（PvP）阶段，风投资金尚未大规模进场。 CMS Holdings 的 Dan Matuszewski 对此表示认同，他指出 2022 年熊市的影响仍在持续，市场流动性基本缺失，无法带动实质性资金流入，当前除“少数精选标的”外，尚未出现大规模资金流入。关于“是否到顶”的争论将愈演愈烈。但无论周期位置如何，我们需承认新监管层刚起步，其政策可能成为未来催化剂。
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