<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2026/01/bitcoin-1.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2026/01/bitcoin-1.png"/></p>
<p>比特币在周二大幅下跌，跌幅超过 3%，在美国早盘交易中跌破 90,000 美元，全球风险厌恶情绪席卷市场。</p>
<p>此次抛售是由于日本政府债券市场的剧烈动荡以及美国总统特朗普对欧洲重新发出的关税威胁，导致投资者纷纷逃离风险资产，转向传统避险资产。</p>
<p>全球最大的加密货币比特币跌至去年底以来未见的水平，抹去了 2026 年大部分的涨幅。</p>
<p>此次下跌使比特币的交易价格仅比年初高出约 3%，突显出市场情绪的迅速逆转。</p>
<p>损失并不仅限于比特币。以太坊在过去 24 小时内下跌超过 5%，使得这一第二大加密货币首次跌回心理重要的 3000 美元以下。</p>
<p>这一下降标志着在年初相对稳定的开局后出现了急剧的逆转。</p>
<h2>为什么比特币和其他山寨币在下跌</h2>
<p>看跌的势头波及了更广泛的数字资产市场。</p>
<p>XRP 和 Solana 均下跌超过 5%，而 Cardano 和 Dogecoin 则各下滑超过 4%。</p>
<p>总体而言，此次回调使整体加密货币市场市值减少了约 4%，使其徘徊在 3 万亿美元以上。</p>
<p>此次加密货币抛售反映了全球市场对风险资产的更广泛撤退。</p>
<p>在美国，纳斯达克综合指数周二下跌近 2%。亚洲和欧洲股市也受到压力，日本日经指数在隔夜下跌 2.5%，德国 DAX 指数下降约 1%。</p>
<p>相比之下，避险资产吸引了大量资金流入。黄金上涨超过 3%，白银上涨 7%，两种贵金属均创下新高。</p>
<p>投资者越来越多地转向金属，以应对地缘政治不确定性、贸易紧张局势和主权债务市场的不稳定。</p>
<p>日本政府债券市场的动荡加剧了这种不安。日本债券的剧烈抛售使收益率上升，扰乱了全球固定收益市场，并加大了对股票和加密货币等高风险资产的撤离。</p>
<h2>关税重燃 “卖美国” 贸易</h2>
<p>特朗普重新发出的关税威胁是市场反应的主要驱动因素。</p>
<p>白宫警告称，可能会从 2 月 1 日起对来自八个欧洲国家的进口征收 10% 的关税，税率可能在夏季上升至 25%。</p>
<p>对于加密货币投资者来说，这种言辞尤其具有破坏性。市场参与者回忆起去年四月，当时类似的关税威胁引发了剧烈的抛售，导致比特币在短时间内损失了约三分之一的价值。</p>
<p>特朗普希望将美国定位为全球加密货币中心的雄心，越来越多地将数字资产与美国的风险情绪联系在一起。</p>
<p>因此，所谓的 “卖美国” 贸易的重新出现对比特币和美国股票造成了沉重打击。</p>
<p>与此同时，资金流出数字资产，流入黄金。金属价格的飙升创下新高，包括今年早些时候首次突破每盎司 4700 美元，部分是由于投机性资金流入。</p>
<p>市场参与者表示，之前追逐比特币动能的投资者现在也在贵金属上进行同样的操作。</p>
<h2>策略继续进行比特币购买</h2>
<p>尽管出现了急剧下跌，但主要持有者的长期积累仍在继续。</p>
<p>全球最大的上市比特币持有者 Strategy 披露，上周以 21.3 亿美元的价格额外购买了 22,305 BTC，根据向美国证券交易委员会的备案。</p>
<p>这些购买的平均价格为每个比特币 95,284 美元。</p>
<p>此次收购使 Strategy 的总持有量达到 709,715 BTC，购买总成本约为 539.2 亿美元，平均成本为每个币 75,979 美元。</p>
<p>这种激进的购买凸显了短期市场波动与一些机构投资者之间的长期信念的分歧。</p>
<p>比特币跌破 90K，ETH、XRP 下滑 5%：是什么驱动了加密货币的血洗，首发于 Invezz。</p>

<p>比特币因全球风险厌恶而下跌超过 3%，跌至 9 万美元以下，主要受到日本债券市场动荡和美国重新提出的关税威胁的影响。以太坊和 XRP 也下跌超过 5%，导致整体加密货币市场市值下降 4%。黄金等避险资产大幅上涨，吸引资金流入，因为投资者寻求保护以应对地缘政治不确定性。尽管市场下滑，像 Strategy 这样的主要持有者仍在继续增持比特币，突显了短期波动与长期投资信念之间的分歧</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2026/01/bitcoin-1.png" alt="" original-src="https://invezz.com/wp-content/uploads/2026/01/bitcoin-1.png"/></p>
<p>Bitcoin fell sharply on Tuesday, dropping more than 3% to below $90,000 during US morning trading, as a wave of global risk aversion swept across markets.</p>
<div class="lb-trans"><p>比特币在周二大幅下跌，跌幅超过 3%，在美国早盘交易中跌破 90,000 美元，全球风险厌恶情绪席卷市场。</p>
</div><p>The sell-off was driven by a sharp rout in Japan’s government bond market and renewed tariff threats from US President Donald Trump against Europe, pushing investors out of risk assets and into traditional safe havens.</p>
<div class="lb-trans"><p>此次抛售是由于日本政府债券市场的剧烈动荡以及美国总统特朗普对欧洲重新发出的关税威胁，导致投资者纷纷逃离风险资产，转向传统避险资产。</p>
</div><p>The world’s largest cryptocurrency slipped to levels not seen since late last year, erasing much of its gains for 2026.</p>
<div class="lb-trans"><p>全球最大的加密货币比特币跌至去年底以来未见的水平，抹去了 2026 年大部分的涨幅。</p>
</div><p>With the move, Bitcoin was trading only about 3% above where it began the year, highlighting how quickly sentiment has reversed.</p>
<div class="lb-trans"><p>此次下跌使比特币的交易价格仅比年初高出约 3%，突显出市场情绪的迅速逆转。</p>
</div><p>Losses were not confined to Bitcoin. Ether fell more than 5% over the past 24 hours, sending the second-largest cryptocurrency back below the psychologically important $3,000 level for the first time since Jan. 2.</p>
<div class="lb-trans"><p>损失并不仅限于比特币。以太坊在过去 24 小时内下跌超过 5%，使得这一第二大加密货币首次跌回心理重要的 3000 美元以下。</p>
</div><p>The decline marked a sharp reversal after a relatively stable start to the year.</p>
<div class="lb-trans"><p>这一下降标志着在年初相对稳定的开局后出现了急剧的逆转。</p>
</div><h2>Why are Bitcoin and other altcoins going down</h2>
<div class="lb-trans"><h2>为什么比特币和其他山寨币在下跌</h2>
</div><p>The bearish momentum rippled through the broader digital asset market.</p>
<div class="lb-trans"><p>看跌的势头波及了更广泛的数字资产市场。</p>
</div><p>XRP and Solana dropped more than 5%, while Cardano and Dogecoin each slid more than 4%.</p>
<div class="lb-trans"><p>XRP 和 Solana 均下跌超过 5%，而 Cardano 和 Dogecoin 则各下滑超过 4%。</p>
</div><p>In total, the pullback shaved roughly 4% off the overall cryptocurrency market capitalisation, leaving it hovering just above the $3 trillion mark.</p>
<div class="lb-trans"><p>总体而言，此次回调使整体加密货币市场市值减少了约 4%，使其徘徊在 3 万亿美元以上。</p>
</div><p>The crypto sell-off mirrored a broader retreat from risk assets across global markets.</p>
<div class="lb-trans"><p>此次加密货币抛售反映了全球市场对风险资产的更广泛撤退。</p>
</div><p>In the US, the Nasdaq Composite was down nearly 2% on Tuesday. Asian and European equities also came under pressure, with Japan’s Nikkei index falling 2.5% overnight and Germany’s DAX declining about 1%.</p>
<div class="lb-trans"><p>在美国，纳斯达克综合指数周二下跌近 2%。亚洲和欧洲股市也受到压力，日本日经指数在隔夜下跌 2.5%，德国 DAX 指数下降约 1%。</p>
</div><p>Safe havens, by contrast, attracted heavy inflows. Gold surged more than 3%, and silver jumped 7%, with both precious metals hitting new record highs.</p>
<div class="lb-trans"><p>相比之下，避险资产吸引了大量资金流入。黄金上涨超过 3%，白银上涨 7%，两种贵金属均创下新高。</p>
</div><p>Investors increasingly turned to metals as protection against geopolitical uncertainty, trade tensions and instability in sovereign debt markets.</p>
<div class="lb-trans"><p>投资者越来越多地转向金属，以应对地缘政治不确定性、贸易紧张局势和主权债务市场的不稳定。</p>
</div><p>The turmoil in Japan’s government bond market added to the unease. A sharp sell-off in Japanese bonds sent yields higher, unsettling global fixed-income markets and reinforcing the move away from higher-risk assets such as equities and cryptocurrencies.</p>
<div class="lb-trans"><p>日本政府债券市场的动荡加剧了这种不安。日本债券的剧烈抛售使收益率上升，扰乱了全球固定收益市场，并加大了对股票和加密货币等高风险资产的撤离。</p>
</div><h2>Tariffs revive ‘sell America’ trade</h2>
<div class="lb-trans"><h2>关税重燃 “卖美国” 贸易</h2>
</div><p>Trump’s renewed tariff threats have been a central driver of the market reaction.</p>
<div class="lb-trans"><p>特朗普重新发出的关税威胁是市场反应的主要驱动因素。</p>
</div><p>The White House has warned it could impose 10% tariffs on imports from eight European countries starting Feb. 1, with the rate potentially rising to 25% by the summer.</p>
<div class="lb-trans"><p>白宫警告称，可能会从 2 月 1 日起对来自八个欧洲国家的进口征收 10% 的关税，税率可能在夏季上升至 25%。</p>
</div><p>For crypto investors, the rhetoric has been particularly damaging. Market participants recall April last year, when similar tariff threats triggered a sharp sell-off that saw Bitcoin lose roughly a third of its value in a short period.</p>
<div class="lb-trans"><p>对于加密货币投资者来说，这种言辞尤其具有破坏性。市场参与者回忆起去年四月，当时类似的关税威胁引发了剧烈的抛售，导致比特币在短时间内损失了约三分之一的价值。</p>
</div><p>Trump’s ambition to position the United States as the world’s crypto capital has increasingly linked digital assets to US risk sentiment.</p>
<div class="lb-trans"><p>特朗普希望将美国定位为全球加密货币中心的雄心，越来越多地将数字资产与美国的风险情绪联系在一起。</p>
</div><p>As a result, the re-emergence of the so-called “sell America” trade has weighed heavily on Bitcoin alongside U.S. stocks.</p>
<div class="lb-trans"><p>因此，所谓的 “卖美国” 贸易的重新出现对比特币和美国股票造成了沉重打击。</p>
</div><p>At the same time, capital has flowed out of digital assets and into gold. The metal’s surge to record highs, including its first move above $4,700 per ounce earlier this year, has been driven in part by speculative inflows.</p>
<div class="lb-trans"><p>与此同时，资金流出数字资产，流入黄金。金属价格的飙升创下新高，包括今年早些时候首次突破每盎司 4700 美元，部分是由于投机性资金流入。</p>
</div><p>Investors who previously chased momentum in Bitcoin are now doing the same in precious metals, market participants said.</p>
<div class="lb-trans"><p>市场参与者表示，之前追逐比特币动能的投资者现在也在贵金属上进行同样的操作。</p>
</div><h2>Strategy presses on with Bitcoin buying</h2>
<div class="lb-trans"><h2>策略继续进行比特币购买</h2>
</div><p>Despite the sharp downturn, long-term accumulation by major holders has continued.</p>
<div class="lb-trans"><p>尽管出现了急剧下跌，但主要持有者的长期积累仍在继续。</p>
</div><p>Strategy, the world’s largest publicly listed Bitcoin holder, disclosed that it bought an additional 22,305 BTC last week for $2.13 billion, according to a filing with the US Securities and Exchange Commission.</p>
<div class="lb-trans"><p>全球最大的上市比特币持有者 Strategy 披露，上周以 21.3 亿美元的价格额外购买了 22,305 BTC，根据向美国证券交易委员会的备案。</p>
</div><p>The purchases were made at an average price of $95,284 per Bitcoin.</p>
<div class="lb-trans"><p>这些购买的平均价格为每个比特币 95,284 美元。</p>
</div><p>The acquisition lifted Strategy’s total holdings to 709,715 BTC, bought for approximately $53.92 billion at an average cost of $75,979 per coin.</p>
<div class="lb-trans"><p>此次收购使 Strategy 的总持有量达到 709,715 BTC，购买总成本约为 539.2 亿美元，平均成本为每个币 75,979 美元。</p>
</div><p>The aggressive buying underscores the divide between short-term market volatility and long-term conviction among some institutional players.</p>
<div class="lb-trans"><p>这种激进的购买凸显了短期市场波动与一些机构投资者之间的长期信念的分歧。</p>
</div><p>The post BTC sinks below $90K, ETH, XRP slip 5%: what's driving the crypto bloodbath appeared first on Invezz</p>
<div class="lb-trans"><p>比特币跌破 90K，ETH、XRP 下滑 5%：是什么驱动了加密货币的血洗，首发于 Invezz。</p>
</div>

BTC sinks below $90K, ETH, XRP slip 5%: what’s driving the crypto bloodbath

- 比特币在美国早盘交易中下跌超 3%，跌破 $90,000。  
- 日本政府债券市场的抛售推动全球风险厌恶情绪，导致加密货币跌幅扩大。  
- 主要持有者战略公司继续在低迷市场中增持比特币，显示长期看涨信心。

invezz

NEOS Bitcoin High Income ETF

Grayscale Bitcoin Premium Income ETF

2 倍做多加密货币行业 ETF - Direxion

2 倍做多 MARA ETF - GraniteShares

Franklin Ethereum ETF

Valkyrie Bitcoin and Ether Strategy ETF

21Shares Ethereum ETF

Invesco Galaxy Ethereum ETF

Invesco Galaxy Bitcoin ETF

CoinShares Bitcoin ETF

Bitwise Bitcoin ETF

Hut 8 Mining

VanEck Bitcoin ETF

iShares Bitcoin Trust ETF

比特数字

Roundhill Bitcoin Covered Call Strategy ETF

Bitwise Ethereum ETF

Fidelity Wise Origin Bitcoin Fund - ETF

Bitwise XRP ETF

ProShares Bitcoin Strategy ETF

Grayscale Ethereum Covered Call ETF

Galaxy Digital

VanEck Ethereum ETF

WisdomTree Bitcoin Fund

Grayscale Bitcoin Miners ETF

Grayscale Ethereum Mini Staking ETF

2 倍做多 Coinbase ETF - Leverage Shares

Franklin Bitcoin ETF

IShares Ethereum Trust ETF

2 倍做多 COIN ETF - GraniteShares

COIN 周收益 ETF - Roundhill

Bitwise MARA Option Income Strategy ETF

Bitfarms Canada

BTCS

American Bitcoin

Coinbase

Marathon Digital

XRP ETF

Proshares Ether Strategy ETF

Fidelity Ethereum Fund

区块链 ETF - Amplify

BTC 跌破 90K 美元，ETH 和 XRP 下跌 5%：是什么引发了加密货币市场的暴跌