比特币在 7 月份的表现令人印象深刻，主要数字代币在过去 4 周内也达到了目标。
比特币 (BTC) 上涨超过四分之一，达到 24,000 美元，而以太坊上涨约 55%，交易价格约为 1,700 美元。
7月的第一周，BTC的价格带动了所有加密货币价格的强势上涨。一项 Arcane 研究表明，这毫不意外地促成了比特币矿业股的上涨。
由于矿工以 BTC 的形式赚取收入，因此加密货币价格的上涨应该有利于他们的收入和利润。
为了增加这方面的杠杆作用，矿工保留了大量他们开采的代币，而不是立即将它们转换成现金。当加密货币价格下跌时，这可能会出现问题，但当它上涨时，对其股价的影响会被放大。
我们可以从图中看出这些股票与 BTC 价格的联系有多紧密。
图表：Arcane Research/TradingView.com
根据新国际货币基金组织研究， 加密资产与股票等传统资产之间的联系随着使用量的增加而显着加强，限制了它们感知的风险分散收益并增加了市场不稳定的危险。
新兴市场经济体，其中许多率先采用加密资产，也表现出加密货币与股票之间更强的相关性。
如果您一直关注加密货币市场，您可能已经观察到随着比特币价格下跌，替代加密货币（通常称为山寨币）的价格也会随之下跌。当 BTC 的价格上涨时，我们预计山寨币的价值会立即上涨。
由于今年比特币的价格下跌了近一半，加密股票也不可避免地经历了今年上半年的低迷。 Arcane 研究显示，到 2022 年，持有比特币的 MicroStrategy (MSTR) 的股价下跌了 38%，加密货币矿工 Marathon (MARA) 下跌了 55%，加密货币交易所 Coinbase (COIN) 下跌了 60%。
然而，如果不是因为加密货币最近令人印象深刻的表现刺激了过去一个月的戏剧性回归，这些股票可能会更低。
自 7 月初以来，Marathon 上涨了近 180%，MicroStrategy 上涨了 102%，Coinbase 上涨了 100%。 MicroStrategy 或 Marathon 并没有导致这些价格上涨的实质性差异，但两家公司的价格都受到 BTC 价格的很大影响。
重要的是要认识到，在投资者信心方面，比特币经常拥有最终决定权。在买卖山寨币头寸之前，经验丰富的交易员和投资者会仔细监控比特币。
加密市场的未来方向将由宏观经济变量决定，但由于通货膨胀、石油成本上涨和对经济衰退的担忧，投资者可能会在未来几周内处于紧张状态。
精选图片来自 Finance Magnates，图表来自TradingView.com
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