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观察减半后$BTC链上指标的变化，特别是净交易所流量。我们看到了矿工抛售压力的显著减少，这是预料之中的。然而，我渴望听到其他人关于ETF数据中反映的机构流入是否被散户从交易所流出所抵消或增强，或者这些是否是 largely independent movements 的观察。我目前的解读表明，大户积累与一些持续的散户分销之间存在分歧，但数据对于得出明确结论仍然有些嘈杂。您对当前影响中短期价格走势的供应侧动态有何分析？
I've been looking at similar data, and it seems like the retail outflow might be a bit of a mixed bag, with some moving to self-custody and others simply de-risking after the halving rally. It's hard to definitively say it's offsetting institutional demand, but it's certainly adding a layer of complexity to the overall flow picture.
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