{"id":4576,"date":"2025-11-06T08:09:18","date_gmt":"2025-11-06T08:09:18","guid":{"rendered":"https:\/\/www.coinspeaker.com\/tr\/?p=4576"},"modified":"2025-11-06T08:09:18","modified_gmt":"2025-11-06T08:09:18","slug":"kripto-piyasasi-dusus-hizlandi-bitcoin-etf-cikislari-artti-olasi-dip-seviyesi","status":"publish","type":"post","link":"https:\/\/www.coinspeaker.com\/tr\/kripto-piyasasi-dusus-hizlandi-bitcoin-etf-cikislari-artti-olasi-dip-seviyesi\/","title":{"rendered":"Bitcoin 100.000 Dolar\u0131n Alt\u0131na D\u00fc\u015ft\u00fc: Bo\u011fa m\u0131 Ay\u0131 Piyasas\u0131 m\u0131?"},"content":{"rendered":"
Kripto piyasas\u0131ndaki duyarl\u0131l\u0131k son derece karamsar ve korku doludur. Mevcut korku endeksi 20 seviyesindedir. Ve son alt\u0131 ay\u0131n en d\u00fc\u015f\u00fck seviyesine ula\u015fm\u0131\u015ft\u0131r. 4 Kas\u0131m gecesi saat 23.00\u2019te Bitcoin 104.000 dolardan d\u00fc\u015fmeye ba\u015flad\u0131. Ve 5 Kas\u0131m sabah\u0131 saat 05.00 civar\u0131nda 100.000 dolar\u0131n alt\u0131na inerek 98.944 dolara kadar geriledi. \u015eu anda ise toparlanarak 101.000 dolar civar\u0131nda dalgalanmaktad\u0131r. ETH, 3.500 dolardan 3.057 dolara kadar gerileyerek 24 saat i\u00e7inde yakla\u015f\u0131k %10 d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131. Ve \u015fu anda 3.300 dolar civar\u0131nda dalgalanmaktad\u0131r. SOL<\/a> 145 dolara kadar d\u00fc\u015ft\u00fc. Genel piyasa etkisiyle altcoinlerde de yayg\u0131n d\u00fc\u015f\u00fc\u015fler meydana geldi.<\/p>\n Coinglass\u2019e<\/a> g\u00f6re son 24 saatte toplam tasfiyeler 2,095 milyar dolara ula\u015ft\u0131. Uzun pozisyonlardaki tasfiyeler 1,682 milyar dolar olarak ger\u00e7ekle\u015fti. En b\u00fcy\u00fck tek tasfiye, HTX – BTC-USDT i\u015fleminde 47,8728 milyon dolar de\u011ferinde ger\u00e7ekle\u015fti.<\/p>\n Bitcoin<\/a> vadeli s\u00fcrekli s\u00f6zle\u015fmelerinde fonlama oran\u0131 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi. Uzun pozisyonlar bu oran\u0131 ayl\u0131k olarak \u00f6demektedir. Fonlama oran\u0131 yakla\u015f\u0131k %62 oran\u0131nda azald\u0131. A\u011fustos ortas\u0131nda tutar ayl\u0131k 338 milyon dolard\u0131. \u015eu anda bu tutar 127 milyon dolara geriledi. Piyasa spek\u00fclasyonu \u00f6nemli \u00f6l\u00e7\u00fcde azald\u0131.<\/p>\n D\u00f6rt ay\u0131n ard\u0131ndan BTC bir kez daha kritik 100.000 dolar seviyesini kaybetti. Bu, bir ay\u0131 piyasas\u0131n\u0131n ba\u015flang\u0131c\u0131 m\u0131?<\/p>\n Sal\u0131 g\u00fcn\u00fc ABD borsalar\u0131, Dow Jones\u2019un %0,53, S&P 500\u2019\u00fcn %1,17 ve Nasdaq\u2019\u0131n<\/a> %2 d\u00fc\u015fmesiyle g\u00fcn\u00fc tamamlad\u0131. Tesla %5, Nvidia yakla\u015f\u0131k %4 ve Strategy %6\u2019dan fazla de\u011fer kaybetti. ABD ve Avrupa hisse senedi endeksi vadeli i\u015flemleri de d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc s\u00fcrd\u00fcrd\u00fc. ABD hisse senedi yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in d\u00fcn \u015f\u00fcphesiz \u201cKara Sal\u0131\u201d oldu. Spot alt\u0131n<\/a> 4.000 dolar\u0131n alt\u0131na gerileyerek g\u00fcnl\u00fck %1,76 d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131.<\/p>\n \u00d6zellikle iki \u00f6nemli geli\u015fme, pop\u00fcler perakende hisselerinde sat\u0131\u015flar\u0131 do\u011frudan tetikledi. \u0130lk olarak, Palantir\u2019in kazan\u00e7 raporu b\u00fcy\u00fcme beklentilerine dair endi\u015feleri art\u0131rd\u0131. Palantir\u2019in \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek kazan\u00e7lar\u0131 g\u00fc\u00e7l\u00fc performans g\u00f6stermesine ra\u011fmen, piyasa y\u00fcksek de\u011ferlemesinin s\u00fcrd\u00fcr\u00fclebilirli\u011fini sorgulad\u0131. Bu y\u0131l %150\u2019den fazla y\u00fckselen perakende yat\u0131r\u0131mc\u0131lar\u0131n \u201cg\u00f6zdesi\u201d hisse, d\u00fcn sert bir d\u00fc\u015f\u00fc\u015fle g\u00fcn\u00fc yakla\u015f\u0131k %8 kay\u0131pla kapatt\u0131. Ve seans sonras\u0131 i\u015flemlerde de zay\u0131f kald\u0131. \u0130kinci olarak, efsanevi yat\u0131r\u0131mc\u0131 Michael Burry\u2019nin d\u00fczenleyici dosyas\u0131 son darbeyi vurdu.<\/p>\n 13F d\u00fczenleyici dosyas\u0131na g\u00f6re, \u201cThe Big Short\u201d filmiyle tan\u0131nan hedge fon y\u00f6neticisi Michael Burry’dir. \u00d6nceki \u00e7eyrekte Palantir ve \u00e7ip devi Nvidia \u00fczerinde k\u0131sa pozisyonlar ald\u0131.<\/p>\n Burry, sadece birka\u00e7 g\u00fcn \u00f6nce perakende yat\u0131r\u0131mc\u0131lar\u0131 piyasa co\u015fkusuna kar\u015f\u0131 uyarm\u0131\u015ft\u0131. K\u0131sa pozisyonlar\u0131n\u0131n a\u00e7\u0131klanmas\u0131, d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc tutumunu kesinle\u015ftirdi ve piyasa pani\u011fini h\u0131zla art\u0131rd\u0131.<\/p>\n Asya piyasalar\u0131nda, G\u00fcney Kore\u2019nin KOSPI endeksi %3,3 d\u00fc\u015ft\u00fc. Ve Kore Borsas\u0131 devre kesiciyi devreye soktu. Daha bir g\u00fcn \u00f6nce KOSPI rekor seviyeye ula\u015fm\u0131\u015ft\u0131. Kripto borsa i\u015flem hacimleri ise y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine gerilemi\u015fti.<\/p>\n ABD h\u00fck\u00fcmetinin kapanma sorunu h\u00e2l\u00e2 \u00e7\u00f6z\u00fclmedi. Makro piyasan\u0131n olumsuz etkisi alt\u0131nda, kripto paralar bir kez daha etkilendi.<\/p>\n Bu y\u0131l\u0131n ekim ay\u0131 ortas\u0131ndan itibaren Bitcoin<\/a> spot ETF\u2019lerinde b\u00fcy\u00fck \u00e7\u0131k\u0131\u015flar g\u00f6r\u00fcld\u00fc. Ekim ay\u0131 sonunda birka\u00e7 k\u00fc\u00e7\u00fck net giri\u015f olmas\u0131na ra\u011fmen, ekim sonu ve kas\u0131m<\/a> ba\u015f\u0131nda yine \u00f6nemli net \u00e7\u0131k\u0131\u015flar ya\u015fand\u0131.<\/p>\n 29 Ekim\u2019de tek g\u00fcnl\u00fck net \u00e7\u0131k\u0131\u015f 470 milyon dolara ula\u015ft\u0131. Ve ertesi g\u00fcn net \u00e7\u0131k\u0131\u015f 488 milyon dolar oldu. 31 Ekim\u2019den 3 Ocak\u2019a kadar tek g\u00fcnl\u00fck net \u00e7\u0131k\u0131\u015flar 180 milyon ila 190 milyon dolar aras\u0131nda ger\u00e7ekle\u015fti.<\/p>\n Bloomberg ETF analisti Eric Balchunas, Bitcoin ETF\u2019lerinin b\u00fcy\u00fcmesinin \u201ciki ad\u0131m ileri, bir ad\u0131m geri\u201d s\u00fcreci ya\u015fayaca\u011f\u0131n\u0131 ve \u015fu anda geri \u00e7ekilme a\u015famas\u0131nda olundu\u011funu belirtti.<\/p>\n Ethereum<\/a> spot ETF verileri de zay\u0131flama belirtileri g\u00f6stermektedir.<\/p>\n Ekim ortas\u0131ndaki b\u00fcy\u00fck net \u00e7\u0131k\u0131\u015flardan bu yana, genel e\u011filim net \u00e7\u0131k\u0131\u015flar\u0131n say\u0131 ve miktar olarak net giri\u015fleri b\u00fcy\u00fck \u00f6l\u00e7\u00fcde a\u015fmas\u0131 y\u00f6n\u00fcnde oldu. Ve hatta d\u00f6rt g\u00fcn \u00fcst \u00fcste net \u00e7\u0131k\u0131\u015f ger\u00e7ekle\u015fti. 29 Ekim\u2019den 3 Kas\u0131m\u2019a kadar tek g\u00fcnl\u00fck net \u00e7\u0131k\u0131\u015flar 80 milyon ile 180 milyon dolar aras\u0131nda de\u011fi\u015fti.<\/p>\n KE\u015eFED\u0130N: <\/strong>En \u0130yi Ethereum Tabanl\u0131 Meme Coinler \u2013 2025 Rehberi<\/strong><\/a><\/p>\n Kripto piyasa yap\u0131c\u0131s\u0131 Wintermute, destekleyici makro ortama ra\u011fmen kripto paralar\u0131n di\u011fer varl\u0131klar\u0131n gerisinde kald\u0131\u011f\u0131n\u0131 belirtti. K\u00fcresel likidite artsa da fonlar kriptoya akmad\u0131. Bu y\u0131l yaln\u0131zca stablecoin<\/a> arz\u0131 b\u00fcy\u00fcmeye devam etti. ETF giri\u015fleri durdu, BTC ETF varl\u0131klar\u0131 150 milyar dolar civar\u0131nda kald\u0131, dijital varl\u0131k azald\u0131. Wintermute, likiditenin performanstaki ana etken oldu\u011funu ve ETF ile DAT verilerini yak\u0131ndan izleyeceklerini s\u00f6yledi.<\/p>\n Liquid Capital kurucusu Yi Lihua, kademeli al\u0131m yap\u0131lmas\u0131n\u0131 \u00f6nerdi. ABD h\u00fck\u00fcmeti yeniden a\u00e7\u0131lmadan \u00f6nce bunun b\u00fcy\u00fck bir f\u0131rsat oldu\u011funu belirtti. ETH\u2019nin temellerinin sa\u011flam kald\u0131\u011f\u0131n\u0131, stablecoin arz\u0131n\u0131n artt\u0131\u011f\u0131n\u0131 ve kas\u0131m sonras\u0131nda piyasadan umutlu oldu\u011funu s\u00f6yledi.<\/p>\n \u00c7inli kripto analisti Ban Muxia \u015funlar\u0131 s\u00f6yledi. \u201cBitcoin konusunda bir\u00e7ok ki\u015fi yakla\u015fan piyasan\u0131n karma\u015f\u0131kl\u0131\u011f\u0131n\u0131 h\u00e2l\u00e2 hafife al\u0131yor. Bu k\u00fc\u00e7\u00fck ay\u0131 piyasas\u0131n\u0131n 84.000 dolar civar\u0131nda sona erme olas\u0131l\u0131\u011f\u0131n\u0131n y\u00fcksek oldu\u011funa inan\u0131yorum. Bu, fiyat\u0131n sorunsuz bir \u015fekilde 84.000 dolara d\u00fc\u015fece\u011fi anlam\u0131na gelmiyor. Bu kez muhtemelen karma\u015f\u0131k bir yatay d\u00fczeltme olacak. \u015eu anda fiyat\u0131n hafif\u00e7e 94.500 dolar civar\u0131na d\u00fc\u015fmesi, ard\u0131ndan son derece karma\u015f\u0131k bir konsolidasyon s\u00fcrecine girmesi olas\u0131d\u0131r. Bu s\u00fcre\u00e7te geri d\u00f6n\u00fc\u015flerin 116.000 dolar\u0131n \u00fczerine \u00e7\u0131kmas\u0131, ard\u0131ndan fiyat\u0131n yava\u015f\u00e7a 84.000 dolar ve alt\u0131ndaki %6-8 aral\u0131\u011f\u0131na gerilemesi m\u00fcmk\u00fcnd\u00fcr.\u201d<\/p>\n Bitwise Yat\u0131r\u0131m Direkt\u00f6r\u00fc Matt Hougan, Bitcoin\u2019in<\/a> 100.000 dolar\u0131n alt\u0131na d\u00fc\u015fmesine ra\u011fmen piyasan\u0131n yeni bir ay\u0131 d\u00f6neminden \u00e7ok dip seviyeye yak\u0131n oldu\u011funu belirtti. Bireysel yat\u0131r\u0131mc\u0131lar\u0131n umutsuzluk i\u00e7inde oldu\u011funu, s\u0131k s\u0131k tasfiyeler ya\u015fand\u0131\u011f\u0131n\u0131 ve piyasa duyarl\u0131l\u0131\u011f\u0131n\u0131n zay\u0131flad\u0131\u011f\u0131n\u0131 s\u00f6yledi. Ancak kurumsal yat\u0131r\u0131mc\u0131lar\u0131n ETF\u2019ler arac\u0131l\u0131\u011f\u0131yla al\u0131m yapmaya devam etti\u011fini vurgulad\u0131. Kurumlar\u0131n art\u0131k piyasan\u0131n ana itici g\u00fcc\u00fc haline geldi\u011fini ifade etti. Bireysel sat\u0131\u015flar\u0131n t\u00fckenme noktas\u0131na yakla\u015ft\u0131\u011f\u0131n\u0131 ve Bitcoin\u2019in dip seviyesinin yak\u0131nda g\u00f6r\u00fclece\u011fini s\u00f6yledi. Hougan, fiyat\u0131n 125.000-130.000 dolar aral\u0131\u011f\u0131na y\u00fckselebilece\u011fini, ideal ko\u015fullarda 150.000 dolara ula\u015fabilece\u011fini belirtti. Ayr\u0131ca kripto piyasas\u0131n\u0131n<\/a> bir sonraki a\u015famas\u0131n\u0131n daha rasyonel sermaye taraf\u0131ndan y\u00f6nlendirilece\u011fini dile getirdi.<\/p>\n
<\/p>\nABD Hisseleri Sert D\u00fc\u015ft\u00fc<\/h2>\n
<\/p>\nBitcoin ve Ethereum Spot ETF\u2019lerinden B\u00fcy\u00fck Net \u00c7\u0131k\u0131\u015flar<\/h2>\n
<\/p>\n
<\/p>\nPiyasa G\u00f6r\u00fcn\u00fcm\u00fc<\/h2>\n
Sonu\u00e7<\/h2>\n