Jurrien Timmer, mukuru wepasi rose macro paFidelity, akati bitcoin haina kukosha uye inotengeswa zvakanyanya.
Jurrien Timmer, uyo ane 126,000 vateveri veTwitter, akatsanangura kuti kunyange zvazvo Bitcoin yakadzokera kumazinga e2020, "mutengo-ku-network ratio" yakadzokera kumashure e2013 uye 2017.Izvi zvinogona kuratidza kusakoshesa.
Mumusika wemasheya, vatengesi vanoshandisa mutengo-kune-mubairo (P/E) zviyero kuti vaone kana mutengo wemari wakaderera kana kuti unodhura, uye wakakosheswa kana kusakosheswa.Kana chiyero chakakwirira, zvinoreva kuti kukosha kweasset kwakanyanyisa.Pane zvinopesana, kana reshiyo iri yakaderera, zvinoreva kuti kukosha hakuna kukoshesa.
Jurrien Timmer akaisa girafu Bitcoin kuti kudiwa curve, iyo inoratidza kupindirana pakati Bitcoin kuti vasiri zero kero (kanenge zvishoma Bitcoin) uye musika chivharo, achicherechedza kuti Bitcoin kuti mutengo zvino pazasi samambure curve.
Muongorori mukuru akatumirawo imwe chati achishandisa Glassnode's DormancyFlow chiratidzo, chaakaona chinoratidza kuti Bitcoin inotengeswa sei nehunyanzvi.
Entity-adjusted dormant traffic ndiyo yakakurumbira metric yekutonga kukosha kweBitcoin nekuenzanisa mutengo uye maitiro ekushandisa.Ichi chiratidzo chinoratidza vatengesi chiyero cheiyo cryptocurrency capitalization kune yayo yakazara dhora kukosha.
Maererano Glassnode, yakaderera dormant traffic inogona kuratidza kuwedzera kutenda pakati penguva refu vanobata, zvichireva kwenguva refu Bitcoin vane varidzi vari kutora kubva kunetseka vatengesi venguva pfupi.
Muongorori akati: Glassnode's dormant traffic metrics ave pamatanho asina kuonekwa kubvira 2011.
Morgan Creek Digital co-muvambi Anthony Pompliano akagovera manzwiro akafanana neMuvhuro, achitsanangura kuti kukosha kweBitcoin uye mutengo zvakasiyana, nevatambi vasina simba vachitengesa kune vatambi vakasimba.
Anthony Pompliano akati: “Zvatiri kuona kuchinja kubva pakubata kwevatambi vasina simba kwenguva pfupi kuenda kune vatambi vakasimba venguva refu.
Kutya kweBitcoin uye makaro indekisi yakawira kune 7 pa15, zvinoreva kuti yakawira munzvimbo yakanyanyisa kutya, iyo iriwo yakaderera kubva pachikamu chechitatu che 2019. Munguva yakapfuura, indexes yakawira mumagetsi akaderera, kazhinji anomiririra a kutenga mukana.
Ose ari maviri Fidelity Investments uye Jurrien Timmer anoramba ari mabhindauko paBitcoin.Fidelity Investments yakashanda kuti itange Bitcoin Retirement Investment Plan iyo ichabvumira vanhu vari muUnited States vane 401 (k) maakaunti ekuchengetedza kuti vatore mari muBitcoin.Timmer anofanotaura kuti Bitcoin ichakurumidza kuona kupora mumutengo wemari.
Ndizvo zvakafanana nemutengo wemichina yemigodhi.Mutengo wazvino uno watova mumutengo wakaderera.Kana iwe ukasima mari izvozvi, iwe uchawana mamwe mabhenefiti mune ramangwana.
Nguva yekutumira: Aug-03-2022