UJurrien Timmer, iNhloko Yomhlaba Wonke ye-Macro kwa-Fidelity: I-Bitcoin ibaluleke kakhulu futhi idayiswa ngokweqile

UJurrien Timmer, inhloko ye-global macro kwa-Fidelity, uthe i-bitcoin ayibalulekile futhi ithengiswa kakhulu.

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U-Jurrien Timmer, onabalandeli be-Twitter be-126,000, wachaza ukuthi nakuba i-Bitcoin ibuyele emazingeni ka-2020, "inani lentengo-inethiwekhi" yayo ibuyele kumazinga ka-2013 no-2017.Lokhu kungase kubonise ukubukelwa phansi.

Emakethe yamasheya yendabuko, abatshalizimali basebenzisa izilinganiso ze-price-to-earnings (P/E) ukuze balinganise ukuthi intengo yesitoko iphansi noma iyabiza, futhi ivaluliwe ngokweqile noma ayibalulekile kangako.Uma isilinganiso siphezulu, kusho ukuthi inani lempahla likhulu kakhulu.Ngokuphambene nalokho, uma isilinganiso siphansi, kusho ukuthi inani alibukelwanga kangako.

U-Jurrien Timmer uthumele igrafu yejika lokufunwa kwe-Bitcoin, elibonisa ukugqagqana phakathi kwamakheli angewona aziro we-Bitcoin (okungenani ingcosana ye-Bitcoin) kanye nekhephu yemakethe, ephawula ukuthi intengo ye-Bitcoin manje ingaphansi kwejika lenethiwekhi.

Umhlaziyi we-macro uphinde wathumela elinye ishadi esebenzisa inkomba ye-Glassnode's DormancyFlow, aliphawulile libonisa ukuthi i-Bitcoin ithengiswa kakhulu kangakanani ngobuchwepheshe.

Ithrafikhi ethule eshintshiwe yebhizinisi iyimethrikhi edumile yokwahlulela inani le-Bitcoin ngokuqhathanisa inani nokuziphatha kwezindleko.Le nkomba ikhombisa abahwebi isilinganiso sosonhlamvukazi bamanje be-cryptocur lwemali enanini layo eliphelele ledola.

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Ngokusho kwe-Glassnode, ithrafikhi ephansi ethule ingase ibonise inkolelo eyengeziwe phakathi kwabanikazi besikhathi eside, okusho ukuthi abanikazi be-Bitcoin besikhathi eside bathatha izintambo kubathengisi besikhathi esifushane abakhathazekile.

Umhlaziyi uthe: Amamethrikhi ethrafikhi alele ye-Glassnode manje asemazingeni angakaze abonwe kusukela ngo-2011.

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Umsunguli weMorgan Creek Digital u-Anthony Pompliano wabelane ngomzwelo ofanayo ngoMsombuluko, echaza ukuthi inani le-Bitcoin nentengo kuyahlukahluka, nabadlali ababuthakathaka abathengisa kubadlali abanamandla.

U-Anthony Pompliano uthe: “Esikubhekileyo wukushintsha ekubeni ngabadlali ababuthaka isikhathi esifushane kuya kubadlali abaqinile abadlala isikhathi eside.

Inkomba ye-Bitcoin yokwesaba nokuhaha kwehle yaba ngu-7 ngomhlaka-15, okusho ukuthi isiwele endaweni yokwesaba okwedlulele, okuyizinga eliphansi kakhulu kusukela engxenyeni yesithathu ka-2019. Esikhathini esidlule, izinkomba zawela egiyeni eliphansi, ngokuvamile elimelela ukuthenga ithuba.

Kokubili iFidelity Investments kanye neJurrien Timmer zihlala zisebenza kuBitcoin.I-Fidelity Investments isebenze ukwethula i-Bitcoin Retirement Investment Plan ezovumela abantu base-US abanama-akhawunti okulondoloza angu-401(k) ukuthi batshale ngokuqondile ku-Bitcoin.I-Timmer ibikezela ukuthi i-Bitcoin izobona ngokushesha ukubuyiswa kwenani lemali.

Okufanayo kuyiqiniso ngentengo yeimishini yezimayini.Intengo yamanje isivele ikubanga lentengo ephansi.Uma utshala imali manje, uzothola izinzuzo ezengeziwe esikhathini esizayo.


Isikhathi sokuthumela: Aug-03-2022