Jurrien Timmer, Mtsogoleri Wadziko Lonse wa Macro ku Fidelity: Bitcoin ndiyotsika mtengo komanso yogulitsidwa kwambiri

Jurrien Timmer, wamkulu wa macro padziko lonse lapansi ku Fidelity, adati bitcoin ndi yotsika mtengo komanso yogulitsidwa kwambiri.

pansi4

Jurrien Timmer, yemwe ali ndi otsatira a Twitter a 126,000, adalongosola kuti ngakhale Bitcoin yabwerera ku 2020, "chiwerengero chamtengo wapatali chamtengo wapatali" chabwerera ku 2013 ndi 2017.Izi zitha kuyimilira kusawerengera.

Pamsika wamakono wamalonda, osunga ndalama amagwiritsa ntchito chiwerengero cha mtengo-to-earning (P/E) kuti adziwe ngati mtengo wamtengo wapatali ndi wotsika kapena wokwera mtengo, ndi wokwera mtengo kapena wochepa.Ngati chiŵerengerocho chiri chokwera, zikutanthauza kuti mtengo wamtengo wapatali wamtengo wapatali.M'malo mwake, ngati chiŵerengerocho chili chochepa, zikutanthauza kuti mtengowo ndi wochepa.

Jurrien Timmer anaika chithunzi cha Bitcoin ankafuna pamapindikira, zomwe zimasonyeza palinso pakati Bitcoin adiresi sanali ziro (osachepera pang'ono Bitcoin) ndi kapu msika wake, kunena kuti mtengo Bitcoin tsopano m'munsimu pamapindikira maukonde.

Katswiri wamkulu adayikanso tchati china chogwiritsa ntchito chizindikiro cha Glassnode's DormancyFlow, chomwe adawona chikuwonetsa momwe Bitcoin imagulitsira mwaukadaulo.

Magalimoto okhazikika osinthidwa ndi mabungwe ndi njira yodziwika bwino yowonera mtengo wa Bitcoin poyerekeza mtengo ndi momwe amawonongera ndalama.Chizindikirochi chikuwonetsa amalonda chiŵerengero cha ndalama zamakono za cryptocurrency ku mtengo wake wonse wa dola.

pansi5

Malinga ndi Glassnode, otsika matalala magalimoto angasonyeze chikhulupiliro chowonjezeka pakati pa omwe ali ndi nthawi yayitali, kutanthauza kuti omwe ali ndi Bitcoin akutenga nthawi yayitali kuchokera kwa ogulitsa omwe ali ndi nkhawa.

Katswiriyo adati: Ma metric a Glassnode ogona tsopano ali pamlingo womwe sunawonekere kuyambira 2011.

pansi6

Morgan Creek Digital co-anayambitsa Anthony Pompliano nawo maganizo ofanana Lolemba, kufotokoza kuti mtengo Bitcoin ndi mtengo ndi osiyana, ndi osewera ofooka kugulitsa osewera amphamvu.

Anthony Pompliano adati: "Zomwe tikuwona ndikusintha kuchoka kwa osewera ofooka kwakanthawi kupita kwa osewera amphamvu omwe amakhala nthawi yayitali.

Mantha a Bitcoin ndi umbombo index yagwera ku 7 pa 15, zomwe zikutanthauza kuti yagwera kumalo owopsa kwambiri, omwenso ndi otsika kwambiri kuyambira gawo lachitatu la 2019. kugula mwayi.

Onse Fidelity Investments ndi Jurrien Timmer amakhalabe okhazikika pa Bitcoin.Fidelity Investments yagwira ntchito kuti ikhazikitse ndondomeko ya Bitcoin Retirement Investment Plan yomwe idzalola anthu ku US omwe ali ndi 401 (k) ndalama zosungira ndalama kuti azigwiritsa ntchito ndalama za Bitcoin.Timmer akuneneratu kuti Bitcoin posachedwapa kuona kuchira pa mtengo wa ndalama.

Momwemonso ndi mtengo wamakina amigodi.Mtengo wamakono uli kale pamtengo wotsika mtengo.Mukayika ndalama pano, mupeza zopindulitsa zambiri mtsogolo.


Nthawi yotumiza: Aug-03-2022