David Edwards

Rakabudiswa On: 04/10/2024
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BlackRock Inowedzera Bitcoin ETF Sphere, Kugamuchira Vepamusoro Wall Street Firms seVatori vechikamu.
By Rakabudiswa On: 04/10/2024
goridhe

Vanoongorora paJP Morgan vanoratidza kuti kusawirirana kuri kuitika kwezvematongerwo enyika, pamwe chete nesarudzo dzemutungamiri wenyika yeUS dziri kuuya muna Mbudzi, dziri kutyaira vanodyara mari kugoridhe neBitcoin semidziyo yakachengeteka mune iri kunzi "kutengeserana kwekudzikisira."

Mune chinyorwa chakaburitswa nemusi weChina, JP Morgan's Global Markets Strategy timu, kusanganisira Nikolaos Panigirtzoglou, Mika Inkinen, Mayur Yeole, naKrutik P Mehta, vakasimbisa kuti zvinhu izvi zviri kubatsirwa nekusagadzikana kwakawedzera. "Kukwira kuri kuita kusawirirana kwezvematongerwo enyika uye sarudzo dzemuUS dziri kuuya dzinogona kusimbisa izvo zvinonzi nevamwe vanoita zvekutengesa 'kutengesa kwakaderera,' nekudaro vachifarira goridhe neBitcoin," vaongorori vakadaro.

Goridhe Inowedzera Pakati peGeopolitical Kusagadzikana uye Dhora Kushaya simba

Kunyange zvazvo mhinduro yekutanga yegoridhe kuzviitiko zvezvematongerwo enyika ichangopfuura yakanga yakanyarara, mutengo wayo wakaona kukwira kwakanyanya mukota yakapfuura, ichiswedera ku $ 2,700 kubva munaSeptember 26. Maererano nevanoongorora, kuwedzera kwemutengo uku kwave kuchikonzerwa nekuderera kwe4-5%. dhora reUS uye kudonha kunooneka muUS Treasury chaiyo inobereka ne50-80 basis points. Zvisinei, vakacherekedza kuti kukoshesa kwegoridhe kunopfuura izvo zvinhu izvi zvoga zvingakarakadza, zvichiratidza kusimbisa patsva pa“kutengeserana kwokudzikisira.”

The Debasement Trade: A Hedge Against Inflation uye Currency Risks

"Kutengeserana kwekudzikisira" kuri kukurudzirwa nekusangana kwezvinhu, zvinosanganisira njodzi dzakasimba dzezvematongerwo enyika kubva muna 2022, inflation, kuwedzera kushomeka kwehurumende, uye kudzikira kuvimba nemari yefiat, kunyanya mumisika iri kusimukira. Vaongorori veJP Morgan vanosimbisa kuti masimba aya ari kuita kuti vanoisa mari dzavo vawane hupoteri muzvinhu zvakaita segoridhe neBitcoin, izvo zvinoonekwa senzira dzekurwisa kukwira kwemitengo nekuderedzwa kwemari.

Bitcoin: Digital Gold in Focus

Nepo Bitcoin, inowanzonzi "goridhe redhijitari," haisati yaratidza mutengo wegoridhe uchangoburwa, maitiro enhoroondo anoratidza kuti inogona kutevera nzira yakafanana. Chinyorwa chechangobva kuitika cheCryptoQuant chakaratidza kuti kuderera kwehomwe yeUS Treasury kwakawedzera mitengo yegoridhe, sezvakaonekwa panguva yedambudziko rezvemari muna 2008 apo mitengo yegoridhe yakakwira kubva pamadhora mazana mashanu nemakumi mapfumbamwe kusvika pachiyero chemadhora 590 paawandi imwe chete muna 1,900. Parizvino, goridhe rakwira kubva pamadhora zviuru zviviri kusvika pamadhora mazana maviri nemakumi manomwe. uye Bitcoin inogona kuwana kukwira kwakafanana.

Nekudaro, muongorori weCryptoQuant JA Maartuun akacherekedza mutsauko wechinguvana pakati pegoridhe neBitcoin. "Goridhe iri kutoita purofiti kubva mumamiriro ezvinhu aya, nepo Bitcoin isiri, zvichikonzera kuwirirana kwazvino pakati peBitcoin negoridhe," Maartuun akatsanangura. Zvisinei neizvi, tarisiro yenguva refu inoramba iine simba kune ese ari maviri midziyo pakati pekusagadzikana kwemacroeconomic.

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