UJurrien Timmer, intloko ye-macro yehlabathi kwi-Fidelity, uthe i-bitcoin ayibalulekanga kwaye ithengiswa kakhulu.
UJurrien Timmer, onabalandeli be-Twitter be-126,000, wachaza ukuba nangona i-Bitcoin ibuyele kumanqanaba e-2020, "umlinganiselo wexabiso-kwinethiwekhi" ubuyele kumanqanaba e-2013 kunye ne-2017.Oku kunokubonisa ukuxabiseka.
Kwimarike yesitokhwe yemveli, abatyali-mali basebenzisa imilinganiselo yokufumana ixabiso (P/E) ukulinganisa ukuba ixabiso lesitokhwe liphantsi okanye liyabiza, kwaye lixabiseke kakhulu okanye lingabalulekanga.Ukuba umlinganiselo uphezulu, oko kuthetha ukuba ixabiso le-asethi ligqithiselwe.Ngokuchasene noko, ukuba umlinganiselo uphantsi, oko kuthetha ukuba ixabiso alibalulekanga.
Jurrien Timmer iposelwe igrafu yemfuno Bitcoin igophe, nto leyo ebonisa ukudibana phakathi kweedilesi non-zero Bitcoin kaThixo (ubuncinane kancinci Bitcoin) kunye ikepusi yayo yemarike, ephawula ukuba ixabiso Bitcoin ngoku ngezantsi igophe womnatha.
Umhlalutyi we-macro uphinde wathumela enye itshathi esebenzisa isalathisi se-Glassnode's DormancyFlow, esiphawule ukuba ibonisa indlela i-Bitcoin ethengiswa ngayo ngokugqithiseleyo.
I-entity-adjusted dormant traffic yimetric edumileyo yokugweba ixabiso leBitcoin ngokuthelekisa ixabiso kunye nokuziphatha kwenkcitho.Esi sibonakaliso sibonisa abarhwebi umlinganiselo wemali ye-cryptocurrency yangoku kwixabiso layo elipheleleyo ledola.
Ngokutsho kwe-Glassnode, i-traffic ephantsi yokulala ingabonisa inkolelo eyongeziweyo phakathi kwabanini bexesha elide, oku kuthetha ukuba abanini beBitcoin bexesha elide bathatha indawo kubathengisi bexesha elifutshane abanexhala.
Umhlalutyi uthe: I-Glassnode's dormant traffic metrics ngoku kumanqanaba angazange abonwe ukusukela ngo-2011.
Morgan Creek Digital co-umseki Anthony Pompliano wabelane imvakalelo efanayo ngoMvulo, echaza ukuba ixabiso Bitcoin kunye nexabiso divergent, kunye nabadlali buthathaka ukuthengisa abadlali anamandla.
U-Anthony Pompliano uthe: “Into esiyijongileyo kukutshintsha ukusuka ekubanjweni kwexesha elifutshane kwabadlali ababuthathaka ukuya kubadlali abomeleleyo bexesha elide.
Uloyiko lweBitcoin kunye nokubawa kwesalathiso kuye kwawa kwi-7 ngomhla we-15, oku kuthetha ukuba iye yawela kwindawo yoloyiko olugqithisileyo, elona nqanaba liphantsi kakhulu ukususela kwikota yesithathu ka-2019. ukuthenga ithuba.
Zombini iFidelity Investments kunye neJurrien Timmer zihlala zithengisa kwiBitcoin.I-Fidelity Investments isebenze ukusungula i-Bitcoin Retirement Investment Plan eya kuvumela abantu base-US kunye ne-401 (k) ii-akhawunti zokulondoloza ukuba batyale ngokuthe ngqo kwi-Bitcoin.I-Timmer iqikelela ukuba i-Bitcoin iza kubona ngokukhawuleza ukubuyiswa kwexabiso lemali.
Kuyafana nakwixabiso leoomatshini bemigodi.Ixabiso langoku sele likuluhlu lwexabiso eliphantsi.Ukuba utyala imali ngoku, uya kufumana izibonelelo ezininzi kwixesha elizayo.
Ixesha lokuposa: Aug-03-2022