"Unxulumano" phakathi kwe-US stocks kunye ne-bitcoin iyanda

Nge-24 kaFebruwari ixesha laseBeijing, uMongameli waseRashiya uVladimir Putin wabhengeza ngokusemthethweni ukuba uya kwenza "imisebenzi yomkhosi" eDonbas, eUkraine.Emva koko, uMongameli waseUkraine uVladimir Zelensky wabhengeza ukuba ilizwe lingene kwimeko yemfazwe.

Njengokuba ngexesha lokushicilela, ixabiso lendawo yegolide limi kwi-$ 1940, kodwa i-bitcoin yawa phantse i-9% kwiiyure ze-24, ngoku ichazwe kwi-$ 34891, i-Nasdaq 100 ye-index futures yawela phantse i-3%, kunye ne-S & P 500 index futures kunye ne-Dow Jones index futures. yawa ngaphezu kwe-2%.

Ngokunyuka okubukhali kweengxabano ze-geopolitical, iimarike zezimali zehlabathi zaqala ukuphendula.Amaxabiso egolide anyukile, amasheya ase-US ahlehlisiwe, kunye ne-bitcoin, ethathwa njenge "golide yedijithali", ayiphumelelanga ukuphuma kwindlela ezimeleyo.

Ngokutsho kwedatha yomoya, ukususela ekuqaleni kwe-2022, i-bitcoin ibeke indawo yokugqibela ekusebenzeni kwempahla enkulu yehlabathi nge-21,98%.Kwi-2021, esandul 'ukuphela, i-bitcoin ibekwe kuqala kwiindidi eziphambili ze-asethi ngokunyuka okubukhali kwe-57,8%.

Umahluko omkhulu kangaka uxhokonxa ingcinga, kwaye eli phepha liza kuphonononga umba ongundoqo ukusuka kwimiba emithathu yezinto, isiphelo kunye nesizathu: ngaba i-bitcoin ngexabiso lemarike yangoku malunga ne-700 yeebhiliyoni zeedola isathathwa njenge "asethi ekhuselekileyo"?

Ukusukela kwisiqingatha sesibini sika-2021, ingqalelo yemalike yenkunzi yehlabathi igxile kwisingqi sokunyuka kwenzala yeFed.Ngoku ukuqina kongquzulwano phakathi kweRashiya kunye ne-Ukraine kuye kwaba lelinye idada elimnyama, elichaphazela umkhwa wazo zonke iintlobo ze-asethi yehlabathi.

Eyokuqala yigolide.Ukususela oko kwathi kwavela ungquzulwano phakathi kweRashiya neUkraine ngoFebruwari 11, igolide iye yaba lolona didi lwempahla lumangalisayo kwixesha elizayo.Ekuvulweni kwemarike yaseAsia nge-21 kaFebruwari, indawo yegolide yatsiba ngexesha elifutshane kwaye yatyhutyha i-US $ 1900 emva kweenyanga ezisibhozo.Unyaka ukuza kuthi ga ngoku, isivuno segolide seComex sifikelele kwi-4.39%.

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Ukuza kuthi ga ngoku, ikowuti yegolide yeCOMEX ibilungile kangangeeveki ezintathu ezilandelelanayo.Amaziko amaninzi ophando lotyalo-mali akholelwa ukuba isizathu esisemva koku sibangelwa ikakhulu kukulindela ukunyuka kwesantya senzala kunye neziphumo zotshintsho kwiziseko zoqoqosho.Kwangaxeshanye, ngokunyuka okubukhali kwamva nje kwemingcipheko ye-geopolitical, uphawu lwegolide “lokuchaswa komngcipheko” lubalasele.Ngaphantsi kolu lindelo, i-Goldman Sachs ilindele ukuba ekupheleni kwe-2022, ukubanjwa kwe-ETF yegolide kuya kunyuka ukuya kwiitoni ezingama-300 ngonyaka.Okwangoku, i-Goldman Sachs ikholelwa ukuba ixabiso legolide liya kuba yi-$ 2150 / i-ounce kwiinyanga ezili-12.

Makhe sijonge kwi-NASDAQ.Njengenye yezalathisi ezintathu eziphambili ze-stocks zase-US, iquka i-stocks ezininzi eziphambili zeteknoloji.Ukusebenza kwayo ngo-2022 kubi.

NgoNovemba 22, 2021, isalathisi seNASDAQ sivale ngaphezu kwe-16000 yamanqaku okokuqala kwimbali yayo, ibeka irekhodi eliphezulu.Ukususela ngoko, isalathisi se-NASDAQ saqala ukuhlehla ngokukhawuleza.Ukususela ngokuvalwa kwe-23 kaFebruwari, isalathisi se-NASDAQ sawela kwi-2.57% ukuya kwi-13037.49 amaphuzu, i-low low ukususela ngoMeyi kunyaka odlulileyo.Xa kuthelekiswa nenqanaba lerekhodi elibekwe ngoNovemba, liye lawa malunga ne-18.75%.

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Ekugqibeleni, makhe sijonge i-bitcoin.Ukuza kuthi ga ngoku, isicatshulwa samva nje se-bitcoin sijikeleze i-37000 yeedola.Ekubeni irekhodi eliphezulu le-US $ 69000 libekwe ngoNovemba 10, 2021, i-bitcoin ibuyele ngaphezu kwe-45%.Ngethuba lokuhla ngokukhawuleza kwe-24 kaJanuwari 2022, i-bitcoin yabetha i-$ 32914 ephantsi, kwaye emva koko yavula urhwebo olusecaleni.

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Ukususela kunyaka omtsha, i-bitcoin ifumene ngokufutshane i-$ 40000 uphawu ngoFebruwari 16, kodwa ngokuqiniswa kwengxabano phakathi kweRashiya ne-Ukraine, i-bitcoin ivaliwe iiveki ezintathu ezilandelelanayo.Unyaka ukuza kuthi ga ngoku, amaxabiso e-bitcoin awile nge-21.98%.

Ukususela ekuzalweni kwayo kwi-2008 kwintlekele yezemali, i-bitcoin ngokuthe ngcembe ibizwa ngokuba "yigolide yedijithali" kuba nayo ineempawu ezithile.Okokuqala, isixa esipheleleyo sihlala sihleli.I-Bitcoin yamkela itekhnoloji ye-blockchain kunye ne-algorithm yokubethela ukwenza isixa sayo siphelele kwi-21 yezigidi.Ukuba ukunqongophala kwegolide kuvela kwi-physics, ukunqongophala kwe-bitcoin kuvela kwimathematika.

Ngexesha elifanayo, xa kuthelekiswa negolide ebonakalayo, i-bitcoin kulula ukuyigcina kunye nokuthwala (ngokubalulekileyo umtya wamanani), kwaye ithathwa njengento ephezulu kunegolide kwezinye iinkalo.Kanye njengokuba igolide ngokuthe ngcembe ibe luphawu lobutyebi obuvela kwisinyithi esixabisekileyo ukusukela oko yangena kuluntu, ixabiso elinyukayo le-bitcoin lihambelana nokusukela abantu ubutyebi, abantu abaninzi bayibiza ngokuba "yigolide yedijithali".

"Izinto zakudala eziphumelelayo, amaxesha anzima egolide."Oku kukuqonda kwabantu baseTshayina kwiisimboli zobutyebi kwizigaba ezahlukeneyo.Kwisiqingatha sokuqala sika-2019, yadibana nokuqala kwemfazwe yorhwebo yase-Sino yaseMelika.I-Bitcoin yaphuma kwimarike yeebhere kwaye yanyuka ukusuka kwi-3000 yeedola ukuya malunga ne-10000 yeedola.Umkhwa wentengiso phantsi kolu ngquzulwano lwejografi usasaza ngakumbi igama le-bitcoin "igolide yedijithali".

Nangona kunjalo, kwiminyaka yakutshanje, nangona ixabiso le-bitcoin liye lanyuka ngokuguquguquka okubukhali, kwaye ixabiso layo lemarike ligqithise ngokusemthethweni i-US $ 1 yezigidigidi kwi-2021, ifikelela kwishumi lexabiso lentengiso yegolide (izibalo zibonisa ukuba ixabiso lemarike yegolide eyombiwayo. ngo-2021 malunga ne-US $ 10 yetriliyoni), ulungelelwaniso phakathi kokusebenza kwexabiso kunye nokusebenza kwegolide kuye kwaba buthathaka, kwaye kukho iimpawu ezicacileyo zokutsala ikhonkco.

Ngokutsho kwedatha yetshathi ye-coinmetrics, umkhwa we-bitcoin kunye negolide wawunokudibanisa okuthile kwisiqingatha sokuqala se-2020, kwaye ukulungelelaniswa kwafikelela kwi-0.56, kodwa ngo-2022, ukuhambelana phakathi kwexabiso le-bitcoin kunye negolide kuye kwajika.

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Ngokuchasene noko, ulungelelwaniso phakathi kwe-bitcoin kunye ne-US stock index iya phezulu kwaye iphezulu.

Ngokutsho kwedatha yetshathi ye-coinmetrics, i-coefficient yokulungelelanisa phakathi kwe-bitcoin kunye ne-S & P 500, enye yezalathisi ezintathu ezinkulu ze-stocks zase-US, ifikelele kwi-0.49, kufuphi nexabiso elidluleyo langaphambili le-0.54.Ukuphakama kwexabiso, ukuqina kokulungelelaniswa phakathi kwe-bitcoin kunye ne-S & P 500. Oku kuhambelana neenkcukacha zeBloomberg.Ekuqaleni kukaFebruwari 2022, idatha yeBloomberg ibonise ukuba unxibelelwano phakathi kwe-cryptocurrency kunye ne-Nasdaq yafikelela kwi-0.73.

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Ngokombono wendlela yokuthengisa, ukudibanisa phakathi kwe-bitcoin kunye ne-US stocks kuyanda.Ukunyuka nokuwa kwe-bitcoin kunye ne-teknoloji ye-stocks amaxesha amaninzi kwiinyanga ezintathu zakutshanje, kwaye ukususela ekuweni kwee-stocks zase-US ngo-Matshi 2020 ukuya ekuhlahleni kwee-stocks zase-US ngoJanuwari 2022, imarike ye-cryptocurrency ayizange iphume kwimarike ezimeleyo, kodwa ibonisa indlela yokunyuka kunye nokuhla kunye nezinye izitokhwe zeteknoloji.

Ukuza kuthi ga ngoku ngo-2022, yiyo kanye ingqokelela ehamba phambili ye-technology stocks "faamng" ekufutshane nokuncipha kwe-bitcoin.Ingqokelela yezikhulu zeteknoloji zaseMelika ezithandathu zehle nge-15.63% ngonyaka ukuza kuthi ga ngoku, ibeka inqanaba lokugqibela ekusebenzeni kwempahla yexabiso yehlabathi.

Idityaniswe nomsi wemfazwe, emva kokuqala kwemfazwe yaseRashiya yaseUkraine emva kwemini ye-24, i-asethi yengozi yehlabathi yawa kunye, i-US stocks kunye ne-cryptocurrency ayizange igcinwe, ngelixa ixabiso legolide neoli laqala ukunyuka, kwaye imarike yezemali yehlabathi yayilawulwa “ngumsi wemfazwe”.

Ngoko ke, ukusuka kwimeko yemarike yangoku, i-bitcoin ifana ne-asethi enobungozi kunokuba "i-asethi ekhuselekileyo".

I-Bitcoin idityaniswe kwinkqubo yezemali eqhelekileyo

Xa i-bitcoin yayiyilwe nguNakamoto, indawo yayo yatshintsha amaxesha amaninzi.Kwi-2008, indoda engaqondakaliyo ebizwa ngokuba yi-"Nakamoto cong" yapapasha iphepha egameni le-bitcoin, lizisa inkqubo yokuhlawula i-electronic point-to-point.Ukususela ekubhalweni, kunokubonwa ukuba indawo yayo yokuqala yayiyimali yedijithali enomsebenzi wokuhlawula.Nangona kunjalo, ukusukela ngo-2022, yi-El Salvador kuphela, ilizwe elincinci loMbindi waseMelika, elenze ngokusemthethweni uvavanyo lomsebenzi walo wentlawulo.

Ukongeza kumsebenzi wentlawulo, esinye sezizathu eziphambili zokuba uNakamoto adale i-bitcoin kukuzama ukulungisa imeko yangoku yokushicilelwa okungenamkhawulo kwemali kwinkqubo yemali yanamhlanje, ngoko wadala i-bitcoin kunye nenani elipheleleyo elipheleleyo, elikhokelela kwenye. ukubeka i-bitcoin njenge "anti inflation asset".

Ngaphantsi kweempembelelo zendyikityha yehlabathi ngo-2020, i-Federal Reserve yakhetha ukuhlangula imarike kwimeko engxamisekileyo, qalisa "i-QE engenamkhawulo" kwaye ikhuphe i-4 yezigidigidi zeedola ngonyaka.Iimali ezinkulu zaseMelika ezinexabiso elikhulu le-liquidity etyalwe kwizitokhwe kunye ne-bitcoin.Zonke iimali ezinkulu, kubandakanywa iinkampani zetekhnoloji, amaziko emali eyinkunzi, iimali zehedge, iibhanki zabucala kunye neeofisi zeentsapho, zikhethe “ukuvota ngeenyawo”, Kwimalike ye-encryption.

Isiphumo sale nto kukunyuka kwe-crazy kwixabiso le-bitcoin.NgoFebruwari 2021, uTesla uthenge i-bitcoin nge-$ 1.5 yezigidigidi.Ixabiso le-bitcoin likhuphuke ngaphezu kwe-$ 10000 ngosuku kwaye lifikelele kwixabiso eliphezulu le-$ 65000 kwi-2021. Ukuza kuthi ga ngoku, i-wechat, inkampani ebhalwe phantsi e-US, iqokelele ngaphezu kwe-bitcoins ye-100000 kunye nezikhundla ze-gray capital ngaphezu kwe-640000 bitcoins.

Ngamanye amazwi, i-bitcoin whale, ekhokelwa yinkunzi enkulu yeWall Street e-United States, iye yaba yeyona nto iphambili ekhokelela kwimarike, ngoko ke umkhwa wemali enkulu uye waba yi-vane yomoya ye-encryption market.

Ngo-Epreli ka-2021, i-coinbase, eyona nto inkulu yokutshintshiselana kwe-encryption e-United States, yadweliswa, kwaye iimali ezinkulu zinokufikelela ekuthotyelweni.Ngo-Oktobha 18, i-SEC iya kuvuma i-ProShares ukuba iqalise i-ETF ye-bitcoin.Ukuvezwa kwabatyalo-mali base-US kwi-bitcoin kuya kwandiswa kwakhona kwaye izixhobo ziya kufezeka ngakumbi.

Ngelo xesha, iCongress yase-US nayo yaqala ukubamba iingxoxo kwi-cryptocurrency, kwaye uphando malunga neempawu zayo kunye nezicwangciso zokulawula zaba nzulu kwaye zinzulu, kwaye i-bitcoin yalahlekelwa yimfihlakalo yayo yasekuqaleni.

I-Bitcoin ithe ngokuthe ngcembe yafakwa ekhaya kwi-asethi yomngcipheko endaweni yokuthatha indawo yegolide kwinkqubo yokusoloko ikhathazwa ziimali ezinkulu kwaye yamkelwe yimarike eqhelekileyo.

Ngoko ke, ukususela ekupheleni kwe-2021, i-Federal Reserve iye yakhawuleza isantya sokunyusa inzala kwaye yafuna ukumisa inkqubo "yokukhululwa okukhulu kwamanzi kwi-dollar yase-US".Isivuno sebhondi zase-US siye sanda ngokukhawuleza, kodwa i-stocks yase-US kunye ne-bitcoin zingene kwimarike yebhere yobugcisa.

Ukuqukumbela, imeko yokuqala yemfazwe yaseRashiya yase-Ukraine igxininisa i-asethi enobungozi yangoku ye-bitcoin.Ukususela ekutshintsheni ukuma kwe-bitcoin kwiminyaka yamuva, i-bitcoin ayisaqatshelwa "njenge-asethi ekhuselekileyo" okanye "igolide yedijithali".


Ixesha lokuposa: Mar-14-2022