Bitcoin
thiab lwm yam cryptocurrencies yog limping tawm ntawm xyoo keeb kwm phem, tab sis nws tsis yog txhua qhov kev poob siab thiab kev ntxhov siab rau 2023, raws li ib tus thawj coj crypto uas zoo nkauj heev hu ua lub lag luam lig-2021.
Bitcoin tab tom hloov ob txhais tes nyob ib ncig ntawm peb lub hlis twg ntawm nws lig-2021 txhua lub sijhawm siab, nrog rau tag nrho kev lag luam peev ntawm crypto nqis mus txog $ 810 billion los ntawm ze li $ 3 trillion nyob rau tib lub sijhawm. Lub lag luam crypto yog nyob rau hauv kev nyuaj siab los ntawm ib tug tsis muaj cov khw muag khoom lag luam thiab persistence ntawm nruj nyiaj txiag tej yam kev mob, nrog rau kev lag luam ntsib kev muaj kev hem thawj los ntawm kev cai thiab waning paj.
Ryan Selkis, tus tsim thiab CEO ntawm Messari, ib pawg crypto ua lag luam txawj ntse, ceeb toom cov tub ua lag luam txog dab tsi tuaj txog ib xyoos dhau los. “Tsis yog nws tsuas xav tias me ntsis toppy? $ 30 nphom Shiba Inu lub khw muag khoom, Times Square NFT daim ntawv tshaj tawm? nws sau rau hauv nws daim ntawv qhia txog kev pom zoo txhua xyoo nyob rau lub Kaum Ob Hlis 2021.
Ib xyoos-thiab lub lag luam loj dais-tom qab, Selkis 'Crypto cov no rau xyoo 2023 nug "qhov no puas yog qhov tsaus ntuj ua ntej kaj ntug, lossis pib ntawm lub caij ntuj no Arctic ntev?"
Nov yog peb qhov kev kwv yees tseem ceeb rau Bitcoin los ntawm Messari daim ntawv tshaj tawm txhua xyoo:
Bitcoin ntawm Cov Ntawv Nyiaj Txiag
Ib tug loj tailwind rau crypto tau lub txais yuav Bitcoin raws li cov khoom muaj nqis los ntawm cov tuam txhab, tshwj xeeb tshaj yog software pawg
microstrategy
(ticker: MSTR) thiab
Tesla
(TSLA), thiab lwm yam. Cov qauv no yuav tsis nrawm rau xyoo tom ntej, raws li Selkis, tab sis tuaj yeem hloov mus rau lwm hom kev yuav khoom.
"Nyob rau hauv ib puag ncig tus nqi nce, Kuv tsis paub meej tias ntau tus neeg ua lag luam muaj nyiaj txaus siab thauj khoom ntawm daim ntawv tshuav nyiaj li cas Bitcoin," Selkis tau sau. Hloov chaw, Messari tus thawj coj pom tias nws muaj feem ntau tias kev ua lag luam yuav pom kev poob siab ntawm cov khoom lag luam raws li kev ntxhov siab crypto miners npog cov nqi thiab cov tub ua lag luam muag cov khoom muaj nqis los sau cov nyiaj poob rau se.
"L luv ntawm qhov tseem ceeb ntawm Fed pivot ntawm txoj cai paj laum, qhov kev thov tom ntej-sab kev poob siab rau Bitcoin yuav zoo li tshwm sim ntawm tsoomfwv qib siab thoob ntiaj teb, tsis yog cov tuam txhab loj," Selkis tau hais. El Salvador yog ib lub tebchaws tau dhia ntawm lub tsheb ciav hlau Bitcoin -rau feem ntau tsis zoo-tab sis nws puas yuav kawg?
On-Chain Signals Flash Yuav
Xyoo tas los, "tus tsav tsheb ntawm cov khoom vaj khoom tsev tau blinking 'muag' tab sis ntau ntawm peb tsuas yog pab tsis tau peb tus kheej," Selkis hais. "Cia peb hloov tsab ntawv xyoo no, thiab nug, 'peb tuaj yeem mus qis npaum li cas?"
Kev ua lag luam yog cov tsiaj nyaum uas tsis tuaj yeem xav txog, tab sis cov kws tshuaj ntsuam crypto thiab cov neeg koom ua lag luam feem ntau saib mus rau ntau yam kev ntsuas ntsuas thiab "on-chain" signals-raws li kev lag luam sau tseg ntawm blockchain network-rau kev yuav thiab muag cov ntsuas.
Selkis yog qhov tseeb heev tias nws ntseeg hauv crypto thiab yog bullish ntawm ntau ntu ntawm cov khoom vaj khoom tsev digital, yog li tej zaum nws tsis xav tsis thoob tias nws tau txheeb xyuas qhov ntsuas uas ua rau Bitcoin zoo li pheej yig. Tab sis nws tsim nyog saib.
Messari qhia txog qhov kev ntsuas hu ua Kev Lag Luam Tus Nqi rau Kev Pom Zoo (MVRV). Qhov no ntsuas tus nqi tam sim no lub sij hawm muab khoom - lossis lub khw muag khoom - tawm tsam tus nqi sib npaug ntawm Bitcoins uas tau tsiv hauv tsib xyoos dhau los ntawm tus nqi uas lawv tau muag kawg ntawm blockchain. "Kev ua lag luam cap tuaj yeem nyob zoo ib yam thaum paub txog tus nqi nce thiab rov ua dua. Nws yog ib qho kev ntsuas dynamic uas suav nrog kev ntws, "Selkis piav qhia.
"Ib qho MVRV uas hits 3 tau txhais tau tias 'muag tam sim no' thiab MVRV hauv qab 1 tau txhais tau tias 'pib sib sau' rau crypto tag nrho keeb kwm rau Bitcoin," sau Selkis, taw tes rau daim ntawv qhia kev lag luam uas qhia qhov ntsuas no ruaj khov hauv qab 1. "Qhov twg yog peb tam sim no? Lub Ib Hlis 2015. Lub Kaum Ob Hlis 2018. piv txwv li, Muag-a- raum-rau-m yuav-ntau thaj chaw."
Cov Kub Kub Digital thiab $ 500,000 Nqe Lub Hom Phiaj
Bitcoin tau ntev-tau muab piv rau "digital kub" thiab hyped raws li qhov chaw ruaj khov ntawm tus nqi uas tiv taus kev nce nqi vim tias cov khoom siv tsawg ntawm cov tokens. Thaum qhov kev sib cav sib ceg nce nqi tau los nyob rau hauv kev nyuaj siab hauv 2022, nrog cov nqi poob rau hauv tandem nrog cov khoom lag luam. Inflation ripped mus rau ntau xyoo caum highs, qhov sib piv rau ib daim ntawv tshiab ntawm kub tseem ua kom yuam kev.
Selkis tau hais tias "Bitcoin tab tom pib ua ntau dua li cov khoom muaj nqis nruab nrab tsis txaus ntseeg," Selkis tau hais. "Los ntawm ob qho tib si MVRV thiab qhov kev pheej hmoo rov qab los, Bitcoin zoo li me ntsis ntxim nyiam hnub no."
Messari tsis yog thawj pab pawg sim thiab tuaj txog ntawm tus nqi phiaj rau Bitcoin los ntawm kev siv kev sib piv rau kub, seb qhov ntawd yog los ntawm kev sib piv tus nqi txheeb ze thiab qhov tsis sib haum xeeb lossis xav tias yuav muaj dab tsi tshwm sim yog tias ob lub cuab tam nyob ntawm qhov sib npaug. Selkis ob lub qhov muag tshwj xeeb tshaj yog nyiam cov nqi phiaj - txawm tias nws tsis yog Bitcoin ntawm $ 1 lab, kwv yees los ntawm perma-bull Cathie Wood.
"Bitcoin qhov sib npaug nrog kub yuav ua rau 25x rov qab los, yog li muaj ntau yam nyiam hauv kev ntxiv 4% txoj haujlwm hauv digital kub rau txhua ooj kub koj yuav," Selkis hais. "Ntawm hnub no tus nqi, Bitcoin-kub parity yuav coj peb ib tug $500,000 Bitcoin."
Bitcoin ntawm $ 500,000 yog qhov quaj deb los ntawm sub-$17,000 theem hnub no. Tab sis muaj tseeb txhua yam ua ntej ntawm tus nqi - txawm tias nws yog ib qho luv luv Santa Claus Rally los yog mus sij hawm ntev pro-crypto thesis-relies, nyob rau hauv ib feem, ntawm kev cia siab.
Sau rau Jack Denton ntawm [email tiv thaiv]
Tau qhov twg los: https://www.barrons.com/articles/3-bitcoin-predictions-2023-51672153711?siteid=yhoof2&yptr=yahoo