Bitcoin Diverges Los ntawm Tech Stocks raws li FTX Fallout txuas ntxiv

Bitcoin yog dua ib zaug diverging los ntawm nws correlation nrog equities li traders react rau ib tug poob siab cov nyiaj tau los lub caij thiab cov xov xwm tshiab ntawm FTX cov ntaub ntawv bankruptcy

Cov txiaj ntsig digital loj tshaj plaws 30-hnub dov kev sib raug zoo nrog Asmeskas cov peev txheej tau poob rau .17 lub lim tiam dhau los - nws qib qis tshaj txij li lub Kaum Ib Hlis 2021 - ua ntej rov qab mus rau .4, raws li cov ntaub ntawv los ntawm Kaiko. Qhov sib txheeb coefficient ntawm 1 txhais tau hais tias cov cuab tam tau txav mus los ua ke zoo kawg nkaus. 

"Nyob rau lwm lub limtiam, kev lag luam crypto yuav luag yeej muaj kev cuam tshuam loj tom qab lub lim tiam dhau los cov ntawv luam tawm nyiaj txiag, uas ua rau muaj kev cia siab tias kev nce nyiaj yuav nce siab thiab Fed yuav qeeb nws cov nyiaj txiag nruj," Kaiko cov kws tshawb fawb tau sau rau hauv ceeb toom Hnub Monday. "Thaum cov cuab tam crypto poob qis, Nasdaq 100 thiab S&P 500 dhia los ntawm 8.8% thiab 5.9%, feem."

Bitcoin thiab ether, los ntawm qhov sib txawv, yog kev lag luam zoo dua li lawv muaj nyob rau hauv ib xyoos. Ob qho khoom muaj nqis digital kaw hauv qhov kev nce siab me me hnub Monday, txhua qhov kev sib tw txog 1%. 

Lub caij no, crypto-txuas cov khoom lag luam - xws li pauv Coinbase, mining pab pawg Stronghold thiab tech firm MicroStrategy - tshaj tawm cov kev poob qis rau hnub Monday raws li FTX-fueled kev kub ntxhov txuas ntxiv. Coinbase poob ze li ntawm 7% thaum tav su ET, thaum Stronghold thiab MicroStrategy poob 4% thiab 5%, feem. Tag nrho peb lub tuam txhab ua lag luam ntawm Nasdaq. 

Cov kab liab liab loj nyob rau sab xis ntawm daim ntawv qhia pom qhov tsis zoo ntawm bitcoin thiab Nasdaq Composite

"MicroStrategy, uas pom tus nqi ntawm nws 130k BTC tuav tau poob qis los ntawm kwv yees li $ 500 lab hauv 5 hnub, sau npe qhov poob loj tshaj plaws hauv nws cov nqi sib koom, xaus lub lim tiam los ntawm 37%, "Kaiko cov kws tshawb fawb sau. "Qhov loj tshaj plaws BTC peev tsheb, Greyscale Bitcoin Trust (GBTC), poob 28% ntawm nws cov nqi." 

Qhov kev txav mus ntxiv rau lub puas-widening Greyscale luv nqi, uas ntsuas qhov sib txawv ntawm GBTC tus nqi sib koom thiab cov nqi lag luam ntawm cov hauv qab bitcoin tuav. Qhov luv nqi tau ntaus cov ntaub ntawv qis ntawm 41% lub lim tiam dhau los, raws li Ywj. Cov lus xaiv uas Alameda Kev Tshawb Fawb muaj qhov tseem ceeb GBTC txoj haujlwm yuav ntxiv rau kev muag khoom, cov kws tshuaj ntsuam tau hais. 

Thaum crypto-txog kev lag luam txav tau hnyav rau cov khoom lag luam hauv cov hnub tsis ntev los no, Big Tech qhov kev sib tw, uas pom Nasdaq nce 6% nyob rau tsib hnub ua lag luam, zoo li yuav nyob luv luv, cov kws tshuaj ntsuam ceeb toom. 

"Technology thiab kev loj hlob cov khoom lag luam tau rov qab tau qee qhov hauv av ntawm tus nqi tsis ntev los no tab sis peb tseem ntseeg tias kev nce qib hauv kev lag luam rov qab thiab tom qab ntawd cov paj laum ntau dua yuav yog lub hauv paus rau kev siv thev naus laus zis thiab kev hloov pauv los ntawm kev loj hlob mus rau tus nqi tuaj yeem siv los txo tech overweights, tab sis. Tsis txhob tso tseg super-cap tech tuav tag nrho, "Tom Essaye, tus tsim ntawm Sevens Report Research, tau hais.

Lub loosening ntawm crypto's Big Tech trading qauv yog kev thim rov qab ntawm lub hli ntev. Hauv Tej zaum, lub sib txheeb nruab nrab ntawm bitcoin thiab tech-hnyav Nasdaq tsoo 0.8 thawj zaug, thiab bitcoin's tandem trading mus rau qhov dav S&P 500 kuj ntaus cov qib zoo sib xws thaum lub Tsib Hlis. Nyob rau lub Rau Hli, kev sib raug zoo ntawm bitcoin thiab S&P 500 poob rau ib ncig ntawm 0.5 thiab tau hovered muaj txij li thaum, raws li Npib Metrics cov ntaub ntawv.


Tau txais cov xov xwm zoo tshaj plaws niaj hnub crypto thiab kev nkag siab xa mus rau koj lub inbox txhua hmo. Sau npe yuav Blockworks' tsab ntawv xov xwm pub dawb tam sim no.


  • Casey Wagner
    Casey Wagner

    Thaiv cuam tshuam

    Senior Reporter

    Casey Wagner yog New York-based ua lag luam neeg sau xov xwm hais txog kev tswj hwm, kev cai lij choj, cov tuam txhab peev nyiaj digital, cov qauv lag luam, cov tsev txhab nyiaj hauv nruab nrab thiab tsoomfwv, thiab CBDCs. Ua ntej koom nrog Blockworks, nws tau tshaj tawm txog kev lag luam ntawm Bloomberg Xov Xwm. Nws kawm tiav hauv University of Virginia nrog kev kawm tiav hauv Media Studies.

    Hu rau Casey ntawm email ntawm [email tiv thaiv]

Tau qhov twg los: https://blockworks.co/news/bitcoin-diverges-from-tech-stocks-as-ftx-fallout-continues/