Raws li cryptocurrencies tseem poob hauv av, nrog rau tag nrho cov lag luam cap poob rau $ 1.4 trillion thiab Bitcointus nqi poob rau $ 30,000, blockchain kws tshuaj ntsuam ntawm CoinShares thiab Glassnode tau pom qhov sib xyaw ua ke ntawm cov tub ua lag luam.
Muaj pov thawj tias cov tub ua lag luam tau siv cov nqi tsis txaus siab rau lub lim tiam dhau los los hloov cov khoom muaj nqis ntxiv rau hauv Bitcoin, Ethereum, thiab pauv cov khoom lag luam uas ua raws li lwm yam cryptocurrencies. Nws yog ib qho tsim nyog sau cia, txawm li cas los xij, tsis zoo li cov tub lag luam muag khoom, cov neeg ua lag luam nplua nuj nrog cov tuav loj (hu ua whales) thiab cov koom haum zoo li muaj nyiaj txiag txaus rau huab cua cua daj cua dub hauv khw.
Nyob rau lub asthiv dhau los, cov khoom lag luam crypto tau pom cov nyiaj tau los tag nrho $ 40 lab thiab Bitcoin pom cov nyiaj tau los ntawm $ 45 lab, raws li tsab ntawv ceeb toom tshiab CoinShares, ib qho kev qhia tias cov tub ua lag luam tau txais txiaj ntsig los ntawm kev ua lag luam kom nkag mus rau hauv kev sib pauv pauv khoom lag luam Bitcoin ntawm kev txo qis. tus nqi.
Daim ntawv tshaj tawm CoinShares taug qab cov khoom lag luam crypto pauv pauv, zoo li Greyscale Bitcoin Trust (GBTC), uas tau nqis peev ntau hauv Bitcoin (BTC) thiab tsom iav nws cov nqi txav. Cov ntaub ntawv hauv cov ntsiab lus: Hnub Monday yav tav su, GBTC shares tau nqis 19% hauv 5 hnub dhau los piv rau BTC poob 23%.
"Qhov zoo siab, peb tsis tau pom qhov sib txawv ntawm kev nqis peev cov khoom lag luam ua lag luam raws li peb feem ntau pom keeb kwm thaum lub sijhawm tsis muaj nqi," James Butterfill, tus thawj coj ntawm kev tshawb fawb ntawm CoinShares, tau sau rau hauv daim ntawv tshaj tawm, "Thiab nws tseem ntxov dhau los qhia yog tias qhov no yog qhov kawg ntawm 4 lub lis piam khiav ntawm kev xav tsis zoo."
Ib qho laj thawj: Thaum tus nqi tsis muaj zog tau ua rau Bitcoin thiab Ethereum poob 50% qis dua qhov siab tshaj txhua lub sijhawm lawv pom thaum lub Kaum Ib Hlis, nws tseem tsis zoo li yav dhau los dais lag luam.
"Nws tseem me me thaum piv rau qhov qis kawg ntawm kev lag luam Bitcoin ua ntej," Glassnode sau. "Lub Xya Hli 2021 tau nce mus txog qhov txo qis ntawm -54.2%, thiab cov lag luam dais ntawm 2015, 2018 thiab Lub Peb Hlis 2020 capitulated ntawm qis ntawm -77.2% thiab -85.5% tawm ntawm ATH."
Lub caij no, muaj qee qhov kev nqis tes ua hauv nqe speculation. Cov tub lag luam siv cov khoom lag luam yav tom ntej, ib hom kev sib tw, los twv seb qhov khoom vaj khoom tsev puas yuav nce lossis txo tus nqi. Ib daim ntawv teev cov nyiaj, $ 4 lab, ntws mus rau hauv luv luv Bitcoin ntawv cog lus (ib thawj koom ruam uas tus nqi yuav poob mus ntxiv) nyob rau lub lim tiam dhau los.
Qhov ntawd tau coj tag nrho cov cuab tam hauv luv luv Bitcoin cov khoom lag luam rau txhua lub sijhawm siab ntawm $ 45 lab. Txawm tias cov ntaub ntawv, cov cuab tam zaum ntev Bitcoin, optimistic tus nqi yuav txhim kho, tseem nyob deb tshaj luv luv Bitcoin khoom. Qhov $ 45 lab hauv cov khoom luv luv yog 0.15% ntawm $ 30 billion cov cuab tam raws li kev tswj hwm hauv cov khoom lag luam Bitcoin ntev, raws li CoinShares.
Tab sis theem ntawm kev cia siab yuav sai sai no ploj mus.
Hauv nws tsab ntawv xov xwm rau hnub Monday, Glassnode suav tias yog tus nqi poob rau ib puag ncig $ 33,600 ib BTC ua ntej cov tub ua lag luam crypto tau nyob rau hauv tib qhov kev ntxhov siab raws li pom hauv kev lag luam dais yav dhau los. Ib teev tom qab Glassnode tau tshaj tawm tsab ntawv tshaj tawm rau hnub Monday sawv ntxov, tus nqi tau ua qhov ntawd, poob qis li $ 30,516.07 ua ntej rov qab me ntsis.
Thaum CoinShares saib cov nyiaj pauv pauv uas muaj kev cuam tshuam ncaj qha rau cryptocurrencies, Glassnode txheeb xyuas cov ntaub ntawv blockchain rau cov hnab nyiaj uas muaj kev cuam tshuam ncaj qha rau kev lag luam crypto.
Los ntawm lawv cov kev suav, ntau dua 60% ntawm lub network tam sim no muaj qhov tsis paub tseeb.
"Cov theem no yog coincident nrog profitability pom nyob rau hauv lig-2018, thiab lig 2019-20 dais lag luam," Glassnode cov kws tshawb fawb tau sau tseg. "Txawm li cas los xij, nws yuav tsum tau muab sau tseg tias ob qho xwm txheej tau ua ntej qhov kev tshwm sim zaum kawg ntws tawm."
Disclaimer
Cov kev xav thiab cov tswvyim los ntawm tus sau yog rau kev qhia paub xwb thiab tsis yog nyiaj txiag, peev, lossis lwm yam kev qhia.
Qhov zoo tshaj plaws ntawm Decrypt ncaj nraim rau koj lub inbox.
Tau txais cov dab neeg zoo tshaj plaws uas tau txiav txim siab txhua hnub, txhua lub lim tiam & kev dhia dej tob ncaj nraim rau koj lub inbox.
Tau qhov twg los: https://decrypt.co/99831/bitcoin-tanking-what-institutions-whales-doing