ByteTree tus tsim Charlie Morris txheeb xyuas plaub yam uas tuaj yeem pab nkag siab tias Bitcoin thiab cryptocurrencies tau teb li cas rau qhov kev poob qis tsis ntev los no, thiab dab tsi tseem yuav tshwm sim.
Cov yam tseem ceeb yog cov ntaub ntawv ntawm cov saw hlau, kev txheeb xyuas kev lag luam, kev nqis peev, thiab kev sib tw macro.
Technical thiab kev tsom xam ntawm Bitcoin tus nqi
Qhov kev ntsuam xyuas no qhia tau tias nws lig dhau lawm kom ceev faj, tab sis nws yog qhov zoo dua rau ua siab ntev. Qhov tseeb, lub network zoo nkaus li ruaj khov, cov tub ua lag luam hauv tuam txhab tsis tau tawm hauv kev lag luam crypto, thiab cov xwm txheej macro yuav txhim kho nyob rau qee lub sijhawm.
Cov nqi tau ruaj khov nyob rau lub lim tiam dhau los, nrog a me ntsis nce kev ntseeg siab hauv kev lag luam tom qab kawg ntawm lub sijhawm nyuaj muag.
Analysis ntawm cov ntaub ntawv nyob rau hauv chains
Hais txog cov ntaub ntawv ntawm cov saw hlau, lub network tau pom tsuas yog ib qho kev cog lus me me piv rau cov voj voog yav dhau los, txawm tias qhov tawg ntawm cov nqi, thiab qhov no yuav tsum pom tias yog qhov zoo. qee qhov nqi ntawm BTC los ntawm kev ua haujlwm hauv network thiab cov teebmeem. Kuj tseem tsis muaj qhov poob qis hauv kev lag luam loj-tus nqi, uas yuav qhia tau tias kev ua haujlwm hauv tsev tau tseem siab.
Miners yog suav tias scaling rov qab lawv cov kev ua ub no thiab cov nqi pauv mus ntxiv, txawm tias qis dua qhov nruab nrab ntawm ib tus neeg sib pauv.
Morris sau tseg tias thaum lub voj voog tam sim no, lub tus nqi ntawm BTC tau ua correlated nrog miner stocks, ib yam li nws yog nyob rau hauv ib txwm khoom lag luam. Los ntawm qhov no, nws xaus lus tias cov khoom lag luam yuav tawm tsam kom poob ntau tshwj tsis yog Satoshi's BTC raug tso tawm rau hauv kev ua lag luam (uas yog qhov tsis zoo).
Kev txheeb xyuas tus nqi
Los ntawm kev tsom xam kev tsom xam, cov kev xav tsis muaj zog yuav ua rau tsis zoo, thaum cov qauv muaj zog tau pib tshwm sim thiab dhau los ua qhov tseeb dhau sijhawm. Ob qho ntawm cov qauv zoo no yog Ethereum lub zog thiab Bitcoin lub zog tawm tsam Nasdaq (BitDAQ: BTC vs NASDAQ).
Nyob rau hauv lub koom haum investor thiab macroeconomic ib puag ncig
Nyob rau hauv cov nqe lus ntawm kev nqis peev flows, peev nyob rau hauv thiab tawm ntawm lub lag luam tau stabilized. Txawm li cas los xij, qhov luv nqi ntawm GBTC, piv txwv li, Grayscale's fund mob siab rau Bitcoin, yog nws kim heev.
Los ntawm kev sib piv, macro tej yam kev mob qhia kev loj hlob zoo rau lwm yam khoom muaj nqis xws li cryptocurrencies thiab khoom muag, nrog rau US duas tseem muaj zog. Txawm li cas los xij, yog tias nws qhov siab tsis yog tam sim no, nws yuav tsum tuaj sai sai.
Ntxiv rau tag nrho cov no yog cov lus qhia ntawm Bitfinex Market Analyst nyob rau nag hmo trading hnub:
"Bitcoin thiab cov khoom lag luam ib txwm tau nce siab tam sim tom qab nag hmo FOMC tshaj tawm ntawm nws qhov kev txiav txim siab kom tsis txhob nce cov paj laum los ntawm 100 lub hauv paus ntsiab lus thiab tsuas yog 75 lub hauv paus ntsiab lus. Qhov kev txiav txim siab no, thiab txoj kev sib txuas lus, zoo li tau quelled qee qhov kev xav tsis zoo.
Txawm li cas los xij, Fed tuaj yeem tswj hwm qhov kev cia siab, dhia pib kev lag luam loj hlob yuav xav tau pivoting rau kev nqis peev peev rau hauv kev loj hlob zoo xws li blockchain thiab cov thev naus laus zis decentralized. Tseem tsis tau siv thiab tsis ua lag luam, qhov kev lag luam tshiab no muaj lub sijhawm los hloov pauv txhua qhov kev lag luam loj ntsug.
Muaj lub caij nyoog siab uas ob peb xyoos tom ntej no tsim nyog ntawm kev loj hlob ntawm kev lag luam yuav raug tsav los ntawm blockchain-based technology - qee qhov yuav tau txais kev txhawb nqa los ntawm kev lag luam theem nrab uas tau txhawb nqa los ntawm cov cuab tam digital ".
Tau qhov twg los: https://en.cryptonomist.ch/2022/07/28/factors-bitcoins-resurgence/