GBTC 'elevator mus rau ntuj raug txim' pom Bitcoin qhov chaw tus nqi mus kom ze 100% hwm

Bitcoin (BTC) peev tsheb Greyscale Bitcoin Trust (GBTC) yog kev lag luam ze rau 50% qis dua tus nqi BTC ntawm cov khw muag khoom.

Cov ntaub ntawv los ntawm on-chain analytics platform Coinglass tshaj tawm uas nyob rau lub Kaum Ob Hlis 8, GBTC shares ntaus cov ntaub ntawv tshiab qis ntawm -47.2% tiv thaiv BTC / USD.

GBTC teeb meem pawg tom qab FTX

Nyob rau hauv qhov tseeb bout ntawm cov hlab ntsha mus ntaus lub Bitcoin kev lag luam txij li thaum lub caij nplooj zeeg ntawm FTX, GBTC yog ze rau ib nrab nqi piv rau tus nqi ntawm Bitcoin.

Lub tuam txhab loj tshaj plaws Bitcoin peev tsheb, nrog cov khoom muaj nqis nyob ib ncig ntawm $ 10 billion, GBTC tau ntsib ntau yam kev sib tw hauv xyoo tas los no.

Tus nqi ntawm nws cov shares yav dhau los pauv siab dua BTC / USD, ua rau qhov hu ua "GBTC hwm." Txij li xyoo 2021, txawm li cas los xij, tus nqi them ntawd tau dhau los ua qhov tsis zoo, tab sis qhov tshwm sim "nyiaj" tau ua me ntsis los ntxias cov paj hlwb ntxiv.

Raws li Cointelegraph tshaj tawm, dhau ob peb Cov kev zam tseem ceeb xws li ARK Invest, GBTC yog languishing. Tus neeg teb xov tooj Greyscale, ib feem ntawm Digital Currency Group (DCG), lub sijhawm no tau sim hloov nws mus rau kev pauv pauv nyiaj (ETF), foob ​​US regulators sawv ntawm nws txoj kev.

Nyob rau hauv kev sib ntaus sib tua raws li txoj cai, FTX tau ua rau muaj teeb meem nyiaj txiag nyob rau lwm qhov hauv DCG lub teb chaws Ottoman, thiab qhov no tau ua rau muaj kev tsis ntseeg txog Greyscale thiab GBTC. Greyscale tsis kam ua pov thawj ntawm nws cov BTC reserves Lub hli tas los ntxiv rau qhov kev ntxhov siab, txawm hais tias tus neeg saib xyuas Coinbase tau lees tias cov cuab tam muaj kev nyab xeeb.

"Grayscale yog nyob rau qee qhov teeb meem tiag tiag yog tias lawv yuav tsum nthuav tawm qhov twg tag nrho cov Bitcoins yog qhov rov qab GBTC," nrov hais Bitfinex'ed sau nyob rau hauv ib feem ntawm kev sib tham Twitter ntawm lub ncauj lus lub lim tiam no.

Lub lim tiam no tej yam tseem phem dua, xws li Greyscale ntsib kev sib foob los ntawm cov tub ua lag luam Fir Tree tshaj qhov nws hu ua "tus tswv lag luam-kev ua tsis zoo."

GBTC premium vs. assetholds vs. BTC/USD chart. Tau qhov twg los: Coinglass

Lub caij no, tag nrho cov paj laum hauv crypto ETFs tau poob rau xyoo no, cais cov ntaub ntawv pom zoo.

Woo: Teeb meem "ib feem bullish" rau Bitcoin

Nrog rau qhov ntawd, GBTC tus nqi sib piv rau nws cov peev txheej hauv qab Bitcoin, uas nyuam qhuav rov qab los ntawm cov ntaub ntawv qis dhau los, tau poob qis dua. 

Related: Vim li cas Bitcoin tus nqi qis hnub no?

"$ GBTC luv nqi rau bitcoin NAV [net asset value] yog nyob rau ntawm lub elevator mus rau ntuj raug txim. => kev xav = bearish,” sau ua ke Timothy Peterson, tus thawj coj peev ntawm Cane Island Alternative Advisors.

Lwm tus tsis txaus siab rau qhov qeeb qeeb ntawm kev hloov pauv hauv Teb Chaws Asmeskas raws li qhov hluav taws kub.

"Kev mob hnyav heev xyoo no yuav raug zam yog tias GBTC tau ua rau hauv ETF SEC ua kom txhua tus muaj kev nyab xeeb!" investor thiab entrepreneur Alistair Milne reacted, echoing nrov kev xav los ntawm lub lim tiam tsis ntev los no.

Willy Woo, tus tsim ntawm cov ntaub ntawv txheeb cais Woobull, lub sijhawm no tau sib cav tias qhov cuam tshuam ntawm fading GBTC raug tsis tas yuav yog qhov tsis zoo rau BTC tus nqi zog.

"GBTC / DCG / Chivkeeb kev ntshai yog huab cua poob qis dai ntawm kev ua lag luam. Tab sis counterintuitively ib feem ntawm qhov cuam tshuam tau bullish rau BTC nqi, "nws tweeted nyob rau Dec. 5.

"37.5% ntawm cov neeg muag GBTC yuav chaw BTC los saib xyuas. Muag GBTC tsis cuam tshuam tus nqi BTC, qhov chaw yuav khoom. "

Ib qho ntxiv Twitter daim ntawv ntsuam xyuas quizzed lub platform cov neeg siv uas notionally muaj GBTC tshaj lawv motives muag:

Willy Woo Twitter daim ntawv ntsuam xyuas (screenshot). Tau qhov twg los: Willy Woo / Twitter

Cov kev xav, cov kev xav thiab kev xav ntawm no yog tus sau phau ntawv ib leeg thiab tsis tas yuav muaj kev cuam tshuam lossis sawv cev ntawm kev pom thiab kev xav ntawm Cointelegraph.