Pantera Capital CEO Dan Morehead tau hais tias qhov nce ntawm cov paj laum yuav tsis yog "qhov phem tiag tiag" rau bitcoin (BTC), lub npe rau kev lag luam crypto. Tus txheeb ze rau lwm yam cuab yeej cuab tam chav kawm, tus nqi nce yuav "tau [yuav] zoo rau cov nqi blockchain," nws hais.
Lub tsev txhab nyiaj hauv Teb Chaws Asmeskas, lossis Tsoom Fwv Teb Chaws Reserve, tab tom npaj yuav nce cov paj laum los tiv thaiv kev nce nyiaj txiag thiab tau qhia tias nws yuav nce nqi peb zaug hauv 2022, tej zaum pib thaum lub Peb Hlis. Cov tub ua lag luam tau saib Fed cov kauj ruam tom ntej, txhawj xeeb tias txhua txoj cai hloov pauv yuav ua rau tus nqi cryptocurrency poob qis.
Nyob rau hauv tsab ntawv Feb 16 rau cov tub ua lag luam, Morehead tau pom zoo nrog qhov kev ntsuam xyuas los ntawm Pantera tus thawj coj ua lag luam Joey Krug tias kev lag luam tau "nqi li ntawm tsib tus nqi nce siab" lawm. Krug tau hais tias thaum "crypto yeej raug ntaus" los ntawm cov xov xwm ntawm Fed qhov kev npaj nce nqi, qhov no yog "tau dhau lawm."
Krug kwv yees tias kev lag luam crypto yuav decouple los ntawm kev lag luam ib txwm "tshaj li ntawm lub lis piam tom ntej". Nws hais tias thaum kev lag luam macro lag luam poob qis, crypto feem ntau cuam tshuam nrog lawv nyob ib puag ncig 70 hnub ua ntej nws tawg thiab pib pauv ntawm nws tus kheej. CIO piav qhia:
"Crypto tseem yog lub lag luam me me thiab yog li cov khoom zoo li tsoomfwv cov nyiaj tau los ntawm 1.25% piv rau 0% tsis ua rau muaj qhov sib txawv loj heev rau qee yam uas loj hlob plaub mus rau tsib zaug hauv ib xyoos, tshwj xeeb tshaj yog tias koj saib cov khoom. zoo li DeFi, qhov twg nws twb ua lag luam ntawm tus nqi pheej yig ntau. "
Bitcoin, Ethereum tus nqi tau qis dua
Krug hais tias ethereum (ETH) ntawm $ 2,200 yog "zoo li hauv qab." Qhov no tuaj yeem siv rau kev lag luam crypto dav dav, uas poob rau Lub Ib Hlis 21, nrog ntau dua $ 230 billion wiped tawm tag nrho cov lag luam peev. BTC poob 7.1% rau qis dua $ 39,000 nyob rau hnub. Nws tanked ntxiv mus rau ib ncig ntawm $ 33,000 ob peb hnub tom qab vim muaj kev ntshai ntawm kev nce nqi paj.
Dan Morehead, tus thawj coj ntawm Pantera, hais tias bitcoin raws li cov cuab yeej cuab tam yuav vam meej thaum lub sijhawm nce nqi. Nws tau tham txog cov xwm txheej uas muaj cov cuab tam sib txawv thiab yuav ua li cas nce tus nqi tuaj yeem cuam tshuam rau lawv. Daim ntawv cog lus thiab cov nqi lag luam yuav poob, nws tau pom, zoo li cov vaj tsev thiab lwm yam khoom muaj nqis. Morehead hais tias:
"Txawm hais tias blockchain tsis yog nyiaj txiag-taw qhia. Nws zoo li kub. Nws tuaj yeem coj tus cwj pwm txawv heev los ntawm cov paj laum-oriented khoom. Kuv xav tias thaum txhua tus tau hais thiab ua tiav, cov tub ua lag luam yuav raug xaiv: lawv yuav tsum nqis peev rau ib yam dab tsi, thiab yog tias tus nqi nce, blockchain yuav yog qhov zoo tshaj plaws. "
Nws tau qhia tias tus nqi ntawm bitcoin yog tam sim no ua lag luam ntawm 60% hauv qab nws qhov kev sib tw 11-xyoo, lub ntsiab lus "qhov txawv ntawm qhov kev lag luam siab heev thiab yuav rov qab nrawm dua."
Morehead tau kwv yees qhov nws hu ua US "pob nyiaj npib," uas yuav tshwm sim sai sai, thiab tsav ntau tus neeg mus rau hauv crypto. Nws kuj tau hais tias qee qhov kev poob qis hauv cov cuab yeej cuab tam digital tsis ntev los no yuav tshwm sim los ntawm cov tub ua lag luam muag lawv cov tuav pov hwm them se, txog thaum lub Plaub Hlis 15 hauv Asmeskas.
Teb Chaws Asmeskas kev nce nqi nce mus rau 7.5% xyoo-rau-xyoo nyob rau lub Ib Hlis, nws qib siab tshaj plaws hauv 40 xyoo. Fed hais tias nws tab tom npaj yuav nce nws tus nqi paj laum kom muaj kev nce nqi. Cov nqi tau nyob ze rau xoom txij li lub Peb Hlis 2020.
Disclaimer
Txhua yam ntaub ntawv muaj nyob hauv peb lub vev xaib raug tshaj tawm hauv kev ntseeg zoo thiab rau cov ncauj lus dav dav xwb. Txhua yam kev ua txhaum ntawm tus nyeem ntawv yuav siv raws li cov xov xwm pom ntawm peb lub vev xaib yog nruj ntawm lawv tus kheej txoj kev pheej hmoo.
Tau qhov twg los: https://beincrypto.com/interest-rate-hike-great-bitcoin-price-pantera-capital-ceo/