Tus thawj coj peev ntawm Ikigai Asset Management tau hais txog ib qho xwm txheej tseem ceeb uas tsim nyog los ua kom muaj kev sib tw hauv cryptocurrencies.
Hauv kev xam phaj nrog Bankless podcast, Ikigai co-founder Travis Kling hais tias uas dhau los ntawm Teb Chaws Asmeskas Tsoom Fwv Teb Chaws cov cai uas muaj kev pheej hmoo xa kev lag luam mus rau kev lag luam poob qis, nws yog qhov kev tsis sib haum xeeb ntawm Russia thiab Ukraine uas thaum kawg yuav tsum tau daws kom cov duab macroeconomic ruaj khov.
"Yog tias koj tuaj yeem tau txais qee yam kev cog lus pom zoo nyob rau ntawd, qhov ntawd yuav muaj qhov teeb tsa ntawm cov khoom lag luam tus nqi qis - lawv twb tau los ntau heev ntawm qhov siab - tab sis cov khoom lag luam nqes qis, nruj kev cia siab, kev cia siab nyiaj txiag poob qis, sib npaug nce, crypto. nce."
Kling ntseeg tias kev cog lus ntse platform Ethereum (ETH) yuav tau txais txiaj ntsig hauv txoj hauv kev loj yog tias qhov xwm txheej geopolitical thiab nyiaj txiag txhim kho.
"Qhov ntawd yuav yog qhov keeb kwm yav dhau rau crypto broadly thiab ETH tshwj xeeb los ua haujlwm nyuaj heev yog tias txhua yam ntawm cov kab ntawd nce thiab koj xaus rau threading koob nyob ntawd.
Kuv tsis tau hais tias nws yuav tshwm sim tiag tiag, tab sis kuv xav tias yog qhov teeb tsa. "
Tus thawj saib xyuas nyiaj txiag tom ntej tham txog Bitcoin (BTC), hais tias sab saum toj crypto cuab tam los ntawm kev ua lag luam cap sawv cev ntau dua li kev tiv thaiv tiv thaiv luv luv ntawm kev hloov pauv ntawm tus neeg siv khoom tus nqi ntsuas (CPI).
"Koj yuav tsis pom kuv nyob rau txhua qhov chaw uas hais tias Bitcoin zoo li CPI kev nce nqi hedge [lossis] nyiaj txiag kev lag luam hedge.
Nws yog ib qho tsis muaj vaj huam sib luag, nyuaj-cap mov, ntiaj teb no, hloov tsis tau, decentralized cov khw muag khoom muaj nqis. Kuv tau rattled uas tawm zoo li 5,000 zaus ntawm lub sijhawm no.
Nws yog kev tiv thaiv kev tsis lees paub los ntawm cov tuam txhab nyiaj hauv nruab nrab thiab tsoomfwv thoob ntiaj teb. "
Kling xaus nws qhov kev tshuaj xyuas los ntawm kev sib piv yuav ua li cas Bitcoin reacts rau quantitative easing (QE) piv rau quantitative tightening (QT). Hauv qhov piv txwv ntawm QE, cov tsev txhab nyiaj hauv nruab nrab khaws cov paj laum qis thiab nce nyiaj, thaum lub sij hawm QT nce mus thiab muab cov ntawv cog lus.
"[Bitcoin] hlub QE thiab ntxub QT. Peb nyob hauv QT lub voj voog tam sim no, tab sis kuv muaj kev ntseeg siab uas yog ib ntus heev. Kev ua lag luam qhia rau koj tias nws yog ib ntus, thiab nws yog ze rau qhov ua tiav tshaj qhov pib.
Qhov ntawd rov qab mus rau kuv lub ntsiab lus hais txog kev mus rau qhov nrawm tshaj plaws hauv qab. Kuv xav tias nws hais lus rau Paul Tudor Jones tus moniker rau Bitcoin yog tus nees ceev tshaj plaws. "
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Surf Niaj Hnub Hodl Mix
Tsis kam lees: Lub tswvyim los ntawm Lub Hnub Hodl tsis yog kev tawm tswvyim rau peev. Cov tub ua lag luam yuav tsum ua lawv txoj kev mob siab rau ua ntej ua ib qho kev pheej hmoo siab nqis peev hauv Bitcoin, cryptocurrency los yog cov cuab tam digital. Thov qhia rau koj tias kev hloov tsheb thiab kev ua lag luam yog koj li kev pheej hmoo, thiab ib qho poob twg koj tuaj yeem yog koj lub luag haujlwm. Lub Hnub Hodl tsis pom zoo kom yuav lossis muag ib qho cryptocurrencies lossis digital cov cuab tam, tsis yog Lub Hnub Hodl tus kws tshaj lij pabcuam kev nqis peev. Thov nco ntsoov tias Lub Hnub Hodl koom nrog kev koom ua lag luam.
Cov duab tshwj xeeb: Shutterstock/eliahinsomnia/VECTORY_NT
Tau qhov twg los: https://dailyhodl.com/2022/08/04/macro-u-turn-to-make-ethereum-run-tremendously-hard-says-crypto-hedge-fund-ceo/