Tech

GBTC luv nqi nqaim thaum lub sij hawm SEC lub rooj sib hais, yield curve inversion deepens; 60% qhov tshwm sim rau 50bps hike

03/08/2023
Cov Xov Xwm Bitcoin Ethereum

Noj Ceev

Qhov tshwm sim ntawm Powell hais lus

  • Tebchaws Asmeskas 10-xyoo rho tawm 02 xyoo tau mus txog -100 bps inversion.
  • Txoj kev loj hlob yav tom ntej yog qhov feem pua ​​​​ntawm tag nrho cov ntsiab lus qis dua li qhov kev xav tau ntawm txoj cai.
  • Qib ntawm txoj cai yuam kev tsis ua tiav txij lub Ob Hlis 1980.
  • Inversion taw qhia rau kev lag luam kev lag luam, tab sis qhov loj dua inversion tsis txhais hais tias kev lag luam nrawm dua lossis tob dua.
  • Thaum lub davhlau ya nyob twg tus nqi tam sim no kwv yees ntawm 5.6% rau Lub Kaum Hli 2023 thiab 60% qhov tshwm sim ntawm 50bps tus nqi nce thaum lub Peb Hlis FOMC lub rooj sib tham.
US10Y-US02Y: (Source: Bloomberg)
US10Y-US02Y: (Source: Bloomberg)
Lub Rooj Sib Tham Muaj Peev Xwm: (Source: CME Fed Watch Tool)
Lub Rooj Sib Tham Muaj Peev Xwm: (Source: CME Fed Watch Tool)

 

duab

Qhov tshwm sim ntawm Greyscale vs. SEC lub rooj sib hais

  • Txog tam sim no, GBTC tau nce li ntawm 9% hnub no vim yog lub rooj sib hais tam sim no, Greyscale vs. SEC.
  • Qhov luv nqi rau NAV yog kwv yees li 40%, uas xav tias Greyscale qhov muaj feem ntawm qhov chaw ETF tau nce.
  • Qhov sib txawv yog nqaim li -35%.
  • GBTC yuav muaj txoj hauv kev los hloov mus rau NAV.
  • BTC tseem nyob ze rau hnub ntawm $ 22,300
GBTC: (Source: TradingView)
GBTC: (Source: TradingView)

Tus ncej GBTC luv nqi nqaim thaum lub sij hawm SEC lub rooj sib hais, yield curve inversion deepens; 60% qhov tshwm sim rau 50bps hike tshwm sim thawj zaug CryptoSlate.

Tau qhov twg los: https://cryptoslate.com/insights/gbtc-discount-narrows-during-sec-hearing-yield-curve-inversion-deepens-60-probability-for-50bps-hike/