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Fidelity kaže ono o čemu smo razmišljali: Zemlje i centralne banke će kupovati BTC
Surprising the world, Fidelity predicts what Bitcoin’s game theory implies. It’s as Satoshi Nakamoto said, “It might make sense just to get some in case it catches on.” That’s the exact same conclusion that Fidelity reaches in its “Research Round-Up: 2021 Trends And Their Potential Future Impact” report. Take into account that Fidelity is a multinational financial services corporation, it doesn’t get more mainstream than this.
I agree with @Fidelity, of course, but still astonishing to read this on Bitcoin adoption game theory in such a mainstream financial report: pic.twitter.com/7zRO9rEele
— Alex Gladstein (@gladstein) January 13, 2022
What did Fidelity say about Bitcoin adoption at the nation-states and central bank level?Oni su to vrlo jasno rekli:
“We also think there is very high stakes game theory at play here, whereby if bitcoin usvajanje raste, zemlje koje osiguravaju neke bitcoin danas će biti konkurentno bolji od svojih vršnjaka. Dakle, čak i ako druge zemlje ne vjeruju u investicionu tezu ili usvajanje bitcoin, they will be forced to acquire some as a form of insurance. In other words, a small cost can be paid today as a hedge compared to a potentially much larger cost years in the future.”
In other words, It might make sense just to get some in case it catches on. And, as Stacy Herbert said, “First mover advantage goes to El Salvador”. At least if we’re talking out in the open, because other countries might be accumulating Bitcoin on the down-low. For example, Venezuela seized a lot of ASICs from private miners. Chances are those are active in a warehouse somewhere. And, of course, there are rumors that the USA is already mining.
Fidelity je jedan od najvećih menadžera imovine na svijetu
Oni vide ono što ID-10-ovi ne razumiju
First mover advantage goes to
Game over for fiat, game on for #bitcoin
pic.twitter.com/I0Jlp8baVY
— Stacy Herbert (@stacyherbert) January 13, 2022
U svakom slučaju, šta zaključuje Fidelity?
“We therefore wouldn’t be surprised to see other sovereign nation states acquire bitcoin 2022. i možda čak vidjeti da centralna banka vrši akviziciju.”
Ako ti igrači to urade na otvorenom, to će vjerovatno pokrenuti trku kao nitko drugi. Trka u kojoj će biti previše rizično ne učestvovati.
Speaking About Bitcoin Mining…Fidelity’s report summarized 2021, it goes through most of the major stories that NewsBTC has covered ad nauseam. The company doesn’t try to figure out why did China ban Bitcoin mining, but it highlights how fast the hashrate recovered.
“Oporavak u stopi heširanja ove godine je bio zaista zapanjujući i za koji mislimo da pokazuje nekoliko pitanja koja će biti važno imati na umu za 2022. i dalje.”
The Fidelity report also highlighted how well the network responded. “This has now been tested and bitcoin’s network performed perfectly.”
BTC price chart for 01/17/2022 on Eightcap | Source: BTC/USD on TradingView.com What Does Fidelity Say About The Ecosystem In General?The report wasn’t exclusively about Bitcoin, they also identified the biggest trends in the wide crypto sphere.
“The biggest non-Bitcoin themes put on display this past year included the massive issuance of stablecoins, the maturation of decentralized finance, and the early days of non-fungible tokens.”
A o tim trendovima, Fidelity je predvidio:
“Rast međupovezanosti između razdvojenih blockchaina”
“Tradicionalne fintech kompanije se udružuju ili izgrađuju mogućnosti za interakciju s DeFi protokolima”
“Zora decentraliziranih algoritamskih stabilnih kovanica službeno je počela.” Odgovarajući na "rast potražnje za reguliranijim, centraliziranim stabilnim coinima."
“Dok dugoročna vrijednost ovih NFT-ova nije poznata, uticaj povećanih prava digitalne svojine na umjetnost, muziku i sadržaj vjerovatno će u nekom obliku imati smisla.”
Općenito, Fidelity smatra da će ulaganje u digitalnu imovinu nastaviti rasti:
“Allocating to digital assets has become far more normalized over the past two years for all investors. The Fidelity Digital Assets 2021 Institutional Investor Survey found that 71% of U.S. and European institutional investors surveyed intend to allocate to digital assets in the future. This number has grown across each individual region of the survey for the past three years, and we expect 2022 to show another year of higher current and future asset allocations to digital assets amongst institutions.”
Međutim, nešto se mora dogoditi da katalizuje široko rasprostranjeno institucionalno usvajanje. „Ključ za omogućavanje tradicionalnim alokatorima da nastave ulijevati kapital u ekosistem digitalne imovine vrti se oko regulatorne jasnoće i dostupnosti.”
Is 2022 the year of regulatory clarity? What will happen first, institutional adoption of cryptocurrencies or nation-states adoption of Bitcoin? What central bank will earn first-mover advantage? Burning questions for the year ahead.
Featured Image by Damir Spanic on Unsplash | Charts by TradingViewIzvorni izvor: NewsBTC