Stari standard: zakaj zlato premaga Bitcoin V 2022

Avtor NewsBTC - pred 2 leti - Čas branja: 3 minute
Sreda, 27. april 2022, 11:59

Stari standard: zakaj zlato premaga Bitcoin V 2022

Bitcoin continues to underperform as a general “risk-off” sentiment has investors driving toward gold as a safe haven asset.

Zaskrbljenost zaradi rusko-ukrajinske vojne se nadaljuje. Inflacija v ZDA se bori na najvišji ravni v štirih desetletjih in prevladujejo strahovi glede dviga obrestne mere Fed. Negotovost se širi tudi na svetovno gospodarstvo, saj se namesto okrevanja pričakuje recesija. Izvršna direktorica IMF Kristalina Georgieva je to označila za "krizo nad krizo".

“The war is a supply shock that reduces economic output and raises prices. Indeed, we forecast inflation will accelerate to 5.5 percent in advanced economies and to 9.3 percent in emerging European economies excluding Russia, Turkey, and Ukraine. ” The IMF stated last week.

Reuters recently quoted Commerzbank analyst Daniel Briesemann, who talked in a note about the factors that have “lent buoyancy to gold in recent days,” mentioning the “strong buying interest on the part of ETF (Exchange Traded Fund) investors” and news about the Ukraine war.

"Zdi se, da se Rusija pripravlja na začetek velike ofenzive na vzhodu države - kar ustvarja veliko povpraševanje po zlatu kot varnem zavetju," je dejal analitik.

To povzema trenutni sentiment o »tveganju«. Po pričakovanjih trpijo delnice, saj vlagatelji prodajajo tvegana sredstva in kupujejo tista, ki so negativno povezana s tradicionalnim trgom. Tako se kriptoprostor bori poleg trga delnic in zlato raste.

Data from Arcane Research’s latest weekly report notes that it has been a gloomy year for the “digital gold.” In the first three weeks of 2022, Bitcoin sank 25% and it is still down by 18% in the year despite its slight recovery.

Similarly, Nasdaq records a 19% decline in the year, having underperformed against bitcoin “by a small margin,” notes the report, adding that “This is surprising given that bitcoin has tended to follow Nasdaq, albeit with higher volatility.”

Zaradi splošnega strahu pred geopolitično in makroekonomsko negotovostjo je zlato znova v središču pozornosti premoženja varnega zavetja. Sredstvo je preseglo vse ostale indekse, prikazane spodaj, s 4-odstotnim dobičkom.

Medtem pa valutni trg deluje z "enakimi vzorci zmanjšanja tveganja". Dolar dokazuje svojo prevladujočo prevlado, saj se je indeks ameriškega dolarja (DXY) povečal za 7%. Kitajski juan je močno vplival na zaskrbljenost glede politike »nič covida« v državi – ki ustvarja težave za svetovno dobavno verigo – in upočasnitve kitajskega gospodarstva. Nasprotno pa so vlagatelji zaradi varnosti tekli v ameriški dolar.

Bitcoin supporters usually refer to the coin as “digital gold” alleging it is a safe haven asset, and this narrative had held well while BTC had been “uncorrelated with most other major asset classes,” but the tide is shifting with the 2022 scenario as investors are rather placing the coin “into the risk-on basket”.

A previous Arcane Research report indicated that bitcoin’s 30 -day correlation with the Nasdaq is revisiting July 2020 highs while its correlation with gold has reached all-time lows.

A pseudonym traded noted that “As Bitcoin adoption goes on and more institutional investors enter the market, the correlation of BTC and stocks becomes more and more tight. That is a paradigm that the crypto world struggled to come to terms with in the past but is now more real than ever. A healthy stock market is good for Bitcoin«.

Medtem se zdi, da je splošno razpoloženje trgovcev medvedje, saj mnogi pravijo, da bi lahko kovanec kmalu dosegel raven 30 $.

Izvorni vir: NoviceBTC