By The Daily Hodl - 1 gore rapfuura - Nguva yekuverenga: maminitsi maviri
Aimbove Goldman Sachs Executive Anoita Yepamusoro Conviction Call yeCrypto Pazasi Amid Shifting Macro Backdrop.
Macro guru Raoul Pal anoti anotenda nehupamhi hwechokwadi kuti pasi pemisika ye crypto iri mukati.
Mukubvunzurudzwa kutsva nekambani yekutarisira midziyo yeArca, aimbova mukuru weGoldman Sachs anoti mamiriro ehupfumi akachengetedza iyo crypto market bearish kweakawanda egore iri kutanga kuchinja.
"Kwandiri, macro ari kutenderera. Nekudaro, ndinoreva kuti tave kupinda mukuderera. Isu tinofanirwa kuona zvinhu zvakaita seISM (institute for supply management) ongororo uye zvimwe zvinhu zvinotanga kuparara nekukurumidza. Zvinhu zvinotarisa mberi zviri kutoparara. Tiri kuzviona pasi rose. Saka ndiko kukura kuri kubuda.
Pamwe pacho, rondedzero haisati yasvika, zvinhu zvizhinji zviri pasi pakati pe30% ne50%… Munhu wese akareba uye ari kutarisira mafuta kusvika kumadhora mazana maviri. Ndinofunga pane washout iri kuuya, uye inodzika kusvika kumadhora makumi matanhatu. Saka ndiyo nyaya yekupedzisira inflation.”
Sekureva kwaPal, shanduko mune macro backdrop inodzika kusvika kumabhizinesi uyezve musika wevashandi.
"Vanhu vakavaka zvihombe zvekutanga mushure meCovid. Mafekitari aya haasati atengeswa nekuda kwehupfumi huri kuderera uye inflation ichidya mari inoraswa. Saka takazviona kubva kuWalmart [uye] Amazon. Ivo vachatanga kudzoreredza zvinyorwa kuti vaedze nekuzvishandura. Vanhu vari kumisa vashandi. Saka macro cycle ichasvika padanho rakashata. ”
Pal anosimbisa kuti nhau dzakaipa dziri pamusoro pehupfumi inhau dzakanaka dzemisika yemari.
"Sei izvo zviri kuita kuti Raoul awedzere? Nekuti mhedzisiro kune iyo ndeye inflation inodzika uye goho remabhondi richidonha, mamiriro emari anovandudza. Uye chinofambisa misika yemari padanho rakakura zvakanyanya imamiriro emari. "
Kana iri crypto, Pal anoti shanduko yemamiriro ekunze inogona kukonzeresa mafungu ekuda kubva kune vanoisa mari.
“Vamwe vatambi vahombe vari munzvimbo ino – hedge funds, macro funds uyezve masangano – zvakanaka, vari kuitawo mari. Kana mari yekubhadhara iri kuwanikwa uye yakachipa kwavari, vanogona kushandisa kuwedzera kwekuwedzera mumapotfolio avo. "
Iyo macro guru zvakare inotaura kuti nemamiriro emari ari kuvandudza, anotenda kuti crypto iri kugadzirira kupisa kutenderera kutsva kwemusika.
“Maonero angu ndeekuti, ngatizvipe mukana, 70% probability. Saka iko kugutsikana kwakanyanya kuti yakaderera iri mukati, uye nekudaro, tiri kutanga kutenderera kutenderera. "
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The post Aimbove Goldman Sachs Executive Anoita Yepamusoro Conviction Call yeCrypto Pazasi Amid Shifting Macro Backdrop. yakatanga kutanga Zuva Nezuva.
Original source: Zuva Nezuva