By Bitcoin Majalah - 2 sababaraha taun ka pengker - Waktos Bacaan: 2 menit
As U.S. Inflation Hits 7.91%, Negative Impact On Bitcoin Price Looming
A coming liquidity crisis in legacy markets could have negative impact on bitcoin harga.
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Dinten ayeuna, urang ningali akselerasi anu sanés dina Indéks Harga Konsumén Amérika Serikat pikeun bulan Pebruari kalayan data saluyu sareng ekspektasi konsensus dina 7.91%. Saméméhna, urang ekspektasi inflasi ka berpotensi puncak dina Q1 bari tetep elevated pikeun sésana taun tapi skenario anu pilari kirang na kurang kamungkinan salaku surge di komoditi sarta harga énergi ayeuna nyokot alih.
Malah lamun boga dampak material saeutik dina bringing harga handap, Federal Reserve jeung bank sentral lianna aya dina posisi dimana aranjeunna ayeuna kapaksa coba sarta aggressively tighten kawijakan moneter pikeun ngajaga sagala integritas atawa ilusi tujuan stabilitas harga maranéhanana.
Since December, a rise in the 10-year yields with credit getting more expensive has coincided with a fall in bitcoinhargana.
A rise in 10-year yields with credit becoming more expensive is coinciding with a dip in the bitcoin harga.Jadi naon ieu sadayana hartosna pikeun big picture?
pasar kiridit nu dimimitian nyadar yén inflasi di dieu pikeun tetep, dina gede cara, sakumaha trend naek ngahasilkeun saprak Q4 2021. Salaku instrumen kiridit ngajual kaluar, ongkos dipikaresep dina sistem ékonomi sajarahna leuwih-hutang naek, ngarah kana nilai ayeuna net handap pikeun aset finansial, sarta burdens interest luhur on konsumen, perusahaan. jeung neraca daulat.
Our base case for the short/intermediate term is increasingly tight financial conditions and an unwind in leverage (in legacy markets, as bitcoin derivatives have already de-risked substantially).
In our view, this regime ends with a liquidity crisis in legacy markets, which likely has a net negative impact on the bitcoin price, followed by a pivot in central bank policy back towards quantitative easing and ultimately yield curve control.
resiko likuiditas jangka pondok / sedeng kumisan, kaulinan tungtung téh unchanged. Kasus pikeun aset moneter digital non-daulat anu langka pisan henteu kantos langkung kuat.
sumber aslina: Bitcoin majalah