By Bitcoin Majalah - 1 year ago - Waktos maca: 4 menit
keur Bitcoin, Sentiment And Value Are Not The Same Thing
waktu bitcoin’s price might be “down,” the metrics that indicate the growth of Bitcoin are on a true course to the positive.
Ieu mangrupikeun redaksi opini ku Mickey Koss, lulusan West Point sareng gelar ékonomi. Anjeunna nyéépkeun opat taun di tentara leumpang sateuacan ngalih ka Korps Keuangan.
Sorry guys. Time to pack it up. Bitcoin died again.
Ngan heureuy. Sareng pikeun Peter Schiff, kuring ngan ukur ngantunkeun bagan 10 taun emas di handap pikeun senang-senang. Lumayan liar numpak pikeun gain 17% leuwih dékade panungtungan. Teu sangka ieu guys emas anu sakuduna jadi leuwih sering dipake tinimbang waktos low?
(Sumber: Tren makro)dina mah artikel aslina, I discussed the difference between signal and noise and how mass media incentivizes clicks through misleading headlines. I decided to write a follow-up to discuss the Bitcoin value signal I’ve seen over the past week or so.
Kusabab sadaya norma kaleungitan pikiran ngeunaan kacilakaan pasar anyar-anyar ieu sahandapeun tingkat luhur sadaya waktos, kuring nyobian tetep obyektif ku ngaidentipikasi sinyal-sinyal nilai anu disumputkeun tina tulisan-tulisan kasieunan anu aya di internet.
Harga Versus Pasar Cap
Ngalakukeun panalungtikan saeutik ngeunaan Cap Pasar Koin, you can clearly see bitcoin’s price breaking the previous all-time high amid massive capitulation, liquidation and general bearish sentiment selling.
(Cap Pasar Koin Bagan Harga BTC)Upami anjeun ngarobih bagan kana kapitalisasi pasar tibatan harga, éta ngagambar gambar anu rada béda.
(Cap Pasar Koin Bagan Cap Pasar BTC)While the shapes are similar in appearance, if you dig into the numbers you can see the difference more clearly. In 2017, Bitcoin peaked at a $296 billion market cap with $14 billion in 24-hour volume. As of June 19, 2022, Bitcoin has bottomed (for now) at a market cap of $367 billion with $44 billion in 24-hour volume.
Upami anjeun rata-rata biaya dolar salami periode ieu, anjeun moal ngan ukur ngarebut pangsa anu langkung ageung tina jaringan anu dipercaya, jarang sacara digital, anjeun ogé bakal ngagaduhan aksés kana jaringan nilai anu langkung cair upami anjeun gaduh dorongan anu teu tiasa dibayangkeun pikeun ngajual hard- earned koin.
Dompét, HODLers, Jeung Hash Rate Oh My
(Sumber: Glassnode wawasan)Pertumbuhan dompét ogé katingalina ningkat. Kalayan sakedik bising dina buntut katuhu, tren écés ka luhur sareng ka katuhu, ngalaman paningkatan ampir 45% dina dua taun katukang.
(Sumber: Glassnode wawasan)In addition to nonzero wallet growth, wallets with 0.1 to 1 BTC have been on the rise since July 2021. In my eyes this indicates the steady growth of the serious pleb-level investor, rather than a pattern of panicked tourists leaving the market. Perhaps skin in the game incentivizes the proof of work required to learn the value of bitcoin rather than focusing on price alone.
(Sumber: Glassnode Twitter)In terms of HODLers, the amount of bitcoin held by long-term holders increased by nearly 20% since April 2021 and has remained relatively constant, even with the slow grind down from the all-time high last fall. This doesn’t look very bearish to me. The ones who sold barely made a dent in long-term holder supply.
Panungtungan dina parasut nyaéta laju hash. Aya artikel sensasional abound ngeunaan a nyusut laju hash jeung kapitulasi panambang. Upami anjeun leres-leres maca tulisan éta, éta sanés ngareureuwas. Laju hash parantos turun ka handap anu teu katingali ampir… opat bulan sadayana. Ngareureuwas, skandal.
Will Clemente paints a darker picture, yet my conclusion is still the same. If I remember correctly, Bitcoin was still secure two years ago and was able to avoid attack and exploitation. As miners fall off the network, difficulty should adjust downwards over the coming weeks, making it more profitable for those who are able to hang in there. It’s a self-correcting system.
Bitcoin is not just secured by a wall of pure energy through the miners. It is also secured by a massive army of scarce and expensive computing equipment; The equipment is scarce as well.
Sanaos anjeun sacara ajaib ngagaduhan prasarana listrik pikeun nyerang jaringan, wilujeng sumping anjeun dina kakuatan komputasi. Jigana urang bakal ngan alus.
Even with the recent downturn in hash rate, the macro trend is still up and to the right. As Nico from Simply Bitcoin likes to say, incentives are stronger than coercion. Incentives take time to play out. Don’t let the short-term noise scare you out of your position.
Ngeureunkeun dahar lauk paus
"Urang saeutik, urang senang saeutik, urang band baraya; Pikeun ayeuna anjeunna [HODLs tumpukan maranéhna] sareng abdi bakal lanceukna kuring "- King Henry V on Bitcoin, circa 1599
(Sumber: Glassnode wawasan)Eureun tuang lauk paus. Salaku padagang jeung wisatawan panik ngajual jeung meunang tumpukan maranéhanana cair, lauk paus mimiti salametan. Naon anu aranjeunna terang yén anjeun henteu? Aranjeunna nuju ningali nyoko tumuwuh ampir unggal poé.
Warren Buffet nyebutkeun kudu sieun lamun batur sarakah, jadi sarakah lamun batur sieun. Kumaha upami ieu: rata-rata biaya dolar sareng janten sarakah henteu paduli naon anu dipikiran atanapi dirasakeun ku jalma sanés. (Meureun rada rakus saeutik lamun dulur freaking kaluar, kawas ayeuna).
Pernah poho devaluasi konstan dollar Anjeun. Stake klaim anjeun ngeunaan real estate digital pisan langka saméméh budak badag mimiti bener angka eta kaluar. Kuring terang éta anu bakal kuring laksanakeun. Lamun ragu, tetep tenang, zum kaluar jeung tumpukan sats.
Ieu pos tamu ku Mickey Koss. Pamadegan dikedalkeun sagemblengna sorangan sarta teu merta ngagambarkeun pamadegan BTC Nyarita atawa Bitcoin Majalah.
sumber aslina: Bitcoin majalah