By Bitcoinist - 6 tháng trước - Thời gian đọc: 2 phút
Đây là lý do tại sao Bitcoin Là 'Vàng lũy thừa': Giám đốc trung thành của vĩ mô toàn cầu
In a recent statement via X (formerly known as Twitter), Jurrien Timmer, the Director of Global Macro at Fidelity, expounded on Bitcoin’s latest market movements and reiterated his view of the digital asset as “exponential gold.”
"Bitcoin is on the move again (following the pattern of previous boom-bust cycles, so far). What to make of it? Let’s revisit my thesis from late 2020,” Timmer chia sẻ, adding that, “In my view, Bitcoin is a commodity currency that aspires to be a store of value and a hedge against monetary debasement. I think of it as exponential gold.”
Điều này có nghĩa là gì Bitcoin
In his analysis, Timmer compared BTC to gold, noting gold’s limitations in modern economics. He explained that gold is money, but is “too deflationary and clunky” to be used as a medium of exchange in daily life. Because of that, investors own gold primarily as a store of value, “one of the many reasons Bitcoin is often compared to gold,” remarked the Fidelity exec.
Timmer cũng đề cập đến các tiền lệ lịch sử nơi vàng đã phát triển thịnh vượng, cho biết: “Về mặt lịch sử, trong các chế độ cơ cấu trong đó lạm phát tăng cao, lãi suất thực âm và/hoặc tăng trưởng cung tiền quá mức, vàng có xu hướng tỏa sáng và giành được thị phần so với GDP. . Ví dụ đáng chú ý: những năm 1970 và 2000.” Biểu đồ sau đây cho thấy vàng có thời điểm tốt nhất khi cung tiền (M2) tăng mạnh.
This historical perspective lays the foundation for BTC’s potential to play a similar role. “Can Bitcoin be a player on the same team? I think the potential is there,” Timmer mused, promising more insights in an upcoming thread.
Accompanying his commentary, the “Bitcoin analogs” chart presented by Timmer suggests an ambitious trajectory for BTC price if it emulates past market cycles. According to this model, should BTC follow the patterns observed in 2011 and 2013, the premier cryptocurrency could soar to an approximate value of $700,000. On a more conservative note, mirroring the 2017 cycle might place BTC’s price between $200,000 and $300,000.
This predictive model, while speculative, showcases the significant optimism some market analysts hold for Bitcoin’s future, despite its notorious volatility. Timmer’s assessment reflects a growing sentiment among certain factions of the investment community that view BTC as a viable alternative to traditional stores of value, especially in times of financial uncertainty.
Recently, plenty of big names have joined in recognizing Bitcoin’s potential, including BlackRock’s Larry Fink, Allianz’s Mohamed A. El-Erian, các nhà phân tích at AB Bernstein, legendary investor Stanley thợ xay rượu, trong số rất nhiều người khác.
Vào thời điểm viết bài, BTC được giao dịch ở mức $35,348.
Nguồn chính thức: Bitcoinlà