The Old Standard: Why Gold Is Beating Bitcoin 2022年

作者：NewsBTC - 2 年前 - 阅读时间：3 分钟
27 年 2022 月 11 日，星期三，下午 59:XNUMX

The Old Standard: Why Gold Is Beating Bitcoin 2022年

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

对俄乌战争的担忧仍在继续。 美国通胀在四年高位挣扎，美联储加息担忧盛行。 不确定性延伸到世界经济，因为预计会出现衰退而不是复苏。 国际货币基金组织总裁克里斯塔利娜·格奥尔基耶娃称其为“危机之上的危机”。

“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.

“俄罗斯似乎正准备在该国东部发动一场重大攻势——这正在产生对黄金作为避风港的大量需求，”该分析师表示。

这总结了目前的“避险”情绪。 正如预期的那样，随着投资者抛售风险资产并购买与传统市场负相关的资产，股市受到影响。 因此，加密货币空间与股票市场和黄金价格上涨并驾齐驱。

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.”

对地缘政治和宏观经济不确定性的普遍担忧让黄金再次成为避险资产的焦点。 该资产以 4% 的涨幅跑赢了下面看到的所有其他指数。

与此同时，货币市场正以“相同的避险模式”运行。 随着美元指数 (DXY) 上涨 7%，美元一直在证明其“避险”主导地位。 由于对中国“零疫情”政策（给全球供应链造成问题）和中国经济放缓的担忧，人民币受到打击。 相比之下，投资者一直在奔向美元以求安全。

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设立的区域办事处外，我们在美国也开设了办事处，以便我们为当地客户提供更多的支持。“

与此同时，交易员的普遍情绪似乎看跌，许多人表示该代币可能很快就会达到 30 万美元的水平。

原始来源： NewsBTC