The Old Standard: Why Gold Is Beating Bitcoin 在2022

作者：NewsBTC - 2 年前 - 閱讀時間：3 分鐘
27 年 2022 月 11 日，星期三，下午 59:XNUMX

The Old Standard: Why Gold Is Beating Bitcoin 在2022

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

對俄羅斯-烏克蘭戰爭的擔憂仍在繼續。 美國通膨處於四年來的高位，聯準會升息的擔憂盛行。 由於預期經濟將陷入衰退而不是復甦，不確定性也延伸到了世界經濟。 國際貨幣基金組織總裁克里斯塔利娜·格奧爾基耶娃稱其為「危機之上的危機」。

“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.

這位分析師表示：“俄羅斯似乎正準備在該國東部發動大規模攻勢，這對作為避風港的黃金產生了巨大的需求。”

這總結了目前的「避險」情緒。 正如預期的那樣，由於投資者出售風險資產併購買與傳統市場負相關的資產，股市受到影響。 因此，加密貨幣領域與股市一起苦苦掙扎，而黃金則在上漲。

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.”

對地緣政治和宏觀經濟不確定性的普遍擔憂使黃金再次成為避險資產的焦點。 該資產的表現優於下面列出的所有其他指數，漲幅為 4%。

同時，貨幣市場表現出「相同的避險模式」。 隨著美元指數 (DXY) 上漲 7%，美元已證明其「避險」主導地位。 由於擔心中國的「零新冠」政策（該政策為全球供應鏈帶來問題）以及中國經濟放緩，人民幣受到打擊。 相比之下，投資者為了安全而轉向美元。

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“

與此同時，交易者的普遍情緒似乎是看跌的，許多人表示代幣可能很快就會觸及 30 萬美元的水平。

原始來源： NewsBTC