Zvinoenderana neongororo ichangoburwa yemamaneja ehomwe yepasi rose neBank of America, pakati pezvese kutengeserana, vhoriyamu ye "refu bitcoin" transaction ikozvino inova yechipiri, yechipiri chete kune "refu commodities."Mukuwedzera, vazhinji vemahomwe maneja vanotenda kuti Bitcoin ichiri mububble uye vanobvuma kuti inflation yeFed ndeyechinguva.

Bitcoin ibubble, inflation ndeyenguva pfupi?Ona zvinotaurwa neveglobal fund managers

Bank of America June Global Fund Manager Survey

Bank of America (BofA) svondo rino yakaburitsa zvakabuda muongororo yaro yaChikumi yemamaneja emahomwe epasi rose.Ongororo iyi yakaitwa kubva musi waChikumi 4 kusvika 10, ichibata mamaneja mazana maviri nemakumi maviri nemana pasi rose, avo parizvino vari kubata mari inosvika mabhiriyoni mazana matanhatu nemakumi matanhatu nenomwe emadhora.

Munguva yekutsvagisa, mamaneja ehomwe akabvunzwa mibvunzo yakawanda inotariswa nevashambadziri, kusanganisira:

1. Economic uye musika maitiro;

2. Imarii iyo maneja wepotfolio akabata;

3. Ndeapi mafambisirwo ayo maneja wehomwe anoona se "over-trading".

Zvinoenderana nemhinduro kubva kune mamaneja ehomwe, "zvigadzirwa zvenguva refu" zvino ndiyo yanyanya kuwanda kwekutengeserana, kupfuura "Bitcoin refu", iyo ikozvino iri pachinzvimbo chechipiri.Chechitatu chekutengeserana chakazara vanhu "refu tekinoroji stocks", uye mana kusvika matanhatu ndeaya: "refu ESG", "pfupi US Treasuries" uye "refu maeuro."

Pasinei nekuderera kwemutengo weBitcoin munguva pfupi yapfuura, pakati pevatariri vese vehomwe vakaongororwa, 81% yevatariri vehomwe vachiri kutenda kuti Bitcoin ichiri mububble.Nhamba iyi yakawedzera zvishoma kubva muna Chivabvu, apo 75% yemari yaive mamaneja ehomwe.Maneja akataura kuti Bitcoin iri mububble zone.Muchokwadi, Bank of America pachayo yakanyevera nezvekuvapo kwebubble mune cryptocurrencies.The bhanga mukuru inivhesitimendi Strategist akataura kare muna Ndira gore rino kuti Bitcoin ndiye "amai mabubbles ose".

Panguva imwecheteyo, 72% yevatungamiri vehomwe vakabvumirana nemashoko eFed ekuti "inflation ndeyechinguva".Zvisinei, 23% yevakuru vemahomwe vanotenda kuti inflation ndeyekusingaperi.Sachigaro weFederal Reserve Jerome Powell akadzokorora kushandisa izwi rekuti "nguva pfupi" kutsanangura kutyisidzira kwekukwira kwemitengo kuhupfumi hweUS.

Bitcoin ibubble, inflation ndeyenguva pfupi?Ona zvinotaurwa neveglobal fund managers

Pasinei neizvi, hofori zhinji dzeindasitiri yezvemari dzakaratidza kusabvumirana naJerome Powell, kusanganisira ane mukurumbira hedge fund maneja Paul Tudor Jones uye JPMorgan Chase CEO Jamie Dimon.Pasi pekumanikidzwa kwemusika, inflation muUnited States yakasvika padanho repamusoro kubva 2008. Kunyange zvazvo Fed Sachigaro Powell achitenda kuti inflation ichazopera, anobvuma kuti inogona kuramba ichiramba iri pamwero wezvino kwenguva pfupi munguva yemberi iri pedyo, uye. kuti inflation iwedzere kuwedzera.Enda kumusoro.

Chii chinoita kuti Fed ichangoburwa zvemari sarudzo ine Bitcoin?

Pamberi peFederal Reserve yakazivisa ichangoburwa mutemo wemari, mashandiro eBitcoin airatidzika kunge asina kwaakarerekera, aine chikamu chidiki chekutenga nzvimbo.Nekudaro, musi waChikumi 17, Jerome Powell akazivisa danho remhindu (zvichireva kuti inotarisirwa kukwidza mubereko kaviri pakupera kwa2023), chirevo chepolicy uye quarterly economic forecast (SEP) uye akazivisa iyo Federal Reserve Chengetedza chiyero chekufarira. muchikamu che 0-0.25% uye US$120 bhiriyoni yekutenga bond plan.

Kana sezvingatarisirwa, mhedzisiro yakadaro inogona kunge isina hushamwari neBitcoin maitiro, nekuti iyo hawkish mamiriro anogona kukonzera mutengo weBitcoin uye kunyangwe iyo yakakura crypto assets kudzvinyirirwa.Nekudaro, kubva pakuona kwazvino, kuita kweBitcoin kunonyanya kunetsa.Mutengo wezvino uchiri pakati pe38,000 ne40,000 US madhora, uye wakangodonha ne2.4% mumaawa makumi maviri nemana, iyo 39,069.98 US madhora panguva yekunyora.Chikonzero chekugadzikana kwemusika kuita pamwe imhaka yekuti tarisiro yapfuura inflation yakaiswa mumutengo we bitcoin.Naizvozvo, mushure mekutaura kweFed, kugadzikana kwemusika i "hedging phenomenon."

Ukuwo, kunyange zvazvo misika cryptocurrency pari kurwiswa, kuchine zvakawanda utsanzi maererano indasitiri zvemichina kukura, izvo zvinoita kuti pamusika vachiri vakawanda nyaya itsva, saka muitiro akananga kumusika wakanaka haafaniri kupera saka nyore .Parizvino, Bitcoin ichiri kunetsekana pedyo neiyo $40,000 yekuramba level.Kunyangwe ichigona kutyora nhanho yekupikisa munguva pfupi kana kuongorora yakaderera tsigiro, ngatimirirei tione.

#KDA# #BTC#