ʻO Jurrien Timmer, ke poʻo o ka macro honua ma Fidelity, i ʻōlelo ʻia ʻo ka bitcoin he undervalued a oversold.
Ua wehewehe ʻo Jurrien Timmer, nona ka 126,000 Twitter followers, ʻoiai ua hāʻule ʻo Bitcoin i nā pae 2020, ua hāʻule kāna "kumu kūʻai-i-network ratio" i nā pae 2013 a me 2017.Hōʻike paha kēia i ka undervaluation.
Ma ka mākeke kūʻai kuʻuna, hoʻohana nā mea hoʻopukapuka i nā lakio kumu kūʻai (P/E) e ana inā he haʻahaʻa a pipiʻi paha ke kumu kūʻai, a ʻoi aku ka nui a i ʻole ka undervalued.Inā kiʻekiʻe ka lakio, ʻo ia ke ʻano o ka nui o ka waiwai o ka waiwai.ʻO ka mea ʻē aʻe, inā haʻahaʻa ka ratio, ʻo ia hoʻi, ua undervalued ka waiwai.
Ua kau ʻo Jurrien Timmer i kahi pakuhi o ka pihi koi o Bitcoin, e hōʻike ana i ka overlap ma waena o nā helu helu ʻole o Bitcoin (ma ka liʻiliʻi liʻiliʻi o Bitcoin) a me kāna pāpale mākeke, me ka ʻike ʻana aia ke kumu kūʻai o Bitcoin i kēia manawa ma lalo o ka pihi pūnaewele.
Ua hoʻopuka ka mea loiloi macro i kahi palapala ʻē aʻe e hoʻohana ana i ka hōʻailona DormancyFlow o Glassnode, āna i ʻike ai e hōʻike ana i ke ʻano o ka oversold ʻo Bitcoin.
He metric kaulana ia no ka hoʻoholo ʻana i ka waiwai o Bitcoin ma ka hoʻohālikelike ʻana i ke kumu kūʻai a me nā ʻano hoʻolimalima.Hōʻike kēia hōʻailona i nā mea kālepa i ka lakio o ka hoʻonui kālā cryptocurrency o kēia manawa i kāna kumukūʻai kālā.
Wahi a Glassnode, hiki ke hōʻike i ka nui o ka hilinaʻi ma waena o nā mea paʻa i ka wā lōʻihi, ʻo ia hoʻi, ke lawe nei nā mea paʻa Bitcoin lōʻihi mai nā mea kūʻai aku i ka wā pōkole.
Ua ʻōlelo ka mea loiloi: Aia nā metric kaʻa dormant o Glassnode i nā pae i ʻike ʻole ʻia mai ka makahiki 2011.
ʻO Morgan Creek Digital co-hoʻokumu ʻo Anthony Pompliano i kaʻana like i ka manaʻo ma ka Pōʻakahi, e wehewehe ana he ʻokoʻa ka waiwai a me ke kumukūʻai o Bitcoin, me nā mea pāʻani nāwaliwali e kūʻai aku i nā mea pāʻani ikaika.
Ua ʻōlelo ʻo Anthony Pompliano: "ʻO ka mea a mākou e nānā nei he hoʻololi mai nā paʻa pōkole o nā mea pāʻani nāwaliwali i nā mea pāʻani ikaika lōʻihi.
Ua hāʻule ka helu makaʻu a me ka manaʻo o Bitcoin i ka 7 ma ka lā 15, ʻo ia hoʻi, ua hāʻule i loko o ka wahi makaʻu loa, ʻo ia hoʻi ka pae haʻahaʻa loa mai ke kolu o ka hapaha o 2019. kūʻai manawa kūpono.
Ke kūpaʻa nei nā Fidelity Investments a me Jurrien Timmer ma Bitcoin.Ua hana ʻo Fidelity Investments e hoʻomaka i kahi Bitcoin Retirement Investment Plan e hiki ai i nā poʻe ma US me 401 (k) nā waihona mālama kālā e hoʻokomo pololei i Bitcoin.Ua wānana ʻo Timmer e ʻike koke ʻo Bitcoin i ka hoʻihoʻi ʻana i ke kumukūʻai o ke kālā.
Pela no ke kumukuai onā mīkini mining.ʻO ke kumukūʻai o kēia manawa aia i loko o ke kumu kūʻai haʻahaʻa.Inā hoʻokomo kālā ʻoe i kēia manawa, e loaʻa iā ʻoe nā pōmaikaʻi hou aʻe i ka wā e hiki mai ana.
Ka manawa hoʻouna: ʻAukake-03-2022