經(jīng)過表現(xiàn)糟糕的幾天之后,比特幣(Bitcoin)的價格在7月14日似乎開始反彈。
7月13日,在美國6月通脹創(chuàng)41年新高的消息曝出后,比特幣的價格暴跌至接近19000美元。當(dāng)晚,遭遇重創(chuàng)的加密貨幣貸款商Celsius Network根據(jù)《破產(chǎn)法》第11章申請破產(chǎn)保護(hù)。
據(jù)CoinGecko報道,盡管市場依舊混亂,但比特幣的價格于7月14日再次突破20000美元大關(guān)。
然而,Dexterity Capital的創(chuàng)始人及管理合伙人邁克爾·薩法伊告訴《財富》雜志:“我更傾向于認(rèn)為比特幣將下跌到10000美元,而不是反彈到30000美元?!彼€補(bǔ)充了一個限定條件,稱“這個預(yù)測很大程度上將取決于宏觀經(jīng)濟(jì)狀況?!?/p>
與此同時,參與MLIV Pulse最新調(diào)查的950人中,有60%也認(rèn)為比特幣更有可能下跌至10000美元,而不是反彈到30000美元。
薩法伊表示,高于預(yù)期的消費(fèi)物價指數(shù)(CPI)報告以及對未來加息的擔(dān)憂“使比特幣短期持續(xù)疲軟,原因包括經(jīng)濟(jì)衰退的可能性、經(jīng)濟(jì)衰退對比特幣持續(xù)跟蹤的股市的影響,以及加密貨幣市場相對缺少好消息等。”
薩法伊說:“加密貨幣或許不太關(guān)注美聯(lián)儲(Federal Reserve)的決定,但交易股票的股市會受到影響,進(jìn)而將波及到比特幣?!?/p>
該領(lǐng)域還有其他專家認(rèn)同他的觀點(diǎn)。
區(qū)塊鏈網(wǎng)絡(luò)協(xié)議Flux的聯(lián)合創(chuàng)始人丹尼爾·凱勒預(yù)測,整個加密貨幣市場未來將迎來“更大幅度的下跌”。他對《財富》雜志表示:“高CPI和更大的通脹壓力,讓加密貨幣市場的參與者難以心安。比特幣表現(xiàn)出一定的彈性;然而,當(dāng)傳統(tǒng)市場出現(xiàn)波動時,這個另類市場便經(jīng)歷了大規(guī)模拋售。”
交易平臺Trakx的加密貨幣經(jīng)濟(jì)學(xué)家瑞安·謝伊有類似的觀點(diǎn)。他告訴《財富》雜志:“現(xiàn)在就解除加密貨幣寒冬的警報為時尚早……美聯(lián)儲讓步的門檻,遠(yuǎn)高于金融市場早已習(xí)慣的門檻。”(財富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
經(jīng)過表現(xiàn)糟糕的幾天之后,比特幣(Bitcoin)的價格在7月14日似乎開始反彈。
7月13日,在美國6月通脹創(chuàng)41年新高的消息曝出后,比特幣的價格暴跌至接近19000美元。當(dāng)晚,遭遇重創(chuàng)的加密貨幣貸款商Celsius Network根據(jù)《破產(chǎn)法》第11章申請破產(chǎn)保護(hù)。
據(jù)CoinGecko報道,盡管市場依舊混亂,但比特幣的價格于7月14日再次突破20000美元大關(guān)。
然而,Dexterity Capital的創(chuàng)始人及管理合伙人邁克爾·薩法伊告訴《財富》雜志:“我更傾向于認(rèn)為比特幣將下跌到10000美元,而不是反彈到30000美元。”他還補(bǔ)充了一個限定條件,稱“這個預(yù)測很大程度上將取決于宏觀經(jīng)濟(jì)狀況?!?/p>
與此同時,參與MLIV Pulse最新調(diào)查的950人中,有60%也認(rèn)為比特幣更有可能下跌至10000美元,而不是反彈到30000美元。
薩法伊表示,高于預(yù)期的消費(fèi)物價指數(shù)(CPI)報告以及對未來加息的擔(dān)憂“使比特幣短期持續(xù)疲軟,原因包括經(jīng)濟(jì)衰退的可能性、經(jīng)濟(jì)衰退對比特幣持續(xù)跟蹤的股市的影響,以及加密貨幣市場相對缺少好消息等?!?/p>
薩法伊說:“加密貨幣或許不太關(guān)注美聯(lián)儲(Federal Reserve)的決定,但交易股票的股市會受到影響,進(jìn)而將波及到比特幣。”
該領(lǐng)域還有其他專家認(rèn)同他的觀點(diǎn)。
區(qū)塊鏈網(wǎng)絡(luò)協(xié)議Flux的聯(lián)合創(chuàng)始人丹尼爾·凱勒預(yù)測,整個加密貨幣市場未來將迎來“更大幅度的下跌”。他對《財富》雜志表示:“高CPI和更大的通脹壓力,讓加密貨幣市場的參與者難以心安。比特幣表現(xiàn)出一定的彈性;然而,當(dāng)傳統(tǒng)市場出現(xiàn)波動時,這個另類市場便經(jīng)歷了大規(guī)模拋售。”
交易平臺Trakx的加密貨幣經(jīng)濟(jì)學(xué)家瑞安·謝伊有類似的觀點(diǎn)。他告訴《財富》雜志:“現(xiàn)在就解除加密貨幣寒冬的警報為時尚早……美聯(lián)儲讓步的門檻,遠(yuǎn)高于金融市場早已習(xí)慣的門檻。”(財富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
After a rough few days, Bitcoin seems to be recovering on July 14.
This comes after the price of Bitcoin fell sharply to near $19,000 on July 13 as news hit the market that U.S. inflation hit its highest rate in 41 years last month. That night, battered cryptocurrency lender Celsius Network also filed for Chapter 11 bankruptcy.
Despite the chaos, Bitcoin regained the $20,000 level on July 14, according to CoinGecko.
Nonetheless, “it’s easier to fathom Bitcoin hitting $10,000 than $30,000,” Michael Safai, Dexterity Capital founder and managing partner, tells Fortune, adding the qualification that “a lot of that will be dictated by the broader macroeconomic situation.”
Meanwhile, 60% of the 950 people who responded to the latest MLIV Pulse survey likewise said Bitcoin is more likely to fall to $10,000 than jump back to $30,000.
Safai adds that the higher-than-expected Consumer Price Index (CPI) report and concern over a future rate hike “creates further short-term weakness for Bitcoin, given the prospects of a recession; the impact that will have on stocks, which Bitcoin continues to track; and a relative absence of good news for crypto.”
“Crypto may not care as much about the Federal Reserve, but the stock market does, and where equities go, Bitcoin follows,” Safai said.
Other experts in the space agree.
Daniel Keller, cofounder of blockchain network protocol Flux, predicts a “deeper pullback” for the wider cryptocurrency market ahead. “High CPI and increased inflation pressure will not reassure anyone exposed to these markets. Bitcoin has shown some resilience; however, the alt market has seen massive selloffs when the traditional markets react,” he tells Fortune.
Ryan Shea, crypto economist at trading platform Trakx, sounded a similar note, telling Fortune, “It is too soon to sound the all-clear on the crypto winter…the bar to Fed capitulation is much higher than financial markets have become accustomed to.”