Monthly Archives: November 2020

O ANALISTA QUE CHAMOU A REVERSÃO EM FORMA DE V DE MARÇO DIZ QUE O BITCOIN PODE CAIR PARA $15K

  • O bitcoin explodiu mais alto na última semana, chegando a 15.975 dólares.
  • A moeda atualmente é negociada por $15.600.
  • No entanto, os analistas pensam que a moeda criptográfica pode cair para $15.000.
  • Um desses analistas que chamou isso é o mesmo que previu a inversão em forma de V do Bitcoin em março.

A BITCOIN PODERIA RECUAR PARA 15.000 DÓLARES, DIZEM OS ANALISTAS

O bitcoin explodiu mais alto na última semana. Desde os mínimos semanais de $13.300 que foram disparados devido à eleição, a moeda explodiu até os $15.975. A moeda subiu 50% no último mês e acima de 10% somente nos últimos sete dias.

O preço da principal moeda criptográfica atualmente é de $15.600, com a Bitcoin enfrentando um ligeiro retrocesso nos últimos dias. A queda da Bitcoin resultou em um aumento no preço das altcoins, já que o capital está passando dos lucros do BTC para outras moedas criptográficas.

Apesar da Bitcoin se manter forte na faixa de 15.000 dólares, alguns pensam que se seguirá um novo retrocesso.

O analista de crypto-asset que previu que a Bitcoin veria uma inversão em forma de V em março compartilhou o gráfico abaixo em 6 de novembro. O gráfico mostra que a moeda criptográfica está sendo negociada atualmente em meio a um padrão de canal descendente, o que sugere que uma mudança para $15.000 ocorrerá em breve. $15.000 está bastante próximo do preço atual, mas ainda marcaria um retrocesso notável em relação aos níveis atuais.

De fato, o gráfico mostra que após o retorno de Bitcoin à região de $15.000, é provável que ele salte acima de $16.000 pela primeira vez desde o início de 2018. O gráfico mostra que a moeda fará isso quebrando sua tendência de queda a curto prazo e recuperando alguns níveis técnicos importantes a curto prazo.

ALTA DE LONGO PRAZO

Corroborando as expectativas de um novo movimento maior, as tendências de longo prazo para Bitcoin continuam em alta.

Hans Hague, da Ikigai Asset Management, observou recentemente que, segundo sua análise, a Square e a Grayscale acumularam US$ 2,3 bilhões da principal moeda criptográfica ao longo do terceiro trimestre de 2020. Isto é relevante porque, nesse mesmo período de tempo, os mineiros da Bitcoin criaram mais de US$ 1 bilhão de BTC.

Isto significa que houve mais pressão de compra dessas duas empresas do que pressão natural de venda via mineração.

„Em 2020-Q3, #Bitcoin Miners trouxe pouco menos de $1 bilhão de dólares. Esse é o novo BTC + Taxas. Só a Square e a Grayscale receberam $2,3 bilhões de dólares. Isso é uma queda de 1,3 bilhões de dólares. Oferta e Demanda“.

Muitos esperam que esta demanda de compra culmine em um rápido aumento para novos patamares, já que os compradores de Bitcoin continuam a superar dramaticamente os vendedores.

Bitcoin Sideways Cena Bitcoin pozwala DeFi, Ethereum, i altcoins rajdować się wyższe

Ethereum, żetony DeFi, i altcoiny skapitalizowały na konsolidacji Bitcoin’a, radując się mocno w ciągu ostatnich 48 godzin.

W ciągu ostatnich dwóch dni, cena Bitcoin obracał się w zakresie od 14.800 dolarów do 15.500 dolarów, ale top-cyfrowy składnik aktywów z trudem przerzucić 15.500 dolarów do obsługi.

Pozytywnym zjawiskiem jest to, że BTC nadal utrzymuje się na wyższym poziomie i w momencie pisania ceny próbuje przełamać ten zakres, ale nadal napotyka opór na poziomie 15.500 dolarów.

Podczas gdy cena BTC odbijała się tam i z powrotem, altcoiny i wybrane żetony DeFi skapitalizowały w fazie konsolidacji i stały się bycze.

Jak już wcześniej Messari zaznaczył w tweecie, tokeny DeFi, takie jak Yearn Finance (YFI), AAVE, Balancer i UNI są dwucyfrowe. W szczególności, YFI zyskało około 160% po tym, jak 5 listopada osiągnęło poziom 7.444 dolarów, a w ciągu ostatnich dwóch dni AAVE poszło w absolutnym rozrachunku, ponieważ żeton zebrał 175% z 25,87 dolarów do 70,91 dolarów.

Oprócz tych tokenów, garstka mniejszych tokenów typu cap na zdecentralizowanych giełdach również zwiększa zyski, a dane z Dune Analytics sygnalizują, że inwestorzy ponownie zaczynają być bardziej aktywni w przestrzeni DeFi.
Dzienny wolumen DEX.

Wraz ze wzrostem wolumenu DEX-u rośnie również liczba codziennych aktywnych użytkowników, a dziś sektor osiągnął nowy rekord, ponieważ DeFi Pulse zauważył, że całkowita wartość zablokowana w platformach DEX-u wzrosła do 12,87 mld dolarów.
Łączna wartość zablokowana w systemie DeFi (USD).

Podczas gdy jest prawdopodobnie zbyt wcześnie, aby zadzwonić po altseasona, ether (ETH) ponownie stał się byczy i w ciągu ostatnich 3 godzin altcoin przebił się przez swoją strukturę proporczyka i osiągnął 466,60 dolarów.

Wykres 4-godzinny ETH/USD.

Analitycy zauważyli również, że para ETH/BTC przełamała swój trend spadkowy i obecnie wspina się wyżej w kierunku oporu 0.32323 saty.
Wykres dzienny ETH/BTC.

Historycznie, altcoiny mają tendencję do rajdowania się, gdy cena Bitcoinów jest na boki, a podstawy wzmocnienia ether mogą być znakiem, że DeFi i altcoiny mogą być na skraju zmiany trendu.

W krótkiej perspektywie czasowej inwestorzy będą obserwować, czy BTC może zmienić poziom 15.500$ do 16.000$, aby wesprzeć na tym prawdopodobnie kilka byczych altcoinów wyżej. Alternatywnie, jeśli cena BTC pozostanie na boki w ciągu najbliższych dni, może być kontynuowana z górnych żetonów DeFi i garść altcoinów.

Bitcoin is the best treasury reserve asset mankind has ever had

You could easily lose up to 90% of your fiat savings in 100 years from inflation alone, but that would never happen if you save at Bitcoin.

As of this writing, about 3.6% of Bitcoin Storm is locked up in long-term holdings of institutional investors. According to the data, 13 entities accumulated about 600,000 BTCs, approximately 2.85% of all Bitcoins and worth about $6.9 billion.

The list includes MicroStrategy at the top, with about 38,250 BTCs (about USD 450 million). The second place on the list is Galaxy Digital Holdings with 16,651 BTC (about USD 198 million). The third, with 4,709 BTC, is payment company Square Inc. founded by Twitter CEO Jack Dorsey. Separately, some companies help their clients invest in BTC. One such company is Grayscale Investments through its GBTC trust, which has about 450,000 BTCs.

Bitcoin’s monthly candle closed above $13,000 for the first time since 2017

That said, the amount of Bitcoin that publicly traded companies have in reserve is a small fraction of corporate treasuries worldwide. In fact, the actual amount of cash held in reserves is trillions of US dollars. But consider this: nine companies in the S&P 500 have close to $600 billion in cash and short-term investments, and if just 5% (or $30 billion) of that amount is converted into Bitcoin, the price could easily increase fivefold.

Of course, there’s the question of where to place Bitcoin in the companies‘ investment portfolios. The most likely category is „alternative investment“. The need to strike a balance between traditional and alternative investments could reduce the market’s appetite for cryptomoney.

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However, the potential demand remains enormous. As mentioned in a recent Fidelity report, the alternative investment market grew to $13.4 billion by the end of 2018, and very little of it was in Bitcoin. It may be necessary to convert as little as 5% of that to see the price of Bitcoin reach the moon.

Some investment companies have chosen to create completely independent companies to store their Bitcoin and other crypto funds. For example, Stone Ridge launched the New York Digital Investment Group, which today has more than $1 billion in crypto currencies.
What is driving this movement?

To better understand this phenomenon, I recently had an enlightening talk with Michael Saylor, the founder of MicroStrategy. In particular, I found his selection of 100 years as the basis for measuring the success or failure of a reserve asset very interesting.

Crypto-Currencies are an Attractive Option in Latin American Crisis Situations

Of course, most companies are founded with the expectation that they will live a long time, preferably centuries. Even for individuals, it still makes sense to look at how investments can change over a hundred years, as a person can accumulate wealth for heirs or even near-heart causes such as climate change. As Michael Saylor said:

„A great way to evaluate any investment is to take $100 million and go a hundred years and ask yourself what happens. If I had $100 million in any of the world’s largest cities in 1900, and I went forward 100 years, and put the money in the best bank in the city, I have two kinds of risks; counterparty risk and inflation risk. As far as the counterparty risk is concerned, all the big banks in all the big cities of the world went bankrupt in 100 years. And that’s a 90 percent chance that you’ll lose everything.

Of course, the most obvious weakness to detect when considering the performance of any reserve asset in 100 years is inflation. Of all asset types, the trust currency experiences the highest inflation over time. For example, what you could buy with USD 5 in the 1920s is much more than you can buy in 2020. According to a website that collects and processes government data for the benefit of the public, the US dollar loses approximately 2% of its purchasing power each year.

What about other assets?

While real estate may seem like a great asset to keep as a long-term reserve, it is susceptible to loss of value from things like taxes. More importantly, however, real estate faces risks that come with changes in regulation or public governance. In a 100-year time frame, a government that respects the public interest is likely to be able to afford to pay for it.