Jurrien Timmer, Ntiaj Teb Lub taub hau ntawm Macro ntawm Fidelity: Bitcoin yog undervalued thiab oversold

Jurrien Timmer, tus thawj coj ntawm ntiaj teb macro ntawm Fidelity, hais tias bitcoin yog undervalued thiab oversold.

qab 4

Jurrien Timmer, uas muaj 126,000 Twitter followers, piav qhia tias txawm hais tias Bitcoin tau poob rov qab mus rau 2020 qib, nws "tus nqi-rau-kev sib txuas" tau poob rov qab rau 2013 thiab 2017 qib.Qhov no tuaj yeem sawv cev rau qhov tsis muaj nqis.

Hauv kev lag luam lag luam ib txwm muaj, cov tub ua lag luam siv tus nqi-rau-cov nyiaj tau los (P / E) piv los ntsuas seb tus nqi ntawm cov khoom lag luam qis lossis kim, thiab overvalued lossis undervalued.Yog tias qhov sib piv yog siab, nws txhais tau hais tias tus nqi ntawm cov cuab tam yog overvalued.Ntawm qhov tsis sib xws, yog tias qhov sib piv qis, nws txhais tau tias tus nqi qis dua.

Jurrien Timmer tau tshaj tawm ib daim duab ntawm Bitcoin qhov kev thov nkhaus, uas qhia txog qhov sib tshooj ntawm Bitcoin qhov tsis yog xoom chaw nyob (tsawg kawg me ntsis ntawm Bitcoin) thiab nws lub khw muag khoom, ceeb toom tias Bitcoin tus nqi tam sim no hauv qab lub network nkhaus.

Tus kws tshuaj ntsuam macro kuj tau tshaj tawm lwm daim ntawv qhia siv Glassnode's DormancyFlow qhov taw qhia, uas nws tau sau tseg qhia tias kev muag khoom zoo li cas Bitcoin.

Qhov chaw-hloov kev khiav tsheb tsis zoo yog qhov kev ntsuas nrov rau kev txiav txim siab Bitcoin tus nqi los ntawm kev sib piv tus nqi thiab kev coj tus cwj pwm.Qhov ntsuas no qhia cov tub luam qhov piv ntawm qhov tam sim no cryptocurrency peev rau nws tus nqi tag nrho.

qab 5

Raws li Glassnode, cov tsheb khiav qis qis yuav qhia tau tias muaj kev ntseeg siab ntawm cov neeg tuav lub sijhawm ntev, lub ntsiab lus ntev Bitcoin cov tuav tau txais los ntawm kev ntxhov siab luv luv cov neeg muag khoom.

Tus kws tshuaj ntsuam tau hais tias: Glassnode's dormant traffic metrics tam sim no nyob rau theem tsis pom txij li xyoo 2011.

qab 6

Morgan Creek Digital co-founder Anthony Pompliano tau qhia qhov kev xav zoo sib xws rau hnub Monday, piav qhia tias Bitcoin tus nqi thiab tus nqi sib txawv, nrog cov neeg tsis muaj zog muag rau cov neeg muaj zog.

Anthony Pompliano tau hais tias: "Qhov peb tab tom saib yog hloov pauv los ntawm kev tuav lub sijhawm luv luv ntawm cov neeg tsis muaj zog mus rau lub sijhawm ntev taw qhia cov neeg muaj zog.

Bitcoin qhov kev ntshai thiab kev ntshaw index tau poob mus rau 7 ntawm 15th, uas txhais tau hais tias nws tau poob rau hauv qhov chaw ntshai heev, uas tseem yog qib qis tshaj txij li peb lub hlis twg ntawm 2019. Yav dhau los, indexes poob rau hauv qis iav, feem ntau sawv cev ib kev yuav khoom.

Ob qho tib si Fidelity Investments thiab Jurrien Timmer tseem bullish ntawm Bitcoin.Fidelity Investments tau ua hauj lwm los tsim ib lub phiaj xwm nyiaj laus Bitcoin uas yuav tso cai rau cov neeg hauv Asmeskas nrog 401 (k) cov nyiaj khaws cia ncaj qha mus nqis peev hauv Bitcoin.Timmer kwv yees tias Bitcoin yuav sai sai pom qhov rov qab los ntawm tus nqi ntawm cov txiaj.

Tib yam muaj tseeb rau tus nqi ntawmcov tshuab mining.Tus nqi tam sim no twb nyob rau hauv tus nqi qis.Yog tias koj nqis peev tam sim no, koj yuav tau txais txiaj ntsig ntau dua yav tom ntej.


Post lub sij hawm: Aug-03-2022