BITCOIN VEEGT GEVAARLIJKE BEARISH CROSS AF NADAT FED DE RENTE STABIEL HOUDT

18. März 2021

Eerder deze week vormde zich een death cross op de grafieken van Bitcoin, die dreigde de daling van de benchmark cryptocurrency te verlengen, terwijl het lager corrigeerde na het opzetten van een recordhoogte boven $ 61.000 vorige week.

Maar een beleidsupdate van de Federal Reserve eind woensdag keerde de tussentijdse bearish bias van Bitcoin Trader om. Ongeveer 18 van de gouverneurs van de Amerikaanse centrale bank zeiden dat ze verwachten om de korte termijnrente tot 2023 in de buurt van nul te houden. Ondertussen verwachtten zeven dat ze de leentarieven in 2022 of 2023 zouden verhogen, tegenover vijf in december.

BITCOIN TEST OPNIEUW $60.000

Sinds april vorig jaar kocht de Fed maandelijks voor 120 miljard dollar aan staatsschulden en door hypotheken gedekte waardepapieren op. Hun beleid heeft geresulteerd in negatieve obligatierendementen. Ondertussen hebben benchmarktarieven tussen 0 en 0,25 procent het lenen van de Amerikaanse dollar goedkoper gemaakt, waardoor de greenback met ruwweg 12 procent is gedaald ten opzichte van een mandje met de belangrijkste buitenlandse valuta’s.

Voor beleggers belooft het aanhouden van cash en obligaties een minimaal rendement. Dat heeft hen gedwongen om risico’s te nemen in alternatieve markten, waaronder Bitcoin, waarvan de waarde onlangs explodeerde met 1.500 procent van zijn midden maart dieptepunt van $ 3.858. De aantrekkingskracht van Bitcoin ligt in zijn voorraadlimiet van 21 miljoen, waardoor het een digitaal equivalent is van goud, een traditioneel schaars goed dat een veilige haven vormt.

Daarom profiteert de cryptocurrency doorgaans van een lager renderende obligatiemarkt en depressieve fiatvaluta’s. Dat verklaart enigszins waarom het opveerde op woensdag, vlak nadat de Fed verklaarde dat het zijn easy-money beleid zou handhaven en tegelijkertijd beloofde het te handhaven totdat de Amerikaanse economie zich herstelt van de nasleep van de coronavirus pandemie.

Bitcoin steeg van de intraday kuilen van 53.000 dollar om de sessie 3,64 procent hoger te sluiten op 58.925,54 dollar. De cryptocurrency breidde zijn sprong verder uit in de vroege Asia-Pacific sessie van donderdag en raakte $59.576 voordat het lager draaide op winstnemingen. Ondertussen keerde de sprong de death cross om in een golden cross.

De cryptocurrency toont nu de waarschijnlijkheid van het opnieuw testen van $60.000 voor een bullish breakout.

„De IOMAP-indicator onthult dat het laatste weerstandsniveau zich bevindt tussen 58.879 en 59.241 dollar, waar 220k adressen eerder 73,95k BTC kochten,“ aldus data-analysebedrijf IntoTheBlock. „Daarna heldere hemel richting nieuwe highs.“

LANGETERMIJNRENDEMENTEN

Meer rugwind voor de bullish bias van Bitcoin komt van Morgan Stanley’s laatste onthulling dat het zijn klanten toegang zou bieden tot drie Bitcoin-fondsen. De stap markeert een nieuwe belangrijke mijlpaal in de groeiende adoptie van de cryptocurrency onder mainstream financiële huizen, waardoor de hoop toeneemt dat institutionele beleggers het in hun traditionele portefeuilles zullen opnemen.

Ondertussen is de enige rode vlag die verschijnt in de aanhoudende Bitcoin bull run de stijgende opbrengst op de Amerikaanse 10-jarige Treasury note. Het rendement op de langerlopende rente eindigde woensdag op 1,641 procent, tegen een slot van 1,622 procent op dinsdag.

De Fed-functionarissen maakten geen melding van de recente stijging van de rente op 10-jaars schatkistpapier, noch van enige beleidsupdate om die stijgingen tegen te gaan. In plaats daarvan erkenden ze dat de Amerikaanse economische indicatoren sneller verbeteren dan verwacht in december. Een sell-off in de obligatiemarkt kan de opwaartse bewegingen van Bitcoin blijven beperken.

Morgan Stanley: Kryptowährungen nähern sich der Schwelle zu einer größeren institutionellen Akzeptanz

Laut dem neuesten Bericht der Investmentfirma Morgan Stanley kommen Kryptowährungen dem Ziel näher, eine aufstrebende investierbare Anlageklasse zu werden.

Krypto-Assets hoch spekulativ, aber an einer wichtigen Schwelle

Dies geht aus einer neuen Investorennotiz hervor, die von der Vermögensverwaltungseinheit von Morgan Stanley am Mittwoch, den 17. März bearbeitet wurde. Die investor note aus der Feder von Lisa Shalet und Denny Galinda darauf hingewiesen, dass jede Investition von Institutionen in krypto-Assets wie bitcoin ist eine spekulative ein.

„Damit spekulative Investitionsmöglichkeiten auf das Niveau einer investierbaren Anlageklasse aufsteigen, die eine Rolle in diversifizierten Anlageportfolios spielen kann, sind transformative Fortschritte sowohl auf der Angebots- als auch auf der Nachfrageseite erforderlich“, begann der Bericht.

Er stellte jedoch fest, dass das zunehmende Interesse institutioneller Investoren bedeuten könnte, dass die Schwelle der Akzeptanz langsam erreicht wird. „Bei Kryptowährungen denken wir, dass diese Schwelle erreicht wird. Ein sich festigendes regulatorisches Rahmenwerk, eine sich vertiefende Liquidität, die Verfügbarkeit von Produkten und ein wachsendes Investoreninteresse – insbesondere bei institutionellen Anlegern – sind zusammengewachsen“, heißt es weiter.

Die Autoren meinten auch, dass sich Kryptowährungen noch in der spekulativen Phase befinden und eine Vielzahl von Risiken bergen. Sie rieten Investoren, sich die notwendigen Informationen über Krypto-Assets zu beschaffen und ermutigten zu Engagements in kleinen Positionen in verschiedenen Formen, ähnlich dem Ansatz, der bei Risikokapitalinvestitionen verwendet wird. Der Bericht drängte Investoren auch dazu, Kryptowährungen mit Vorsicht zu erwerben und vorzugsweise in öffentlich gehandelte Multi-Asset-Produkte zu investieren.

„Für qualifizierte* Investoren, die bereit sind, sich zu engagieren, schlagen wir vor, mit öffentlich gehandelten Produkten zu beginnen – vorzugsweise solchen, die Multi-Asset sind – und potenziell auf die Wachstumschancen durch eine Risikokapital-/Private-Equity-Investition in das Blockchain-Ökosystem zuzugreifen“, heißt es abschließend.

Krypto-Assets erwärmen sich allmählich für institutionelle Investoren

Die Veröffentlichung dieser Investment Note kommt nach Spekulationen, dass Counterpoint Global, eine Unterabteilung von Morgan Stanley Investment Management, Investitionen in Bitcoin prüft. Weitere Wall-Street-Firmen und Vermögensverwalter erkunden entweder das Angebot von Krypto-Dienstleistungen oder fügen Kryptowährungen zu ihrem Portfolio-Bestand hinzu.

Am Dienstag wurde berichtet, dass der US-Bankenriese JPMorgan erwägt, Krypto-Clearingoptionen in seine bestehenden Dienstleistungen aufzunehmen. Dies kommt, nachdem die Investmentbank Goldman Sach vor einigen Wochen enthüllte, dass sie ihren Bitcoin- und Krypto-Handelsdesk nach einer dreijährigen Pause wiederbeleben würde.

Obwohl diese jüngste Notiz nicht explizit Kryptowährungen unterstützt, gibt sie einen Einblick in die aktuelle Situation. Derzeit wächst die Akzeptanz von Kryptowährungen exponentiell und viele Hedgefonds und Banken steigen auf den Zug auf.

“We invest very aggressively in tokens” – An interview with Sebastian Blum

6. Februar 2021

The crypto venture capitalist Greenfield One from Berlin was founded in 2018 by VC veteran Sebastian Blum and serial founder Jascha Samadi. In December, the VC announced the launch of a second fund with a target volume of 50 million euros. The money comes from the investment arm of the international media group Bertelsmann. Sebastian Blum told us in an interview how competitive the Berlin crypto scene is, why the VC also invests in tokens and which topics are particularly on the radar of Greenfield One.

The interview first appeared in the January issue of Kryptokompass .

The inventor of the Bitcoin certificate is back!

Participate in the price development of the world’s most important cryptocurrency with the new tracker certificates on Bitcoin from Vontobel.

Why is there a need for a venture capitalist who only focuses on crypto space? Can’t a normal VC do the job too?

On the one hand, the capital takers are looking for know-how. Since the crypto sector is relatively new, it needs special know-how – and that is in short supply in Europe. In Asia and the USA, VCs specialized in the crypto sector much earlier. On the other hand, we have created a whole new area with cryptocurrencies. We are trying to build a platform for investors on which we pool investor money and market the relevant know-how. We want to enable entry into the completely new asset class of cryptocurrencies.

So the USA is clearly ahead of us as a VC location – or do you also see aspects that speak against the USA?

The US has one major disadvantage: regulation. Other locations are much more open to cryptocurrencies. One example is Switzerland. Many crypto foundations and companies have settled there. Even if Switzerland is not part of the EU, it is still in Europe and therefore within the same time zone.

The fact that the USA still dominates is probably due to historical reasons. It’s just a very big market. The USA has traditionally also been a pioneer in terms of technology companies. There is a high affinity there to disseminate and finance innovation. There are also economies of scale such as larger funds and established partnerships.

And how would you rate the competitiveness of the crypto scene in Europe, especially Berlin, compared to the US?

I think the local crypto scene is definitely competitive. The entrepreneurial spirit is more pronounced in the USA than here. On the other hand, that’s also an advantage. Because it means that we make do with structures here that do not exist in the USA.

In the meantime, Berlin has already built up an insane ecosystem for the crypto sector. With the world’s largest Ethereum Office in Kreuzberg, you have an absolute number here. There are also Parity, Polkadot, Web 3 Foundation, Celo and Cosmos, for example. In Berlin you have an incredibly high concentration of entrepreneurs in the crypto sector. Then we are close to Eastern Europe and thus in close proximity to a strong hacker culture that, due to the current political situation, would rather work in Western Europe than in the USA. We have the opportunity here to become the interface of an alternative, decentralized infrastructure.

You already launched a crypto VC fund in 2018. How is your second crypto fund different?

2018 to 2020 – that is still a relatively short time for a fund. Therefore, the investment focuses are partly the same, partly new. However, we are still in the infrastructure phase for both funds. So it’s about promoting basic innovations and less about really consumable products. However, the new fund is much larger. We are now also investing as a lead investor with much larger sums. That means that we will now be able to appear much more significantly in the investor community.

Bitcoin cae a medida que los mineros venden, las instituciones observan a Yellen

30. Januar 2021

Algunas instituciones han detenido sus compras, al menos por el momento.

El precio de Bitcoin cayó hasta un 10% durante las primeras horas de negociación del martes, ya que los mineros de Bitcoin comenzaron a vender una gran cantidad de la criptomoneda por primera vez desde octubre. No hay suficiente demanda para absorber las monedas adicionales en el mercado porque las instituciones quieren tener una idea de cómo la nueva Administración de Biden verá bitcoin y otras criptomonedas.

En el momento de la publicación, bitcoin se cotizaba a $ 32,254.59, un 3.04% menos en las últimas 24 horas, según el BPI de CoinDesk . El precio bajó a casi $ 30,000 después de que los mercados abrieran en los Estados Unidos el martes.

Venta de mineros

El índice de posición de los mineros de Bitcoin, una relación entre la cantidad de bitcoins que dejan las billeteras de todos los mineros y el promedio móvil de un año de ese número, alcanzó un máximo de ocho años la semana pasada y aún está por encima de 2.0, según datos de la firma de análisis en cadena. CryptoQuant. Cualquier valor por encima de 2.0 indica que la mayoría de los mineros están vendiendo.

Los mineros parecen haber estado vendiendo para cubrir algunos de sus costos operativos.

„Por primera vez en mucho tiempo, parece que los mineros vendieron algunas participaciones bastante sustanciales para recaudar efectivo como esperábamos en un repunte después de octubre“, dijo a CoinDesk Neil Van Huis, director de ventas y comercio institucional de Blockfills. “Con la necesidad de asignar capital a más (y más nuevas) plataformas mineras, sacar bitcoin de su balance por efectivo a precios tres o cuatro veces más altos 30-60 días después de que terminara la temporada de lluvias en China fue el mejor escenario [mineros ] podría haber pedido „.

No hay suficientes compradores

Si bien los mineros continúan vendiendo bitcoins, parece que no hay suficientes compradores, especialmente de los inversores institucionales, para satisfacer el lado de la venta.

La “ prima de Coinbase “ , la brecha entre el par BTC / USD de Coinbase y el par BTC / USDT de Binance que involucra a la moneda estable tether, no ha mostrado números fuertes o consistentes por encima de $ 50 después de que se volvió negativa la semana pasada, según datos de CryptoQuant.

Cuando esta métrica supera los $ 50, generalmente indica una mayor presión de compra al contado de Coinbase, dijo a CoinDesk el director ejecutivo de CryptoQuant, Ki Young Ju. Y cuando no hay entradas al contado en dólares estadounidenses, la prima baja.

Bitcoin back on track despite being rejected at $ 40,000

8. Januar 2021

Anyone who was awake last night saw the immense volatility of the Bitcoin price. Bitcoin worked its way towards the $ 40,000 mark for several hours and made the jump to around $ 40,200 around 7 p.m.

Crypto Twitter raged and tweeted tweet after tweet to celebrate the all-time high of over $ 40,000

A „monster candle“ followed a full two minutes later and the price fell to $ 36,500 within 45 minutes.

The mood turned quickly, exchanges such as Coinbase and Binance were briefly offline and the community was raging.

Some traders stressed that the dip should now be used and Bitcoin bought , while others posted pessimistic analysis. But what happened next made many bullish.

Buy the dip goes on

Around 8:45 p.m. it starts to look up again. It seems that there were enough buy orders to absorb the setback, even though Coinbase, Binance and other crypto exchanges were briefly down and users therefore did not have the opportunity to buy the dip.

Yesterday’s volatility showed how quickly the mood within the community can change. Big whales probably dumped the Bitcoin price and took advantage of the stop-loss orders and sales of the „little traders and weak hands“ to fill their own pockets with more Bitcoins. PlanB presented this appropriately in a tweet yesterday:

Yesterday’s campaign showed that it is important to use a crypto exchange that you can rely on and, in an „emergency“, deposit money within a few minutes in order to benefit from the volatility. Therefore, an exchange where you can buy Bitcoin with PayPal is of course an immense advantage.

Bitcoin ready for $40,000 according to Gemini co-founder

7. Januar 2021

The co-founder of the well-known crypto exchange Gemini, Cameron Winklevoss, claims that the price of bitcoin is poised to reach $40,000.

On Twitter he wrote:

„Bitcoin is getting ready to jump to 40K“.

In fact, after breaking through the psychological threshold of $30,000 a few days ago, several analysts claimed that the next resistance would be around $39,000. Winklevoss is therefore simply joining the group of those who believe that the current uptrend has no major obstacles to it until the $40,000 mark.

However, it should also be pointed out that this trend is clearly due to a parabolic rise in the price of BTC.

Taking the last four weeks as an example, the percentage increases have been +27%, +0%, +26%, +27%, while the last four months have been +0%, +50%, +26%, +94%.

Gemini co-founder and others: Bitcoin predictions
But it is not only Cameron Winklevoss who supports the hypothesis of reaching $40,000. For example, analyst Alex Krüger also hypothesises it, who wrote on Twitter yesterday:

„Yes, 40K at the end of the week. If you are short at 36K you can panic“.

Driving this trend could be the trading volumes on PayPal.

According to Santiago Roel Santos, the trading volumes of BTC on PayPal these days are at an all-time high, although these exchanges have only started a few months ago.

In particular, Roel Santos points out that this record occurred yesterday, the very day of the riots in the US Congress against the election of a new president.

The fact that the price of bitcoin has often risen on holidays lately suggests quite clearly that it is mainly retail users who have been buying en masse, and the data on PayPal exchanges only supports this. It is also necessary to point out that never before has it been possible to buy BTC directly on PayPal.

Therefore, the current scenario is unprecedented in the crypto markets, and cannot be assessed by comparisons with the past. The context has evolved, precisely during the 2020s, and what we are witnessing now is only the consequence of that.

Nigel Green solgte halvdelen af sin Bitcoin Holding, da prisen nåede $ 24k

6. Januar 2021

Nigel Green, administrerende direktør for deVere Group, solgte halvdelen af ​​sine Bitcoin-beholdninger i løbet af julen som „det skal nu behandles som enhver anden investering – sælg højt og genkøb i dips“, ifølge et nylig blogindlæg.

“Jeg tror på Bitcoin”

På tidspunktet for hans likvidation havde Bitcoin-prisen netop krydset $ 20k og udskrevet en ny højde over $ 24k ifølge trackers. For at undgå tvivl sagde Nigel imidlertid, at hans beslutning ikke skyldtes hans manglende tro på kryptovalutaen.

I stedet forklarer han, at det handlede mere om at tage overskud.

Nigel bemærker, at løs en pengepolitik nødvendiggjort af regeringers behov for at støtte økonomier tvinger investorer til Bitcoin, et værktøj, der er opstået som et alternativ til guld som en afdækning mod inflation.

Derudover er indgangen til Wall Street-megalitter og globale betalingsvirksomheder værdifuld for krypto og vil øge forbrugernes interesse:

”Med nogle af verdens største institutioner – blandt dem multinationale betalingsselskaber og Wall Street-giganter – bunker ind i kryptokurver og bringer deres store ekspertise og kapital med sig. Dette øger naturligvis forbrugernes interesse. Når regeringer fortsætter med at støtte økonomier og øge udgifterne på grund af coronavirus-krisen, vil investorer i stigende grad se på Bitcoin som en afdækning mod den legitime inflationsbekymring. ”

Bitcoin-prisbane er utvivlsomt opad

I slutningen af ​​oktober annoncerede PayPal officielt deres adgang til kryptokurrency og sagde, at den ville understøtte flere kryptokurver, inklusive Bitcoin.

BTC-prisen samlede denne nyhed og dannede et grundlag for den eventuelle breakout over $ 20k. Siden da er BTC / USD-paret steget over flere salgsvægge og nåede $ 34,7k den 3. januar.

Ifølge trackere er priserne siden faldet tilbage og faldet fra tidens højeste niveau til omkring $ 31.000.

Med den nuværende sammentrækning kan det give Nigel endnu en mulighed for at indlæse mere BTC til billigt, da „Bitcoins langsigtede prisbane ubestrideligt opad.“

I henhold til deVere Groups seneste undersøgelse vil 75 procent af investorerne med høj nettoværdi være fuldt investeret i kryptokurver inden udgangen af ​​2022. Kombineret med møntens iboende egenskaber og institutionelle indrejse kan BTC / USD-prisen stige på lang sigt.

Ifølge en BTCManager-rapport planlægger Greenpro Capital – et offentligt selskab – at rejse $ 100 millioner og investere i Bitcoin.

Warum dieser Goldman Sachs-Veteran es sieht

23. Dezember 2020

Warum dieser ehemalige Milliardär und Goldman Sachs-Veteran jetzt sieht, dass Bitcoin im Jahr 2021 $50.000 erreichen wird

Bitcoin ist in den letzten Wochen in die Höhe geschossen, hat seinen Höchststand von 2017 durchbrochen und zum ersten Mal seit drei Jahren neuen Boden betreten.

Der Bitcoin-Preis hat sich in den letzten zwei Monaten mehr als verdoppelt, eine Hausse, die begann, als der Zahlungsriese PayPal PYPL +2,4% ankündigte, dass er Bitcoin-Käufe unterstützen würde (allerdings mit einem beunruhigenden Haken).

Nun hat der ehemalige Hedge-Fonds-Milliardär bei Bitcoin Era und heutige Bitcoin- und Krypto-Investor Michael Novogratz gesagt, dass er Bitcoin im nächsten Jahr 50.000 Dollar erreichen sieht – und prophezeit, dass Bitcoin schließlich „Gold in den Schatten stellen wird“.

Der Bitcoin-Preis ist in den letzten Wochen in die Höhe geschnellt, hat Allzeithochs erreicht und ist in unbekannte … [+] SOPA Images/LightRocket via Getty Images

„Es ist einfach für mich zu sehen, bitcoin bei $50.000 im nächsten Jahr,“ Novogratz sagte Raoul Pal, der Chef der Finanz-Research-und Medien-Unternehmen Real Vision in einem interview letzte Woche, erklärt: „Das sind 10% von Gold.“
MEHR FÜR SIE
Coinbase CEO Brian Armstrong gibt eine ernste Warnung aus, da Bitcoin in Richtung $25,000 steigt
PayPal hat gerade 346 Millionen Menschen eine neue Möglichkeit gegeben, Bitcoin zu kaufen – aber es gibt einen fiesen Haken

Dies könnte eine sehr große Woche für Bitcoin, Ethereum, Ripple’s XRP, Litecoin und Chainlink sein

Bitcoin hat seinen Ruf als digitales Gold inmitten der Coronavirus-Pandemie und der anschließenden beispiellosen Ausgabenwut der Regierung entwickelt und die Aufmerksamkeit einer Reihe von namhaften Investoren auf sich gezogen, die Bitcoin als einen aufstrebenden sicheren Hafen und Inflationsschutz sehen.

„Ich weiß, sobald wir zu 10% von Gold, wir sind wie, warum ist es nur 10% Gold,“ Novogratz fragte. „Warum ist es nicht 25% von Gold? Dann wird es irgendwann Gold in den Schatten stellen.“

Während Novogratz nicht erwartet, dass die Marktkapitalisierung von bitcoin Gold bald überholen wird – „Ich garantiere, dass es nicht in einem Jahr passieren wird“ – sieht er die jüngsten Entwicklungen, die das Wachstum von bitcoin beschleunigen.

„Diese Dinge passieren schneller, wenn man diese Netzwerkeffekte bekommt“, fügte Novogratz hinzu, ein ehemaliger Goldman Sachs-Veteran, der 2013 mit dem Investieren in Kryptowährungen begann und 2015 die Fortress Investment Group verließ, um sich auf Bitcoin und Krypto zu konzentrieren.

Letzte Woche enthüllte der britische Fondsmanager Ruffer Investment Management, dass er Bitcoin im Wert von 745 Millionen Dollar gekauft hatte, was allgemein als Zeichen für ein steigendes institutionelles Interesse gewertet wurde.

Anfang dieses Monats, Ray Dalio, der legendäre Milliardär Gründer und Co-Vorsitzender des weltweit größten Hedge-Fonds, Bridgewater Associates, zugelassen bitcoin hat sich als „Gold-ähnliche Anlage Alternative“ etabliert.

This is what the crypto-economy will be doing in 2021

4. Dezember 2020

Silicon Valley and Wall Street showed in the last quarter of the year where the crypto economy will head in 2021. In addition to new groups of investors, it is also about new rules of the game. Why private keys are being forgotten and why a diversified storage strategy also makes sense for digital assets.

As we have already reported in detail , the current momentum in the crypto market is mainly coming from institutional investors. This means that large investors such as hedge funds, financial service providers and companies in particular are responsible for the rising prices of Bitcoin and Co. However, this new form of establishing and institutionalizing the crypto-economy also brings about changed rules of the game. What became visible in the last quarter of 2020 will accelerate further in 2021: the move away from self-custody from the investor’s point of view.

New whales and re-centralization of Bitcoin

With the emergence of these new major Bitcoin investors, there is a further centralization of Bitcoin, at least from a custodial perspective. So far, even the largest Bitcoin assets have been distributed relatively unevenly across a few wallet addresses, but these have often been privately owned. Should mean that a single Bitcoin investor has his private keys.

This is changing significantly with hedge funds like Guggenheim Macro Opportunity Fund or PayPal’s crypto service . It is true that through PayPal a further distribution of Bitcoin also takes place on the small investor side, and accordingly also a decentralization, but not from the point of view of „physical custody“.

It doesn’t matter whether you buy shares in a documented Bitcoin ETC from HANetf / ETC Group (ISIN: DE000A27Z304) or VanEck Vectors Bitcoin ETN (ISIN: DE000A28M8D0) or whether you load cryptocurrencies into your account via PayPal, you hand over access and control of your Bitcoin to a financial intermediary. Few players manage ever larger amounts of crypto currencies.

Who needs private keys?

While many institutional investors have no other choice but to accept the safekeeping offers, as they are not allowed to keep the private keys themselves, there is also a tendency that even small investors of the recent hour come less and less into contact with the option of self-safekeeping. The most user-friendly offers, regardless of whether PayPal, Revolut or the Bison crypto app from the Stuttgart Stock Exchange, only offer a custodial wallet in which the private keys are with the respective custodian.

Not only does the supply exert an influence on the demand, but it also shows, conversely, that a new, less idealistic, less state-critical or politically libertarian crypto-investor body is establishing itself. The mantra “Not your keys, not your coins” looks antiquated to them with a view to the year 2021 and its new offers.

In practice, decentralization and personal responsibility take a back seat. The motto is clear: You want to participate in the growth in value of digital assets as easily and conveniently as possible. However, self-custody does not belong to this rather pragmatic understanding of crypto.

The fruits of crypto corporate lobbying

The big players in particular are reinforcing this tendency because they don’t want to mess with politics and the regulatory authorities. The state has no interest in Bitcoin investors holding their own private keys. After all, the state doesn’t want you to keep your cash under your mattress or bury your gold in the garden. Accordingly, it can be assumed that the highly regulated and thus also centralized offers will be given the green light by politicians.

Basically, politicians can be grateful for any Facebook Libra or PayPal – even if they wouldn’t admit it – that guides new investors into a centralized, very controllable ecosystem. Really decentralized alternative offers through decentralized financial applications (DeFi), which work via a non-custodial wallet, have to be contained from the perspective of politics at all costs.

That now politicians like Olaf Scholz critical of Facebook’s Libra express , gives little sense in this context. If not long ago, the lobbyists from Facebook or PayPal in Brussels, Berlin or Washington will articulate the options clearly. To put it simply: either the politicians allow corporations with crypto ambitions and thus retain access to the transactions and users, or they prevent group crypto services and thus open the door to decentralized offers that are difficult to control.

The mere report that Facebook’s Libra would like to start with the first stable coins as early as January 2021 indicates that such an agreement has already been found.

500 000 BTC verdt $ 8,5 milliarder som for tiden eies av gråtoner

22. November 2020

500 000 BTC verdt $ 8,5 milliarder som for tiden eies av gråtoner

Grayscale Investments har logget en ny milepæl ved å bli en stolt eier av 500.000 BTC. Dette utgjør 8,5 milliarder dollar til dagens BTC-spotrate og tilsvarer 2,69% av kryptovalutas totale tilbud.

Blant bitcoin- og kryptokursforetaksforetakene tar Grayscale topplasseringen. Og så har det vist seg igjen Crypto Bank ved nå å bli eier av 500.000 BTC til en verdi av 8,5 milliarder dollar. Dette tilsvarer omtrent 2,4 prosent av kryptovalutaens totale programmerte forsyning.

Gråskalainvesteringer eier Bitcoin som er verdt 8,5 milliarder dollar

For noen timer siden dro Barry Silberts kryptofondforvaltningsfirma Grayscale en oppdatering om bitcoin-stashen, som nå utgjorde en massiv 500 000 BTC.

Grayscale Bitcoin Trust har nå mer enn 500 000 $ BTC. Ja, du leste riktig. Lær mer om verdens største #Bitcoin investeringsprodukt. #GoGrayscale https://t.co/2sEpUdw8iN pic.twitter.com/9h8nGZ8i4t

– Gråtoner (@Grayscale) 16. november 2020

Per bitcoins totale forsyning som Satoshi programmerte utgjør dette tallet omtrent 2,4 prosent av 21 millioner. Den totale verdien av stashen er nær 8,5 milliarder dollar. I henhold til firmaets siste balanse, lagrer Grayscale nå et netto AUM (eiendeler under forvaltning) på nesten 10 milliarder dollar.

Løvenes andel av virksomheten kommer fra salg av Grayscale Bitcoin Trust (GBTC) -aksjer, som det fremgår av bildet nedenfor.

Med tanke på størrelsen på BTC-beholdningene, antydes det at Grayscale’s stash er ganske betydelig. Og dette er et direkte resultat av et aggressivt akkumuleringsdrag som begynte med selve årsskiftet i år.

Kjører høyt på de saftige inntektstallene i 3. kvartal 2020

Ting har vært tilstrekkelig solfylte for gråtoner i år. For det første ble det ETHs investeringsarm et offisielt SEC-rapporterende selskap. Dette multipliserte troverdigheten for akkrediterte investorer som bare spiller etter boken og bare stoler på lisensierte firmaer.

Sammen med dette rapporterte CryptoPotato forrige måned om Grayscale logging Q3 2020 som det beste kvartalet. Den ledende fondvalgsforvalteren registrerte kontantstrømmer til en verdi av 1 milliard dollar. GBTC var tydeligvis favoritten blant investorer. Grayscales bitcoin-produkt tiltrukket 720 millioner dollar.

I henhold til den offisielle rapporten var institusjonelle investorer de dominerende markedsaktørene i Grayscale-landet. Folk med dyp lomme utgjorde 81 prosent av Q3-tilstrømningen.

Andelen akkrediterte investorer som fordeler midler til Grayscale-produkter har falt fra 12 til 8, mens familiekontor har økt fra 4 prosent til 8 prosent.

Grayscales rasende bitcoin-stash-vekst skyldes også den økende investeringsinteressen for kryptovalutaen. Takket være den skumle COVID-19-pandemien. I følge kapitalforvaltningsselskapets Bitcoin Investor Study sa nesten 66 prosent av BTC-investorene at „konsekvensene av COVID-19 var en faktor i deres beslutning om å gjøre det.“
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