2020年根本没办法避开疫情,一场疫情发展到现在,美国骚动难以收场,美国面对疫情也暴露了本钱的血腥,所以究竟全球范围内对美元失去信赖。在十多年前,咱们的观念是买美元保值,觉得美元很值钱,这便是信赖,但是今日的美国现已无力维持这种信赖,咱们心里一计算,老美就这?不过如此嘛。美国人自己都暴乱了,还有什么好说的。
In 2020, there was no way to avoid the epidemic, an outbreak that was so hard to end in the US, and the US lost its trust in the dollar in the face of the epidemic. More than a decade ago, our idea was to buy a dollar and think it was valuable, that is trust, but today's America is not able to maintain that trust, and that's what America is doing. That's all.
美国总统特朗普为了抢救经济,做出了许多举动,比如推出许多国际组织,咱们都笑特朗普失智,一个堂堂总统怎么会做出这种事呢?咱们觉得总统应该爱面子,为全局着想,顾全局势,其实不是的,这是咱们东方思想,咱们中国人做事讲究面子。而特朗普作为商人身世的总统只追求利益,他的这些行动确实是对经济有帮助,可也侧面的失去了人心。人心和信赖其实是一件很奥妙的东西,不能用数据显现,但是实实在在影响着一切。
The President of the United States, Mr. Trump, has taken many steps to save the economy, such as the launch of many international organizations, where we all laugh at Trump’s incompetence, and how can a grand president do it? We think that the president should look out for himself, for the sake of the whole picture, and for the sake of the situation, but not for the sake of the East.
咱们一看,美国这状况不行了,稳不稳得住先另说,反正心里打了个问号。美国人自己也这么想,一看这局势,开始担心美元不能保值,总要找一个能保值的东西,所以比特币就呈现了。
As soon as we look at the situation in the United States, we'll have to say otherwise. The Americans themselves feel the same way, starting to worry that the dollar will not be preserved, and looking for something that can be saved, so Bitcoin shows up.
在美国,银行现已将现金提取额限制为3000美元,比特币最大的优势是不受国家或组织管控,所以挑选比特币作为避险东西,是十分适宜的。
In the United States, where banks have now limited their cash withdrawals to $3,000, the best advantage of Bitcoin is that it is not regulated by the State or organization, so it is appropriate to select Bitcoin as a safe haven.
咱们都知道,比特币总发行量2100万枚,而据链信2019年统计区块链用户2000万,今年添加多少暂时无知,2000万人就能撑起这么大摊子,不说多,3-5年人数翻一倍,比特币数量还不变,咱们都想要,那它能怎么办,必定是涨价了。
We all know that Bitcoin has a total circulation of 21 million, and the 20 million users of the statistical block chain in 2019, according to the chain letter, and the amount of temporary ignorance added this year, 20 million people will be able to make up for this big deal. Not to mention, the number of bitcoins doubled in 3-5 years, the number of bitcoins will remain the same.
这还不必等到3-5年,比特币是全球性参与的,5年前你问身边一百个人,几乎没有一个人知道比特币,现在你问身边的人,一百个人里面最少二三十个是知道的,用户增长量是十分恐惧的。这还不包括国外范围,之前比特币基本是中国人的算力游戏,今年时局动荡,有更多的人有避险需求,国外本钱进场,商场动摇价格上升是必定的。
It doesn’t have to wait three to five years for Bitcoin to be a global participant, five years ago when you asked a hundred of the people around you, hardly one of them knew bitcoin, and now you ask at least twenty or thirty of the 100 people around you know it, and the number of users is very scary. This is not outside the country.
今年比特币减半,产量减少,挖矿本钱更高,根据这种因素,矿工必定提高价格,又有国外本钱对财务装备的需求,风险对冲的必要性,比特币的避险功能越来越重要了。
According to this year's halving of Bitcoin, the reduction in production and the higher cost of mining, miners are bound to increase prices, foreign capital demand for financial equipment, the need for risk hedges, and the importance of Bitcoin's risk avoidance function is increasing.
华尔街最大的比特币信托(GBTC)管理机构“灰度投资(Grayscale Investment)”最近几个月正在疯狂买买买比特币,据灰度投资机构在推特公布的最新数据显示,灰度的比特币持有量约为34.7万枚,资产规模达33.02亿美元。
According to the latest data released on Twitter by the Greyscale Investment Agency, the largest management agency of the Bitcoin Trust on Wall Street, Grayscale Investment, which in recent months has been shopping for bitcoins, the size of which is approximately 347,000 pieces and the size of the asset stands at $3.302 billion.
自比特币减半以来,灰度投资旗下比特币信托(GBTC)增持18910枚比特币。而自5月11日以来,矿工仅开采12337枚比特币。这意味着,灰度投资在比特币第三次减半后增持的比特币数量为同期矿工开采比特币总量的150%。
Since Bitcoin was halved, the Bitcoin Trust (GBTC) under the Greyscale Investment has held an additional 18910 bitcoins. Since May 11, miners have mined only 12337 bitcoins.
比特币价格上涨似乎与USDT 有关,如今加密市场对于稳定币的兴趣暴增,比特币价格也在上涨(如下图所示)。灰度发现今年五月加密市场稳定币交易额超过100亿美元,而去年一年只有40亿美元。当今世界正在迅速走向数字化,越来越多人不愿意使用纸币。作为加密资产的基准,比特币是正在成为黄金的数字版本做好准备。
The price increase in bitcoin seems to be related to the USDT, and now the interest in the encryption market in stabilizing the currency has surged, as has the price of bitcoin (as shown in the figure below). Greyscale found that the encoded market stabilized over $10 billion in May this year, compared to only $4 billion last year.
彭博新闻社(Bloomberg News)在《比特币成熟飞跃》报告指出,新冠疫情之下,全球经济和金融体系遭到自2008年金融危机以来最大的需求和供给冲击,各国央行都推出了“史无前例的货币刺激政策”,而这些刺激措施将会使比特币与黄金关联度创下历史新高。
Bloomberg News reports that the global economic and financial system has been hit by the biggest demand and supply shocks since the 2008 financial crisis, with central banks launching “an unprecedented monetary stimulus” that will bring bitcoin to a historic high in relation to gold.
彭博依然认为比特币价格将会继续上涨,主要一个原因就是美联储实施了史无前例的货币量化宽松政策,导致美元在市场上供过于求,继而加速推动比特币成为数字黄金。历史记录表明,比特币价格在2020年将会达到20000美元。比特币当前价格走势和2016年非常相似:
Bloomberg continues to believe that bitcoin prices will continue to rise, mainly because the Fed has implemented unprecedented monetary quantitative easing policies that have led to oversupply of the dollar on the market, which has accelerated the promotion of bitcoin as digital gold. History shows that bitcoin prices will reach US$ 20,000 by 2020. Bitcoin’s current price trends are very similar to those of 2016:
2016年比特币进行区块奖励减半,之后迎来价格高峰。此外,比特币在2014年曾下跌60%,但到2016年底时比特币价格已经接近于2013年峰值。如果按照2016年走势,不出意外的话,2020年比特币价格会达到约2万美元历史新高。
Moreover, Bitcoin fell by 60% in 2014, but by the end of 2016 Bitcoin prices were close to peaking in 2013. If the 2016 trend was not unexpected, it would have reached an all-time high of about $20,000 in 2020.
相比于其他商品,在过去的40年里,黄金价格其实并没有下跌。
Compared to other commodities, gold prices have not actually fallen in the last 40 years.
虽然美国一直在经历通货膨胀,但由于此前通胀率一直不高,导致黄金花了大约27年的时间才超过1980年峰值。而现在,随着新冠病毒疫情爆发,黄金正在变得更加强大。此外,通缩也是大宗商品走强的信号,加上美联储宽松的货币政策,所以越来越多的证据表明黄金价格将会不断走高。
Now, with the outbreak of the new coronary virus, gold is becoming stronger. Moreover, deflation is a sign of a strong commodity, coupled with the US Federal Reserve’s liberal monetary policy, and there is growing evidence that gold prices will continue to rise.
新冠病毒疫情爆发给黄金和比特币进一步的价格上涨奠定基础,即便在三月份全球市场低迷时期,黄金盘整的关键阻力位也能一直保持在每盎司1700美元上方。从下图走势可以看出,黄金和比特币是牛市中的一对好「基友」。
The outbreak of the new coronary virus has laid the foundation for further price increases in gold and bitcoin, and even during the global market downturn in March, the key resistance to gold consolidation has been kept above $1,700 per ounce. As can be seen from the next trend, gold and bitcoin are good "friends" in the cattle market.
与此同时,比特币的表现也和黄金一样稳固,其价格始终能够维持在9000-10000美元之间。就目前来看,比特币像是一头沉睡公牛,一旦觉醒就会创造重大历史改变。另一方面,黄金和比特币之间的关联度越来越强,这也有利于比特币价格上涨。由于全球央行实施了前所未有的货币宽松政策,导致比特币与黄金52周相关性上创下历史最高记录,除非黄金下跌,否则比特币价格有可能会升至顶峰。
At the same time, Bitcoin’s performance is as solid as gold, and its price can always remain between US$9000 and US$10,000. For now, Bitcoin is like a sleeping bull, creating a major historical change once it wakes up.
参考纳斯达克和原油市场,成熟的比特币正在获得优势。Bloomberg Intelligence 认为,新冠病毒一起正在促使比特币变得越来越成熟,尤其是对比纳斯达克和原油市场,从而会进一步支持比特币价格升值。传统股票市场和石油——这个世界上最重要的商品都创下历史性跌幅,而比特币价格在探底之后却快速反弹,这表明比特币价格基础非常坚挺。
By reference to NASDAQ and the crude oil market, mature bitcoin is gaining advantage. Bloomberg Intelligence argues that the new coronary virus together is contributing to the growing maturity of bitcoin, particularly in the Binasdak and crude oil markets, and will further support the appreciation of bitcoin prices. The traditional stock market and oil – the world’s most important commodity – have made a historic fall, while bitcoin prices have rebounded rapidly since the bottom of the search, indicating a very strong price base for bitcoins.
芝商所比特币期货将支持10000美元价格水平。目前比特币期货未平仓合约的近乎翻倍,几乎已经达到2019年突破10000美元时水平,这表明比特币正在走向主流。此外,比特币期货溢价也将支持价格上涨。稳定的期货溢价表明机构对购买和持有比特币越来越感兴趣。芝商所交易的比特币期货30天平均价已从最近的跌势中恢复,而且将会促使现货价格稳步上涨。
The price level of US$ 10,000 will be supported by the Bitcoin futures of the company. At present, the price of the Bitcoin futures has nearly doubled, almost reaching the level of US$ 10,000 by 2019, indicating that bitcoins are becoming mainstream. Moreover, the Bitcoins futures premium will support price increases.
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