- 美国投资者马克·库班声称,目前如火如荼的加密货币崩盘让他想起了沃伦·巴菲特 (Warren Buffett) 说过的一句话:“当潮水退去时,你会看到谁在裸泳”。
- 在以高波动性和猖獗的不确定性为标志的市场中,加密货币正面临其历史上最大的修正。
- Cuban 预测,许多公司和加密货币将因当前的危机而沉没并消失。
加密市场正在经历其短暂历史中最糟糕的时期之一,其修正状态可能会在未来几天将比特币和山寨币拉至 2019 年的低点。
在美联储本周宣布加息 0.75 个基点之后,加密市场获得了短暂的喘息机会,数字货币恢复了部分价格。 但分析人士一致认为,损害不会很快消失。
亿万富翁加密货币投资者马克库班在《财富》杂志的声明中预测:“在股票和加密货币领域,你会看到那些靠廉价、轻松的资金维持的公司——但没有有效的商业前景——将会消失。”
The producer of Shark Tank and owner of the Dallas Mavericks compared the current situation facing the industry with a statement Warren Buffett made some time ago: "When the tide goes out, you get to see who is swimming naked." Like other observers and analysts, Cuban believes the market is heading into a process of extinction for hundreds of cryptocurrency projects. Risky assets, which long roused the appetite of whales and retail investors, were the first to suffer the effects of the pivot taken by central banks around the world. With seeming end coming to the era of easy money, especially from pandemic stimuli checks which helped immensely to inflate digital assets and their related stocks, the crypto market is facing down one of its biggest historical corrections. The Impact of Fed Announcements on Crypto The fear that the actions of the Fed and other global issuers will provoke a new recession in their adoption of aggressive monetary policy (e.g. rate hikes and withdrawal of stimuli) to contain inflation has unleashed an unprecedented crisis. Cryptos across the board, led by Bitcoin and Ethereum, have seen monumental losses in recent weeks. The crypto crash was particularly exacerbated by the collapse of the Terra Luna ecosystem, and the subsequent domino effect collapse of companies in the crypto sphere, which in turn rang serious alarms of concern among regulators and paniced investors. This week, crypto lending giant Celsius Network suspended withdrawals on its platform, igniting investor fears about the outlook for other companies being infected by the crisis. Major exchanges, such as Crypto.com, BlockFi and Coinbase, have announced significant staff cuts, payroll freezes, and adjustments in their budgets in order to better endure the oncoming crypto winter – the end of which no one has ventured forecast. Binance stands as an exception, announcing the listing of 2,000 new jobs. Reports are also circulating that crypto fund Three Arrows Capital is close to possible insolvency after paying out $400 million to clients. Indeed, by and large, shares of companies that trade in cryptocurrencies or have exposure to digital assets have fallen sharply of late. Despite the difficult times the industry is currently experiencing, Cuban continues to believe in the value of cryptocurrencies. He asserts that, after the crisis of digital assets, a more innovative and successful industry will emerge. “Disruptive applications and technology released during a bear market, whether stocks or crypto or any business, will always find a market and succeed,” the tycoon stated. According to Cuban, cryptocurrencies are associated with the Nasdaq, hence the reason that technology stocks and BTC have simultaneously been moving in the same direction. Recently, the correlation between the U.S. stock index and the leading cryptocurrency has seeminglyreached its peak. “If rates go up, it will struggle till it’s priced in. The exception, as with stocks, is for new, game-changing applications”, the Ethereum maximalist, as he describes himself, who is a great investor in cryptocurrencies and companies in the sector, told Fortune.