Les gestionnaires d’actifs du monde entier perdent confiance dans le dollar, ce qui les incite à rechercher des investissements résistant à l’inflation pour leurs clients.

De fonds mondiaux révèle que Bitcoin

Une nouvelle enquête auprès de gestionnaires de fonds mondiaux révèle que Bitcoin a grimpé dans le classement des „transactions les plus populaires“, devançant les investissements traditionnels comme l’or et les obligations.

Bitcoin est en troisième position sur la liste globale des options de la catégorie, désignée comme la transaction la plus fréquentée par 15 % des répondants à l’enquête. Seules les actions technologiques (52 %) et les positions courtes en dollars (18 %) sont mieux classées.

L’enquête sur les gestionnaires de fonds mondiaux a été menée par Bank of America Merrill Lynch entre le 4 et le 10 décembre et a demandé à 217 gestionnaires de fonds collectivement responsables de 534 milliards de dollars d’actifs, une série de questions liées aux tendances du comportement des investisseurs.

Une question connexe demandait aux répondants s’ils détenaient des positions longues Bitcoin, ce à quoi 15 % ont répondu par l’affirmative, soit trois fois plus que le total de 5 % du mois dernier.

En cette année où l’impression de monnaie et les mesures de relance ont fait craindre une inflation massive, la tendance à délaisser les espèces au profit d’actifs non corrélés tels que les bitcoins est clairement mise en évidence par les résultats de l’enquête.

De nombreux gestionnaires d’investissement envisagent sérieusement d’acheter des bitcoins pour la première fois, encouragés par l’exemple des célèbres investissements réalisés par MicroStrategy, Square et Paul Tudor Jones. Dans la foulée, la compagnie d’assurance MassMutual et le gestionnaire d’investissement Ruffer ont également révélé des achats massifs de Bitcoin la semaine dernière.

En liquidités pour la première fois depuis 2013

L’enquête de la Bank of America a également révélé que les gestionnaires de fonds sont sous-pondérés en liquidités pour la première fois depuis 2013, après avoir acheté une quantité disproportionnée d’actions, de matières premières et d’autres actifs dont Bitcoin au cours des derniers mois.

Ce n’est pas la première fois que Bitcoin apparaît dans l’enquête mensuelle de la Bank of America. En décembre 2017, Bitcoin était en tête de la liste des transactions les plus fréquentées de l’enquête, avec 32 % des répondants qui ont désigné Bitcoin comme la „transaction la plus fréquentée“.

Bitcoin a été nommé pour la première fois dans une édition de septembre 2017 de l’enquête, dans laquelle il a reçu 26 % des votes des répondants pour le „commerce le plus fréquenté“.

Le 18 août 2020, Bitcoin a dépassé Bank of America en termes de capitalisation boursière pour la première fois. Bitcoin dépasse maintenant Bank of America de 45 % dans cette mesure.

A huge sales wall of $20,000 can result in a large transfer of wealth from whales to institutions based on current data.

Bitcoin Whales sell 7,188 BTC in 24 hours to institutions like Grayscale MARKET NEWS
Bitcoin whales (BTC) seem to be selling to institutions as the supply side tightens.

Data from several sources show that while more BTC are returning to exchanges this week, large-scale buyers are still creating more demand than supply can meet.

Grayscale exchanges and buy-ins
Statistics from the on-chain analysis service Coin98 confirmed that the investment giant Grayscale bought twice as much Bitcoins as the miners could create in November.

Grayscale Bitcoin buys versus flow in November 2020. Source: Coin98/ Twitter
Together with Square and PayPal, the other major Bitcoin Capital corporate investors that are increasingly demanding BTC shares, Grayscale is creating an imbalance in supply for which price gains are the only logical outcome.

This scenario set the stage for December with Grayscale’s continued purchase of Bitcoin totaling over 7,000 BTC in just 24 hours, the company’s managed Bitcoin assets surpassed 10.5 billion on December 4.

Grayscale Bitcoin buys 6-month chart. Source: Bybt
Simultaneously, this week Bitcoin broke historical records and challenged the $20,000, but then found enormous selling pressure.

Having recovered from lows of $18,100, the asset returned to the $19,000 circle, and now the BTC/USD seems poised for another important test of the level, but the selling momentum remains unusual. With sell walls for $20,000 still firmly established, whales and long-time hunters looking to move out have reliable buyers like Grayscale and other institutions.

Bitcoin BTC/USD selling wall on December 4th. Source: TensorCharts
Evidence points to increased whale flow in exchanges this week, something that coincided with the $20,000 attempt. If sales are already keeping prices down, BTC must be finding its way by transferring whale wealth into the hands of Grayscale and its customers.
Bitcoin exchange holdings 3-year chart. Source: CryptoQuant
CNBC: The rich are „carrying themselves“ in Bitcoin
The phenomenon has even caught the attention of the mainstream media.

„The total of accounts buying more than $1 million in Bitcoin and then taking it off the market skyrocketed,“ CNBC reported Thursday.

„That is an 180% increase from 2017 to this year. Analysts say that this indicates that wealthy investors are accumulating Bitcoin and then storing it offline to store it in a slightly safer place.
Bitcoin addresses in profit historical chart. Source: Glassnode/Twitter
At the same time, the total Bitcoin addresses in profit versus when the currencies were put in them reached new records on Friday, according to the latest Glassnode data.

Meanwhile, news arrived on Wall Street on Thursday that Bitcoin and hundreds of altcoins would compose new S&P Dow Jones crypto indices from January 2021.

Blockchain-datafirmaet Chainalysis ‚dedikerede „aktivrealiseringsprogram“ vil hjælpe den amerikanske regering med at håndtere deres butikker med beslaglagt kryptokurrency.

BlockSeer’s minedrift kan censurere Bitcoin-transaktioner. Billede: Shutterstock
Kort om

Chainalysis, et blockchain-data- og analysefirma, lancerer et program for at hjælpe regeringer med at gemme dårligt fået kryptokurrency beslaglagt under undersøgelser.
Virksomheden hjalp DOJ med at spore de 69k Silk Road-bundne Bitcoins (næsten 1 mia. $), Som regeringen beslaglagde i sidste uge.

Cryptovalutaer er kommet langt siden Bitcoin gratis for alle Silk Road-æraen, men de er stadig en ret populær mulighed, hvis du ønsker at gøre ulovlige ting på det mørke web.

Heldigvis eller desværre for privatlivspurister arbejder Chainalysis, et datafirma, der stiller sig som en blockchain-vagthund, allerede sammen med regeringer for at spore og beslaglægge dårligt fået krypto.

Nu har virksomheden annonceret et nyt program til at hjælpe regeringer med at holde øje med deres butikker med lovligt beslaglagte digitale aktiver.
Top 5 kryptonyheder og -funktioner i din indbakke hver dag.

Få Daily Digest for det bedste ved dekryptering. Nyheder, originale funktioner og mere.

Bare i sidste uge blev over 69.000 Bitcoins knyttet til Silkevejen, der havde ligget i dvale siden markedspladsens lukning i 2013, overført til en statskontrolleret tegnebog. I sin fortabelsesklage afslørede Justitsministeriet, at det brugte et „tredjeparts bitcoin-tilskrivningsfirma til at analysere Bitcoin-transaktioner udført af Silk Road.“ Chainalysis har siden taget ansvaret for denne analyse.

Efter at en domstol har beordret fortabelse, likvideres regeringsbeslaglagt krypto typisk ved auktioner, der holdes af US Marshall Service på deres egne vilkår: det bestemmer, hvor mange auktioner der afholdes, og størrelsen på hver solgt blok.

Og hvis auktionærerne ikke er sarte i deres tilgang, kan der have konsekvenser for markedet. ”Hvis justitsministeriet beslutter at markedsføre disse Bitcoins, vil du se en betydelig nedgang, da det vil gå gennem alle ordrebøger,” sagde den Amsterdam-baserede erhvervsdrivende Michaël van de Poppe.

Feds ‚beslaglægger‘ $ 1 milliard dollar i Bitcoin knyttet til Silk Road

Men hvad sker der med kryptoen efter beslaglæggelsen og før den eventuelle fortabelse? Chainalysis hævder, at det nye aktivrealiseringsprogram vil hjælpe med at forbedre lagring og sporing af beslaglagte aktiver i dette vindue.

Asset Reality, et partnerfirma, vil styrke denne indsats ved at levere „strategisk rådgivning og træning vedrørende kryptokurrency og andre komplekse aktiver“ pr. En pressemeddelelse. Chainalysis reagerede ikke straks på en anmodning om yderligere kommentarer.

Chainalysis-udøvende Jason Bonds satte et mere detaljeret punkt på det: ”Når vores regeringspartnere bliver mere succesrige med at udrydde dårlige aktører, er det et naturligt næste skridt at hjælpe dem med genopretning og realisering af aktiver,” sagde han i en erklæring.

Selvom dets seneste partnerskab var med den amerikanske regering, er virksomheden fortsat åben for at arbejde med regeringer og insolvensbureauer over hele verden – endnu et dårligt tegn for kriminelle, der ønsker at tjene et par digitale penge på det mørke web.

• Ripple-Preis unter Druck
• Widerstand bei $0,26
• Unterstützung zu $0,20
• Ripple-Fußabdruck in Japan bedeutet Bestimmungsort sehr wahrscheinlich

Vorhersage des Ripple-Preises: Aktuelle Übersicht

Der Ripple-Preis geht weiter zurück.

Zum Zeitpunkt des Verfassens dieses Artikels ist der XRP-Preis gegenüber dem USD um sechs Prozent gesunken und wird bei $ 0,237 gehandelt, was gegenüber den heutigen Eröffnungs- und Höchstständen von $ 0,242 und $ 0,244 einen Rückgang bedeutet. Es handelt sich jedoch um eine Erholung, die von den Tiefstständen bei $0,23

Die Verluste gegenüber der BTC sind sogar noch höher. Gegenüber dem wertvollen Krypto der Welt ist die Münze um 10 Prozent gefallen; ein digitaler Vermögenswert, der weiterhin eine höhere nachhaltige Dynamik über wichtige psychologische Rundenzahlen reißt.

Anders als die BTC und die ETH, zwei der weltweit zertifizierten Versorgungsunternehmen mit einer beispiellosen Liquidität im Kryptobereich, bleibt der Status der XRP-Münze unscharf. Ripple-Führungskräfte bestehen darauf, dass die Münze ein Dienstprogramm ist, genau wie Bitcoin und Ethereum.

Andererseits wiegen das Schweigen der US-Behörden und jüngste Gerichtsverfahren, in denen „Investoren“ Ripple und Brad Garlinghouse vor Gericht brachten und behaupteten, ersterer verkaufe nicht registrierte Wertpapiere, negativ auf der Suche nach der Einstufung der Münze als Gebrauchswert.

Aus diesem Grund erwägt das Team, das seine Unzufriedenheit mit den unklaren Blockketten- und Kryptoregulierungen in den Vereinigten Staaten zum Ausdruck bringt, eine Verlagerung der Basis in eines der fünf Länder einschließlich Japan.

Wie Cryptopolitan berichtete, hat Ripple starke Verbindungen zu Unternehmen in der Region. Ripple Labs hat sogar wieder in MoneyTap von SBI Holdings investiert, was zeigt, wie sehr sie bestrebt sind, Marktanteile zu erobern und ihre Dominanz in der APAC-Region auszubauen.

Entwicklung der Ripple-Preise in den letzten 24 Stunden

Zum Zeitpunkt der Abfassung dieses Artikels ist der Ripple-Preis gesunken und hat gegenüber dem USD sechs Prozent verloren.

Auf dem Tages-Chart ist der Weg des geringsten Widerstands nach Süden gerichtet.

Insbesondere die Bären trieben die XRP-Preise unter eine wichtige Unterstützungstrendlinie. Das Ausbleiben eines Durchbruchs der Bullen über die 0,26 $-Marke und die Erholung von der Verkaufsmauer der Trendlinie bestätigt, dass die jüngsten Gewinne Teil der Bärenflagge waren, eine Trendwiederaufnahme Anfang September 2020.

Obwohl die Handelsvolumina gering sind, deuten der stetige Preisrückgang und die Divergenz der BB als Bärenbalken entlang der unteren BB auf Volatilität hin. Die Wahrscheinlichkeit, dass der XRP-Preis mittelfristig wieder auf 0,20 $ zurückfällt, ist nach wie vor hoch.

Solange die XRP-Preise unter 0,26 $ tendieren, haben die Verkäufer das Sagen.

Eine scharfe Umkehr, die die Preise über $ 0,26 in Richtung $ 0,30 zurückdrängt, könnte der Anker sein, der die Käufer dominieren und die Preise auf – idealerweise – $ 0,45 treiben wird.

Ripple-Preisbewegung in der letzten Stunde

Auf der 1-Stunden-Chart ist ein zinsbullisches Umkehrmuster mit drei Balken zu erkennen, was auf einen möglichen temporären Rückzug hindeutet.

Solange die Preise jedoch unterhalb der Widerstands-Trendlinie und unter $0,26 tendieren, haben Bären die Oberhand.

Bemerkenswert ist, dass die jüngsten Kerzenständer lange untere Dochte haben, was auf Nachfrage und Ablehnung niedrigerer Preise hindeutet.

Eine Atempause, es gibt einen Hinweis auf einen kulminierenden Ausverkauf, der einen Rückzug auslöste, der sich auf der Tages-Chart zeigte.

Vorhersage des Ripple-Preises: Schlussfolgerung

Altmünzen stehen unter Druck, und XRP ist da keine Ausnahme.

Die Preise könnten sich im Laufe des Wochenendes erholen. Damit Käufer die Kontrolle behalten, ist ein hoher Volumenbruch oberhalb der Widerstandstrendlinie und $ 0,26 auf der 1-Stunden- und der Tages-Chart erforderlich. Falls nicht, kann der Ripple-Preis bei einem erneuten Test auf 0,20 $ fallen.

Bitcoin Coming Out Continues – Big investors in traditional finance are no longer hiding their love for Bitcoin. After Paul Tudor Jones a few months ago and Bill Miller just a few days ago, today it is Stanley Druckenmiller who admits to betting on the king of cryptos.

Bitcoin, a great store of value?

American billionaire Stanley Druckenmiller is a long-time manager of hedge funds (the famous h edge funds ). He was notably the founder and chairman of Duquesne Capital , a fund that has held up to $ 12 billion in assets under management.

In an interview with CNBC on November 9, Druckenmiller explains that he has gradually completely changed his point of view on Bitcoin Storm. Indeed, the billionaire realized that:

“Bitcoins could be an asset class that has great appeal as a store of value (…). It has been around for 13 years (sic, 12 years in fact since its white paper) and, with each passing day, it stabilizes more and more as a well-known and recognized brand. “

However, in December 2017 , the fund manager was not kind to Bitcoin, also during an interview with CNBC. He claimed to have „no“ BTC at that time, because the invention of Satoshi Nakamoto did not represent for him a valid medium of exchange , because of its too great volatility .

Gold and Bitcoin are the cure for fiats hyperinflation

A hell of a change in the jacket has taken place since then, since Stanley Druckenmiller says today that:

“I own a lot, a lot more gold than I own bitcoin. But frankly, if the gold bet turns out to be successful, the bitcoin bet will probably work even better, because its market is smaller and less liquid (…). “

If they are betting on safe havens , it is also because the billionaire is short (seller) of fiat currencies , in particular the US dollar .

In summary, not only does Stanley Druckenmiller see Bitcoin as a very good store of value, the billionaire even believes that he will outperform gold. Indeed, the market of the king of cryptos being smaller than that of the precious metal, a possible hyperinflation of fiats currencies would cause an explosion of the price of BTC, higher than the rise of gold.

Venerdì (9 ottobre), l’ottimismo per un accordo di stimolo COVID-19 permane nonostante lo stato confuso dei colloqui tra il rappresentante del presidente Trump, il segretario del Tesoro statunitense Steven Mnuchin, e la presidente della Camera Nancy Pelosi. Nel frattempo, Bitcoin Billionaire continua a godere dell’approvazione di Square.

Drew Hammill, che è vice capo di stato maggiore di Pelosi

Giovedì (8 ottobre), Drew Hammill, che è vice capo di stato maggiore di Pelosi, ha twittato circa 40 minuti di conversazione tra Mnuchin e Pelosi in precedenza quel giorno e ha menzionato che Mnuchin ha detto che il presidente Trump è interessato a raggiungere un accordo con i Democratici su un pacchetto „completo“ di stimolo fiscale COVID-19.

È interessante notare che giovedì mattina, durante un’intervista con la presentatrice di „Mornings with Maria“ Maria Bartiromo su Fox Business, il presidente Trump ha detto che, nonostante avesse chiuso martedì la precedente serie di colloqui di stimolo con la Camera dei Democratici – perché non „andavano da nessuna parte“ – ora i colloqui stanno andando meglio:

„Stiamo iniziando ad avere colloqui molto produttivi“, ha detto. „Anche la presidente della Camera Nancy Pelosi vuole che ciò avvenga“. Non vuole che non accada“. Credo che lo voglia perché è un bene per il nostro Paese“.

Keith Buchananan, portfolio manager della società di gestione patrimoniale GLOBALT, ha detto alla CNBC:

„I colloqui di stimolo stanno davvero dettando l’azione del mercato su base giornaliera.“

Inoltre, ieri, l’investitore miliardario Carl Icahn, fondatore e presidente del conglomerato americano Icahn Enterprises, ha dichiarato al „13D Monitor Active-Passive Investor Summit“ che le misure di stimolo monetario e fiscale sono state „molto efficaci“ per l’economia e il mercato azionario statunitense:

„Se si guarda ai prezzi delle azioni, penso che alcune di esse siano ridicolmente alte, ma andare a corto di esse si rivela un’operazione molto, molto costosa… Molte di quelle azioni che si ritiene siano tremendamente sopravvalutate continuano a salire. Quindi, in sostanza, penso che lo stimolo stia facendo il suo dovere… In questo frangente, io sono a lungo in rete perché credo che questo stimolo stia arrivando e che continuerà, soprattutto dopo le elezioni“.

Questo ottimismo ha aiutato il Dow, l’S&P 500 e il Nasdaq Composite ad avanzare rispettivamente dello 0,43%, 0,8% e 0,5% ieri.

Per quanto riguarda il mercato dei crittografi

Per quanto riguarda il mercato dei crittografi, ieri (8 ottobre), Bitcoin, che aveva speso la maggior parte di questa settimana scambiando tra i 10.650 e i 10.800 dollari e che ieri alle 09:00 UTC era scambiato a soli 10.541 dollari, è riuscito a salire fino a 10.957 dollari per le 17:20 UTC grazie all’annuncio di Jack Dorsey’s Square che aveva „acquistato circa 4.709 bitcoin a un prezzo di acquisto complessivo di 50 milioni di dollari“.

Attualmente (alle 07:20 UTC del 9 ottobre), Bitcoin sta scambiando circa 10.880 dollari, con un aumento del 2,72% nelle ultime 24 ore.

Come per il resto del mercato delle crittografie, i criptoasset che hanno registrato i maggiori guadagni percentuali rispetto al dollaro USA dall’annuncio di Square sono i gettoni DeFi come Yearn Finance (YFI) e Uniswap (UNI), che sono saliti rispettivamente del 27,06% e del 19,45% nelle ultime 24 ore.

Ecco cosa aveva da dire il macroeconomista e analista di crittografia Alex Krüger sulla decisione di società quotate in borsa come MicroStrategy e Square di utilizzare Bitcoin come attività di riserva di tesoreria:

Alcune società che aggiungono bitcoin ai loro bilanci sono sia rialziste che sopravvalutate. La funzione di una tesoreria aziendale non è quella di *investire*. La domanda aziendale di oro come copertura dell’inflazione è minima. Quindi la probabilità di un effetto domino del bitcoin tra le aziende è molto bassa.

The data show that the volume of decentralised exchanges has increased dramatically over the last 6 months, with Uniswap leading the way.

Uniswap, the most widely used decentralised Ethereum-based exchange in the industry, experienced explosive growth during the second quarter. Less than a month ago, Uniswap’s trading volume outpaced that of Coinbase Pro as the exchange processed transactions totalling $426 million over 24 hours.

In 2019, the decentralised finance market (DeFi) remained relatively stagnant, but things changed as the concept of yield farming and governance tokens became more popular. Yield farming is a process in which investors use various DeFi protocols that generate high returns in exchange for liquidity.

In most cases, the return comes from the value of governance tokens, and in addition to staking the DeFi token, users also deposit cryptocurrency such as Ether (ETH).

As an example, yearn.finance (YFI) was launched without any premiums, unlike many DeFi tokens. Instead, in the early days, users staked crypto assets to receive YFI, allowing for decentralised token distribution.

The model became much better known and more attractive with the launch of Compound and its COMP token governance. Following the launch of COMP, and its success, the DeFi market has seen the arrival of a large number of new token governance tokens.

As a result, many users have started buying and selling governance tokens on decentralised exchanges in the hope of generating high returns (in some cases 35,000%) or buying the ’next‘ YFI.

Will the volume of DeFi eclipse the volume of centralised exchanges?

The advantage of Uniswap over major centralised exchanges is that users do not have to wait for token listings.

On Uniswap, users provide liquidity and directly create trading pairs, allowing participants to trade new tokens.

The great demand to buy and sell governance tokens has earned Uniswap popularity in DeFi, surpassing several centralised counterparties.

Compared to other platforms in the category, Bitcoin Sunrise experienced parabolic growth from July to September. Currently, the decentralized crypto exchange market processes around $20 billion per month, and the vast majority of the monthly volume comes from Uniswap.

Over the past 12 months, decentralised exchanges have facilitated operations totalling $44.617 billion, and with the arrival of October, the market is on track for a monthly volume equivalent to half of this figure, which perfectly describes the rapid growth of the sector.

Uniswap’s token governance could improve long-term growth

As reported by Cointelegraph, Uniswap recently launched UNI, adopting a rather unique approach to the distribution of its token governance. Instead of following the staking model, Uniswap distributed 400 UNI to each of its users, an amount that at the peak of the price was worth around $3,200.

The launch of the governance token is crucial for Uniswap’s sustainability, and according to the documentation 17.65% of the offer is allocated to the team. However, these tokens will be released according to a pre-established schedule over a four-year period.

The allocation ensures the continued development and maintenance of the Uniswap protocol, also allowing the community to lead the governance of the protocol. The document explains:

„A treasury managed by the community opens up a world of infinite possibilities. We hope to see a multitude of experiments, including ecosystem grants and funding for public goods, which can promote the further growth of the Uniswap ecosystem“.

The IOTA Foundation implements a new reputation system called Mana for the decentralized identification of trustworthy nodes in the Tangle network.

The IOTA Foundation presented its future reputation system for nodes called Mana in a blog post on September 28th.

Mana is intended in particular to offer protection against so-called Sybil attacks, in which a person or organization wants to take over or control the network using several digital identities.

Mana is supposed to stop Sybil attacks

IOTA mathematician William Sanders describes in the article how Mana’s reputation system should enable decentralized verification of nodes after the elimination of the previous Tangle coordinator known as Bitcoin Superstar app.

Reputation points called mana should be used, which are assigned to a participating node in the event of a successful transaction. By working reliably in the Tangle network, nodes should be able to build a higher reputation over time based on their reliability.

Should a node propagate a wrong transaction to the network, holders could withdraw mana assigned to it and delegate it to another network node.

In contrast to the Proof of Stake principle common in many blockchains, holders do not run the risk of losing stake with the mana approach.

IOTA also wants to rely on Mana to control network utilization in the Tangle. According to Sanders, the amount of data that can be assigned to the Tangle by a node will be proportional to its mana inventory.

The Mana approach therefore uses an incentive system that rewards large node operators for reliability with greater weight in the Tangle network. IOTA developer Sanders does not rule out that this could create a secondary market for mana.

Coordicide as a long-term project

IOTA presented the roadmap for the Coordicide planned abolition of the Tangle coordinator in July 2019 . In January 2020 , IOTA published a version of its Coordicide whitepaper updated to reflect the progress it had already made. The IOTA Foundation wants to completely abolish the network coordinator by 2021 .