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La última encuesta de gestores de fondos de Bank of America muestra que aproximadamente tres de cada cuatro inversores profesionales piensan que el bitcoin es una burbuja.

Los gestores de fondos también calificaron al bitcoin como el segundo en la lista de las operaciones más concurridas. Recientemente, el banco de inversión JPMorgan también advirtió que la criptomoneda como sector está en una burbuja.

La encuesta de Bank of America muestra que la mayoría de los gestores de fondos piensan que el Bitcoin es una burbuja

La encuesta de gestores de fondos de Bank of America correspondiente al mes de abril muestra que la mayoría de los gestores de fondos consideran que el bitcoin es una burbuja. La encuesta pregunta a 200 gestores de fondos con 533.000 millones de dólares en activos gestionados.

A la pregunta de si el bitcoin es una burbuja, el 74% de los inversores respondió „sí“. Sólo el 16% dijo „no“ a la pregunta y el 10% dijo no saber o no querer responder a la pregunta. En comparación, sólo el 7% de los inversores piensa que el mercado de renta variable estadounidense está en una burbuja. La mayoría de los encuestados piensa que el mercado de renta variable está en „una fase alcista tardía“.

Los gestores de fondos que respondieron a la encuesta también calificaron al bitcoin como el segundo en la lista de operaciones más concurridas, con un 27% que dijo que el BTC era la operación más concurrida. Las acciones tecnológicas ocupan el primer lugar, con algo más de tres de cada diez encuestados que citan la tecnología como la operación más concurrida.

El bitcoin tendrá un rendimiento superior en 2021

No obstante, alrededor del 10% de los gestores de fondos siguen creyendo que el bitcoin tendrá un rendimiento superior en 2021.

Bank of America lleva meses diciendo que el bitcoin está en una burbuja. A principios de este año, Michael Hartnett, estratega jefe de inversiones de Bank of America Securities, dijo que el bitcoin parece „la madre de todas las burbujas.

“ En marzo, el estratega del banco dijo que la única buena razón para mantener BTC es „la pura apreciación del precio“.

Recientemente, el banco de inversión JPMorgan también nombró a la criptomoneda como uno de los sectores que cree que está en una burbuja. A pesar de esta opinión, la firma ha predicho que el precio del bitcoin podría alcanzar los 130.000 dólares a largo plazo.

Not afraid to take up the DeFi – While Bitcoin stagnates, the tokens of decentralized finance take the opportunity to emancipate themselves and take off. Little by little, historic digital currencies are giving way in the top 10 crypto capitalizations to tokens linked to the DeFi ecosystem.

AAVE exceeds its ATH, the rest of DeFi follows closely

The price of AAVE has appreciated by more than 225% since January 1. This great surge allowed it to surpass its highest level and make its way into the top 20 by capitalization of crypto-assets.

The current bullish phase is driven by the widespread craze for Crypto Code app and the excellent fundamentals of the project. AAVE’s flash loans service exploded barely a year after its launch. The project totals $ 1.7 billion loaned in 2020 .

The project, its loans, and the returns it generates are in high demand, as you can see below with the graph of the total value tied up in the project that keeps growing. Likewise, the AAVE token trading volume has increased fivefold over the past twelve months, reaching nearly $ 1 billion.

The price of Polkadot and Uniswap tokens also appreciated strongly during the month of January. So much so that the DOT is placed fourth in the ranking of crypto-assets by capitalization . Thus exceeding the capitalization of historical digital currencies such as Litecoin or Bitcoin Cash .

DeFi and decentralized exchanges, towards total financial emancipation?

Just a year ago, decentralized exchanges – or DEX – had extremely low volumes . Several projects resulting from the wave of ICOs of 2017-2018 intended to create a DEX, but did not meet the expected success.

However, since this summer the volumes of new DEX have been steadily increasing . While January is not yet over, the volume on DEX is breaking records. For the moment, 40 billion dollars have circulated through the various exchanges.

The company is diversifying into Bitcoin, making its purchase one of the largest by a public company.

Marathon Patent Group, a publicly traded company listed on Nasdaq, purchased 4,812 bitcoins for a total of $150 million, approximately $820 million in the conversion. The company purchased the digital currency through New York Digital Investment Group (NYDIG) at an average price of $31,168 per Bitcoin.

„By buying $150 million in Bitcoin, we have accelerated the process of transforming Marathon into what we believe is the de facto investment choice for individuals and institutions seeking exposure to this new asset class,“ said Merrick Okamoto, president of Marathon and CEO.

The company’s chairman said he believed that maintaining part of its Treasury reserves at Bitcoin would be a better long-term strategy than maintaining US dollars.

„We believe that keeping part of our Treasury reserves in Bitcoin will be a better long-term strategy than keeping U.S. dollars, similar to other forward-thinking companies like MicroStrategy.

By leveraging our available money to invest in Bitcoin now, we turn our potential to be a pure investment into a reality. ”

Despite the name, Marathon is a Bitcoin mining company, they raised about $250 million recently to buy mining equipment, but currently there is a shortage of chips due to lockdowns, so delays are expected.

Instead of waiting with cash, the company is diversifying into Bitcoin, making its purchase one of the largest by a public company.

Marathon has purchased some 103,060 pieces of equipment, all of which are expected to be delivered and deployed by the end of the first quarter of 2022. According to the company, if all the equipment were in operation, based on the current Bitcoin network difficulty rate, it would produce 50 Bitcoins every day.

The mining industry is now going through what the company called the „arms race“ for new platforms. More mining machines means more mining power, which means more Bitcoins, and Marathon is racing to achieve it.

The company will not reach its target mining capacity any time soon. In the meantime, it is using its money „to invest in Bitcoin now,“ the company’s CEO told Coindesk.

Im Gegensatz zur Hausse von 2017, die von Kleinanlegern vorangetrieben wurde, wird die aktuelle Hausse institutionellen Akteuren zugeschrieben, die sich in der Anlageklasse engagieren.

Diese Behauptung wird durch Berichte über große multinationale Unternehmen gestützt, die sich dem Krypto-Raum anschließen, in der Hoffnung, sich vor der aktuellen wirtschaftlichen Kernschmelze zu retten, die durch die Pandemie des Coronavirus (COVID-19) verursacht wurde.

Aktuelle On-Chain-Daten von Glassnode zeigen, dass die Anzahl der Adressen, die mindestens 1.000 BTC halten, seit dem letzten Jahr gestiegen ist.

Laut den Daten, die von Arcane Research geteilt wurden, sind die Adressen, die mehr als 1.000 BTC (36,9 Mio. $ ) halten, zwischen Dezember 2020 und dem 18. Januar 2021 um 7,2 % gestiegen.

Damit wurde der Rekord aus dem letzten Jahr übertroffen, in dem es von Januar 2020 bis Dezember 2020 nur einen Anstieg von 6,7 % gab.

Basierend auf den Daten gibt es derzeit mehr als 2.000 Adressen, die mindestens 1.000 BTC halten, wobei die Menge in den kommenden Monaten noch steigen dürfte.

Da BTC als Absicherung gegen die Inflation gilt, besteht die Wahrscheinlichkeit, dass mehr institutionelle Investoren in die Branche strömen werden.

Interessanterweise befindet sich die Mehrheit dieser Adressen aufgrund der kontinuierlichen Rallye von BTC seit dem letzten Jahr im Gewinn.

Obwohl die Daten nicht implizieren, dass jede Adresse im Besitz von individuell, eine Adresse kann Fonds enthalten, die von vielen Menschen, wie Krypto-Börsen.

Es zeigt jedoch, dass Menschen Bitcoin in großen Mengen akkumulieren und könnte dazu beitragen, die kontinuierliche Rallye des Assets aufrechtzuerhalten.
Institutionelles Interesse

Bitcoin wurde gegen Ende des letzten Jahres zu einem heißen Thema in der Finanzbranche, als MicroStrategy Interesse an dem Vermögenswert bekundete und darüber hinaus ein großes BTC-Volumen als Teil seiner Reserve kaufte.

Die Entscheidung erwies sich als Segen für das börsennotierte Business-Intelligence- und Software-Unternehmen, da BTC seither weiter ansteigt.

In ähnlicher Weise hat Grayscale, ein in den USA ansässiger digitaler Vermögensverwalter, der institutionelle Spieler auf Kryptowährungen aufmerksam macht, in diesem Zeitraum ebenfalls erhebliche BTC-Investitionen getätigt. Wie berichtet, Grayscale kaufte 12,319 BTC in nur 24 Stunden, ein Kunststück, das viele Krypto-Enthusiasten in Ehrfurcht gelassen.

Know the best hardware for crypto mining, as well as the problems of shortage of them in the face of growing demand.

Digital mining was one of the most profitable and secure businesses during 2020. The crisis caused by the COVID-19 pandemic negatively impacted all sectors of the economy, except for digital coin mining. Learn about the best crypto mining hardware for 2021.

To mine crypto coins in a profitable way next year, it is necessary to be equipped with the best machines. But there is a big problem and that is that the expansion of the business in the world, has caused that the demand exceeds the offer, creating a scarcity gap of machines and graphic cards.

Big players like Marathon, Riot Blockchain or Core Scientific, are monopolizing the lots of the main ASIC manufacturers. On the other hand, second-hand equipment is rising rapidly in the middle of the shortage and the increase in price of Bitcoin.

The most powerful crypto mining hardware

Considering the high price of Bitcoin, there are a lot of very profitable crypto mining hardware options. In fact, many of the ASICs that were considered obsolete after May’s Halving came back to life again. The most peculiar case is the emblematic S9 of Bitmain.

This variety of equipment, added to the high price of Bitcoin Era, allows the lack of new models, not to feel so strong. At the same time, there is a third company (Canaan) that brought to the market a very competitive machine that could be a good option.

Thus, the best machines for 2021, are the series S19 of Bitmain, the M30S of MicroBT and the Avalon Miner 1246 of Canaan Creative. The first two can reach and even exceed 100 TH/s. As for the third one, it works with a little less computing power (about 90 TH/s maximum), however, its price is cheaper than its rivals.

The problem with this equipment, as already mentioned, is the lack of access by the miners. In this regard, Nathaniel Justin Yu, an official of Bitmain, confirmed to news portals that there is a great demand for the S19 series. In addition, he said that all the machines that will produce until July 2021 have been sold.

A similar situation occurs with the crypto mining hardware manufactured by MicroBT. These are among the main demands of the large companies that are dedicated to mining, such as the North American companies mentioned above.

History repeats itself with graphics cards

The situation related to the shortage of equipment, is repeated for the miners of other cryptosystems. GPU cards are needed for mining a number of coins with different algorithms than the Sha-256 used to mine Bitcoin. These include Ethereum Classic, Monero, Zcash, Bitcoin Gold, Raven Coin, and many others.

Access to the cards of the main manufacturers of these cards, Nvidia and AMD, is extremely difficult. Of course, the new series are quickly monopolized by the more powerful miners or merchants who resell them at much higher prices.

For example, the most used cards for the mining of these crypto currencies, are the GeForce RTX 2080 from NVIDIA and the Radeon RX580 from AMD. These, being the most used, have a higher price due to a stagnant supply and an increasing demand.

But there are other newer models from both manufacturers. It is feared that these crypto mining hardware will not be available to everyone, even in the medium term.

A promising 2021 for business

As you can see, the constant turns of the economy during the year 2020, guaranteed a good development of the digital mining business. The year 2021 will start with a much higher interest, while the price of Bitcoin and other currencies becomes an even greater driver.

It is also important to highlight that the miners are already at a much higher stage of maturity than in previous times. Now, they’re not afraid of price corrections and tend to be more thrifty, which guarantees a high price, especially for Bitcoin.

Data to take into consideration

• By 2021 the best ASICs for crypto mining will not be available for sale until July.
• Similar situation occurs with GPU cards. In this market, the supply is largely overwhelmed by demand.
• The second hand market is flourishing, but with increasing prices.
• The year 2021 is shaping up to be a very competitive year among miners. This rivalry is accentuated by the extension of Bitcoin’s bull run.

Grandes investidores continuam a acumular BTCs, como evidenciado pelo último relatório da empresa de gerenciamento de ativos digitais Grayscale.

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Na última sexta-feira, este gigante publicou dados, dos quais se conclui que o montante total de recursos na criptomoeda sob seu controle atingiu US $ 16,3 bilhões.

O analista Kevin Rook twittou que Bitcoin Bank continuou a comprar bitcoins mesmo em meio à recente consolidação do mercado de criptografia.

Ele observou que o bitcoin trust da empresa adquiriu 12.319 moedas em apenas um dia. Isso é mais do que em toda a semana passada, quando a escala de cinza investiu na aquisição de 11.512 BTC.

Tendendo:

Estrategista da Miller Tabak espera que BTC caia 25-30% em 2021

A ativação de grandes investidores indica que eles estão preparados para um crescimento de longo prazo no valor da maior moeda digital. No momento, os fundos Bitcoin e Ethereum Grayscale acumularam ativos digitais de $ 14,075 bilhões e $ 1,808 bilhão, respectivamente.

Recentemente, soube-se que a empresa se prepara para suspender a aceitação de fundos em diversos fundos de criptomoeda. No entanto, a maioria dos observadores está confiante de que esta será uma medida temporária.

Anteriormente, o analista da TradeBlock John Todaro afirmou que a maioria dos investidores institucionais compram bitcoins em plataformas OTC. Assim, eles entram no mercado de criptografia para não exacerbar sua volatilidade.

Covid-19, bête noire of the established order – Due to the current crisis so overwhelming, some of the oldest critics of Bitcoin, in particular Nouriel Roubini (Dr. Doom), have come (occasionally) to recognize the digital currency queen as a real store of value . The winds of change seem to be here, for others too.

Corona, accelerator of change

It has been a few years since we started a generalized transition to digital. The Covid-19 will have done the right thing to force us to carry out, in a few months, major transformations that would have taken years in normal times.

Among these transformations, 2 are strongly in favor of Bitcoin and digital currencies in general: the considerable increase in online transactions and the unreasonable production of fiat currencies .

The banknote that overflows the safe

Let us quickly come back to the concept of helicoper money , which is the fact of printing as many currencies as possible , then lending it at the lowest possible rate to companies, so that they can meet their obligations.

The result of this monetary policy? Over 23% of dollars printed since the advent of the currency were produced in 2020 . Faced with this proliferation of greenbacks, a question arises: what is the value of this constantly growing money supply?

This question, initially reserved for the most fervent detractors of sovereign currencies, has now made its way to Wall Street where confidence in the dollar is gradually decreasing .

The rise of online transactions

Due to social distancing , there has been a marked increase in online transactions , whether for purchases or movements of money. The last refractories, still placing their transfer orders on paper, had to go digital in the face of the closure of bank counters and a large part of the population has resorted to e-commerce.

In this new all-digital paradigm, surveillance is increased . In fact, the more we use online services, the more data we generate to analyze our behavior . Bitcoin could therefore be an alternative to circumvent this generalized surveillance.