Kasuwar crypto ta sake tsunduma masu zuba jari cikin fargaba da tunani, bayan da babban tsabar crypto na duniya, wato Bitcoin (BTC), ya fuskanci gagarumar faduwa da kusan 30% daga kololuwar farashinsa na kwanan nan. Ga waΙanda basu jima a harkar ba, wannan babban abun tsoro ne; amma ga tsofaffin kwanuka, hakan na nufin wata dama ta musamman.
A cikin wannan rahoton, za mu fuskanci ainihin dalilan da suka haddasa wannan faduwar, da kuma hujjojin kwararru da ke nuna cewa farashin Bitcoin na shirin yin babban juyayi (reverse) mai karfi kafin karshen wannan shekara.
Dalilai 3 Da Suka Janyo Faduwar Bitcoin
1. Sauya Akalar Masu Zuba Jari Zuwa Bangaren AI (Artificial Intelligence)
Babban dalilin da ya rage wa Bitcoin karfi a 'yan watannin nan shi ne yadda manyan kamfanoni da daidaikun mutane suka karkata akalar kudadensu zuwa hannun jarin kamfanonin fasahar zamani na AI da na kera na'urori (semiconductors). Kamfanoni irinsu Nvidia da sauran manyan kasuwannin hannun jari na Amurka sun karkatar da biliyoyin daloli wadanda da can a kasuwar crypto suke yawo.
2. Ja Baya Daga Hukumar ETF
Bayan samun gagarumar nasara da daukaka da asusun ETF na Bitcoin suka fuskanta, a halin yanzu an samu janyewar jiki inda aka fuskanci fitar kudade (outflows) na biliyoyin daloli daga wadannan asusun. Rashin shigowar sabbin kudade daga manyan hukumomin kudi ya sanya farashin a mawuyacin hali.
3. Rikice-Rikicen Siyasa (Geopolitics) da Inters Rate
Rikicin dake faruwa a gabas ta tsakiya, musamman takaddamar Amurka da Iran, ya tsorata masu zuba jari na duniya. Lokacin da ake fargabar yaki, yawancin mutane sun gwammace su rike tsabar kudi ko su mayar da kuΙin su zuwa Gold. Bugu da kari, fargabar cewa babban bankin Amurka (Federal Reserve) zai iya kara kudin ruwa maimakon ragewa, ta kara sanyaya gwiwar investors a kasuwar crypto.
Me Zai Faru da Bitcoin Zuwa Karshen Shekara?
Duk da wannan jan layi da aka gani, masana da manazarta na manyan hukumomin kudi irinsu Bernstein sun bayyana cewa wannan faduwar ba ta nufin karshen Bitcoin. Wasu dalilan da yasa ake sa ran babban juyayi (bullish reversal) na tafe:
Canjin Fasalin Kasuwa (Maturation of Market Structure):
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A da, idan Bitcoin zai fadi, yakan fadi da kashi 70% zuwa 90%. Amma a wannan karon, faduwar ba ta wuce kashi 30% zuwa 40% ba. Wannan na nuna cewa kasuwar ta fara nuna wani level na maturity. Shigowar manyan kamfanoni masu sayen Bitcoin don adana darajar kudadensu (corporate treasuries) da kuma asusun fansho na kasashen waje na zama babban kariya (support) ga farashin.
Hasashen Masana na $150,000 Yana Nan Daram:
Hukumar bincike ta Bernstein ta jaddada cewa har yanzu manufarsu ta ganin Bitcoin ya taba $150,000 kafin karshen shekara tana nan daram. Rahoton ya nuna cewa da zarar kudaden da aka karkata zuwa AI sun daidaita, masu zuba jari za su dawo ga Bitcoin domin neman kariya daga hauhawar farashin kaya (inflation diversification).
"Support" Mai Karfi:
A binciken kimiyyar taswira (Technical Analysis), Bitcoin ya nuna tirjiya mai girma a yankin $60,000. Muddin farashin bai fadi kasa da wannan support ba, kowane lokaci masu saye (bulls) za su iya shigo wa da karfi su daukaka farashin zuwa $65,000, watakil har zuwa $90,000 kafin a karkare wannan shekarar.
Kasuwar Crypto tana tafiya ne a cikin matakai (cycles). Lokacin da kowa ke tsoro da sayarwa, shi ne mafi yawancin lokuta ke zama mafi kyawun lokacin bincike da shiri ga kwararrun 'yan kasuwa. Kar ka bari tsoron yau ya hanaka ganin nasarar gobe, amma ko da yaushe ka tabbata kana zuba jarin abun da za ka iya jure rashinsa.
Wane mataki kake shirin dauka a wannan gabar? Shin babban juyayin zai faru ne a watan Satumba ko sai Disamba? Ku sanya
mana ra'ayoyin ku a sashin kwament!
