Il- isoko le-crypto likhuphukile +0.52% lifinyelela ku-$2.62T emahoreni angu-24, ikakhulukazi liqhutshwa yisibopho esiqinile sabahloli (institutional) esihambisana nezimpawu ezisekelayo zezomnotho nezokulawulwa. Kubonisa ukuxhumana okuqinile (94%) neGolide phakathi neviki eledlule, okukhombisa ukuma okufanayo kokuzivikela ekwehleni kwamandla emali (inflation-hedge).
Isizathu esiyinhloko: Izincomo ezisezingeni eliphezulu kwezomnotho, ikakhulukazi ezivela ku-Ray Dalio, ziqinise ukuheha kwe-Bitcoin njengendlela yokuzivikela ezinkingeni zesikweletu sase-U.S., okwandise ukuzethemba kwababambiqhaza bezikhungo.
Izizathu zesibili: Ukuqhubeka kokungena kwemali kuma-ETF kanye nokushintsha kwesimo sengozi (risk-on) kungena kuma-altcoins anebeta ephezulu namathokheni e-DeFi kwandise inzuzo encane esayithini lonke.
Umbono wesikhathi esiseduze: Ukubheka kwesikhashana emakethe kuncike kudatha yokwehla kwamandla emali ka-Julayi (July PCE) kanye nezimpawu ze-Fed ezivela e-Jackson Hole; ukuhlala ngaphezulu kokwesekwa okungu-$2.53T (23.6% Fibonacci) kubalulekile.
Umbono Wemakethe: Kuya ngokucophelela Ukuba Bullish
Inhlanganisela yokuzivikela kwezomnotho okubangelwa isikweletu nokungena okuzinzile kwemali ezikhungweni kudala indawo esekelayo, nakuba ama-technical asevele ethengiwe ngokweqile (RSI-14 at 87) ekhombisa ukuthi ukuhlanganisa/ikhefu esikhathini esiseduze kungenzeka. Umbuzo oyinhloko kuleli sonto ukuthi ukungena kwemali kuma-ETF kungakwazi yini ukudlula umoya ongemuhle ongase ube khona ekushintsheni kwe-Fed kube ngokuqina (hawkish pivot), kuthi ibanga lika-$2.53T–$2.64T lichaze ukunyakaza okukhulu okulandelayo.
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