Ukusukela mhla ziyi-16 kuNhlolanja, 2026, imakethe yempahla yedijithali isilungele ukubhekana nesimo esinzima esimaphakathi nendawo emaphakathi kwezimpambano ezinkulu ze-macroeconomy, kanti i-Bitcoin iseduze nomkhawulo we-$76,000–$76,500.
Emahoreni angu-48 adlule alethe ukushaywa okusheshayo okubili kokushintshashintsha. Ekuqaleni kwaleli sonto, izinkinga zomthetho zashaywa kanzima lapho i-US Senate yehluleka khona ngokuncane ukuthuthukisa i-CLARITY Act ngesivoti sokuvala (cloture) esingu-50–49, okwenza ngokufanele kusehliswe kulo nyaka umthetho ophelele ohlongozayo wesakhiwo semakethe yama-crypto. Leso simo sokulawula savusa ngokushesha igagasi lokudayiswa okuphoqelelwe (liquidations), sakhulula ngaphezu kuka-$600 million ezikhundleni ezibolekiwe, futhi saphushisa i-Bitcoin yehlele ekuphakameni okuphansi okungaphakathi kwamasonto kaSepthemba eduze kuka-$75,000 ngaphambi kokuba abathengi bangene ukusungula umgoqo wokuzivikela.
Namuhla, konke ukunakwa kugxile eWashington njengoba i-Federal Open Market Committee (FOMC) iphetha umhlangano wayo wangoSepthemba obalulekile. Izimakethe zezezimali sezifake kahle kakhulu ukuthi kuzokwenziwa ukukhuphuka kwamaphuzu angu-25 (basis points) - okuzokhuphula ibanga le-federal funds target liye ku-3.75%–4.00% - okubonisa ukukhushulwa kokuqala kwezinga lenkamba (central bank) kusukela ngo-2023. Ngokuholwa yizingcindezi ezihlala njalo zokwehla kwamandla emali (inflation) kanye nokushaqeka kwamanani kawoyela okuhambisana nokwanda kwamandla okuphakelwa okuvela ezingxabanweni eMiddle East, abathengisi abagxili kakhulu ekukhuphukeni uqobo, kodwa sebekhathazeke kakhulu ngokuzokwenzeka enhlanganweni yomcwaningi u-Kevin Warsh, kanye nokubuyekezwa okubizwa ngokuthi “dot plot”.
Njengoba izinzuzo ze-US 10-year Treasury zihamba eduze kwamazinga aphezulu eminyaka eminingi futhi ukuncipha kokuhlinzeka ngemali (macro liquidity tightening) kuyaqinisa, imakethe iseduze nomugqa obucayi. Ukugcina ibhande lokusekela lobuchwepheshe lika-$75,000–$76,000 kubalulekile ukuze kugcinwe ukuthambeka okuhle kwesakhiwo (broader structural uptrend), kanti ukuthambekela okuhambisana nokungethuki (dovish tilt) noma isiqinisekiso esikhathini senqubomgomo kunganikeza umfutho odingekayo ukuze kuphinde kuhlaselwe ukumelana okusezingeni eliphezulu (overhead resistance).
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