#zkevm Ke hōʻike nei nā hōʻike mākeke he, ma ka mōʻaukala, no kēlā me kēia $2 biliona i komo mai ai nā USDT, ua piʻi ke kumukūʻai o Bitcoin e 4%.

Pese kei ua kīpehi hou ʻana o ke kumukūʻai o Bitcoin ma hope o ka nūhou hoʻopunipuni no ka ʻāpono ʻana o ka spot Bitcoin ETF, $BTC ke paʻa mau nei i ka hoʻohālikelike ʻana i ke koena o ka mākeke crypto. I ka manawa paʻi, ke piʻi nei ke kumukūʻai o ka BTC ma 1.9% e kālepa ana ma luna o $28,700.

Eia naʻe, he mea hiki nō paha ke piʻi hou aʻe ke kumukūʻai o Bitcoin no ka noʻonoʻo ʻana i ka nui o ka hōʻiliʻili USDT e nā ʻeke (wallet) nui o Tether.

Hōʻiliʻili ikaika USDT

Ngokwedatha esekelwe ku-on-chain evela kumhlinzeki wedatha u-Santiment, ama-wallet aphezulu ayi-10 e-Tether abamba inani eliphelele elingu-25% lenani eliphelele le-USDT elikhona. Ama-wallet amakhulu e-Tether ahlangabezane nokwanda okukhulu kokuthengwa (accumulation surges) ngesikhathi somsebenzi we-crypto izolo. Manje, ama-wallet amakhulu ayi-10 ngokubambisana asebambe ikota lonke le-USDT elikhona, kanti ivolumu yokuthengiselana kwe-stablecoin ehamba phambili ifinyelele phezulu okokuqala ezinyangeni ezimbili, kusho u-Santiment.

Ngaphezu kwalokho, i-Tether ibona ukukhuphuka komsebenzi ku-on-chain, okubonakala ngokwanda okuphakeme ezinyangeni ezintathu kuma-akhawunti asebenzayo. Lokhu kuqhutshwa ikakhulukazi ngokwanda kokufakwa (deposits) kuma-exchange ahlukahlukene. Ngasikhathi sinye, ama-bitcoin whales awo futhi aqongelela amanani amakhulu.

Ukuqoqwa kwe-USDT Kungayisiza Kanjani i-Bitcoin ne-Crypto ukuthi Zikhuphuke?

Ukukhuphuka kokuqoqwa kwe-USDT kuwuphawu oluhle lwe-Bitcoin ne-crypto. Lokhu kubonisa ukuthi amandla okuthenga abatshalizimali ayakhula. Umhlaziyi odumile we-crypto u-Crypto Researcher uthe, ukuthi ukutholwa (inflows) okungu-$2 billion ngakunye okuku-#USDT kungokomlando kuhlale kuhambisana nokwenyuka okungu-4% enanini le-Bitcoin. Kulokhu, uma imakethe ye-ETF ibona ukujovwa kwemali okungu-$16 billion, intengo ye-Bitcoin ingase inyuke iye ngaphezu kuka-$37,500.

#crypto umhlaziyi ukhombise lesi sibonelo esingenhla, lapho i-Bitcoin yenyuka khona ngo-+10% noma ngaphandle kwesitatimende esisemthethweni esivela ku-SEC, ngenxa yezindaba ezingaqinisekisiwe. Kulesi simo, ukugunyazwa kwangempela kungase kube nomthelela obaluleke kakhulu, kanti ukugijima (rally) okungu-+20-30% kubonakala njengokulindeleke okunengqondo. Lokhu kungahambisana nokungena kwemali okungu-$16-24 billion kuma-Bitcoin ETFs.

Ngakolunye uhlangothi, abahlaziyi be-Bitcoin bayaqhubeka nokuba nethemba mayelana nokugunyazwa kwe-spot Bitcoin ETF. izehlakalo zakamuva zibonise isifiso sabatshalizimali uma i-spot #bitcoin ETF isifikile emakethe.

Okukodwa kuqinisekile. Noma ngubani ocabanga ukuthi i-ETF isivele ibizwisiwe ukuthi ifakiwe ngentengo (already priced in), uye usuke wakhonjiswa ukuthi unephutha. Lindela ushintsho losuku olungu-+20% uma lugunyazwa.

— Alex Krüger (@krugermacro) October 16, 2023#bnbgreenfield