Phakathi nonyaka, kusuke kuchitheke phantse izigidigidi eziyi-1 zama-dollar kuma-spot Bitcoin ETFs ngoLwesonqolo—okungukuthi, inani elikhulu kunawo wonke ngosuku esilibone cishe eminyakeni. I-IBIT ilethe $381 million, kanti i-ARKB ne-FBTC zisondelene kakhulu. Lokhu akukona nje okwenziwa ngabathengi abancane be-FOMO bengena. Kungabaphathi abahwebayo (institutions) abahambayo ngokushesha, bezishintsha njengoba i-Bitcoin idlula u-$85,000 ngenxa yokwehla kwenzuzo (yields) kanye nokumboza okuqinile kwe-short.

Siphinde sabona ukuchithwa (liquidations) okungama-$1.06 billion. Kuyamangaza ukuthi i-leverage ibhujiswa ngokushesha kangakanani uma ukushintsha komfutho (momentum) kwenzeka. Kodwa-ke, i-Bitcoin iyaqhubeka nokubonisa ukuthi iyingqalasizinda yokuxazulula (settlement layer) izikhungo ezithembela ngempela—nakuba imali manje ihamba ngokushesha kunangaphambili.

Manje, nansi into esingayicubungula emphakathini: njengoba imali eningi yezikhungo iqhubeka ingena, ingabe ukwakha ingqalasizinda yokuthobela (compliance) eyimfihlo ngempela iba bucayi kakhulu kunokubonakala okujwayelekile okufana ne-EVM (EVM-style transparency) ukuze kukhule ukwamukelwa isikhathi eside? Ucabangani?
Shiya amazwana akho ngezansi.
#MUBARAK