10X Research: Ethereum найдет дно в течение 2-4 месяцев

cryptonews.ruPublished on 2024-03-13Last updated on 2024-09-13

Пока большинство инвесторов не сводит глаз с биткоина, аналитики из 10X Research предлагают обратить внимание на Ethereum (ETH). И поводов для этого более чем достаточно.

Ethereum: в поисках дна

По данным биржи Bitstamp, вторая по капитализации криптовалюта сейчас торгуется на уровне $2 358, демонстрируя снижение менее чем на 1% за последние сутки. Но если взглянуть на месячную динамику, картина вырисовывается куда более драматичная — падение на целых 15%!

1-дневный график ETH/USD. Источник: Bitstamp/TradingView

Однако эксперты из 10X Research не спешат бить тревогу. Наоборот, они полагают, что Ethereum может приближаться к состоянию долгосрочной перепроданности. Правда, они тут же добавляют ложку дегтя в бочку меда: не стоит ожидать моментального отскока. По их прогнозам, формирование дна может занять от двух до четырех месяцев.

«Трейдерам стоит следить за среднесрочными индикаторами разворота, такими как RSI и стохастик», — советуют аналитики 10X Research. Эти индиакторы могут сигнализировать о развороте тренда после достижения глубоко перепроданных уровней.

Что скрывается за сухими цифрами?

Для тех, кто не погружен в мир технического анализа по уши, поясню: RSI (индекс относительной силы) измеряет скорость и изменение ценовых движений, помогая определить, когда актив перекуплен или перепродан. А стохастический осциллятор сравнивает цену закрытия с диапазоном цен за определенный период, что может помочь предсказать потенциальные развороты рынка.

Но давайте будем честны: даже самые продвинутые индикаторы не дают 100% гарантии. Рынок криптовалют непредсказуем, и порой даже самые опытные аналитики оказываются в роли незадачливых гадалок на кофейной гуще.

ETF: битва титанов

Тем временем, пока Ethereum ищет дно, на рынке ETF разворачивается настоящая драма. 12 сентября Ethereum-ETF в тот же день продемонстрировали чистый отток в $20,1 млн. И главным «виновником» этого стал фонд Grayscale (ETHE). Похоже, инвесторы пока не готовы делать ставку на эфир, предпочитая более консервативный биткоин.

Движение средств в Ethereum-ETF США. Источник: Farside Investors

Взгляд в будущее

Джеймс Дэвис (James Davies), сооснователь и директор по продуктам Crypto Valley Exchange CVEX.XYZ, отмечает влияние более широких экономических факторов на рынок. «Технологические акции по всему миру демонстрируют рост, хорошие данные по инфляции, улучшение показателей роста повсеместно создают условия для инвестиций», — говорит он.

Дэвис также подчеркивает важность позитивных сигналов из Китая и потенциальное снижение процентных ставок в США как факторы, способствующие росту рынка.

Что касается предстоящих президентских выборов в США, Даррен Франческини (Darren Franceschini), соучредитель Fideum, прогнозирует период бокового движения цен вплоть до ноября. «Результат этих выборов может оказать значительное влияние на будущее принятие и регулирование криптовалют на финансовых рынках США», — резюмирует он.

Trending Cryptos

Related Reads

BIS Report Compliance Observations: The True Risks of Stablecoins Go Beyond 'De-pegging'

The BIS report, "Anchoring trust in money: innovation beyond stablecoins," highlights that the primary risks of stablecoins extend beyond potential de-pegging. It argues that the core challenge is whether stablecoins can be integrated into a financial system that is identifiable, monitorable, accountable, and regulatable. While acknowledging efficiency gains like faster payments and programmability, BIS emphasizes that money requires an institutional framework—including legal certainty, liquidity support, and financial integrity controls—which many stablecoins currently lack. The report details compliance risks, noting that while blockchain transactions are transparent, address visibility does not equate to identity or purpose clarity. This creates a systemic risk as pseudonymity, non-custodial wallets, and cross-chain bridges can undermine AML/CFT controls. Furthermore, these risks can spill over into the traditional financial system through on- and off-ramps. The future direction, per BIS, is not to prohibit innovation but to embed regulatory rules—such as identity verification and transaction screening—directly into the technological infrastructure of tokenized finance. The key takeaway for compliance is that any new financial instrument must clearly address questions of customer identification, transaction monitoring, accountability, and cross-border rule consistency to be viable as a mainstream payment tool.

marsbit56m ago

BIS Report Compliance Observations: The True Risks of Stablecoins Go Beyond 'De-pegging'

marsbit56m ago

When US Giants Collectively "Defect" to Chinese AI Models

When Silicon Valley Giants Turn to Chinese AI Models to Cut Costs A surprising trend is emerging: major U.S. tech companies are significantly reducing AI costs by switching to Chinese models. Coinbase, the largest U.S. cryptocurrency exchange, reportedly halved its AI spending after migrating to China's GLM-5.2 and Kimi 2.7 models, despite increasing usage. They achieved this through a sophisticated three-part strategy: implementing an automatic routing system to select the most cost-effective model per task, boosting cache hit rates from 5% to 60% to reuse computations, and employing "context engineering" to provide AI with more precise, less cluttered information. They are not alone. AI startup Lindy switched from Claude to DeepSeek, saving millions, while Snowflake's tests found GLM-5.2 solved 66% of coding tasks compared to Claude Opus's 67%—but at a fraction of the cost (output pricing is 5-7 times lower). While the top Western models may offer slightly better stability, the massive price differential is leading many businesses to reconsider their value proposition. This shift signals a deeper change in the AI industry, moving beyond pure performance benchmarks to a fierce cost competition. As pressure mounts, even OpenAI and Anthropic have begun slashing prices. For users, this means more choices, lower costs, and a crucial lesson: using multiple models based on task complexity, optimizing with caching, and keeping contexts lean are now key to leveraging AI efficiently and affordably.

marsbit1h ago

When US Giants Collectively "Defect" to Chinese AI Models

marsbit1h ago

BIS Report Compliance Watch: The Real Risks of Stablecoins Are Not Just 'De-pegging'

BIS Report Compliance Observations: The real risks of stablecoins go beyond "depegging" The BIS report "Anchoring trust in money: innovation beyond stablecoins" argues that while stablecoins and tokenization offer efficiency gains, their primary risk lies in fitting into an identifiable, monitorable, accountable, and regulatable financial system. Money's trust stems not just from technology but from institutional arrangements: a common unit of account, guaranteed redemption at par, liquidity support, regulatory frameworks, and financial integrity requirements. Stablecoins, operating on permissionless blockchains with pseudo-anonymity and non-custodial wallets, create systemic compliance gaps: unclear customer identity, incomplete fund origins, unexplained transaction purposes, fragmented cross-chain paths, and ambiguous liability. On-chain transparency does not equal compliance transparency. Public addresses don't reveal identity or intent. While blockchain analytics aid law enforcement, they cannot replace routine, large-scale AML/CFT controls. Effective compliance requires a closed-loop process encompassing customer onboarding, transaction monitoring, investigation, reporting, and audit. Stablecoin risks are not confined to the blockchain; they re-enter the traditional financial system via on/off-ramps, exchanges, and payment institutions. This forces banks to monitor client accounts for activity linked to virtual assets. The future direction is not to prohibit innovation but to embed rules into the technology. Tokenized finance should integrate with the existing two-tier monetary system, embedding compliance—like customer identification, pre-transaction screening, and auditable data trails—directly into the transaction flow. For compliance professionals, the key takeaway is that any new financial instrument must answer core questions: Who identifies the customer? Who monitors transactions? Who handles exceptions? Who is liable? Compliance is not the antithesis of innovation but the essential infrastructure for its sustainable growth.

链捕手1h ago

BIS Report Compliance Watch: The Real Risks of Stablecoins Are Not Just 'De-pegging'

链捕手1h ago

When American Giants 'Defect' to Chinese AI Models

Summary: The trend of major U.S. technology firms adopting more cost-effective Chinese AI models is gaining momentum. A prime example is Coinbase, the largest U.S. cryptocurrency exchange, which reportedly halved its AI expenditure by switching to Chinese models GLM-5.2 and Kimi 2.7, while its usage volume increased. This was achieved through a sophisticated cost-saving system featuring intelligent model routing (selecting the most suitable model per task), dramatically improving cache hit rates from 5% to 60%, and implementing "Context Engineering" to streamline prompts. This shift is not isolated. Other companies like the AI startup Lindy and data cloud firm Snowflake are making similar moves, drawn by the significant price disparity. For instance, GLM-5.2 costs $1.40/$4.40 per million tokens (input/output), compared to $5/$25 for Claude Opus 4.7. While top Western models may offer slightly higher stability or speed in complex tasks, the performance gap is narrowing, making the price difference harder to justify for many enterprise use cases. The implications are significant for both businesses and individual users. It highlights the importance of a multi-model strategy based on task requirements, the value of caching and reusing outputs, and the effectiveness of providing concise context. Ultimately, this migration signals a potential reshaping of the AI industry's pricing model, moving competition from pure performance benchmarks to practical cost-effectiveness, with increased choice and downward price pressure benefiting end-users.

链捕手1h ago

When American Giants 'Defect' to Chinese AI Models

链捕手1h ago

Trading

Spot

Hot Articles

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of ETH (ETH) are presented below.

活动图片