Alors que l'inflation se refroidit, les investisseurs en Bitcoin font face à une prise de réalité : Pompliano

TheNewsCryptoPublished on 2026-02-14Last updated on 2026-02-14

Abstract

Selon Anthony Pompliano, les investisseurs en Bitcoin doivent réévaluer leurs positions face au ralentissement de l'inflation américaine. L'indice des prix à la consommation est tombé à 2,4 % en janvier, créant une incertitude sur la valorisation des actifs numériques. Historiquement considéré comme une couverture contre la dépréciation des monnaies fiduciaires, le Bitcoin voit son récit de rareté monétaire (limitée à 21 millions d’unités) remis en question à court terme. Pompliano souligne que cette déflation temporaire pourrait masquer des risques à long terme d'affaiblissement du dollar, un effet qu'il qualifie de "fronde monétaire" favorable au Bitcoin. Malgré la baisse des prix et un sentiment de "peur extrême" sur les marchés, certains observateurs estiment que la dévaluation des monnaies fiduciaires reste un risque macroéconomique persistant. L'avenir du Bitcoin reste lié aux politiques macroéconomiques, notamment aux taux d'intérêt et à la masse monétaire. Sa rareté numérique et son adoption continue le positionnent comme un actif refuge potentiel dans un environnement monétaire en mutation.

Les investisseurs en Bitcoin sont sous pression en raison des récents chiffres de l'inflation américaine montrant un apaisement. Cela a créé une incertitude de valorisation pour les investisseurs en actifs numériques. L'indice des prix à la consommation est tombé à 2,4 % en janvier contre 2,7 % en décembre, selon les chiffres officiels. Selon Anthony Pompliano, les investisseurs doivent réévaluer leurs raisons de détenir du Bitcoin s'il n'y a pas de préoccupation claire concernant l'inflation. Pompliano a souligné que l'offre limitée de 21 millions de Bitcoins est ce qui motive l'histoire de la rareté monétaire du Bitcoin.

Historiquement, de nombreux investisseurs en Bitcoin ont considéré l'actif comme une couverture contre la dépréciation des monnaies fiduciaires. L'indice du dollar américain a récemment indiqué une tendance à la baisse par rapport aux principales devises mondiales. Pompliano a expliqué que la déflation à court terme pourrait cacher des risques potentiels d'affaiblissement du dollar américain à long terme. Il a expliqué qu'il s'agit d'un effet de « fronde monétaire » sur la valeur du Bitcoin. Les investisseurs en Bitcoin ont remarqué que le sentiment autour du Bitcoin avait atteint un plus bas de plusieurs années en raison des incertitudes macroéconomiques.

Certains observateurs pensent que des taux d'inflation plus bas pourraient réduire le besoin de couvertures en Bitcoin. D'autres soulignent que la dévaluation de la monnaie fiduciaire reste un facteur de risque macro. Le prix du Bitcoin a récemment chuté en dessous des sommets récents en réponse aux replis du marché. L'indice Crypto Fear & Greed a indiqué une « peur extrême » parmi les traders. Les variables macroéconomiques comme les changements des taux d'intérêt et de la masse monétaire influencent l'allocation d'actifs. Pompliano a expliqué qu'imprimer plus d'argent pourrait diminuer davantage la valeur du dollar. Il a déclaré que la rareté numérique du Bitcoin est différente des monnaies fiduciaires traditionnelles. Les investisseurs recherchent des actifs risqués lorsque la valeur de la monnaie fiduciaire diminue. L'avenir du Bitcoin est toujours lié aux politiques macroéconomiques.

Dynamiques macroéconomiques et perspectives des investisseurs

Il est observé que les changements dans la politique monétaire américaine peuvent influencer le concept de réserve de valeur du Bitcoin. La réduction de l'inflation peut entraîner des changements dans les taux d'intérêt fixés par les banques centrales. Cela peut avoir un effet indirect sur la valeur du Bitcoin en tant que monnaie non fiduciaire. La rareté du Bitcoin fait toujours partie de son modèle d'offre fixe. L'adoption des actifs numériques a lieu en raison d'une réinterprétation de l'économie.

Les investisseurs en Bitcoin sont dans un processus de valorisation alors que l'inflation ralentit et que les tendances macroéconomiques changent. Les remarques de Pompliano illustrent le conflit entre la volatilité à court terme du marché et les problèmes de dépréciation monétaire à long terme. Les investisseurs évalueront probablement la fonction du Bitcoin en tant qu'actif de couverture et de réserve de valeur dans un environnement monétaire changeant.

Actualité crypto en vedette :

‌La police française arrête un trio après une tentative d'enlèvement d'un dirigeant de Binance

TagsBitcoininflationPompliano

Related Questions

QSelon Anthony Pompliano, pourquoi les investisseurs en Bitcoin doivent-ils réévaluer leurs positions face à la baisse de l'inflation ?

AParce que si l'inflation ne représente plus une préoccupation majeure, la justification de détenir le Bitcoin comme couverture contre la dépréciation des monnaies fiduciaires pourrait être remise en question.

QQuel est l'effet 'monetary slingshot' (fronde monétaire) mentionné par Pompliano concernant le Bitcoin ?

APompliano explique que la déflation à court terme pourrait masquer des risques potentiels d'affaiblissement du dollar américain à long terme, créant un effet de 'fronde monétaire' qui pourrait finalement profiter à la valeur du Bitcoin.

QComment l'indice de peur et de cupidité (Crypto Fear & Greed Index) caractérise-t-il le sentiment actuel des traders ?

AL'indice indique un sentiment d''Extrême Peur' parmi les traders, reflétant les incertitudes macroéconomiques et les récentes corrections du marché.

QEn quoi la rareté du Bitcoin est-elle différente de celle des monnaies fiduciaires traditionnelles ?

ALa rareté du Bitcoin est numérique et absolue, avec une offre fixe et limitée à 21 millions d'unités, contrairement aux monnaies fiduciaires dont l'offre peut être augmentée indéfiniment par les banques centrales, ce qui entraîne une dévaluation potentielle.

QQuel impact une baisse de l'inflation peut-elle avoir sur la politique des banques centrales et indirectement sur le Bitcoin ?

AUne baisse de l'inflation peut conduire les banques centrales à modifier leurs taux d'intérêt, ce qui influence l'allocation d'actifs et peut avoir un effet indirect sur la valeur du Bitcoin en tant que monnaie non fiduciaire.

Related Reads

Bitcoin Mining Farm Transforms into AI Data Center: Sangha's 'Sell-Out' Decision

"Sangha, a cryptocurrency mining company, is considering selling its recently operational Genesis bitcoin mining facility in Texas. Despite being profitable due to low-cost power (approximately $32/MWh), the company is exploring a sale, joint venture, or strategic partnership, advised by Marathon Capital. The core value of the 19.9MW site lies not in the mining hardware but in its established, scalable power infrastructure—a direct connection to a 180MW solar farm with plans to expand to 110.4MW. This makes it an attractive, ready-to-use asset for AI or high-performance computing (HPC) companies seeking to avoid lengthy permitting and grid connection processes. Sangha's move reflects a broader industry trend where mining operators are pivoting towards higher-value AI compute opportunities. The decision represents a strategic shift from building a long-term 'win-win-win' mining model to capitalizing on the current premium demand for AI-ready power and data center infrastructure."

marsbit20m ago

Bitcoin Mining Farm Transforms into AI Data Center: Sangha's 'Sell-Out' Decision

marsbit20m ago

Dalio's Latest Warning: Don't Get Carried Away by AI, Real Returns on US Stocks in the Next 5-10 Years Could Be -5% to -10%

Ray Dalio, founder of Bridgewater Associates, warns investors against excessive concentration in AI stocks. He argues the current market, dominated by a few AI giants, mirrors historical patterns where revolutionary new technologies lead to high risk, volatility, and uncertainty. While acknowledging AI's transformative potential, Dalio emphasizes that most investors fail at this stage of the cycle by over-concentrating in a handful of leading companies. He cites inherent risks: companies cannot accurately forecast investment needs or external shocks (e.g., monetary policy, geopolitics, taxes), face potential disruption from future technologies and international competition (notably from China), and experience significant price swings. Dalio's core advice is diversification, calling it his "Holy Grail of Investing." He presents a mathematical case that a well-diversified portfolio of 15-20 uncorrelated, good bets offers a superior risk-adjusted return compared to a concentrated position. Dalio also offers a cautious outlook, suggesting U.S. stocks may deliver real returns of -5% to -10% over the next 5-10 years based on valuation and bubble indicators. He concludes that in the face of high uncertainty, the prudent strategy is not to avoid betting entirely, but to avoid large, concentrated bets where one lacks sufficient informational edge. Instead, investors should build a strategically balanced, diversified portfolio.

marsbit1h ago

Dalio's Latest Warning: Don't Get Carried Away by AI, Real Returns on US Stocks in the Next 5-10 Years Could Be -5% to -10%

marsbit1h ago

Rain Valuation Approaches $20 Billion: The Battle for U-Cards Extends to Rewards Systems

Rain, a stablecoin payments infrastructure company, is shifting the competitive focus for U Cards from simple issuance to user retention and repeated usage. On June 15, Rain launched "Rain Rewards," an embedded loyalty program capability within its card-issuing infrastructure. This allows partner businesses—like fintech platforms and neobanks—to configure branded loyalty points, earning rules, redemptions, and merchant promotions directly within their card products. The system, built from the 2025 acquisition of Uptop, ensures points are only issued upon final transaction settlement, preventing liabilities from refunds. Trials, such as with Avalanche Card, reportedly boosted spending by 25% among enrolled users. Founded by Farooq Malik and Charles Yoo-Naut, Rain evolved from a tool for managing Web3 company expenses into a full-stack enterprise platform. It is a Principal Member of Visa and Mastercard, enabling partners to issue stablecoin-backed cards and wallets while leveraging traditional payment networks. Notably, the popular U Card Plasma One is issued by Rain under Visa's authority. Rain also integrates with Visa's stablecoin settlement pilot, using USDC for network settlement. Rain's rapid funding reflects growing institutional interest in stablecoin payment infrastructure. It raised a $245 million Series A in March 2025, a $58 million Series B in August 2025, and a $250 million Series C in January of this year, reaching a $19.5 billion valuation. Annualized transaction volume exceeds $3 billion, serving over 200 partners including Western Union and Nuvei. Beyond cards, Rain is expanding into programmable payments. Its June 2026 "Agent Control Layer" allows businesses to set spending rules—like merchant categories, amounts, and frequency—for AI agents before transactions occur. This positions Rain not as a single product but as an operating system for stablecoin payments, handling everything from card issuance and wallet management to rewards, on/off-ramps, and automated compliance. The goal is to enable seamless, often invisible, real-world spending of on-chain assets.

Foresight News1h ago

Rain Valuation Approaches $20 Billion: The Battle for U-Cards Extends to Rewards Systems

Foresight News1h ago

Historical Bottom Signal Reappears? Messari Valued at $300 Million Sells for $10 Million

Messari, a major crypto data and research platform once valued at $300 million, was sold to rival Blockworks for just over $10 million in June 2026. This sale marks a broader, quiet contraction in the crypto industry. Data platforms like DappRadar and Parsec have shut down, media outlets like CoinDesk have been sold at steep discounts, and companies across the sector are laying off staff or pivoting to AI, which is disrupting traditional research and data business models. Venture capital investment in crypto has plummeted, with funding in Q1 2026 at its lowest since 2020, as capital and talent shift aggressively toward AI. Prominent crypto investors are leaving the space, and many funds are struggling. However, these extreme pessimism signals may historically indicate a market bottom. Bitcoin is down nearly 50% from its 2026 high, the Crypto Fear & Greed Index has been in "extreme fear" for months, and long-term Bitcoin holders control a near-record 80% of the supply. Similar combinations of deeply negative signals—including low VC activity and distressed asset sales—preceded major bull markets in 2018, 2020, and 2022. While Messari's downfall symbolizes a tough period, it also aligns with patterns seen at cycle lows.

marsbit2h ago

Historical Bottom Signal Reappears? Messari Valued at $300 Million Sells for $10 Million

marsbit2h ago

Google TPU Shipments Revised Up by 50%

Recent industry research indicates a significant upward revision in the shipments of Google's TPU (Tensor Processing Unit) chips. Previous expectations for 2027 were set at around 10 million units, but new estimates now point to 15 million units, a 50% increase. This substantial boost directly translates to higher demand across the entire supporting supply chain. Google's TPU clusters utilize a standardized all-optical interconnect architecture. Consequently, key hardware components are deeply integrated and scaled in fixed ratios with the chips. The 15 million TPU target will drive corresponding demand increases for NPO optical engines (roughly a 1:1 match), 1.6T optical modules, OCS optical switches, high-end server power supplies, fiber optics & MPO connectors, and liquid cooling solutions. Among these, liquid cooling is highlighted as the sector experiencing the most significant transformation and offering the most stable potential for excess returns. As next-generation TPU chips reach power levels where traditional air cooling is insufficient, liquid cooling becomes essential. 2026 is forecasted as the first year of substantial adoption for Google's liquid cooling solutions. This shift, coupled with delivery and capacity bottlenecks faced by incumbent overseas manufacturers, is creating a prime window for domestic Chinese suppliers to enter and secure Google's core supply chain. The market size for Google-specific liquid cooling is projected to potentially triple from a baseline of hundreds of billions to around 300 billion units by 2028. The logic for the fiber optic sector is also being rewritten. Once considered a cyclical commodity tied to telecom operator procurement, fiber is now a strategic and scarce resource for AI Data Centers (AIDC). A severe supply-demand imbalance, driven by the long lead time for preform production (18-24 months) and surging demand from cloud giants, is supporting strong performance. Chinese fiber manufacturers are well-positioned to capture a significant share of global AIDC demand, with exports potentially reaching 200-300 million core kilometers in 2026. Overall, the investment focus within the AI computing industry is shifting from pure "chip performance speculation" towards the more certain incremental growth in computing infrastructure and its supporting ecosystem. The upward revision in Google TPU shipments, along with the potential for further doubling by 2028, is seen as solidifying performance visibility for the entire supporting supply chain over the next two years.

marsbit2h ago

Google TPU Shipments Revised Up by 50%

marsbit2h ago

Trading

Spot
Futures

Hot Articles

How to Buy CHECK

Welcome to HTX.com! We've made purchasing Checkmate (CHECK) simple and convenient. Follow our step-by-step guide to embark on your crypto journey.Step 1: Create Your HTX AccountUse your email or phone number to sign up for a free account on HTX. Experience a hassle-free registration journey and unlock all features.Get My AccountStep 2: Go to Buy Crypto and Choose Your Payment MethodCredit/Debit Card: Use your Visa or Mastercard to buy Checkmate (CHECK) instantly.Balance: Use funds from your HTX account balance to trade seamlessly.Third Parties: We've added popular payment methods such as Google Pay and Apple Pay to enhance convenience.P2P: Trade directly with other users on HTX.Over-the-Counter (OTC): We offer tailor-made services and competitive exchange rates for traders.Step 3: Store Your Checkmate (CHECK)After purchasing your Checkmate (CHECK), store it in your HTX account. Alternatively, you can send it elsewhere via blockchain transfer or use it to trade other cryptocurrencies.Step 4: Trade Checkmate (CHECK)Easily trade Checkmate (CHECK) on HTX's spot market. Simply access your account, select your trading pair, execute your trades, and monitor in real-time. We offer a user-friendly experience for both beginners and seasoned traders.

4.0k Total ViewsPublished 2026.01.19Updated 2026.06.02

How to Buy CHECK

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 CHECK (CHECK) are presented below.

活动图片

Top Questions