5 криптотрейдеров, за которыми стоит следить в сентябре 2024 года

cryptonews.ruPubblicato 2021-03-31Pubblicato ultima volta 2024-08-31

Волатильный и непредсказуемый рынок цифровых активов — не самое простое пространство для навигации. BeInCrypto составил список криптотрейдеров и экспертов, которые пережили не один цикл и помогут ориентироваться в этом изменчивом поле.

Crypto Tony

Crypto Tony открывает наш список криптотрейдеров, за которыми стоит следить в сентябре 2024 года. За его аналитикой следит более 448 000 подписчиков.

Хотя внимание этого трейдера в основном сосредоточено на биткоине (BTC), иногда он разбирает топовые альткоины и мем-монеты. Недавно Crypto Tony поделился своими мыслями по поводу Polkadot, отметив, что после недавнего падения DOT представляет хорошую возможность для покупки.

Читайте также: Лучшие альткоины для инвестиций: какую криптовалюту купить в 2024

Динамика цены DOT. Источник: X/Twitter

Pentosh1

Pentosh1 известен своим краткосрочным анализом биткоина и альткоинов. В июле он выразил мнение, что альткоины продолжат боковое движение или падение после того, как большинство из них потеряло от 15% до 20% своей стоимости. Что касается BTC, Pentosh1 предполагает, что главная криптовалюта скоро может достичь нового исторического максимума.

«Считаю, что это лишь вопрос времени, когда BTC достигнет нового ATH. Посмотрите только на последние 6 месяцев, одобрение ETF, которые стали самыми успешными ETF в истории, и добавьте то, что биткоин теперь занимает большую часть политической арены с обсуждениями в нескольких государствах», — написал он.

Бенджамин Коуэн

Бенджамин Коуэн уже появлялся в нашем списке лучших криптотрейдеров в июне. В этот раз он снова привлек наше внимание благодаря своему умению проводить детальный анализ с технической и макроэкономической точки зрения.

В отличие от Pentosh1 и Crypto Tony, которые сосредоточены на «Твиттере», Коуэн ведет и канал на YouTube: на момент написания на IntoTheCryptoverse подписаны более 850 тыс. человек.

Пару дней назад назад аналитик поделился своим мнением о Solana (SOL), отметив, что недавнее падение цены альткоина не означает конец коррекции. Однако Коуэн также считает, что восстановление может произойти очень быстро.

Читайте также: Лучшие биржи для альткоинов: где торговать криптовалютой

Bluntz Capital

Bluntz Сapital специализируется на анализе биткоина и Ethereum. Недавно он написал в «Твиттере», что цена BTC может оставаться нестабильной до октября. Трейдер также утверждает, что криптокиты скоро начнут продавать биткоин за ETH, что, возможно, подтолкнет цену альткоина наверх.

«Диапазон скоро восстановится, и на ETHBTC зреет бычья дивергенция, и киты впервые в этом цикле продают BTC в пользу ETH», — написал он.

Помимо двух крупнейших криптовалют, Bluntz анализирует и мемкоины. 25 августа он сообщил, что в ближайшее время на рынке снова начнут доминировать мем-монеты на «кошачью» тематику.

CrediBULL Crypto

CrediBULL Crypto часто делится своими мыслями об альткоинах. На его странице вы найдете аналитику, касающуюся Chainlink (LINK), ETH и некоторых токенов DeFi-платформ — например, Curve (CRV).

Поскольку этот трейдер использует кредитное плечо в своей торговле, его кандидатура может быть не самой подходящей для новичков, которым лучше держать позиции на спотовом рынке.

Letture associate

Analysis of the Latest Portfolio Adjustment by the "Top Player" in the U.S. Stock Market: $9 Billion Short on NVIDIA, Shifting Focus to Power and Memory Sectors

AI investor Leopold Aschenbrenner has made a significant portfolio shift, taking a $9 billion nominal short position against top AI infrastructure stocks like NVIDIA, ASML, and Oracle. Simultaneously, he is redirecting capital towards what he sees as the next critical bottlenecks in the AI boom: power, memory, and data center networking, alongside private investments in AI model companies like Anthropic. This move is interpreted not as a call that the AI bubble has burst, but as a rotation within the infrastructure stack. The analysis highlights NVIDIA's recent $25 billion bond issuance as a potential signal, questioning why a cash-rich company would seek external debt despite high profits and increased dividends/buybacks. The core investment thesis is that the initial, crowded "picks and shovels" trade in semiconductors is maturing. The next wave of capital is expected to flow into the physical and logistical constraints of AI expansion: electricity supply, memory chip capacity, data center construction, and enabling technologies like optical networking (fiber) for high-bandwidth communication, where copper remains crucial for short distances. Aschenbrenner's substantial (approx. 20% of fund) private stake in Anthropic is noted as a key part of his strategy—investing directly in the "mine" (AI models) rather than just the "shovels." The discussion concludes that while certain segments may be overvalued, the overarching AI infrastructure demand driven by real product usage remains robust. The most promising long-term investments are seen in essential, non-sexy infrastructure—particularly energy and power companies—whose demand is viewed as a global constant irrespective of AI's cyclicality.

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Analysis of the Latest Portfolio Adjustment by the "Top Player" in the U.S. Stock Market: $9 Billion Short on NVIDIA, Shifting Focus to Power and Memory Sectors

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BIT Research: Liquidity is Disappearing, Will Bitcoin Replay the Bottoming Pattern of 2022?

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BIT Research: Liquidity is Disappearing, Will Bitcoin Replay the Bottoming Pattern of 2022?

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Mining Companies' High-Stakes Bet on AI: Valuations Enter a Phase of Divergence, Uphill Battle Ahead

Crypto miners are facing increasing pressure amid weak digital asset markets, pushing many to pivot towards AI infrastructure as a new growth avenue. Leveraging existing assets like power resources, land, and cooling systems, miners can convert facilities for AI compute at lower costs. This transition narrative has fueled significant stock rallies, with some miners' shares outperforming Bitcoin year-to-date. Market valuations have diverged, with pioneers like CoreWeave reaching a multi-billion dollar valuation, while others lag. The shift is driven by AI's explosive demand for data centers and compute, with clients willing to pay premiums for power and space. However, the transformation is capital-intensive, requiring massive funding for GPU procurement and facility upgrades, with an estimated short-term funding gap of $50 billion. Miners are raising capital through convertible bonds, Bitcoin sales, and securing long-term AI contracts to finance the build-out. While AI offers greater long-term potential than mining, success hinges on execution, timely project delivery, and securing quality tenants, moving the valuation focus from power capacity to cash flow and return metrics.

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Mining Companies' High-Stakes Bet on AI: Valuations Enter a Phase of Divergence, Uphill Battle Ahead

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Who Makes the Best Use of Claude Code? The Answer Might Not Be Programmers

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Who Makes the Best Use of Claude Code? The Answer Might Not Be Programmers

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Strategy's Preferred Stock STRC Unpegs by 11%, Can Its Perpetual Motion Machine Keep Spinning?

The preferred stock STRC issued by Strategy (MicroStrategy) has depegged over 11% from its $100 target par value, raising questions about the sustainability of the company's capital flywheel strategy. STRC, a perpetual preferred stock designed to trade around $100, serves as a key engine for Strategy's expansion, allowing it to raise fiat currency via at-the-market offerings to buy Bitcoin without diluting common shareholder equity. Its depegging, despite dividend rate hikes, suggests market concerns extend beyond yield to the core stability of Strategy's model. Analysts point to potential leveraged unwinding and, more critically, worries about Strategy's liquidity. While the company cites its massive Bitcoin holdings as covering decades of dividends, a recent small BTC sale—a first—has shaken confidence in its "never sell" narrative. If STRC remains discounted, impairing Strategy's fundraising ability, fears may grow that the company could be forced to sell Bitcoin to meet obligations, potentially turning a major market buyer into a seller and exerting significant downward pressure on Bitcoin's price.

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Strategy's Preferred Stock STRC Unpegs by 11%, Can Its Perpetual Motion Machine Keep Spinning?

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