Аналитик оценил вероятность развития рецессии в США в 40%

cryptonews.ruPublicado em 2024-06-30Última atualização em 2025-03-30

Рыночный аналитик и основатель Coin Bureau Ник Пакрин поделился мнением относительно текущего состояния американской экономики. Он считает, что с вероятностью в 40% США столкнутся с полномасштабной рецессией уже в текущем году. Ключевой причиной развития такого тренда станет макроэкономическая неопределенность в совокупности с потенциально затяжной торговой войной.

«Представители администрации Дональда Трампа не исключают рецессию полностью. Безусловно, такой сценарий возможен, но для его реализации необходимы соответствующие условия», — подчеркнул специалист. Пакрин не считает, что глава США намерено пытается спровоцировать рецессию. Однако ряд действий, включая сокращение числа федеральных рабочих мест и снижение расходов для сбалансирования бюджета, способствуют развитию этого явления.

Макроэкономическая неопределенность отразилась и на американском рынке. Недавно произошла резкая просадка индекса доллара (DXY), поскольку участники торгов начали более активно переводить капитал на европейские биржи. В свою очередь торговое противостояние США с рядом стран спровоцировало шок криптвалютного сегмента. Это привело к масштабному падению многих цифровых монет. Если в конце января биткоин торговался вблизи уровня $109 тыс., то сейчас он расположился вблизи отметки $84 000.

Текущую ситуацию прокомментировал и представитель компании Nansen Николай Зондергаард. По его мнению, рынок криптовалют будет испытывать существенное давление вплоть до конца апреля 2025 года.

Аналитик также отметил, что если страны смогут оперативно договориться с администрацией США об отмене высоких пошлин, то глобальный рынок быстро восстановится. Однако пока о реализации такого сценария речи не идет.

Ошибка в тексте? Выделите её мышкой и нажмите Ctrl + Enter

Leituras Relacionadas

Dialogue with Yihui Capital, SoundAI Technology, Ling Universe, and Zhongbo Jili: Opportunities and Challenges in the AI Smart Hardware Track

On June 28, 2026, an event titled "New Opportunities in AI Hardware: The Battle for Interactive Entry Points Begins" was held in Beijing. It featured a report from ITJuzi and discussions with experts from SoundAI, Ling Universe, One Reed Capital, and Zhongbo Juli on the opportunities and challenges in China's AI hardware sector. Key report findings highlight the sector's intense activity: 327 out of 431 startups founded post-2023 have secured funding, with 179 investments in H1 2026 alone. The landscape is dominated by embodied intelligent robots, while wearable tech like smart rings and AI glasses shows rapid growth. Geographically, Shenzhen leads, leveraging its superior hardware supply chain, followed by Beijing and Shanghai. The overarching trend is for companies to focus on micro-innovations within specific scenarios rather than reinventing foundational technology. Industry leaders shared several critical insights: 1. **Balancing Innovation & Market Readiness**: Entrepreneurs face the "hammer looking for a nail" dilemma. Success requires balancing technical capability with user acceptance, cost control, and incremental design improvements rather than chasing disruptive innovation. 2. **Competitive Landscape**: The future interactive entry point may not be a single super-device but a mix of universal terminals and specialized, scenario-specific hardware. While large companies have ecosystem advantages, startups can win by deeply targeting vertical markets and specific user groups. 3. **Core Challenges & Business Models**: Key hurdles include deep understanding of AI models and navigating non-transparent hardware supply chains. Viable business models may involve selling hardware at cost and generating revenue through software subscriptions, but this requires tight control over both hardware BOM and model inference costs. 4. **The Road to Commercialization**: The ultimate test is market validation—achieving sales growth and sustainable cash flow. Companies must find the right application scenario, use edge computing effectively, and close the loop from technology to commercial success. 5. **The Future of Interaction**: Proactive, context-aware interaction is the next frontier, though it's currently limited by issues like model hallucinations and environmental perception. The near-term focus should be on identifying target users and creating a coherent experience in specific domains, such as health wearables. In summary, to succeed in the competitive AI hardware arena, companies must strategically choose their niche, build a team with the right geographical advantages (e.g., leveraging Shenzhen's supply chain), and most importantly, execute a flawless commercialization strategy that translates technology into market-accepted products and sustainable business growth.

marsbitHá 24m

Dialogue with Yihui Capital, SoundAI Technology, Ling Universe, and Zhongbo Jili: Opportunities and Challenges in the AI Smart Hardware Track

marsbitHá 24m

CryptoQuant Founder: The Cost to Double BTC Has Increased by 20,000 Times, Where Will the $100 Billion Buying Power Come From?

CryptoQuant founder Ki Young Ju analyzes Bitcoin's current capital challenge. He notes that the cryptocurrency market has grown too large for retail-driven momentum alone to generate massive price increases as in past cycles. His calculations show that in 2011, approximately $2.7 million in capital inflow could push BTC's price up by 550x, whereas the current cycle requires an estimated $101 billion in new capital just for a 100% price increase. This shift underscores that sustaining a bull run now depends on attracting large-scale, long-term institutional capital rather than short-term speculative trading. Recent outflows from US spot Bitcoin ETFs, totaling nearly $10 billion since May, highlight the fragility of current demand and challenge the narrative of deep institutional support. While surveys indicate continued institutional interest, these entities prioritize regulated products, risk management, and portfolio integration over speculative gains. For the next significant bull market, Bitcoin must transition to being a core macro asset. The key drivers are no longer just more buyers, but capital allocation from larger, slower-moving entities like wealth advisors, corporate treasuries, banks, and sovereign wealth funds. This new phase pits Bitcoin against other major asset classes like AI for a share of institutional capital, making its growth trajectory dependent on sustained, high-quality inflows from diversified financial balance sheets.

marsbitHá 28m

CryptoQuant Founder: The Cost to Double BTC Has Increased by 20,000 Times, Where Will the $100 Billion Buying Power Come From?

marsbitHá 28m

Trading

Spot
活动图片