# Сопутствующие статьи по теме Gold

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Gold", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Bitcoin Axed By Top Wall Street Strategist On Quantum Fears

Jefferies strategist Chris Wood has removed Bitcoin from his long-term model portfolio, citing quantum computing as a threat to Bitcoin's store-of-value proposition for long-term investors like pension funds. While not predicting an immediate price crash, Wood expressed concern that quantum computers could compromise Bitcoin’s cryptographic security within years rather than decades, making private keys vulnerable. He reallocated the 10% Bitcoin exposure to gold and gold miners. VanEck’s Matthew Sigel acknowledged the move but emphasized the difference between Bitcoin's decentralized, hard-to-upgrade nature and traditional reversible banking systems. He views quantum risk as a solvable challenge rather than a fatal flaw and maintains spot Bitcoin exposure while making small hedges. The article notes Bitcoin's significant outperformance versus gold since 2020 despite the recent strategic shift.

bitcoinist01/20 16:02

Bitcoin Axed By Top Wall Street Strategist On Quantum Fears

bitcoinist01/20 16:02

ARK Founder Cathie Wood's 2026 Forecast: Gold Peaks, Dollar Rebounds, Bitcoin Charts Its Own Course

ARK Invest founder Cathie Wood's 2026 outlook predicts a "Reaganomics on steroids" era for the U.S. economy, driven by deregulation, tax cuts, stable monetary policy, and technological innovation. She anticipates a strong economic rebound from a "coiled spring" state, with productivity surges (4-6% annually) and controlled inflation (possibly negative) fueling 6-8% nominal GDP growth. Wood forecasts a significant dollar rally, similar to the 1980s, which could halt gold's momentum, while Bitcoin may outperform due to its supply constraints and low correlation with other assets. She dismisses AI bubble concerns, arguing that earnings growth will justify high valuations, and expects market returns even with compressed P/E ratios. Key themes include AI-driven capital expenditure booms, corporate tax rates near 10%, and deflationary pressures from innovation.

marsbit01/20 11:13

ARK Founder Cathie Wood's 2026 Forecast: Gold Peaks, Dollar Rebounds, Bitcoin Charts Its Own Course

marsbit01/20 11:13

Stocks and Dollar Feel the Blow Along with the Global Crypto Market

The US dollar and global stocks have declined, diverting attention to the Greenland meeting. The crypto market also experienced a downturn, with its total market cap falling 2.24% and nearing the $3 trillion mark. Major cryptocurrencies like BTC and ETH dropped over 2% and 3.5%, testing key resistance levels at $90k and $3k respectively. The decline is partly attributed to Trump's announced tariffs on EU nations and international trade uncertainty, triggering a "Sell America" sentiment. Investors are seeking safety in gold and silver. A meeting in Davos is anticipated to address these tensions, as Trump's proposed tariffs, including rates up to 200% on French wines, are scheduled to take effect in 2026.

TheNewsCrypto01/20 11:05

Stocks and Dollar Feel the Blow Along with the Global Crypto Market

TheNewsCrypto01/20 11:05

The 2026 U.S. Treasury "Maturity Wall" Approaches: Who Is the Market Paying For?

The US faces a significant "maturity wall" in 2026, with approximately $10 trillion in Treasury debt coming due—nearly 70% of which is short-term T-Bills. This massive refinancing need, equivalent to the total maturities from 2008-2010, poses a structural challenge. A key concern is the refinancing of low-coupon bonds (∼1%) issued during the low-rate era of 2021-2023 at potentially much higher market rates (∼4%+). The Congressional Budget Office (CBO) projects net interest costs could reach $1.12 trillion in 2026, surpassing defense spending. The government faces a "impossible trilemma," struggling to simultaneously avoid a fiscal crisis, raise taxes significantly, and allow market-determined interest rates. Market pricing currently assumes no major tax hikes and no crisis, pushing pressure onto higher long-term yields. This could elevate the 10-year yield toward 5.5%, compressing equity valuations—particularly for rate-sensitive tech stocks. For investors, this period may bring heightened volatility rather than outright crisis. Strategies include anticipating the Federal Reserve's potential intervention if rates spike too high, selling volatility (e.g., writing out-of-the-money puts), and redefining assets: gold as a hedge against dollar credibility concerns, and long-term Treasuries as volatile instruments for policy reversal bets. The event underscores the need for portfolios resilient to higher rates and volatility, turning uncertainty into opportunity.

marsbit01/20 07:33

The 2026 U.S. Treasury "Maturity Wall" Approaches: Who Is the Market Paying For?

marsbit01/20 07:33

Bitcoin lags as global liquidity surges – Why is BTC’s reaction delayed?

Global liquidity is approaching record highs, projected to reach $123-130 trillion by 2026, largely driven by China’s expanding M2 supply. Despite this surge, Bitcoin has underperformed compared to traditional hedges like gold and silver, which saw gains of 70% and 150% respectively, while BTC declined slightly. This divergence suggests a delayed reaction rather than weakness, as capital initially flowed into conventional safe havens. Bitcoin’s short-term price action has decoupled from direct liquidity influences since mid-2025, becoming more responsive to risk appetite, institutional positioning, and volatile ETF flows. While structural macro conditions support long-term upside, near-term movements remain dictated by market sentiment and speculative activity.

ambcrypto01/19 19:02

Bitcoin lags as global liquidity surges – Why is BTC’s reaction delayed?

ambcrypto01/19 19:02

Tariff Threat Shocks Market: Trump's Post Triggers Bitcoin Safe-Haven Sell-off

Cryptocurrency markets experienced a sharp sell-off on the morning of January 19, with Bitcoin dropping from $95,531 to a low of $91,910. Ethereum and Solana also saw significant declines, along with several altcoins falling over 10%. The sell-off resulted in $830 million in liquidations over 12 hours, predominantly long positions. The downturn was triggered by former U.S. President Donald Trump’s announcement on Truth Social that the U.S. would impose tariffs—starting at 10% on February 1 and rising to 25% by June—on imports from eight European countries, including Denmark, Germany, and the UK. The move is tied to Trump’s demand for a “complete and total purchase of Greenland,” citing unspecified security concerns. European leaders strongly opposed the tariffs, warning of strained transatlantic relations and potential benefits to geopolitical rivals like China and Russia. Meanwhile, traditional safe-haven assets like gold and silver surged to record highs amid the geopolitical tension and market uncertainty. With a 96% probability that the Federal Reserve will hold interest rates steady, risk assets faced additional pressure. Market analysts suggested that investors take profits and await clearer signals, though some remain optimistic about Bitcoin’s long-term potential, citing macroeconomic trends and increasing demand.

比推01/19 15:05

Tariff Threat Shocks Market: Trump's Post Triggers Bitcoin Safe-Haven Sell-off

比推01/19 15:05

BofA's Hartnett: "New Global Order = New Global Bull Market = Gold & Silver Bull Market", Biggest Risk to Bull Market is East Asian Currency Appreciation

U.S. Bank's chief investment strategist Michael Hartnett argues that Trump’s push for global fiscal expansion is creating a "New World Order = New World Bull Market" framework. In this environment, gold and silver bull markets are expected to continue, while the greatest near-term risk is a rapid appreciation of East Asian currencies—specifically the yen, won, and Taiwan dollar—which could trigger a global liquidity crunch by reversing capital outflows from Asia. Hartnett recommends going long on international stocks and assets tied to economic recovery, with China being his top market pick due to its potential to catalyze bull markets in Japan and Europe as deflation ends. He projects gold could surge past $6,000, supported by long-term drivers like fiscal expansion and geopolitical tensions, though the metal is currently overbought. Small and mid-cap stocks are also expected to benefit from anticipated interest rate cuts, tax reductions, and tariff policies. However, Hartnett cautions that this bullish outlook depends on U.S. unemployment remaining low and Trump succeeding in reducing living costs to maintain public support. A key warning sign for market exit would be a simultaneous rise in the yen and the MOVE volatility index.

marsbit01/19 10:59

BofA's Hartnett: "New Global Order = New Global Bull Market = Gold & Silver Bull Market", Biggest Risk to Bull Market is East Asian Currency Appreciation

marsbit01/19 10:59

Trading Moment: U.S. Stocks Closed, Gold and Silver Hit New Highs Again, Bitcoin Finds Support at 92K

Key market movements and analysis for January 19th, as global markets reacted to geopolitical tensions. Due to the U.S. Martin Luther King Jr. Day holiday, focus shifted to President Trump's announcement of new tariffs on eight European nations, aiming to pressure a Greenland acquisition. This sparked fears of a renewed trade war, driving a sharp risk-off sentiment. Consequently, a safe-haven rally propelled spot gold to a record high above $4,690 and silver surged over 4% to a new peak near $94. Bitcoin, after facing rejection near $98,000, declined for five consecutive days, briefly dipping below the $92,000 support level. Analysts are divided: some foresee a potential drop to $85,000 or even $77,000, which could trigger massive liquidations, while others see the $92,200 area forming a higher low, maintaining a bullish structure for a potential run toward $100,000 if key support holds. Ethereum mirrored the downturn, falling below $3,200. Technical analysis suggests it's at a triangle pattern's end, needing to hold $3,085 support for a potential breakout toward $3,660. While long-term forecasts remain optimistic (e.g., $15,000 by 2026), short-term derivative markets show a lack of bullish momentum. Market data shows a neutral Fear & Greed Index of 49. Over $809 million was liquidated in 24 hours, affecting 215,000 traders. Crypto ETFs saw significant inflows last week: Bitcoin ETF +$1.42B, Ethereum ETF +$479M. Looking ahead, key events include the U.S. Senate's upcoming vote on a crypto market structure bill, major token unlocks (e.g., LayerZero's $44.5M unlock), and the release of U.S. Q4 GDP data.

marsbit01/19 07:03

Trading Moment: U.S. Stocks Closed, Gold and Silver Hit New Highs Again, Bitcoin Finds Support at 92K

marsbit01/19 07:03

Trump's Tariff Stick Strikes Allies, Cryptocurrency Plummets, Gold and Silver Hit New Highs

Trump's tariff threats against eight European allies, including Denmark and Germany, over Greenland negotiations triggered a cryptocurrency crash and record highs for gold and silver. Bitcoin fell below $93,000, with $864 million in liquidations, while precious metals surged as safe-haven assets. The U.S.-Europe trade rift signals a breakdown in post-Cold War international order, shifting toward economic nationalism. The EU is considering retaliatory tariffs using its "anti-coercion tool," targeting $93 billion in U.S. goods. The crisis highlights Bitcoin’s current dependence on U.S. dollar stability and exposes its vulnerability to geopolitical tensions. In contrast, gold’s "stateless" value appeals in a fragmented global system. The event underscores a broader move away from U.S.-centric assets toward decentralized or tangible resources like commodities and precious metals.

marsbit01/19 01:58

Trump's Tariff Stick Strikes Allies, Cryptocurrency Plummets, Gold and Silver Hit New Highs