Глава ZX Squared Capital: Биткоин вырастет независимо от итогов выборов в США

investing.ru2024-09-30 tarihinde yayınlandı2024-09-30 tarihinde güncellendi

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Что произошло? Руководитель инвестиционной компании ZX Squared Capital Си Кей Чжэн считает, что цена биткоина выиграет от ноябрьских президентских выборов в США, причем независимо от их итогов. Он также отметил, что исторически в годы, когда в сети биткоина проходил халвинг, в IV квартале наблюдался рост цены актива.

Материал Cointelegraph

Что еще известно? Чжэн также отметил, что оба основных кандидата в президенты — Дональд Трамп и Камала Харрис — не смогли решить ключевую экономическую проблему, которая могла бы сыграть в пользу биткоина.

Предприниматель считает, что ни Республиканская, ни Демократическая партии не будут должным образом реагировать на постоянно растущие госдолг и дефицит бюджета, что может способствовать росту курса BTC, особенно после выборов.

Халвинг в сети биткоина является запрограммированным событием, он происходит каждые четыре года с момента запуска актива и вдвое урезает награду майнерам за добычу блоков, замедляя эмиссию и достижение максимального лимита в 21 млн монет. В апреле текущего года награда была урезана до 3,125 биткоинов за блок.

По данным Coinglass, исторически биткоин растет в IV квартале, и зачастую рост усиливался в годы халвинга. Так, в 2020 году рост составил 168%. Помимо халвинга, в этот год состоялись предыдущие президентские выборы в США.

Отдельно Чжэн отметил резкое смягчение денежно-кредитной политики центробанка США. Так, ранее в этом месяце ФРС впервые за 4,5 года снизила ставку на 50 базисных пунктов. Этому предшествовал цикл повышений, в результате которого в июле 2023 года она достигла 20-летнего максимума в 5,25-5,5%. По мнению предпринимателя, снижение ставки также может простимулировать рост биткоина и других рисковых активов.

Чжэн отметил, что рост возможен, если ФРС удастся достичь баланса: изменить ставку в достаточной степени для предотвращения инфляции и перегрева экономики, при этом не вызвав экономический спад. В этом случае между биткоином и фондовым рынком США может быть установлена высокая прямая корреляция.

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