知名宏观分析师:流动性宽松需要核级印钞,短期看空比特币
BlockBeats 消息,12 月 20 日,Forest for the Trees 创始人、宏观经济分析师 Luke Gromen 在播客节目「The Monetary Matters Network」中表示,自己长期以来一直非常看好比特币,从 2022 年底、2023 年初以低于 3 万美元的价格买入大部分仓位,一路持有到现在,从来没有卖出过。但现在已经转向短期看空比特币,理由如下:
1、比特币走势仍高度关联科技股。但未来 AI 竞争的瓶颈在于电力而非半导体,因此,比特币及科技股的走势不容乐观。
2、比特币没有相对于黄金出现突破行情。而未来的流动性环境在于「除非核级印钞,否则就是紧缩。」
3、量子计算对于比特币的威胁。「这可能在 2 到 9 年内成为问题。」
Luke Gromen 强调,Tether 公司动向是一个很值得参考的因素,他们近期投资 AI、黄金。其资产负债表上的黄金仓位比比特币仓位更大。这些都是值得注意的地方。
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