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NoOnes CEO: The Safe-Haven Attribute of Bitcoin is Shifting Towards Characteristics of Tech Stocks Amid Geopolitical Conflicts
Recently, as tensions in the Middle East continue to escalate, Bitcoin's price has shown an unusual stability, oscillating within a narrow range around $105,000.
Ray Youssef, CEO of NoOnes, believes that the attributes of BTC are gradually evolving from traditional "safe-haven assets" to risk assets with more "high-volatility tech stock" characteristics, reflecting a fundamental change in the market's perception of BTC.
Youssef's assessment is based on the correlation between Bitcoin and the Nasdaq 100 index, which has risen to 0.68, indicating that its price movements are much more linked to the tech sector than to traditional safe-haven tools like gold.
It is noteworthy that Nobitex, Iran's largest cryptocurrency exchange, recently experienced a $90 million security breach, which analysts believe may be linked to the Israeli hacker group Predatory Sparrow. However, despite the ongoing escalation of regional conflicts, the entire cryptocurrency market remains unusually calm.
Meanwhile, although Ethereum's price saw a peak net inflow of 871,000 ETH in a single day during this period, it failed to break the $2,600 mark, maintaining a sideways pattern for five consecutive weeks. This market indicates that current investors are more focused on macroeconomic indicators such as Federal Reserve policies, rather than short-term shocks from geopolitical risks.
A closer look at the market structure reveals that Bitcoin's market share is steadily rising and nearing a year-to-date high of 66%, indicating a trend of funds migrating from high-risk altcoins to mainstream cryptocurrencies.
Lastly, Youssef predicts that if global tensions continue to escalate, combined with potential capital control measures that various countries may implement, this "quality preference" in fund rotation may accelerate. However, at this stage, Bitcoin is slow to react to geopolitical risks but is unusually sensitive to changes in interest rate policies, showcasing price characteristics that are more akin to tech growth stocks. This shift in characteristics is reshaping the strategic positioning of digital assets within investment portfolios.
What are your thoughts on Bitcoin's transition from a safe-haven asset to characteristics of tech stocks? How do you think this shift will affect the future development of the cryptocurrency market? Share your views in the comments section.
#比特币 #地缘政治 #对冲资产 #科技股
Recently, as tensions in the Middle East continue to escalate, Bitcoin's price has shown an unusual stability, oscillating within a narrow range around $105,000.
Ray Youssef, CEO of NoOnes, believes that the attributes of BTC are gradually evolving from traditional "safe-haven assets" to risk assets with more "high-volatility tech stock" characteristics, reflecting a fundamental change in the market's perception of BTC.
Youssef's assessment is based on the correlation between Bitcoin and the Nasdaq 100 index, which has risen to 0.68, indicating that its price movements are much more linked to the tech sector than to traditional safe-haven tools like gold.
It is noteworthy that Nobitex, Iran's largest cryptocurrency exchange, recently experienced a $90 million security breach, which analysts believe may be linked to the Israeli hacker group Predatory Sparrow. However, despite the ongoing escalation of regional conflicts, the entire cryptocurrency market remains unusually calm.
Meanwhile, although Ethereum's price saw a peak net inflow of 871,000 ETH in a single day during this period, it failed to break the $2,600 mark, maintaining a sideways pattern for five consecutive weeks. This market indicates that current investors are more focused on macroeconomic indicators such as Federal Reserve policies, rather than short-term shocks from geopolitical risks.
A closer look at the market structure reveals that Bitcoin's market share is steadily rising and nearing a year-to-date high of 66%, indicating a trend of funds migrating from high-risk altcoins to mainstream cryptocurrencies.
Lastly, Youssef predicts that if global tensions continue to escalate, combined with potential capital control measures that various countries may implement, this "quality preference" in fund rotation may accelerate. However, at this stage, Bitcoin is slow to react to geopolitical risks but is unusually sensitive to changes in interest rate policies, showcasing price characteristics that are more akin to tech growth stocks. This shift in characteristics is reshaping the strategic positioning of digital assets within investment portfolios.
What are your thoughts on Bitcoin's transition from a safe-haven asset to characteristics of tech stocks? How do you think this shift will affect the future development of the cryptocurrency market? Share your views in the comments section.
#比特币 #地缘政治 #对冲资产 #科技股
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Five Must-Eat Melons Before the U.S. Stock Market Opens on Thursday
1/NVIDIA Reports $5.5 Billion Impairment
• Due to #G20 chip export restrictions to China + overseas markets, NVIDIA's stock price plummeted 6.9% in a single day, evaporating $200 billion in market value overnight.
• Dragging down #NASDAQ, which dropped 3.1%, with #Tech heavyweight stocks suffering heavy losses.
2/Powell vs. Trump: Policy Tensions Rise
• Powell made a rare statement: "Tariffs may put the Fed's dual mandate (inflation + employment) in conflict."
• Trump quickly retorted: He shouldn’t be doing this anymore; rate cuts immediately → Policy path once again becomes unclear, increasing market volatility.
3/Healthcare Giants in Pain: Seniors Seeking Medical Care Too Aggressively
• UnitedHealth lowered its full-year profit forecast, with stock price plummeting over 7% in pre-market trading.
• CVS, Cigna, and Humana all followed suit with declines.
• Rising healthcare costs challenge insurers’ profit and loss models once again.
4/Target's Diversity Cuts Backfire
• After a one-size-fits-all approach to the DEI project, traffic plummeted drastically, prompting the CEO to urgently meet with Al Sharpton for "crisis management."
• The latter responded: If you don’t want us, we will collectively withdraw.
5/OpenAI Aims to Spend $3 Billion to Acquire WindSurf
• For AI programming tools, focusing on fast coding and low costs, reportedly even Microsoft Copilot feels the pressure.
• OpenAI is taking a dual approach, releasing its own models while acquiring competitors.
#英伟达 #OpenAI #WindSurf #Target #科技股
1/NVIDIA Reports $5.5 Billion Impairment
• Due to #G20 chip export restrictions to China + overseas markets, NVIDIA's stock price plummeted 6.9% in a single day, evaporating $200 billion in market value overnight.
• Dragging down #NASDAQ, which dropped 3.1%, with #Tech heavyweight stocks suffering heavy losses.
2/Powell vs. Trump: Policy Tensions Rise
• Powell made a rare statement: "Tariffs may put the Fed's dual mandate (inflation + employment) in conflict."
• Trump quickly retorted: He shouldn’t be doing this anymore; rate cuts immediately → Policy path once again becomes unclear, increasing market volatility.
3/Healthcare Giants in Pain: Seniors Seeking Medical Care Too Aggressively
• UnitedHealth lowered its full-year profit forecast, with stock price plummeting over 7% in pre-market trading.
• CVS, Cigna, and Humana all followed suit with declines.
• Rising healthcare costs challenge insurers’ profit and loss models once again.
4/Target's Diversity Cuts Backfire
• After a one-size-fits-all approach to the DEI project, traffic plummeted drastically, prompting the CEO to urgently meet with Al Sharpton for "crisis management."
• The latter responded: If you don’t want us, we will collectively withdraw.
5/OpenAI Aims to Spend $3 Billion to Acquire WindSurf
• For AI programming tools, focusing on fast coding and low costs, reportedly even Microsoft Copilot feels the pressure.
• OpenAI is taking a dual approach, releasing its own models while acquiring competitors.
#英伟达 #OpenAI #WindSurf #Target #科技股
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Standard Chartered Bank: Bitcoin is becoming a 'financial hedge + tech stock' dual ace.
Recently, the traditional financial giant Standard Chartered Bank gave a striking evaluation of Bitcoin, stating that Bitcoin is evolving into a 'dual asset' that can hedge financial risks and rival tech stocks.
The bank's Head of Digital Asset Research, Geoffrey Kendrick, boldly suggested in the latest report to directly replace Tesla (TSLA) and include Bitcoin in the famous 'Tech Giants' index, which would increase the index's return rate.
Standard Chartered Bank's Bitcoin research report.
On March 24, a research report released by Geoffrey Kendrick, Head of Digital Asset Research at Standard Chartered Bank, pointed out that Bitcoin's performance highlights its increasingly important role in investment portfolios. He believes that Bitcoin can not only hedge the risks of traditional finance (TradFi) but can also be included as part of tech stocks.
The bank's Head of Digital Asset Research, Geoffrey Kendrick, boldly suggested in the latest report to directly replace Tesla (TSLA) and include Bitcoin in the famous 'Tech Giants' index, which would increase the index's return rate.
Standard Chartered Bank's Bitcoin research report.
On March 24, a research report released by Geoffrey Kendrick, Head of Digital Asset Research at Standard Chartered Bank, pointed out that Bitcoin's performance highlights its increasingly important role in investment portfolios. He believes that Bitcoin can not only hedge the risks of traditional finance (TradFi) but can also be included as part of tech stocks.
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📉 The cryptocurrency market plummeted by 6%, and the "Big Seven" of US tech stocks could not escape the disaster!
📊 Be careful of unrest in September! In September, when we usually think that the stock market will fall, the market value of the world's top technology companies actually evaporated by 550 billion US dollars! Even Google, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla, these well-known technology companies, their stocks have been hit.
😕 Not only in the stock market, but also in the cryptocurrency market, it has suffered a heavy blow. Just on September 3, after seeing the market value of the "Big Seven" shrinking significantly, the cryptocurrency market also fell like a free fall, losing about 100 billion US dollars in one day, and the total market value fell by more than 6%.
🚀 Bitcoin once plunged more than 5% during the Asian trading session, and Ethereum also fell 7%. The altcoins are even more miserable, and most high-market-value cryptocurrencies have lost between 5% and 7%.
💸 According to Coinglass, 74,062 traders were liquidated in the past 24 hours, with a total liquidation of up to $196.4 million, most of which were long positions.
🌀 Looking back at previous years, September has been a bearish month for cryptocurrencies, and this year seems to be no exception. Analyst "CrediBULL Crypto" said that Bitcoin has hit a downside target near $56,000, which means we may see a rebound soon.
🧐 Viewpoint:
💭 Market volatility is common in cryptocurrencies, and the current decline may be a reaction to technology stocks and macroeconomic uncertainty. But history shows that the cryptocurrency market can quickly recover from a sharp correction.
🔄 The cryptocurrency market is known for its cyclical nature, and the current downturn may be just the beginning of another cycle. It is important that investors remain calm and focus on the long-term trend of the market rather than being swayed by short-term fluctuations.
📈 For investors, now is the time to re-evaluate their portfolios, consider risk management strategies, and look for cryptocurrencies with strong fundamentals and application potential. At the same time, it is wise to diversify your investments and review market dynamics regularly.
🤔 What do you think of this market shock? Do you think this is a short-term fluctuation or the beginning of a bull-to-bear trend? Can the cryptocurrency market recover quickly?Leave your comments in the comment section!
#加密货币市场 #科技股 #市场震荡
📊 Be careful of unrest in September! In September, when we usually think that the stock market will fall, the market value of the world's top technology companies actually evaporated by 550 billion US dollars! Even Google, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla, these well-known technology companies, their stocks have been hit.
😕 Not only in the stock market, but also in the cryptocurrency market, it has suffered a heavy blow. Just on September 3, after seeing the market value of the "Big Seven" shrinking significantly, the cryptocurrency market also fell like a free fall, losing about 100 billion US dollars in one day, and the total market value fell by more than 6%.
🚀 Bitcoin once plunged more than 5% during the Asian trading session, and Ethereum also fell 7%. The altcoins are even more miserable, and most high-market-value cryptocurrencies have lost between 5% and 7%.
💸 According to Coinglass, 74,062 traders were liquidated in the past 24 hours, with a total liquidation of up to $196.4 million, most of which were long positions.
🌀 Looking back at previous years, September has been a bearish month for cryptocurrencies, and this year seems to be no exception. Analyst "CrediBULL Crypto" said that Bitcoin has hit a downside target near $56,000, which means we may see a rebound soon.
🧐 Viewpoint:
💭 Market volatility is common in cryptocurrencies, and the current decline may be a reaction to technology stocks and macroeconomic uncertainty. But history shows that the cryptocurrency market can quickly recover from a sharp correction.
🔄 The cryptocurrency market is known for its cyclical nature, and the current downturn may be just the beginning of another cycle. It is important that investors remain calm and focus on the long-term trend of the market rather than being swayed by short-term fluctuations.
📈 For investors, now is the time to re-evaluate their portfolios, consider risk management strategies, and look for cryptocurrencies with strong fundamentals and application potential. At the same time, it is wise to diversify your investments and review market dynamics regularly.
🤔 What do you think of this market shock? Do you think this is a short-term fluctuation or the beginning of a bull-to-bear trend? Can the cryptocurrency market recover quickly?Leave your comments in the comment section!
#加密货币市场 #科技股 #市场震荡
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