MicroStrategy, Square & Bitcoin: O que esses investidores estão vendo que os demais não estão?

Muito parecido com Paul Tudor Jones colocando seu dinheiro no cavalo Bitcoin, a grande aposta Bitcoin da MicroStrategy e a compra de $ 50 milhões do BTC pela Square chocou o mercado. No entanto, devemos ficar chocados em primeiro lugar?

Ao contrário dos dois anteriores, o otimismo do Bitcoin da Square é público há muito tempo. CashApp já permite Bitcoin e apenas compras de Bitcoin e CEO Jack Dorsey é provavelmente o maior touro Bitcoin no Vale do Silício no momento.

Quero dizer, ele maximiza suas compras de Bitcoins toda semana. Para fins de contexto, são $ 10.000 em Bitcoins todas as semanas

Para um contexto mais aprofundado, o preço médio diário de negociação do Bitcoin é de $ 9.196 e já se passaram 40 semanas no ano, o que significa que Dorsey comprou em 2020 apenas 44,1 Bitcoins. Se isso não sublinha sua tendência para o Bitcoin, nada o faz.

Então, de volta à tendência do Bitcoin, seguindo o pivô da Square, MicroStrategy e PTJ – seus respectivos movimentos para favorecer a criptomoeda vieram imediatamente após a quebra de março e o subsequente renascimento da criptografia. Enquanto outros ativos, como ações de tecnologia e, em certa medida, ouro, também tiveram ressurgimentos fortes, se não mais fortes, e mais estáveis, o Bitcoin ainda permanece preferido.

Esses investidores abastados estão vendo algo que o resto de nós não está? Simplificando, não, eles não são

O renascimento do Bitcoin após março tem sido uma tendência que todo o mercado vem se recuperando, muito em detrimento do que é medido – a moeda fiduciária. Na verdade, de acordo com um relatório recente da Chainalysis Markets Intel , desde a queda de março, a mudança direcional de Bitcoin para fiat deu uma guinada acentuada. Mais como uma volta em V, na verdade.

O relatório afirmou que, depois de março, os investidores fiat “continuaram exigindo Bitcoin” e aqui, “exigindo” refere-se a exigir Bitcoin por moeda fiduciária. Antes da queda em março , o relatório afirmava que o Bitcoin estava em vias de sair, por decreto. Isso é interessante, pois no primeiro trimestre deste ano civil, o Bitcoin movimentou mais de $ 10.000 duas vezes depois de começar em $ 7.000. Portanto, mesmo neste nível, a criptografia estava sendo empurrada para fora.

O que isso significa é que no nível de preço atual, Bitcoin acima de $ 10.000 e agora acima de $ 11.000, a criptomoeda tem mais confiança do que no início do ano, quando saltou para mais de $ 3.000. E o que é mais é que essa confiança não está irradiando apenas dos investidores de varejo, aqueles que continuaram lutando antes de 2020 e 2019, mas também dos fundos de hedge e magnatas da mídia social. Para sublinhar tudo isso, eles estão apostando contra fiat, pelo Bitcoin.

After the U.S. authorities‘ raid, heads are falling at Bitcoin giant BitMEX

The 7 Wounds of BitMEX – Fate continues to befall the leaders of the BitMEX platform.

While its founder, Arthur Hayes, had to step down as CEO, the technical director of the crypto stock exchange was arrested and released on bail.

Arthur Hayes will no longer run BitMEX.

On October 1, the U.S. CFTC has challenged the BitMEX encryption derivatives platform. The financial policeman filed a complaint on 3 counts against the managers of crypto stock exchanges.

In addition to causing a capital flight of 570 million dollars in Bitcoins (BTC), this completely called into question the organization chart of the management of the 100x Group, the parent company of the crypto platform.

According to a press release on the BitMEX blog, Vivien Khoo, the former COO of the group, becomes the new interim CEO.

„These changes in the management of our company allow us to focus on our core business, which is to offer trading services to all our customers through the BitMEX platform (…). For us, business is business and we thank all customers for their continued support. “ – David Wong, Managing Director of 100x Group

As this publication explains, „founders Arthur Hayes and Samuel Reed have stepped back from their executive management responsibilities. Reed was arrested by authorities in the U.S. state of Massachusetts on the day the CFTC announced its complaint (October 1).
Samuel Reed released for $5 million

BitMEX’s now former CTO, Samuel Reed, was released on probation 2 days after his arrest, according to a publication by the crypto-media company The Block.

The Massachusetts District Court reportedly approved his request for bail on October 3, a request that Samuel Reed had made upon his arrest.

Although in the amount of 5 million dollars, the bail was secured only by a deposit of 500,000 dollars in cash. According to The Block, „Reed and his wife’s passports were also seized.

In exchange for his release, Samuel Reed also agreed to appear in court on his own for any legal proceedings and, if convicted, to surrender to serve his sentence.

Even if, for the time being, „business is business“ for BitMEX, the platform must hurry to put in place regulatory compliance protocols, particularly for the fight against money laundering. As for the 5 founders and former directors of the platform, there is little chance that the American justice system will leave them alone anytime soon.

Breaking: Square invests $ 50 million in Bitcoin (BTC)

Good news, everyone! – While the cryptocurrency market has been rather amorphous in recent days, a big new bullish (bullish) has just fallen. After the company MicroStrategy last month, it is now Square which proudly announces that it has invested heavily in Bitcoin.

Nearly 5,000 BTC bought in cash

Founded by Jack Dorsey (also creator of Twitter), the Square company aims to simplify electronic payments.

In a press release issued on 8 October, Square announced it bought about 4,709 bitcoins for a total purchase price of $ 50 million .

This investment in the king of cryptos represents around 1% of the total assets owned by Square at the end of the second quarter of 2020.

Since 2018, Square has already offered its customers to buy bitcoin through its Cash App , but this is the first time the company has bought bitcoin for its own financial investment .

“We believe that bitcoin has the potential to become a more ubiquitous currency in the future. As it is adopted, we intend (…) to participate in it in an organized manner. As a company that builds products based on a more inclusive [financially] future, this investment is a step towards that goal. »- Amrita Ahuja, CFO of Square

A white paper on investing in Bitcoin

Rarely, Square has released a whitepaper detailing its cryptocurrency investment strategy invented by Satoshi Nakamoto. Jack Dorsey’s company explains that it wants to protect itself from future economic risks , by reducing its positions in US dollars:

„Given the rapid evolution of cryptocurrencies, and the unprecedented uncertainty from a macroeconomic and monetary policy perspective, we believe the time has come for us to diversify our balance sheet, which is too largely denominated in dollars, and invest significantly in bitcoins. “

To prevent an explosion on the rise in prices of BTC during this important purchase, Square says in its investment whitepaper buying bitcoins its “ over-the-counter “ (OTC), that is to say, mutual will .

The purchase of Square’s 4,709 BTC was thus carried out gradually , over a period of 24 hours .

Square concludes its investment whitepaper by specifying:

“We hope that this explanation of our decision to allocate some of Square’s assets in bitcoin will provide useful information to others who are considering a similar strategy. „

Mehr Menschen geben Bitcoin eher aus als HODLing

Neue Umfrage: Mehr Menschen geben Bitcoin eher aus als HODLing

Daten enthüllen Bitcoin Hodlers akkumulieren täglich über 500 Millionen Dollar im Wert von BTC

Kryptowährungen haben die Welt im Sturm erobert. Inzwischen hat fast jeder von Krypten gehört, insbesondere von Bitcoin. Viele haben argumentiert, dass Bitcoin bald den „höchsten Status“ als glaubwürdiger Wertaufbewahrungsort erlangen könnte, und die exponentiellen Entwicklungen, die seine massenhafte Einführung bei Bitcoin Circuit unterstützen, stehen dieser Vorstellung entgegen. Bitcoin könnte Gold stürzen und in den nächsten Jahren den ersten Platz einnehmen.

Laut einer kürzlich von BlockCard und Bitcoin Market Journal durchgeführten Umfrage verwenden etwa 70 % der Menschen auf dem Bitcoin-Markt das Gold tatsächlich für Zahlungen, im Gegensatz zu HODLing, und warten darauf, dass es geschätzt wird. BlockCard ist ein Emittent von Krypto-Debitkarten, während das Bitcoin Market Journal eine beliebte Website für Anleger mit Blockchain-Fokus ist.

Ein Bruch mit dem Volksglauben

Bitcoin als digitales Gut bedeutet jedoch nicht, dass es nur als Wertaufbewahrungsmittel verwendet werden darf. Tatsächlich hat es als Währung begonnen, und so viele Menschen und Unternehmen haben es bereits als digitale Währung eingeführt. Während viele Investoren auf Bitcoin als Wertaufbewahrungsmittel hinweisen, zeigen die aktuellen Marktumfragen eine Abkehr von diesem Glauben. Viele Wirtschaftsunternehmen akzeptieren jetzt Krypto-Zahlungen. Inzwischen sind fast 10.000 Bitcoin-Geldautomaten in Betrieb. Schulen, Coffeeshops und andere Institutionen akzeptieren BTC-Zahlungen.

Die Umfrage erstreckte sich auf über 35.000 Investoren laut Bitcoin Circuit, und die Ergebnisse zeigten, dass 70% von ihnen in den letzten einem Jahr Kryptos ausgegeben haben, im Gegensatz zu HODLing. Die Ausgaben reichen von Lebensmitteln, Unterhaltung, Transport, Bildung, Kleidung und Austausch in andere Krypten.

Bitcoin-Adoption treibt die Ausgaben

Dies zeigt, dass Kryptos wie Bitcoin kein kleiner Teil der Weltwirtschaft mehr sind.

Bitcoin wird bereits für die Verwendung in vielen alltäglichen Ausgabekanälen wie Geschäften und Restaurants akzeptiert. Diese Annahme hat weitere Kanäle für die Ermöglichung seiner Verwendung geschaffen. Das Aufkommen von Krypto-Debitkarten zeigt diesen Effekt deutlich.