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Sheknows's new year's debate adds insight and takes you to see the 2020 BTC

日期:2020-08-05 19:01 作者:admin 点击数:
On February 14, sheknows' defense at the beginning of the new year was really wonderful. This issue, with the theme of \ \   Topic 1: bitcoin trend  

sheknows: let's talk about bitcoin, the most popular topic in front of us. What do you think is the reason behind bitcoin's breakthrough of $10000?

Mr. Sohn: bitcoin captures 99% of the value of this business, and $10000 is just the first. What I want to start with is the famous fertilizer formulation theory selected by Joel monegro. The main theory of fertilizer formulation is that around the blockchain, numerous values will be captured in the formulation layer. The theory will be applied to the public chain. But in fact, bitcoin is the biggest example of the paper. As for bitcoin, you need to ask yourself two questions. First, is the value of bitcoin today overestimated or undervalued. Second, how about the ecology of bitcoin. Today, whether it's lightning network, or blocksteam's liquid, and other businesses that stand on top of bitcoin, we are so humble that we have any success.

Bitcoin has lost the value of everything above it, and none of the other things has been defeated in terms of capture value. So the topic becomes, we just invest in bitcoin, or invest in the companies that stand on it. Our answer is that we are looking specifically at multi bitcoin itself.

Bitcoin enthusiasts often play and say that the rise and fall of all counterfeit coins will become the fuel to boost bitcoin. There are many fundamental factors behind bitcoin's breakthrough of US $10000, but what is more fundamental is that bitcoin has captured 99% of the value of this industry. The main reason is that the theory of bitcoin value capture remains unchanged, so bitcoin is always rising. $10000 is just the first one. For bitcoin permanent investors, patience is enough.

Wantang road Chen Haonan: from bitcoin itself, the external environment, the history of three aspects to analyze. I have talked about this topic in a recent column, and I would like to add and summarize it today:

1. From the perspective of bitcoin itself, the computing power is at a new high level, and the price and computing power are positively related to the performance of the trend. The price and Computing power will lead each other and catch up with each other; the data on the chain will pick up and the number of bitcoin addresses will be increased; 2. From the external environment, when the global low interest rate is low With the advent of the era, scarce assets are facing funding opportunities; international tax havens are no longer in the upper hand, and the \ Cai Kailong: in recent years, we can analyze it from three aspects: the macro is not pleasing to the eyes, the industry is not pleasing to the eyes, and the micro is not pleasing to the eyes. The only turning point is that the relaxed Sino US trade war has had a positive impact on the global economy and the negative impact of the epidemic on the world economy, which is still difficult to assess. We can't explain the bitcoin's $10000 charge from the macro economic environment. In the first and middle period, the main reason is to reduce employment by half. The main BTC half expected, secondary factor: BSV, BCH, beam and other Yanmen currencies are about to halve, and there is a rising expectation.

The

is not pleasing to the eye. This time, the most important reason is that the burning of platform currency has led to the rise of platform currency. In the past, it was the mainstream currency that drove the platform currency. This time, bitcoin was linked by the sudden shutdown of the platform. The second reason is that the epidemic has triggered experts' risk aversion. Although bitcoin is not the most beneficial tool for risk aversion, most of them still hold the same mood. Therefore, the price of currency will rise if the customers are not happy.

Johnson: it's a performance of value. I think bitcoin is always \ In the past two years, the ecosystem of the whole market has changed a lot, from what the bear market in 2018 means to the market waking up in 2019. What does fast three mean, such as the entry of institutions, the listing of Canaan, and the development of derivatives market. More and more investors are interested in the market for special currency or digital assets. Bitcoin's breakthrough of $10000 again is a value expression for the entire ecosystem and has injected faith into the market.

This time, I am not happy to observe some major data. For example, some data of the quasi option futures market can reflect the future expectation of the market compared with the special currency price. The futures and options market can be very beneficial to reflect the future market will be put or bullish.

She knows: try to describe the prospect of Tianmi market in 2020 based on this behavior. Do you think we are in a bull market? If so, where are we? Is there a turning point in your judgment of 19? I think it's in the early days of the bull market. Compared with the judgment of the twilight in 2019, the difference is too big. At that time, the prospect was that it had gradually entered the bull market. Mr. Suo: I also think it is in the early stage of the bull market. Love often starts in silence, rises in wandering, and ends in faith. I think we are at the beginning of the bull, but we don't know it. After two years of bear market, the level of risk preference of experts has been reduced to the lowest, and they are suspicious of the total amount of the market. I feel that we are now in a stage of clouds, imagination to the lowest, all things produce sad and unpleasant. And it is in a cloud of a situation, the love will be silent in the start slowly. Cai Kailong: be serious about seeing more. The definition of a bull market is a steady and steady rise in a big trend. Now, it can be said that the bull market is showing signs, but the volume is not very large. It is necessary to obtain other indicators to confirm the trend. After all, there are still three months to halve. This expectation is a positive and slow release. However, experts should not forget that the impact of the epidemic on the economy will inevitably spread to the currency circle. If the epidemic mainly affects the economy and finance, the fluctuation of funds will mainly cause the currency circle to lose blood, and there is no possibility of a substantial correction. Wantang road Chen Haonan: now maybe the rate is in the primary stage of the rise. My column in 2019 was the judgement of the market in the year of 2019, which is \ She knows: is it possible to see the nearly crazy state of 17 years in this round of half reduction? What's the difference from before? Chen Haonan, Wantang Road: compared with 2017, it is not crazy. In addition, there are more platform currencies and derivatives. Today, compared with 2017, it's not crazy. Before the \   Topic 2: Ethereum and defi  

sheknows: 2020 is not only the year of halving bitcoin, but also the key year of upgrading Ethereum 2.0. Eth futures may also decide to approve CFTC this year. Do you think this year will be the first year of Ethereum?

Johnson: naturally, ETH is undervalued by the market. After the baptism of 20182019, the ecology above eth has experienced a change of blood. In 2017, the bull market of Ethereum was due to ICO. Therefore, our bull market of Ethereum may be due to the technical realization of eth 2.0, and some exercise values of defi, dapps and non fungible token have been explored. It is true that Defa in 2019 is very young, and its value shows in other countries, but we think that the one-sided value of defi will be reflected in the market in 2020. At the internal team meeting in January, tokeninsight concluded that eth is now undervalued by the market. Wantang road Chen Haonan: I also look at the upgrading of yitaifang. with

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