Yayin da muke shiga cikin fitattun gidajen wasan kwaikwayo na kasuwannin wannan makon, mun sami kanmu a cikin duniyar da ke nuna bambanci. Kasuwannin ãdalci sun kasance a kan faduwa tun daga ranar Juma'a, yayin da akasin haka, kasuwannin cryptocurrency sun kama haske kuma sun yi wani gagarumin sauyi tare da Bitcoin a kan gaba.
Da alama ana ƙara haɓaka ta hanyar sabunta bege don amincewar wani tabo Bitcoin Exchange-Traded Fund (ETF), musamman bayan BlackRock, babban kamfanin sarrafa kadari na duniya, ya ƙaddamar da wani tsari na Bitcoin ETF. Wannan yunƙuri yana ba masu zuba jari hanyar da za su iya samun fallasa ga cryptocurrency ba tare da mallakarsa kai tsaye ba, tare da Coinbase ana tsammanin sarrafa abubuwan da ake tsarewa. Koyaya, ETF ɗin da ke ƙasa har yanzu za ta riƙe ainihin Spot BTC. Labarin ya gamu da kyakkyawan fata daga masu sha'awar cryptocurrency, wanda ya haifar da tashin 2% a farashin Bitcoin a ranar da ta biyo bayan sanarwar. Hakanan akwai tabbataccen ra'ayi mai kyau wanda ke nunawa a cikin raguwar ragi na GBTC zuwa NAV da kusan 10% tun lokacin shigar da BlackRock. Yana da mahimmanci a lura cewa idan an amince da Bitcoin ETF, rangwamen GBTC yana iya motsawa zuwa sifili saboda ikon ETF na fanshi a NAV. Ana fassara ragi mai raguwa kamar yadda kasuwa ke daidaitawa da ƙãra yuwuwar amincewa a cikin 'yan kwanakin nan. Koyaya, yana da mahimmanci a haskaka cewa Hukumar Tsaro da Canjin Amurka (SEC) ta ƙi duk aikace-aikacen tabo Bitcoin ETFs har yanzu, gami da waɗanda daga manyan kamfanoni kamar Fidelity, Greyscale, da NYDIG.
A yayin taron Kwamitin Kasuwancin Kasuwancin Tarayya (FOMC) da aka sa ran a ranar Laraba da ta gabata, Fed ya ci gaba da yin tsayin daka kuma ya zaɓi ya buga maɓallin dakatarwa, yana kiyaye ƙimar riba da tabbaci - wani yunkuri wanda ya dace da tsammanin kasuwa. Koyaya, sautin taron da hasashen taron, wanda ke kunshe a cikin sabon shirin ɗigo, sun fi ƙanƙanta fiye da yadda aka zata. Abubuwan da ke faruwa sun nuna alamar ƙarin hauhawar farashi a cikin wannan shekara. Dangane da makircin da aka sake fasalin, matsakaicin memba na Fed yanzu yana hasashen buƙatar ƙarin hawan hawa biyu a cikin 2023, yana tura ƙimar riba zuwa 5.6% - haɓaka mai gani daga hasashen 5.1% a cikin Maris. Bugu da ƙari, an sami haɗin kai mai ban sha'awa a tsakanin hasashen membobi don tsammanin ƙarshen shekara, yana nuna ra'ayi ɗaya cewa sake zagayowar balaguron zai dore. Don haka, yanayin kasuwa a yanzu ya cika tare da tsammanin za a ƙara ƙara ƙarfin kuɗaɗen kuɗaɗe yayin da shekara ke buɗewa.
A halin da ake ciki, Bankin Ingila ya yi wani yunƙuri mai ban sha'awa ta hanyar tafiye-tafiye ta hanyar 0.5% zuwa 5%, wanda ya haifar da hauhawar farashin farashi fiye da yadda ake tsammani. Hakazalika, Babban Bankin Turai shima ya ɗaga ƙima da maki 25 zuwa 4% tun taron Fed na Larabar da ta gabata. Duk da haka, kasuwanni suna da alama suna da juriya a fuskar labarun hawkish yayin da yawan amfanin Amurka 2Y ya dawo zuwa irin matakan da aka riga aka yi a kusa da 4.68%.
Daga hangen nesa na fasaha, taga da ke gaban taron (FOMC) yana da alaƙa da ƙayyadaddun sauye-sauyen farashi da ƙarancin ƙaƙƙarfan ƙaƙƙarfan ƙaƙƙarfan watsawa tsakanin Bollinger Bands akan ginshiƙi na Bitcoin. Koyaya, kamar yadda makada ke nunawa, yanayin yanayin ya canza da sauri tare da fara taron yayin da rashin ƙarfi ya ƙaru sosai. Bitcoin ya fara faɗuwa da -4.65% a cikin tsawon sa'o'i biyu, kawai ya koma baya tare da zanga-zangar 8%. Wannan yanayin haɓakar haɓakar haɓakawa tare da tarurrukan FOMC na iya zama lokacin da ya dace ga masu saɓo ko 'yan kasuwa waɗanda ke neman yin hasashe kan sakamakon taron. Bugu da ƙari, yana da kyau a nuna cewa RSI yanzu an yi sayayya sosai. Wannan lamari na iya nuna alamar canji mai zuwa a cikin ɗimbin tashin hankali na Bitcoin da aka lura a cikin 'yan kwanakin nan.
Yin la'akari da makonni biyu da suka gabata, duka kasuwannin gargajiya da na dijital sun nuna matukar ƙarfin hali. Tsakanin tashin hankalin da taron FOMC ya haifar ba zato ba tsammani, kasuwannin crypto sun nuna ƙarfin hali, tare da Bitcoin da sauri dawo da sanarwar bayan BlackRock's ETF. Abubuwan da suka faru na wannan makon suna nuna mahimmancin bukatu na sa ido ga masu saka hannun jari a cikin karuwar rashin daidaituwar kasuwa da kuma bin ka'ida. Haɓaka yanayin yanayin kuɗi wanda aka yi masa alama ta ingantaccen bin ka'ida da haɗin kai tsakanin kasuwannin duniya yana zama abin tunatarwa ga masu saka hannun jari da 'yan kasuwa su kula da waɗannan ci gaba cikin sauri.