Noho mau ʻo Bitcoin i ka waiwai kiʻekiʻe loa i ka makahiki 2024, ʻoiai ke kolu o ka hapaha "nāwaliwali i ka wā", e like me ka loiloi hou loa mai ka New York Digital Investment Group (NYDIG). Ua ʻike ka cryptocurrency i ka loaʻa haʻahaʻa o 2.5% i ka wā Q3, e hoʻihoʻi ana ma hope o ka emi ʻana o ka hapaha mua. Eia nō naʻe, ʻo ke kūʻai aku ʻana nui, me ka kūʻai aku ʻana o ke aupuni mai ka US a me Kelemania, i kaupalena ʻia kāna hana, i ʻike ʻia ʻo NYDIG's Head of Research, Greg Cipolaro, i loko o kahi hōʻike i paʻi ʻia ma ʻOkakopa 4.
"ʻO Bitcoin ka papa waiwai maikaʻi loa i ka makahiki 2024, ʻoiai ua emi kona alakaʻi," i ʻōlelo ai ʻo Cipolaro, e hōʻike ana i ka hoʻihoʻi ʻana o 49.2%.
I loko o nā mahina ʻeono i hala iho nei, ua hoʻomau ʻia ke kālepa ʻana o Bitcoin, i kāohi ʻia e nā poʻo nui. Hoʻopili kēia i ka hāʻawi ʻana i kahi kokoke i $ 13.5 biliona waiwai o Bitcoin mai ka Mt. Gox a me Genesis nā mea ʻaiʻē, i kaumaha nui i ka hana mākeke.
ʻOiai ke hoʻomau nei ʻo Bitcoin i ke alakaʻi, ua ʻike ʻo Cipolaro i nā papa waiwai ʻē aʻe, me nā metala makamae a me nā ʻāpana kaulike koho, ua kau pū kekahi i nā hoʻihoʻi ikaika. ʻOiai ka loaʻa ʻana o ka mākeke ākea, ua hoʻopiʻi ʻo Bitcoin i nā ʻano mōʻaukala ma ka hoʻonui ʻana i ka 10% i Kepakemapa, kahi mahina maʻamau no ka waiwai kikohoʻe.
ʻO kekahi mau mea i kōkua i ka hoʻomau ʻana o Bitcoin. Ua paʻa mau ka noi mai nā kālā kūʻai kūʻai kūʻai o US (ETFs), e huki ana i $ 4.3 biliona i nā kahe i loko o ka hapaha. Eia kekahi, ua ulu ka hoʻopukapuka ʻoihana ma Bitcoin, me nā hui e like me MicroStrategy a me Marathon Digital e hoʻonui ana i kā lākou mau paʻa.
Ua piʻi ka pilina o Bitcoin me nā US equities i ka wā Q3, a hiki i kahi 90-lā rolling correlation o 0.46, ua ʻōlelo ʻo Cipolaro. Eia naʻe, ua hoʻokūpaʻa ʻo ia i ka haʻahaʻa haʻahaʻa o kēia pae, e hōʻoia ana i ka hoʻomau ʻana o ka waiwai o Bitcoin ma ke ʻano he mea hana diversification i loko o nā portfolios multi-asset.
ʻO ka hoʻomohala politika a me ka macroeconomic i hana i ka hana a Bitcoin i ka hopena o Q3. ʻO kēia nā mea i kākoʻo ʻia e ka Pelekikena mua ʻo Donald Trump i ka ʻoihana cryptocurrency, e hōʻoluʻolu i nā kulekele kālā mai ka Federal Reserve, a me nā hana hoʻoulu ʻia e ka panakō waena o Kina. Ke nānā nei i mua, ua manaʻo ʻo Cipolaro i ka hopena o ke koho balota US ma Nowemapa 5 e loaʻa i kahi hopena koʻikoʻi i ka manaʻo o ka mākeke, me kahi lanakila Trump hiki ke alakaʻi i nā lanakila nui no Bitcoin.