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Jerry6666

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- Jerry6666Jerry6666
  ·2021-05-29
  ok
  The latest policy focus of the China Securities Regulatory Commission is here! Strictly and quickly crack down on vicious violations of laws and regulations
  证监会副主席李超表示，当前，我国资本市场正在发生日益深刻的结构性变化，市场预期向好，市场功能得到进一步发挥，高质量发展取得良好开局。下一步，证监会将进一步落实“建制度，不干预，零容忍”的九字方针，推进
  The latest policy focus of the China Securities Regulatory Commission is here! Strictly and quickly crack down on vicious violations of laws and regulations
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- Jerry6666Jerry6666
  ·2021-05-18
  ok
  U.S. money supply growth slowed down in March. What signal did it send?
  美国M2增长率在2021年3月达到了历史新高，比2月的26.9%增长了24.2%。在连续三个月触及历史新高之后，美国货币供应增长在3月份放缓，降至10个月来的低点。虽然去年量化宽松和美联储购买资产
  U.S. money supply growth slowed down in March. What signal did it send?
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- Jerry6666Jerry6666
  ·2021-05-18
  ok
  Gundlach: The Fed has been manipulating markets for a long time
  现在距离30年美债收益率到顶还差得很远，这是一个值得警惕的风险因素。 DoubleLine Capital的创始人兼首席执行官杰弗里·冈拉克（Jeffrey Gundlach）表示： “ 美联
  Gundlach: The Fed has been manipulating markets for a long time
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- Jerry6666Jerry6666
  ·2021-05-16
  ok
  Sorry, this post has been deleted
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- Jerry6666Jerry6666
  ·2021-05-16
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  Sorry, this post has been deleted
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- Jerry6666Jerry6666
  ·2021-05-05
  ???
  Plunged nearly 8%! Bitcoin's gone? The biggest "short" is coming!
  以太坊正与比特币进行一轮较量！与A股市场一季度调整后极为相似的一点，除了白酒，资金也开始挖掘其他有意思的股票。现在，数字货币市场的投资者，也开始将更多的资金配置到以太坊，而不是只买比特币。全球第二
  Plunged nearly 8%! Bitcoin's gone? The biggest "short" is coming!
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- Jerry6666Jerry6666
  ·2021-04-29
  Long term holding
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Strictly and quickly crack down on vicious violations of laws and regulations","url":"https://stock-news.laohu8.com/highlight/detail?id=1101899491","media":"上海证券报","summary":"证监会副主席李超表示，当前，我国资本市场正在发生日益深刻的结构性变化，市场预期向好，市场功能得到进一步发挥，高质量发展取得良好开局。下一步，证监会将进一步落实“建制度，不干预，零容忍”的九字方针，推进","content":"<p><div>Li Chao, vice chairman of the China Securities Regulatory Commission, said that at present, China's capital market is undergoing increasingly profound structural changes, market expectations are improving, market functions are further exerted, and high-quality development has made a good start. In the next step, the China Securities Regulatory Commission will further implement the nine-character policy of \"building a system, non-intervention, and zero tolerance\" to promote the capital market to better play its pivotal role in resource allocation, risk mitigation, policy transmission, and expectation management. Li Chao attended the \"International Financial Forum (IFF) 2021 Spring Meeting\" today and made the above remarks in his speech at the conference. The forum was focused on \"Global Governance and International Cooperation in the Post-pandemic Era\" as...</p><p><a href=\"https://mp.weixin.qq.com/s/h7yYZmRksbeiL2HX7z_RFQ\">Web link</a></div></p>","source":"shzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The latest policy focus of the China Securities Regulatory Commission is here! Strictly and quickly crack down on vicious violations of laws and regulations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe latest policy focus of the China Securities Regulatory Commission is here! Strictly and quickly crack down on vicious violations of laws and regulations\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-05-29 13:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Li Chao, vice chairman of the China Securities Regulatory Commission, said that at present, China's capital market is undergoing increasingly profound structural changes, market expectations are improving, market functions are further exerted, and high-quality development has made a good start. In the next step, the China Securities Regulatory Commission will further implement the nine-character policy of \"building a system, non-intervention, and zero tolerance\" to promote the capital market to better play its pivotal role in resource allocation, risk mitigation, policy transmission, and expectation management. Li Chao attended the \"International Financial Forum (IFF) 2021 Spring Meeting\" today and made the above remarks in his speech at the conference. The forum was focused on \"Global Governance and International Cooperation in the Post-pandemic Era\" as...</p><p><a href=\"https://mp.weixin.qq.com/s/h7yYZmRksbeiL2HX7z_RFQ\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/h7yYZmRksbeiL2HX7z_RFQ\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b03359bd74c102eff90adcc7e2740657","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/h7yYZmRksbeiL2HX7z_RFQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101899491","content_text":"证监会副主席李超表示，当前，我国资本市场正在发生日益深刻的结构性变化，市场预期向好，市场功能得到进一步发挥，高质量发展取得良好开局。下一步，证监会将进一步落实“建制度，不干预，零容忍”的九字方针，推进资本市场更好发挥在资源配置、风险缓释、政策传导、预期管理等方面的枢纽作用。李超今日出席“国际金融论坛（IFF）2021春季会议”，并在大会讲话中作上述表示。此次论坛以“后疫情时代全球治理与国际合作”为主题。他围绕推动资本市场高质量发展，详细阐述了证监会在建制度、不干预、零容忍等三个方面的工作重点。市场日益发生结构性变化 高质量发展取得良好开局李超表示，资本市场是现代经济体系的重要组成部分，也是连接国际国内市场，促进国际分工和贸易投资发展的重要纽带，进入新发展阶段，资本市场必须深入贯彻新发展理念，扎扎实实办好自己的事情，为经济的恢复发展积极贡献力量。他说，当前，我国资本市场正在发生日益深刻的结构性变化，市场韧性、活力和吸引力明显增强，市场生态得到有效改善，市场预期向好，市场功能得到进一步发挥，高质量发展取得良好开局。李超介绍，近年来，证监会紧紧围绕打造一个规范、透明、开放、有活力、有韧性的资本资场这一总体目标，坚持稳中求进的工作总基调，坚持“建制度，不干预，零容忍”，坚持市场化、法治化、国际化，全力做好服务实体经济，深化改革和防范金融风险等重点工作。他具体提到了下述三方面内容：首先，保持监管的弹性和温度，积极应对疫情大考，迅速出台一揽子针对性的政策措施，科学合理的保持IPO再融资的常态化，引导更多资金直达实体经济。其次，加强资本市场顶层设计，推动设立科创板并试点注册制，推出创业板改革、新三板改革，推动提高上市公司质量，推动投资端改革，积极稳妥推进资本市场制度性双向开放，市场、行业、产品开放和便利跨境投融资的制度安排取得实质性进展。再者，坚持底线思维，努力维护市场平稳运行。股票质押、私募基金等重点领域的风险实现总体的收敛，新证券法和刑法修正案（十一）先后施行，相关部门严肃查处了一批市场关注的大案要案。同时，首例特别代表人诉讼落地，投资者救济赔偿取得了新的突破。明确落实“九字方针”下一阶段的工作重点李超表示，今年以来，世界经济出现复苏迹象，但经济复苏分化也较为明显。近期全球大宗商品价格持续上涨，市场对于部分国家实施超宽松政策的外溢性担忧加剧。中国经济呈现稳定恢复态势，消费、投资、出口均有所改善，高质量发展取得新的成效。但经济恢复仍不均衡，基础仍不稳固，这些都给进一步推动我国资本市场高质量发展带来了新课题、新机遇、新挑战。他透露，下一步中国证监会将紧紧围绕“十四五”规划对资本市场的部署要求，进一步落实“建制度，不干预，零容忍”九字方针，推进资本市场更好发挥在资源配置、风险缓释、政策传导、预期管理等方面的枢纽作用，在实现自身高质量发展的同时更好地服务构建新发展格局。具体而言：“建制度”方面：证监会将紧扣注册制改革这一“牛鼻子”工程，坚持稳中求进，做好试点总结评估和改进优化，完善相关配套制度规则，为全市场注册制改革积极创造条件。并以注册制为牵引，推动发行上市、交易、退市、信息披露以及促进中介机构归位尽责，强化监管和风险防范，加强投资者保护等一系列关键制度持续优化。同时，证监会将会同有关方面，积极推动完善债券市场基础制度，稳步推进基础设施领域公募REITs试点落地；配合推动期货法出台，完善大宗商品期货监管和风控制度，为稳价保供积极贡献力量。“不干预”方面：证监会将进一步深化放管服改革，重点突出放管结合，以更大力度推进简政放权。一方面继续坚定“放”，凡是市场机制能有效发挥作用的领域，坚决放权于市场，减少不必要的管制，不断提升监管的透明度和可预期性，进一步激发市场活力；另一方面，持续抓好“管”，该监管的一定坚决管住，管好，坚持科学监管，分类监管，专业监管、持续监管，进一步完善事中、事后监管的制度安排。对各类风险努力做到“看得明、说得清、守得住”，同时不断提升监管的科技化、智能化水平，增强监管有效性。“零容忍”方面：证监会将在持续加强、改进日常监管的基础上，会同立法、司法机关等有关方面，进一步落实好关于依法从严打击证券违法活动的指导性文件，加快健全有中国特色的证券执法司法体制机制；持续完善资本市场法治基础，从严从重从快打击欺诈发行、财务造假，以及以市值管理之名行市场操纵之实等恶性违法违规行为，让做坏事之人付出沉重代价。同时，证监会将推动常态化开展投保机构代表人诉讼工作，更好保护投资人，特别是中小投资者合法权益，进一步营造良好的市场发展生态。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194804431,"gmtCreate":1621351295723,"gmtModify":1704356307595,"author":{"id":"3582603564454110","authorId":"3582603564454110","name":"Jerry6666","avatar":"https://static.tigerbbs.com/341ac0d8c7e78a01f49f688b745e56f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582603564454110","idStr":"3582603564454110"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/194804431","repostId":"1176256005","repostType":4,"repost":{"id":"1176256005","kind":"news","pubTimestamp":1621350223,"share":"https://ttm.financial/m/news/1176256005?lang=en_US&edition=fundamental","pubTime":"2021-05-18 23:03","market":"us","language":"zh","title":"U.S. money supply growth slowed down in March. What signal did it send?","url":"https://stock-news.laohu8.com/highlight/detail?id=1176256005","media":"金十数据","summary":"美国M2增长率在2021年3月达到了历史新高，比2月的26.9%增长了24.2%。\n\n在连续三个月触及历史新高之后，美国货币供应增长在3月份放缓，降至10个月来的低点。虽然去年量化宽松和美联储购买资产","content":"<p>The U.S. M2 growth rate reached a record high in March 2021, up 24.2% from February's 26.9%. After hitting record highs for three consecutive months, U.S. money supply growth slowed to a 10-month low in March. Although the introduction of stimulus programs such as asset purchases by quantitative easing and the Federal Reserve last year made the money supply achieve high growth, the current money supply growth seems to be slowing down.</p><p>In March 2021, the U.S. money supply grew 34.1% year-over-year, down slightly from 39.1% in February and up from 11.3% in March 2020. March data shows that the current high growth of money supply has lasted for 12 months.</p><p>Last year's growth rate of money supply was the highest in history, close to that of the 1970s. This growth trend is likely to continue. At present, the United States has been in an economic crisis for a year. From March to mid-September, about 1 million people filed for unemployment benefits in the United States every week.</p><p>Although by early May 2021, the number of applications for unemployment benefits finally dropped below 500,000, there are still more than 3.8 million unemployed people receiving unemployment benefits, and the total number has not fallen back to the level before the outbreak after a year of epidemic blockade..</p><p>The Federal Reserve and the U.S. Treasury Department are also continuing to introduce policies to \"stimulate\" the economy, such as providing subsidies to unemployed workers and providing liquidity to financial institutions. All along, the Federal Reserve has been buying trillions of dollars in assets, including government debt, promoting new money creation.</p><p><img src=\"https://static.tigerbbs.com/86529de5973bb9b3bfa0106111c9b8c8\" tg-width=\"622\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p>The image above shows Ross<a href=\"https://laohu8.com/S/BCR\">Bud</a>-Salerno Money Supply (TMS) indicator, which provides a better measure of money supply fluctuations than M2. This measure of the money supply is different from M2 in that it contains the deposits of the Treasury Department at the Federal Reserve (excluding short-term deposits, traveler's checks, and retail money funds).</p><p>This indicator shows that the U.S. M2 growth rate reached a record high in March 2021, an increase of 24.2% from 26.9% in February. In March last year, M2 grew 10.1%.</p><p>What does that mean?</p><p>Growth in the money supply is often an effective measure of economic activity. During boom times, commercial banks lend more and the money supply tends to grow rapidly. And when money supply growth slows down, the economy may also fall into recession.</p><p>In addition, the money supply often starts to grow slowly before the economy begins to decline. As a recession approaches, TMS growth rates typically climb and exceed M2 growth rates, as happened for example in the early months of the crises in 2002 and 2009, and similarly in 2020 before the pandemic.</p><p>In tandem with the growth of the US money supply is the growth of the Federal Reserve's balance sheet. After initial balance sheet growth in late 2019, the Fed's total assets surged to nearly $7.2 trillion in June and have rarely fallen below the $7 trillion mark since then.</p><p>The size of the U.S. balance sheet is now heading towards a record high of $8 trillion. These new asset purchases have boosted the Fed's balance sheet far more than the stimulus program during the Great Recession. The Fed's assets are now more than 600% higher than they were before the 2008 financial crisis.</p><p><img src=\"https://static.tigerbbs.com/b0a31ffc60b90ea90e7bc81e64f7df40\" tg-width=\"687\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p><p>It should be noted that some factors are currently inhibiting the growth rate of money supply. For example, year-over-year growth in U.S. commercial and industrial loans has been slowing since February, with loan growth falling to 3.9% in March from 10.1% in February, and loan growth has turned negative in April. If lending activity slows or declines, this will put downward pressure on money supply growth.</p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. money supply growth slowed down in March. What signal did it send?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. money supply growth slowed down in March. What signal did it send?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-05-18 23:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The U.S. M2 growth rate reached a record high in March 2021, up 24.2% from February's 26.9%. After hitting record highs for three consecutive months, U.S. money supply growth slowed to a 10-month low in March. Although the introduction of stimulus programs such as asset purchases by quantitative easing and the Federal Reserve last year made the money supply achieve high growth, the current money supply growth seems to be slowing down.</p><p>In March 2021, the U.S. money supply grew 34.1% year-over-year, down slightly from 39.1% in February and up from 11.3% in March 2020. March data shows that the current high growth of money supply has lasted for 12 months.</p><p>Last year's growth rate of money supply was the highest in history, close to that of the 1970s. This growth trend is likely to continue. At present, the United States has been in an economic crisis for a year. From March to mid-September, about 1 million people filed for unemployment benefits in the United States every week.</p><p>Although by early May 2021, the number of applications for unemployment benefits finally dropped below 500,000, there are still more than 3.8 million unemployed people receiving unemployment benefits, and the total number has not fallen back to the level before the outbreak after a year of epidemic blockade..</p><p>The Federal Reserve and the U.S. Treasury Department are also continuing to introduce policies to \"stimulate\" the economy, such as providing subsidies to unemployed workers and providing liquidity to financial institutions. All along, the Federal Reserve has been buying trillions of dollars in assets, including government debt, promoting new money creation.</p><p><img src=\"https://static.tigerbbs.com/86529de5973bb9b3bfa0106111c9b8c8\" tg-width=\"622\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p>The image above shows Ross<a href=\"https://laohu8.com/S/BCR\">Bud</a>-Salerno Money Supply (TMS) indicator, which provides a better measure of money supply fluctuations than M2. This measure of the money supply is different from M2 in that it contains the deposits of the Treasury Department at the Federal Reserve (excluding short-term deposits, traveler's checks, and retail money funds).</p><p>This indicator shows that the U.S. M2 growth rate reached a record high in March 2021, an increase of 24.2% from 26.9% in February. In March last year, M2 grew 10.1%.</p><p>What does that mean?</p><p>Growth in the money supply is often an effective measure of economic activity. During boom times, commercial banks lend more and the money supply tends to grow rapidly. And when money supply growth slows down, the economy may also fall into recession.</p><p>In addition, the money supply often starts to grow slowly before the economy begins to decline. As a recession approaches, TMS growth rates typically climb and exceed M2 growth rates, as happened for example in the early months of the crises in 2002 and 2009, and similarly in 2020 before the pandemic.</p><p>In tandem with the growth of the US money supply is the growth of the Federal Reserve's balance sheet. After initial balance sheet growth in late 2019, the Fed's total assets surged to nearly $7.2 trillion in June and have rarely fallen below the $7 trillion mark since then.</p><p>The size of the U.S. balance sheet is now heading towards a record high of $8 trillion. These new asset purchases have boosted the Fed's balance sheet far more than the stimulus program during the Great Recession. The Fed's assets are now more than 600% higher than they were before the 2008 financial crisis.</p><p><img src=\"https://static.tigerbbs.com/b0a31ffc60b90ea90e7bc81e64f7df40\" tg-width=\"687\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p><p>It should be noted that some factors are currently inhibiting the growth rate of money supply. For example, year-over-year growth in U.S. commercial and industrial loans has been slowing since February, with loan growth falling to 3.9% in March from 10.1% in February, and loan growth has turned negative in April. If lending activity slows or declines, this will put downward pressure on money supply growth.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/details/74683\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62b889d823b16eb88fde7821485a6ea1","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","OEF":"标普100指数ETF-iShares","DXD":"两倍做空道琼30指数ETF-ProShares",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","IVV":"标普500ETF-iShares","SPY":"标普500ETF","UDOW":"三倍做多道指30ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","OEX":"标普100",".DJI":"道琼斯","DJX":"1/100道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","DOG":"道指ETF-ProShares做空"},"source_url":"https://xnews.jin10.com/details/74683","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176256005","content_text":"美国M2增长率在2021年3月达到了历史新高，比2月的26.9%增长了24.2%。\n\n在连续三个月触及历史新高之后，美国货币供应增长在3月份放缓，降至10个月来的低点。虽然去年量化宽松和美联储购买资产等刺激方案的出台，令货币供应实现高增长，但目前货币供应增长似乎出现了放缓的趋势。\n2021年3月，美国货币供应量同比增长34.1%，比2月份的39.1%略有下降，比2020年3月的11.3%有所上升。3月份数据显示，目前货币供应量的高增长已持续了12个月。\n去年的货币供应增长率是史上最高的，接近于1970年代时期。这个增长趋势很可能会继续下去，目前美国已陷入经济危机持续一年。从3月到9月中旬，美国每周约有100万人申请失业救济。\n虽然到2021年5月初，申请失业救济最终降至50万人以下，但目前依然累计有380多万失业人员领取失业救济，总人数在疫情封锁一年之后也未能回落到疫情爆发前的水平。\n美联储和美国财政部也在持续出台“刺激”经济的相关政策，例如为失业工人提供补贴，以及为金融机构提供流动性。一直以来，美联储在购买数万亿美元包括政府债务的资产，推动了新的货币创造。\n\n上图显示了罗斯巴德-萨勒诺货币供应量（TMS）指标，这个指标提供了比M2更好的反映货币供应波动的度量。这种衡量货币供应量的指标与M2不同，它包含了财政部在美联储的存款（不包括短期存款、旅行支票和零售货币基金）。\n这个指标显示，美国M2增长率在2021年3月达到了历史新高，比2月的26.9%增长了24.2%。去年3月，M2增长了10.1%。\n这意味着什么？\n货币供应量的增长通常是衡量经济活动的有效指标。在经济繁荣时期，商业银行会发放更多贷款，货币供应往往会迅速增长。而当货币供应增长放缓，经济也可能陷入了衰退。\n另外，货币供应量往往在经济开始衰退之前就开始缓慢增长。随着经济衰退的临近，TMS增长率通常会攀升，并超过M2增长率，例如发生在2002年和2009年危机的前几个月，类似的情况还有2020年疫情爆发之前。\n与美国货币供应增长同步的是美联储资产负债表的增长。在2019年末初始资产负债表增长之后，美联储总资产在6月份飙升至近7.2万亿美元，此后很少跌破7万亿美元关口。\n美国资产负债表规模目前正朝着8万亿美元的历史新高迈进。这些新的资产购买计划对美联储资产负债表的推动，远远超过了大衰退（Great Recession）期间刺激计划的程度。美联储的资产现在比2008年金融危机前增加了超过600%。\n\n需要注意的是，目前一些因素正在抑制货币供应增速。例如，自2月份以来，美国商业和工业贷款同比增速一直放缓，贷款增速从2月份的10.1%降至3月份的3.9%，且贷款增长在4月份已转为负。如果贷款活动放缓或下降，这将给货币供应增长带来下行压力。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SDOW":0.9,"SPY":0.9,"OEX":0.9,"DOG":0.9,"MNQmain":0.9,"IVV":0.9,"NQmain":0.9,"SDS":0.9,"QID":0.9,".IXIC":0.9,"UDOW":0.9,"OEF":0.9,"QLD":0.9,"QQQ":0.9,".DJI":0.9,"DJX":0.9,"DXD":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194804242,"gmtCreate":1621351280886,"gmtModify":1704356307263,"author":{"id":"3582603564454110","authorId":"3582603564454110","name":"Jerry6666","avatar":"https://static.tigerbbs.com/341ac0d8c7e78a01f49f688b745e56f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582603564454110","idStr":"3582603564454110"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194804242","repostId":"1167406373","repostType":4,"repost":{"id":"1167406373","kind":"news","pubTimestamp":1621350147,"share":"https://ttm.financial/m/news/1167406373?lang=en_US&edition=fundamental","pubTime":"2021-05-18 23:02","market":"us","language":"zh","title":"Gundlach: The Fed has been manipulating markets for a long time","url":"https://stock-news.laohu8.com/highlight/detail?id=1167406373","media":"金十数据","summary":"现在距离30年美债收益率到顶还差得很远，这是一个值得警惕的风险因素。\n\nDoubleLine Capital的创始人兼首席执行官杰弗里·冈拉克（Jeffrey Gundlach）表示：\n\n “\n 美联","content":"<p>It is still far from the peak of 30-year U.S. bond yields, which is a risk factor worthy of vigilance. Jeffrey Gundlach, founder and CEO of DoubleLine Capital, said:</p><p>“<b>The Fed has been manipulating markets for a long time.</b>Asset valuations are already very, very high thanks to a surprising amount of stimulus. Since the Federal Reserve began its quantitative easing, there has been a connection between the Fed's ever-expanding balance sheet and the S&P 500 index, which is like a law of physics. If you divide the market value of the S&P 500 by the Fed's balance sheet, it looks like a constant. Even though the stock market valuation is high from historical levels, compared with bonds, it is still below the average. \" Last Wednesday, the U.S. Bureau of Labor Statistics reported that the CPI in April rose 0.8% from March, far exceeding market expectations. Excluding food and energy, core inflation rose 0.9% from last month, the biggest monthly increase since 1982. Furthermore, the CPI rose 4.2% in April compared to the same period last year, a faster-than-expected increase and the largest increase since September 2008.</p><p>The April CPI was above DoubleLine's forecast. DoubleLine Capital's models predict that inflation could rise in the coming months and could peak in July, Gundlach said.</p><p>\"If inflation continues to move higher, then there will be concerns about whether inflation is temporary.<b>It is still far from the peak of 30-year U.S. bond yields, which is a risk factor worthy of vigilance.</b>In terms of opportunities, Gundlach, who was once very bullish on commodities, said that short-term commodity gains were too large.</p><p>Gundlach believes the dollar could see some gains by year-end.</p><p>Since January, Gundlach's advice has been to hold floating-rate corporate bonds, such as bank loans, such as the InvescoSenior Loan (BKLN) ETTF.</p><p>\"In 2020, BKLN was basically a net outflow, because people thought it would be zero interest rates for a long period of time, but now people are beginning to change their thinking and think that short-term interest rates will eventually rise. Bank loans have the same maturity as other investment-grade bonds. Or longer maturities, so I prefer bank loans.\" DoubleLine also recently made its first buy in European stocks. Gundlach said:</p><p>\"We have never held any European stocks. We don't like negative interest rates in Europe, and there are various structural problems in the euro zone. DoubleLine's long-term view is that the dollar is lower, which is a positive factor for European stocks. The performance of European stocks this year is basically the same or slightly better than that of American stocks. This is another trend that is changing. Just as the Nasdaq stopped outperforming the S&P 500, suddenly non-American stocks started to rise, and European stocks started to outperform a little. \" While it's early, Gundlach is long-term bullish on emerging-market stocks.</p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gundlach: The Fed has been manipulating markets for a long time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGundlach: The Fed has been manipulating markets for a long time\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-05-18 23:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It is still far from the peak of 30-year U.S. bond yields, which is a risk factor worthy of vigilance. Jeffrey Gundlach, founder and CEO of DoubleLine Capital, said:</p><p>“<b>The Fed has been manipulating markets for a long time.</b>Asset valuations are already very, very high thanks to a surprising amount of stimulus. Since the Federal Reserve began its quantitative easing, there has been a connection between the Fed's ever-expanding balance sheet and the S&P 500 index, which is like a law of physics. If you divide the market value of the S&P 500 by the Fed's balance sheet, it looks like a constant. Even though the stock market valuation is high from historical levels, compared with bonds, it is still below the average. \" Last Wednesday, the U.S. Bureau of Labor Statistics reported that the CPI in April rose 0.8% from March, far exceeding market expectations. Excluding food and energy, core inflation rose 0.9% from last month, the biggest monthly increase since 1982. Furthermore, the CPI rose 4.2% in April compared to the same period last year, a faster-than-expected increase and the largest increase since September 2008.</p><p>The April CPI was above DoubleLine's forecast. DoubleLine Capital's models predict that inflation could rise in the coming months and could peak in July, Gundlach said.</p><p>\"If inflation continues to move higher, then there will be concerns about whether inflation is temporary.<b>It is still far from the peak of 30-year U.S. bond yields, which is a risk factor worthy of vigilance.</b>In terms of opportunities, Gundlach, who was once very bullish on commodities, said that short-term commodity gains were too large.</p><p>Gundlach believes the dollar could see some gains by year-end.</p><p>Since January, Gundlach's advice has been to hold floating-rate corporate bonds, such as bank loans, such as the InvescoSenior Loan (BKLN) ETTF.</p><p>\"In 2020, BKLN was basically a net outflow, because people thought it would be zero interest rates for a long period of time, but now people are beginning to change their thinking and think that short-term interest rates will eventually rise. Bank loans have the same maturity as other investment-grade bonds. Or longer maturities, so I prefer bank loans.\" DoubleLine also recently made its first buy in European stocks. Gundlach said:</p><p>\"We have never held any European stocks. We don't like negative interest rates in Europe, and there are various structural problems in the euro zone. DoubleLine's long-term view is that the dollar is lower, which is a positive factor for European stocks. The performance of European stocks this year is basically the same or slightly better than that of American stocks. This is another trend that is changing. Just as the Nasdaq stopped outperforming the S&P 500, suddenly non-American stocks started to rise, and European stocks started to outperform a little. \" While it's early, Gundlach is long-term bullish on emerging-market stocks.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/details/74695\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://xnews.jin10.com/details/74695","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167406373","content_text":"现在距离30年美债收益率到顶还差得很远，这是一个值得警惕的风险因素。\n\nDoubleLine Capital的创始人兼首席执行官杰弗里·冈拉克（Jeffrey Gundlach）表示：\n\n “\n 美联储长期以来一直在操纵市场。由于数量惊人的刺激，资产估值已经非常非常高。自从美联储开始量化宽松以来，美联储不断扩大资产负债表与标准普尔500指数之间就存在着某种联系，这就像是物理定律。如果将标普500的市值除以美联储的资产负债表，看起来就是一个常数。即使从历史水平来看股市估值很高，但跟债券比相比，还是低于均值。”\n\n上周三，美国劳工统计局报告称，4月的CPI比3月份上涨了0.8％，远远超出市场预期。除去食品和能源，核心通货膨胀率较上个月上涨了0.9％，是自1982年以来的最大单月涨幅。此外，与去年同期相比，4月份CPI上涨了4.2％，增幅快于预期，是自2008年9月以来的最大涨幅。\n4月CPI高于DoubleLine的预测。冈拉克说，DoubleLine Capital的模型预测通货膨胀率可能在未来几个月内上升，并可能在7月达到顶峰。\n\n “如果通胀继续走高，那么人们会担心通胀是否是暂时的。\n 现在距离30年美债收益率到顶还差得很远，这是一个值得警惕的风险因素。”\n\n在机会方面，曾非常看好大宗商品的冈拉克表示，短期商品涨幅过大。\n冈拉克认为，到年底美元可能会有所上涨。\n自一月份以来，冈拉克的建议是持有浮动利率的公司债券，如银行贷款，如the InvescoSenior Loan (BKLN) ETTF。\n\n “2020年BKLN基本都是净流出，因为人们认为在相当长的时期为零利率，但现在人们开始转变思路，觉得短端利率最终也会上行。银行贷款与其他投资级债券比，具有相同期限或更长的期限，因此，我倾向银行贷款。”\n\nDoubleLine最近还首次买入了欧洲股票。冈拉克称：\n\n “我们从未持有过任何欧洲股票。我们不喜欢欧洲的负利率，并且欧元区有各种结构性问题。DoubleLine的长期观点是美元走低，这对欧洲股票来说是个利好因素。欧洲股市今年的表现与美国股市基本相同或略好。这是另外一个正在改变的趋势。就像纳斯达克指数不再跑赢标准普尔500指数一样，突然之间，非美股市开始涨了，欧洲股市开始略胜一筹。”\n\n虽然还为时过早，但冈拉克长期看好新兴市场股票。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192355407,"gmtCreate":1621150955809,"gmtModify":1704353422427,"author":{"id":"3582603564454110","authorId":"3582603564454110","name":"Jerry6666","avatar":"https://static.tigerbbs.com/341ac0d8c7e78a01f49f688b745e56f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582603564454110","idStr":"3582603564454110"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192355407","repostId":"2135899509","repostType":4,"isVote":1,"tweetType":1,"viewCount":3056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192355133,"gmtCreate":1621150888022,"gmtModify":1704353421457,"author":{"id":"3582603564454110","authorId":"3582603564454110","name":"Jerry6666","avatar":"https://static.tigerbbs.com/341ac0d8c7e78a01f49f688b745e56f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582603564454110","idStr":"3582603564454110"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/192355133","repostId":"2135498979","repostType":4,"isVote":1,"tweetType":1,"viewCount":3825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102100409,"gmtCreate":1620181017001,"gmtModify":1704339835190,"author":{"id":"3582603564454110","authorId":"3582603564454110","name":"Jerry6666","avatar":"https://static.tigerbbs.com/341ac0d8c7e78a01f49f688b745e56f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582603564454110","idStr":"3582603564454110"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102100409","repostId":"1143138708","repostType":4,"repost":{"id":"1143138708","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1620179646,"share":"https://ttm.financial/m/news/1143138708?lang=en_US&edition=fundamental","pubTime":"2021-05-05 09:54","market":"other","language":"zh","title":"Plunged nearly 8%! Bitcoin's gone? The biggest \"short\" is coming!","url":"https://stock-news.laohu8.com/highlight/detail?id=1143138708","media":"券商中国","summary":"以太坊正与比特币进行一轮较量！\n与A股市场一季度调整后极为相似的一点，除了白酒，资金也开始挖掘其他有意思的股票。现在，数字货币市场的投资者，也开始将更多的资金配置到以太坊，而不是只买比特币。\n全球第二","content":"<p>Ethereum is taking on a round with Bitcoin!</p><p>Very similar to the adjustment of the A-share market in the first quarter, in addition to liquor, funds have also begun to explore other interesting stocks. Now, investors in the digital currency market are also beginning to allocate more funds to Ethereum instead of just buying Bitcoin.</p><p>Ethereum, the world's second largest market capitalization, is leading a new round of market, just like Moutai is not equal to A shares, and Bitcoin is not equal to digital currency. In the last 30 days, the price of Ethereum has risen by 60%, hitting a record high, while Bitcoin has fallen by 7% in the same period.</p><p><img src=\"https://static.tigerbbs.com/048e74fd6bb30e2fe3bbc0df378875ab\" tg-width=\"828\" tg-height=\"133\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that Bitcoin fell from above $58,000 on Monday to a minimum of less than $54,000. At the beginning of the U.S. stock market on May 4, Bitcoin reached above $55,000. After Yellen's remarks about a small rate hike, it fell below $54,000, and the decline expanded to nearly 8% within 24 hours. As of the close of U.S. stocks, Bitcoin returned to above $54,000.</p><p><img src=\"https://static.tigerbbs.com/f4bbf850a6177a9f4f3cfb522998404b\" tg-width=\"946\" tg-height=\"521\" referrerpolicy=\"no-referrer\"></p><p>In addition, Dogecoin soared 40% in 24 hours. Data shows that the market value of Dogecoin has now surpassed that of Ripple, ranking fourth. On the evening of May 4, Dogecoin stood at $0.6 per coin, setting a new record high. It has nearly doubled in the past seven days, and if counted from the beginning of this year, the increase has exceeded 100 times.</p><p><img src=\"https://static.tigerbbs.com/5175529af106c0e929a0915abfc60dc7\" tg-width=\"933\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p><p>For quite a long time in the past, Bitcoin's performance has led the market for a long time, just like Maotai, the stock king, has led A shares. This change in the digital currency market seems to be trending. Bitcoin's share in the total digital currency market reached 80% in 2017 and dropped to 60% in July last year. During May Day this year, the market value of Bitcoin dropped to 47%, while the market value of Ethereum has continued to increase in the past three years, and now it has reached nearly 18% of the total market value of the currency circle.</p><p>In terms of financing accounts, a large number of stock investors who are used to over-the-counter fund allocation and margin financing and securities lending have entered the digital currency market, resulting in the continuous growth of financing accounts in Ethereum and Bitcoin. In the last 24 hours, a total of 142,292 fund-raising or financing accounts have liquidated positions exceeding RMB 6.6 billion, most of which came from margin financing and securities lending accounts of Bitcoin and Ethereum.</p><p><b>Money flows out of Bitcoin, Ethereum goes out of the independent market</b></p><p>Just as many stock investors regard Bitcoin as their full understanding of the digital currency market, the price of Ethereum hit a record high.</p><p>On May 4, the price of Ethereum, the world's second-largest digital currency, topped $3,500, and the price increased by nearly 13% in 24 hours. The price of $3,500 also means that Ethereum has hit a new all-time high, and this happened within one month of the Bitcoin price correction. As of the morning of May 5, Ethereum price was maintained at $3,300.</p><p>This strength of Ethereum is directly related to Bitcoin's recent weakness. The rotation and structural adjustment of the digital currency market and A-shares have similar characteristics. In<a href=\"https://laohu8.com/S/600519\">Kweichow Moutai</a>During the recent weak shock, many second-tier blue-chip varieties have gone out of their independent market in the recent A-share market, and even hit record highs.</p><p>It is precisely because of the market characteristics of this trade-off that the strength of Ethereum makes some investors think that Ethereum may become the biggest short position in Bitcoin!</p><p><b>Ethereum may become the largest short on Bitcoin?</b></p><p>\"In the long run, I do think Bitcoin's short is Ethereum.\" Crypto Cobain, a well-known trader and analyst, believes that if Ethereum continues to rise beyond Bitcoin's market cap, then this could hurt the success of the leading crypto asset, as long-term Bitcoin asset holders will swap their holdings for Ethereum.</p><p>Chinese brokerage reporters also noticed that Bitcoin's share of global digital currency market value once reached 80% in March 2017, while the market value of many digital currencies, including Ethereum, accounted for only 20%. Now, with the awakening of altcoin prices, Bitcoin's market value share is declining day by day. In August 2019, Bitcoin's market value share dropped to 70%, and altcoins' market value share rose to 30%. In 2020 In July, Bitcoin's market value share dropped to 60%.</p><p>As the price of Ethereum continues to strengthen since 2021, as of May 5, 2021, in the overall market value of the encryption market, Bitcoin's market value has dropped to 47%, while Ethereum's market value has risen to 18%.</p><p>Market research firm FundStrata says the cryptocurrency narrative is shifting from Bitcoin to Ethereum, setting a $10,000 price target for Ethereum this year. FundStrata is bullish on Ethereum due to new financial applications being developed on the Ethereum network, which has grown significantly in size over the past year. The fees these apps incur for the Ethereum network are about 3 times that of Bitcoin, while Bitcoin has a market cap of 3 times. FundStrata also expects Bitcoin to reach $100,000 this year, while the total market capitalization of digital currencies will reach $5 trillion.</p><p><b>Bitcoin contributed less than 5%, and 90% of the company's profits from currency speculation came from Ethereum</b></p><p>Just like after the market value of Kweichow Moutai reached 3 trillion in early February this year, smart funds have begun to increase the allocation of other stock assets. When the price of Bitcoin once approached an astonishing $70,000, more and more funds are also flowing to Ethereum instead of just buying Bitcoin.</p><p>On May 3, Nasdaq-listed digital payment technology company Mogo announced that it had purchased approximately 146 Ethereum coins at an average price of $2,780. Mogo plans to invest 5% of its cash and portfolio value in cryptocurrencies. The company has invested in Bitcoin and has acquired about 18 Bitcoin pieces on the open market so far, trading for an average price of $33,083.</p><p>Hong Kong-listed companies investing 600 million yuan in digital currencies<a href=\"https://laohu8.com/S/01357\">Meitu Corporation</a>, its investment strategy in digital currency is extremely forward-looking-it does not put \"treasure\" on the Bitcoin, but takes the overpriced Bitcoin as the second largest asset, and takes Ethereum as the asset with the largest proportion of positions, which is obviously different from the traditional \"leek\"-that is, those small stocks that simply equate Bitcoin with digital currency.</p><p>According to the cost of Meitu's investment, this Hong Kong stock company holds a total of 31,000 Ethereum shares, and the holding cost is about US $1,480. As of the morning of May 5, 2021, the unit price of Ethereum exceeded US $3,330, which means that Meitu's The profit on Ethereum is as high as US $57.35 million, equivalent to a profit of 371 million yuan in RMB.</p><p>In terms of investment in Bitcoin, the average price of Meitu's Bitcoin positions is about US $52,653 each, and Meitu holds a total of 940.1 Bitcoin. As of the early hours of May 5, 2021, Bitcoin's price remained around $54,800. In other words, Meitu's profit on Bitcoin is about US $2 million, which is equivalent to RMB 12.94 million.</p><p>Overall, Meitu invested 600 million yuan in digital currency, making a total profit of 384 million yuan, of which Ethereum contributed 96.6% to profits, and Bitcoin contributed only 3% to profits.</p><p><b>Why does the weakening Bitcoin still receive enough attention?</b></p><p>Although Bitcoin's ability to contribute profitability in the short term has been greatly weakened, this does not mean that the attractiveness of Bitcoin is completely lost to Ethereum.</p><p>Understand this problem, just like A-share investors view Kweichow Moutai. Although Kweichow Moutai has caused many investors who chase high prices to suffer heavy losses after its sharp rise, as long as the price of Kweichow Moutai falls sufficiently, it can attract more investors to re-enter.</p><p>For many A-share fund managers, Kweichow Moutai is not only about its stock price performance in one or two quarters. Although many fund managers admit that holding Kweichow Moutai may face short-term failure to make money or even underperform those fund managers who hold other stocks, according to the quarterly reports of fund companies, it can be seen that well-known fund managers including Zhang Kun, Liu Yanchun and Wang Zonghe still give Kweichow Moutai a sufficient proportion of positions among the top ten awkward stocks at the end of the first quarter of this year.</p><p><b>The mentality and strategy of the above-mentioned A-share fund managers holding positions in Kweichow Moutai are exactly the same as those of large institutions who continue to hold positions in Bitcoin. Although the price of Bitcoin seems too high and the upward flexibility may continue to underperform in a quarter or two, these institutions still regard Bitcoin as the main asset.</b></p><p>On April 30, MicroStrategy, a US-listed company, announced its financial report for the first quarter of 2021. The financial report shows that in the first quarter of 2021, it purchased a total of approximately 20,857 Bitcoin pieces for US $1.086 billion, with an average purchase price of US $52,087 each.</p><p>Also includes those who have a soft spot for digital currency<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Musk, CEO of the company, invested US $1.5 billion to enter the digital currency market in the first quarter of this year. Instead of diversifying the investment, the US $1.5 billion was all bought as a single product of Bitcoin. It is obvious that Musk, who has a deep understanding of the digital currency market, has a strong performance on Ethereum, but he still only buys Bitcoin. This reflects Musk's personal investment understanding, and A-share fund managers know that Kweichow Moutai is impossible to outperform other second-tier blue chips in a quarter or two, but these fund managers still put a very large proportion of investment in Kweichow Moutai stock.</p><p><b>Bitcoin and Ethereum margin trading and securities lending accounts have many liquidations</b></p><p>It is worth mentioning that in the recent month when Ethereum rose sharply and the Bitcoin continued to fall, the digital currency market also experienced a large-scale liquidation.</p><p>Obviously, a basic common sense is that buying Bitcoin and Ethereum itself will not explode, just like an A-share investor who buys Kweichow Moutai, it is impossible to face explosion. However, if an investor buys Kweichow Moutai near the stock price of 2,500 yuan with 10 times leverage-up to now, Kweichow Moutai has dropped to around 2,000 yuan, then the 10 times leverage of the position held by the stock investor will inevitably explode if there is no margin call.</p><p>The liquidation of Bitcoin and Ethereum was also caused by investors' highly leveraged transactions.</p><p>Brokerage China reporters noticed that as of the morning of May 5, 2021, a total of 142,292 people had liquidated their positions in the last 24 hours, with a total liquidation amount of US $1.02 billion, equivalent to 6.6 billion yuan. Among the above-mentioned liquidation amount of US $1.02 billion, the largest liquidation came from shorting Bitcoin. Bitcoin's financing account liquidated about US $247 million, followed by Ethereum's financing account, which liquidated US $230 million, and Ripple's financing account ranked third, with a liquidation amount of US $46.21 million.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Plunged nearly 8%! Bitcoin's gone? The biggest \"short\" is coming!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPlunged nearly 8%! Bitcoin's gone? The biggest \"short\" is coming!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2021-05-05 09:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Ethereum is taking on a round with Bitcoin!</p><p>Very similar to the adjustment of the A-share market in the first quarter, in addition to liquor, funds have also begun to explore other interesting stocks. Now, investors in the digital currency market are also beginning to allocate more funds to Ethereum instead of just buying Bitcoin.</p><p>Ethereum, the world's second largest market capitalization, is leading a new round of market, just like Moutai is not equal to A shares, and Bitcoin is not equal to digital currency. In the last 30 days, the price of Ethereum has risen by 60%, hitting a record high, while Bitcoin has fallen by 7% in the same period.</p><p><img src=\"https://static.tigerbbs.com/048e74fd6bb30e2fe3bbc0df378875ab\" tg-width=\"828\" tg-height=\"133\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that Bitcoin fell from above $58,000 on Monday to a minimum of less than $54,000. At the beginning of the U.S. stock market on May 4, Bitcoin reached above $55,000. After Yellen's remarks about a small rate hike, it fell below $54,000, and the decline expanded to nearly 8% within 24 hours. As of the close of U.S. stocks, Bitcoin returned to above $54,000.</p><p><img src=\"https://static.tigerbbs.com/f4bbf850a6177a9f4f3cfb522998404b\" tg-width=\"946\" tg-height=\"521\" referrerpolicy=\"no-referrer\"></p><p>In addition, Dogecoin soared 40% in 24 hours. Data shows that the market value of Dogecoin has now surpassed that of Ripple, ranking fourth. On the evening of May 4, Dogecoin stood at $0.6 per coin, setting a new record high. It has nearly doubled in the past seven days, and if counted from the beginning of this year, the increase has exceeded 100 times.</p><p><img src=\"https://static.tigerbbs.com/5175529af106c0e929a0915abfc60dc7\" tg-width=\"933\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p><p>For quite a long time in the past, Bitcoin's performance has led the market for a long time, just like Maotai, the stock king, has led A shares. This change in the digital currency market seems to be trending. Bitcoin's share in the total digital currency market reached 80% in 2017 and dropped to 60% in July last year. During May Day this year, the market value of Bitcoin dropped to 47%, while the market value of Ethereum has continued to increase in the past three years, and now it has reached nearly 18% of the total market value of the currency circle.</p><p>In terms of financing accounts, a large number of stock investors who are used to over-the-counter fund allocation and margin financing and securities lending have entered the digital currency market, resulting in the continuous growth of financing accounts in Ethereum and Bitcoin. In the last 24 hours, a total of 142,292 fund-raising or financing accounts have liquidated positions exceeding RMB 6.6 billion, most of which came from margin financing and securities lending accounts of Bitcoin and Ethereum.</p><p><b>Money flows out of Bitcoin, Ethereum goes out of the independent market</b></p><p>Just as many stock investors regard Bitcoin as their full understanding of the digital currency market, the price of Ethereum hit a record high.</p><p>On May 4, the price of Ethereum, the world's second-largest digital currency, topped $3,500, and the price increased by nearly 13% in 24 hours. The price of $3,500 also means that Ethereum has hit a new all-time high, and this happened within one month of the Bitcoin price correction. As of the morning of May 5, Ethereum price was maintained at $3,300.</p><p>This strength of Ethereum is directly related to Bitcoin's recent weakness. The rotation and structural adjustment of the digital currency market and A-shares have similar characteristics. In<a href=\"https://laohu8.com/S/600519\">Kweichow Moutai</a>During the recent weak shock, many second-tier blue-chip varieties have gone out of their independent market in the recent A-share market, and even hit record highs.</p><p>It is precisely because of the market characteristics of this trade-off that the strength of Ethereum makes some investors think that Ethereum may become the biggest short position in Bitcoin!</p><p><b>Ethereum may become the largest short on Bitcoin?</b></p><p>\"In the long run, I do think Bitcoin's short is Ethereum.\" Crypto Cobain, a well-known trader and analyst, believes that if Ethereum continues to rise beyond Bitcoin's market cap, then this could hurt the success of the leading crypto asset, as long-term Bitcoin asset holders will swap their holdings for Ethereum.</p><p>Chinese brokerage reporters also noticed that Bitcoin's share of global digital currency market value once reached 80% in March 2017, while the market value of many digital currencies, including Ethereum, accounted for only 20%. Now, with the awakening of altcoin prices, Bitcoin's market value share is declining day by day. In August 2019, Bitcoin's market value share dropped to 70%, and altcoins' market value share rose to 30%. In 2020 In July, Bitcoin's market value share dropped to 60%.</p><p>As the price of Ethereum continues to strengthen since 2021, as of May 5, 2021, in the overall market value of the encryption market, Bitcoin's market value has dropped to 47%, while Ethereum's market value has risen to 18%.</p><p>Market research firm FundStrata says the cryptocurrency narrative is shifting from Bitcoin to Ethereum, setting a $10,000 price target for Ethereum this year. FundStrata is bullish on Ethereum due to new financial applications being developed on the Ethereum network, which has grown significantly in size over the past year. The fees these apps incur for the Ethereum network are about 3 times that of Bitcoin, while Bitcoin has a market cap of 3 times. FundStrata also expects Bitcoin to reach $100,000 this year, while the total market capitalization of digital currencies will reach $5 trillion.</p><p><b>Bitcoin contributed less than 5%, and 90% of the company's profits from currency speculation came from Ethereum</b></p><p>Just like after the market value of Kweichow Moutai reached 3 trillion in early February this year, smart funds have begun to increase the allocation of other stock assets. When the price of Bitcoin once approached an astonishing $70,000, more and more funds are also flowing to Ethereum instead of just buying Bitcoin.</p><p>On May 3, Nasdaq-listed digital payment technology company Mogo announced that it had purchased approximately 146 Ethereum coins at an average price of $2,780. Mogo plans to invest 5% of its cash and portfolio value in cryptocurrencies. The company has invested in Bitcoin and has acquired about 18 Bitcoin pieces on the open market so far, trading for an average price of $33,083.</p><p>Hong Kong-listed companies investing 600 million yuan in digital currencies<a href=\"https://laohu8.com/S/01357\">Meitu Corporation</a>, its investment strategy in digital currency is extremely forward-looking-it does not put \"treasure\" on the Bitcoin, but takes the overpriced Bitcoin as the second largest asset, and takes Ethereum as the asset with the largest proportion of positions, which is obviously different from the traditional \"leek\"-that is, those small stocks that simply equate Bitcoin with digital currency.</p><p>According to the cost of Meitu's investment, this Hong Kong stock company holds a total of 31,000 Ethereum shares, and the holding cost is about US $1,480. As of the morning of May 5, 2021, the unit price of Ethereum exceeded US $3,330, which means that Meitu's The profit on Ethereum is as high as US $57.35 million, equivalent to a profit of 371 million yuan in RMB.</p><p>In terms of investment in Bitcoin, the average price of Meitu's Bitcoin positions is about US $52,653 each, and Meitu holds a total of 940.1 Bitcoin. As of the early hours of May 5, 2021, Bitcoin's price remained around $54,800. In other words, Meitu's profit on Bitcoin is about US $2 million, which is equivalent to RMB 12.94 million.</p><p>Overall, Meitu invested 600 million yuan in digital currency, making a total profit of 384 million yuan, of which Ethereum contributed 96.6% to profits, and Bitcoin contributed only 3% to profits.</p><p><b>Why does the weakening Bitcoin still receive enough attention?</b></p><p>Although Bitcoin's ability to contribute profitability in the short term has been greatly weakened, this does not mean that the attractiveness of Bitcoin is completely lost to Ethereum.</p><p>Understand this problem, just like A-share investors view Kweichow Moutai. Although Kweichow Moutai has caused many investors who chase high prices to suffer heavy losses after its sharp rise, as long as the price of Kweichow Moutai falls sufficiently, it can attract more investors to re-enter.</p><p>For many A-share fund managers, Kweichow Moutai is not only about its stock price performance in one or two quarters. Although many fund managers admit that holding Kweichow Moutai may face short-term failure to make money or even underperform those fund managers who hold other stocks, according to the quarterly reports of fund companies, it can be seen that well-known fund managers including Zhang Kun, Liu Yanchun and Wang Zonghe still give Kweichow Moutai a sufficient proportion of positions among the top ten awkward stocks at the end of the first quarter of this year.</p><p><b>The mentality and strategy of the above-mentioned A-share fund managers holding positions in Kweichow Moutai are exactly the same as those of large institutions who continue to hold positions in Bitcoin. Although the price of Bitcoin seems too high and the upward flexibility may continue to underperform in a quarter or two, these institutions still regard Bitcoin as the main asset.</b></p><p>On April 30, MicroStrategy, a US-listed company, announced its financial report for the first quarter of 2021. The financial report shows that in the first quarter of 2021, it purchased a total of approximately 20,857 Bitcoin pieces for US $1.086 billion, with an average purchase price of US $52,087 each.</p><p>Also includes those who have a soft spot for digital currency<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Musk, CEO of the company, invested US $1.5 billion to enter the digital currency market in the first quarter of this year. Instead of diversifying the investment, the US $1.5 billion was all bought as a single product of Bitcoin. It is obvious that Musk, who has a deep understanding of the digital currency market, has a strong performance on Ethereum, but he still only buys Bitcoin. This reflects Musk's personal investment understanding, and A-share fund managers know that Kweichow Moutai is impossible to outperform other second-tier blue chips in a quarter or two, but these fund managers still put a very large proportion of investment in Kweichow Moutai stock.</p><p><b>Bitcoin and Ethereum margin trading and securities lending accounts have many liquidations</b></p><p>It is worth mentioning that in the recent month when Ethereum rose sharply and the Bitcoin continued to fall, the digital currency market also experienced a large-scale liquidation.</p><p>Obviously, a basic common sense is that buying Bitcoin and Ethereum itself will not explode, just like an A-share investor who buys Kweichow Moutai, it is impossible to face explosion. However, if an investor buys Kweichow Moutai near the stock price of 2,500 yuan with 10 times leverage-up to now, Kweichow Moutai has dropped to around 2,000 yuan, then the 10 times leverage of the position held by the stock investor will inevitably explode if there is no margin call.</p><p>The liquidation of Bitcoin and Ethereum was also caused by investors' highly leveraged transactions.</p><p>Brokerage China reporters noticed that as of the morning of May 5, 2021, a total of 142,292 people had liquidated their positions in the last 24 hours, with a total liquidation amount of US $1.02 billion, equivalent to 6.6 billion yuan. Among the above-mentioned liquidation amount of US $1.02 billion, the largest liquidation came from shorting Bitcoin. Bitcoin's financing account liquidated about US $247 million, followed by Ethereum's financing account, which liquidated US $230 million, and Ripple's financing account ranked third, with a liquidation amount of US $46.21 million.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/91dd12c1356cedee52ba68ec47866949","relate_stocks":{"EBON":"亿邦国际","CAN":"嘉楠科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143138708","content_text":"以太坊正与比特币进行一轮较量！\n与A股市场一季度调整后极为相似的一点，除了白酒，资金也开始挖掘其他有意思的股票。现在，数字货币市场的投资者，也开始将更多的资金配置到以太坊，而不是只买比特币。\n全球第二大市值的以太坊，正引领新一轮市场，这就像茅台不等于A股，比特币也不等于数字货币。在最近30天时间内，以太坊的价格上涨了60%，创出历史新高，而比特币同期下跌了7%。\n\n值得注意的是，比特币从周一高于5.8万美元一路跌至最低跌至不足5.4万美元。5月4日美股盘初，比特币达到5.5万美元上方，耶伦有关小幅加息的言论过后跌破5.4万美元，24小时内跌幅扩大至近8%。截至美股收盘，比特币重回5.4万美元上方。\n\n此外，狗狗币在24小时暴涨40%，数据显示，狗狗币市值现已超越瑞波币市值，位列第四。5月4日晚间，狗狗币站上0.6美元/枚，刷新历史新高。过去7天涨近一倍，如果从今年年初算起，涨幅超过100倍。\n\n在过去相当长一段时间，比特币的表现长期引领市场，就像股王茅台那样引领A股。数字货币市场的这种变化似乎具有趋势性，比特币在全部数字货币市场的占比，在2017年最高达80%，去年7月降至60%。今年五一期间，比特币的市值占比又降至47%，而以太坊在过去三年间的市值占比不断提高，目前已在币圈总市值中达到近18%。\n融资账户方面，大量习惯场外配资、融资融券的股票投资者进入数字货币市场，导致以太坊、比特币的融资账户规模持续增长。在最近24小时内，共有142292个配资或融资账户爆仓超过66亿元人民币，其中绝大部分爆仓来自比特币、以太坊的融资融券账户。\n资金流出比特币，以太坊走出独立行情\n就在许多股票投资者将比特币，作为对数字货币市场认知的全部之际，以太坊的价格创出了历史新高。\n5月4日，全球第二大数字货币以太坊的价格突破3500美元，24小时内价格上涨近13%。3500美元的价格，也意味着以太坊创出了价格的历史新高，并且这发生在比特币价格回调的一个月内。截至5月5日早上，以太坊价格维持在3300美元。\n以太坊的这种强势，与比特币近期弱势直接相关。数字货币市场与A股的轮动和结构性调整，具有相似的特征。在贵州茅台最近持续弱势震荡之际，许多二线蓝筹品种，在最近的A股市场中走出独立行情，甚至创出历史新高。\n也正因为此消彼长的市场特点，以太坊的强势使得一些投资者认为，以太坊恐怕会成为比特币的最大空头！\n以太坊或成比特币最大空头？\n“长期来看，我确实认为比特币的空头就是以太坊。”知名交易员和分析师Crypto Cobain认为，如果以太坊持续上涨超过比特币的市值，那么这可能会损害领先的加密资产的成功，因为长期的比特币资产持有者会将其持有的资产换为以太坊。\n券商中国记者也注意到，比特币在全球数字货币市值的占比，一度在2017年3月达到80％，包括以太坊在内的诸多数字货币市值占比只有20％。而今，随着山寨币价格的苏醒，比特币的市值占比日渐下降，在2019年8月，比特币的市值占比降至70％，山寨币的市值占比上升到30％，在2020年7月，比特币的市值占比又降至60％，\n随着2021年以来，以太坊的价格的持续走强，截至2021年5月5日，在加密市场整体市值中，比特币的市值占比已降至47％，以太坊的市值占比则升至18％。\n市场研究公司FundStrata表示，加密货币的叙事正在从比特币转向以太坊，今年将以太坊的目标价格定为1万美元。由于以太坊网络上正在开发新的金融应用程序，因此FundStrata对以太坊看好，该应用程序在过去一年中规模显着增长。这些应用程序为以太坊网络产生的费用约为比特币的3倍，而比特币的市值为3倍。FundStrata还预计今年比特币将达到10万美元，而数字货币的总市值将达到5万亿美元。\n比特币贡献不足5%，这家公司炒币9成盈利来自以太坊\n就像今年2月初贵州茅台市值达到3万亿后，聪明的资金，就已结开始增加配置其他股票资产。当比特币价格一度接近惊人的7万美元后，越来越多的资金，也正在流向以太坊，而不是只买比特币。\n5月3日，纳斯达克上市的数字支付技术公司Mogo宣布已购买约146枚以太坊，平均价格为2780美元，Mogo计划将其现金和投资组合价值的5％投资至加密货币。该公司已经投资了比特币，迄今为止在公开市场上收购了约18枚比特币，交易的平均价格为33083美元。\n豪掷6亿元投资数字货币的港股上市公司美图公司，它在数字货币上的投资策略，就极具前瞻性——它没有把“宝”压在比特币上，而是将已结超涨的比特币作为第二大资产，而将以太坊作为持仓比重最大的资产，这显然不同于传统的“韭菜”——即那些把比特币简单等同于数字货币的股票小散。\n按照美图公司投资的成本看，这家港股公司持有以太坊总计31000个，持仓成本约1480美元，截至2021年5月5日早上，以太坊的单价突破3330美元，这意味着美图公司在以太坊上的盈利高达5735万美元，折合人民币的盈利为3.71亿元。\n而在比特币的投资上，美图公司的比特币持仓均价约为52653美元一枚，美图公司合计持有940.1枚比特币。截至2021年5月5日凌晨，比特币的价格维持在54800美元附近。也就是说，美图公司在比特币上的盈利约为200万美元，折合人民币的盈利为1294万元。\n总体而言，美图公司6亿元数字货币投资，总计获利3.84亿元人民币，其中以太坊对利润的贡献高达96.6%，比特币对盈利的贡献仅为3%。\n为何走弱的比特币还有足够的关注度？\n虽然比特币在短期阶段上的盈利贡献能力大幅减弱，但这不意味着，比特币的吸引力彻底输给以太坊。\n理解这个问题，就像A股投资者看待贵州茅台一样。尽管贵州茅台在大幅上涨后，已导致许多追高的投资者损失惨重，但贵州茅台的价格只要下跌充分，就能吸引更多的投资者重新进入。\n而对许多A股的基金经理而言，看待贵州茅台也不仅仅在于一两个季度的股价表现。尽管许多基金经理承认，拿着贵州茅台可能面临短期不赚钱、甚至跑输那些持有其他股票的基金经理，但根据基金公司的季报可以看出，包括张坤、刘彦春、王宗合在内的知名基金经理，依然在今年第一季度末的十大重仓股中，给予贵州茅台以足够的持仓比重。\n上述A股基金经理持仓贵州茅台的心态、策略，与大机构继续持仓比特币的心态如出一辙，尽管比特币价格似乎太高，向上的弹性或在一两个季度内继续跑输，但这些机构依旧将比特币作为主要的资产。\n4月30日，美股上市公司MicroStrategy公布了其2021年第一季度财报。财报显示，其2021年第一季度总共以10.86亿美元购买了约20857枚比特币，平均购买价格为每枚52087美元。\n也包括对数字货币情有独钟的特斯拉公司CEO马斯克，他在今年一季度投资15亿美元进入数字货币市场，这15亿美元并未进行分散投资，而是全部买入比特币这一单一品种。显而易见的是，作为对数字货币市场有深刻理解的马斯克，他对以太坊的强势表现，但他依旧只买比特币，这体现出马斯克个人的投资理解，与A股基金经理明知贵州茅台在一两个季度内，不可能跑赢其他二线蓝筹，但这些基金经理依旧将非常大的投资比重，放在贵州茅台这只股票上。\n比特币、以太坊融资融券账户爆仓多\n值得一提的是，在最近以太坊大幅上涨、比特币持续阴跌的一个月，数字货币市场也出现了大规模爆仓的现象。\n显然，一个基本的常识是，买入比特币、以太坊本身不会爆仓，就像一个A股的投资者，买入贵州茅台，也不可能面临爆仓，但投资者如果以10倍杠杆，在2500元的股价附近买入贵州茅台——截止目前，贵州茅台已跌至2000元附近，那么该股票投资者所持仓的10倍杠杆，若不进行追加保证金，则该股票账户必然爆仓。\n比特币、以太坊的爆仓，也是因为投资者高杠杆交易所致。\n券商中国记者注意到，截至2021年5月5日早上，共有142292人在最近24小时内爆仓，合计爆仓金额10.2亿美元，折合为66亿元人民币。上述10.2亿美元的爆仓金额中，最大的爆仓来自做空比特币，比特币的融资账户爆仓约2.47亿美元，其次是以太坊的融资账户，爆仓2.3亿美元，瑞波币融资账户排名第三，爆仓金额为4621万美元。","news_type":1,"symbols_score_info":{"CAN":0.9,"EBON":0.9,"XBTmain":0.9,"BTCmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109668881,"gmtCreate":1619692163243,"gmtModify":1704728085654,"author":{"id":"3582603564454110","authorId":"3582603564454110","name":"Jerry6666","avatar":"https://static.tigerbbs.com/341ac0d8c7e78a01f49f688b745e56f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582603564454110","idStr":"3582603564454110"},"themes":[],"htmlText":"Long 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