It's unclear whether it will lean towards a hard or soft landing in the future, but it is certain that the value of gold and cryptocurrencies will rise due to interest rate cuts.
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ぴるさん
OP183154613
:
When it comes to risk assets, everything other than yen deposits applies. I think this decline was driven by uncertainty about the presidential election and US stocks.
Well, if you break 50000, I think it's okay to be just a little wary. But if it's more than that, it's probably still within expectations.
183154613
ぴるさん
OP
:
Not as cash, but as an investment! I wonder if the market is aware of that too!? Is there a perception that Bitcoin is equivalent in addition to stable assets and bonds
ぴるさん
OP
:
Interest rate cut = currency value falls →Liquidity of other risk assets will increase
This is a textbook-like way of thinking. I don't know what fundamentals other than interest rate cuts will look like, but interest rate cuts have that much influence, and I think crypto assets are the same.
183154613
ぴるさん
OP
:
Being pulled by US stocks means that the nature of gold and bonds is different, isn't it? If Trump's election is certain, does that mean they've offset it and gone up
ぴるさん
OP
:
That's right. If Trump's election becomes certain, I think there is no doubt about that. For that reason, I don't think it's necessary to go right and left in relation to the vertical width until the September presidential debate.
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
資産運用ぱぱ : Everyone should run away to bitcoins!!
mitikusa : There's no doubt about it!
183154613 : Bitcoin is falling in a straight line! Isn't Bitcoin a risk asset?
ぴるさん OP 183154613 : When it comes to risk assets, everything other than yen deposits applies.
I think this decline was driven by uncertainty about the presidential election and US stocks.
Well, if you break 50000, I think it's okay to be just a little wary.
But if it's more than that, it's probably still within expectations.
183154613 ぴるさん OP : Not as cash, but as an investment! I wonder if the market is aware of that too!? Is there a perception that Bitcoin is equivalent in addition to stable assets and bonds
ぴるさん OP : Interest rate cut = currency value falls
→Liquidity of other risk assets will increase
This is a textbook-like way of thinking. I don't know what fundamentals other than interest rate cuts will look like, but interest rate cuts have that much influence, and I think crypto assets are the same.
183154613 ぴるさん OP : Being pulled by US stocks means that the nature of gold and bonds is different, isn't it? If Trump's election is certain, does that mean they've offset it and gone up
ぴるさん OP : That's right. If Trump's election becomes certain, I think there is no doubt about that. For that reason, I don't think it's necessary to go right and left in relation to the vertical width until the September presidential debate.