$1B Worth Of Bitcoin Sold Off Ahead Of Nvidia Earnings Is 'Technical,' Analyst Says
$1B Worth Of Bitcoin Sold Off Ahead Of Nvidia Earnings Is 'Technical,' Analyst Says
Kelly Greer of digital asset company Galaxy Digital sees the Bitcoin (CRYPTO: BTC) plunge below $60,000 as a "technical sell-off" ahead of Nvidia's earnings call, scheduled for Wednesday afternoon.
數字資產公司Galaxy Digital的Kelly Greer認爲,比特幣(加密貨幣:BTC)在英偉達的業績會議前,下跌至60000美元以下屬於「技術性賣出」。該業績會議定於週三下午舉行。
What Happened: Greer took to her social media account to discuss the potential impact of Nvidia's upcoming earnings report on Bitcoin's market dynamics. She noted that over $1 billion worth of BTC on early Wednesday morning, with more than 17,000 coins involved. Greer attributed this to poor liquidity conditions, which she believes are currently at their worst.
發帖:Greer在社交媒體上討論了英偉達即將發佈的業績報告對比特幣市場動態的潛在影響。她指出,在週三早上有超過10億美元的比特幣交易,涉及到超過17,000個比特幣。Greer認爲這主要是由於流動性不佳的原因,她認爲當前的流動性狀況是最差的。
Greer also touched on the "Gox distributions" she had previously highlighted, suggesting that some coins may have hit the market due to slow distributions from custodians and exchanges. Despite this, she expressed confidence in the market's ability to absorb the supply.
發帖:Greer還提到了她之前提到的"Gox分發",暗示一些比特幣可能是由於託管人和交易所的分發速度較慢導致進入市場的。儘管如此,她對市場吸收供應的能力表示了信心。
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Also Read: Market Eyes $305B Shift In Nvidia's Market Cap As Options Pricing Forecasts 9.8% Post-Earnings Move: 'A Lot Of That Insurance Is FOMO'
發帖:市場關注英偉達市值上調3050億美元,期權定價預測業績公佈後股價將上漲9.8%:"很多保險都是害怕錯過"
Why It Matters: Greer's comments come ahead of Nvidia's earnings report, scheduled for 4 PM Eastern Time on Wednesday. She pointed out that the stock's performance has varied widely following past earnings calls, with changes ranging from a 2% decrease to a 25% increase.
發帖:爲什麼重要:Greer的評論在英偉達發佈業績報告之前發表,在週三美國東部時間下午4點。她指出,該股票在過去的業績會後表現參差不齊,漲跌幅度從2%的下跌到25%的上漲。
According to Greer, Goldman Sachs' prime brokerage account net allocation to semiconductors and portfolio percentage of "Mag 7" stocks are both at the 13th percentile, indicating low positioning to semiconductors and growth. This, coupled with a positive skew to Nvidia's post-earnings price, suggests potential asymmetric outcomes.
發帖:根據Greer的說法,高盛的主要券商帳戶對半導體的淨配置和"科技七巨頭"股票的組合百分比均位於第13個百分位數,表明對半導體和成長的倉位較低。這,再加上對英偉達業績公佈後股價的正偏態預期,可能產生非對稱的結果。
Bitcoin plunged as low as $58,000 at the start of the trading day but has since recovered to $59,900 at the time of writing.
比特幣在交易日開始時跌至58,000美元,但目前已回升至59,900美元。
What's Next: The influence of Bitcoin as an institutional asset class is expected to be thoroughly explored at Benzinga's upcoming Future of Digital Assets event on Nov. 19.
接下來:比特幣作爲機構資產類別的影響力預計將在Benzinga即將到來的數字資產未來活動中得到徹底探討。日期是11月19日。
- Bitcoin Or Nvidia, Which Offers A Better Risk-Adjusted Return?
- 比特幣還是英偉達,哪個提供更好的風險調整回報?
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