Robinhood’s deal with Bitstamp good sign for crypto industry, advisory firm says: CNBC Crypto World
Summary
TLDR今週初めにビットコインは70,000ドルを超え、アーキテクト・パートナーズは、ロビンフッドのビットスタンプの買収が暗号通貨業界にとって良い兆候であり、評価が現実に戻ったことを示していると述べています。また、イーサリアムETFの承認が、現物イーサリアムETFの道を開くとされるSECの規則変更に反応し、インフローが好調です。ブラックロックのスポットビットコインETFは、21億ドルの資産を管理しており、政治的な動向も注目されていますが、選挙がビットコインの次の大きなカタリストになる可能性について議論しています。
Takeaways
- 📈 ビットコインは週の始まりに70,000ドルを超え、市場がリバウンドしている。
- 💡 アーキテクトパートナーズは、ロビンフッドがビットスタンプを買収したことについて、暗号通貨業界にとって良い兆しであり、評価が現実に戻ったことを示しているとコメント。
- 📊 エーテルは、3月以来最高の流入量を記録し、SECのエター现货ETFの承認が驚いた反応と思われる。
- 💰 クライアントからの総流入が6月第1週に2億ドルに達し、先週比で55%増加したETFの取引量が122.8億ドルとなった。
- 🚀 ブラックロックのスポットビットコインETFは、既存のグレースETFを上回り、6月7日現在で21億ドルの資産管理規模を有している。
- 🤝 アーキテクトパートナーズは、ロビンフッドのビットスタンプ買収が現市場の評価が再調整された重要な指標であり、現金による取引の促進とロビンフッドのグローバル展開の拡大を示唆している。
- 🔍 SECはロビンフッドからのウェルズ通知を送り、調査の終了後には暗号取引業務に関する違反の指控を受ける可能性があることを警告している。
- 🗳️ 米大統領選挙は、暗号通貨の注目点として高まっており、選挙がビットコインの次の大きな触媒になる可能性がある。
- 🌐 スワンビットコインの最高投資責任者であるラファエル・ザゴリは、連邦準備制度の会議がビットコインの今後の価格に影響を与える可能性があると述べた。
- 🏦 金融機関はビットコインをトレードとして見るのではなく、ポートフォリオの資産として適合性を検討し始めており、これはビットコインのサイクルと採用の拡大を示している。
- 🔑 ビットコインは「自由のお金」として扱われ、政治的な側面からも多くの人々が関心を持つ可能性がある。
Q & A
ビットコインの価格が70,000ドルを超えた背景には何がありますか?
-ビットコインの価格が70,000ドルを超えた背景には、アーキテクト・パートナーズがロビンフッドのビットスタンプの買収が暗号通貨業界にとって良い兆しであり、評価が現実に戻ったことを示していると述べています。また、市場の期待のギャップを埋めるために現金が取引の促進に使われる価値も指摘されています。
ロビンフッドがビットスタンプを買収した理由は何ですか?
-ロビンフッドはビットスタンプの買収を通じて、世界中の顧客に対して暗号通貨取引に参加する機会を提供し、SECによるその暗号通貨部門の監視下にある中、グローバルなリーチを拡大することを目的としています。
ビットコインETFの成功はどのように評価されていますか?
-ビットコインETFの成功は、これまで見たことのないものであり、ブラックロックやフィデリティなどの主要金融企業による100万ビットコイン以上の保有が、ビットコインの長期的な意味を示していると評価されています。
FEDの会議はビットコイン価格にどのような影響を与える可能性がありますか?
-FEDの会議は、金利カットの可能性やその他の貨幣政策の変更を示唆する可能性があり、それによってビットコイン価格に影響を与える可能性があります。しかし、タイミングは常に不確実であり、過去のFEDの姿勢からすると、予測は困難です。
政治の変化は暗号通貨業界にどのような影響を与える可能性がありますか?
-政治の変化は、暗号通貨業界にポジティブな影響を与える可能性があり、特に選挙が進行する中で、ビットコインが政治の中心に回ることで、より多くの注目を集め、採用が進む可能性があります。
ビットコインの価格が70,000ドルを維持するのに困難となっている理由は何ですか?
-ビットコインは70,000ドルを維持するのに困難となっているのは、市場の不安定性や、大きなキャタリストが過去数ヶ月で起こっていないためです。しかし、FEDの会議や政治の動向が今後の価格に影響を与える可能性があります。
Etherの流入が増加した理由は何ですか?
-SECがスポットエターETFの道を敷くためのルール変更を承認したことで、Etherの流入が増加しました。これは市場への驚きの反応であり、新しい投資の流れをもたらしました。
ブラックロックのスポットビットコインETFはどのように評価されていますか?
-ブラックロックのスポットビットコインETFは、その資産管理額が21億ドルを超え、既存のグレースETFを上回っていると評価されており、非常に成功したローンチであり、市場での存在感が高まっています。
アーキテクト・パートナーズはなぜビットスタンプの買収が良い兆しだと言っていますか?
-アーキテクト・パートナーズは、ビットスタンプの買収が市場評価が再調整されたことを示しており、当事者が期待のギャップを埋めるために現金を取引の形で使用する価値があると言っています。
ビットコインの将来的な展望はどのようなものですか?
-ビットコインの将来的な展望は非常に有望であり、技術的な側面や経済的な側面から多くの人々が注目し始めており、政治的な側面からも注目を集めつつあります。自由なお金として、誰もが使用できることがその価値を高めています。
Outlines
💹 ビットコインの価格と仮想通貨業界の動向
ビットコインは1週間の始まりに70,000ドルを超えて取引を開始しました。アーキテクトパートナーズは、ロビンフッドのビットスタンプの買収が仮想通貨業界にとって良い兆しであり、評価が現実に戻ったことを示しているとコメントしています。また、ビットコインの最高経営責任者(CIO)は、連邦準備制度の会議がビットコイン価格に与える影響について分析しています。イーサリアムの流入量は3月以来最高を記録し、SECがスポットイーサリアムETFを可能にするルール変更を承認したことが影響していると報告されています。
🌐 仮想通貨ETFの影響と政治の変化
今年の大きなイベントの1つであるETFは、ビットコインにとって長期にわたって非常に重要だと考えられています。ブラックロックやフィデリティなどの大手金融企業がETFを通じて100万ビットコイン以上を買収していることから、ビットコインの主流化が進んでいることが伺えます。また、政治の変化も注目されます。米大統領選挙で仮想通貨が議論の的になり、政府による仮想通貨の受け入れやそれに伴う問題が政治的議題となっています。
🔑 ビットコインの自由と技術への注目
最終段落では、ビットコインの政治的な側面に焦点を当てています。ビットコインは自由の_money_であり、誰からの指示もなく使用できる特徴を持っています。政治や経済、技術など、さまざまな分野からのアプローチが見られる中、ビットコインの技術的な側面やその価値が再び注目されることが予想されます。
Mindmap
Keywords
💡ビットコイン
💡アーキテクトパートナーズ
💡ロビンフッド
💡ビットスタンプ
💡イーサリアム
💡SEC
💡ETF
💡ブラックロック
💡連邦準備制度
💡総選挙
💡サブスクリプション
Highlights
Bitcoin trades back above $70,000, indicating a positive start to the week.
Architect Partners views Robin Hood's acquisition of Bitstamp as a positive sign for the crypto industry, suggesting valuations have normalized.
Crypto firm shares climb by about 7% following reports of potential sale discussions.
Ether experiences its best week of inflows since March, with $69 million in the first week of June, likely due to the SEC's approval of a rule change for spot ether ETFs.
Crypto investment products see inflows of $2 billion in the first week of June, extending a five-week trend of over $4 billion.
Black Rock's Spot Bitcoin ETF surpasses the incumbent Grayscale ETF with nearly $21 billion in assets under management.
The Robin Hood-Bitstamp deal signifies a realignment of market valuations and the strategic importance of cash in facilitating transactions.
The acquisition is expected to expand Robin Hood's global reach amidst SEC scrutiny of its crypto division.
Bitcoin's struggle to maintain the $70,000 level is discussed in the context of upcoming Federal Reserve meetings.
Raphael Zagori of Bitcoin's Chief Investment Officer discusses the potential impact of the Federal Reserve's decisions on Bitcoin's price.
The importance of the ETF launch for Bitcoin's long-term perspective and its role in institutional adoption is highlighted.
Zagori emphasizes the shift in institutional perspective on Bitcoin, from a trade to a long-term asset allocation.
The political landscape in Washington and its potential influence on crypto regulations and adoption is examined.
The possibility of the US presidential election acting as a catalyst for Bitcoin is explored.
Zagori expresses optimism about Bitcoin's future, driven by technological advancements and increasing adoption.
The significance of Bitcoin as 'freedom money' and its potential to operate outside traditional financial controls is discussed.
Transcripts
today Bitcoin trades back above $70,000
to kick off the week architect Partners
says Robin Hood's acquisition of
bitstamp is a good signed for the crypto
industry and shows valuations have come
back to earth and Swan bitcoin's Chief
investment officer weighs in on what to
watch in the Bitcoin price ahead of the
FED welcome to cnbc's crypto world I'm
TAA mckel crypto prices are in the green
to kick off the week with Bitcoin
covering above the Flatline by noon
Eastern at
$70,000 ether inched higher to about
$3,700 and salana added about half a%
shares of the crypto firm backed
climbing this morning by about 7% as of
noon following a Friday report that the
crypto firm is weighing a potential sale
Bloomberg is reporting that back has
been working with a financial adviser to
weigh a range of strategic options in
February the company warned in an SEC
filing that it might not be able to stay
in business we reached out to back about
the potential sale a spokesperson for
the firm declined to
comment okay let's talk about the top
stories ether just saw its best week of
inflows since March that's according to
this report from coin shares out today
which notes that inflows totaled $69
million in the first week of June and is
likely in reaction to the quote surprise
SEC decision to approve a rule change
that would pave the way for spot ether
ETFs the sec's order on May 23rd
approved applications from various
exchanges to list eight different ether
funds the order technically does not
approve the funds themselves or set a
date for the ETFs to start trading in
the US the coin shares report also notes
that crypto investment products saw
inflows totaling $2 billion in the first
week of June helping to extend a
five-week run of more than $4 billion
the asset manager says that trading
volumes in ETFs Rose to 122.8 billion
for the week which is up 55% from the
week before the report also notes that
Black Rock Spot Bitcoin ETF now quote
comfortably surpasses incumbent Grace
ETF with just under $21 billion of
assets under management as of June 7th
next architect Partners a crypto m&a
advisory firm says Robin Hood's
acquisition of bitstamp is a good sign
for the crypto industry and shows
valuations have come back to Earth
according to the report the Robin Hood
bit stamp deal is an important marker of
the current market valuations have right
sized again and parties on both sides
are beginning to bridge the recent Gap
in expectations it goes on to say that
the deal also shows the value of cash as
a form of consideration to allow the
facilitation of transactions and that
often in today's m&a market Equity is
offered as a large component of
consideration creating a myriad of
challenges to transaction completion
architect also emphasized that the deal
would expand Robin Hood's Global reach
which it says would ensure its Global
participation in crypto trading at a
time when its crypto division is under
scrutiny by the SEC the acquisition was
announced last week about a month after
Robin Hood disclosed that the SEC had
sent it a Wells notice and warned that
upon completion of an investigation the
trading platform could be charged over
its crypto operations the report also
said that Robin Hood's announcement of
the acquisition is quote not the
behavior of a public company that is
intimidated by the
SEC all right turning to markets for our
main story until recently Bitcoin has
struggled to hold on to the $70,000
level I spoke with Raphael zagori Swan
bitcoin's Chief investment officer to
find out what could help Bitcoin break
out from there and how the Federal
Reserve and us presidential election
factor into his crypto price
Outlook it has been an interesting year
for Bitcoin we saw you know new Highs at
the beginning of the year and we have
not seen them since but um you know we
have a pretty key fed meeting coming up
this week what are you expecting heading
heading into the week and uh how does
that affect your outlook for Bitcoin
yeah thanks for having me I think it's
super obvious that you know ultimately
at some point rate cuts are probably
coming uh now if you just look at what
happened in Europe right Europe is
heading that direction and I think
ultimately that that's what's going to
happen timing is always uncertain uh
like with everything in the FED right if
we look back to
2020 uh they made a very a very strong
stance that you know if remember po
saying we're not even thinking about
think thinking about raising rates and
we we we now know where that ended right
so I think the fat is going to be the
same thing they're going to be saying
that uh there's there are no changes in
the Horizon that things are going to be
stable predictable when we know in fact
that that's that's not the case if
there's one thing we know about monetary
policy is that it's not stable it's not
predictable what's driving things right
now I mean how big of a catalyst would
you say this upcoming fed meeting is
what is driving things overall given
that you know we had our two big
catalysts for Bitcoin the having and the
ETF launches um you know they're kind of
behind us
now yeah I think you know zooming out as
you mentioned right I think if we look
at the big events of this year the ETF
is still I think by by far the the most
important one at at least in terms of
what it it really means for Bitcoin in
the long term right let's put things in
perspective if we just look at the the
amount of Bitcoin that was accumulated
in the ETFs right there's more than 1
million Bitcoin that are actually been
bought by Black Rock Fidelity you know
the the major Financial firm so think
about that if we went a year ago and I
told you we're gonna have an ETF not
only we're gonna have an ETF but you
know five months after ETF is launched
we're gonna have a million Bitcoin
sitting at the ETFs on behalf of the
clients from these institutions people
would think You' be crazy right and the
the floodgates are up open that has been
happening it's by far the most
successful launch of an ETF that we've
we've ever seen just like if any new
technology right in the beginning we're
all worried about it but eventually when
you look at it and you really understand
the value that it that it has not only
in an asset allocation perspective that
I said but on a fundamental level what
this really represents as a savings
technology to the world um then people
really BN the idea and I'm starting to
see a lot of that coming from
institutions as well they're looking
before they looked at Bitcoin as a trade
right they looked at the price like oh
here's where the price is I'm going to
buy it you know just as a trade now
they're looking more okay so where do I
put this in our portfolio does it fit
within real estate long-term assets hard
Assets in gold right which clearly I
think signals a shift in in perspective
of where where Bitcoin is in the cycle
and I think on the on the adoption scale
so think the future is very promising to
what what we're seeing G given the
adoption that we're seeing in the past
months e ETFs you know have uh seen some
developments and that brought us to a
bigger story about um you know the
political Tides shifting for crypto in
Washington uh we hear so much about how
Bitcoin has or crypto broadly has become
you know a growing matter of interest um
you know regarding the US presidential
elections I am not always sure you know
some days I think I need a reality check
on you know just how key of an issue
that may be for these elections but I do
want to ask you about the reverse um you
know being that the main catalyst for
Bitcoin are behind us now do you see the
election as the next big Catalyst for
Bitcoin potentially yes right so as you
said let's step back again and let's
think if I told you a year ago that we
would have presidential candidates
talking about Bitcoin Bitcoin would be
actually in the center of politics no
one would believe right so that just
shows when we think that you know
adoption is not quick enough that we
want to see more people adopting just
think about these things I think
adoption is going is just as expected
with anything that it's new and actually
I would say that it's it's above
expectation in many cases but to your
point I think that you know seeing the
things that we've seen even the etherum
ETF being approved you know having Trump
comment about Bitcoin it answers and I
think it puts to rest the number one
question that I used to have from
institutions which is you go through
Bitcoin you explain everything to them
they may understand the fundamentals
they may understand everything and at
the end I can't tell you how many times
people would tell me yeah if everything
you're telling me is right and if I
really understand how Bitcoin Works
governments are never going to allow it
right this is going to be banned at some
point and I think this is showing us
that not only governments are not going
to allow it but they're they're going to
have to embrace it right because if they
don't embrace it uh they're going to
have a bigger problem right and so so
going back to the election as a catalyst
um how big of a catalyst do you see that
being and how do you expect to see that
play out like like is there a big run up
to November is this something that we
see kind of move um on the news later at
the end of the year yeah I'm much more
excited about Bitcoin again as a
technology like if we look at this year
the having excite me much more than po
politics right and and elections I do
think that a lot of people listen to
elections and I think depending how this
goes uh and how it's it's already
happening right it may be a catalyst and
we will see more people getting
interested particularly people come from
Bitcoin is this weird asset where it has
so many different characteristics that
people approach it you know from
different angles so some for example
somebody like me who's an economist work
we approach it from the economic side
right so I'll look at scarcity I'll look
at price I'll look at those things if
you're on the tech side you're going to
approach it through the technology angle
you're going to look at okay so I want
to see you know what the protocol is I
want to see you know how exactly the
issuance of of of coins happens the
having all of those things right and
that's through I think across different
disciplines including politics and I
think a lot of people are going to
approach Bitcoin from the political side
as well and they're going to see it but
the ultimately is which is also it's
Freedom money right it's money that you
can use without
uh anybody having to tell you you know
if if you're allowed or not allowed to
use
it okay that's all for crypto world
today we'll be back again tomorrow and
we'll see you then
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