Cathie wood "Bitcoin rare Signal just flashed" | btc Coming Wave Is Bigger Than BlackRock

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Cathie Wood는 엔캐리 트레이드 청산과 일본 금리 인상으로 인한 변동성 속에서 인플레이션이 전통 지수보다 빠르게 둔화되고 있으며, 기업의 가격결정력 약화로 고용 감소·실업률 상승이 예상되어 연준이 금리를 내릴 것이라 주장. 금리 인하는 주식에 긍정적이나 경기침체를 즉시 막지는 못하며, 이후 자금이 소수 대형주에서 광범위한 종목으로 순환할 것으로 전망. Gareth Solway는 9월 연준 금리 인하 기대 속에 비트코인 강세를 전망하며 74,000달러 돌파 시 10만 달러까지 언급, 하방 리스크로 49,000~52,000달러 이탈 시 추가 하락 가능성을 경고.

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01. interest rates coming down should be very positive for the equity markets uh but uh they will not Arrest A A recession very quickly in fact if consumers and businesses know that interest rates and maybe prices are coming down what will they do they will wait inflation is unwinding much faster than we're seeing in the traditional indexes right now the CPI is at 3.1 but uh by other metrics we're seeing prices fall now we're not sure if the carry trade has unwind completely JP Morgan is saying uh we're halfway there so perhaps we'll see some more volatility but uh I do believe that the FED now is on high alert in this video Cathy wood breaks down the recent Market volatility and uncovers the key reasons behind the sluggish movement in crypto and other markets she points to interest rate hikes in countries like Japan where the bank of Japan recently bumped rates from 0.1% to 0.25% this has triggered a ripple effect causing a selloff and margin calls as those who borrowed cheap funds from Japan now face higher than expected interest payments amid this turmoil anticipation is building as investors await the next fomc meeting on September 17th and 18th where a rate cut could potentially spark a market rally K Cathy notes that rate cuts are typically positive for the market and risk assets setting the stage for a bullish run as we bring you more clips from the video please take a moment to like the video subscribe to the channel and turn on post notifications so you never miss an update share your thoughts in the comment section below thank you and enjoy the video uh because uh the stock market seemed to be encouraging the FED to hold tight higher for longer make sure that inflation was out of the system and as you know we've been saying for quite some time that uh inflation is unwinding much faster than we're seeing in the traditional indexes right now the CPI is at 3.1 but uh by other metrics we're seeing prices fall and we would not be surprised to see prices fall uh a little more broadly as the consumer weakens now why is the consumer going to weaken or continue weakening uh it we believe it's because corporations are losing pricing power and in order to salvage margins they're going to be doing two things they will be laying people off and uh they will be uh accelerating moves to increase prod productivity so the unemployment rate will go up that certainly uh is getting the FED to change its spots as we're listening to Chairman Powell and I think now that household net worth being hurt by the stock market going down is another reason that the FED is uh going to relent now one uh last thought here interest rates coming down should be a very positive for the equity markets uh but they will not Arrest A recession very quickly in fact if consumers and businesses know that interest rates and maybe prices are coming down what will they do they will wait now the market in its wisdom uh we believe is already already understands much of what I have told you and so we do think uh that lower interest rates uh when this uh when this carry trade is completely Unwound that lower interest rates are going to be uh the defining factor in terms of a rotation in the market uh away from a very concentrated group of stocks to a much broader based group of stocks and as I just mentioned uh Innovation solves problem so productivity gains are certainly uh what we believe is going to happen as AI proliferates throughout the global economy in other news Gareth Solway Chief Market strategist at verified investing sat down with David Lynn to discuss the latest on bitcoin Gareth is bullish on bitcoin especially with an anticipated Fed rate cut on the horizon he explains that as investors shift more funds into stocks due to the liquidity crunch caused by rate hikes crypto assets like Bitcoin have taken a hit however Gareth expects the upcoming fed pivot in September to be a GameChanger a rate cut could flood the market with funds potentially pushing Bitcoin to $74,000 and Beyond to $100,000 Gareth also emphasizes the importance of technical analysis over Market sentiment for long-term success with Bitcoin now let's dive into more of gareth's insights yeah and you can see it right down here we have we have the NASDAQ which which again has continued to go up a little bit um but the the Bitcoin chart has much more kind of chopped sideways to lower yeah um and again what I think is going on here is that the money being pulled out a lot of this is so you have the highest risk in the market which is crypto right and so there are investors that are saying Hey listen we're getting nervous about the market we're getting nervous about risk assets we think that in Nvidia and these stocks these Mega cap tech stocks are still the place to be so money I think is rotating over and you're seeing and you're seeing Bitcoin suffer um we didn't see now listen one thing I will say is Bitcoin bottomed out recently at around 49,000 the same day as the the August 5th low on the stock market so there is still some correlation but there's no doubt that we've broken down on that and I think it's because the stock market has performed so well it's sucking up so much of that money that would go otherwise into crypto what do you um how do you interpret this we've seen lower lower highs lower lows ever since the beginning of the year yeah so so one of the things I think is fascinating is that when when we had that big dump on August 5th which again was when the NASDAQ was down over 5% early in the day um we actually touched on bitcoin the spot ETF approval high before we had that 20% correction in Bitcoin right so we actually retested a technical support level it was resistance we broke out above it we've now come back and retested it in addition you have this parallel channel right so this parallel Channel when you have a big move up like this this is actually what we would refer to in technical analysis as bullish consolidation basically price makes makes lower highs and lower lows but it stays within the up move which was from this low here all the way up to 74,000 and so actually you know as long as you'd stay within this parallel channel on a closing basis this is actually a bullish chart for Bitcoin and it does make me wonder if the stock market starts getting weaker and investors start to say Hey listen Maybe we don't want to be in the stock market quite as much does Bitcoin see money flow because as you mentioned it it has become uncorrelated maybe money was flowing out of crypto and Bitcoin into the stock market maybe it reverses a little bit and so I would actually be as long as this parallel Channel holds I would be bullish on bitcoin here what's the uh upset Target you see for Bitcoin in the short term so you got to respect the channel so 69,000 right up here um you know again what I do as techch a technician is I look at the history of it and we can see every time it hits this line it pulls back so at least in the short term if you hit 69 see if it pulls back if it can break through that 74,000 is a a minor stopping point which would be the alltime high and I think you actually go quite a bit higher than that I would even dare say that that it wouldn't shock me in the next year or two um and I know bitcoiners would love to hear sooner but but I do think 100,000 is definitely on the radar for this asset I do think it it slowly is becoming a risk asset here um or um um essentially it's becoming a asset that that is not as correlated to um the stock market as more so so gold I would say more so gold downside risks Gareth we always have to be aware of the downside so this orange line that you drew the support line um can we say that if it touches let's say below 52,000 then we're entering a new bare Market or it's going to have a even further decline yeah and I'm glad you brought up the downside because investors have to be aware that there is downside risk here right so so if the markets and this is something we saw so we we look at this dump on bitcoin that took us from 70,000 down to 49,000 first of all that's a massive drop in basically two weeks um so investors have to understand that if you do break below and have a daily close below this level here this parallel Channel it does open the door to seeing some major downside and if we took out 49,000 I would start to say okay well your next stop would be your 20% low correction from the spot ETF at 38,39 th000 area so so again just understand that it Bitcoin seems to have a little bit of this gold sense where it does better when the stock market struggles a little bit but it also still can get panicked investors can get panicked and still dump it out when there's all out Panic as we saw and by the way Gold sold off that same day as well when we saw the stock market and Bitcoin collapsing so so when Panic hits all assets get sold people ask questions later they just dump it at that point so I would be very aware of that and again this is where technicals come in is that if you do see a break of this area you just step aside step aside let the dust settle and then re-evaluate you might be able to get it at a lot lower level phasing downward I wouldn't call it particularly bearish I wouldn't call it a particularly like a dramatic bare Market but it's just been going down over the course of the last year so why why why are we seeing bullish indicators can you tell us about that yeah absolutely so so what in technical analysis when you have a sharp up move like this on the chart and then you kind of go into this period what's happening is that it's had a big run what happens is psychologically some investors say wow it's gone up so much I'm I'm a little nervous about Bitcoin maybe I'm not a hodler out there so you have some sellers that come in right but when you have if it was only sellers price would collapse back down but even at the current level of between 50 and 70,000 we're seeing buyers coming out of the woodwork and meeting them here right so even though you had this huge run in Bitcoin up here yeah there's some sellers there's sellers coming out but there's also buyers buyers stepping up and that creates this kind of equilibrium of buyers and sellers which again after a bull run is really impressive because you're not getting just all sellers like oh let's just take the money and run there's still buyers that are willing to step up now eventually as the buyers are willing to step up eventually the sellers get exhausted of selling there's all the people that want to sell they sold right so what happens then is if buyers are still willing to step up and eventually the sellers that wanted to dump dump what do we get we get the breakout up to the upside and that's where you get that next leg to the upside so that is a bull if you're a bull that's what you're looking for on bitcoin is that those sellers finally say okay you know I've unloaded what I wanted to there's no more Sellers and because the buyers have held price so close to the highs it then gets its next Bull Run and once it breaks the highs all new buyers come in they start chasing to the upside but again as a Trader like like I think this is the big differential is that there's so many investors out there that they're just like I'm just going to go in and let it do its thing much more I'm as a Trader where it's like listen if it holds this range then it's good we're fine if it breaks it then I got to stop out I got to take a loss I'll take a small loss I'll regroup and I'll look to buy it lower at a much better price once the chart tells me that's doing it but right now the chart Still Remains bullish that's a wrap for today what do you think of Cathy Wood's market analysis and its potential impact do you believe we'll see a strong Market rebound once the carry trade has fully played out and how do you feel about gareth's bullish outlook for Bitcoin especially with the anticipated rate Cuts in September we'd love to hear your thoughts share your comments and observations below don't forget to like the video subscribe to the channel and share it with others thanks for watching