An gayyaci wanda ya kafa FTX Sam Bankman-Fried don shiga cikin "Sohn 2022" don hira.Patrick Collison, wanda ya kafa kuma Shugaba na Stripe, kamfanin biyan dala biliyan 7.4 ne ya jagoranci tattaunawar.A yayin ganawar, bangarorin biyu sun yi magana game da batutuwa da yawa, ciki har da yanayin kasuwa na kwanan nan, tasirin cryptocurrencies akan dalar Amurka, da sauransu.
Shin Bitcoin ya fi Muni Zinari?
A farkon, mai masaukin baki Patrick Collison ya ambaci Bitcoin.Ya ce ko da yake mutane da yawa suna ɗaukar bitcoin a matsayin zinari, ko da saboda bitcoin yana da sauƙin kasuwanci da ɗauka, ana ɗaukarsa a matsayin mafi kyawun zinare.
Duk da haka, a matsayin rabon kadari, farashin zinari ya kasance counter-cyclical (Counter-Cyclical), yayin da Bitcoin hakika pro-cyclical ne (Pro-Cyclical).Game da wannan, Patrick Collison ya tambaya: Shin wannan yana nufin cewa Bitcoin a zahiri ya zama zinari mafi muni?
SBF ya yi imanin wannan ya ƙunshi abin da ke tafiyar da kasuwa.
Misali, idan dalilai na geopolitical suna fitar da kasuwa, to yawanci Bitcoin da hannun jari suna da alaƙa da alaƙa mara kyau.Idan mutane a cikin waɗannan ƙasashe ba su da banki ko kuma an cire su daga kuɗi, to, kadarorin dijital ko bitcoin na iya zama wani zaɓi.
Duk da haka, a cikin 'yan shekarun da suka gabata, babban abin da ke haifar da kasuwancin crypto shine manufofin kuɗi: matsalolin hauhawar farashin kayayyaki yanzu sun tilasta Fed don canza tsarin kuɗi (ƙaratar da kuɗin kuɗi), wanda ke haifar da canje-canjen kasuwa.A yayin zagayowar zagayowar kuɗin kuɗi, mutane sun fara tunanin cewa dala za ta yi karanci, kuma wannan canjin da ake samu zai sa duk wasu kayayyaki na dala su faɗi faɗuwa, ya zama bitcoin ko tsaro.
A gefe guda, yawancin mutane suna tunanin cewa a yau tare da hauhawar farashin kaya, ya kamata ya zama babban tabbatacce ga Bitcoin, amma farashin Bitcoin ya ci gaba da faduwa.
Dangane da wannan, SBF ya yi imanin cewa tsammanin hauhawar farashin kayayyaki yana haifar da farashin Bitcoin.Ko da yake hauhawar farashin kayayyaki na karuwa a wannan shekara, tsammanin kasuwa don hauhawar farashin kayayyaki a nan gaba yana raguwa.
"Ina ganin ya kamata a daidaita hauhawar farashin kayayyaki a shekarar 2022. A gaskiya ma, hauhawar farashin kayayyaki na dan lokaci kadan, kuma har zuwa kwanan nan wani abu kamar CPI (ƙididdigar farashin kayan masarufi) bai nuna ainihin halin da ake ciki ba, kuma hauhawar farashin kaya a baya Shi ne kuma dalilin da ya sa Farashin bitcoin ya tashi a cikin lokaci da suka gabata.Don haka bana ba tashin farashin kayayyaki ba ne, a’a tunanin da ake sa rai na faduwar hauhawar farashin kayayyaki.”
Shin Haɓakawa na Haƙiƙanin Riba yana da kyau ko mara kyau don kadarorin Crypto?
Makon da ya wuce kashi 8.6 bisa dari na shekara-shekara a cikin ma'auni na CPI ya kai shekaru 40 mai girma, wanda ya haifar da shakku cewa Tarayyar Tarayya na iya ƙara ƙarfin haɓakar riba.An yi imani da cewa karuwar kudaden ruwa, musamman ma ainihin kudaden ruwa, zai sa kasuwar hannun jari ta fadi, amma menene game da kadarorin crypto?
Mai watsa shiri ya tambaya: Shin hauhawar farashin riba na gaske yana da kyau ko mara kyau ga kadarorin crypto?
SBF ya yi imanin cewa haɓakar ƙimar riba na gaske yana da mummunan tasiri akan kadarorin crypto.
Ya bayyana cewa karuwar kudaden ruwa yana nufin cewa ƙananan kuɗi suna gudana a cikin kasuwa, kuma kadarorin crypto suna da halayen kadarorin zuba jari, don haka za a yi tasiri a dabi'a.Bugu da kari, hauhawar kudaden ruwa kuma zai shafi shirye-shiryen cibiyoyi da jarin jari.
SBF ya ce: A cikin 'yan shekarun da suka gabata, manyan masu zuba jari irin su hada-hadar jari da cibiyoyi sun himmatu wajen saka hannun jari a kasuwannin hada-hadar hannayen jari da kasuwannin crypto, amma a cikin 'yan watannin da suka gabata, wadannan cibiyoyin zuba jari sun fara sayar da kadarorin su, wanda ya jawo sayar da matsa lamba na hannun jari da cryptocurrencies.
Tasirin cryptocurrencies akan dala
Bayan haka, Patrick Collison yayi magana game da tasirin cryptocurrencies akan dalar Amurka.
Da farko dai ya nakalto Peter Thiel, uban gidan Silicon Valley babban birnin kasar, yana mai cewa mutane da yawa, kamar Peter Thiel, sun yi imanin cewa ana daukar agogon cryptocurrencies irin su Bitcoin a matsayin kudaden da za su iya maye gurbin dalar Amurka.Dalilan wannan sun haɗa da ƙananan kuɗaɗen ciniki, haɗe tare da haɗakar kuɗi da yawa, sa sabis na kuɗi ya isa ga mutane biliyan 7.
Don haka a gare ni, ban sani ba ko yanayin yanayin crypto yana da kyau ko mara kyau ga dala, menene kuke tunani?
SBF ta ce ta fahimci rudanin Patrick Collison saboda ba matsala ce mai fuska daya ba.
Cryptocurrencies kansu samfurori ne da yawa.A daya bangaren, kudin ne mafi inganci, wanda zai iya karawa rashin karfin kudade kamar dalar Amurka da fam na Burtaniya.A gefe guda kuma, yana iya zama kadari, wanda zai maye gurbin wasu dalar Amurka ko wasu kadarori a cikin rabon kadarorin kowa.
Maimakon yin jayayya ko bitcoin ko wasu cryptocurrencies suna da kyau ko mara kyau ga dala, SBF ta yi imanin cewa cryptocurrencies suna samar da wani tsarin ciniki na dabam wanda zai iya matsa lamba ga kudaden kasa da ayyukansu ba su da kyau kuma suna canzawa.Wani saitin zabi ga mutane.
A takaice, don tsarin kuɗi kamar dalar Amurka da fam na Burtaniya, cryptocurrencies na iya zama masu dacewa da tsarin kuɗi, amma a lokaci guda, cryptocurrencies kuma za su maye gurbin wasu kuɗaɗen fiat waɗanda basu da isassun ayyukan kuɗi.
SBF ya ce: "Kuna iya ganin cewa wasu kudaden fiat suna yin muni sosai saboda shekaru da yawa na rashin gudanar da ayyukansu, kuma ina ganin wadannan kasashe ne za su bukaci karin kwanciyar hankali, karin kudin da za a iya adanawa.Don haka ina tsammanin cryptocurrencies kamar madadin waɗannan kudaden fiat ne, suna samar da ingantaccen tsarin ciniki.
Ba a san yadda makomar cryptocurrencies za ta kasance ba, amma abin da aka sani a halin yanzu shine cewa kasuwa yana kula da halin kirki ga irin wannan binciken.Kuma a halin yanzu, tsarin cryptocurrency na yanzu shine babban tsarin kasuwa, kuma wannan zai ci gaba na dogon lokaci har sai mun sami ƙarin rikice-rikice, fahimtar kasuwa sabbin fasahohi da sabbin hanyoyin warwarewa.
A cikin wannan mahallin, a matsayin goyon bayan hardware na tsarin, ba shakka za a sami ƙarin mahalarta a cikinASIC ma'adinan ma'adinaimasana'antu.
Lokacin aikawa: Yuli-26-2022