{"id":1730,"date":"2024-08-08T18:27:32","date_gmt":"2024-08-08T18:27:32","guid":{"rendered":"https:\/\/bitcoinnewscrypto.com\/tr\/?p=1730"},"modified":"2024-08-08T18:27:32","modified_gmt":"2024-08-08T18:27:32","slug":"bitcoin-rebound-supported-by-institutional-investors-jpmorgan","status":"publish","type":"post","link":"https:\/\/bitcoinnewscrypto.com\/tr\/news\/bitcoin\/bitcoin-rebound-supported-by-institutional-investors-jpmorgan\/","title":{"rendered":"Kripto Para Piyasas\u0131 FTX Krizi Sonras\u0131 Toparlan\u0131yor: Kurumsal Yat\u0131r\u0131mc\u0131lar Y\u00fckseli\u015fte"},"content":{"rendered":"

Piyasa Genel Bak\u0131\u015f\u0131<\/h2>\n\n

Pazartesi g\u00fcn\u00fc, kripto para piyasas\u0131 FTX krizi sonras\u0131ndaki en sert d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc ya\u015fad\u0131. Bitcoin fiyat\u0131 %15’ten fazla d\u00fc\u015ft\u00fc ancak daha sonra toparland\u0131. JPMorgan analistlerine g\u00f6re, bu toparlanma a\u011f\u0131rl\u0131kl\u0131 olarak kurumsal yat\u0131r\u0131mc\u0131lar taraf\u0131ndan desteklendi. Bu yat\u0131r\u0131mc\u0131lar, daha geni\u015f piyasa t\u00fcrb\u00fclans\u0131na ra\u011fmen, bitcoin vadeli i\u015flemlerinde s\u0131n\u0131rl\u0131 veya hi\u00e7 risk azaltma g\u00f6stermediler.<\/p>\n\n

Kurumsal Yat\u0131r\u0131mc\u0131lar\u0131n Rol\u00fc<\/h2>\n\n

Kurumsal yat\u0131r\u0131mc\u0131lar, bitcoin fiyat\u0131n\u0131n toparlanmas\u0131n\u0131 desteklemede \u00e7ok \u00f6nemli bir rol oynad\u0131lar. CME bitcoin vadeli i\u015flem s\u00f6zle\u015fmelerindeki k\u00fcm\u00fclatif a\u00e7\u0131k pozisyonlar\u0131 takip eden JPMorgan’\u0131n vadeli i\u015flem pozisyonu g\u00f6stergesi ve vadeli i\u015flem e\u011frisinin pozitif e\u011fimi, bu yat\u0131r\u0131mc\u0131lar aras\u0131nda y\u00fckseli\u015f e\u011filimine i\u015faret ediyor. Analistler, vadeli i\u015flem yat\u0131r\u0131mc\u0131lar\u0131 aras\u0131nda, vadeli i\u015flem fiyatlar\u0131n\u0131n spot fiyatlara k\u0131yasla daha y\u00fcksek bir prim almas\u0131n\u0131n g\u00fcvene i\u015faret etti\u011fini s\u00f6yledi.<\/p>\n\n

Olumlu Kataliz\u00f6rler<\/h2>\n\n

Kurumsal yat\u0131r\u0131mc\u0131lar aras\u0131ndaki iyimserli\u011fe katk\u0131da bulunan birka\u00e7 fakt\u00f6r vard\u0131r:<\/p>\n\n

    \n
  1. Morgan Stanley’nin Deste\u011fi<\/strong>: Ge\u00e7en hafta, Morgan Stanley servet dan\u0131\u015fmanlar\u0131n\u0131n m\u00fc\u015fterilerinden baz\u0131lar\u0131na spot bitcoin borsa yat\u0131r\u0131m fonlar\u0131n\u0131 \u00f6nermelerine izin verdi.<\/li>\n
  2. B\u00fcy\u00fck Likidasyonlar Arkam\u0131zda Kald\u0131<\/strong>: Mt. Gox ve Genesis iflaslar\u0131ndan kaynaklanan b\u00fcy\u00fck likidasyonlar\u0131n muhtemelen bitti ve FTX iflas\u0131ndan bu y\u0131l\u0131n ilerleyen aylar\u0131nda yap\u0131lacak nakit \u00f6demeler kripto para piyasas\u0131nda talebi art\u0131rabilir.<\/li>\n
  3. Siyasi Destek<\/strong>: ABD’nin her iki b\u00fcy\u00fck siyasi partisi de olumlu kripto para d\u00fczenlemelerine desteklerini ifade ediyor.<\/li>\n<\/ol>\n\n

    Bununla birlikte, analistler bu olumlu kataliz\u00f6rlerin b\u00fcy\u00fck \u00f6l\u00e7\u00fcde dikkate al\u0131nd\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n\n

    Bitcoin Fiyat\u0131n\u0131n Toparlanmas\u0131<\/h2>\n\n

    Pazartesi g\u00fcnk\u00fc sert d\u00fczeltmenin ard\u0131ndan Bitcoin’in fiyat\u0131 yakla\u015f\u0131k 49.000 dolardan 57.000 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131. Analistler, 49.000 dolarl\u0131k seviyenin, JPMorgan’\u0131n yakla\u015f\u0131k 45.000 dolarl\u0131k bitcoin \u00fcretim maliyeti konusundaki ana tahminine denk geldi\u011fini s\u00f6yledi. Bitcoin fiyat\u0131 bu seviyede veya alt\u0131nda daha uzun bir s\u00fcre kalsayd\u0131, bu bitcoin madencilerine bask\u0131 yaparak bitcoin fiyatlar\u0131 \u00fczerinde daha fazla a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131ya yol a\u00e7ard\u0131.<\/p>\n\n

    Geleneksel Risk Varl\u0131klar\u0131ndan Bula\u015f<\/h2>\n\n

    Bitcoin’deki sert d\u00fc\u015f\u00fc\u015f, kriptoya \u00f6zel sorunlardan de\u011fil, hisse senetleri gibi geleneksel riskli varl\u0131klardaki bir d\u00fczeltmeden kaynaklanan bula\u015ftan kaynakland\u0131. Bununla birlikte, medya raporlar\u0131, belirli bir kripto ticaret firmas\u0131n\u0131n \u00f6nemli miktarlarda ether likide ederek d\u00fc\u015f\u00fc\u015fe katk\u0131da bulundu\u011funu \u00f6ne s\u00fcr\u00fcyor. Analistler firman\u0131n ad\u0131n\u0131 do\u011frudan vermese de Jump Crypto oldu\u011fu anla\u015f\u0131l\u0131yor.<\/p>\n\n

    Bireysel Yat\u0131r\u0131mc\u0131lar ve Momentum Yat\u0131r\u0131mc\u0131lar\u0131<\/h2>\n\n

    Kurumsal yat\u0131r\u0131mc\u0131lar bitcoin’in toparlanmas\u0131n\u0131 desteklemeye yard\u0131mc\u0131 olurken, bireysel yat\u0131r\u0131mc\u0131lar d\u00fc\u015f\u00fc\u015fe katk\u0131da bulundu. Spot bitcoin ETF’leri, bu y\u0131l\u0131n ba\u015flar\u0131nda piyasaya s\u00fcr\u00fclmelerinden bu yana en b\u00fcy\u00fck ayl\u0131k \u00e7\u0131k\u0131\u015flar\u0131n\u0131 bu ay ya\u015fad\u0131. Ayr\u0131ca emtia ticaret dan\u0131\u015fmanlar\u0131 gibi momentum yat\u0131r\u0131mc\u0131lar\u0131, uzun pozisyonlardan \u00e7\u0131karak ve k\u0131sa pozisyonlar a\u00e7arak rol oynad\u0131lar.<\/p>\n\n

    Tedbirli Bak\u0131\u015f A\u00e7\u0131s\u0131<\/h2>\n\n

    Son toparlanmaya ra\u011fmen, JPMorgan analistleri kripto para piyasas\u0131 konusunda temkinlili\u011fini koruyor. Olumlu kataliz\u00f6rlerin b\u00fcy\u00fck \u00f6l\u00e7\u00fcde dikkate al\u0131nmas\u0131 ve CME bitcoin vadeli i\u015flemlerinde s\u0131n\u0131rl\u0131 risk azaltma, devam eden hisse senedi piyasalar\u0131ndaki k\u0131r\u0131lganl\u0131kla birle\u015fti\u011finde, analistler temkinli bir bak\u0131\u015f a\u00e7\u0131s\u0131n\u0131n s\u00fcrd\u00fcr\u00fclmesini \u00f6neriyor.<\/p>\n\n

    Bitcoin Vadeli \u0130\u015flemleri ve Kurumsal G\u00fcven<\/h2>\n\n

    JPMorgan’\u0131n vadeli i\u015flem pozisyon g\u00f6stergesi, CME bitcoin vadeli i\u015flem s\u00f6zle\u015fmelerindeki k\u00fcm\u00fclatif a\u00e7\u0131k pozisyonu izler. Vadeli i\u015flem e\u011frisinin pozitif e\u011fimi, kurumsal yat\u0131r\u0131mc\u0131lar aras\u0131nda y\u00fckseli\u015f e\u011filimine i\u015faret ediyor. Vadeli i\u015flem fiyatlar\u0131n\u0131n spot fiyatlara k\u0131yasla daha y\u00fcksek bir prim almas\u0131, vadeli i\u015flem yat\u0131r\u0131mc\u0131lar\u0131n\u0131n g\u00fcvenini g\u00f6steriyor.<\/p>\n\n

    Morgan Stanley’nin Hareketi<\/h2>\n\n

    Ge\u00e7en hafta, Morgan Stanley servet dan\u0131\u015fmanlar\u0131n\u0131n m\u00fc\u015fterilerinden baz\u0131lar\u0131na spot bitcoin borsa yat\u0131r\u0131m fonlar\u0131n\u0131 (ETF) \u00f6nermelerine izin verdi. Bu hareket, kripto para piyasas\u0131 i\u00e7in olumlu bir ad\u0131m olarak g\u00f6r\u00fcl\u00fcyor ve kurumsal yat\u0131r\u0131mc\u0131lar aras\u0131ndaki iyimserli\u011fe katk\u0131da bulundu.<\/p>\n\n

    Ge\u00e7mi\u015f \u0130flaslar\u0131n Etkisi<\/h2>\n\n

    Mt. Gox ve Genesis iflaslar\u0131ndan kaynaklanan b\u00fcy\u00fck likidasyonlar\u0131n muhtemelen geride kald\u0131k. Bu olaylar daha \u00f6nce bitcoin fiyatlar\u0131 \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturmu\u015ftu. Ancak, bu y\u0131l\u0131n ilerleyen aylar\u0131nda FTX iflas\u0131ndan yap\u0131lacak nakit \u00f6demeler kripto para piyasas\u0131nda talebi art\u0131rabilir.<\/p>\n\n

    Kripto Para Mevzuat\u0131 \u0130\u00e7in Siyasi Destek<\/h2>\n\n

    ABD’nin her iki b\u00fcy\u00fck siyasi partisi de olumlu kripto para d\u00fczenlemelerine desteklerini ifade ediyor. Bu siyasi destek, kurumsal yat\u0131r\u0131mc\u0131lar aras\u0131ndaki olumlu havay\u0131 destekleyen bir ba\u015fka fakt\u00f6rd\u00fcr.<\/p>\n\n

    Bitcoin \u00dcretim Maliyeti<\/h2>\n\n

    49.000 dolarl\u0131k seviye, JPMorgan’\u0131n yakla\u015f\u0131k 45.000 dolarl\u0131k bitcoin \u00fcretim maliyeti konusundaki ana tahminine denk geliyor. Bitcoin fiyat\u0131 bu seviyede veya alt\u0131nda daha uzun bir s\u00fcre kalsayd\u0131, bu bitcoin madencilerine bask\u0131 yaparak bitcoin fiyatlar\u0131 \u00fczerinde daha fazla a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131ya yol a\u00e7ard\u0131.<\/p>\n\n

    Geleneksel Risk Varl\u0131klar\u0131ndan Bula\u015f<\/h2>\n\n

    Bitcoin’deki son d\u00fc\u015f\u00fc\u015f, kriptoya \u00f6zel sorunlardan de\u011fil, hisse senetleri gibi geleneksel riskli varl\u0131klardaki bir d\u00fczeltmeden kaynaklanan bula\u015ftan kaynakland\u0131. Medya raporlar\u0131, belirli bir kripto ticaret firmas\u0131n\u0131n \u00f6nemli miktarlarda ether likide ederek d\u00fc\u015f\u00fc\u015fe katk\u0131da bulundu\u011funu \u00f6ne s\u00fcr\u00fcyor. Firman\u0131n Jump Crypto oldu\u011funa inan\u0131l\u0131yor.<\/p>\n\n

    Bireysel Yat\u0131r\u0131mc\u0131lar\u0131n Etkisi<\/h2>\n\n

    Bireysel yat\u0131r\u0131mc\u0131lar, bitcoin’in son d\u00fc\u015f\u00fc\u015f\u00fcnde \u00f6nemli bir rol oynad\u0131. Spot bitcoin ETF’leri, bu y\u0131l\u0131n ba\u015flar\u0131nda piyasaya s\u00fcr\u00fclmelerinden bu yana en b\u00fcy\u00fck ayl\u0131k \u00e7\u0131k\u0131\u015flar\u0131n\u0131 ya\u015fad\u0131. Emtia ticaret dan\u0131\u015fmanlar\u0131 gibi momentum yat\u0131r\u0131mc\u0131lar\u0131 da uzun pozisyonlardan \u00e7\u0131karak ve k\u0131sa pozisyonlar a\u00e7arak katk\u0131da bulundular.<\/p>\n\n

    Tedbirli Bir Bak\u0131\u015f A\u00e7\u0131s\u0131n\u0131n S\u00fcrd\u00fcr\u00fclmesi<\/h2>\n\n

    Son toparlanmaya ra\u011fmen, JPMorgan analistleri kripto para piyasas\u0131 konusunda temkinlili\u011fini koruyor. Daha \u00f6nce bahsedilen olumlu kataliz\u00f6rler b\u00fcy\u00fck \u00f6l\u00e7\u00fcde dikkate al\u0131nd\u0131 \u200b\u200bve CME bitcoin vadeli i\u015flem alan\u0131nda s\u0131n\u0131rl\u0131 risk azaltma var. Ayr\u0131ca, hisse senedi piyasalar\u0131nda devam eden k\u0131r\u0131lganl\u0131k, temkinli bir bak\u0131\u015f a\u00e7\u0131s\u0131na duyulan ihtiyac\u0131 g\u00f6steriyor.<\/p>","protected":false},"excerpt":{"rendered":"

    Piyasa Genel Bak\u0131\u015f\u0131 Pazartesi g\u00fcn\u00fc, kripto para piyasas\u0131 FTX krizi sonras\u0131ndaki en sert d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc ya\u015fad\u0131. Bitcoin fiyat\u0131 %15’ten fazla d\u00fc\u015ft\u00fc ancak daha sonra toparland\u0131. JPMorgan analistlerine g\u00f6re, bu toparlanma a\u011f\u0131rl\u0131kl\u0131…<\/p>\n","protected":false},"author":1,"featured_media":1731,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-1730","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bitcoin"],"_links":{"self":[{"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/posts\/1730","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/comments?post=1730"}],"version-history":[{"count":1,"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/posts\/1730\/revisions"}],"predecessor-version":[{"id":1732,"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/posts\/1730\/revisions\/1732"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/media\/1731"}],"wp:attachment":[{"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/media?parent=1730"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/categories?post=1730"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/tags?post=1730"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}