Moneywizpd
2022-01-06
Ok
Why Shares of Coinbase, Silvergate Capital, and Bakkt Holdings Fell<blockquote>为什么Coinbase、Silvergate Capital和Bakkt Holdings的股价下跌</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":695282297,"tweetId":"695282297","gmtCreate":1641474336420,"gmtModify":1641474353978,"author":{"id":4087711900619250,"idStr":"4087711900619250","authorId":4087711900619250,"authorIdStr":"4087711900619250","name":"Moneywizpd","avatar":"https://static.tigerbbs.com/580bebc047322cc7965ae0543c54168a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Ok</p></body></html>","htmlText":"<html><head></head><body><p>Ok</p></body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/695282297","repostId":1105447974,"repostType":4,"repost":{"id":"1105447974","kind":"news","pubTimestamp":1641437978,"share":"https://www.laohu8.com/m/news/1105447974?lang=zh_CN&edition=full","pubTime":"2022-01-06 10:59","market":"us","language":"en","title":"Why Shares of Coinbase, Silvergate Capital, and Bakkt Holdings Fell<blockquote>为什么Coinbase、Silvergate Capital和Bakkt Holdings的股价下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105447974","media":"Motley Fool","summary":"What happenedShares of stocks in the crypto space struggled today, along with lots of other stocks t","content":"<p><html><head></head><body><b>What happened</b></p><p><blockquote><html><head></head><body><b>发生了什么</b></body></html></blockquote></p><p>Shares of stocks in the crypto space struggled today, along with lots of other stocks that took a hit after the Federal Reserve released minutes from its December meeting today.</p><p><blockquote>在美联储今天发布12月会议纪要后,加密货币领域的股票以及许多其他股票今天都受到了打击。</blockquote></p><p>Shares of the cryptocurrency exchange <b>Coinbase Global</b>(NASDAQ:COIN)fell more than 6.3% today, while shares of the crypto bank <b>Silvergate Capital</b>(NYSE:SI)fell nearly 10%. Shares of the digital asset wallet company <b>Bakkt Holdings</b>(NYSE:BKKT)fell nearly 18%.</p><p><blockquote>加密货币交易所的股份<b>比特币基地全球</b>(纳斯达克:COIN)今天下跌超过6.3%,而加密货币银行的股价<b>银门资本</b>(NYSE:SI)跌近10%。数字资产钱包公司的股票<b>巴克特控股</b>(NYSE:BKKT)跌近18%。</blockquote></p><p><b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p>Minutes from the Fed's December meeting sent the market into a free-fall, with the <b>Dow Jones Industrial Average</b> going from being up on the day just before 2 p.m. ET to ending the day down 400 points. The <b>Nasdaq Composite</b> took the minutes even harder, going from being down some in the afternoon to ending the day down 3.34%.</p><p><blockquote>美联储12月会议纪要让市场直线下跌,<b>道琼斯工业平均指数</b>从美国东部时间下午2点前的上涨到当天收盘下跌400点。The<b>纳斯达克复合材料</b>几分钟的时间更加艰难,从下午下跌一些到当天收盘下跌3.34%。</blockquote></p><p>Investors have been heavily adapting their trading strategies since November. That's because the Fed has indicated that it plans to wind down the bond purchases that it began early in the pandemic potentially as soon as March, and then potentially raise its benchmark overnight borrowing rate multiple times this year.</p><p><blockquote>自11月以来,投资者一直在大幅调整交易策略。这是因为美联储已表示,计划最早可能在3月份结束疫情初期开始的债券购买,然后可能在今年多次提高基准隔夜借款利率。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/491f5a5704f351bd676fda966cd6653d\" tg-width=\"700\" tg-height=\"431\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p>The surprise in the Fed's recent meeting minutes came from the fact that members of the Fed are considering decreasing the size of its balance sheet, which is now close to $9 trillion. "Almost all participants agreed that it would likely be appropriate to initiate balance sheet runoff at some point after the first increase in the target range for the federal funds rate," the Fed's minutes stated. The minutes also stated that "the decision to initiate runoff would be data dependent."</p><p><blockquote>美联储最近的会议纪要中令人惊讶的是,美联储成员正在考虑缩减资产负债表规模,目前资产负债表规模已接近9万亿美元。美联储纪要称:“几乎所有参与者都认为,在首次上调联邦基金利率目标区间后的某个时间点启动资产负债表决胜可能是合适的。”会议纪要还指出,“启动决选的决定将取决于数据。”</blockquote></p><p>Jay Hatfield, CEO of Infrastructure Capital Management, said that balance sheet runoff would be "disastrous," according to CNBC. "I assume that they're going to keep the balance sheet flat, but it is possible if inflation stays really hot that they start letting the balance sheet run off," he said.</p><p><blockquote>据CNBC报道,基础设施资本管理公司首席执行官杰伊·哈特菲尔德(Jay Hatfield)表示,资产负债表流失将是“灾难性的”。他表示:“我假设他们会保持资产负债表持平,但如果通胀持续高涨,他们可能会开始让资产负债表流失。”</blockquote></p><p>When the Fed reduces its balance sheet, that means it's selling assets like Treasuries and mortgage-backed securities back into the market, which effectively removes liquidity. It would be in pretty stark contrast to what the Fed has been doing for nearly two years now, which is injecting liquidity into the system. "You don't want to be in the stock market when the Fed is taking liquidity out of it -- it's like being in Coke when Warren Buffett is selling his position," Hatfield said.</p><p><blockquote>当美联储缩减资产负债表时,这意味着它将国债和抵押贷款支持证券等资产卖回市场,这实际上消除了流动性。这将与美联储近两年来一直在向系统注入流动性的做法形成鲜明对比。哈特菲尔德表示:“当美联储从股市中抽走流动性时,你不想进入股市——这就像沃伦·巴菲特出售头寸时进入可口可乐一样。”</blockquote></p><p>Coinbase, Silvergate Capital, and Bakkt are largely considered tech stocks, even though Silvergate is a licensed bank, but they also trade in correlation to cryptocurrencies to varying degrees. So far, cryptocurrencies have largely reacted to the Fed's recent moves like tech and growth stocks.</p><p><blockquote>Coinbase、Silvergate Capital和Bakkt在很大程度上被认为是科技股,尽管Silvergate是一家持牌银行,但它们的交易也在不同程度上与加密货币相关。到目前为止,加密货币在很大程度上对美联储最近的举措做出了反应,如科技股和成长型股票。</blockquote></p><p><b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p>In a rising-rate environment, profitability at Silvergate is actually projected to soar because the bank has billions of excess deposits it could invest in higher-yielding loans and securities. But if the Fed moves to reduce its balance sheet and remove liquidity, that would likely be detrimental to many growth and tech stocks, which have benefited from the excess liquidity.</p><p><blockquote>在利率上升的环境下,Silvergate的盈利能力实际上预计将飙升,因为该银行拥有数十亿美元的超额存款,可以投资于高收益的贷款和证券。但如果美联储采取行动缩减资产负债表并消除流动性,这可能会对许多受益于流动性过剩的成长股和科技股不利。</blockquote></p><p>It's a bit harder to predict how cryptocurrencies will perform in that kind of environment, as some think that certain cryptocurrencies like <b>Bitcoin</b> can hedge inflation. But so far the crypto market has largely reacted negatively to the Fed's recent moves.</p><p><blockquote>预测加密货币在这种环境下的表现有点困难,因为有些人认为某些加密货币喜欢<b>比特币</b>可以对冲通胀。但到目前为止,加密市场对美联储最近的举措反应很大程度上是负面的。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Shares of Coinbase, Silvergate Capital, and Bakkt Holdings Fell<blockquote>为什么Coinbase、Silvergate Capital和Bakkt Holdings的股价下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Shares of Coinbase, Silvergate Capital, and Bakkt Holdings Fell<blockquote>为什么Coinbase、Silvergate Capital和Bakkt Holdings的股价下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2022-01-06 10:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>What happened</b></p><p><blockquote><html><head></head><body><b>发生了什么</b></body></html></blockquote></p><p>Shares of stocks in the crypto space struggled today, along with lots of other stocks that took a hit after the Federal Reserve released minutes from its December meeting today.</p><p><blockquote>在美联储今天发布12月会议纪要后,加密货币领域的股票以及许多其他股票今天都受到了打击。</blockquote></p><p>Shares of the cryptocurrency exchange <b>Coinbase Global</b>(NASDAQ:COIN)fell more than 6.3% today, while shares of the crypto bank <b>Silvergate Capital</b>(NYSE:SI)fell nearly 10%. Shares of the digital asset wallet company <b>Bakkt Holdings</b>(NYSE:BKKT)fell nearly 18%.</p><p><blockquote>加密货币交易所的股份<b>比特币基地全球</b>(纳斯达克:COIN)今天下跌超过6.3%,而加密货币银行的股价<b>银门资本</b>(NYSE:SI)跌近10%。数字资产钱包公司的股票<b>巴克特控股</b>(NYSE:BKKT)跌近18%。</blockquote></p><p><b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p>Minutes from the Fed's December meeting sent the market into a free-fall, with the <b>Dow Jones Industrial Average</b> going from being up on the day just before 2 p.m. ET to ending the day down 400 points. The <b>Nasdaq Composite</b> took the minutes even harder, going from being down some in the afternoon to ending the day down 3.34%.</p><p><blockquote>美联储12月会议纪要让市场直线下跌,<b>道琼斯工业平均指数</b>从美国东部时间下午2点前的上涨到当天收盘下跌400点。The<b>纳斯达克复合材料</b>几分钟的时间更加艰难,从下午下跌一些到当天收盘下跌3.34%。</blockquote></p><p>Investors have been heavily adapting their trading strategies since November. That's because the Fed has indicated that it plans to wind down the bond purchases that it began early in the pandemic potentially as soon as March, and then potentially raise its benchmark overnight borrowing rate multiple times this year.</p><p><blockquote>自11月以来,投资者一直在大幅调整交易策略。这是因为美联储已表示,计划最早可能在3月份结束疫情初期开始的债券购买,然后可能在今年多次提高基准隔夜借款利率。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/491f5a5704f351bd676fda966cd6653d\" tg-width=\"700\" tg-height=\"431\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p>The surprise in the Fed's recent meeting minutes came from the fact that members of the Fed are considering decreasing the size of its balance sheet, which is now close to $9 trillion. "Almost all participants agreed that it would likely be appropriate to initiate balance sheet runoff at some point after the first increase in the target range for the federal funds rate," the Fed's minutes stated. The minutes also stated that "the decision to initiate runoff would be data dependent."</p><p><blockquote>美联储最近的会议纪要中令人惊讶的是,美联储成员正在考虑缩减资产负债表规模,目前资产负债表规模已接近9万亿美元。美联储纪要称:“几乎所有参与者都认为,在首次上调联邦基金利率目标区间后的某个时间点启动资产负债表决胜可能是合适的。”会议纪要还指出,“启动决选的决定将取决于数据。”</blockquote></p><p>Jay Hatfield, CEO of Infrastructure Capital Management, said that balance sheet runoff would be "disastrous," according to CNBC. "I assume that they're going to keep the balance sheet flat, but it is possible if inflation stays really hot that they start letting the balance sheet run off," he said.</p><p><blockquote>据CNBC报道,基础设施资本管理公司首席执行官杰伊·哈特菲尔德(Jay Hatfield)表示,资产负债表流失将是“灾难性的”。他表示:“我假设他们会保持资产负债表持平,但如果通胀持续高涨,他们可能会开始让资产负债表流失。”</blockquote></p><p>When the Fed reduces its balance sheet, that means it's selling assets like Treasuries and mortgage-backed securities back into the market, which effectively removes liquidity. It would be in pretty stark contrast to what the Fed has been doing for nearly two years now, which is injecting liquidity into the system. "You don't want to be in the stock market when the Fed is taking liquidity out of it -- it's like being in Coke when Warren Buffett is selling his position," Hatfield said.</p><p><blockquote>当美联储缩减资产负债表时,这意味着它将国债和抵押贷款支持证券等资产卖回市场,这实际上消除了流动性。这将与美联储近两年来一直在向系统注入流动性的做法形成鲜明对比。哈特菲尔德表示:“当美联储从股市中抽走流动性时,你不想进入股市——这就像沃伦·巴菲特出售头寸时进入可口可乐一样。”</blockquote></p><p>Coinbase, Silvergate Capital, and Bakkt are largely considered tech stocks, even though Silvergate is a licensed bank, but they also trade in correlation to cryptocurrencies to varying degrees. So far, cryptocurrencies have largely reacted to the Fed's recent moves like tech and growth stocks.</p><p><blockquote>Coinbase、Silvergate Capital和Bakkt在很大程度上被认为是科技股,尽管Silvergate是一家持牌银行,但它们的交易也在不同程度上与加密货币相关。到目前为止,加密货币在很大程度上对美联储最近的举措做出了反应,如科技股和成长型股票。</blockquote></p><p><b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p>In a rising-rate environment, profitability at Silvergate is actually projected to soar because the bank has billions of excess deposits it could invest in higher-yielding loans and securities. But if the Fed moves to reduce its balance sheet and remove liquidity, that would likely be detrimental to many growth and tech stocks, which have benefited from the excess liquidity.</p><p><blockquote>在利率上升的环境下,Silvergate的盈利能力实际上预计将飙升,因为该银行拥有数十亿美元的超额存款,可以投资于高收益的贷款和证券。但如果美联储采取行动缩减资产负债表并消除流动性,这可能会对许多受益于流动性过剩的成长股和科技股不利。</blockquote></p><p>It's a bit harder to predict how cryptocurrencies will perform in that kind of environment, as some think that certain cryptocurrencies like <b>Bitcoin</b> can hedge inflation. But so far the crypto market has largely reacted negatively to the Fed's recent moves.</p><p><blockquote>预测加密货币在这种环境下的表现有点困难,因为有些人认为某些加密货币喜欢<b>比特币</b>可以对冲通胀。但到目前为止,加密市场对美联储最近的举措反应很大程度上是负面的。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2022/01/05/why-shares-of-coinbase-silvergate-capital-and-bakk/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BKKT":"Bakkt Holdings, Inc.","SI":"Shoulder Innovations, Inc.","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2022/01/05/why-shares-of-coinbase-silvergate-capital-and-bakk/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105447974","content_text":"What happenedShares of stocks in the crypto space struggled today, along with lots of other stocks that took a hit after the Federal Reserve released minutes from its December meeting today.Shares of the cryptocurrency exchange Coinbase Global(NASDAQ:COIN)fell more than 6.3% today, while shares of the crypto bank Silvergate Capital(NYSE:SI)fell nearly 10%. Shares of the digital asset wallet company Bakkt Holdings(NYSE:BKKT)fell nearly 18%.So whatMinutes from the Fed's December meeting sent the market into a free-fall, with the Dow Jones Industrial Average going from being up on the day just before 2 p.m. ET to ending the day down 400 points. The Nasdaq Composite took the minutes even harder, going from being down some in the afternoon to ending the day down 3.34%.Investors have been heavily adapting their trading strategies since November. That's because the Fed has indicated that it plans to wind down the bond purchases that it began early in the pandemic potentially as soon as March, and then potentially raise its benchmark overnight borrowing rate multiple times this year.IMAGE SOURCE: GETTY IMAGES.The surprise in the Fed's recent meeting minutes came from the fact that members of the Fed are considering decreasing the size of its balance sheet, which is now close to $9 trillion. \"Almost all participants agreed that it would likely be appropriate to initiate balance sheet runoff at some point after the first increase in the target range for the federal funds rate,\" the Fed's minutes stated. The minutes also stated that \"the decision to initiate runoff would be data dependent.\"Jay Hatfield, CEO of Infrastructure Capital Management, said that balance sheet runoff would be \"disastrous,\" according to CNBC. \"I assume that they're going to keep the balance sheet flat, but it is possible if inflation stays really hot that they start letting the balance sheet run off,\" he said.When the Fed reduces its balance sheet, that means it's selling assets like Treasuries and mortgage-backed securities back into the market, which effectively removes liquidity. It would be in pretty stark contrast to what the Fed has been doing for nearly two years now, which is injecting liquidity into the system. \"You don't want to be in the stock market when the Fed is taking liquidity out of it -- it's like being in Coke when Warren Buffett is selling his position,\" Hatfield said.Coinbase, Silvergate Capital, and Bakkt are largely considered tech stocks, even though Silvergate is a licensed bank, but they also trade in correlation to cryptocurrencies to varying degrees. So far, cryptocurrencies have largely reacted to the Fed's recent moves like tech and growth stocks.Now whatIn a rising-rate environment, profitability at Silvergate is actually projected to soar because the bank has billions of excess deposits it could invest in higher-yielding loans and securities. But if the Fed moves to reduce its balance sheet and remove liquidity, that would likely be detrimental to many growth and tech stocks, which have benefited from the excess liquidity.It's a bit harder to predict how cryptocurrencies will perform in that kind of environment, as some think that certain cryptocurrencies like Bitcoin can hedge inflation. But so far the crypto market has largely reacted negatively to the Fed's recent moves.","news_type":1,"symbols_score_info":{"SI":0.9,"COIN":0.9,"BKKT":0.9}},"isVote":1,"tweetType":1,"viewCount":2376,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/695282297"}
精彩评论