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2022-01-06

Why Shares of Coinbase, Silvergate Capital, and Bakkt Holdings Fell<blockquote>Coinbase、Silvergate Capital 和 Bakkt Holdings 的股价为何下跌</blockquote>

What happenedShares of stocks in the crypto space struggled today, along with lots of other stocks t

Why Shares of Coinbase, Silvergate Capital, and Bakkt Holdings Fell<blockquote>Coinbase、Silvergate Capital 和 Bakkt Holdings 的股价为何下跌</blockquote>

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{"i18n":{"language":"zh_CN"},"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":[],"wearingBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Ok</body></html>","htmlText":"<html><head></head><body>Ok</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.laohunote.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>Coinbase、Silvergate Capital 和 Bakkt Holdings 的股价为何下跌</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":"<html><head></head><body>What happened<blockquote><html><head></head><body>发生了什么事</body></html></blockquote>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.<blockquote>加密货币领域的股票今天陷入困境，在美联储今天公布 12 月会议纪要后，许多其他股票也受到打击。</blockquote>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%.<blockquote>加密货币交易所的股份比特币基地全球（纳斯达克股票代码：COIN）今天下跌超过 6.3%，而这家加密货币银行的股价银门资本（纽约证券交易所代码：SI）下跌近10%。数字资产钱包公司股票巴克特控股（纽约证券交易所股票代码：BKKT）下跌近18%。</blockquote>So what<blockquote>那又怎样</blockquote>Minutes from the Fed&#39;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%.<blockquote>美联储 12 月会议纪要导致市场自由落体，道琼斯工业指数从下午 2 点前上涨到美国东部时间收盘下跌 400 点。这个纳斯达克复合材料这几分钟变得更加艰难，从下午的一些下跌到当天的下跌3.34%。</blockquote>Investors have been heavily adapting their trading strategies since November. That&#39;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.<blockquote>自11月以来，投资者一直在大幅调整他们的交易策略。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，然后今年可能多次提高基准隔夜借款利率。</blockquote><img src=\"https://static.tigerbbs.com/491f5a5704f351bd676fda966cd6653d\" tg-width=\"700\" tg-height=\"431\" width=\"100%\" height=\"auto\"/>IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote>The surprise in the Fed&#39;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. &#34;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,&#34; the Fed&#39;s minutes stated. The minutes also stated that &#34;the decision to initiate runoff would be data dependent.&#34;<blockquote>美联储近期会议纪要的惊喜来自于美联储成员正在考虑缩减其资产负债表规模，目前资产负债表规模已接近9万亿美元。美联储会议纪要称：“几乎所有参与者都同意，在联邦基金利率目标区间首次上调后的某个时间点启动资产负债表决算可能是合适的。”会议纪要还指出，“启动决胜的决定将取决于数据。”</blockquote>Jay Hatfield, CEO of Infrastructure Capital Management, said that balance sheet runoff would be &#34;disastrous,&#34; according to CNBC. &#34;I assume that they&#39;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,&#34; he said.<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，资产负债表径流将是“灾难性的”。“我认为他们会保持资产负债表持平，但如果通胀仍然非常强劲，他们可能会开始让资产负债表耗尽，”他说。</blockquote>When the Fed reduces its balance sheet, that means it&#39;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. &#34;You don&#39;t want to be in the stock market when the Fed is taking liquidity out of it -- it&#39;s like being in Coke when Warren Buffett is selling his position,&#34; Hatfield said.<blockquote>当美联储缩减资产负债表时，这意味着它正在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。这与美联储近两年来一直在向系统注入流动性的做法形成了鲜明对比。哈特菲尔德说：“当美联储从股市中抽取流动性时，你不想进入股市——这就像沃伦·巴菲特卖出头寸时进入可口可乐一样。”</blockquote>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&#39;s recent moves like tech and growth stocks.<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，就像科技股和成长型股票一样。</blockquote>Now what<blockquote>现在呢</blockquote>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.<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多余存款，可以投资于高收益贷款和证券。但如果美联储采取行动缩减资产负债表并撤回流动性，这可能会对许多受益于过剩流动性的成长型和科技股造成不利影响。</blockquote>It&#39;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&#39;s recent moves.<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像比特币可以对冲通货膨胀。但到目前为止，加密货币市场在很大程度上对美联储最近的举措做出了负面反应。</blockquote></body></html><blockquote></blockquote>","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>Coinbase、Silvergate Capital 和 Bakkt Holdings 的股价为何下跌</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>Coinbase、Silvergate Capital 和 Bakkt Holdings 的股价为何下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2022-01-06 10:59\n\n</h4>\n</header>\n<article>\n<html><head></head><body>What happened<blockquote><html><head></head><body>发生了什么事</body></html></blockquote>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.<blockquote>加密货币领域的股票今天陷入困境，在美联储今天公布 12 月会议纪要后，许多其他股票也受到打击。</blockquote>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%.<blockquote>加密货币交易所的股份比特币基地全球（纳斯达克股票代码：COIN）今天下跌超过 6.3%，而这家加密货币银行的股价银门资本（纽约证券交易所代码：SI）下跌近10%。数字资产钱包公司股票巴克特控股（纽约证券交易所股票代码：BKKT）下跌近18%。</blockquote>So what<blockquote>那又怎样</blockquote>Minutes from the Fed&#39;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%.<blockquote>美联储 12 月会议纪要导致市场自由落体，道琼斯工业指数从下午 2 点前上涨到美国东部时间收盘下跌 400 点。这个纳斯达克复合材料这几分钟变得更加艰难，从下午的一些下跌到当天的下跌3.34%。</blockquote>Investors have been heavily adapting their trading strategies since November. That&#39;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.<blockquote>自11月以来，投资者一直在大幅调整他们的交易策略。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，然后今年可能多次提高基准隔夜借款利率。</blockquote><img src=\"https://static.tigerbbs.com/491f5a5704f351bd676fda966cd6653d\" tg-width=\"700\" tg-height=\"431\" width=\"100%\" height=\"auto\"/>IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote>The surprise in the Fed&#39;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. &#34;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,&#34; the Fed&#39;s minutes stated. The minutes also stated that &#34;the decision to initiate runoff would be data dependent.&#34;<blockquote>美联储近期会议纪要的惊喜来自于美联储成员正在考虑缩减其资产负债表规模，目前资产负债表规模已接近9万亿美元。美联储会议纪要称：“几乎所有参与者都同意，在联邦基金利率目标区间首次上调后的某个时间点启动资产负债表决算可能是合适的。”会议纪要还指出，“启动决胜的决定将取决于数据。”</blockquote>Jay Hatfield, CEO of Infrastructure Capital Management, said that balance sheet runoff would be &#34;disastrous,&#34; according to CNBC. &#34;I assume that they&#39;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,&#34; he said.<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，资产负债表径流将是“灾难性的”。“我认为他们会保持资产负债表持平，但如果通胀仍然非常强劲，他们可能会开始让资产负债表耗尽，”他说。</blockquote>When the Fed reduces its balance sheet, that means it&#39;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. &#34;You don&#39;t want to be in the stock market when the Fed is taking liquidity out of it -- it&#39;s like being in Coke when Warren Buffett is selling his position,&#34; Hatfield said.<blockquote>当美联储缩减资产负债表时，这意味着它正在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。这与美联储近两年来一直在向系统注入流动性的做法形成了鲜明对比。哈特菲尔德说：“当美联储从股市中抽取流动性时，你不想进入股市——这就像沃伦·巴菲特卖出头寸时进入可口可乐一样。”</blockquote>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&#39;s recent moves like tech and growth stocks.<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，就像科技股和成长型股票一样。</blockquote>Now what<blockquote>现在呢</blockquote>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.<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多余存款，可以投资于高收益贷款和证券。但如果美联储采取行动缩减资产负债表并撤回流动性，这可能会对许多受益于过剩流动性的成长型和科技股造成不利影响。</blockquote>It&#39;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&#39;s recent moves.<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像比特币可以对冲通货膨胀。但到目前为止，加密货币市场在很大程度上对美联储最近的举措做出了负面反应。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2022/01/05/why-shares-of-coinbase-silvergate-capital-and-bakk/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","SI":"Shoulder Innovations, Inc.","BKKT":"Bakkt Holdings, 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":{"BKKT":0.9,"COIN":0.9,"SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3017,"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,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}