Bitcoin ve alt\u0131n, dolar\u0131n zay\u0131flamas\u0131n\u0131n itibari paraya alternatiflere talebi art\u0131rmas\u0131yla a\u011fustosta ralli yapt\u0131; ancak aralar\u0131ndaki ili\u015fki dalgal\u0131 kald\u0131. Bitcoin\u2019in sabit arz\u0131 ve daha y\u00fcksek oynakl\u0131\u011f\u0131, onu alt\u0131n\u0131n derin likiditesi ve rezervlerde ile hanehalk\u0131 tasarruflar\u0131ndaki y\u00fczy\u0131llara yay\u0131lan rol\u00fcnden ay\u0131rmay\u0131 s\u00fcrd\u00fcr\u00fcyor. Fiyat hareketleri bu kar\u015f\u0131tl\u0131\u011f\u0131 ortaya koydu: Bitcoin, ay boyunca %28 y\u00fckseldikten sonra 25 A\u011fustos\u2019ta 80.000 dolar\u0131n \u00fczerine \u00e7\u0131kt\u0131; alt\u0131n ise \u00fc\u00e7 ay\u0131n en y\u00fcksek seviyesine t\u0131rmand\u0131. BTC ile XAU aras\u0131ndaki ba\u011f, para birimi de\u011fer kayb\u0131n\u0131n (debasement) bask\u0131n oldu\u011fu d\u00f6nemlerde s\u0131k\u0131la\u015fma; likidite ko\u015fullar\u0131 ya da kriptoya \u00f6zg\u00fc geli\u015fmeler \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131nda ise gev\u015feme e\u011filiminde.<\/p>\n\n
Piyasa yap\u0131s\u0131, Bitcoin\u2019in g\u00fcnl\u00fck hareketlerini giderek daha fazla \u015fekillendiriyor. ABD spot fonlar\u0131, 21 A\u011fustos\u2019ta sona eren hafta yakla\u015f\u0131k 1,92 milyar dolarl\u0131k net giri\u015f kaydederken, lansmandan bu yana k\u00fcm\u00fclatif net giri\u015fler 24 A\u011fustos itibar\u0131yla yakla\u015f\u0131k 54,1 milyar dolara ula\u015ft\u0131; bu veriler, d\u00fczenlenmi\u015f \u00fcr\u00fcnler \u00fczerinden talep i\u00e7in g\u00f6r\u00fcn\u00fcr bir barometre sunuyor. Alt\u0131n\u0131n fon kanal\u0131 daha geni\u015f: Fiziki alt\u0131nla desteklenen k\u00fcresel alt\u0131n ETF\u2019leri temmuzda 3 milyar dolar \u00e7ekerek varl\u0131klar\u0131 23 ton art\u0131rd\u0131. D\u00fczenleme cephesi de bir fiyat kataliz\u00f6r\u00fc i\u015flevi g\u00f6r\u00fcyor: ABD Menkul K\u0131ymetler ve Borsa Komisyonu (SEC), a\u011fustosta belirli kripto-varl\u0131k yat\u0131r\u0131m s\u00f6zle\u015fmeleri i\u00e7in uyarlanm\u0131\u015f bir \u00e7er\u00e7eve \u00f6nererek, BTC-XAU i\u015flemine makro verilerin yan\u0131nda bir de\u011fi\u015fken daha ekledi.<\/p>\n\n
ABD Dolar Endeksi\u2019ndeki (DXY) zay\u0131flamaya h\u0131zl\u0131 tepki vermek zorunday\u0131z. DXY, 100,5 seviyesine do\u011fru gerileyerek alternatif varl\u0131klara yeniden can verdi. K\u00fcresel merkez bankalar\u0131n\u0131n para politikas\u0131n\u0131 gev\u015fetti\u011fi bu likidite odakl\u0131 ortam, hem alt\u0131n\u0131 hem de Bitcoin\u2019i destekliyor. Bu makro zemini uzun pozisyonlar olu\u015fturmak i\u00e7in kullanmal\u0131y\u0131z; ancak bunlar\u0131 tamamen farkl\u0131 iki i\u015flem olarak ele almal\u0131y\u0131z.<\/p>\n\n
Alt\u0131n, g\u00fcvenli liman talebiyle ons ba\u015f\u0131na 2.510 dolar\u0131n \u00fczerindeki tarihi zirvelere yak\u0131n seyrederek istikrarl\u0131 savunma \u00e7\u0131pam\u0131z olmay\u0131 s\u00fcrd\u00fcr\u00fcyor. Bitcoin ise dolar zay\u0131fl\u0131\u011f\u0131 temas\u0131nda y\u00fcksek beta arac\u0131 oldu\u011funu kan\u0131tlad\u0131 ve bu a\u011fustosta g\u00fc\u00e7l\u00fc bir %28 kazanc\u0131n ard\u0131ndan 80.000 dolar\u0131n \u00fczerine s\u0131\u00e7rad\u0131. Bundan faydalanmak i\u00e7in, a\u015fa\u011f\u0131 y\u00f6nl\u00fc riski s\u0131n\u0131rlarken yukar\u0131 potansiyeli en \u00fcst d\u00fczeye ta\u015f\u0131mak amac\u0131yla alt\u0131n vadeli i\u015flemleriyle e\u015fle\u015ftirilmi\u015f uzun BTC al\u0131m (call) opsiyonlar\u0131 de\u011ferlendirilebilir.<\/p>\n\n
\u00d6zellikle tek bir haftada 1,92 milyar dolar \u00e7ekmelerinin ard\u0131ndan, spot Bitcoin ETF ak\u0131mlar\u0131n\u0131 birincil g\u00fcnl\u00fck momentum g\u00f6stergemiz olarak g\u00f6rmemiz gerekiyor. K\u00fcm\u00fclatif toplam\u0131 54,1 milyar dolar\u0131n \u00fczerine ta\u015f\u0131yan bu giri\u015fler, mevcut rallinin arkas\u0131nda d\u00fczenlenmi\u015f kanal talebinin oldu\u011funu g\u00f6steriyor. G\u00fcnl\u00fck giri\u015flerin yatayla\u015fmaya ba\u015flamas\u0131 veya negatife d\u00f6nmesi halinde, kald\u0131ra\u00e7 seviyemizi derhal azaltmal\u0131y\u0131z.<\/p>\n\n
\u00d6n\u00fcm\u00fczdeki haftalarda i\u015flem kurgular\u0131n\u0131 d\u00fczenleyici geli\u015fmeler de belirleyecek; \u00f6zellikle SEC\u2019in kripto yat\u0131r\u0131m s\u00f6zle\u015fmeleri i\u00e7in yeni bir \u00e7er\u00e7eve \u00f6nermesinin ard\u0131ndan. Daha net kurallar daha fazla kurumsal sermayeyi davet edecektir; ancak d\u00fczenleyici gecikmeler sert tasfiyelere yol a\u00e7acakt\u0131r. D\u00fczenleyici karar\u0131n hangi y\u00f6ne evrilece\u011finden ba\u011f\u0131ms\u0131z olarak yakla\u015fan oynakl\u0131ktan faydalanmak i\u00e7in opsiyon straddle\u2019lar\u0131 sat\u0131n al\u0131nmas\u0131n\u0131 \u00f6neriyoruz.<\/p>\n\n\n\n
Hemen i\u015flem yapmaya ba\u015flay\u0131n \u2014 ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":" DXY\u2019deki zay\u0131flama alt\u0131n ve Bitcoin\u2019i a\u011fustosta ralliye ta\u015f\u0131d\u0131: BTC %28 art\u0131p 80 bin dolar\u0131 a\u015ft\u0131, alt\u0131n zirveye yakla\u015ft\u0131. ETF giri\u015fleri 54,1 milyar dolar, SEC \u00e7er\u00e7evesi oynakl\u0131k art\u0131rabilir.<\/p>\n","protected":false},"author":87,"featured_media":49999,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-53303","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t