加密货币MediaTechRegtechtech。 根据重量级投资者PGIM的说法，最近的加密崩盘——主要是由所谓的稳定货币UST的糟糕设计驱动的——突出了为什么加密货币对长期投资者来说是一个糟糕的选择。 PGIM表示，数十名固定收益、股票、房地产、私人债务和另类业务的投资专业人士得出结论，加密直接投资对机构投资者几乎没有好处，增加了相当大的波动性和风险。 PGIM首席执行官DavidHunt说:作为代表我们客户的长期投资者和受托人，我们需要满足三件事，才能在投资组合中增加资产类别:资产需要明确的监管框架，需要有效的价值存储手段，需要与其他资产类别具有可预测的相关性。 目前，加密货币不符合这三个标准。与其说是投资，不如说是投机。 PGIM最新的大趋势研究声称，加密货币是一种不可靠的投资组合多元化工具，是一种不充分的避险资产或通胀对冲工具。它表示，最近的风险调整后回报与其他资产类别没有太大区别，但回调的频率和范围更大。 此外，社会和治理问题的不稳定监管背景和重大环境给长期投资者带来了巨大的额外阻力。 PGIM专题研究负责人Shehehiiyarantia表示:加密货币可能是对点对点支付系统的可行和分散的英雄探索，但其定价是基于投机，而不是基于其价值或效用。 此外，作为有效的通胀对冲或避险资产，几乎没有证据支持它。我们认为加密货币没有理由成为机构投资组合的一部分。 PGIM表示，加密货币不是有效的通胀对冲工具:2021年，比特币和其他加密货币的价格仅在短时间内随通胀波动而大幅下跌，而黄金自20世纪70年代以来已被证明是有效和可靠的通胀对冲工具。 它补充说，比特币不能被用作避险资产:最受欢迎的加密在2020年初并不稳定，当时由于全球COVID导致全球资产价格关闭而螺旋下跌。它的价值远低于传统的避险资产。 PGIM表示，加密货币也与ESG目标相冲突，因为比特币区块链上的单笔交易相当于Visa网络上的200万笔交易，或者大致相当于为普通美国家庭供电两个多月所需的能源。 PGIM首席运营官Taimurhyat说:所有令人窒息的加密货币都被炒作了，但这是我们发现最有趣的投资机会的基本技术。 支持现实世界区块链应用的公司，如清算和结算交易，防止欺诈和代币化真实资产，将在未来十年提供更大的价值创造。这句古老的格言适用——淘金热期间，投资铁锹和镐。 a16z推出Web3游戏基金，价值6亿美元。 投资巨头AndessenHororowitz——也被称为A16z——推出了一个专门用于Web3游戏的6亿美元基金。 gamesfundon基于a16z的信念，这意味着游戏将在定义我们下个世纪的社交、娱乐和工作方式方面发挥关键作用。它表明，今天最成功的游戏——如《堡垒之夜》、《英雄联盟》和《我的世界》——都是保持长期忠实用户、年收入达数十亿美元的社区。 游戏还推动了整个消费者生态系统的创新，创造了用户参与、保留和货币化的机制，如微交易、战斗通行证和web3代币。 这位风险投资家表示:从长远来看，我们相信游戏基础设施和技术将成为元宇宙的关键组成部分，这将使目前3000亿美元的游戏产业本身相形见绌。 短期加密货币价格。 总部位于新加坡的数字货币包BitDAO)，将生态系统的所有权授予钱包用户，总部位于新加坡的数字货币包BitKeep已经完成了1500万美元的A轮融资。蜻蜓资本牵头，KucoinVentures，A&TCapital，Forestventures，SevenX，Matrixporor，丹华资本，鼎瑞资本，YMCapit。BitKeep的多链钱包拥有超过1500000的日常活跃用户，支持Ethereum、Solanan、BNBChain和Polkadot等区块链。 加密货币交易所Coinbase创建了一个加密货币原生智库，名为CoinbaseInstitute，由其政策主管HermineWong领导，以帮助塑造围绕数字资产政策的全球对话。 CoinRegTech是一家数字资产和虚拟货币市场合规技术提供商，揭示了全球领先的BroadPeakPartners在低代码数据管理领域的投资。BroadPeak将其K3系统独家授权CoinRegTech20年。 Elite代币发布了其游戏平台Runiverse的测试版和NFT下降。Runiverse适用于最受欢迎的元宇宙-sandbox，decentraland和staratlas-允许用户根据他们在30秒内的市场表现相互投注加密货币。加密货币以NFT皮肤跑步者为代表，它们相互竞争。你可以在获胜时下注给定的加密并获得奖励，或者如果你是RunnerNFT的持有者，你可以从你的NFT所代表的所有加密比赛中分得一杯羹。 在一系列改善地球的措施中，移动赚取Web3运行应用程序STEPN承诺每月10,000美元用于去除碳。 根据贸易和工业部长丹尼斯·曼图罗夫的说法，俄罗斯将在某个时候将加密货币支付合法化：央行和政府正在积极参与其中。但每个人都倾向于理解，这是时代的趋势，迟早会以一种或另一种形式实施。 加密货币价格。 写这篇文章时(英国早上7点)，近19500枚硬币的总市值为1.24万亿美元，在过去24小时内下降了3.6%。 由神秘的中本聪创造的原始加密货币——市场领袖比特币——下跌3%至29000美元。BTC在一周内上涨了8%。 作为区块链上智能合约的分散网络，以太坊是第二大、最有价值的加密——下了5%到1950美元左右。ETH在一周内上涨了7%。 币安币是一种加密货币，由流行的加密交易所币安创造，旨在帮助它成为整个区块链生态系统的基础设施服务提供商。其BNB代币在7天内下降了2%至295美元，上升了28%。 Ripple的XRP代币是资产交换和汇款系统的一种支付和结算，作为其他货币之间的桥梁。XRP下降了4%到41美分，7天内上升了19%。 在周三发布给客户的一份报告中，摩托车表示，数字资产和加密资产取代了房地产，对冲基金是银行首选的替代资产类别。由于出售对私募股权、私人债务和房地产等其他加密资产的损害较大，这表明加密资产有更大的反弹空间，而其他三种替代资产可能存在潜在的滞后再定价风险。摩托车将调整其对替代投资的整体评级。
CryptocurrencyMediaTechRegtechtech. According to heavyweight investor PGIM, the recent crypto crash – largely driven by the poor design of so-called stablecoins UST – highlights why cryptocurrencies are a poor choice for long-term investors. PGIM said that dozens of investment professionals in fixed income, equities, real estate, private debt and alternative businesses have concluded that crypto direct investing offers little benefit to institutional investors and adds considerable volatility and risk. PGIM CEO David Hunt said: As long-term investors and fiduciaries on behalf of our clients, we need three things to add asset classes to portfolios: assets need a clear regulatory framework, they need an effective store of value, and they need Predictably correlated with other asset classes. Currently, cryptocurrencies do not meet these three criteria. It's more of a speculation than an investment. PGIM’s latest megatrend research claims that cryptocurrencies are an unreliable portfolio diversification tool and an inadequate safe-haven asset or inflation hedge. It said recent risk-adjusted returns were not much different from other asset classes, but the frequency and scope of pullbacks were greater. Additionally, a volatile regulatory backdrop and significant environment for social and governance issues create significant additional headwinds for long-term investors. Shehehiiyarantia, head of thematic research at PGIM, said: Cryptocurrencies may be a viable and decentralized heroic exploration of peer-to-peer payment systems, but their pricing is based on speculation rather than on their value or utility. Furthermore, there is little evidence to support it as an effective inflation hedge or safe-haven asset. We see no reason for cryptocurrencies to be part of institutional portfolios. Cryptocurrencies are not effective inflation hedges, PGIM says: In 2021, the prices of Bitcoin and other cryptocurrencies have only fallen sharply in line with inflationary fluctuations for short periods of time, while gold has proven to be effective and reliable since the 1970s inflation hedging instruments. It added that Bitcoin cannot be used as a safe-haven asset: The most popular crypto was not stable at the start of 2020, when asset prices spiraled downwards as COVID shut down global prices. Its value is much lower than traditional safe-haven assets. PGIM said cryptocurrencies also conflict with ESG goals because a single transaction on the Bitcoin blockchain is equivalent to 2 million transactions on the Visa network, or roughly equivalent to what is needed to power the average American home for more than two months. energy. Taimurhyat, COO of PGIM, said: All cryptocurrencies are breathtakingly hyped, but it is the underlying technology where we find the most interesting investment opportunities. Companies that support real-world blockchain applications, such as clearing and settling transactions, preventing fraud and tokenizing real assets, will provide greater value creation over the next decade. The old adage applies&--During the gold rush, invest in shovels and pickaxes. a16z launches Web3 gaming fund valued at $600 million. Investment giant Andessen Hororowitz - also known as A16z - has launched a $600 million fund dedicated to Web3 games. gamesfundon is based on a16z's belief that games will play a key role in defining the way we socialize, play and work over the next century. It shows that today’s most successful games — like Fortnite, League of Legends, and Minecraft — are communities that maintain loyal, long-term users and generate billions of dollars in annual revenue. Games also drive innovation across the consumer ecosystem, creating mechanisms for user engagement, retention, and monetization such as microtransactions, battle passes, and web3 tokens. The venture capitalist said: In the long term, we believe gaming infrastructure and technology will become a critical component of the Metaverse, which will dwarf the current $300 billion gaming industry itself. Short term cryptocurrency prices. Singapore-based digital currency wallet BitDAO), which confers ownership of the ecosystem to wallet users, Singapore-based digital currency wallet BitKeep has completed a $15 million Series A round of financing. Led by Dragonfly Capital, Kucoin Ventures, A&TCapital, Forestventures, SevenX, Matrixporor, Danhua Capital, Dingrui Capital, YMCapit. BitKeep's multi-chain wallet has more than 1,500,000 daily active users and supports blockchains such as Ethereum, Solanan, BNBChain and Polkadot. Cryptocurrency exchange Coinbase has created a cryptocurrency-native think tank called the Coinbase Institute, led by its head of policy Hermine Wong, to help shape the global conversation around digital asset policy. CoinRegTech, a provider of compliance technology for digital asset and virtual currency markets, reveals investment in low-code data management by global leader BroadPeak Partners. BroadPeak will exclusively license its K3 system to CoinRegTech for 20 years. Elite Token has released a beta version of its gaming platform Runiverse and an NFT drop. Runiverse works on the most popular metaverses - sandbox, decentraland and staratlas - allowing users to bet cryptocurrencies against each other based on their market performance within 30 seconds. Cryptocurrencies are represented by NFT skin runners, which compete against each other. You can stake a given crypto and get rewards when you win,Or if you’re a RunnerNFT holder, you can get a cut of all the crypto races your NFT represents. In a series of measures to improve the planet, mobile earning Web3 running app STEPN has pledged $10,000 per month to remove carbon. According to Trade and Industry Minister Denis Manturov, Russia will legalize cryptocurrency payments at some point: the central bank and the government are actively participating in it. But everyone tends to understand that this is the trend of the times and will be implemented in one form or another sooner or later. Cryptocurrency prices. At the time of writing (7am UK), the total market capitalization of nearly 19,500 coins is $1.24 trillion, down 3.6% in the past 24 hours. Market leader Bitcoin, the original cryptocurrency created by the mysterious Satoshi Nakamoto, fell 3% to $29,000. BTC is up 8% in a week. A decentralized network of smart contracts on the blockchain, Ethereum is the second-largest and most valuable crypto – down 5% to around $1,950. ETH is up 7% in a week. Binance Coin is a cryptocurrency created by the popular crypto exchange Binance to help it become an infrastructure service provider for the entire blockchain ecosystem. Its BNB token is down 2% to $295 in seven days, up 28%. Ripple’s XRP token is a payment and settlement asset exchange and remittance system that serves as a bridge between other currencies. XRP fell 4% to 41 cents, having risen 19% in seven days. In a note to clients on Wednesday, Motorcycle said digital assets and cryptoassets have replaced real estate, with hedge funds the preferred alternative asset class for banks. Since the sales have been more damaging to other crypto assets such as private equity, private debt and real estate, this suggests that crypto assets have more room to rebound, while there may be potential lagging repricing risk in the other three alternative assets. Motorcycle will revise its overall rating on alternative investments.
