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This smells a lot like when crypto people say their markets will affect greater financial markets. The scale is just not there.


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The scale is different, probably by several orders of magnitude. Crypto isn't pushing the stock markets up. The damages will mostly be limited to those speculators risking their own money.

Fine, it's not on the same level, but it sure does fuck with the crypto markets.

“The market” as it currently operates in crypto is a greater fool scam, coupled with cryptos being deflationary, it’s not shocking that the price increases regardless of value.

A few years ago crypto often had large jumps from deals like these, not so much because of the immediate affect but more because it implied much larger growth was on the horizon. That seemed reasonable at the time, and the reverse seems reasonable now.

If large financial institutions don't want to touch crypto, that severly limits the foreseeable upside for the industry.


"This whole system is just not ready for prime time."

Mature markets have thin margins, which is why you see financial institutions salivating over crypto right now. All these risks have been known for years now.


Sounds right but if there was a general departure from crypto, I don’t expect Phire’s observation that “USDC, TUSD and BUSD, they are indeed drifting slightly high” to hold.

Really today its crypto? The tiny market and not the massively overpriced tech stocks trading way way above earnings. They have just slightly corrected from the covid mania but many are still trading at ridiculous multiples that everyone justifies with “they will keep growing”

So this implies that the crypto markets are actually far less liquid than the trade volume implies. Suddenly those massive 10% +/- fluctuations in a day make a lot more sense.

Sure it's macro. But if crypto is dragging down the rest of the market what does that say about the market?

Lol. Crypto has lost value far beyond the pace of USD or EUR inflation.

I just don't get why people think this is unique to crypto. Crypto is maybe 4% of my total net worth, but literally every asset aside from my home has been deep in the red for weeks now. Hell, my high volatility ETFs are way worse off than my crypto.

People either aren't paying attention to the markets writ large, or have an axe to grind.


I often wonder how much all this hype is just amplified in the tech sphere but just doesn’t have any realworld significance.

Are just a few thousand crypto bros gonna lose billions of made up money or will it really have any impact on realworld finances?


This is what happens when the social media world collides with the trading world. People have extremely unrealistic expectations of performance these days. Having said that, the crypto world is pretty insane - it's totally uncharted waters where anything can happen. Winners are winning big (FTX CEO is worth $10bn after only 3 years, for example).

To compare the crypto implosion to the broader economic recession, as though they're at all equivalent, is to say the least an error in scale. I suspect people who watched the Hindenburg said similar things: Well, you know, planes crash from time to time, but trust us, blimps will be back.

Probably. But the crypto market is inherently irrational so I wouldn't be too confident in any predictions.

I have made a large amount of money trading cryptocurrency over the years. This correlation is spurious at best. These stories are so wrong it is hilarious. The price action of crypto is unlike any other market. What we have seen over the last month is massive legs down caused by whales flooding the market at specific times. These bart patterns are so obvious I can't believe people can't draw these incredibly easy to see conclusions. Crypto is pure manipulation. This coronavirus panic happens to coincide with a period right before the block reward halving where it is in the interest of miners to drop the price as much as possible as to make the mining operations of competitors infeasible leaving them with a larger slice of the mining pool.

All cryptocurrencies are a bubble.

Technology is still not there yet. There's no scaling solution anywhere in sight.

These valuations are for a product that does not exist.

If scaling miraculously comes then the price might hold, otherwise the transaction fees will grow up to a point that most small investors won't be able to make that 2nd layer entry transaction and will be stuck on the expensive 1st layer.

The price will then crash.


I see a potential market disruption here for cryptocurrencies.

Not really following their reasoning why this is specifically crypto related and not the hot market of Covid economics in general e.g. asset valuation spikes, housing "bubble", meme stocks, etc.
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