alfernec / Shutterstock.com Bitcoin’s start to November is looking less than ideal for bulls, with bitcoin trading down over 3% at this time of writing. Over the course of October, long-term bitcoin holders sold over 400,000 bitcoin, about 2% in circulating supply. The fact that the draw down hasn’t been much more extreme is a positive sign for bitcoin’s resilience. With DAT’s and ETF’s gobbling up available supply, the market structure is dramatically different than prior cycles, and much more mature. Th ...

公司观点 - 凯雷集团首席执行官Harvey Schwartz表示在非常晚期的周期中信贷应成为担忧事项 [1] - 该首席执行官将自身定位为私募股权巨头的“首席担忧官”但同时认为市场具有韧性 [1] 市场环境 - 在非常晚期周期中任何新闻事件都可能在任何一天对市场造成破坏性影响 [2] - 市场在非常非常长的时间内未出现由经济衰退驱动的信贷周期因此人们对信贷表现不佳感到担忧是合理的 [2]