'Risk' bitcoin price fell below 6,000 US dollars, NVIDIA graphics card destocking pressure

1. The price of Bitcoin fell below 6,000 US dollars and has fallen by nearly 60% this year. 2. The global mining heat is down, and the pressure of NVIDIA graphics cards is high. 3. The decline of Bitcoin is approaching the Nasdaq market when the bubble bursts. The history of Bitcoin futures closed for the first time under the psychological barrier of $6,000. 5. Wall Street Wolf: There is no fool in the bitcoin market. This is the beginning of the end; 6. Congress warns that Bitcoin threatens the US election process. Digital currency collectively falls.

1. The price of bitcoin fell below 6,000 US dollars. This year, it has fallen by nearly 60%.

Sina Technology News Beijing time on June 29 evening news, hacked into the Bitcoin exchange, and the impact of global regulators on the regulation of bitcoin, bitcoin prices fell below the $ 6,000 mark today.

CoinDesk data from the digital cryptocurrency website shows that the world's largest digital cryptocurrency bitcoin price fell to $5799.62 today, the lowest since mid-November.

Last year, bitcoin prices rose by more than 1100%, once close to $20,000. But since 2018, due to the influence of countries on digital cryptocurrency regulation, bitcoin prices have fallen sharply. So far, bitcoin prices have been Shrinking 57%.

Analysts said that the price of bitcoin fell to a new low today is not caused by a new single factor. Last week, due to the strengthening of the supervision of digital cryptocurrency exchanges by Japanese financial regulators, the price of bit began to decline, and once fell 9%.

In addition, security factors are also a cause of the decline in bitcoin prices. Last week, Bithumb, Korea's largest digital cryptocurrency trading platform, was hacked and about 35 billion won (about $32 million) of assets were stolen.

Prior to this, Coinrail, another digital cryptocurrency exchange in South Korea, was also hacked and lost more than $40 million worth of assets.

2. The global mining heat is reduced, and the NVIDIA graphics card has a large inventory pressure;

Recently, bitcoin prices continued to fall, once fell below the $6,000 mark, the mining boom has faded, and the hardware equipment supply chain bears the brunt. Graphics card manufacturers face market supply and demand reversal, inventory levels are rising rapidly, and recent price wars have been launched. Inventories, it is expected that the quotation will drop by 20% in July, while the ASIC mining machine purchases will be greatly reduced. It will obviously impact Taiwan Semiconductor Manufacturing Co., Ltd., and the Taiwanese factories such as Creative and Zhiyuan. It is expected that the revenue growth in 2018 will converge. The mining boom drives the GPU. The performance of the supply chain such as graphics cards and ASIC chips soared. After the graphics card manufacturers shipped in March and achieved high profit margins, the market conditions in April turned sharply. The graphics card market turned into inventory full and falling prices. Graphics card manufacturers said that Bitcoin fell below 6,000. The US dollar, which affects the virtual currency such as the Ethereum, has fallen sharply. In addition, the main chips are concentrated in the hands of a few people, and the fraudulent gold incidents are frequently transmitted. The investment risk is greatly increased. The retail investment is unprofitable. Since the Bitcoin profit and loss balance point is about 6,000. ~ 7,000 US dollars, the current mining efficiency is no longer, small and medium-sized miners gradually withdraw, large mine owners also slow down the mining power. Graphics card manufacturers pointed out that before March 2018, The market situation of the card is in short supply. In March, the shipment was even higher. In April, the virtual currency such as Bitcoin collapsed faster than expected, the medium and large customers weakened their cargo power, the small miners bought gas completely disappeared, and the graphics card increased greatly. E-sports players are weak in purchasing intentions, and graphics card shipments are greatly reduced. Faced with serious cases of repeated orders in the first quarter, and the buying of gas is cooling month by month, the factories are in full inventory, and the current global graphics card inventory is estimated to be at least Millions of pieces, NVIDIA has a million GPUs in the hands of the goods, plus miners afraid to use second-hand graphics cards for reversing, the factory was forced to cut prices. However, the current price of video cards is still much higher than a year ago mining Before the speculation, the game players are reluctant to shoot. In the future, without NVIDIA, AMD's new product effect, the video card market price storm is foreseeable. NVIDIA will carry out the distribution and price reduction in order to destock the inventory. After the inventory of itself and customers fell to a safe water level, the next generation of 3 GPUs using TSMC's 12- and 7-nanometer processes will be officially launched. It is expected that the new product volume will fall in the fourth quarter. , full impact NVIDIA, ultra-micro array The performance of the camp, the industry estimates that the graphics card manufacturers in the second quarter of the shipment season reduction of about 20 to 30%, of which, the impact of the ultra-small market in the e-sports market, graphics card shipments, such as Asus, Gigabyte, MSI,撼, EVGA, Colorful, Sauter, SAPPHIRE and other manufacturers, graphics card shipments and profit will also decline significantly. In the second half of 2018, the graphics card factory will gradually return to the market conditions based on e-sports demand, 2018 shipments can only be flat, Profits are expected to be better than 2017, but with the tide of mining, if the graphics card manufacturers fail to capture the e-sports market, the performance in 2019 will decline. The demand for mining has also led to bitcoin-based ASIC mines. Taiwan's 90% ASIC mining machine chip foundry market share of TSMC, the original expected to benefit from the ASIC mining machine leading the mainland and other large single bag, plus NVIDIA next-generation GPU volume, the whole year Revenue is expected to grow by 10~15%, but the previous law has been revised down to 10%. Manufacturers expect ASIC chip OEM orders to be far less than expected due to orders from Bitcoin, plus high-end new machines such as Apple iPhone. The prospects are unclear. TSMC’s July law says it will cut its revenue growth again. As for the world, Creative, Zhiyuan, Riyueguang, and Powerchip Group, which recently signed a cooperation agreement with Bitland, will also not achieve the same growth as expected. In addition, the three major ASIC mining machine manufacturers in mainland China, Jianan Zhizhi, Yibang and Bitland have IPO plan, recently Jianan Zhizhi and Yibang have successively submitted their prospectus to the Hong Kong Stock Exchange, while Bitcoin has not yet selected IPO in Hong Kong or overseas. With the rapid decline of mining tide, the mainland's three major manufacturers shipped large Less, AI layout has not yet been put into effect, the future IPO road is large. DIGITIMES

3. The decline in Bitcoin is approaching the Nasdaq market when the bubble burst;

Sina US stock news Beijing time on June 30th news, bitcoin soared like a rocket last year, many observers called it one of the most fanatical speculation in human history. This cryptocurrency 2018 crash may consolidate its The position on the speculative bubble list.

As of Friday, Bitcoin has fallen for four consecutive days, down 70% from its December high, and is getting closer to the 78% decline in the Nasdaq (7510.3037, 6.62, 0.09%) composite index after the US Internet bubble burst. Hundreds of other virtual coins are almost zero, as the trend of Pets.com and other hot IPOs in the early 2000s.

Although Bitcoin has experienced a larger decline and successfully rebounded before, considering that cryptocurrencies are now well-known, many people have already made up their minds or stay away from the idea, so it is unclear whether Bitcoin can turn the tide again. Starck eventually regained the decline after the Internet bubble, and a large number of potential buyers of cryptocurrencies are called institutional investors, but so far, regulatory and security concerns have kept most large investment managers on the sidelines.

Blockchain Ltd. launched a cryptocurrency trading platform for professional investors on Thursday. The company's CEO, Peter Smith, said in an interview with Bloomberg Television that the market must first reverse the decline, after which institutional investors will surge. In.

According to Bloomberg's comprehensive offer, Bitcoin fell 4.2% to $5,791 on Friday, the lowest level since November last year. At 10:33 am New York time, Bitcoin traded at $5,878, down 59% in 2018. In the second quarter, it fell 14%. Other cryptocurrencies such as Ethereum and Litecoin fell more, while the total value of cryptocurrencies tracked by CoinMarketCap.com has fallen from about $830 billion in the most frenetic to $236 billion.

Although it is difficult to find new catalysts for the decline of Bitcoin on Friday, the hacking of two cryptocurrency exchanges in South Korea and the strengthening of Japan’s regulation of cryptocurrency exchanges have hit market sentiment in recent weeks. Regulators have stepped up their censorship of cryptocurrencies, fearing they will become hotbeds of illegal activities such as money laundering, market manipulation and fraud.

Less well-known cryptocurrencies are the hardest hit. Dead Coins lists almost 800 worth of cryptocurrencies, and Coinopsy counts more than 1,000. According to the first-time token-issuing consulting firm Satis Group March Analysis, less than 4% of the cryptocurrency with a market value of $50 million to $100 million has been successful or has good prospects.

Robert Schiller, a Nobel laureate in economics who issued a precise warning on the Internet bubble, said in an interview with Bloomberg TV Tom Keene on Tuesday that Bitcoin may not return to zero, but it is 'basically' a bubble. He said Last year's bitcoin soared 'is not a rational response'.

4. The history of Bitcoin futures closed for the first time under the psychological barrier of the $6,000 integer;

'Bitcoin futures closed for the first time under the psychological barrier of 6,000 USD, and fell nearly 60% in the first half of the year. CME Bitcoin futures BTC August contract fell 200 US dollars, a drop of about 3.30%, to 5,865 US dollars, according to Wall Street statistics, CME Bitcoin futures hit a record low for the previous four consecutive trading days. The August contract fell about 5.10% this week, and fell 2.47% in June. The previous month's contract fell more than 20.04% in the second quarter. CBOE Bitcoin futures XBT August contract closed down 170 US dollars, fell more than 2.80%, reported 5897.50 US dollars, also for three consecutive days, CBOE bitcoin futures closed in the previous month's closing record, the August contract fell more than this week 3.91%, which fell more than 22.17% in June, the previous month's contract fell more than 18.54% in the second quarter, and fell 59.47% in the first half. Sina Finance

5. Wolf on Wall Street: There is no fool in the bitcoin market. This is the beginning of the end;

For the recent continued decline in Bitcoin, 'Wall Street Wolf' means 'I told you earlier'.

In a video shared on his Youtube channel, Jordan Belfort, a former stockbroker known as 'Wall of the Wall Street', said there is no fool in the bitcoin market. This is the beginning of Bitcoin's end. He believes that the bitcoin market 'has not collapsed yet', but he warned investors that the market is about to collapse and they may 'lose all the money'.

In his video, Belfort talked about 'Bo silly theory'. He thinks this is the main problem affecting the market, and will eventually come to an end. 'Bo silly theory' is an investment theory, which thinks that the price of a security can Proved by rational buyers, rational buyers are 'stupidly' believing that regardless of their intrinsic value, others can pay higher prices for them. Belfort is not a value store for slamming bitcoin. At the same time, the current decline in bitcoin prices was compared to the 2008 economic crisis, when investors were unable to find buyers for problematic mortgage-backed securities.

Pro-blockchain

Bitcoin is often heavily criticized by big names from all walks of life. Earlier this year, billionaire Warren Buffett slammed Bitcoin, calling it a 'rat medicine.' Bill Gates also called Bitcoin investment a 'Bo silly theory'. Alibaba Group Chairman Ma Yun repeatedly said that Bitcoin is a bubble, but praised Bitcoin's blockchain technology.

Belfort then explained his views on blockchain technology. He said that although he believes in the blockchain and its use cases, he suggests that investors holding Bitcoin will quit if they don't want to lose all their money. Like other investors who are not optimistic about the prospects of Bitcoin, they have confidence in blockchain technology, but they don't believe in Bitcoin. Belfort also mentioned the BIS report released earlier this month. The Bank for International Settlements BIS pointed out that although Bitcoin has its uses, it has too many limitations and cannot be considered as a medium that can replace money.

The cryptocurrency market is often affected by FUD (fear, uncertainty and doubt), and some commentators on the Internet believe that Belfort only wants to spread FUD among investors who listen to him. Others think he tries to share him in the world by sharing One of the most controversial topics to maintain your influence.

This is not the first time that Belfort has publicly criticized Bitcoin. In an interview last year, he said that this cryptocurrency is a fraudulent act, because behind 'Bitcoin', in addition to creating artificially scarce procedures Nothing can provide support. In my opinion, if it really can continue, then this seems strange. ' In addition, he does not support ICO, he said ICO is 'the biggest scam in history'. Sina Finance

6. Congress warns that Bitcoin threatens the US election process Digital currency collective decline

Affected by the US Congress's warning of bitcoin or threatening elections, the digital currency market fell on Friday, June 29th, Beijing time. Bitcoin broke through the $6,000 mark for the second time on the fifth day, down 4.09%, and is now quoted at $5903.11.

In Bitcoin cash, Litecoin plunged more than 7%, Ethereum fell 4.12%, and Ripple fell 4.68%. The market value of the digital currency market continued to shrink to 236.931 billion US dollars.

The financial website Finder.com has previously released data showing that in the week ending June 25, more than 80% of the 1586 digital currencies tracked by the site experienced price declines, with an average drop of 19%. This week is clearly continuing.

At a US Congress hearing on Tuesday (June 26), digital currency successfully caught the attention of regulators.

According to the CCN website, cyber security expert Scott Dueweke said in a testimony on the same day that the danger of using virtual currency to influence the US election process has intensified. In his view, countries that are hostile to the US are using virtual currency as a bypass to the Western financial system. One way, and to avoid the anti-money laundering system and the 'understand every user' regulatory requirement.

Dueweke believes that Russia is a particularly huge threat in this regard.

Considering that most of the world's criminal hackers and cybercriminals are Russian or Russian (it is estimated that 25% of the content on the dark network is written in Russian), and Russia's current tensions with Europe and the United States, I think this A development direction should be closely watched.

The previous week, Robert Novy, deputy director of the US Secret Service Investigation Office, also called on legislators to enact laws to restrict people's use of anonymous cryptocurrencies.

In addition, South Korea, which is keen on digital currency, has also been subject to certain regulatory blows.

This week, South Korea's top financial regulator, the Korea Financial Services Commission (FSC), issued a revised version of anti-money laundering guidelines for virtual currency after conducting on-the-spot inspections of three domestic banks, Nonghyup.

The new guidelines state that virtual currency exchanges must conduct customer due diligence (CDD) and enhance user identification (EDD) to ensure the legality of the purpose and source of the transaction. If you refuse or cannot provide information to verify the identity of the customer, any of the exchanges The transaction will be terminated.

In addition, the virtual currency exchange must also be responsible for ensuring that foreigners do not use local exchanges, that criminals do not use other people's accounts to launder money, and there are no suspicious transactions and payment processes.

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