Iindlela zemarike ye-crypto kwiminyaka emine ezayo zibonisa icandelo elilawulwa ngakumbi, elidityaniswe ngakumbi kwinkqubo yezemali yehlabathi, kwaye lixhomekeke ngakumbi kwiziseko. Isigaba sovavanyo siphelile. I-Hashdex CIO uSamir Kerbage uyishwankathela kakuhle le nto: ii-asethi ze-crypto azisekho bhejo elingaphantsi kwiipotifoliyo zehlabathi.
Ukwenziwa kwe-crypto ibe yinkampani kukhawuleziswa ngaphandle kokubuyela umva.
Utyalo-mali lweziko alusekho mkhwa. Namhlanje, yinto eqhelekileyo. Iingxowa-mali zomhlalaphantsi, abaphathi beeasethi, kunye neebhanki ziphinde kabini izikhundla zazo kwiiasethi ze-crypto. I-Intesa Sanpaolo ifikelele kwi-US$235 yezigidi kwiiasethi ezigcinwe kwikota yokuqala ka-2026. I-JPMorgan iqalile ukwamkela ii-ETF zeBitcoin njengesibambiso semali mboleko.
Ngenxa yoko, iminyaka emine ezayo kufuneka idibanise isiseko semali esenza ukuba imakethi ingaguquguquki ngokwesakhiwo. Ukulungiswa kuya kuqhubeka kukho, kodwa umgangatho weemfuno ukhulile. Ngaphezu koko, iJapan isiya ekuvumeleni iimali ze-crypto zokuthengisa ngo-2028. Ukufikelela okumiselweyo kuyanda kwihlabathi liphela.
IiStablecoins njengeziseko zophuhliso, kungekhona njengemveliso ye-crypto.
I-Hashdex iceba i-$2 trillion kwiingqekembe ezizinzileyo ngo-2028 kunye ne-$4 trillion ngo-2030. Namhlanje, i-$295 billion iyajikeleza. Olu kukhula aluqhutywa kukuqikelela. Luvela kwimfuno yokwenyani: iintlawulo zamazwe ngamazwe, ukukhuselwa ekuncipheni kwemali, kunye nokugcinwa kwemali kwiimveliso eziphuma kuzo.
Okokuqala, le ntshukumo iqinisekisa idola njengemali esetyenziswa kwihlabathi liphela. Ukukhutshwa kwee-stablecoins kudala imfuno yesakhiwo seebhondi ze-US Treasury. Nangona kunjalo, kuqoqosho olufana nolwaseBrazil, kukho umngeni ocacileyo. Iimali zasekhaya zijongene noxinzelelo lokutshintsha xa ii-stablecoins ezibizwa ngokuba yidola zifikeleleka lula kunee-akhawunti zebhanki zemveli.
Ukuthengiswa kwe-tokenization kuyaphuma kwilebhu kwaye kungena kwiimarike zokwenyani.
Umthamo wehlabathi wee-asethi ezifakwe amathokheni kulindeleke ukuba ukhule ngama-200% ngo-2026, udlule kwi-US$54 yeebhiliyoni. Nangona kunjalo, idatha efanelekileyo ayikho okwangoku, kodwa ikwingqikelelo. I-Hashdex ibonisa ukuba izindlu, ityala leenkampani, iibhondi zikarhulumente, kunye neemali ezifunyanwayo ziya kulawula eli nani kwiminyaka ezayo. Ukuhlawulwa kwangoko kunye norhwebo lweeyure ezingama-24 kuya kuba yinto eqhelekileyo.
Nangona kunjalo, ukukhula akwenzeki ngaphandle kokungqubana. Ukuqinisekiswa komthetho, ukusebenzisana phakathi kweenethiwekhi, kunye nokwanela kwemithetho kwiindawo ezahlukeneyo kusamele imiqobo ebalulekileyo. Ukuzisombulula kuya kuthatha ixesha kunye nothethathethwano phakathi kwemarike kunye nabalawuli.
Ubukrelekrele bokwenziwa kunye ne-cryptography ziyadibana.
Ukudibana phakathi kwe-AI kunye ne-blockchain kuvela njengenye yeendlela zemarike ye-crypto enefuthe elikhulu kwisakhiwo ngo-2028. Iiprotokholi ze-Crypto sele zisebenzisa i-AI yokwenza ngokuzenzekelayo isicwangciso, amaxabiso omngcipheko kwi-DeFi, kunye nokuqinisekiswa kobuwena kwiindawo ezilawulwayo.
Ngaphezu koko, ii-blockchain ezikhawulezayo nezingabizi kakhulu, zidityaniswe neeleya zesizukulwana sesibini, ziguqula iteknoloji ibe ziziseko ezingabonakaliyo. I-a16z iyishwankathela kakuhle le nto: xa iteknoloji iphela phezulu kwaye ixhasa iindlela zokuziphatha zemihla ngemihla, iphumelele. Eli linqanaba apho imakethi ye-crypto isondela khona.
Ukwahlulahlula okulandelayo kubumba umjikelo ka-2028.
I-Bitcoin iza kudlula kwisiqingatha sayo sesihlanu ngo-Epreli 2028. Umvuzo uza kwehla ukusuka kwi-3,125 ukuya kwi-1,5625 BTC ngebhloko nganye. Nangona kunjalo, impembelelo encinci yokwahlulahlula iyancipha ngomjikelo ngamnye. I-Bitcoin iziphatha ngakumbi nangakumbi njenge-asethi enkulu, ingasafani ne-asethi ejikelezayo kuphela.
Iminyaka emine ezayo iza kuvavanya olu tshintsho. Ukuba uqoqosho lwehlabathi luyanda ngokuncitshiswa kwenzala phakathi kowama-2026 nowama-2028, iBitcoin iya kutsala amanzi angakumbi. Ukuba imeko-bume ye-macro iyaqina, kwelinye icala, nebali leBitcoin njengevenkile yexabiso lijongene noxinzelelo kwixesha elifutshane.
Yintoni ekufuneka umrhwebi ayijonge ngeli xesha?
| Umzila | Ixesha eliqikelelweyo | Yintoni ekufuneka ibekwe esweni |
|---|---|---|
| IiStablecoins njengeereyile zokuhlawula | 2026 i2028 | Umthetho wehlabathi, uMthetho we-GENIUS, ukwenziwa kwenkunzi |
| Tokenization of real assets | 2026 i2030 | Umthamo wehlabathi, izikhokelo zomthetho ngokwamazwe |
| Ukusekwa kweziko nge-ETFs | Continuo | Ukuhamba kwemihla ngemihla, ukuthatha inxaxheba njengepesenti yobonelelo. |
| Ukunciphisa phakathi kunye nomjikelo omkhulu | Epreli 2028 | Uqoqosho lwehlabathi, umgaqo-nkqubo we-Fed, inzala evulelekileyo |
Okokugqibela, iqonga elibalulekileyo labarhwebi abazimiseleyo. Ebinex Isebenza ngendlela ecacileyo, iPix (inkqubo yokuhlawula ngoko nangoko yaseBrazil), kunye nokurhoxisa imali ngokukhawuleza. Vula iakhawunti yakho, yenza i-KYC kunye ne-2FA zisebenze, kwaye ukhuphisane kwiintshatsheli.
Ngaba ukonwabele umxholo? Yabelana ngawo nabanye abarhwebi kwaye ulandele uhlalutyo oluthe kratya kwi [link to analysis website]. blog.ebinex.com
