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2021-05-14
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Rather than ‘Will cryptos drop to zero?’, investors should be asking this question instead, says strategist
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Keeping the newsflow going on the latter was another tweet from Tesla boss Elon Musk that has sent a popular meme-coin surging (see below).</p>\n<p>That brings us to our<b>call of the day</b>from Nordea Investment’s senior macro strategist, Sebastien Galy, who suggests that instead of wondering whether cryptocurrencies like bitcoin could tumble to zero, investors should ask “What comes next?”</p>\n<p>“In theory, any good that can be replicated at infinity equals either zero or its marginal cost from a supply perspective. Yet, demand is clearly there with the product progressing in mainstream and we postulate that it will stop trending higher in a few years to trend with inflation. The question is what will replace this product,” said Galy in a note to clients.</p>\n<p>The answer? Artificial intelligence, said the strategist, who envisions a decade from now we will see lower growth and below target inflation in lots of aging, developed markets, plus China.</p>\n<p>“Anything linked to higher productivity such as AIs [artificial intelligence] and automation are likely to be the rage. Each year, the generation of AIs becomes slowly more capable following a very slow uptrend compared with the microchip development, but the potential benefits for those holding the upstream are likely wild,” he said.</p>\n<p>“If you can buy into the right company doing AI research, it will be the one delivering on better generations of AIs decades from now in a slow process of development. Ultimately, AIs will take over ever wider swath of our economies in a slow process of accretion over decades,” he added in emailed comments.</p>\n<p>Nordea’s ownGlobal Disruption fundinvests in Google parent AlphabetGOOGL,online retailer Amazon.comAMZNand Chinese technology giant TencentHK:700.The list of AI funds out there is long, including the ARK Autonomous Technology & Robotics ETFARKQ,the iShares Robotics and Artificial Intelligence ETFIRBO,and dozens more listed onETF Database.</p>\n<p>Galy believes that as cryptocurrencies mature, surging demand will likely fade away and we’ll see “stability reinforced by options trading. The question is whether excessively loose monetary policies will continue to drive the products higher or they will start moving with inflation over longer periods. Over a period of a decade or so, more orthodox monetary policies suggest that cryptos will start to trade with longer-term inflation.”</p>\n<p><b>Retail sales and how dogecoin is back</b></p>\n<p>Tech is leading stock futuresYM00ES00NQ00higher ahead of April retail sales data that areexpected to rise 0.8%,after a 9.8% jump in March, with the University of Michigan consumer sentiment index due later. European stocksXX:SXXPare up and Asian equitiesrebounded hard, led by the Nikkei 225JP:NIK,though Singaporean stocksXX:180987tumbled 3%, as the country returned to lockdowns over risingCOVID-19 cases.</p>\n<p>Meme cryptocurrency dogecoinDOGEUSDhas surged to 56 cents after TeslaTSLAChief Executive Elon Musk tweeted late on Thursday: “Working with Doge devs to improve system transaction efficiency.Potentially promising.” He recently said bitcoinBTCUSDwould no longer be accepted as payment for the company’s electric cars, over environmental concerns. BitcoinBTCUSDis holding steady atop $50,000.</p>\n<p><img src=\"https://static.tigerbbs.com/8cb52482209a0faf4a04df7b4367eace\" tg-width=\"588\" tg-height=\"221\">Crypto platform Coinbase’sCOINresultslargely met forecasts, with 56 million verified users, and more growth expected.</p>\n<p>DisneyDISshares are down, after the media and entertainment giant’s theme-park revenueblew past expectationsbut Disney+ streaming results underwhelmed.</p>\n<p>FiskerFSRshares are surging, after the electric-vehicle companyannounced plans to make cars in the U.S.with a manufacturing partner that has worked with tech giant AppleAAPLthe past.</p>\n<p>Israeli artillerypounded northern Gaza early on Friday,as fighting between the two sides worsened.</p>\n<p><b>The chart</b></p>\n<p>Our<b>chart of the day</b>from Larry Tentarelli, editor and publisher of theBlue Chip Daily Trend Report, zeroes in on his top-ranked sector right now — healthcare.</p>\n<p><img src=\"https://static.tigerbbs.com/a38bbad0864fac6e79a7af0382136f2c\" tg-width=\"1260\" tg-height=\"588\">“This sector continues to show improving relative strength, with many leaders currently at or near breakout levels. The group also has reasonable valuations, in a market that has become more focused on valuations over the last 8-12 weeks,” he writes onBlue Chip Daily.</p>\n<p>AbbVieABBV,GlaxoSmithKlineGSK,PfizerPFE,HCA HealthcareHCAand Laboratory CorpLH“could continue to perform well based on their current trends,” he said.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rather than ‘Will cryptos drop to zero?’, investors should be asking this question instead, says strategist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRather than ‘Will cryptos drop to zero?’, investors should be asking this question instead, says strategist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 19:45 GMT+8 <a href=https://www.marketwatch.com/story/rather-than-will-cryptos-drop-to-zero-investors-should-be-asking-this-question-instead-says-strategist-11620991557><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Critical information for the U.S. trading day.\n\nStocks are looking up at the end of a volatile week for both equities and cryptocurrencies. Keeping the newsflow going on the latter was another tweet ...</p>\n\n<a href=\"https://www.marketwatch.com/story/rather-than-will-cryptos-drop-to-zero-investors-should-be-asking-this-question-instead-says-strategist-11620991557\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.marketwatch.com/story/rather-than-will-cryptos-drop-to-zero-investors-should-be-asking-this-question-instead-says-strategist-11620991557","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144069653","content_text":"Critical information for the U.S. trading day.\n\nStocks are looking up at the end of a volatile week for both equities and cryptocurrencies. Keeping the newsflow going on the latter was another tweet from Tesla boss Elon Musk that has sent a popular meme-coin surging (see below).\nThat brings us to ourcall of the dayfrom Nordea Investment’s senior macro strategist, Sebastien Galy, who suggests that instead of wondering whether cryptocurrencies like bitcoin could tumble to zero, investors should ask “What comes next?”\n“In theory, any good that can be replicated at infinity equals either zero or its marginal cost from a supply perspective. Yet, demand is clearly there with the product progressing in mainstream and we postulate that it will stop trending higher in a few years to trend with inflation. The question is what will replace this product,” said Galy in a note to clients.\nThe answer? Artificial intelligence, said the strategist, who envisions a decade from now we will see lower growth and below target inflation in lots of aging, developed markets, plus China.\n“Anything linked to higher productivity such as AIs [artificial intelligence] and automation are likely to be the rage. Each year, the generation of AIs becomes slowly more capable following a very slow uptrend compared with the microchip development, but the potential benefits for those holding the upstream are likely wild,” he said.\n“If you can buy into the right company doing AI research, it will be the one delivering on better generations of AIs decades from now in a slow process of development. Ultimately, AIs will take over ever wider swath of our economies in a slow process of accretion over decades,” he added in emailed comments.\nNordea’s ownGlobal Disruption fundinvests in Google parent AlphabetGOOGL,online retailer Amazon.comAMZNand Chinese technology giant TencentHK:700.The list of AI funds out there is long, including the ARK Autonomous Technology & Robotics ETFARKQ,the iShares Robotics and Artificial Intelligence ETFIRBO,and dozens more listed onETF Database.\nGaly believes that as cryptocurrencies mature, surging demand will likely fade away and we’ll see “stability reinforced by options trading. The question is whether excessively loose monetary policies will continue to drive the products higher or they will start moving with inflation over longer periods. Over a period of a decade or so, more orthodox monetary policies suggest that cryptos will start to trade with longer-term inflation.”\nRetail sales and how dogecoin is back\nTech is leading stock futuresYM00ES00NQ00higher ahead of April retail sales data that areexpected to rise 0.8%,after a 9.8% jump in March, with the University of Michigan consumer sentiment index due later. European stocksXX:SXXPare up and Asian equitiesrebounded hard, led by the Nikkei 225JP:NIK,though Singaporean stocksXX:180987tumbled 3%, as the country returned to lockdowns over risingCOVID-19 cases.\nMeme cryptocurrency dogecoinDOGEUSDhas surged to 56 cents after TeslaTSLAChief Executive Elon Musk tweeted late on Thursday: “Working with Doge devs to improve system transaction efficiency.Potentially promising.” He recently said bitcoinBTCUSDwould no longer be accepted as payment for the company’s electric cars, over environmental concerns. BitcoinBTCUSDis holding steady atop $50,000.\nCrypto platform Coinbase’sCOINresultslargely met forecasts, with 56 million verified users, and more growth expected.\nDisneyDISshares are down, after the media and entertainment giant’s theme-park revenueblew past expectationsbut Disney+ streaming results underwhelmed.\nFiskerFSRshares are surging, after the electric-vehicle companyannounced plans to make cars in the U.S.with a manufacturing partner that has worked with tech giant AppleAAPLthe past.\nIsraeli artillerypounded northern Gaza early on Friday,as fighting between the two sides worsened.\nThe chart\nOurchart of the dayfrom Larry Tentarelli, editor and publisher of theBlue Chip Daily Trend Report, zeroes in on his top-ranked sector right now — healthcare.\n“This sector continues to show improving relative strength, with many leaders currently at or near breakout levels. The group also has reasonable valuations, in a market that has become more focused on valuations over the last 8-12 weeks,” he writes onBlue Chip Daily.\nAbbVieABBV,GlaxoSmithKlineGSK,PfizerPFE,HCA HealthcareHCAand Laboratory CorpLH“could continue to perform well based on their current trends,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/196005148"}
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