Markus Thielen

@markus10x

≈4.8K mabiya a X10x Research wanda ya kafa4 hasashe masu kwanan wata da aka zana a nan

Wanda ya kafa 10x Research, kamfanin bincike a Singapore da ke sayar da bincikensa ga asusun zuba jari da 'yan kasuwa, kuma kafofin labaran kirifto suna yawan ambato shi. Gargaɗinsa a ƙarshen Mayu cewa masu saye suna haƙura da Ether ya tabbata, domin ETH ya faɗi da 22.6% bayan wata ɗaya. Hasashensa biyu kan ƙasan bear market ba su tabbata ba: ya yi tsammanin $55,000 a ƙarshen Yuni da $46,000–$47,000 a farkon Yuli, amma mafi ƙarancin farashin Bitcoin na yau da kullum a lokacin bincikenmu shi ne $58,566 a ranar 1 Yuli, kuma daga nan ya hau.

A taƙaice. Markus Thielen yana gudanar da 10x Research, sabis na bincike da ake biya, kuma CoinDesk, Cointelegraph da wasu suna ambato shi kusan kowane mako. Yana wallafawa a matsayin @markus10x ga kusan mabiya 4,800 a X, galibi sake wallafa saƙonnin asusun kamfaninsa. A samfurinmu na hasashe huɗu daga 28 Mayu zuwa 15 Agusta, sakamakon shi ne 1 ya tabbata, 2 sun saɓa, 1 a buɗe. Kuskuren su ne hasashensa biyu na ƙasan Bitcoin mafi ƙasa, waɗanda ya yi kwanaki kaɗan kafin ainihin mafi ƙarancin farashi a lokacin bincikenmu.

Bayanan baya — abin da aka rubuta, da abin da ba a rubuta ba

Markus Thielen shi ne shugaban bincike a 10x Research, wanda ya kafa a Nuwamba 2023 kuma yake a Singapore. Gidan yanar gizonsa ya lissafa ayyukansa na baya: shugaban bincike da dabaru a dandalin kirifto Matrixport, wanda ya kafa kuma CIO na asusun tattalin arziki Jomon Investment Management, manajan jarin tattalin arziki a Millennium, shekaru bakwai a Chief Investment Office na JP Morgan, da shugaban dabarun ƙididdiga da derivatives na Asiya a Morgan Stanley. Ya rubuta littafin Crypto Titans.

10x Research yana wallafa rahotanni da dama a kowane mako kan Bitcoin, Ether, altcoin, hannayen jarin kirifto da tattalin arziki. Ana sanya hannun kamfanin a rahotannin kuma ana rubuta su da “we” (mu); ɗakunan labarai suna ambato su kuma galibi suna ambaton sa a matsayin marubuci. Asusunsa na X, @markus10x, galibi yana sake wallafa saƙonnin asusun kamfanin @10xResearch.

Hanyarsa tana haɗa gudanar kuɗin ETF da stablecoin, funding rates, dala, hauhawar farashi da Fed, da tsarin zagaye da na yanayi. A Yuni ya yi jayayya cewa faɗuwar Bitcoin ta samo asali ne daga hauhawar farashi da sayar da ETF, ba daga sayarwar Strategy ba. Daga nan ya yi tsammanin bear market zai yi zurfi kuma ya daɗe fiye da yadda ya faru.

Wannan shafi yana ƙimanta maganganun da wani ɗakin labarai ya danganta gare shi da sunansa ne kawai, a cikin alamar ambato. Ba mu zana layukan rahoton kamfanin da ba a sanya hannu ba, ko taƙaitawar kafofin labarai ba tare da maganarsa ba. Bayanin X ɗinsa yana iƙirarin “Aug ‘26 bottom”. A lokacin bincikenmu mafi ƙarancin farashin yau da kullum ya kasance a 1 Yuli, kuma ba a kai ga farashin da ya wallafa na $55,000 da $46,000–$47,000 ba. Rahoton 3 Agusta ya ce rufewar Agusta sama da $63,000 za ta tabbatar da ƙasan; Bitcoin ya rufe Agusta a $77,658.

Sources: CoinDesk · Coinpedia · Cointelegraph Magazine · markusthielen.com · 10xresearch.com · x.com/markus10x · CoinGecko

Salon ciniki & falsafa

Gudanar kuɗi da tattalin arziki tukuna. Markus yana karanta Bitcoin ta hanyar gudanar kuɗin ETF, alƙaluman hauhawar farashi, dala da Fed, sannan ya daidaita sakamakon da lokacin zagaye da na yanayi. Wannan hangen ya kama sayarwar bazara da faɗuwar Ether. Amma kuma ya sa ya yi bearish fiye da kima kuma a makare: hasashensa biyu na ƙasa sun zo kwanaki kaɗan daga ainihin mafi ƙarancin farashi, kuma Bitcoin ya hau da 38.2% bayan na farko.

Tarihin hasashe — kiraye-kirayensa, a jadawali

Hasashe huɗu masu kwanan wata daga Markus Thielen da aka zana a kan ainihin farashi: ɗaya kan Ether da uku kan Bitcoin, kowanne magana ce da CoinDesk, Coinpedia ko Cointelegraph suka danganta gare shi. Sakamakon shi ne 1 ya tabbata, 2 sun saɓa, 1 a buɗe. Gargaɗinsa na 28 Mayu cewa mutane suna haƙura da ETH ya tabbata. Hasashensa na ƙasan Bitcoin a $55,000 (24 Yuni) da a $46,000–$47,000 (4 Yuli) sun saɓa. Ra'ayinsa na 15 Agusta cewa Bitcoin ba zai kafa sabon mafi girman farashi a shekara mai zuwa ba yana nan a buɗe.

Sakamakon fahimtarmu ne game da iƙirarin da aka faɗa idan aka kwatanta da ainihin farashi, ba nasa ƙimantawar ba. Kowace magana an ɗauko ta kalma da kalma daga labarin da aka haɗa a katinta, inda kafar labarai ta sanya ta a cikin alamar ambato kuma ta danganta ta gare shi. Farashin da aka nufa a katunan 24 Yuni da 4 Yuli taƙaitawar kafofin labarai ne na rahotanninsa; maganar da ke kowane kati kalmominsa ne daga labarin guda. Labarin 4 Yuli ya ce ya yi hasashen “this week” (a wannan makon), don haka ana auna katin daga farashin 4 Yuli. Farashin su ne alƙaluman CoinGecko na yau da kullum da aka ɗauka a 00:00 UTC, don haka mafi girma da mafi ƙanƙanta na cikin yini ba sa bayyana. Alƙaluman kusa na iya juyawa.

Yadda ake samun kuɗi a nan — da inda rikicin buƙatu yake

Maganganun Markus a kafofin labarai da saƙonninsa a X kyauta ne. Bincikensa kaya ne da ake biya.

Ra'ayoyi na musamman

An ɗauko maganganun daga tushen jama'a nasa; ra'ayoyi ne da aka bayyana, ba shawarwari ba.

Dakin karatu na abun ciki

10x Research yana wallafa rahotanni da dama a kowane mako, galibi na biya; ɗakunan labarai suna ambato su kusan kowace rana. Mun ƙimanta maganganun da kafofin labarai suka danganta ga Markus da sunansa kawai.

Amsoshi kai tsaye

Salonka ya yi kama sosai?

Markus yana karanta kirifto ta hanyar gudanar kuɗi da tattalin arziki. Yaya kusancin hankalinka? Auna shi da gaske da Trader Passport.

Bincike na bayani da ilimantarwa da ya dogara kacokan kan kayan da ke a bainar jama'a: labaran kafofin labarai da suka ambato shi da sunansa, gidan yanar gizonsa da shafinsa na X, da majiyoyin da aka haɗa a kowane hasashe. Ba shawarar kuɗi ko ta zuba jari ba ce. Alƙaluma ƙiyasi ne kuma suna canzawa koyaushe. Spotted an error, or are you Markus? Gabatar da gyara →

An tabbatar da masu amfani · An ambaci tushe a sama · Hanyar ba da maki · An sabunta 18 October 2026