Nap\u011bt\u00ed na Bl\u00edzk\u00e9m v\u00fdchod\u011b znovu vstupuje do hry nejen geopoliticky, ale i finan\u010dn\u011b. Po v\u00edkendov\u00fdch \u00faderech Izraele a Spojen\u00fdch st\u00e1t\u016f na \u00cdr\u00e1n, p\u0159i nich\u017e podle dostupn\u00fdch informac\u00ed zahynul nejvy\u0161\u0161\u00ed v\u016fdce zem\u011b Al\u00ed Chamene\u00ed, se objevuj\u00ed spekulace, jak na situaci zareaguje americk\u00e1 centr\u00e1ln\u00ed banka. Prezident Donald Trump avizoval, \u017ee vojensk\u00e9 operace budou pokra\u010dovat. A pr\u00e1v\u011b d\u00e9lka a n\u00e1kladnost p\u0159\u00edpadn\u00e9ho konfliktu m\u016f\u017ee podle n\u011bkter\u00fdch investor\u016f sehr\u00e1t kl\u00ed\u010dovou roli i pro kryptotrh.<\/p>\n\n\n\n
Jedn\u00edm z nich je Arthur Hayes, spoluzakladatel kryptoburzy BitMEX. Ve sv\u00e9m nejnov\u011bj\u0161\u00edm blogov\u00e9m p\u0159\u00edsp\u011bvku uvedl<\/a>, \u017ee pokud se Spojen\u00e9 st\u00e1ty pust\u00ed do n\u00e1kladn\u00e9ho \u201ebudov\u00e1n\u00ed n\u00e1roda\u201c v \u00cdr\u00e1nu, m\u016f\u017ee to p\u0159im\u011bt americk\u00fd Fed k uvoln\u011bn\u00ed m\u011bnov\u00e9 politiky.<\/p>\n\n\n\n Hayes tvrd\u00ed, \u017ee od roku 1985 zah\u00e1jil ka\u017ed\u00fd americk\u00fd prezident vojenskou akci na Bl\u00edzk\u00e9m v\u00fdchod\u011b a v ka\u017ed\u00e9m takov\u00e9m p\u0159\u00edpad\u011b n\u00e1sledovalo sn\u00ed\u017een\u00ed \u00farokov\u00fdch sazeb nebo roz\u0161\u00ed\u0159en\u00ed pen\u011b\u017en\u00ed z\u00e1soby ze strany Fedu. Podle n\u011bj jde o opakuj\u00edc\u00ed se vzorec, kdy centr\u00e1ln\u00ed banka pom\u00e1h\u00e1 financovat n\u00e1kladn\u00e9 konflikty.<\/p>\n\n\n\n Konkr\u00e9tn\u011b zmi\u0148uje v\u00e1lku v Persk\u00e9m z\u00e1livu v roce 1990, glob\u00e1ln\u00ed v\u00e1lku proti terorismu po \u00fatoc\u00edch z 11. z\u00e1\u0159\u00ed 2001 i tzv. \u201esurge\u201c v Afgh\u00e1nist\u00e1nu v roce 2009. Ve v\u0161ech t\u011bchto obdob\u00edch podle n\u011bj do\u0161lo ke sn\u00ed\u017een\u00ed sazeb \u010di jin\u00e9mu typu m\u011bnov\u00e9ho uvoln\u011bn\u00ed.<\/p>\n\n\n\n \u201e\u010c\u00edm d\u00e9le se Trump bude v\u011bnovat extr\u00e9mn\u011b n\u00e1kladn\u00e9mu p\u0159etv\u00e1\u0159en\u00ed \u00cdr\u00e1nu, t\u00edm vy\u0161\u0161\u00ed je pravd\u011bpodobnost, \u017ee Fed sn\u00ed\u017e\u00ed cenu pen\u011bz a zv\u00fd\u0161\u00ed jejich mno\u017estv\u00ed, aby podpo\u0159il nejnov\u011bj\u0161\u00ed dobrodru\u017estv\u00ed Pax Americana na Bl\u00edzk\u00e9m v\u00fdchod\u011b,\u201c uvedl Hayes.<\/p>\n\n\n\n Pro kryptom\u011bny by takov\u00fd sc\u00e9n\u00e1\u0159 znamenal p\u0159\u00edzniv\u00e9 prost\u0159ed\u00ed. Uvoln\u011bn\u00e1 m\u011bnov\u00e1 politika, ni\u017e\u0161\u00ed sazby a vy\u0161\u0161\u00ed likvidita toti\u017e historicky podporuj\u00ed rizikov\u00e1 aktiva \u2013 v\u010detn\u011b bitcoinu a altcoin\u016f.<\/p>\n\n\n\n Hayes v\u0161ak z\u00e1rove\u0148 varuje p\u0159ed un\u00e1hlen\u00fdmi z\u00e1v\u011bry. Podle n\u011bj zat\u00edm nen\u00ed jasn\u00e9, jak dlouho bude Trump ochoten utr\u00e1cet miliardy, p\u0159\u00edpadn\u011b biliony dolar\u016f za z\u00e1sahy v \u00cdr\u00e1nu, ani kolik geopolitick\u00e9 a tr\u017en\u00ed bolesti dok\u00e1\u017ee politicky un\u00e9st.<\/p>\n\n\n\n \u201eRozumn\u00e9 je vy\u010dkat a sledovat v\u00fdvoj,\u201c uvedl.<\/p>\n\n\n\n Podle n\u011bj by ide\u00e1ln\u00ed okam\u017eik pro agresivn\u011bj\u0161\u00ed n\u00e1kupy bitcoinu a \u201ekvalitn\u00edch altcoin\u016f\u201c nastal a\u017e ve chv\u00edli, kdy Fed skute\u010dn\u011b p\u0159istoup\u00ed ke sni\u017eov\u00e1n\u00ed sazeb nebo k tisku pen\u011bz na podporu vl\u00e1dn\u00edch c\u00edl\u016f v \u00cdr\u00e1nu.<\/p>\n\n\n\n Hayes v posledn\u00edch m\u011bs\u00edc\u00edch p\u0159i\u0161el i s dal\u0161\u00edmi teoriemi, pro\u010d by Fed mohl znovu spustit kvantitativn\u00ed uvol\u0148ov\u00e1n\u00ed. Zmi\u0148oval nap\u0159\u00edklad nov\u00fd n\u00e1stroj likvidity s n\u00e1zvem Reserve Management Purchases, mo\u017en\u00e9 nap\u011bt\u00ed na japonsk\u00e9m dluhopisov\u00e9m trhu nebo sc\u00e9n\u00e1\u0159, v n\u011bm\u017e masivn\u00ed n\u00e1stup um\u011bl\u00e9 inteligence povede ke ztr\u00e1t\u011b pracovn\u00edch m\u00edst a n\u00e1sledn\u00e9 \u00fav\u011brov\u00e9 krizi.<\/p>\n\n\n\n Navzdory ostr\u00e9 r\u00e9torice a vojensk\u00e9 eskalaci zat\u00edm finan\u010dn\u00ed trhy neukazuj\u00ed zn\u00e1mky paniky. Podle analytick\u00e9 platformy Santiment<\/a> sice po v\u00edkendov\u00fdch \u00fatoc\u00edch prudce vzrostl po\u010det zm\u00ednek o \u201et\u0159et\u00ed sv\u011btov\u00e9 v\u00e1lce\u201c na kryptom\u011bnov\u00fdch soci\u00e1ln\u00edch s\u00edt\u00edch, celkov\u00e1 intenzita t\u011bchto obav je ale v\u00fdrazn\u011b ni\u017e\u0161\u00ed ne\u017e v \u010dervnu 2025. Tehdy izraelsk\u00e9 \u00fadery na \u00edr\u00e1nsk\u00e1 jadern\u00e1 a vojensk\u00e1 za\u0159\u00edzen\u00ed vy\u00fastily ve dvan\u00e1ctidenn\u00ed konflikt.<\/p>\n\n\n\n\u010ct\u011bte tak\u00e9: Investov\u00e1n\u00ed do kryptom\u011bn: Nej\u010dast\u011bj\u0161\u00ed chyby za\u010d\u00e1te\u010dn\u00edk\u016f<\/a><\/h3>\n\n\n\n
Hayes: V\u00e1lky na Bl\u00edzk\u00e9m v\u00fdchod\u011b \u010dasto kon\u010d\u00ed uvoln\u011bn\u00edm m\u011bnov\u00e9 politiky<\/strong><\/h2>\n\n\n\n
\u201e\u010cas nakupovat p\u0159ijde po z\u00e1sahu Fedu\u201c<\/strong><\/h2>\n\n\n\n
\u010ct\u011bte tak\u00e9: USA provedly kyber\u00fatok na \u00cdr\u00e1n<\/a><\/h3>\n\n\n\n
Trhy zat\u00edm z\u016fst\u00e1vaj\u00ed relativn\u011b klidn\u00e9<\/strong><\/h2>\n\n\n\n