Kripto para piyasas\u0131, y\u0131l\u0131n ilk yar\u0131s\u0131nda etkili olan sat\u0131\u015f bask\u0131s\u0131n\u0131n ard\u0131ndan temmuz ay\u0131nda toparlanma e\u011filimine girdi. Piyasadaki t\u00fcm kripto varl\u0131klar\u0131n toplam de\u011ferini g\u00f6steren \u201cTotal Market\u201d, bir ayda 123 milyar 170 milyon dolar artarak 2 trilyon 159 milyar 780 milyon dolara ula\u015ft\u0131.<\/p>\n
Temmuz ay\u0131ndaki y\u00fckseli\u015fte ABD\u2019de enflasyonun yava\u015flad\u0131\u011f\u0131na ili\u015fkin veriler, ABD Merkez Bankas\u0131n\u0131n (Fed) faiz art\u0131r\u0131mlar\u0131n\u0131 erteleyebilece\u011fi beklentileri ve yat\u0131r\u0131mc\u0131lar\u0131n yeniden riskli varl\u0131klara y\u00f6nelmesi etkili oldu.<\/p>\n
Para politikas\u0131na ili\u015fkin beklentilerin k\u00fcresel likidite ko\u015fullar\u0131n\u0131 destekleyece\u011fi \u00f6ng\u00f6r\u00fcs\u00fc, kripto para piyasas\u0131na y\u00f6nelik talebin artmas\u0131na katk\u0131 sa\u011flad\u0131.<\/p>\n
ABD ile \u0130ran aras\u0131ndaki gerilimin y\u00fcksek seviyesini korumas\u0131na ra\u011fmen \u00f6nceki haftalarda tansiyonun k\u0131smen d\u00fc\u015fmesi, yat\u0131r\u0131mc\u0131lar\u0131n kripto paralar gibi riskli varl\u0131klara y\u00f6nelmesini destekleyen unsurlar aras\u0131nda yer ald\u0131.<\/p>\n
K\u00fcresel enerji arz\u0131na y\u00f6nelik risklerin devam etti\u011fi s\u00fcre\u00e7te kripto para yat\u0131r\u0131mc\u0131lar\u0131n\u0131n b\u00fcy\u00fck jeopolitik krizlerde g\u00f6r\u00fclebilen yo\u011fun panik sat\u0131\u015flar\u0131ndan ka\u00e7\u0131nd\u0131\u011f\u0131 g\u00f6zlendi.<\/p>\n
Jeopolitik risklerin artt\u0131\u011f\u0131 bir d\u00f6nemde dijital varl\u0131klarda y\u00fckseli\u015f ya\u015fanmas\u0131, yat\u0131r\u0131mc\u0131lar\u0131n mevcut geli\u015fmeleri hen\u00fcz kripto para piyasas\u0131ndan \u00e7\u0131kmak i\u00e7in yeterli bir neden olarak de\u011ferlendirmedi\u011fini ortaya koydu.<\/p>\n
ABD\u2019de kripto para sekt\u00f6r\u00fcne yasal netlik kazand\u0131rmay\u0131 ama\u00e7layan ve \u201cCLARITY Act\u201d olarak bilinen yasa tasar\u0131s\u0131yla ba\u011flant\u0131l\u0131 yeni etik kurallar\u0131n Ba\u015fkan Donald Trump taraf\u0131ndan onayland\u0131\u011f\u0131 y\u00f6n\u00fcndeki haberler de piyasadaki iyimserli\u011fi g\u00fc\u00e7lendirdi.<\/p>\n
Sekt\u00f6re ili\u015fkin d\u00fczenleyici \u00e7er\u00e7evenin daha belirgin hale gelebilece\u011fine y\u00f6nelik beklentiler, \u00f6zellikle kurumsal yat\u0131r\u0131mc\u0131lar\u0131n dijital varl\u0131klara ilgisini destekledi.<\/p>\n
Fed\u2019in s\u0131k\u0131 para politikas\u0131n\u0131 s\u00fcrd\u00fcr\u00fcp s\u00fcrd\u00fcrmeyece\u011fine ili\u015fkin belirsizlikler de temmuz ay\u0131ndaki fiyatlamalarda etkili oldu.<\/p>\n
Fed politika faizini sabit b\u0131rak\u0131rken, banka \u00fcyeleri aras\u0131ndaki g\u00f6r\u00fc\u015f ayr\u0131l\u0131klar\u0131 para politikas\u0131n\u0131n gelece\u011fine y\u00f6nelik belirsizli\u011fi art\u0131rd\u0131. \u00dcyeler aras\u0131nda faiz art\u0131r\u0131m\u0131 konusunda farkl\u0131 g\u00f6r\u00fc\u015flerin bulunmas\u0131, yat\u0131r\u0131mc\u0131lar\u0131n Fed\u2019in enflasyonla m\u00fccadelede hangi ad\u0131mlar\u0131 ataca\u011f\u0131na ili\u015fkin net bir y\u00f6n belirlemesini zorla\u015ft\u0131rd\u0131.<\/p>\n
Fed Ba\u015fkan\u0131 Kevin Warsh, enflasyonla m\u00fccadelede kararl\u0131 olduklar\u0131n\u0131 vurgulasa da izlenecek politikaya ili\u015fkin somut bir yol haritas\u0131 a\u00e7\u0131klamad\u0131. Bankan\u0131n faiz art\u0131r\u0131m\u0131na gitmemesi nedeniyle enflasyonla m\u00fccadelede geride kald\u0131\u011f\u0131 y\u00f6n\u00fcndeki de\u011ferlendirmeler de piyasalarda \u00f6ne \u00e7\u0131kt\u0131.<\/p>\n
Temmuz ay\u0131nda Bitcoin y\u00fczde 7,2 de\u011fer kazanarak 62 bin 884,9 dolara \u00e7\u0131kt\u0131. Piyasa de\u011feri bak\u0131m\u0131ndan en b\u00fcy\u00fck ikinci kripto para olan Ethereum ise ayn\u0131 d\u00f6nemde y\u00fczde 18,2 y\u00fckselerek 1.862,3 dolara ula\u015ft\u0131.<\/p>\n
Ethereum b\u00f6ylece son 11 ay\u0131n en h\u0131zl\u0131 ayl\u0131k y\u00fckseli\u015fini kaydetti.<\/p>\n
Kripto para piyasas\u0131n\u0131n toplam de\u011feri ise temmuz ay\u0131ndaki 123 milyar 170 milyon dolarl\u0131k art\u0131\u015f\u0131n ard\u0131ndan 2 trilyon 159 milyar 780 milyon dolar seviyesine ula\u015ft\u0131.<\/p>\n
Blokzincir ve Kripto Varl\u0131k Stratejisti Mete Ali Ba\u015fkaya, temmuz ay\u0131nda g\u00f6r\u00fclen olumlu seyrin birden fazla fakt\u00f6r\u00fcn bir araya gelmesiyle olu\u015ftu\u011funu s\u00f6yledi.<\/p>\n
Piyasan\u0131n haziran ay\u0131ndaki sert sat\u0131\u015flar\u0131n ard\u0131ndan \u00f6nemli \u00f6l\u00e7\u00fcde bask\u0131lanm\u0131\u015f seviyelere geriledi\u011fini belirten Ba\u015fkaya, temmuzdaki y\u00fckseli\u015fin bir b\u00f6l\u00fcm\u00fcn\u00fcn a\u015f\u0131r\u0131 sat\u0131\u015f sonras\u0131nda gelen tepki al\u0131mlar\u0131 ve yat\u0131r\u0131mc\u0131lar\u0131n pozisyonlar\u0131n\u0131 yeniden dengelemesinden kaynakland\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n
Bitcoin\u2019in 60 bin dolar \u00e7evresindeki kritik seviyelerde tutunmas\u0131n\u0131n piyasa g\u00fcvenini destekledi\u011fini dile getiren Ba\u015fkaya, spot Bitcoin borsa yat\u0131r\u0131m fonlar\u0131na temmuz ay\u0131nda yeniden para giri\u015fleri g\u00f6r\u00fclmesinin de kurumsal talebin tamamen ortadan kalkmad\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fini kaydetti.<\/p>\n
Ba\u015fkaya, \u201cFed\u2019in faizleri sabit tutmas\u0131 k\u00fcresel piyasalardaki k\u0131sa vadeli belirsizli\u011fi bir miktar azalt\u0131rken, jeopolitik risk priminin k\u0131smen d\u00fc\u015fmesi de kripto para gibi riskli varl\u0131klara nefes ald\u0131rd\u0131.\u201d dedi.<\/p>\n
Temmuz ay\u0131ndaki y\u00fckseli\u015fin hen\u00fcz g\u00fc\u00e7l\u00fc ve kal\u0131c\u0131 bir bo\u011fa piyasas\u0131n\u0131n ba\u015flang\u0131c\u0131 olarak de\u011ferlendirilmemesi gerekti\u011fini belirten Ba\u015fkaya, mevcut hareketin sert sat\u0131\u015flar\u0131n ard\u0131ndan ger\u00e7ekle\u015fen kontroll\u00fc bir toparlanma niteli\u011fi ta\u015f\u0131d\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
Kal\u0131c\u0131 bir y\u00fckseli\u015f i\u00e7in spot Bitcoin ETF\u2019lerine para giri\u015flerinin devam etmesi gerekti\u011fini vurgulayan Ba\u015fkaya, Fed\u2019in daha yumu\u015fak bir para politikas\u0131na ge\u00e7ece\u011fi beklentisinin g\u00fc\u00e7lenmesi, jeopolitik tansiyonun d\u00fc\u015f\u00fck kalmas\u0131 ve yat\u0131r\u0131mc\u0131lar\u0131n risk i\u015ftah\u0131n\u0131n yeniden artmas\u0131n\u0131n \u00f6nemli oldu\u011funu ifade etti.<\/p>\n
Ba\u015fkaya, \u201cMevcut tablo olumlu ancak piyasan\u0131n g\u00fc\u00e7l\u00fc ve kal\u0131c\u0131 bir y\u00fckseli\u015f s\u00fcrecine girdi\u011finin s\u00f6ylenebilmesi i\u00e7in yeni verilerle teyit edilmesi gerekiyor.\u201d de\u011ferlendirmesinde bulundu.<\/p>\n","protected":false},"excerpt":{"rendered":"
Kripto para piyasas\u0131n\u0131n toplam de\u011feri temmuz ay\u0131nda 123 milyar 170 milyon dolarl\u0131k art\u0131\u015fla 2 trilyon 159 milyar 780 milyon dolara y\u00fckseldi. Bitcoin y\u00fczde 7,2 de\u011fer kazan\u0131rken, Ethereum y\u00fczde 18,2\u2019lik y\u00fckseli\u015fle son 11 ay\u0131n en g\u00fc\u00e7l\u00fc ayl\u0131k performans\u0131n\u0131 sergiledi.<\/p>\n","protected":false},"author":2,"featured_media":4697,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[290,4515],"class_list":["post-41263","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-bitcoin","tag-kriptopara"],"yoast_head":"\n