유럽의 유명 투자은행인 삭소(Saxo)가 2분기 중 가상화폐가 황소 장세를 보일 것이라고 전망했다. 삭소는 가상화폐 전문가인 제이콥 파운시(Jacob Pouncey)가 작성한 35페이지 분량을 보고서를 공개했다.
파운시는 2017년 초반 각종 규제와 SNS 광고 금지 조치 등으로 여전히 취약하지만, 호시절로 컴백할 가능성을 배제할 수 없다고 밝혔다.
그 근거로 파운시는 골드만삭스사가 서클사의 암호화폐 거래소 폴로닉스 인수한 점, 야후 재팬사의 Bitarg Exchange Tokyo 지분 40% 매입과 같은 금융사의 거래소 인수 사실은 언급했다. 또한, 코인베이스가 암호화폐 관련 기업과 인재를 영입하는 등의 움직임이 가격 상승에 영향을 미칠 것으로 내다봤다.
덴마크 코펜하겐에 본사를 둔 삭소는 선물 스프레드, 자금, 채권, CFD, 주식 및 외환 거래에 대한 온라인 거래를 하는 투자은행이다. 삭소는 180 개국에 고객을 확보하고 있으며 매일 120억달러를 처리한다고 주장했다.
Saxo Investment Bank is Bullish on Crypto Over Next 3 Months
Influential investment bank Saxo released the 35 page, Q2 2018 Quarterly Outlook. In it, the bank’s newly hired Crypto Analyst, Jacob Pouncey, noted the perils of this year’s first financial quarter with regard to digital assets. Taking into account several factors, he believes the next three months could be a breakout time for digital assets, holding the potential to trigger a bull market.
The Danish bank, Saxo, forwarded its general outlook for 2018’s second set of three months. Turning to cryptos, Mr. Pouncey prefaced, “Cryptocurrencies fell back to earth with a bang in the first months of this year, having enjoyed exponential growth in 2017. The situation remains fragile, given the outlook to increased regulation and social media advertising bans. That said, we can’t rule out the possibility of a comeback.”
That its main analyst in the crypto sector is optimistic going forward means cover for institutional investors who’re looking to dabble. Indeed, Mr. Pouncey details, “The market has seen several acquisitions of crypto exchanges from financial firms such as Goldman Sachs backed Circle acquiring Poloniex, Monex Group acquiring Coincheck, and Yahoo Japan buying a 40% stake in Bitarg Exchange Tokyo.” Additionally, crypto exchanges such as Coinbase have been able to recruit real talent from Silicon Valley, and they’re being placed in key executive positions. These moves seem poised to take advantage of price spikes.
Mr. Pouncey concludes, “several events could serve as springboards for a cryptocurrency bull market in Q2, whether it is through fundamental drivers, or it is just a self-fulfilling prophecy [….] In my opinion, we will eventually see the end of the current, negative cryptocurrency cycle, as many of the weak hands have been shaken out by the bear market and the remaining investors are on the ready to latch onto any good news after the bad start this year.”