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Does the $2T crypto loss balance out the $2T money supply expansion?

17 点作者 dfps超过 2 年前
Do those two things balance out? (Some estimates put the stock market loss at around $7t or $9t, additionally).

10 条评论

WheelsAtLarge超过 2 年前
No, crypto is outside the US money supply. For the most part crypto needs to be converted to US dollars to be useful so the crypto money supply doesn't compete for goods and services so it mostly does not affect inflation. If ever it becomes a second money supply then it will have an impact.
spiralx超过 2 年前
This is basically asking &quot;Is investment the same as monetary policy?&quot; to which the answer is obviously no, they&#x27;re different concepts entirely, and the overlap of crypto investors and the FED and retail banking sector is minute at best.<p>Anyway, crypto being a zero-sum system (ignoring network costs for simplicity) means the $2T crypto loss would be a $2T crypto gain elsewhere, so no value has changed in the end, there are still the same number of coins out there after all even if the owners of some have changed.<p>And the $2T figure is based on the nonsense &quot;market cap&quot; metric that has almost no relationship to the actual amount of real world currency that was spent on the crypto it refers to. The BTC &quot;market cap&quot; of $335bn today assumes each one of the 19.3 million BTC mined so far is worth $17.2k, but that doesn&#x27;t mean each coin was purchased for $17.2k of USD or mined at that cost, after all there were nearly 4 million coins mined by the time BTC had a USD value at all, and another 7 million coins were mined before BTC hit $100, and so the real money spent is far less than £335bn.
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seanhunter超过 2 年前
No. For one thing they affect different groups of people.<p>The normal economy will still experience inflation arising from money supply expansion without that effect being counterbalanced by crypto losses, because the people who experienced those losses may forgo luxury purchases in the real economy (Wen Lambo? Not for a while) but the inflation isn&#x27;t in luxury goods for the most part it&#x27;s in much more mainstream goods and services. I would expect that the effect will almost be like the interrelated currencies of two neighbouring countries - they do affect each other because people convert between the currencies a lot, but they are not exactly the same.
AussieWog93超过 2 年前
Just FWIW, threads like this should be prefixed with &quot;Ask HN:&quot;.<p>That way readers will know it&#x27;s a question and not the title of an external article.
TheAlchemist超过 2 年前
No. &gt;90% of crypto was and still is like Monopoly money. The amount showed doesn&#x27;t mean a thing in real $.
quickthrowman超过 2 年前
There is very little real liquidity in cryptocurrency, there was never $2T of it to begin with. I’d be surprised if people put more than 1-2% of $2T of actual USD into cryptocurrency.<p>The answer to your question is “No.”<p>As a contrast, around $500B of US Treasury bonds trade every. single. day, and they’re all made with real currency
ezedv超过 2 年前
The $2 trillion loss in cryptocurrency refers to the decrease in value of the overall cryptocurrency market; this was due to a combination of factors, including regulatory concerns, hacking incidents, and market speculation.<p>On the other hand, the $2 trillion money supply expansion refers to the increase in the amount of money in circulation, usually as a result of government stimulus measures or monetary policy decisions.<p>In general, the two are not directly related and their impact on the economy may differ. The cryptocurrency market is still relatively small compared to the global financial system, so it&#x27;s impact on the economy is limited.<p>I think this article might be of your interest: <a href="https:&#x2F;&#x2F;www.ratherlabs.com&#x2F;post&#x2F;how-to-make-money-on-crypto-without-risking-a-penny" rel="nofollow">https:&#x2F;&#x2F;www.ratherlabs.com&#x2F;post&#x2F;how-to-make-money-on-crypto-...</a>
giaour超过 2 年前
No, because the crypto balance was always a mirage.
m00x超过 2 年前
A $2T loss in asset worth is much different than $2T of liquidity. People often confuse the two, but they&#x27;re incredibly different.
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quickthrower2超过 2 年前
It was never lost. For everyone who lost $100 in crypto, someone else is up $100.<p>An interesting question is whether the new USD holders are less likely to spend the money. If so that is a bit like a reduction in money supply but hard to quantify.<p>The only sinkhole is mining costs but that money ends up with chip manufacturers and electric suppliers etc.