Bitcoin vừa có một màn comeback cực đỉnh, tăng gần 28% từ đáy $49,000 – mức thấp nhất kể từ tháng Hai cơ! Cú bứt phá này đưa BTC trở lại trên mốc $60,000 sau khi bị bán tháo vào tháng 8, giảm tới 33.32% từ đỉnh cao nhất mọi thời đại $73,666. Đây cũng là cú té ngửa đau nhất trong chu kỳ này của Bitcoin!
Các chỉ số cũng “kể chuyện buồn”: Mayer Multiple tụt xuống mức 0.88, thấp nhất kể từ vụ FTX sập nguồn vào tháng 11/2022. Tức là Bitcoin đang giao dịch thấp hơn nhiều so với xu hướng lịch sử, đúng kiểu “ế ẩm” luôn.
Các chỉ số on-chain cũng cho thấy đợt bán tháo vừa rồi ác liệt cỡ nào. Giá vốn của các nhà đầu tư ngắn hạn (STH) là $64,860, trong khi đó, giá giao ngay của Bitcoin đã gần độ lệch chuẩn -1 (SD) dưới STH Cost-Basis này, một sự kiện hiếm gặp, trong lịch sử chỉ thấy trong khoảng 7,1% số ngày giao dịch. Điều này làm nổi bật độ nghiêm trọng của điều kiện thị trường trong hiện tại.
Tỷ lệ MVRV của Người nắm giữ ngắn hạn (STH MVRV), so sánh giá thị trường hiện tại với giá mua đối với các nhà đầu tư mới hơn, cho thấy nhóm này đang nắm giữ khoản lỗ chưa thực hiện lớn nhất kể từ mức thấp của thị trường gấu năm 2022. Nhìn chung, các chỉ số này nhấn mạnh tâm lý giảm giá sâu sắc và căng thẳng trong số các nhà đầu tư ngắn hạn, điều thường xảy ra ở các đáy cục bộ.
Tin vui từ Mỹ khi nền kinh tế vẫn “cứng đầu”, số liệu MVRV mới nhất cho thấy triển vọng khả quan hơn, dù vẫn có lo ngại về suy thoái. Tuần trước, số người xin trợ cấp thất nghiệp giảm mạnh, hàng tồn kho bán buôn tăng đều, tạo nền tảng vững chắc cho tăng trưởng kinh tế.
Nợ hộ gia đình thì tăng nhẹ, nhưng tỷ lệ nợ xấu vẫn ổn định, chứng tỏ người dân vẫn đang “gồng gánh” nền kinh tế. Tuy nhiên, tốc độ vay nợ chậm lại và áp lực tài chính tăng cao có thể khiến người tiêu dùng “thắt lưng buộc bụng”, làm giảm tăng trưởng kinh tế nếu FED không chịu giảm lãi suất.
Tin tốt là lĩnh vực dịch vụ Mỹ đã hồi sinh mạnh mẽ vào tháng 7, phục hồi từ mức thấp nhất trong 4 năm. Điều này có thể xoa dịu nỗi lo suy thoái, đặc biệt là sau khi tỷ lệ thất nghiệp tăng vọt và thị trường chứng khoán “trồi sụt” liên tục.
“Drama” từ thế giới crypto: Kamala Harris đang dẫn đầu cuộc đua tổng thống Mỹ 2024, bỏ xa Donald Trump. Giới crypto đang “hóng hớt” xem bà có ủng hộ tiền điện tử không, vì đội ngũ của bà đã bắt đầu tiếp xúc với các ông lớn trong ngành.
Các tổ chức tài chính “máu mặt” như BlackRock và Nasdaq cũng đang nhảy vào thị trường crypto. Họ vừa nộp đơn xin SEC cho phép giao dịch quyền chọn cho ETF Ethereum giao ngay của BlackRock. SEC thì vẫn đang “cẩn thận từng li từng tí”, quyết định hoãn phê duyệt ETF Bitcoin và Ether giao ngay của Hashdex đến 30/9/2024.
Nói chung là Bitcoin đã có một cú lội ngược dòng ngoạn mục sau cú “té ngửa” lịch sử. Thị trường đang nín thở chờ xem diễn biến tiếp theo. Nền kinh tế Mỹ thì có vẻ ổn áp hơn, nhưng vẫn còn nhiều thử thách. Kamala Harris đang là ngôi sao sáng trong cuộc đua tổng thống, và giới crypto đang hóng xem bà sẽ làm gì với thị trường này. Các tổ chức tài chính lớn cũng đang dấn thân vào crypto, còn SEC thì vẫn chậm-mà-chắc.
Và đó là Bitfinex Alpha 117. Đầu tư thông minh, lợi nhuận đỉnh cao tuần mới nhé!
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Bitcoin vừa có một màn comeback cực đỉnh, tăng gần 28% từ đáy $49,000 – mức thấp nhất kể từ tháng Hai cơ! Cú bứt phá này đưa BTC trở lại trên mốc $60,000 sau khi bị bán tháo vào tháng 8, giảm tới 33.32%…
The post Bitfinex Alpha | Bitcoin “lên đỉnh” rồi lại “hạ cánh”, liệu có hồi phục? appeared first on Bitfinex blog.
Amazon’s journey from a modest online bookstore to the world’s largest online retailer is a narrative of innovation, disruption, and relentless ambition. Today, Amazon dominates the e-commerce landscape, setting the standard for online shopping with its vast product selection, lightning-fast delivery, and customer-centric approach. This article explores the evolution of Amazon’s leadership in online shopping, examining the key strategies, innovations, and challenges that have shaped its rise to the top.
The Early Days: From Bookstore to Everything Store
Amazon was founded by Jeff Bezos in 1994 as an online bookstore, capitalizing on the internet’s potential to reach a global audience. The decision to start with books was strategic; books were easy to ship, did not require much storage space, and had a universal appeal. From the beginning, Bezos envisioned Amazon as more than just a bookstore. His long-term goal was to create the “everything store,” a one-stop-shop where customers could find and purchase anything they needed online.
The initial success of Amazon was driven by its innovative approach to e-commerce. While traditional bookstores were limited by physical space, Amazon offered an extensive catalog of books that was virtually limitless. The company’s early focus on customer satisfaction, with features like customer reviews, personalized recommendations, and a user-friendly interface, set it apart from competitors.
By 1997, Amazon had gone public, and its rapid growth continued. The company began to expand its product offerings beyond books, gradually adding categories like music, electronics, and toys. This diversification was essential to Amazon’s strategy of becoming the go-to online retailer for all consumer needs. The company’s ability to offer a wide range of products, combined with its commitment to customer service, established it as a leader in online shopping.
Innovation and Expansion: The Prime Revolution
One of the most significant milestones in Amazon’s evolution was the launch of Amazon Prime in 2005. For an annual fee, Prime members received free two-day shipping on eligible purchases, a proposition that was revolutionary at the time. The introduction of Prime was a game-changer, transforming customer expectations and further solidifying Amazon’s leadership in online shopping.
Prime was more than just a shipping service; it was a strategic move to create customer loyalty. The subscription model incentivized customers to make Amazon their default shopping destination, as the more they used Prime, the more value they received. Over time, Amazon expanded the benefits of Prime to include streaming video and music, exclusive deals, and other perks, making it an indispensable service for millions of customers.
The success of Prime can be measured by its membership numbers, which have grown exponentially over the years. As of 2024, Amazon Prime has over 200 million members worldwide, a testament to the value it offers. The Prime membership model has been so successful that it has influenced the broader retail industry, with many competitors launching their own subscription services in response.
The Technology Edge: Fulfillment and Logistics
Amazon’s dominance in online shopping is not just a result of its vast product selection and customer-centric approach; it is also rooted in its technological prowess. The company has invested heavily in building a state-of-the-art fulfillment and logistics network, which has been a critical factor in its ability to offer fast, reliable delivery to customers.
Amazon’s fulfillment centers, which are strategically located around the world, are marvels of automation and efficiency. These facilities use advanced robotics, artificial intelligence, and data analytics to manage inventory, process orders, and ship products with unparalleled speed. The company’s ability to deliver products quickly and accurately is a key reason why customers choose Amazon over other online retailers.
In addition to its fulfillment centers, Amazon has developed a vast logistics network that includes its own fleet of planes, trucks, and delivery vehicles. The company’s investment in logistics has allowed it to reduce its reliance on third-party carriers like UPS and FedEx, giving it greater control over the delivery process. This vertical integration has enabled Amazon to offer services like same-day and next-day delivery, further enhancing its competitive advantage.
Moreover, Amazon’s logistics innovations extend beyond its own operations. The company’s delivery service partner (DSP) program has created opportunities for small businesses to operate delivery routes for Amazon, while its crowd-sourced delivery platform, Amazon Flex, allows individuals to deliver packages using their own vehicles. These initiatives have expanded Amazon’s delivery capacity and ensured that it can meet the growing demand for fast shipping.
Expanding the Ecosystem: Marketplace and AWS
Another key component of Amazon’s success in online shopping is its ability to create a comprehensive ecosystem that extends beyond retail. The Amazon Marketplace, launched in 2000, has been instrumental in expanding the company’s product selection and driving revenue growth. The Marketplace allows third-party sellers to list their products on Amazon’s platform, giving customers access to a wider range of goods and enabling Amazon to earn a commission on each sale.
The success of the Marketplace has been staggering. Today, over half of the products sold on Amazon are from third-party sellers, many of whom are small and medium-sized businesses. The Marketplace has also been a critical factor in Amazon’s global expansion, as it allows sellers from around the world to reach customers in different markets without the need for a physical presence.
In addition to the Marketplace, Amazon Web Services (AWS) has played a crucial role in the company’s growth and profitability. Launched in 2006, AWS offers cloud computing services to businesses, allowing them to store data, run applications, and scale their operations with ease. AWS has become the backbone of the internet, powering everything from startups to large enterprises. The revenue generated by AWS has given Amazon the financial flexibility to invest heavily in its retail operations, including its logistics network, Prime, and original content for Prime Video.
Challenges and Criticisms
While Amazon’s leadership in online shopping is undeniable, it has not been without challenges and criticisms. The company’s dominance has raised concerns about its impact on competition, with critics arguing that Amazon’s scale and market power give it an unfair advantage over smaller retailers. There have also been concerns about the treatment of workers in Amazon’s fulfillment centers, with reports of grueling conditions and low wages sparking public outcry and calls for better labor practices.
Amazon has also faced scrutiny over its impact on the environment. The company’s rapid delivery services, which require a vast logistics network, contribute to carbon emissions and environmental degradation. In response, Amazon has pledged to achieve net-zero carbon emissions by 2040 and has invested in renewable energy and electric vehicles to reduce its environmental footprint.
Despite these challenges, Amazon continues to grow and innovate, constantly pushing the boundaries of what is possible in online shopping. The company’s ability to adapt to changing consumer preferences, invest in technology, and create a seamless shopping experience has ensured its position as the leader in e-commerce.
The Future of Amazon in Online Shopping
As Amazon looks to the future, it faces both opportunities and challenges. The rise of new technologies like artificial intelligence, machine learning, and automation will continue to shape the e-commerce landscape, and Amazon is well-positioned to leverage these innovations to enhance its operations and customer experience.
The company is also likely to continue expanding its ecosystem, integrating its retail operations with other services like AWS, Prime Video, and Alexa. This integration will further entrench Amazon in the daily lives of consumers, making it even more difficult for competitors to challenge its dominance.
In conclusion, Amazon’s leadership in online shopping is the result of a relentless focus on customer satisfaction, innovation, and scale. From its early days as an online bookstore to its current status as a global e-commerce giant, Amazon has consistently pushed the boundaries of what is possible in retail. As the company continues to evolve, it will undoubtedly remain a dominant force in the world of online shopping, shaping the future of commerce for years to come.