¡Hola a todos! Pasaba por aquí para comentaros cómo está el patio con Bitcoin, porque el panorama tiene tela. 😅
Febrero ha cerrado con una caída del 15%, lo que supone el quinto mes consecutivo en rojo. Para que os hagáis una idea del golpe, estamos un 48% por debajo de aquel máximo histórico de 126.500$ que vimos en octubre. Además, hemos estrenado 2026 haciendo "historia" de la mala: es la primera vez que enero y febrero cierran ambos en negativo. 📉
Marzo tampoco ha empezado con mucha alegría, sobre todo por la tensión en Oriente Medio, que tiene a todo el mundo con los dedos cruzados y huyendo del riesgo. Si este mes no remonta, empataremos el récord negativo de seis meses seguidos de caídas.
¿Qué toca mirar en el corto plazo?
Geopolítica: Ojo a la relación EE. UU. e Irán.
Datos Macro: Se viene el informe de empleo (ADP y nóminas no agrícolas) y los PMI en EE. UU.
La Fed: Todo esto condicionará qué hace la Reserva Federal a finales de mes. Si los datos acompañan y se empieza a oler un recorte de tipos, quizás veamos por fin ese impulso que tanto necesitamos.
Mirando a lo que queda de 2026, la clave no será solo la supervivencia, sino la madurez. Aunque el inicio ha sido duro, este año apunta a ser el de la "institucionalización" definitiva. Con gigantes como Citi y Barclays moviendo ficha para integrar Bitcoin en sus sistemas, el mercado está pasando de ser puramente especulativo a convertirse en infraestructura financiera real. Si la liquidez global mejora tras las reuniones de la Fed, podríamos ver una recuperación sólida apoyada en estos nuevos cimientos bancarios. ¡Paciencia y pies de plomo!... Show More Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
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Sat May 16 2026 21:13:21 GMT+0000 (Coordinated Universal Time)
