【一周靓文】香港重回世界中心，加密赛道的未来在哪儿？

火币资讯Published on 2023-02-25Last updated on 2023-02-25

Abstract

一周靓文，回顾过去一周最值得关注的热点文章，帮您快速理解市场动态。

一周靓文，介绍过去一周最值得关注的热点文章，帮助投资者深刻理解市场动态。

1、本周热点

《合规、稳定币、扩张，火必布局香港三步曲》

拥抱元宇宙，迎接 Web3.0 ，接纳 DLT，融入加密世界，对接 NFT，牵手稳定币，开放散户交易……香港迎来了新的叙事、新的风口，也给这个行业的创业者带了无限的机会。

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《港概币起飞？一文梳理20个香港本土重点加密项目》

网传“6 月 1 日香港居民自由买卖加密货币将完全合法”后，香港概念币开始起飞了。⠀

从近 7 天内涨幅来看，截止发稿，CFX（Conflux）以超 400 %的涨幅领涨，COCOS（Coscos-BCX）、KEY（SelfKey）涨幅均超 200 %、 ACH（Alchemy Pay）则超 140% ，FIL（Filecoin）超 70% 。

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《加密市场新一轮牛市起源东方？》

上周比特币突破 2.5 万美元，再次助长了市场的 FOMO 情绪。继 AI（人工智能）、元宇宙概念之后，一个全新概念板块在这两天成为焦点：Chinese Coin（中概币）。

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2、加密故事

《Blur创始人自曝身份：高中辍学，17岁加入YC，享受匿名开发过程》

2 月 22 日上午，大热 NFT 交易市场 Blur 的匿名创始人 Pacman 于推特正式公开了自己的身份。

Pacman 介绍称，自己曾高中辍学，在 17 岁加入了知名创业孵化器 Y Combinator，随后又在麻省理工学院攻读数学与计算机科学，曾得到过亿万富翁 Peter Thiel 创建的 Thiel 奖学金，而后又创建了一家名为 Namebase 的公司并将其出售给了 Namecheap。

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《业务作假、套现1亿美金，美SEC文件曝光Terra背后更多欺诈细节》

稳定币 TerraUSD 的崩溃抹去了超过 400 亿美元的市值，从此引发了加密行业的一连串破产冲击波。本周四晚间，美国证券交易委员会（SEC）发布了一份长达 55 页的文件，详细说明了针对 Do Kwon 和他的公司 Terraform Labs 的各种欺诈指控。

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《【研报精选】比特币的过去、现在和未来（三）：比特币的青春期》

比特币的青春期到底是什么样的呢？

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3、加密趋势

《加密市场正进入新一轮周期，眺望牛市三大新趋势》

目前从链上数据看，加密市场已经开始进入到新的牛市周期，那么新的一轮加密叙事是否已经出现？本文认为，比特币“新文化运动”、加密监管走向成熟、以及区块链+AI等正在成为新一轮牛市的新趋势。

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《加密全赛道融资报告：5大版块、22个赛道、1203个头部企业》

Pitchbook汇总了加密行业的近万起融资纪录，对市场做了industry mapping。包括区块链网络、用户交互、基础设施、Web3和去中心金融5个版块，22个赛道以及1203个头部企业。

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《【研报精选】加密赛道下一步在哪儿爆发？》

我们期待着这样一个世界：用户拥有自己的数据，以极低的成本在不同的应用程序之间移动，自由社交，自由游戏，不必担心高门槛、高收费，也不必担心自己的资产安全。这样一来，Web3 肯定能承载人们许多美好的愿望，人们也会花更多的时间在互联网和元宇宙上，在这个虚拟世界里许多想法都可以实现。此时，Web3 将迸发出无可比拟的价值。

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