长推：聊聊近期加密市场

MarsBitPublished on 2023-07-05Last updated on 2023-07-05

Abstract

美国M2拐点大概率显现，M2印钞机开启,借贷协议成了本月最靓的仔。

注：本文来自@Rocky_Bitcoin 推特，其是加密KOL，原推文内容由MarsBit整理如下：
最近市场，资金面相对比较宽裕！
一来美国M2拐点大概率显现，M2印钞机开启，必然要打通供应链关系，美国财政部长耶伦将来中国访华，4天时间（比较罕见），这有望疏通管道，为未来货币宽松，压缩通胀铺平道路。
二来，如👇图，借贷协议成了本月最靓的仔。整体增长有目共睹，说明市场整体风险偏好在提高，大家愿意去提高杠杆率，来获得对应更高的回报率。

资金面


三来，#LSDFI 赛道，LST代币释放的流动性，这个在以往文章讲过，有望释放400亿美金的体量，这无疑给市场带来了一定的额外流动性资金。
四来，叠加最近美国华尔街机构的动作频频，市场在朦胧中苏醒，混沌中开辟方向，模糊中越发清晰。场外资金蠢蠢欲动，稳定币净流入数据，一直持续稳定走高。
未来，我们大概率会走向越来越美好的道路！

Related Reads

Tron Founder Justin Sun Unlocks 5,000 stETH for the First Time in a Year! Is a Sell-off Coming?

A notable Ethereum transaction occurred on a cryptocurrency address believed to belong to Tron founder Justin Sun, approximately a year after his last such activity. According to on-chain data, the address 0x176...0a132, associated with Sun, was used to unlock 5,000 stETH (worth approximately $12.3 million at the time) via the Lido liquid staking protocol. This is the first time Sun has unlocked this quantity of stETH since July 18, 2025, and the purpose of the transaction remains unknown. Lido allows users to stake their Ethereum and receive stETH in return, which can later be converted back to ETH. Unlocking large amounts of stETH is a significant on-chain event closely monitored by the market. Sun reportedly holds around 243,000 stETH (valued at roughly $600 million) on-chain, and despite this recent transaction, he remains a major holder in the Ethereum ecosystem. It is unclear whether the 5,000 ETH redemption is for an immediate sale. Large investors may liquidate stETH positions for various reasons, such as asset reallocation, liquidity needs, or strategy shifts. Market participants will closely watch transfers from this address in the coming days, particularly for signs of potential selling pressure if the ETH is moved to centralized exchanges.

cryptonews.ru3m ago

Tron Founder Justin Sun Unlocks 5,000 stETH for the First Time in a Year! Is a Sell-off Coming?

cryptonews.ru3m ago

Preview of Warsh's Friday Speech: What Is the Market Focusing On?

Fed Chair Kevin Warsh is set to deliver his first Jackson Hole speech this Friday, a key event for markets to gauge his policy framework. The focus is on whether he will continue reducing forward guidance, thereby allowing markets to form their own rate expectations. Analyst Michael J. Kramer suggests a controversial interpretation: Warsh may tolerate a steeper yield curve, where rising long-term yields and bond volatility could tighten financial conditions without an immediate policy rate hike. This could occur through higher mortgage and corporate funding costs and lower equity valuations. Kramer points to the rising term premium on 10-year Treasuries, which, if reverting to pre-QE averages, could push yields above 5% alongside a higher assumed neutral rate. Concurrently, reduced forward guidance could structurally increase bond market volatility (as measured by the MOVE index), further tightening conditions. In this framework, long-end tightening could precede potential short-end rate cuts if it successfully cools demand and inflation. Risks include loss of Fed credibility and uncontrollable financial stress from excessive rate rises. Additionally, Japan's monetary policy normalization, with rising inflation expectations and short-term rate projections, may add upward pressure on global long-term yields. Friday's speech will be crucial for discerning whether Warsh views higher long-end yields as a usable policy tool or an uncontrolled market risk, and whether the "let the long-end do the tightening" narrative holds.

marsbit14m ago

Preview of Warsh's Friday Speech: What Is the Market Focusing On?

marsbit14m ago

Darknet Leader Indicates Readiness to Cooperate as $44 Million Bitcoin Kidnapping Case Develops

Tomas Jiríkovský, the main suspect in a major Czech Republic cryptocurrency money laundering case, has indicated a potential willingness to cooperate with authorities. This follows a custody hearing at the Brno City Court where judge Ivana Otrubová ruled to keep him detained. Jiríkovský, a programmer linked to darknet activities and money laundering, had previously refused to speak with investigators. Prosecutors now state he has changed his position regarding darknet marketplace operations and criminal proceeds laundering. The court ordered his continued detention citing a flight risk and the likelihood he still controls some illicit crypto funds. Prosecutors are seeking a sentence of up to 20 years and asset confiscation. Central to the scandal is Jiríkovský's controversial $44 million Bitcoin donation to the Czech Ministry of Justice, which he made in exchange for state assistance in unlocking a confiscated crypto wallet. Former Justice Minister Pavel Blažek accepted the donation, but investigators allege it was a scheme to legitimize illegal darknet proceeds. The fallout led to Blažek's resignation and criminal charges against several high-ranking officials for aiding money laundering and breach of duty. With tens of thousands of pages of evidence, the trial is expected to be lengthy as authorities work to uncover the full scale of the operation.

cryptonews.ru16m ago

Darknet Leader Indicates Readiness to Cooperate as $44 Million Bitcoin Kidnapping Case Develops

cryptonews.ru16m ago

‘Bear Cycle Is Over.’ What Are the Key Crypto Market News

"Bear cycle is over": Key cryptocurrency market news. On August 26th, Bitcoin traded below $79K and Ethereum around $2.45K, with both down ~2% over 24 hours. The total market cap remains above $2.65 trillion, with a "Greed" index score of 65 suggesting investor buying interest. LayerZero ($ZRO) led the top 100 with a 10% gain, while Monad (MON) fell 13%. Bitcoin ETFs saw over $314M in inflows, and Ethereum ETFs nearly $179M. Bitcoin's price briefly touched $81.3K on August 25th but faced resistance near the critical 50-week SMA indicator. Some experts, like Ki Young Ju of CryptoQuant, believe the bear cycle has ended, citing early bullish signals similar to January 2023. Analysts are discussing a potential "altcoin season," noting capital rotation from Bitcoin into Ethereum and riskier assets following a period of low volatility and volume. Many altcoins, including $ZRO (up over 60% since August 17th), are rebounding from near year-to-date lows, a pattern seen across numerous top projects.

cryptonews.ru16m ago

‘Bear Cycle Is Over.’ What Are the Key Crypto Market News

cryptonews.ru16m ago

Russian Hides Crypto Mining Farm in Outbuilding Near House

A 53-year-old resident of the Predgorny District in Stavropol Krai, Russia, hid cryptocurrency mining equipment in an outbuilding on his property and exchanged the mined cryptocurrency for rubles, according to materials from a criminal case. Investigators state the man purchased a special device online to connect his equipment while bypassing the electricity meter. The local power grid company estimates the damages from three years of unauthorized consumption at 1 million rubles. Criminal charges have been filed under the article for "causing property damage by deceit," which carries a penalty of up to two years in prison and an 80,000-ruble fine. Stavropol Krai is not among the Russian regions where cryptocurrency mining is prohibited. The ban is in effect in neighboring North Caucasian republics like Dagestan and Chechnya, as well as in Moscow, the Moscow region, and parts of several other regions. This case follows a similar one in Perm, where a mining farm owner faces charges after an inspection initiated by power engineers. In that instance, "Rosseti Ural" estimated damages from illegal electricity consumption at over 6 million rubles.

cryptonews.ru18m ago

Russian Hides Crypto Mining Farm in Outbuilding Near House

cryptonews.ru18m ago

Trading

Spot
活动图片