星球日报 | 美联储点阵图暗示2025年将降息四次;特朗普:希望所有剩余比特币都在美国制造(6月13日)

Odaily星球日报Published on 2024-06-13Last updated on 2024-06-13

Abstract

美国5月未季调CPI年率3.3%,预期3.40%,前值3.40%。

星球日报 | 美联储点阵图暗示2025年将降息四次;特朗普:希望所有剩余比特币都在美国制造(6月13日)

头条

美联储点阵图暗示 2025 年将降息四次

美联储点阵图暗示 2025 年将降息四次(三月预计为降息三次)。

特朗普:希望所有剩余比特币都在美国制造

美国前总统特朗普在 Truth Social 发文表示,比特币挖矿可能是对抗 CBDC 的最后一道防线。希望所有剩余的比特币都在美国制造(MADE IN THE USA),这将帮助美国占据能源主导地位。

美国 5 月未季调 CPI 年率 3.3% ,预期 3.40% ,前值 3.40% 

美国 5 月未季调 CPI 年率 3.3% ,预期 3.40% ,前值 3.40% ;
美国 5 月季调后核心 CPI 月率 0.2% ,预期 0.30% ,前值 0.30% ;
美国 5 月未季调核心 CPI 年率 3.4% ,预期 3.50% ,前值 3.60% ;
美国 5 月季调后 CPI 月率 0% ,预期 0.10% ,前值 0.30% 。

行业要闻

市场消息:美联储点阵图此时或已被投票通过,年内或将出现 2 次降息

Cfra 研究公司首席投资策略师 Sam Stovall 表示,通胀出乎意料地走低,导致期货价格上涨,而 10 年期美国国债收益率大幅下跌。这最终将有利于美联储。此时,点阵图可能已经被投票通过, 2024 年更有可能出现两次降息,而不是一次,但我们仍然认为,到 2026 年中期,我们将每个季度降息 25 个基点。通胀数据令投资者能够更乐观地看待年底利率下降的可能性。风险资产因此大幅上涨,成长型板块在开市后一小时内也将表现强劲。

Tether CEO:拟于 6 月 17 日推出新类型数字资产产品

Tether CEO Paolo Ardoino 在 X 平台宣布,经过一年的努力,Tether 将于 6 月 17 日星期一推出新类型数字资产产品。

特朗普:希望所有剩余比特币都在美国制造

美国前总统特朗普在 Truth Social 发文表示,比特币挖矿可能是对抗 CBDC 的最后一道防线。希望所有剩余的比特币都在美国制造(MADE IN THE USA),这将帮助美国占据能源主导地位。

1 0x Research:比特币若突破 72000 美元有望创新高

1 0x Research 在其最新市场分析报告中表示,今晚的双重宏观事件 CPI 和 FOMC 在上周美国就业数据高于预期之后似乎难以预测,导致大多数华尔街银行将首次降息预期推迟至 9 月或更晚。尽管对利率敏感的纳斯达克继续创下历史新高,但比特币已经从 71, 000 美元下跌至 67, 000 美元。
如果比特币价格攀升至 72, 000 美元(71, 946 美元)以上,可能会突破新高。然而,过度配置以太坊(杠杆)期货可能会导致对比特币的负面影响,并且比特币比以太坊更受青睐(上周 BTC 下跌 5% ,ETH 下跌 9% )。
美国 SEC 主席 Gary Gensler 关于以太坊 ETF S-1 批准需要时间的评论似乎更有可能开始解除杠杆多头头寸,而不是重新定价华尔街的利率预期。围绕以太坊 ETF 的热情已经大幅下降,ETH/BTC 汇率继续下行。

Matrixport:以太坊可能会再次表现不佳

Matrixport 发文分析称,自 2022 年 9 月 PoW 和 PoS 链合并以来,ETH/BTC 汇率一直呈明确下降趋势。尽管以太坊偶尔短暂超越比特币,但这种情况并未持续。随着汇率对接近下行通道的顶部,ETH 可能会再次表现不佳。

美国核心 CPI 回落至三年低位,交易员预期美联储降息的可能性增大

美国 5 月未季调核心 CPI 年率录得 3.4% ,低于预期的 3.5% 水平,为 2021 年 4 月以来最低水平,交易员预期美联储降息的可能性增大。

市场预计美联储 11 月降息 25 个基点的可能性达到 100% 

互换合约显示,市场预计美联储 11 月降息 25 个基点的可能性达到 100% 。

项目要闻

DWF Labs 联创:将推出一个专注于特定项目领域的基金

DWF Labs 联创 Andrei Grachev 在 X 平台上宣布,经过几个月的努力、规划和确定战略,将推出一个专注于特定项目领域的基金。

Solana Labs 推出客户忠诚度平台 Bond

Solana 背后开发公司 Solana Labs 为希望在区块链上启动客户忠诚度计划的企业推出了技术堆栈和“白手套服务”,目前已推出客户忠诚度平台 Bond,该平台是 Solana Labs 开发的第三款上市的产品,另外两款产品是帮助游戏开发者创建 Web3 游戏的 GameShift 和 Solana Mobile,后者目前正在接受其第二代 Solana 集成手机的预订。

以太坊信标链质押总量突破 3300 万枚 ETH,质押率达 27.55% 

Dune 数据显示,以太坊信标链质押总量突破 3300 万枚 ETH,当期触及 33, 019, 764 枚 ETH,验证者数量为 1, 031, 868 个,质押 ETH 占 ETH 总供应量的 27.55% 。其中,流动性质押协议 Lido 的质押份额为 28.76% 。

Sushi DAO 将继续运营,同时 Sushi Labs 致力于推动快速产品创新

据官方消息,Sushi 就近期进展发布进一步说明:
Sushi DAO 继续以去中心化的方式运作。Sushi DAO 没有被替换或解散,并将继续运作,它在治理和决策中发挥着至关重要的作用;
Sushi Protocol:仍然无需许可,该协议的服务完全开放给公众使用;
Sushi Bar 收入分配:收入仍然分配给 bar,xSUSHI 持有者有权分享平台交易费用的一部分;
Sushi Labs:为用户更快地构建更好的产品。
Sushi Labs 旨在补充 Sushi DAO,推动更快,更高效的开发,并帮助 Sushi 在竞争激烈的 DeFi 领域保持领先地位。
虽然 Sushi Labs 将推动创新,但治理和决策过程仍将去中心化。新的管理结构包括确保社区参与和透明度的委员会。
Sushi 采用了理事会结构,使社区能够有效地管理资源。新的结构包括四个委员会:Sushi High Kitchen、Treasury Council、Grants Council 以及 Ambassador Council。

Ripple CEO:Ripple 新稳定币名称为 RLUSD

在阿姆斯特丹举行的 XRP Ledger 社区峰会上,Ripple 首席执行官 Brad Garlinghouse 公布了 Ripple 新稳定币的名称为 RLUSD。

Wormhole:Stake for Governance 目前仅支持 EVM 链

据官方消息,Wormhole 表示虽然 Stake for Governance 功能采用了多链治理系统 MultiGov,但目前只支持 EVM 链(Ethereum、Arbitrum、Optimism、Base),Solana 将于后续添加支持。因此,当前用户要参与 W 质押治理必须将 Solana 上的 W 通过 Wormhole NTT 转移至任意支持的 EVM 链上。用户需要在 Wormhole 治理门户中按照指引完成转移,或通过 Portal Bridge 事先将 W 转移至受支持 EVM 链。

安全风险

SafePal CEO 兼联创 X 账户被盗,请勿与之交互

SafePal 于 X 发文表示,其 CEO 兼联合创始人的 X 账户(@V_SafePal)已被盗。所有其他渠道和平台保持安全,运营不受影响。在重新获得访问权限之前,不要与该帐户发布的任何帖子或私信进行交互。
X 团队已经收到通知,并将在恢复访问时发布更新。

Trending Cryptos

Related Reads

The War Without a Unified Name: The Domestic Tech Giants' World Model Landscape

The article outlines the diverse and fragmented landscape of "World Models" in China's tech industry, where major players are pursuing similar goals under different names like world foundational models, physical AI, or integrated within autonomous driving and embodied intelligence systems. The core aim is to enable AI to create an internal, dynamic environment for simulation, reasoning, and learning, reducing reliance on infinite real-world data. This "data engine" allows for unlimited generation, experimentation, and iteration. The report categorizes the approaches of different companies: * **Internet Giants:** Alibaba is developing models for linguistic, virtual, and physical worlds (Qwen-AgentWorld, HappyOyster, Qwen-RobotWorld). Tencent's HY-World focuses on 3D, game, and social scenarios. ByteDance leverages its vast video data for a potential "digital twin" model. Huawei integrates its model into industrial applications like smart cars and robotics without separately branding it. Baidu embeds world model capabilities within its Apollo autonomous driving and Ernie systems. * **Automakers:** Companies like NIO, Li Auto, XPeng, and Geely are using world models as virtual "driving schools" and "testing grounds." They generate complex scenarios (e.g., rain, snow) to train and validate autonomous driving systems in simulation, aiming for more capable and safer AI drivers. * **Autonomous Driving Suppliers:** Firms such as Momenta, Horizon Robotics, Haomo.ai, and DeepRoute.ai are building the underlying "world engines." They focus on large-scale video generation for simulation, reinforcement learning, and enhancing end-to-end autonomous driving models, often integrating these capabilities into commercial products. While startups bring focus and innovation, they face challenges like limited data, compute resources, and deployment channels. Large companies possess these advantages and are rapidly transitioning world models from research projects into core business infrastructure powering products in vehicles, games, and industry. The conclusion is that world models represent an evolution and convergence of existing AI fields into crucial industrial infrastructure, moving the competition from simply building a model to effectively deploying it to understand and interact with the physical world.

marsbit12m ago

The War Without a Unified Name: The Domestic Tech Giants' World Model Landscape

marsbit12m ago

The Crypto Industry Enters the 'Show Me' Era: Vision Alone Is No Longer Enough

The crypto industry has entered a "Show Me" era, where grand visions and white papers are no longer sufficient to gain traction. This shift is driven by increased skepticism, high-profile bad actors, and notably, the serious entry of traditional finance (TradFi) institutions like BlackRock, Fidelity, and JPMorgan Chase, which are launching real, scaled products such as tokenized funds and blockchain-based settlement. This raises the bar for what constitutes a credible project. The communication dynamic has fundamentally changed. The focus is no longer on "what you are building" but on "what you have built and who is using it." Startups must now provide a "proof stack": verifiable data like mainnet transaction volume and active wallets, genuine partnerships with signed contracts, and evidence of organic product-market fit from real users, not just investors. Announcements must be backed by concrete, chain-verifiable evidence. For communication strategies, this means leading with proven facts and hard data—even if modest—rather than speculative narratives. A compelling story must be grounded in demonstrated results. While vision remains important, the balance has inverted from 80% vision/20% substance to the opposite. This higher threshold ultimately benefits builders with genuine traction, filtering out noise and allowing their real signals to stand out clearly. The "Show Me" era is a permanent maturation, demanding that communication strategies prove value, not just promise it.

链捕手44m ago

The Crypto Industry Enters the 'Show Me' Era: Vision Alone Is No Longer Enough

链捕手44m ago

Meta Follows the Trend into Prediction Markets: Can It Avoid Repeating the Failure of the Metaverse?

Meta, the tech giant behind Facebook, has reportedly formed a team to develop "Arena," a new application focused on prediction markets. Users would use platform points to place bets on outcomes in politics, sports, and global events. This move follows Meta's massive, nearly $900 billion, losses from its heavily-invested metaverse division, Reality Labs. The prediction market industry is already showing strong demand, with leading platforms like Kalshi and Polymarket facilitating hundreds of billions in annual volume. Meta, with its 3.56 billion daily active users across its apps, possesses the unprecedented scale to bring this niche activity to a mainstream audience, similar to its past success in cloning features like Stories and Reels. However, Arena faces significant hurdles. Meta plans to start with a points-based system to avoid strict financial regulations, but this may dilute the core incentive of accurate prediction that real-money markets provide. More critically, Meta enters the space with a major trust deficit stemming from its past regulatory battles, notably the failed Libra/Diem stablecoin project, and its controversial history with political content and misinformation. The prediction market sector itself is under increasing regulatory scrutiny, with recent CFTC actions including fines and the first-ever insider trading case. While Meta's vast user base offers a unique opportunity to expand the market, its success hinges on navigating complex regulations and rebuilding the credibility necessary for a platform dealing with sensitive topics like elections. The outcome could range from Meta dramatically growing the industry to Arena becoming a high-profile regulatory target before it can scale.

Foresight News1h ago

Meta Follows the Trend into Prediction Markets: Can It Avoid Repeating the Failure of the Metaverse?

Foresight News1h ago

Trading

Spot
Futures

Hot Articles

What is $BITCOIN

DIGITAL GOLD ($BITCOIN): A Comprehensive Analysis Introduction to DIGITAL GOLD ($BITCOIN) DIGITAL GOLD ($BITCOIN) is a blockchain-based project operating on the Solana network, which aims to combine the characteristics of traditional precious metals with the innovation of decentralized technologies. While it shares a name with Bitcoin, often referred to as “digital gold” due to its perception as a store of value, DIGITAL GOLD is a separate token designed to create a unique ecosystem within the Web3 landscape. Its goal is to position itself as a viable alternative digital asset, although specifics regarding its applications and functionalities are still developing. What is DIGITAL GOLD ($BITCOIN)? DIGITAL GOLD ($BITCOIN) is a cryptocurrency token explicitly designed for use on the Solana blockchain. In contrast to Bitcoin, which provides a widely recognized value storage role, this token appears to focus on broader applications and characteristics. Notable aspects include: Blockchain Infrastructure: The token is built on the Solana blockchain, known for its capacity to handle high-speed and low-cost transactions. Supply Dynamics: DIGITAL GOLD has a maximum supply capped at 100 quadrillion tokens (100P $BITCOIN), although details regarding its circulating supply are currently undisclosed. Utility: While precise functionalities are not explicitly outlined, there are indications that the token could be utilized for various applications, potentially involving decentralized applications (dApps) or asset tokenization strategies. Who is the Creator of DIGITAL GOLD ($BITCOIN)? At present, the identity of the creators and development team behind DIGITAL GOLD ($BITCOIN) remains unknown. This situation is typical among many innovative projects within the blockchain space, particularly those aligning with decentralized finance and meme coin phenomena. While such anonymity may foster a community-driven culture, it intensifies concerns about governance and accountability. Who are the Investors of DIGITAL GOLD ($BITCOIN)? The available information indicates that DIGITAL GOLD ($BITCOIN) does not have any known institutional backers or prominent venture capital investments. The project seems to operate on a peer-to-peer model focused on community support and adoption rather than traditional funding routes. Its activity and liquidity are primarily situated on decentralized exchanges (DEXs), such as PumpSwap, rather than established centralized trading platforms, further highlighting its grassroots approach. How DIGITAL GOLD ($BITCOIN) Works The operational mechanics of DIGITAL GOLD ($BITCOIN) can be elaborated on based on its blockchain design and network attributes: Consensus Mechanism: By leveraging Solana’s unique proof-of-history (PoH) combined with a proof-of-stake (PoS) model, the project ensures efficient transaction validation contributing to the network's high performance. Tokenomics: While specific deflationary mechanisms have not been extensively detailed, the vast maximum token supply implies that it may cater to microtransactions or niche use cases that are still to be defined. Interoperability: There exists the potential for integration with Solana’s broader ecosystem, including various decentralized finance (DeFi) platforms. However, the details regarding specific integrations remain unspecified. Timeline of Key Events Here is a timeline that highlights significant milestones concerning DIGITAL GOLD ($BITCOIN): 2023: The initial deployment of the token occurs on the Solana blockchain, marked by its contract address. 2024: DIGITAL GOLD gains visibility as it becomes available for trading on decentralized exchanges like PumpSwap, allowing users to trade it against SOL. 2025: The project witnesses sporadic trading activity and potential interest in community-led engagements, although no noteworthy partnerships or technical advancements have been documented as of yet. Critical Analysis Strengths Scalability: The underlying Solana infrastructure supports high transaction volumes, which could enhance the utility of $BITCOIN in various transaction scenarios. Accessibility: The potential low trading price per token could attract retail investors, facilitating wider participation due to fractional ownership opportunities. Risks Lack of Transparency: The absence of publicly known backers, developers, or an audit process may yield skepticism regarding the project's sustainability and trustworthiness. Market Volatility: The trading activity is heavily reliant on speculative behavior, which can result in significant price volatility and uncertainty for investors. Conclusion DIGITAL GOLD ($BITCOIN) emerges as an intriguing yet ambiguous project within the rapidly evolving Solana ecosystem. While it attempts to leverage the “digital gold” narrative, its departure from Bitcoin's established role as a store of value underscores the need for a clearer differentiation of its intended utility and governance structure. Future acceptance and adoption will likely depend on addressing the current opacity and defining its operational and economic strategies more explicitly. Note: This report encompasses synthesised information available as of October 2023, and developments may have transpired beyond the research period.

449 Total ViewsPublished 2025.05.13Updated 2025.05.13

What is $BITCOIN

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of BTC (BTC) are presented below.

活动图片