卡尔达诺:“2倍牛市”还是熊市?探索ADA的选择

币界网Published on 2024-07-18Last updated on 2024-07-18

币界网报道:
    ADA的价格已上涨至0.4487美元,今年迄今已上涨41%。尽管进行了升级,ADA仍面临一年多来最高水平的市场看跌。

Cardano[ADA]最近显示其市场价格显著上涨,在过去24小时内上涨了3.9%,达到0.4487美元的新闻发布时估值。这一激增推动今年迄今的涨幅达到约41%。

然而,正如领先的加密货币分析公司Santiment所报道的那样,这种积极的价格走势与交易员普遍的看跌情绪形成了鲜明对比。

卡尔达诺:“今年最悲观”

尽管价格表现乐观,但Santiment的分析表明,截至发稿时,ADA正经历一年多来的最高看跌水平。

交易员们在很大程度上“注销”了卡尔达诺,甚至提出逆向投资——违背了普遍的市场共识——可能会产生可观的回报。

ADA的市场表现和交易者情绪之间的这种二分法为其近期的发展奠定了一个复杂的基础。

考虑到本月晚些时候预期的张硬分叉即将到来,对卡尔达诺的看跌情绪尤其有趣。

Cardano的创始人Charles Hoskinson称其为网络历史上最重要的更新,这个硬分叉旨在引入去中心化的所有权,并在可扩展性和安全性方面进行实质性改进。

然而,尽管有这些有前景的技术进步,但它们似乎未能激发市场或影响ADA的地位,ADA的市值仍不在前十大加密货币之列。

这种看跌情绪会持续多久?

这种缺乏热情在波动的鲸鱼兴趣和围绕ADA的交易活动中显而易见。

IntoTheBlock的数据显示,大额交易(超过10万美元)有所下降,从本月早些时候的6.71万降至撰写本文时的5.15万。

这表明,虽然一些大型投资者保持了他们的股份,但大型企业的整体参与度略有下降。

此外,Coinglass的未平仓合约反映了Santiment所捕捉到的看跌基调。

尽管ADA的未平仓合约略有增加,增长了4%,达到2.3074亿美元,但未平仓合约量却下降了近30%。

这表明,虽然人们对持有ADA头寸的兴趣越来越大,但更广泛的投资热情一直在减弱。

从更积极的方面来看,AMBCrypto报告称Cardano的DEX活动激增。

这一增长可能是一线希望,表明尽管存在看跌情绪和市场挑战,但ADA的去中心化金融(DeFi)能力仍有积极的参与和兴趣。

从技术层面来看,分析师透露,该资产可能有望大幅上涨。著名加密货币分析师Captain Faibik透露,该资产突破了下跌模式,并透露,

“ADA已经离开火车站了。”

Faibik补充道,

“预计中期将有2次牛市反弹,所以不要错过这场比赛……”

Trending Cryptos

Related Reads

Veterans of the 'Little Smart' Era Return, This Time Leading a Robot Company in a Sprint to an IPO

UTStarcom Veteran Returns: Robot Maker Rushes for IPO On August 24, UDI Robot passed the listing hearing for the Hong Kong Stock Exchange main board. Known for its delivery robots in hotels and KTVs, the company was founded in 2013 by Lu Ying, former CEO of the once-dominant "PHS" phone maker UTStarcom, and other ex-colleagues. UDI has five main product series, including indoor delivery, outdoor delivery, and cleaning robots. Significantly, its business model is shifting from hardware sales to recurring service revenue. In 2025, AI vision model solutions contributed 37.5% of its total revenue of ~318 million RMB, while robot product sales accounted for 42.5%. However, its overall business remains unprofitable, with a cumulative net loss of 5.44 billion RMB from 2023 to Q1 2026. A key challenge is low hardware毛利率 (gross margin for robot products was 8.3% in 2025). Despite losses common in the robotics sector, UDI's deficit is narrowing. It has raised ~989 million RMB over 13 pre-IPO rounds from investors including Alibaba (Ele.me, Yunfeng Capital), Legend Capital, SenseTime, and hotel chains like Huazhu. The founding team, largely from UTStarcom, collectively controls 33.40% of the company. UDI ranks as China's third-largest commercial service robotics company with an 8.9% market share in 2025. Its IPO, sought via Hong Kong's special tech chapter 18C, aims to fund R&D, expansion, and working capital, marking a comeback attempt for the "PHS" veterans in a new technological era.

marsbit4m ago

Veterans of the 'Little Smart' Era Return, This Time Leading a Robot Company in a Sprint to an IPO

marsbit4m ago

Zuck refuses to give up, secretly develops one of his own called 'Hatch', but the model uses Claude...

Meta, led by Mark Zuckerberg, is developing a new AI agent platform called "Hatch" after its reported unsuccessful attempt to acquire Manus. Described as a "consumer version of OpenClaw," Hatch aims to automate tasks across various digital services. The platform is trained on simulated versions of services like DoorDash, Etsy, Reddit, Yelp, and Outlook, and is deeply integrated with Meta's own ecosystem, including Instagram, Facebook, and WhatsApp. Its goal is to enable end-to-end task completion, such as identifying a product in a social media post, comparing prices, and facilitating purchases. During development, Hatch is reportedly relying on Anthropic's Claude model. However, Meta plans to transition to its proprietary model, Muse Spark, for the official launch, with a newer model named Watermelon expected in October. This phased migration highlights potential technical challenges, as switching core models can affect performance and user experience. Priced at up to $199.99 per month, Hatch targets consumers willing to pay for significant time savings. Its key advantage is default distribution within Meta's vast suite of apps, potentially giving it access to rich user context. However, it faces major hurdles in real-world reliability, needing to handle complex, dynamic web environments, authentication changes, and anti-bot measures that differ from its controlled training simulations. The move represents Meta's strategic push to monetize AI directly beyond its core advertising business.

marsbit6m ago

Zuck refuses to give up, secretly develops one of his own called 'Hatch', but the model uses Claude...

marsbit6m ago

IOSG: U.S. Bonds, AI, and Inflation Can't All Be Had. Which Side Should BTC Bet On?

**Title: IOSG: Can't Have It All – Treasury Bonds, AI, and Inflation. Where Should BTC Bet?** **Core Thesis:** Washington is likely to prioritize stabilizing the Treasury market and sustaining the AI investment cycle, accepting higher inflation for longer as the trade-off. This creates sustained tailwinds for both gold and Bitcoin by injecting liquidity and shifting duration risk away from private balance sheets. **Key Issue:** The critical macro price is no longer the Fed funds rate, but the yield investors demand to hold long-term US Treasuries. Recent surges in 10-year and 30-year yields stem from a combination of persistent inflation risks, heavy fiscal supply, thinning demand for duration, and new competition for capital from massive AI infrastructure investments. **The Trilemma:** The US faces a difficult choice between controlling inflation, maintaining Treasury market stability, and fostering the AI growth cycle. Political pressure suggests inflation control is the most likely sacrifice. **Treasury's Response:** Measures by Treasury Secretary Besant focus on defending the bond market: supporting the Yen to prevent forced Japanese Treasury sales, increasing long-end liquidity via repos (effectively shortening government debt maturity), and a potential shift toward more short-term bill issuance. This could generate significant liquidity, reigniting "currency debasement" trades. **Gold's Role:** Gold's ~90% surge since mid-2024 is not just an inflation hedge but a bet on monetary debasement as a politically viable path out of the debt cycle, driven by declining dollar trust. **Bitcoin's Positioning:** Bitcoin has historically failed to correlate with gold during "debasement" rallies. However, its recent strong performance alongside Treasury's liquidity actions suggests the market may be treating it as a "stealth QE" trade—a scenario where crypto assets typically thrive amid expanding global liquidity. For BTC to firmly join the "debasement hedge" category, this correlation needs to persist. **Conclusion & Risks:** The framework suggests that preserving market stability and the AI cycle will likely mean shorter debt maturity,常态化 liquidity backstops, and tolerance for higher inflation—favorable for gold and BTC. This outlook would be undermined if inflation falls toward 2%, a credible fiscal path emerges, AI becomes self-funding, or private demand absorbs debt without higher term premiums. The key question is which corner of the trilemma breaks first; accelerated "duration transfer" by the Treasury would mean a longer tailwind for Bitcoin.

marsbit21m ago

IOSG: U.S. Bonds, AI, and Inflation Can't All Be Had. Which Side Should BTC Bet On?

marsbit21m ago

How 5G Will Be Launched in Russia: The Digital Ministry's Proposal and the Roadmap to 2035

Russia's Ministry of Digital Development has proposed a plan for launching 5G networks. It allows the "Big Four" mobile operators (Beeline, Megafon, MTS, T2) to deploy 5G on existing 4G/LTE base stations and frequencies, and will allocate them the new 4.63–4.99 GHz band. A key element is "technological neutrality," permitting the use of foreign equipment until September 2026. The new 4.63–4.99 GHz band is intended for more advanced services and industrial applications. However, a phased transition to Russian-made base stations will begin in 2027, with a target of at least 50% domestic equipment by 2030. The rollout timeline aims for 5G in cities with over 1 million people by the end of 2027, expanding to 84 cities by 2035. Initial "5G Ready" service, operating over existing infrastructure, will offer minimal speed improvements. Significant speed gains (4-10x over LTE) will require the new band and corresponding equipment. The plan addresses long-standing regulatory delays, including the military's hold on the global standard 3.4–3.8 GHz band. This forced Russia to adopt the 4.63–4.99 GHz range, overlapping with a Chinese band, making Chinese equipment a potential transitional solution. The success of the rollout will depend on equipment supply and the pace of production localization, while a challenge lies in smartphone compatibility with this non-standard frequency band.

cryptonews.ru3h ago

How 5G Will Be Launched in Russia: The Digital Ministry's Proposal and the Roadmap to 2035

cryptonews.ru3h ago

The Federal Reserve Bank of Dallas Announces a Colossal $700 Billion Allocation! How Will This Affect Bitcoin?

The Federal Reserve Bank of Dallas warns that the growing adoption of tokenized deposits in the banking sector could pose unforeseen risks to the financial system. Tokenized deposits, which transfer traditional bank deposits to blockchain infrastructure, offer features like instant settlement and programmable payments. While issued by regulated banks and maintaining deposit characteristics, they could enable customers to move funds between banks much faster in search of higher yields. This would significantly weaken banks' liquidity management and lending capacity. The Fed's analysis estimates that an increase in deposit interest rate sensitivity by 10% could reduce the interest rate risk banks can bear by approximately $700 billion over ten years. Similarly, a 10% shortening of the average deposit maturity could reduce the banking system's capacity to convert deposits into loans by about $580 billion. This acceleration of deposit movement could force banks to rely on more expensive wholesale funding, increasing borrowing costs for consumers and businesses and potentially making traditional banks resemble non-bank financial institutions. While the report does not directly address Bitcoin, the described shifts could have long-term implications. Firstly, the tokenization of deposits by banks could promote institutional adoption of blockchain-based financial infrastructure, indirectly legitimizing digital asset classes like Bitcoin. Secondly, faster-moving deposits and resulting higher funding costs could increase the price of liquidity in the financial system. This could create near-term headwinds for risk assets, including Bitcoin, due to tighter financial conditions and potential selling pressure. The report concludes that widespread adoption of this technology could impact many areas, from payment systems to monetary policy transmission mechanisms.

cryptonews.ru3h ago

The Federal Reserve Bank of Dallas Announces a Colossal $700 Billion Allocation! How Will This Affect Bitcoin?

cryptonews.ru3h ago

Trading

Spot

Hot Articles

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 ADA (ADA) are presented below.

活动图片