USDT主导地位飙升:稳定币会在经济不确定性中崛起吗?

币界网Published on 2024-08-13Last updated on 2024-08-13

币界网报道:
    我们探讨了USDT宏观趋势的上升对市场意味着什么。评估鲸鱼、零售和投资者类别持有的流动性水平。

Tether[USDT]在周末大幅上涨,这一结果与大多数加密货币的抛售压力再次出现相吻合。

这不仅仅是巧合,可能是未来事情的征兆。

当市场出现FUD时,USDT的主导地位往往会上升,引发大多数加密资产的抛售。

这在最近的加密货币崩溃中显而易见,在此期间,USDT飙升,甚至越过关键阻力线,随后迅速回落。

在上周的崩盘中,USDT的主导地位高达6.77%。8月12日,该指数反弹至5.83%的高点,随后跌至5.60%的新闻发布时间水平。

请注意,自3月以来,USDT一直在走高,因为自那以后市场出现了一些疲软。

尽管市场预计8月份加密货币市场表现将更强劲,但金融界最近的事态发展表明,有可能出现抛售。

这样的结果可能会在未来几周或几个月内推高USDT的主导地位。

飞往安全地带?

最近日本加息引发的市场崩盘使市场陷入困境,引发了整个市场对风险资产的抛售。

许多分析师对此事进行了权衡,共识表明,解除的程度尚不清楚,可能仍在发挥作用。

如果是这样的话,未来还有更多的风险,那么很可能会出现更多的抛售。

如果发生这种情况,那么随着投资者交换资产以避免投资组合风险,USDT可能会占据更大的主导地位。

AMBCrypto在过去七天中探索了稳定币的历史集中度,以确定情况是否已经发生。

调查结果显示,截至8月11日,鲸鱼持有165.2亿美元,在过去的七天里下降了0.18%。投资者持有114.7亿美元,比七天前增长1.91%。

零售额为242.3亿美元,比7天前下降1.74%。调查结果显示,鲸鱼和零售减少了他们的稳定币持有量,而投资者增加了他们的持有量。

虽然这些发现不一定意味着安全飞行,但它们揭示了一些可能更有趣的东西。

加密货币投资者拥有价值约522.2亿美元的USDT干粉,准备在机会出现时进行部署。如果经济状况恶化,这一数字可能会上升。

Related Reads

Quantum Computing "Manhattan Project" Unveiled: Is the Encryption Industry at a Critical Turning Point?

"Quantum Computing 'Manhattan Project' Launched: Is the Crypto Industry at a Critical Juncture?" On June 22, former U.S. President Donald Trump signed two executive orders. The first mandates all federal agencies upgrade their cryptographic systems to new, quantum-resistant standards by 2030. The second orders the Department of Energy to lead the development of a national quantum computer, signaling a shift from laboratory research to a state-enforced national agenda. This creates a hard deadline. A powerful quantum computer could break current encryption. The threat is compounded by "harvest now, decrypt later" attacks, where encrypted data is stored today for future decryption. Federal agencies must appoint migration officers and complete post-quantum cryptography (PQC) upgrades for key establishment by 2030 and digital signatures by 2031. Procurement rules will also be changed, forcing government contractors to comply. The crypto industry faces a direct threat. Bitcoin's ECDSA signatures are theoretically vulnerable. Research indicates millions of Bitcoin with exposed public keys are at risk if quantum computers advance. While projects like Bitcoin Quantum testnets and efforts by Ethereum, Solana, NEAR, and Zcash are exploring quantum-resistant solutions, achieving consensus in decentralized networks remains a major challenge. The centralized U.S. government has started a 5-year countdown. For decentralized crypto networks, the real test is whether they can complete this anti-quantum upgrade before the theoretical threat becomes a practical reality.

Foresight News2m ago

Quantum Computing "Manhattan Project" Unveiled: Is the Encryption Industry at a Critical Turning Point?

Foresight News2m ago

Coin Stock Barometer丨BitMine's Total Assets and Investment Reach $10.7 Billion, Exceeding ~$9.3 Billion Floating Loss; Strategy Buys Only 520 BTC, Strive Adds Positions Against the Trend (June 23)

This article provides a weekly market update on "coin-equity" trends, focusing on listed companies holding major cryptocurrencies. Key highlights include: **General Market Trends:** Global equities, particularly in the US, Japan, and South Korea, faced significant sell-offs, led by large tech and AI-related stocks. Analysts cite profit-taking and a shift from hype-driven to performance-driven valuation for AI companies. Market focus is on upcoming Micron Technology's earnings. **Cryptocurrency Treasury Updates:** * **Bitcoin (BTC):** Net weekly BTC purchases by listed companies (excluding miners) totaled approximately $86 million, down 13.97% from the prior week. Strategy (formerly MicroStrategy) purchased only 520 BTC for ~$34.9 million, while Strive Asset Management increased its holdings by 759 BTC for ~$50 million. Other notable actions include Mara Holdings adding 1,000 BTC and Capital B shareholders approving a massive financing plan (up to ~$1.2 trillion) to potentially expand its Bitcoin reserves. * **Ethereum (ETH):** BitMine emerged as the largest corporate ETH treasury, holding 5.67 million ETH (4.7% of supply). It purchased an additional 52,203 ETH ($92 million) in the past week. Sharplink completed a $75 million private placement to fund further ETH accumulation and stock buybacks. * **Solana (SOL):** The top five listed companies hold over 15.7 million SOL combined. However, Solmate Infrastructure, a SOL treasury firm, faces a lawsuit from its largest external shareholder alleging board misconduct and self-dealing. * **Other:** Updates include Canton Strategic's $50 million stock buyback plan and Lite Strategy's $1 million strategic investment in LitVM, a Layer-2 network for Litecoin. The article notes that while crypto treasury firms continue fundraising and accumulation, their stocks may struggle to rise against the broader market downturn until Q4.

marsbit16m ago

Coin Stock Barometer丨BitMine's Total Assets and Investment Reach $10.7 Billion, Exceeding ~$9.3 Billion Floating Loss; Strategy Buys Only 520 BTC, Strive Adds Positions Against the Trend (June 23)

marsbit16m ago

OpenAI Partners with PE Firms, Investing $4 Billion. Let's Talk About Silicon Valley's Hottest New Role: FDE.

The hottest new role in Silicon Valley is the Forward Deployment Engineer (FDE), a hybrid of engineer and business consultant whose core mission is to transform AI demos into native, practical workflows within client organizations. The recent surge in demand is driven by a strategic shift from leading AI companies. OpenAI, partnering with 19 private equity firms in a $4 billion investment, formed a Deployment Company and acquired Tomoro along with its 150 FDEs. Anthropic also announced a $1.5 billion joint venture with financial institutions like Blackstone. The article, based on interviews with industry experts Jove (FDE lead at Cresta) and Oliver (VP at Invisible Technologies, ex-McKinsey), explores the FDE role and the rise of deployment-focused companies. Key insights include: **The FDE Role:** Jove describes an FDE as a "Forward Deployed CTO"—a technically strong engineer who works intimately with clients to implement AI solutions, learn from the process, and feed those insights back to improve the core product. They require expertise in AI agents, client-facing experience, resilience, and the ability to handle complex, imperfect systems. While AI tools enhance their efficiency, the role's complexity makes full automation a distant prospect. **Industry Shift:** Model companies are moving beyond selling tools to ensuring real-world adoption. This blurs the line between model and application companies. Collaborations with private equity (PE) firms are key, providing access to large portfolios of traditional businesses needing AI transformation. For PE firms, these partnerships offer signal value to LPs, create tangible value in portfolio companies, and provide exposure to high-growth AI assets. **Consulting & Transformation:** AI deployment involves deep, customized workflow redesign, moving beyond simple tool augmentation. Companies like Invisible Technologies build modular platforms to create bespoke, AI-native workflows for clients. While traditional consulting will see growth in helping businesses rethink their models for AI, the real value is captured by firms that leave behind transformed, operational systems. Critical success factors include building robust data foundations and strategically deciding which workflow steps should be deterministic versus AI-driven. The ultimate goal shifts from pure cost-cutting to unlocking new revenue opportunities previously impossible without AI-scale capabilities.

marsbit29m ago

OpenAI Partners with PE Firms, Investing $4 Billion. Let's Talk About Silicon Valley's Hottest New Role: FDE.

marsbit29m ago

Trading

Spot
Futures
活动图片