随着主网升级和稳定币推出,Stacks (STX) 涨幅达 30%

marsbitPublished on 2024-09-26Last updated on 2024-09-27

计划推出与比特币挂钩的稳定币、即将进行的网络升级以及 BTC 的近期复苏可能与 STX 30% 的上涨有关。

STX 是以比特币为中心的 Stacks 第 2 层智能合约平台的原生代币,它乘着比特币的复苏之势,在过去 7 天内上涨了约 30%。

上涨

STX/USD 日线图。资料来源:TradingView

STX 代币价格 2.01 美元,交易量在同期翻了一番,至 9 月 26 日达到 1.482 亿美元。让我们来看看 STX 上涨势头背后的因素。

随着中本聪升级的临近,STX 价格上涨

STX 价格上涨之际,社区正在为即将到来的 Nakamoto 更新做准备,距离更新还有不到 15 天的时间。

Stacks 基金会正式宣布,备受期待的 Nakamoto 升级将于 10 月 9 日启动。核心开发人员已选择比特币区块编号 864864 作为硬分叉区块。

此次升级预计将通过加快交易速度、引入新的与比特币挂钩的代币 sBTC 等改进来改善比特币上的去中心化金融 (DeFi)。希望参与智能合约的比特币持有者和希望在比特币上构建应用程序的开发者将使用 SBTC。

为了庆祝这一重要里程碑,Stacks 社区将在全球举办 20 多场开发者研讨会,包括讲座、现场演示和技术挑战,参与者可以获得 STX 代币。

为此,Solana 和 Aptos 宣布整合比特币支持的资产 sBTC,使开发者能够将 sBTC 整合到这些平台上的去中心化应用程序 (DApps) 中。

上涨

这些整合为比特币持有者提供了更多机会来利用他们的资产,而不仅仅是持有或交易,例如参与去中心化金融或参与 NFT 市场。

网络增长推动 STX 价格上涨

所有这些发展都增加了用户对 Stacks 的兴趣,区块链的智能合约部署创下了历史新高。在 9 月 7 日的 X 帖子中,Stacks 基金会宣布,8 月份部署在 Stacks 上的智能合约数量创下了 1,400 个的历史新高,环比增长了 30%。

上涨

每月在 Stacks 上部署的智能合约数量。来源:Stacks Foundation

DeFi 分析公司 DefiLlama 收集的额外数据显示,Stacks 网络上的 DEX 交易量急剧上升,从 9 月 17 日的 100 美元上涨至 9 月 25 日的 31,480 美元,涨幅超过 31,300%。

上涨

DEX 交易量。来源:DefiLlama

另一个衡量用户对区块链网络的兴趣和信任程度的指标是平台上的总锁定价值 (TVL)。根据 DefiLlama 的数据,Stacks 的 TVL 从 9 月 18 日的 9110 万美元增长了 70%,至撰写本文时的 1.125 亿美元。

上涨

Stacks 上锁定的总价值。来源:DefiLlama

Stacks 上锁定的总价值的增加表明大量资金注入该网络的 DeFi 生态系统,凸显了投资者对 DApp 的信心和积极参与。

比特币价格上涨推动 STX 上涨

美国现货比特币ETF获批,以及2024年第一季度比特币减半的预期,推动BTC价格在3月14日升至73835美元的历史新高。同样,STX在4月1日上涨至3.84美元的历史新高。

最近,美联储降息50个基点,以及比特币ETF资金流入增加,推动BTC价格强劲上涨,9月26日最高升至65800美元。STX再次追随比特币的脚步,在9月26日升至8周高点2.07美元。

上涨

STX/USD 与 BTC/USD 日线图。资料来源:TradingView

由于市场参与者预计比特币价格将在 2024 年第四季度继续上涨,并且第 2 层比特币开发受到关注,Stacks 可能会进一步确立其在第 2 层比特币领域的主导地位。

Related Reads

Wall Street Takes Over Bitcoin and Stablecoins, But Where Are the Real Profit Opportunities for Retail Investors?

Wall Street is taking over Bitcoin and stablecoins, but where can retail investors really make money now? The common narrative is that Wall Street's dominance via ETFs and regulated stablecoins has structurally ended the era of easy 100x returns from altcoins. While this is true for Bitcoin and stablecoins, which are becoming traditional financial products, it's only half the story. Other crypto sectors are failing for their own reasons. GameFi is largely dead, with 93% of projects failed. NFTs are at multi-year lows with most collections losing all value. Memecoins persist but overwhelmingly benefit insiders and whales at the expense of late retail buyers. These sectors aren't being consumed by TradFi; they've exhausted their growth narratives. The real opportunities for retail in the next 6-12 months lie elsewhere: 1. **Prediction Markets:** Platforms like Polymarket have seen explosive growth (21x in a year) with a genuine, active retail user base. The utility of forecasting events provides sustainable demand beyond mere speculation. 2. **DeFi Yield:** While the era of 1000% APY farms is over, sustainable yields of 4-8% are available through liquid staking, regulated stablecoin platforms, and RWA lending. 3. **Select Altcoins:** If Bitcoin breaks its all-time high, a selective altcoin season could emerge. The favorable bets would be on ETH, assets within the Base and Solana ecosystems with real users, and asymmetric opportunities in AI-crypto and DePIN presales. The most likely market scenario (45% probability) is sideways action, making asset selection far more critical than broad market momentum. The playbook has changed. Actionable steps: Focus time on prediction markets; use DeFi for reliable yield, not lottery tickets; only buy altcoins with genuine user bases; and avoid GameFi, random NFTs, and new memecoins. The "TradFi is eating crypto" story misses the growing sectors. The easy money era is over, leaving a niche, selective market that requires real understanding, but opportunities remain for those who adapt.

marsbit7m ago

Wall Street Takes Over Bitcoin and Stablecoins, But Where Are the Real Profit Opportunities for Retail Investors?

marsbit7m ago

A Trillion-Dollar Frenzy for Memory Sellers, Halved Profits for Memory Buyers

Summary: A stark divide has emerged in the tech industry. While memory chipmaker Micron's stock soared 19% in a single day, pushing its market cap over $1 trillion, smartphone manufacturer Xiaomi reported a 43% plunge in adjusted net profit. The core driver is a severe supply crunch in memory chips, particularly for AI applications. Wall Street analysts, led by UBS and its unprecedented 204% target price hike for Micron, argue that long-term agreements (LTAs) from AI cloud giants are fundamentally ending the sector's notorious boom-and-bust cycles, justifying a re-rating from cyclical to infrastructure-like valuations. However, the "storage" market is now fragmented into three tiers. The first, AI-grade memory like HBM and server DDR5, faces extreme shortages and soaring prices driven by massive cloud capex. The second, mobile memory for smartphones, is also seeing sharp price hikes as manufacturers like Xiaomi are forced to pay more for remaining capacity, severely squeezing their margins. The third, PC retail channels, shows price declines due to existing inventory. The article questions the sustainability of the "supercycle" narrative. It highlights that Micron's revenue surge is driven almost entirely by price increases, not shipment volumes, making it vulnerable to a potential demand slowdown. While LTAs may dampen volatility, history suggests they are often tested during downturns. The current peak earnings, used to justify high valuations, represent a classic cyclical top. The piece concludes with a note of caution: when the entire Street chants "this time is different," it's wise to remember past bubbles, even as it acknowledges AI demand may indeed be structural.

marsbit1h ago

A Trillion-Dollar Frenzy for Memory Sellers, Halved Profits for Memory Buyers

marsbit1h ago

This New Generation of US Stock Trading Gods No Longer Read Financial Reports

The new generation of "stock gods" in the 2026 US AI bull market are not analyzing traditional financial reports. Instead of focusing on giants like NVIDIA, figures like the 22-year-old Leopold Aschenbrenner (who reportedly turned $200M into $14B) and influencers like Serenity on platforms like Reddit's WallStreetBets, X, and Substack are gaining fame and returns by targeting obscure, low-cap "micro-cap" stocks. Their strategy, dubbed "supply chain sniping," involves identifying critical, often monopolistic, bottlenecks in the AI hardware supply chain—such as specific materials or components essential for giants like Google and NVIDIA—that are missed by mainstream Wall Street analysts. Serenity's call on AXTI, a $700M company supplying indium phosphide substrates crucial for photonics and optical interconnects, saw the stock soar from ~$12 to nearly $150. Similarly, accounts like KawzInvests and PhotonCap focus on thematic, supply-chain-driven research in areas like AI infrastructure, optics, and cloud services for SMEs, bypassing traditional valuation metrics. This shift represents a cultural move away from Warren Buffett-style value investing based on deep financial statement analysis. The new approach thrives on low liquidity, early narratives, and strong community propagation on social media, similar to meme stocks or crypto. However, this "attention economy" strategy carries risks: it depends on sustained information gaps, the underlying companies' ability to deliver fundamental results, and the potential for crowded, volatile exits as narratives shift. The trend also shows crypto traders applying their narrative-sensing skills to US micro-caps, marking a significant evolution in trading culture.

marsbit1h ago

This New Generation of US Stock Trading Gods No Longer Read Financial Reports

marsbit1h ago

Trillion-Dollar Euphoria for Memory Sellers, Halved Profits for Memory Buyers

Title: The Trillion-Dollar Memory Seller's Carnival vs. The Buyer's Halved Profits On May 26, a stark contrast unfolded. While memory chipmaker Micron's market cap surged past $1 trillion, smartphone maker Xiaomi reported plummeting profits. Xiaomi's Q1 2026 profits fell 43% year-on-year. Executive Lu Weibing cited memory prices quadrupling from last year, adding roughly $210 to a phone's cost. To survive, Xiaomi is cutting entry-level models, sacrificing volume. Micron's stock, however, skyrocketed over 19% in a day, capping an 8x gain in a year. Major banks like UBS and JPMorgan issued bullish reports, raising price targets drastically. Their core thesis: Long-Term Agreements (LTAs) with AI cloud giants (Microsoft, Google, etc.) are eliminating the memory industry's notorious boom-bust cycle. By locking in fixed-price, multi-year contracts for AI-grade memory (HBM, server DDR5), these deals promise stable, utility-like earnings, justifying a higher valuation (20-30x P/E vs. the historical 8-15x). The article reveals a three-tiered memory market in 2026: 1) **AI Storage (HBM/DDR5/Enterprise SSD)**: Extreme shortage, soaring prices, LTAs. This is Micron's story. 2) **Mobile/Embedded Memory**: Also facing sharp price hikes as AI production crowds out capacity, severely pressuring phone makers like Xiaomi. 3) **PC Retail**: Some spot prices are falling due to channel inventory liquidation, creating a divergence from contract markets. The author questions if LTAs truly end the cycle. It hinges on sustained, hyper-growth AI demand. Micron's current profits are at a cycle peak, driven mostly by price hikes, not volume. If AI capital expenditure growth slows, the massive industry capacity expansion (e.g., Micron's $250B+ CapEx plan) could lead to a glut. Historically, using peak-cycle earnings for valuation is a classic trap. While the AI-driven structural shift might be real, the unanimous Wall Street euphoria warrants caution, echoing past bubbles like Cisco's in 2000. The memory seller's trillion-dollar狂欢 (carnival) continues, but the cycle's shadow remains.

链捕手1h ago

Trillion-Dollar Euphoria for Memory Sellers, Halved Profits for Memory Buyers

链捕手1h 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.

363 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