本周加密资讯回顾 | MeMe币板块市值近573亿美元,PEPE近7日涨幅41.8%

marsbitPublished on 2024-09-28Last updated on 2024-09-29

MeMe币板块市值近573亿美元,PEPE近7日涨幅41.8%

CoinGecko 数据显示,Meme 币板块市值接近 573 亿美元,24H 涨幅 2.4%,市值前三项目近 7 日涨幅分别为:DOGE 上涨 19.3%、SHIB 上涨 36.9%、PEPE 上涨 41.8%; 其他主流 Meme 币近 7 日涨幅如下:WIF 上涨 37.7%,BONK 上涨 33.5%,FLOKI 上涨 26.6%,BRETT 上涨 22.7%,MOG 上涨 36.2%,MEW 上涨 27.9%,NEIRO 上涨 39.5%,BABYDOGE 上涨 34.7%。

贝莱德增持1684枚BTC,现今持有365310枚BTC

据 Lookonchain 监测,贝莱德增持 1684 枚 BTC,价值约 1.107 亿美元,贝莱德 IBIT 过去四天增持 7578 枚 BTC,价值约合 4.976 亿美元,现在总共持有 365,310 枚 BTC(240.4 亿美元)。

Michael Saylor:到2035年1月2日,99%的BTC将被开采

MicroStrategy 创始人 Michael Saylor 在 X 平台发文称,到 2035 年 1 月 2 日,99%的 BTC 将被开采出。

Celestia Foundation完成1亿美元融资

Celestia 区块链网络背后团队 Celestia Foundation 宣布完成1 亿美元融资,由 Bain Capital Crypto 领投,Syncracy Capital、1kx、Robot Ventures、Placeholder 等跟投,这使得该项目的总融资额达到 1.55 亿美元。

Farcaster客户端Warpcast推出「Mini-app」新功能

去中心化社交协议 Farcaster 客户端 Warpcast 推出了一种原生方式,用于为去中心化社交媒体协议开发应用程序。该工具系统名为 Mini-app,并于周二上线,与现有的 Farcaster Frames 功能类似,它允许用户将去中心化应用程序(dapp)直接嵌入到他们的社交媒体动态中。

Warpcast 开发者 horsefacts 在社交媒体帖子中解释说:「Mini-app 视图是一个完整的 HTML/CSS/JS 网页,因此它在某些方面既简单又复杂。简单是因为用户可以使用完整的交互式画布和任何想要的 Web 框架,复杂是因为相比于一个简单的图像,它需要设置更多的内容。」

Polymarket对2024年美国总统大选的投注突破10亿美元

预测平台Polymarket对2024年美国总统大选的投注金额已突破10亿美元。其中,副总统卡马拉·哈里斯的胜选几率被预测为51%,总投注金额接近1.54亿美元;紧随其后的是共和党候选人唐纳德·特朗普,其胜率为48%,投注金额约1.63亿美元。除此之外,用户还押注了其他共和党或民主党候选人获胜,但这些几率相对较低。

哈里斯称美国应成为区块链领域的主导者,并重申支持数字资产

美国副总统哈里斯周三在匹兹堡经济俱乐部发表演讲时表示,在她的领导下,美国将“重新承诺”在定义下个世纪的领域保持全球领导地位,“在人工智能和量子计算、区块链和其他新兴技术方面保持主导地位”。 

直到上周末,哈里斯在竞选活动中一直对加密货币保持沉默。最近在曼哈顿举行的华尔街筹款活动中,哈里斯表示,人工智能和加密货币是她对“机会经济”愿景的一部分。 

VanEck分析师表示,11 月大选的结果对加密货币来说可能是喜忧参半。“我们认为,虽然哈里斯和特朗普看好比特币,双方都对更广泛的数字资产市场产生了更微妙的影响,”分析师们本周早些时候写道,“两届政府都可能维持财政支出,如果不是进一步加速的话,这可能导致进一步的量化宽松——特别是如果反商业政策加剧的话。”他们指出,哈里斯担任总统可能对比特币更有利,因为这将“加速推动比特币采用的许多结构性问题。”

LayerZero公布二次空投后,跨链活动激增433%

跨链消息传递协议在公布第二次空投活动后,正经历跨链消息的复苏,周六的日均消息量上升至 98,000 条。 

最近的激增相比之前低点的 18,400 条消息增长了 433%,表明协议重新引起了人们的兴趣。该协议近期的活动低迷,日均消息量数周以来一直徘徊在 20,000 条左右。 

第二轮空投的宣布似乎是这一活动突然上涨的催化剂。而在第一轮空投中领取了 ZRO 代币但随后未显示任何活动的钱包将被排除在本轮空投之外,从而激励真实用户持续参与该协议的交互。

Coinbase国际站现已上线HMSTR永续合约

9 月 27 日,Coinbase 国际站发文宣布,HMSTR-PERP 市场现已在 Coinbase 国际站和 Coinbase Advanced 上全面交易。限价、市价、止损和止损限价订单现已可用。

Robinhood和Revolut正探索推出稳定币

据知情人士透露,网红券商Robinhood和Revolut探索分别发行自家的稳定币。Robinhood称,“眼下”还没有发行计划。Revolut称,计划“进一步扩充”加密数字货币产品套件。

CZ出狱前夕:BNB Chain强劲发展,哪些山寨币将迎来暴涨?

CZ出狱的前10天,恰逢美联储宣布降息50个基点,这一历史性举措标志着降息循环的开启,预计将为加密市场注入新的流动性。结合以往经验,十月在币圈被誉为“Uptober”,过去11年中仅有两次下跌,其余时间均实现上涨,成功率高达82%。这究竟是巧合,还是天意?又能否带动新资金的流入和市场情绪的升温?

A股史诗级大暴涨,收复3000点,对加密市场有何影响?

A股和港股的暴涨不仅释放了传统金融市场的潜力,还可能为加密市场的资金流动提供新的动能。特别是在全球经济形势依旧复杂多变的背景下,加密市场作为高风险高回报的投资工具,或将在未来的市场表现中展现出更多机会。

SEC 主席Gary Gensler 重申比特币非证券,拒绝评价特朗普比特币储备计划

SEC主席Gensler认为加密货币需要监管明确性,大多数代币应由SEC监管。尽管遭受反击和诉讼,他仍坚持这一立场。加密领域面临建立信任的挑战,许多领军人物已被监禁。Gensler强调保护投资者和消费者的重要性,认为没有信任和保护,创新领域无法生存。

美联储和中国央行双重利好!Wintermute 和 Hayes 预见加密货币大涨?

央行政策转变,专家分享加密货币价格看法。中国央行刺激措施激发投资者乐观情绪,美联储也释放降息信号。专家认为这将为加密货币市场注入流动性,提高风险承受能力。但也有分析师认为美国和加密货币市场走势低迷,中国降息是否能起到刺激作用尚不清楚。Maelstrom创始人认为央行政策转变是加密货币价格立场转变的原因,他最近也变得更加乐观。比特币和以太坊价格在过去24小时内有所下跌。

RWA代币化革命:无银行账户也能轻松参与全球投资机会

RWA代币化可以将实物资产转化为数字代币,通过智能合约实现安全透明的交易。它可以降低进入门槛,让更多人参与房地产、大宗商品和知识产权等投资机会。预计到2030年,代币化的现实世界资产市场规模可能达到16.1万亿美元,对于促进全球经济包容性和公平性具有深远影响。监管合作、技术创新和广泛教育对于实现这些好处至关重要。Brickken等公司正在塑造一个民主化的金融机会未来,为每个人都能参与并从现实世界资产中受益铺平道路。

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The article profiles two prominent figures, Serenity and Leopold Aschenbrenner, who are gaining attention for their unconventional investment strategies focused on the physical constraints of the AI boom, moving beyond mainstream software narratives. Serenity, an anonymous online trader, advocates a "shiso leaf" theory. He targets small-cap companies with monopolies on critical, overlooked components in the AI hardware supply chain, such as specific semiconductor materials. His deep, technical analysis of bottlenecks in areas like co-packaged optics (CPO) has reportedly yielded massive returns, though his anonymity and focus on illiquid micro-cap stocks pose significant risks for followers. Leopold Aschenbrenner, a former OpenAI researcher, founded a multi-billion dollar hedge fund. His macro thesis argues that physical infrastructure—power grids, land, data centers—is the true bottleneck for AI growth, lagging far behind chip production. Consequently, his fund employs an infrastructure arbitrage strategy: heavily investing in storage and compute infrastructure companies while placing massive bearish bets (put options) against major semiconductor stocks, betting their valuations will correct as physical constraints become apparent. While their methods differ—Serenity drills into microscopic supply chain details, while Leopold takes a macroscopic, infrastructure-focused view—both share a core belief: the real power and investment alpha in the AI era lie in controlling scarce physical resources, not just software. The article concludes by noting the inherent risks in both approaches, such as liquidity issues for micro-caps and timing risks for macro bets, but suggests they signal a broader market re-evaluation of AI's foundational assets.

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