火星早报 | 昨夜今晨要闻:美SEC主席祝贺比特币白皮书发布16周年

marsbitPublished on 2024-10-22Last updated on 2024-10-23

美SEC主席祝贺比特币白皮书发布16周年

在10月22日彭博商业周刊播出的采访中,美国证券交易委员会主席Gary Gensler以“sweet sixteen”祝贺比特币白皮书发布16周年(BTC白皮书于2008年10月31日发布),但Gensler还表示,SEC将继续其考虑数字资产对投资者的风险和“执法监管”的做法。 

Gensler表示:“九十年来,我们受益于国会制定的强有力法律和各机构制定的规则,这些法律和规则有助于促进市场发展,保护投资者、促进资本形成和中间市场的发展,我们将继续这样做。

Polymarket将对美国用户进行限制,对大额押注玩家进行合规检查

10 月 23 日,据市场消息,Polymarket 将对美国用户进行限制,对大额押注玩家进行合规检查。

纽约时报:比尔·盖茨已向哈里斯捐赠5000万美元

据纽约时报,微软联合创始人比尔·盖茨私下表示,他已向美国副总统哈里斯捐赠5000万美元。

Ripple 错过提交美 SEC 诉讼相关文件的最后期限,被批准延期 14 天

据 Crypto Briefing 报道,美国第二巡回上诉法院在今日早些时候向 Ripple 的法律团队发出了违约通知,理由是 Ripple 错过了提交与 SEC 诉讼相关的确认书和出庭通知表的最后期限,该表格提交的截止日期为 2024 年 10 月 18 日。 法院已批准 Ripple 延期 14 天,让该团队在 2024 年 11 月 1 日之前提交所需的文件。 如果 Ripple 的律师未能在这一新期限前完成提交,可能会在没有特别法院许可的情况下被禁止在即将到来的上诉听证会上陈述他们的论点。

Magic Eden添加对BeraChain和ApeChain的支持

NFT平台Magic Eden分别添加了BeraChain和ApeChain作为其第八和第九个支持的区块链。此举使Magic Eden更接近其在年底前支持10个区块链的目标,Magic Eden的发言人表示,该公司将目光投向了与EVM兼容的Layer1网络Monad。

Sonic Labs:已开放sonic域名注册

10 月 22 日,Sonic Labs(前身为 Fantom)宣布,已开放 .sonic 域名注册,UnstoppableWeb 为.sonic 域名的独家链上提供商,为用户数字身份提供支持。

Eigen Labs:已重新获得EigenLayer的X账号访问权

10 月 23 日,Eigen Labs 在社交平台发文表示,其团队已经重新获得 EigenLayer 的 X 账号访问权,EigenLayer 官方通信将重新通过该帐户进行。此前消息,EigenLayer 官推被盗,持续发布可疑链接。

Radiant Capital:请尽快撤销对受影响合约授权,将继续追踪和冻结被盗资金

借贷协议 Radiant Capital 就安全事件提醒称,「所有用户都需要立即采取行动来保护自己的钱包。如果用户曾经与 Radiant 有过交互(或者认为可能有过),必须立即撤销对受影响合约的授权,否则将面临资金被盗的风险。请通过 Revoke.cash 来保护资产,移除任何权限以防止进一步的损失。 Radiant 将继续全力追踪和冻结被盗资金,并与安全专家和执法部门密切合作。」

此前报道,10 月 17 日,Radiant Capital 遭黑客攻击,损失 5300 万美元。。

a16z创始人评论GOAT诞生:人工智能与加密货币的首次真正融合

10 月 23 日,a16z 创始人 Marc Andreessen 在播客中谈及 Truth Terminal 的起源以及 Meme 币 GOAT 的创建过程。他描述了该人工智能机器人如何开始推广 GOAT meme,然后为其创建了一个 Meme 代币,该代币的估值迅速增长至 5 亿美元。Andreessen 将此描述为人工智能与加密货币的首次真正融合。

此前消息,Marc Andreessen 于 X 平台发文表示:「今年夏天我曾向 terminal of truths 及其创建者提供了一笔 5 万美元的无附加条件个人研究补助金。这笔补助金旨在支持独立的人工智能研究,结果非常出色,但我与 Meme 代币 GOAT 没有任何关系,没有经济利益,也不持有其任何代币。」

比特币挖矿难度和全网算力均创历史新高

根据区块链浏览器Mempool的数据,比特币挖矿难度增长3.94%,达到创历史纪录的95.67 T,难度调整发生在区块高度866880(北京时间8月23日凌晨两点左右)。 

根据The Block的数据仪表板,比特币全网算力的七天移动平均值也创下了723.6 EH/s历史新高,为首次突破700 EH/s。

两年期美债收益率攀升,交易员押注美国经济软着陆

10 月 23 日,据统计,自美联储 9 月 18 日开始 2020 年以来的首次降息以来,两年期美债收益率已攀升 34 个基点。

历史上,1995 年美联储在格林斯潘的领导下成功地使经济降温,但并未造成经济衰退,当时的收益率也出现了类似的上涨。而在 1989 年之前的降息周期中,两年期美债收益率在美联储开始降息一个月后平均下降 15 个基点。

德意志银行的利率策略师 Steven Zeng 表示,收益率上升「反映出经济衰退风险的可能性降低」。「数据相当强劲。美联储可能会放缓降息步伐。」此外,收益率的最新回升表明,美国经济的韧性和金融市场的繁荣限制了美联储主席鲍威尔积极降息的选择。利率掉期交易显示,交易商预计美联储将在 2025 年 9 月前降息 128 个基点,而一个月前的定价为 195 个基点。

比特币ETF期权获批后分析师预计市场波动性将增加

美国证券交易委员会(SEC)批准多只比特币现货ETF的期权交易,分析师预计这将增加比特币的市场波动性。Kbit CEO Ed Tolson认为,零售投资者将利用比特币ETF期权进行投机,可能放大价格波动。而Galaxy Digital的Michael Harvey则指出,尽管短期内波动性或将上升,但随着机构采用收益策略,长期波动性可能会减弱。SEC还对期权头寸设定了25,000份合约的上限,以降低市场操纵风险。

Aurum Equity Partners推出10亿美元代币化基金

Aurum Equity Partners宣布推出价值10亿美元的代币化基金,专注于在美国、阿联酋、沙特阿拉伯、印度和欧洲建立数据中心。该基金利用Zoniqx的资产代币化技术和XRP Ledger区块链,旨在通过代币化吸引更多投资者,包括无法参与大型基础设施投资的小型投资者。

2025年十四大加密预测:第五波应用浪潮即将来临

2025年,加密货币正成为金融、治理和技术的未来蓝图,用户和链上经济体显著增长。区块链交易速度提升,稳定币和DeFi重塑资本流动。未来趋势包括简化用户访问、推动稳定币采用、加强监管、提升以太坊可扩展性、以及区块链与人工智能的融合。去中心化交易所和应用的兴起,以及全球监管的明确性,将推动加密货币的进一步普及和创新。

现货ETF与CME期货多空博弈:数据表明机构正在看涨比特币

近期观察显示,机构投资者正从传统的套利交易转向看涨的方向性交易。尽管比特币未能突破70,000美元,但美国上市的现货ETF需求强劲,表明机构倾向于看涨押注。数据显示,自10月14日以来,现货比特币ETF净流入接近25亿美元,而CME比特币期货未平仓合约也创下新高。期货溢价的上升进一步支持了这一趋势,表明市场对比特币的多头持仓增加。

VC币与Meme币的博弈:八大价值币的崛起是否预示市场新转机?

过去一个月,加密市场中比特币突破69000美元,推动价值币(VC币)强势反弹。多个项目如Worldcoin、Uniswap、ApeCoin等通过技术创新和生态扩展,显著提升市场表现。尽管VC币曾因交付慢、商业模式不明等问题遭受质疑,但其长期潜力逐渐显现,正逐步主导市场。相比Meme币的短期炒作,价值币凭借技术和实用性,展现出更稳定的增长前景。

猿神启动?ApeChain 生态哪些应用值得关注?

ApeChain 主网于 10 月 20 日上线,推动 APE 代币价格大幅上涨,并带动 BAYC、MAYC NFT 系列地板价上升。ApeChain 作为 Yuga Labs 生态系统的核心,支持交易费用、DAO 投票权及支付方式。尽管部分 Meme 币热度下降,但 ApeChain 生态中仍有一些创新项目值得关注,如 Ape Express、Camelot 和 Top Trader 等。

Trending Cryptos

Related Reads

Collateral Dollars: How Does a 'Second-Layer Dollar' Above Stablecoins Form?

Collateral Dollars: How Does a "Second Layer of Dollars" Form on Top of Stablecoins? Most assume stablecoins replicate Eurodollar functions, expanding the offshore dollar system. However, stablecoins primarily replace specific functions like operational dollar balances for settlement. They do not inherently create new dollar credit; they substitute existing claims. The key question is: what happens when financial intermediaries use stablecoins as collateral to create a new layer of dollar-denominated claims? This "collateral dollar" channel operates through secured lending, not direct money creation. A money-like event only occurs when a liability issued against the controlled stablecoin is funded, rolled over, or accepted at near-par value by another balance sheet. The discount (haircut) prices the gap between "effective control over the token" and "reliable convertibility to bank dollars." Elasticity stems not from the stablecoin itself but from the liability issued against it and the willingness of third-party balance sheets to treat that liability as a near-par asset. Compared to the traditional Eurodollar system—where elasticity originates from bank deposit creation—the stablecoin collateral chain is structurally different. Eurodollar deposits are credit-expansive from inception. Stablecoins are initially substitutive; elasticity emerges later if an intermediary's liability against them gains monetary acceptance. Stablecoins disrupt specific tiers of the offshore dollar system, mainly replacing operational settlement balances. They do not replace the need for full dollar balance-sheet capacity (credit lines, hedging, maturity transformation). For systemic impact, the second-layer liability must pass three tests: transferability, funding capacity, and monetary acceptance (being fundable or held at par by others). Pressure transmission also differs. In the Eurodollar system, stress moves up a hierarchy of claims. In a stablecoin collateral chain, the second-layer liability can lose its money-like status well before the underlying stablecoin faces a run, often triggered by haircut increases and margin calls that create a dynamic spiral of falling token prices and rising discounts. In conclusion, the "collateral dollar" is not the stablecoin itself. It is the second-layer liability issued against a controlled token balance that is willing to be funded and maintained at near-par value. Its existence depends on that liability surviving the leap from "token liquidity" to "bank dollar liquidity."

marsbit3m ago

Collateral Dollars: How Does a 'Second-Layer Dollar' Above Stablecoins Form?

marsbit3m ago

Collateral Dollars: How the 'Second-Layer Dollar' Above Stablecoins Takes Shape?

"Collateralized Dollars: How a 'Second Layer of Dollars' Forms on Top of Stablecoins" Most assume stablecoins replicate Eurodollars and expand the offshore dollar system, but this is not accurate. Stablecoins primarily replace certain functions within the existing system, especially operational dollar balances for daily settlement. The critical question is what happens when financial intermediaries create a new layer of dollar claims *on top of* stablecoins. This article explains how this new collateralized funding channel works. Stablecoins introduce tokenized private dollar claims. Even if issuers and reserves are within the US legal perimeter, their circulation and use as collateral can become economically "offshore." Enforceable control over collateral opens a secured credit channel but does not itself create a monetary claim. A true monetary event occurs only when another balance sheet funds, rolls over, or accepts a liability issued against the controlled token at near-par value. The discount prices the gap between "effective control over the token" and "reliable convertibility into bank dollars." Elasticity comes from the balance sheet issuing the liability against the token and from third-party willingness to treat that liability as a near-par asset. Collateralized Dollars are not the stablecoins themselves; they are the second-layer liability that another balance sheet is willing to issue, fund, and maintain at near-par against a controlled token balance. The Eurodollar system is a hierarchy of claims, with elasticity originating in expandable bank liabilities. In contrast, the stablecoin collateral chain starts with a tokenized asset. It gains systemic significance only when an intermediary's liability against that token is treated as money-like by other balance sheets. Key determining factors include: who has effective control, the legal/operational path to bank dollars, and whether the resulting claim can still be financed near-par under stress. Pressure in this new channel manifests differently. The upper-layer (intermediary) claim fails first, losing its money-like status, potentially while the underlying stablecoin remains solvent. Increased haircuts and forced sales can create a destructive feedback loop, widening the very gap the discount measures. In conclusion, the Eurodollar analogy has limits. Reserve quality supports the underlying token's solvency, but the leverage, credit, and liabilities built atop it face a separate test. Collateral eligibility is not monetary acceptance. Only when a claim built on stablecoins survives the leap from "token liquidity" to "bank dollar liquidity" do Collateralized Dollars truly exist.

链捕手9m ago

Collateral Dollars: How the 'Second-Layer Dollar' Above Stablecoins Takes Shape?

链捕手9m ago

Don't Be Misled by the $1.25 Billion Cap: MicroStrategy's Three-Pronged Bitcoin Sale Pools Hide Massive Selling Pressure

Don't Be Misled by the $1.25B Cap: Strategy's Three-Tier Bitcoin Sales Plan Hides Massive Potential Selling Pressure Strategy recently sold 3,588 BTC (~$216M) to fund a dividend and replenish its dollar reserve, while claiming its $1.25B "reserve build" capacity remains fully available. This highlights a key nuance: the widely cited $1.25B limit applies only to sales for "Building" the reserve. Strategy's broader capital framework, however, allows Bitcoin sales for three primary purposes, each with different scales: 1. **Building the Reserve:** Selling BTC to raise up to $1.25B for the reserve. 2. **Covering Priority Share Expenses:** Selling BTC to pay dividends/interest or to replenish the reserve after such payments are made from it (no specified limit). 3. **Share Repurchase Funding:** Selling BTC to fund up to $1B each in convertible note and common stock repurchases (totaling $2B potential). Combined, just the capped "Build" and "Repurchase" channels could facilitate over $3B in Bitcoin sales, excluding the uncapped "Cover Expenses" channel. The accounting distinction between "Building" (adding cash before a payout) and "Replenishing" (adding cash after a payout) is operationally blurry but allows sales like the recent $216M transaction without touching the $1.25B "Build" quota. This gives Strategy significant flexibility. The move signifies a strategic shift: Strategy is transforming from a simple Bitcoin accumulator into an active capital manager, akin to a hedge fund. Bitcoin is now a financial lever to balance pressures between common stock, convertible notes, dollar reserves, and Bitcoin holdings. This creates inherent tensions—actions benefiting one part of the capital structure may harm another. Investors must understand that the potential Bitcoin sales are far greater than the surface-level $1.25B figure. Strategy has become a complex financial entity where every term in its disclosures matters. Betting on it now is a wager on its active capital management skill to navigate these internal contradictions without a systemic failure.

Foresight News16m ago

Don't Be Misled by the $1.25 Billion Cap: MicroStrategy's Three-Pronged Bitcoin Sale Pools Hide Massive Selling Pressure

Foresight News16m ago

When the Largest BTC Buyer Becomes a Seller, Who's Buying After MicroStrategy Sells 3,588 Bitcoin?

MicroStrategy, once the largest corporate buyer of Bitcoin, sold 3,588 BTC for approximately $216 million to fund its preferred stock dividends, marking a significant shift from buyer to seller. This move occurred after its market-to-NAV premium vanished, breaking its "print stock to buy Bitcoin" financial model. A roundtable discussion featuring Austin Campbell, Ram Ahluwalia, and Chris Perkins analyzed the implications. They noted that MicroStrategy's dominance has become a narrative bottleneck for the broader crypto market, with some speculating that Bitcoin's price might only surge significantly after the company's influence wanes. The conversation expanded to examine the capital structure conflict between traditional equity and crypto tokens, arguing that most current tokens will fail as they don't fit neatly into existing debt/equity frameworks. A "stablecoin war" was identified as a major trend, with entities like Tether, Robinhood, and the OUSD alliance competing. Tether's decision to abandon the European MiCA market highlights strategic divergences. The panelists argued that bank-issued stablecoins could revolutionize global finance by allowing US banks to capture net interest margins from international transactions, potentially making JPMorgan the first trillion-dollar bank. They concluded that while capital is currently being siphoned by AI/semiconductors, markets will eventually refocus on fundamentals and cash flow, which could benefit cryptocurrencies with real utility.

marsbit23m ago

When the Largest BTC Buyer Becomes a Seller, Who's Buying After MicroStrategy Sells 3,588 Bitcoin?

marsbit23m ago

Bitcoin’s path to $80K may hinge on THIS hidden trend

Bitcoin's potential path toward $80,000 is influenced by conflicting market signals. Data shows the Coinbase Bitcoin Premium Index has recorded its longest-ever streak of consecutive negative premiums, indicating muted institutional demand or net selling from U.S. institutions. While such a trend often signals short-term weakness, it doesn't necessarily forecast a long-term bear market. Additionally, a bearish crossover occurred in Bitcoin's Net Unrealized Profit/Loss (NUPL), with its short-term average falling below the longer-term average, suggesting declining investor profitability and waning market momentum. Historically, major bear market bottoms saw the 100-day NUPL drop below zero, but this cycle it remains positive, implying either an unprecedented bottom or a further decline is needed. Currently trading around $63,148, Bitcoin has seen weekly gains but remains below its May peak. Technical indicators present a mixed picture: the MACD shows bullish momentum, while the RSI signals bearish pressure. A positive development is the return of inflows to Bitcoin ETFs after eight weeks of outflows. Analysts hold divergent views; some highlight a key liquidity zone between $48,000-$50,000 where a market bottom could form, while others maintain a more optimistic long-term outlook. Ultimately, while some bullish signs exist, a strong push from institutional investors appears crucial for Bitcoin to challenge the $80,000 level.

ambcrypto1h ago

Bitcoin’s path to $80K may hinge on THIS hidden trend

ambcrypto1h ago

Trading

Spot

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.

666 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