币安创始人赵长鹏今日就 Ledger Discord 管理员账号遭黑客攻击事件发布重要安全警示。他指出，攻击者通过入侵 Ledger 官方 Discord 管理员账号，伪造安全漏洞公告，诱导用户前往钓鱼网站提交 24 字助记词。赵长鹏特别强调："无论对方是谁，永远不要交出你的私钥恢复助记词"，并指出"加密公司的社交网络账号往往是最薄弱的安全环节"。

此次攻击中，黑客精心设计了包含虚假补偿方案的钓鱼信息，谎称 Ledger 安全系统存在漏洞可能导致用户助记词泄露。值得注意的是，黑客使用的钓鱼域名具有高度迷惑性。赵长鹏的警示突显了当前加密行业面临的新型社交工程攻击风险，特别是针对官方沟通渠道的劫持威胁正在升级。

“过去 24 小时有哪些值得阅读的精彩文章”

流动性质押新范式，一文读懂去中心化保证金交易协议 Glow Finance | CryptoSeed

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a16z：近期传统金融拥抱稳定币关键事件梳理

这些事件背后有一个共同的核心：满足用户需求。

为什么大多数人炒币亏钱？高盛前高管 Raoul Pal 的反直觉致富之道

比特币 DCA 策略为财富基石，Sui 生态占其 70% 仓位，强调理性配置对抗市场波动。

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不要为了融资而妥协选择投资人。

10 万美金只是起点？矿工持仓创周期新低 + 中美关税豁免，比特币开启狂暴模式

全球市场正处于比特币减半周期与贸易关系再平衡的双重节点，流动性重构或推动资产重新定价。

山寨季 or 山寨 G？“局部牛市”的两难之境

市场分歧较大，仍处于超跌修复阶段。

Meme 热门榜

根据 Meme 代币追踪和分析平台 GMGN 行情数据显示，截止 5 月 12 日 19:50 ：

过去 24h 以太坊热门代币前五依次为：RATO、BERRY、DRMUTANT、PENCIL、OOGRE

过去 24h Solana 热门代币前五依次为：PIPE、POPCAT、Fartcoin、NFTLX、CNC

过去 24h Base 热门代币前五依次为：VIRTUAL、BOBR、SATO、Bsop、BABY SATO

Bitcoin Decouples From Global M2 Liquidity As Money Supply Hits Record High

Bitcoin is diverging from a record-high global M2 money supply (over $135 trillion), challenging the historical assumption that rising liquidity directly lifts BTC prices. While a bullish view suggests Bitcoin is merely lagging and will eventually catch up as capital rotates into riskier assets, a more cautious "regime-change" argument posits that factors like spot ETFs, institutional flows, and a stronger dollar may have weakened the direct correlation. For traders, this divergence presents a clear macro question to monitor: whether Bitcoin's price will confirm a delayed rally or signal a lasting change in its relationship with global liquidity. The outcome will shape how future liquidity data is interpreted.

bitcoinist7m ago

Bitcoin Decouples From Global M2 Liquidity As Money Supply Hits Record High

bitcoinist7m ago

Fed's Internal Doves Flock to Hawkish Stance, Warsh's Debut "Between a Rock and a Hard Place"

U.S. Federal Reserve officials who previously advocated for rate cuts, including Governor Christopher Waller, have recently shifted their stance, with many now not ruling out the possibility of future rate hikes. This sets a challenging stage for new Fed Chair Kevin Warsh's first policy meeting. Appointed by President Trump based on his dovish views, Warsh now faces a committee where the debate has pivoted from "when to cut" to "whether to hike," driven by persistent inflation above 3%, a strong labor market, and supply-side pressures from AI infrastructure demands and geopolitical tensions. Key figures illustrate the shift. Governor Waller, once concerned about employment, now says data has pushed him toward considering rate increases. Even moderate voices like Governor Lisa Cook, while expecting inflation to ease, have indicated readiness to hike if it fails to do so. Long-time hawks such as regional Fed presidents Beth Hammack, Lorie Logan, and Neel Kashkari have grown more vocal, arguing that the real policy rate is effectively falling and that action may soon be needed. The upcoming Fed meeting is expected to keep rates steady but will likely remove the "easing bias" from its statement, signaling a neutral stance between cuts and hikes. The quarterly "dot plot" is anticipated to show most officials projecting no cuts this year, with some potentially indicating hikes. Chair Warsh, a critic of the Fed's reliance on forward guidance like the dot plot, must navigate communicating this pivot using tools he has questioned, all while steering policy in a direction counter to the preferences of the president who appointed him. The consensus suggests the Fed's next move could well be a rate increase.

marsbit18m ago

Fed's Internal Doves Flock to Hawkish Stance, Warsh's Debut "Between a Rock and a Hard Place"

marsbit18m ago

The Trillion-Yuan Market Cap 'Yi Zhong Tian': Who is the True Value King?

The article analyzes the three leading Chinese optical module companies, collectively nicknamed "Yi Zhong Tian": Xinyisheng, Zhongji Innolight, and TFC Optical Communication. It evaluates their "cost-performance" not by current stock price, but through three lenses: PEG ratio (growth vs. valuation), earnings quality, and premium/discount for certainty. Xinyisheng shows the most attractive PEG ratio and high profitability, but its valuation reflects discounts for risks like high customer concentration and reliance on overseas markets. Zhongji Innolight, the most expensive, commands a premium for its market leadership, dominant share in key products like 800G/1.6T modules, and higher earnings certainty, though it faces geopolitical risks. TFC Optical, as an upstream component supplier ("water seller"), has the highest gross margin and bets on the long-term CPO/NPO architecture trend, but trades at a high valuation with more stable, less explosive growth. The core argument is that while these companies dominate module assembly, the true profit pool and technological moat lie upstream in laser and switch chips, currently controlled by U.S. firms like Lumentum and Coherent. The long-term "cost-performance" for these Chinese leaders hinges on whether the domestic industry, exemplified by companies like Yuanjie Technology, can successfully move up the value chain into high-power laser chips. Otherwise, their high growth may remain confined to the lower-margin assembly segment.

marsbit28m ago

The Trillion-Yuan Market Cap 'Yi Zhong Tian': Who is the True Value King?

marsbit28m ago

Has the Crypto Market Bottomed? Here's What Institutions Think

The crypto market is in a period of significant debate, with leading institutions offering differing views on whether a bottom has been reached. Three prominent firms have published detailed analyses: * **Galaxy Digital** argues Bitcoin has **not yet bottomed**. Their analysis of 13 historical indicators across six dimensions (valuation, profit-taking, miner pressure, etc.) shows only four are fully met. They project a potential bottom range between $30k and $54k. * **NYDIG** states a bottom is **possible but not likely**. While metrics are close to historic bear market extremes, they note the absence of a classic panic-selling event. They also suggest increased institutional adoption may have structurally altered the market cycle, potentially leading to a shallower downturn. * **Standard Chartered Bank** asserts the **bottom has already occurred** at around $59k. They cite two key factors: potential US-Iran diplomatic progress and the anticipated SpaceX IPO, which they believe absorbed capital and caused ETF selling pressure that is now subsiding. They forecast a year-end price target of $100k. Despite the surface-level disagreement, the reports share critical common ground more valuable for long-term investors: 1. All three believe the market bottom will form **within this year**. 2. All agree the current price is **closer to the bottom than to previous highs**. 3. All maintain a **bullish long-term outlook** for Bitcoin and a new cycle. The core takeaway is that while the exact bottom price ($40k, $50k, or $60k) is debated, the consensus is that a bottom is imminent. For long-term holders, the primary focus should not be pinpointing the absolute low, but on the future potential for prices to reach $100k, $200k, or higher. The fundamental thesis for Bitcoin—sovereign debt accumulation, inflation, declining trust in centralized institutions, global digitization, and improved accessibility—remains intact and is arguably strengthening. The overall landscape is viewed as more favorable than in previous crypto winters.

marsbit38m ago

Has the Crypto Market Bottomed? Here's What Institutions Think

marsbit38m ago

The 'Chip' Challenge and Breakthroughs in China's Optical Industry Chain

China's Photonics Industry: Bottlenecks and Breakthroughs In the global AI race, computing chips dominate the narrative, but the underlying bottleneck increasingly defining the scale of AI clusters is light—or more specifically, optical connectivity. Optical modules, which translate electrical signals to light and vice versa, are crucial for connecting thousands of GPUs in AI data centers, preventing data congestion and ensuring efficient model training. High-speed modules (800G, 1.6T) are now standard, with performance hinging on advanced DSP (Digital Signal Processor) chips. This is where a critical dependency lies. Two US giants—Marvell and Broadcom—collectively dominate over 90% of the high-end DSP chip market. Chinese optical module leaders like Zhongji Innolight and Eoptolink rely on these chips to manufacture modules for overseas AI customers, primarily in North America. While this creates a supply chain vulnerability, complete decoupling is difficult. Marvell derives over half its revenue from Greater China, and the US firms depend on Chinese partners for chip packaging and optical components. The risk from laser chips (e.g., from Lumentum), another key component, is considered more manageable due to multiple global suppliers and faster progress in domestic alternatives from companies like YOFC and Accelink. To mitigate risks, China's industry is pursuing a multi-pronged strategy: diversifying supply chains and locking in long-term orders; fostering a domestic market ecosystem to adopt homegrown DSPs from firms like Huawei HiSilicon and CETC; accelerating R&D in high-speed DSPs and advanced packaging; and investing in next-gen technologies like silicon photonics and Co-Packaged Optics (CPO) to reduce reliance on discrete DSPs. The ultimate solution lies not in short-term博弈 but in persistent advancement of domestic high-end chip R&D and manufacturing. While challenges remain in performance, certification, and ecosystem building, China's vast domestic market and manufacturing base provide a crucial buffer, buying time for the industry to achieve greater technological independence.

marsbit52m ago

The 'Chip' Challenge and Breakthroughs in China's Optical Industry Chain

marsbit52m ago

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4.0k Total ViewsPublished 2024.10.11Updated 2026.06.02

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日报 | 中国将把对美商品关税从 125% 下调至 10% 且为期 90 天；Binance Alpha 积分达到 186 的用户可获得 362 枚 PUFFER 空投

“过去 24 小时都发生了哪些重要事件”