特朗普儿子有喊单“抄底比特币”,这次还能信吗?

ambcryptoPublished on 2025-08-04Last updated on 2025-08-04

Abstract

BTC 是否会克服宏观阻力并重复过去的减半反弹?

关键要点

比特币 (BTC) 正因 ETF 资金流入疲软和宏观经济逆风而苦苦挣扎。埃里克·特朗普的“逢低”预测与减半后的反弹如出一辙,但缺乏强有力的佐证,因此押注风险较高。

埃里克·特朗普刚刚告诉追随者“逢低买入”,但真的有人应该关注吗?

从时间角度来看,这很有意思。他的预测恰逢比特币[BTC]跌破11.7万至12万美元的区间,过去三个交易日K线图上出现了3.76%的大幅下跌。

但从月度图表来看,八月份的命中率并不高。

罕见异常的亏损月份

过去12个8月,BTC有60%的时间处于下跌状态。这通常是大选结束后的月份,随着各主要货币的买盘深度逐渐减弱,7月份的强势往往会逐渐消退。

尽管如此,仔细观察就会发现一个关键的分歧。

2013年、2017年和2021年,BTC的8月份涨幅均达到两位数。这三者的共同点是什么?它们都发生在减半后的年份。

Related Reads

SpaceX, OpenAI, Anthropic: The Three AI Giants Racing for IPO, Which One Is Worth Betting On?

SpaceX, OpenAI, and Anthropic are poised for historic IPOs within weeks, potentially raising a combined $180 billion—a sum exceeding the entire internet bubble's fundraising. The hosts of the Limitless Podcast argue this isn't just individual company financing but an unprecedented capital concentration for AI infrastructure, driven by an insatiable need for compute, data centers, power, and chips. SpaceX's IPO is notable for reportedly changing market index rules to allow faster inclusion, potentially funneling trillions in passive retirement funds into its stock, despite its unproven space-based data center business model. In contrast, Anthropic demonstrates explosive growth, with ARR reportedly hitting $45 billion and approaching profitability, fueled by strong enterprise adoption of products like Claude Code. Google's separate $80 billion raise highlights the immense capital pressure, even for giants. The discussion acknowledges bubble risks but leans optimistic. The hosts contend the massive spending is building essential physical infrastructure for the next technological era. A key bottleneck isn't capital but the real-world limits of chip manufacturing and construction speed. As long as demand for AI compute outstrips supply, this investment cycle represents a foundational build-out rather than a purely financial bubble. All three companies are seen as foundational bets on the future, with Anthropic often cited as the most immediately compelling due to its proven revenue trajectory.

marsbit2h ago

SpaceX, OpenAI, Anthropic: The Three AI Giants Racing for IPO, Which One Is Worth Betting On?

marsbit2h ago

From 'Old Guys' to 'New Favorites': How AI Is Revaluing Old Infrastructure from Dell to Nokia?

From "Vintage Tech" to "New AI Darlings": How AI Revalues Old Infrastructure One year ago, tech giants like Dell, Nokia, Cisco, and Western Data were seen as slow-growth, low-valuation stories, far from the AI spotlight dominated by players like Nvidia. Now, these legacy tech stocks are gaining market attention, sparking debate on whether this is genuine industry revaluation or a temporary narrative. As AI moves from model parameters to real-world data centers, the market is recognizing companies with proven delivery and infrastructure capabilities. This shift marks a change in the AI investment thesis: from pure model and GPU focus to the complex systems engineering required for deployment. Companies like Dell, HPE, and Corning are being revalued not for being "sexy" AI innovators, but for their decades of accumulated expertise in supply chains, enterprise delivery, and infrastructure—assets that have become critical in the AI buildout phase. The revaluation is unfolding across three key infrastructure lines: 1. **Servers & System Integration:** Dell and HPE are emerging as crucial system integrators or "general contractors" for AI data centers, translating GPU orders into complete, deployable server racks integrated with power, cooling, and networking. 2. **Networking & Connectivity:** AI's scale demands robust high-speed connections. Corning (fiber optics), Nokia (AI-RAN, 6G), and Cisco (data center switches) are gaining importance for enabling efficient data transfer within and between AI clusters. 3. **Storage:** Beyond high-speed memory (HBM/DRAM), the AI data explosion is driving demand for high-capacity hard drives (HDDs) from companies like Western Digital and Seagate to handle training data, logs, and cold storage cost-effectively. For this revaluation to be substantive and not just a narrative, three criteria are key: 1) Concrete AI-related order and revenue growth (e.g., Dell's AI server sales), 2) Upward revisions to company financial guidance, and 3) Sustainable improvements in profit quality, not just top-line revenue spikes. In essence, AI's transition to a real construction phase is re-pricing "old assets" against "new demand." The opportunity, however, is selective. Only those legacy firms that are demonstrably integrated into the capital expenditure chains of data center and enterprise AI deployment are likely to experience a true "logic re-rating" rather than just a temporary valuation bounce.

marsbit2h ago

From 'Old Guys' to 'New Favorites': How AI Is Revaluing Old Infrastructure from Dell to Nokia?

marsbit2h 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