Cardano (ADA) становится долгосрочной инвестицией после этого добавления: Обзор рынка криптовалют, 15 декабря

u.todayPublished on 2022-12-16Last updated on 2022-12-16

Abstract

Реакция рынка на повышение ставки ФРС на 50 б.п. была ожидаемой.

  • Ставка Cardano включена в Trust Wallet
  • XRP испытывает трудности
  • Ethereum набирает скорость

Реакция рынка на повышение ставки ФРС на 50 б.п. была ожидаемой; несмотря на снижение темпов повышения ставки, инфляция в США все еще значительно превышает целевой уровень регулятора и требуется дополнительное ужесточение монетарной политики, что предвещает еще несколько месяцев депрессии на рынках криптовалют и трежерис.

Ставка Cardano включена в Trust Wallet

Недавно один из крупнейших и самых популярных кошельков в криптовалютной индустрии, Trust, объявил о включении стакинга ADA прямо в приложении. Хотя эта новость может показаться неактуальной во время разрушительных результатов Cardano на рынке, она является значительным вкладом в фундаментальную ценность ADA и может помочь ей в долгосрочной перспективе.

Ставки на $ADA @Cardano теперь доступны в Trust Wallet!

Вот как вы можете легко начать делать ставки на #Cardano в вашем #TrustWallet👇https://t.co/LpFyWTi3x4 pic.twitter.com/hM9LfQTjNJ

- Trust - Crypto Wallet (@TrustWallet) 13 декабря 2022 г.

Хотя стейкинг создает некоторое давление на продажу активов в будущем, это хороший инструмент для ослабления существующего стресса на криптовалюту и поддержки потенциального ралли, которое может произойти, если рынок войдет в режим восстановления.

XRP испытывает трудности

Несмотря на сильное ралли, которое вернуло много внимания к XRP в ноябре, цена одного из самых заметных конкурентов Ethereum и Bitcoin упала до ценового диапазона, который мы наблюдали еще летом.

Отсутствие бычьих фундаментальных сигналов, которые сделали бы XRP более привлекательным для инвесторов, создает условия, при которых ни одна организация не готова оказать поддержку активу, у которого впереди сомнительное будущее, учитывая отсутствие позитива от дела Ripple против SEC и общее депрессивное состояние криптовалютного рынка.

Недавно в сети произошел шквал массовых транзакций, вызвавший споры в сообществе, поскольку некоторые пользователи предположили, что фонды, управляющие XRP, продавали свои активы, пока криптовалюта торговалась на локальном максимуме. Однако данные он-чейн показали, что эти транзакции не имели ничего общего с продажей и были просто внутренними операциями некоторых централизованных криптовалютных бирж.

Тем не менее, XRP по-прежнему демонстрирует анемичные показатели на рынке, двигаясь в непрерывном диапазоне в течение последних 20 дней.

Ethereum набирает скорость

После солидного роста, который мы наблюдали два дня назад, Ethereum стремительно откатился назад к уже забытому ценовому диапазону $1 200, который пугал инвесторов последние несколько месяцев. Несмотря на ожидание повышения ставки ФРС на 50 б.п., рынок получил холодный душ во время пресс-конференции Джерома Пауэлла, когда он успокоил журналистов относительно целевого уровня инфляции ФРС, который по-прежнему остается на уровне около 2%.

Учитывая выступление, Ethereum и другие цифровые активы быстро откатились от вчерашнего максимума, поскольку инвесторы поняли, что смягчение монетарной политики США в лучшем случае произойдет не раньше середины следующего года.

В настоящее время Ethereum торгуется на уровне $1 287 и в обозримом будущем может пойти вверх, учитывая восстанавливающуюся сетевую активность, которая должна подстегнуть скорость сгорания ETH. На данный момент предложение Эфира остается инфляционным, несмотря на недавнее снижение эмиссии. На сегодняшний день коэффициент эмиссии остается на уровне 0,93x, а скорость сгорания за последние четыре дня выросла на 10% и в настоящее время составляет 1,11 ETH/мин.

Related Reads

Anthropic Employees Leave to Start a Business, Valued at $1 Billion, Also Focused on 'Recursive Self-Improvement'

Former Anthropic employees Behnam Neyshabur and Harsh Mehta have founded a startup named Mirendil, securing $200 million in seed funding at a $1 billion valuation from investors including Andreessen Horowitz, Kleiner Perkins, and NVIDIA. The company, staffed by researchers from Anthropic, xAI, Google DeepMind, and OpenAI, aims to accelerate scientific discovery by focusing on "recursive self-improvement" for AI. Their vision, described as "AI for AI for Science," is to build a platform enabling research labs in fields like medicine and materials science to develop and iteratively improve their own specialized AI models, rather than relying on general-purpose models from large tech firms. Neyshabur argues this approach, involving AI that can optimize its own code under human supervision, is the fastest path to AI-accelerated science. The founders believe a market opportunity exists because major AI companies, while increasingly using AI to advance their own research, restrict external developers from using their models to train competing products. Mirendil plans to release its first models soon to gather early user feedback, with the goal of empowering thousands of labs to tackle critical scientific challenges.

marsbit21m ago

Anthropic Employees Leave to Start a Business, Valued at $1 Billion, Also Focused on 'Recursive Self-Improvement'

marsbit21m ago

Trillion-Dollar Pension Fund Entry? Franklin Bitcoin Dividend Reinvestment ETF Comes with a Built-in Selling Pressure Ceiling

Franklin Templeton has filed to launch two ETFs that embed a "default configuration" logic into Bitcoin investment, aiming to tap into massive pension fund flows. These "Bitcoin Dividend Reinvestment Index ETFs" will initially hold 95% equities and 5% Bitcoin, automatically reinvesting stock dividends to buy Bitcoin. However, a quarterly rebalancing rule forces selling of Bitcoin if its allocation exceeds 5%, capping its maximum holding at 20%. While the product cleverly circumvents advisor reluctance and compliance hurdles by labeling itself as a U.S. equity product, its actual Bitcoin buying power is minimal. Given low dividend yields (e.g., ~1% for broad market indices), annual Bitcoin purchases from a fund the size of Franklin's existing Bitcoin ETF would be a mere $3.6 million—negligible against Bitcoin's daily trading volume. Crucially, during bull markets, the fund becomes a programmed, passive *seller* of Bitcoin, potentially creating sustained sell pressure if many similar funds emerge. The strategy leverages investor inertia and automatic enrollment, similar to the success of target-date funds in 401(k) plans. It also uses an offshore Cayman subsidiary for holding Bitcoin and raises a tax complication where investors must pay taxes on dividends they never receive as cash. Although recent U.S. regulatory changes allow crypto in retirement plans, widespread adoption as a default option faces legal hurdles. The core premise remains: the system doesn't need to convince anyone to buy Bitcoin actively; it simply relies on people doing nothing.

marsbit29m ago

Trillion-Dollar Pension Fund Entry? Franklin Bitcoin Dividend Reinvestment ETF Comes with a Built-in Selling Pressure Ceiling

marsbit29m ago

Bitcoin Hits 20-Month Low as Largest Bull Suffers $15 Billion Paper Loss

Bitcoin Hits 20-Month Low as Major Bull Loses $15 Billion On June 25th, Bitcoin fell below $60,000, hitting a low of $58,030—its lowest level since October 2024. The sell-off triggered over $1 billion in leveraged liquidations in 24 hours, with longs accounting for $788 million. This marks a more than 53% decline from the October 2025 all-time high of $126,198. A critical factor in the downturn is the weakening position of MicroStrategy, the largest corporate Bitcoin holder. With 847,363 BTC at an average cost of $75,651, the company now faces over $14.6 billion in unrealized losses. Its core financing flywheel—raising capital to buy Bitcoin—is stalling. Its variable-rate preferred shares (STRC), a key fundraising tool, have fallen 25% below their $100 target. This raises doubts about its ability to continue providing steady institutional demand for Bitcoin. Simultaneously, U.S. spot Bitcoin ETFs are experiencing significant outflows, with a single-day net outflow of $469 million on June 24th. This represents the most severe sustained capital flight since their launch. The macroeconomic backdrop remains restrictive, with persistent inflation delaying expected Fed rate cuts. Analysts note a shift in capital allocation, with institutional funds moving away from crypto towards AI infrastructure stocks. Immediate pressure comes from approximately $10 billion worth of Bitcoin options expiring on June 26th, which could increase market volatility. The combined effect of these factors—eroding core demand pillars, macro headwinds, and capital rotation—has decisively broken the $60,000 support level.

Foresight News36m ago

Bitcoin Hits 20-Month Low as Largest Bull Suffers $15 Billion Paper Loss

Foresight News36m ago

STRC Falls Below $80, Can Conservative Investors Still Buy the Dip?

The article analyzes whether the STRC (a perpetual preferred stock issued by MicroStrategy) presents a buying opportunity after its price fell below its $100 par value to around $80, offering a seemingly high yield of 13-15%. The core argument is that STRC's discount reflects market skepticism about the sustainability of MicroStrategy's capital structure model, not just temporary panic. This model relies on issuing securities (like STRC) to raise funds to buy more Bitcoin, a "flywheel" that works in a bull market. The recent small sale of BTC to fund dividends, while minor, broke the psychological "never sell" anchor and signaled potential strain. Key risks identified are not a traditional Ponzi collapse but a potential breakdown in the financing narrative: 1) If Bitcoin enters a deep bear market, crushing MicroStrategy's stock premium (mNAV), its ability to raise cheap capital weakens. 2) If STRC remains deeply discounted, it signifies permanently higher funding costs. 3) The high cash dividend yield represents a significant ongoing expense. 4) If selling BTC to pay dividends becomes routine, the bullish narrative reverses. The conclusion is that STRC is not a risk-free high-yield asset. It is a high-coupon bet on whether MicroStrategy's BTC treasury financing model can withstand a bear market. Buying it is a wager that the market will continue to believe in and fund this structure at acceptable costs. The current price asks if this cycle's "casualty" might be a BTC treasury company's融资 model itself.

marsbit51m ago

STRC Falls Below $80, Can Conservative Investors Still Buy the Dip?

marsbit51m ago

Why Do Crypto Projects Keep Changing Their Names?

**Why Do Crypto Projects Keep Changing Names?** In the crypto world, changing a project's name is common—over 16% of projects have done so, including major ones like Polygon (formerly Matic Network). This contrasts sharply with traditional businesses, which fiercely protect brand equity. The core reason is that in crypto, brand loyalty is often weak. Users are frequently investors, airdrop hunters, or yield seekers, not traditional consumers. A name associated with price crashes, hacks, or failed narratives becomes a liability, not an asset. Renaming can be a strategic reset to shed this baggage. Name changes serve as a potent marketing tool. They can signal a genuine pivot in strategy or scope (e.g., EthSign dropping "Eth" as it expanded). However, they are often used to "narrative surf," rebranding to align with hot trends like AI, RWA, or the metaverse (e.g., Elrond → MultiversX). Critically, renaming is also a PR tactic to distance a project from past failures like security breaches (e.g., Anyswap → Multichain). The most significant risk emerges when a name change is coupled with a token migration or swap. This process can allow projects to reset exchange price charts, erase visible historical downtrends, and create an illusion of a fresh start. It often facilitates liquidity resets, where low float can be exploited for pumps. More alarmingly, migrations sometimes mask overhauls to tokenomics, introducing substantial new token supply through "ecosystem funds" or "node rewards," effectively diluting existing holders. The fundamental issue isn't renaming itself, which can be valid for strategic evolution. The problem is when it functions as an escape from history—a way to avoid accountability for past mistakes, failed promises, and poor performance. When a project announces a rebrand, the critical questions are: What tangible new capability or strategy does it represent? Has the tokenomics changed? And what part of its past is it most trying to make users forget?

marsbit58m ago

Why Do Crypto Projects Keep Changing Their Names?

marsbit58m ago

Trading

Spot
Futures
活动图片