【一周靓文】美联储调低加息幅度，SocialFi重回市场中心

火币资讯Publicado a 2023-02-04Actualizado a 2023-02-03

Resumen

一周靓文，介绍过去一周最值得关注的热点文章，帮助投资者深刻理解市场动态。

1、《美联储如期加息 25 个基点，最新声明释放了什么信号？》

美东时间周三下午，美联储宣布将基准利率上调 25 个基点，此举符合市场预期，此次加息使美联储的目标区间达到 4.5%-4.75%，为 2007 年 10 月以来的最高水平。

美联储官员在周三的声明中承认「通胀有所缓解」，不再特别强调俄乌战争对通胀造成的上行压力，这大大鼓舞了投资者对政策转向的预期。金融市场反应迅速，比推终端数据显示，纳斯达克综合指数上涨 2%，收于 11,816.32 点，标准普尔 500 指数上涨 1.05%，收于 4,119.21 点，比特币在消息公布后上涨至 23,691 美元，截至发稿时，24 小时涨幅 3.31%。

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2、《以太坊：关于3月启动的上海升级的更新动态》

以太坊的上海升级，被众多媒体称为是Web3的下一个新叙事，它也是目前被讨论最多的热点之一。

我们即将进入 2023 年，加密货币市场或许都在寻找这一问题的答案，对于 Bloomberg Intelligence 而言，答案更倾向于前者，作为全球资产组合的一部分，加密货币市场复苏的时机已经成熟。一年后，美联储很可能会转向宽松政策，而加密货币似乎已准备好跑赢大多数传统资产。

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3、《Web3的钱，耐克要站着挣？》

以NFT入局Web3，耐克赚到超1.85亿美元的收入，加密圈为此做出巨大贡献。但今年，它有意变换思路，注意力不再仅仅聚焦于NFT的消费群体了。

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4、《香港稳定币监管最新拟议方案出炉，一文速览关键内容》

一文看懂香港要监管什么？哪些主体会被监管？下一步是什么？

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5、《【研报精选】SocialFi吸睛： Nostr 向左， Farcaster 向右》

2月1日，Twitter 联合创始人 Jack Dorsey 发布推文表示，基于分布式社交媒体协议 Nostr 的社交产品 Damus 和 Amethyst 正式在苹果 App Store 和谷歌 Google Play Store 上线，不出意外，微信朋友圈和推特时间线都被各自的公钥字母刷屏，去中心化社交再次成为热议的话题。

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6、【研报精选】NFT 平台霸主之争，Blur 与 OpenSea 的两轮较量

Blur 刚刚做出了改变游戏规则的举动，以绕过 OpenSea 的黑名单控制。

本文讨论了他们的做法，以及他们的举动将对 NFT 市场产生的影响。

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