星球日报 | DWF Labs 联创:L1/L2项目代币或迎来全面上涨;Ordinals累计费用收入突破4900枚BTC(12.26)

Odaily星球日报Publicado a 2023-12-26Actualizado a 2023-12-26

Resumen

美联储明年2月降息概率为16.5%。

星球日报 | DWF Labs 联创:L1/L2项目代币或迎来全面上涨;Ordinals累计费用收入突破4900枚BTC(12.26)

头条

DWF Labs 联创:L1/L2项目代币或迎来全面上涨,需做好准备

DWF Labs 联合创始人 Andrei Grachev 在 X 平台发文表示:“正在查看L1/L2项目,所有尚未拉升的都将迎来这一刻,并使其 shitcoin/山寨币价格飙升(to da moon)。不是今天,但最好提前做好准备。DYOR。”

Ordinals 铭文累计费用收入突破 4900 枚 BTC,铸造总量超 5100 万枚

Dune 数据显示,比特币 NFT 协议 Ordinals 铭文铸造的累计费用收入达 4, 918.4427 枚 BTC,约合 211, 984, 359 美元。当前铸造铭文总量达到 51, 333, 094 枚。

CME 美联储观察:美联储明年 2 月降息概率为 16.5% 

据 CME“美联储观察”数据,美联储明年 2 月维持利率在 5.25% -5.50% 区间不变的概率为 83.5% ,降息 25 个基点的概率为 16.5% ;到明年 3 月维持利率不变的概率为 6.7% ,累计降息 25 个基点的概率为 78.1% ,累计降息 50 个基点的概率为 15.2% 。

OKX CEO Star 回应上线更多 BRC-20 代币请求,将遵循 5 大上币原则上币

OKX CEO Star 于 X 平台发文表示:“作为交易所如果我们采用最简单的策略,即上线所有代币,这可能会帮助交易所赚更多快钱,但会破坏市场。OKX 的长期理念是例如建设基础设施、不作恶、尽可能透明以及始终以技术驱动, 5 大上币原则包括:

  • 代币是否是区块链技术和产品驱动的;

  • 代币在社区的受欢迎程度;

  • 项目创始人和投资团队是否是长期建设者;

  • 法律及合规审查;

  • 不接受 Pitch,而是根据我们的研究从市场中挑选项目。”

行业要闻

FTX 债务人就 Embed 收购提出诉讼并与 SBF 达成 Embed 相关的拟议和解

FTX 加密货币交易所的债务人在破产案中提出独立诉讼,涉及对清算平台 Embed 的收购。据美国特拉华区联邦破产法院文件显示,FTX 债务人表示他们已与 SBF 就“Embed Proceeding”中的索赔达成拟议和解。此提议仅解决与 Embed 和 SBF 相关的特定破产案方面,而不包括交易所处理的所有资产,以应对债权人的索赔。

Maker 年收入近 9600 万美元,位列 2023 年 DeFi 协议收入排行第一

BlockWorks 发布了 DeFi 协议 2023 年收入排行,前五名分别为:

Maker— 9591 万美元;Lido— 5579 万美元;PancakeSwap— 5231 万美元;Convex Finance— 4223 万美元;GMX— 3752 万美元。

投融资事件

Web3营销公司 Addressable 完成 23 年第二轮融资,总融资额达 1350 万美元

Web3营销公司 Addressable 完成 23 年第二轮融资,总融资额达 1350 万美元,BITKRAFT Ventures 领投,KaratageViola VenturesFabric Ventures、Mensch Capital Partners、North Island Ventures 等参投。本次融资旨在增强其Web3增长套件,并将其服务扩展到新的网络和区块链。(Chainwire)

项目要闻

Bounce Brand:正在开发比特币质押链 BounceBit

Bounce Brand 于 X 平台发文表示,正在开发比特币质押链 BounceBit,为了增强区块链互操作性,将与 MultiBit 合作,指定其为官方桥。

Jupiter:面向做出实质性社区贡献用户的 JUP 奖励已开放申请

Jupiter 在 X 平台宣布,面向做出实质性社区贡献用户的追溯性 JUP 奖励已开放申请,仅面向 2023 年 11 月 2 日(Breakpoint 公告发布)之前做出重大社区贡献(例如推广或改进产品)的用户。

Lecturas Relacionadas

SemiAnalysis Dissects Huawei's Kirin 9030: Process Technology Halted, So They Folded the Chip

SemiAnalysis has published a detailed teardown report on the HiSilicon Kirin 9030 Pro chipset found in Huawei's Mate 80 Pro. Fabricated using SMIC's most advanced N+3 node without EUV lithography, the analysis reveals significant technical achievements and strategic shifts. The report indicates SMIC's N+3 has achieved transistor density comparable to TSMC's N6 (113.4 vs 107.7 MTr/mm²), primarily through aggressive use of Self-Aligned Quadruple Patterning (SAQP) for its metal layers. This results in a notably small 32.5nm M0 metal pitch. However, SemiAnalysis notes this achievement comes with significantly higher process complexity, cost, and potential yield challenges compared to competitors using more advanced tools. The Kirin 9030 design maximizes this constrained density. While its GPU performance has improved ~70% and matches Qualcomm's 2022 flagship level, the CPU core's IPC lags behind current top-tier designs from Apple and Qualcomm, a gap attributed to the underlying manufacturing technology rather than design capability. Facing long-term restrictions on advanced tools, Huawei is charting a new path. The report highlights the company's "LogicFolding" roadmap, a 3D stacking technique aimed at shortening signal paths to boost performance and efficiency. The goal is to reach 5GHz frequency and a projected density of 295 MTr/mm² by 2031. SemiAnalysis concludes that export controls have not halted China's chip progress but have fundamentally altered its trajectory, making it more expensive and complex. This has spurred innovation in alternative areas like 3D stacking and domestic EDA tool development, with Huawei's supply chain also beginning to integrate Chinese memory from CXMT.

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SemiAnalysis Dissects Huawei's Kirin 9030: Process Technology Halted, So They Folded the Chip

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How Will the Price Move Before SpaceX's Next Share Unlock?

TL;DR Investors buying SPCX after SpaceX's IPO are not simply investing in a typical tech stock. It’s a high-valuation asset driven by Musk's narrative, Starlink, and space transport potential, but with a key twist: a very small initial float of ~4% has led to significant post-listing price appreciation. The current price action reflects a timing gap. Before the first lock-up expiration (estimated around August, subject to official confirmation), scarcity and high demand could continue to push prices up. Short-term bulls focus on low float, FOMO, and potential index inclusion. However, bears point to the supply dynamics that will change post-lockup. Existing shareholders still hold over 95% of shares, which will be released in stages starting from the first unlock window. This introduces future selling pressure from low-cost holders. The upcoming Q2 earnings report is a critical catalyst before the unlock. It will test whether the company's fundamentals can justify the current ~$2.1T valuation. Strong results could support the pre-unlock momentum, while weak figures could amplify concerns about future supply. The trading thesis is shifting from immediate scarcity ("can't buy enough") to evaluating future absorption capacity ("who will buy when more supply hits"). The path ahead hinges on the specifics of the unlock schedule, Q2 earnings performance, and whether anticipated passive index buying materializes.

marsbitHace 38 min(s)

How Will the Price Move Before SpaceX's Next Share Unlock?

marsbitHace 38 min(s)

Bitcoin Short-Term Bullish Structure Validated, HYPE Low-Entry Window Opens | Guest Analysis

**Market Analysis Summary (Week of June 2026)** **Overall Market Context:** The market environment is exceptionally complex, with the unexpected US-Iran agreement and the reopening of the Strait of Hormuz triggering a global asset repricing and significant volatility. This heightened noise underscores the importance of a structured analytical framework. **Bitcoin (BTC) Analysis & Strategy:** * **Current Status:** The price has climbed above $65,000, currently in a rebound phase (segment 38-39) following a complex 12-segment correction from the May high of $82,850. * **Key Levels:** * **Primary Resistance:** $69,500–$70,500. A successful breakout above $65,000 targets this zone. * **Primary Support:** $65,000 (immediate), followed by $59,000–$60,000 and $55,000. * **Weekly Outlook & Strategy:** The focus is on the confirmation of the $65,000 level. * **Bullish Scenario (Hold $65K):** A move toward the $69.5K–$70.5K resistance zone is anticipated, which is a potential area for initiating medium-term short positions. * **Bearish Scenario (Break below $65K):** A retest of the $60,000–$62,000 support range is likely. * **Medium-Term Strategy:** Currently neutral. Plan to establish short positions (up to 60% allocation) either in the $69.5K–$70.5K resistance zone upon signs of rejection, or on a confirmed breakdown below $65,000 and further below $59K–$60K. * **Short-Term Strategy:** Utilize 30% capital for scalping opportunities based on support/resistance levels, using 30/60-minute charts. **HYPE Analysis & Strategy:** * **Current Status:** The price has stabilized around $52 after a four-segment decline from the June high of $75.87 and is now in a rebound (segment 50-51). * **Key Levels:** * **Primary Resistance:** $62.50–$64.57. Watch for potential rejection here to form a lower high. * **Primary Support:** $52–$55.50, followed by $47–$49. * **Weekly Outlook & Strategy:** Adopt a "buy on dips, avoid chasing rallies" approach. * **Core View:** Monitor the price action and potential formation of a lower high ("endpoint 51") in the $62.50–$64.57 resistance zone. * **Short-Term Strategy:** Consider light long positions (max 30% allocation) if the price finds support and shows reversal signals in the $52–$54.50 or deeper $47–$49 support zones, confirmed by proprietary quantitative bottom signals. **Trade Review:** Last week's HYPE short-term long trade, executed based on proprietary "Price Difference" and "Momentum" model signals, yielded a profit of approximately 11.88%. The entry was near $54.39 and exit near $60.85. **Risk Management Reminder:** Always set an initial stop-loss upon entry. Move stop-loss to breakeven at +1% profit, then trail it upwards to lock in gains as the trade progresses. *Disclaimer: All analysis, models, and strategies are based on personal technical analysis for educational purposes only, not investment advice. The market carries inherent risk.*

Odaily星球日报Hace 43 min(s)

Bitcoin Short-Term Bullish Structure Validated, HYPE Low-Entry Window Opens | Guest Analysis

Odaily星球日报Hace 43 min(s)

Bitcoin Short-Term Bullish Structure Validated, HYPE Accumulation Window Opens | Guest Analysis

**Bitcoin and HYPE Market Analysis: Short-Term Outlook and Trading Strategies** This market analysis examines Bitcoin (BTC) and HYPE amid volatile conditions, providing short-term outlooks and specific trading strategies. **Key Outlooks:** * **Bitcoin (BTC):** Focus is on whether BTC's recent move above $65,000 holds. A successful breakout could lead to a test of the $69,500-$70,500 resistance zone, where medium-term short positions are considered. A failure, breaking below $65,000, may trigger a decline towards the $59,000-$60,000 support area. * **HYPE:** The token completed a four-wave correction and is now rebounding. The key resistance zone is $62.5-$64.57. The trading strategy is "buy on dips," looking for entry opportunities near the $52-$54.5 or deeper $47-$49 support zones, pending confirmation from proprietary models. **BTC Trading Strategy:** * **Medium-term:** Primarily looking to establish short positions (up to 60% allocated capital) if price rallies to the $69,500-$70,500 resistance area and shows signs of reversal. Alternative plans involve initiating shorts on a breakdown below $65,000. * **Short-term:** Allocate up to 30% capital for intraday "spread" trades based on support/resistance levels on 30/60-minute charts. **HYPE Trading Strategy:** * **Short-term:** Adopt a dip-buying approach. Consider light long positions (under 30% capital) when price tests key support levels ($52-$54.5 or $47-$49) and shows stabilization, confirmed by proprietary "Price Spread" and "Momentum Quant" models. **Trade Recap:** The analysis reviews a successful HYPE long trade from the previous week, executed at ~$54.39 and closed at ~$60.85 for an ~11.88% gain, based on signals from the aforementioned models. **Risk Management Emphasis:** The article stresses strict capital allocation (under 30-60%), immediate initial stop-loss placement, and a trailing stop-loss protocol to lock in profits as trades move favorably. ***Disclaimer:** All analysis, models, and strategies are for educational purposes based on technical analysis, not investment advice. Markets are volatile; trade with caution.*

marsbitHace 45 min(s)

Bitcoin Short-Term Bullish Structure Validated, HYPE Accumulation Window Opens | Guest Analysis

marsbitHace 45 min(s)

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