星球日报 | Jupiter宣布代币空投计划;Solana月度NFT销量首次超过以太坊NFT(1.03)

Odaily星球日报Publicado a 2024-01-03Actualizado a 2024-01-03

Resumen

根据投资银行 TD Cowen 的说法,美国证券交易委员会将在 1 月 10 日的最后期限前批准一项现货比特币交易所ETF,这被视为一种“政治必要”。

星球日报 | Jupiter宣布代币空投计划;Solana月度NFT销量首次超过以太坊NFT(1.03)

头条

Jupiter 计划于 1 月底进行 JUP 代币空投

SolanaDEX 聚合器 Jupiter 联合创始人 Meow 表示,计划在 1 月底进行 JUP 代币空投。约有 100 万个 Solana 钱包有资格获得空投,占 JUP 总供应量的 40% 。

此前消息,预计 JUP 代币创世首日将有 15% -17.5% 的代币进入流通。

TD Cowen:美 SEC 批准现货比特币 ETF 是一种“政治必要”

根据投资银行 TD Cowen 的说法,美国证券交易委员会将在 1 月 10 日的最后期限前批准一项现货比特币交易所交易基金,这被视为一种“政治必要”。

TD Cowen 华盛顿研究小组,由 Jaret Seiberg 领导,在周二的一份报告中写道:“对我们来说,这是一种政治上的必要,因为该机构需要在国会考虑更广泛的加密货币立法之前,巩固其作为加密货币监管机构的角色。我们还相信,该机构不希望在拒绝批准比特币 ETF 方面遭遇法律挑战。”

Solana 月度 NFT 销量首次超过以太坊 NFT,约合 3.7 亿美元

根据分析平台 CryptoSlam 的数据, 2023 年 12 月,Solana 网络上的 NFT 月销量首次超过了以太坊上的 NFT,约为 3.665 亿美元,以太坊 NFT 的销售额为 3.532 亿美元。

此外, 12 月 Solana 的独立买家和卖家数量也增加了一倍左右,NFT 交易总笔数也大幅增加。CryptoSlam 报告称,Solana 上约有 218, 000 名卖家和 279, 000 名买家,涉及近 660 万笔 NFT 交易。相比之下,以太坊上约有 114, 000 名卖家和超过 143, 000 名买家,涉及 698, 000 笔交易。

行业要闻

区块链相关美股普涨,MicroStrategy 上涨超 10% 

行情显示,区块链相关美股普涨,其中:

MicroStrategy 开盘至今上涨 10.2% ,现报 694.9 美元;
Marathon 上涨 9.64% ,现报 25.7 美元;
Bitdeer 上涨 3.75% ,现报 10.2 美元;
Coinbase 下跌 0.1% ,现报 173.6 美元。

灰度 GBTC 已向 SEC 提交注册声明(含招股说明书)

灰度比特币信托(GBTC)已根据根据美国证券法 163/433 向美国证券交易委员会(SEC)提交注册声明(registration statement),含招股说明书(prospectus)。

此前 ValkyrieVanEckWisdomTree 等公司均提交了招股说明书。

项目要闻

BRC 20 创始人评 UniSat 将遵守禧年升级:希望 BRC 20 社区拒绝 UniSat 的分叉

BRC 20 创始人 Domo 转发了 UniSat 将遵守禧年升级的发文并表示:“鉴于涉及的严重后果和估值,我认为匆忙推出 BRC 20 的这些更新是鲁莽的,忽视了它们的同行索引器,并可能损害 BRC 20 用户群体的整体利益。0.8/0.9 事件凸显了将新更新整合到 BRC 20 标准中的复杂性,虽然我渴望实施协议改进,但很明显,如果没有正在构建的强大测试、协调和验证基础设施,这些变更可能不安全。此外,时机和待定的激励结构表明这不仅仅是 Unisat 一次性的技术驱动行动,而是其考虑周到的、持续的策略的一部分,以控制该协议。”

Dymension 宣布开启 Genesis Rolldrop,合格参与者可申领最高 7000 万枚 DYM

模块化区块链 Dymension 在 X 平台宣布,即日起,超过一百万个地址有机会参与 Dymension 的 Genesis Rolldrop。符合条件的参与者可以在 2024 年 1 月 21 日 12: 00 (UTC 时间)之前申领最多 7000 万枚 DYM(占总供应量的 7% )。

此次空投将面向 Celestia、以太坊、Cosmos 和 Solana 用户,包括广泛的加密用户,如 NFT 持有者、网络质押者和应用程序用户。
此前 12 月 19 日消息,Dymension 于 X 平台发布“相机”的图片,或暗示已进行快照。

Lecturas Relacionadas

Why Is the World Nervous About Japan Raising Interest Rates?

In June 2026, the Bank of Japan raised its policy rate to 1%, marking its first hike to this level since 1995. While this rate remains low compared to global peers like the US and Europe, the move signals a profound shift for a nation that has been a global source of ultra-cheap funding for decades. Japan's long-standing near-zero or negative interest rates had facilitated massive "yen carry trades," where international investors borrowed low-cost yen to invest in higher-yielding assets worldwide, such as US tech stocks and emerging market bonds. This made Japan a critical, often overlooked, source of global liquidity. Japan's ultra-loose policy stemmed from structural challenges post-1990s asset bubble: aging demographics, chronic low inflation/deflation, and high public debt. Recent shifts, including sustained wage growth (exceeding 5% in recent years) and inflation consistently above the 2% target, have created a "wage-price spiral" possibility, prompting the policy normalization. The global market's concern lies not in the absolute rate but in the potential unwinding of the yen carry trade. As Japanese borrowing costs rise, the economics of these leveraged global investments change, potentially triggering deleveraging and capital outflows from risk assets. Market anxiety focuses on the end of a thirty-year consensus that Japan would perpetually provide cheap funding. Ultimately, the global impact will depend on the interplay with US monetary policy. While Japan is tightening, the significant interest rate differential with the US remains. The key future dynamic is whether simultaneous Japanese hikes and eventual US rate cuts will narrow this gap, forcing a major recalibration of global capital flows and asset pricing built on an era of abundant, cheap yen liquidity.

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Research Report Analysis: MRVL's Optical AI Booming, Why High Valuation Keeps Morgan Stanley's Star Analyst Sidelined?

Report Recap: MRVL Optical AI Boom - Why High Valuation Led Morgan Stanley's Star Analyst to Stay Neutral? Morgan Stanley analyst Joseph Moore maintained an "Equal-weight" (Neutral) rating on Marvell Technology (MRVL) on May 28, raising the price target from $172 to $195, below the trading price. This stance comes despite Marvell reporting a record quarter and significantly raising its full-year outlook (FY27 revenue ~$11.5B, up ~40%). Moore's neutral view is based on valuation. The $195 target implies ~40x CY2027 P/E. He contrasts MRVL with NVDA: both trade near ~$200, but Nvidia's forward EPS is more than double Marvell's. For MRVL's valuation to hold, it needs consistent earnings upgrades, proof of networking market share gains, or certainty on large-scale custom AI chip shipments—none of which are confirmed yet. Growth is driven by two pillars: **1) Optical Interconnect** (the faster runner): Moore raised FY27 growth expectations to >70%, with the optical module product line nearing a $1B annualized run rate. **2) Custom AI Chips** (the climber): Confidence in FY28 is growing, but a major new customer project only ramps in FY28, with no current revenue visibility. Key risks are the underperforming Storage, Enterprise, and legacy Networking segments. Moore acknowledges the real AI opportunity but believes the current price already reflects it. For the stock to work from here, investors need to see the optical business hit its targets, custom chips ramp as planned, and a recovery in the weaker business units.

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