在市场下跌中获益的加密货币 –BOME、TAO、ORDI

金色财经Publicado a 2024-08-14Actualizado a 2024-08-14

由于主要加密货币交易呈亏损状态,根据CoinMarketCap的数据,过去 24 小时内比特币 (BTC)、以太坊 (ETH) 和 Solana (SOL) 等交易的亏损幅度在 0.2-0.8% 之间,交易员正在监控山寨币市场,寻找现在购买的最佳加密货币,以从市场下跌中获益。

受周一美国政府的 BTC 钱包变动影响,原本有望出现的加密货币涨势戛然而止。

周二,市场担心美国政府可能出售价值约 20 亿美元的 BTC,这可能会增加短期抛售压力,这种担忧继续给市场带来压力。

比特币的最新交易价格约为 66,000 美元,较周一 70,000 美元以上的高点下跌超过 5%。

ETH的最新价格略低于 3,300 美元,而Solana的价格接近 181 美元。

一些人担心,由于美国前总统唐纳德·特朗普承诺如果他重返总统职位将建立战略比特币储备,拜登政府可能会在大选前寻求出售比特币。

其他重大事件包括美联储利率决定和周五的美国就业报告。

美联储预计将宣布9月份降息,这可能对风险资产产生净利好。

假设就业数据不会对美联储降息言论产生不利影响,那么就业数据也可能支撑风险偏好。

比特币价格仍低于 70,000 美元,现在是时候买入了吗?

美国政府的销售可能会使 BTC 价格在一段时间内徘徊在 70,000 美元以下。

但这应该看作是一个积累的机会。

由于美联储降息、ETF 资金流入强劲以及特朗普获胜(目前可能性较大),BTC 价格可能在今年晚些时候达到 100,000 美元。

与往常一样,比特币仍然是目前最值得购买的加密货币的有力候选者。

然而,一些投资者会寻求更高的潜在回报。

因此,他们将转向山寨币市场中贝塔值更高的资产。

以下是一些表现强劲的货币,可能是现在最值得购买的加密货币。

现在最值得购买的加密货币

BOME

一种名为 Book of Meme (BOME) 的meme币再次上涨。

根据CoinMarketCap,该代币在 24 小时内上涨了5%,交易价格接近 0.01090 美元。

自从突破关键的长期下行趋势以来,模因币 (meme coin) 已经获得了发展动力。

有可能迅速上涨 3 倍至 0.030 美元区域的历史高点。这就是为什么 BOME 可能是目前最值得购买的加密货币。

TAO

TAO 在过去一年中实现了惊人的 333.37% 增长。

目前交易价格为 321.22 美元,在过去24小时内上涨了1.20%。

这一表现使其成为高增长资产,表现优于 79% 的前 100 种加密货币。

这种高回报情景非常适合那些愿意承受更大波动以追求可观回报的投资者。

ORDI

ORDI 因其上涨趋势而备受瞩目。ORDI 目前价格为 37.53 美元,在过去24小时内上涨了1.17%。

它在过去一年中上涨 486.74%。这一上涨表明投资者的看涨情绪。

由于其坚实的基础和强大的社区支持,ORDI 为未来增长提供了良好的潜力。

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Circle CEO Jeremy Allaire's recent activities in Seoul indicate a strategic shift for the company, moving away from issuing a Korean won-backed stablecoin and instead focusing on embedding itself as a key infrastructure provider within Korea’s financial and crypto ecosystem. Despite Korea accounting for nearly 30% of global crypto trading volume—with a market characterized by high retail participation and altcoin dominance—Circle has chosen not to compete for the role of stablecoin issuer. Instead, Allaire met with major Korean banks (including Shinhan, KB, and Woori), financial groups, leading exchanges (Upbit, Bithumb, Coinone), and tech firms like Kakao. This approach reflects a broader industry transition: the core of stablecoin competition is shifting from issuance rights to systemic positioning. With Korean regulators still debating whether banks or tech companies should issue stablecoins, Circle is avoiding regulatory uncertainty by strengthening its role as a service and technology partner. The company is deepening integration with trading platforms, building connections, and promoting stablecoin infrastructure. This positions Circle to benefit regardless of which entity eventually issues a won stablecoin. Allaire also noted the potential for a Chinese yuan stablecoin in the next 3–5 years, underscoring a regional trend of stablecoins becoming more regulated and integrated with traditional finance. Ultimately, Circle’s strategy highlights that future influence in the stablecoin market will belong not necessarily to the issuers, but to the foundational infrastructure layers that enable cross-system transactions.

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SpaceX has secured an option to acquire AI programming company Cursor for $60 billion, with an alternative clause requiring a $10 billion collaboration fee if the acquisition does not proceed. This structure is not merely a potential acquisition but a strategic move to control core access points in the AI era. The deal is designed as a flexible, dual-path arrangement, allowing SpaceX to either fully acquire Cursor or maintain a binding partnership through high-cost collaboration. This "option-style" approach minimizes immediate regulatory and integration risks while ensuring long-term alignment between the two companies. At its core, the transaction exchanges critical AI-era resources: SpaceX provides its Colossus supercomputing cluster—one of the world’s most powerful AI training infrastructures—while Cursor contributes its AI-native developer environment and strong product adoption. This synergy connects compute power, models, and application layers, forming a closed-loop AI capability stack. Cursor, founded in 2022, has achieved rapid growth with over $1 billion in annual revenue and widespread enterprise adoption. Its value lies in transforming software development through AI agents capable of coding, debugging, and system design—positioning it as a gateway to future software production. For SpaceX, this move is part of a broader strategy to evolve from a aerospace company into an AI infrastructure empire, integrating xAI, supercomputing, and chip manufacturing. Controlling Cursor fills a gap in its developer tooling layer, strengthening its AI narrative ahead of a potential IPO. The deal reflects a shift in AI competition from model superiority to ecosystem and entry-point control. With programming tools as a key battleground, securing developer loyalty becomes crucial for dominating the software production landscape. Risks include questions around Cursor’s valuation, technical integration challenges, and potential regulatory scrutiny. Nevertheless, the deal underscores a strategic bet: controlling both compute and software development access may redefine power dynamics in the AI-driven future.

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