所有人都在关注美联储的演讲:加密货币市场未来一周需要关注的三件事

币界网Publicado a 2024-08-19Actualizado a 2024-08-19

币界网报道:

股市已经显示出复苏的迹象,但加密货币市场则不然,因为加密货币市场面临着巨大的阻力。

波动性可能再次上升,因为除了经济数据报告外,所有人的目光都将集中在本周的联邦公开市场委员会(FOMC)会议和纪要上。

8月19日至23日经济活动

本周的第一个经济事件是周三的联邦公开市场委员会会议,会上将讨论7月份会议的纪要和政策决定。

这篇文章深入介绍了美联储的政策前景,并包括委员会成员对货币政策立场的详细信息。他们还将深入了解他们对未来经济形势和趋势的看法。

8月份的标准普尔全球制造业和服务业采购经理人指数报告将于周四发布。这些报告提供了美国制造业和服务业的商业状况,这些状况代表了整体经济状况。

政策制定者将这些报告作为反映整体经济趋势的前瞻性指标。

周五,美联储将再次发表演讲。主席杰罗姆·鲍威尔将在杰克逊霍尔经济政策研讨会上登台,该研讨会是怀俄明州为央行行长、政策专家和学者举办的年度全球论坛。

预计他的演讲将为9月份的预期降息以及未来几个月的降息幅度奠定基础。

最近的经济数据报告显示,通货膨胀率继续朝着美联储2%的目标下降,消费者支出保持不变,失业率没有恶化。

美国银行证券经济主管Michael Gapen在周五给客户的一份报告中写道:“最近的数据流与我们的软着陆预测一致。”。

加密货币市场展望

虽然科技股已经触底反弹,但加密资产一直疲软。

总市值当天下跌1.3%,至2.17万亿美元,但自本月早些时候市场大幅下跌后回升至2万亿美元以来,仍处于区间震荡状态。

比特币无法保持在60000美元以上,在周一上午的亚洲交易时段已回落至58700美元左右。

以太坊的表现稍好一些,当天小幅上涨,在撰写本文时交易价格为2642美元。

Lecturas Relacionadas

Just now, DeepSeek V4 updates with DSpark, improving inference speed by 80%

DeepSeek has updated its DeepSeek V4 model with the DSpark speculative decoding framework, achieving a significant 60-85% speedup in generation for Flash models and 57-78% for Pro models while maintaining the same overall throughput. This engineering-focused update, rather than a core architectural change, introduces DSpark to address latency and throughput bottlenecks in high-concurrency production environments. DSpark combines high-throughput parallel generation with adaptive load-aware verification. Its key innovations include a semi-autoregressive generation architecture to model dependencies within token blocks and a hardware-aware confidence-scheduled verification system. This system uses a confidence head to predict token acceptance probabilities, allowing it to dynamically optimize verification length per request and allocate compute only to tokens with the highest expected payoff. The asynchronous scheduler is designed for real-world deployment, ensuring zero-overhead scheduling and continuous CUDA graph replay while preserving the target model's output distribution. In tests across mathematical reasoning, code generation, and daily dialogue, DSpark outperformed state-of-the-art models like Eagle3 and DFlash, increasing average acceptance length by 26.7%-30.9% and 16.3%-18.4% respectively on Qwen3 target models. DeepSeek also open-sourced DeepSpec, a full-stack codebase for training and evaluating speculative decoding draft models, providing a standardized toolkit that includes data preparation tools, model implementations, training code, and evaluation scripts.

marsbitHace 3 hora(s)

Just now, DeepSeek V4 updates with DSpark, improving inference speed by 80%

marsbitHace 3 hora(s)

BIT Research: The 2028 Halving Is Not the End, the Real Shake-Up of the Bitcoin Mining Industry Is Just Beginning

The Bitcoin mining industry is undergoing its most complex structural adjustment since inception. Despite Bitcoin's price holding near $61,000 and the network hash rate approaching a record 1 ZH/s, miner profitability is deteriorating. The industry is operating close to its breakeven point, with the 2028 halving expected to accelerate consolidation. The challenges extend beyond the halving's subsidy reduction; the industry's revenue model has yet to successfully transition towards a fee-driven structure. Increasingly, mining companies are evolving from simple Bitcoin producers into infrastructure and energy operators, including providers of AI/HPC computing power. Competition is shifting from pure hash rate expansion to business model upgrades. Economic pressure is evident. The theoretical daily mining revenue at current prices is around $78 million, yet the actual figure is only about $33 million—a 136% gap. Transaction fees remain low at roughly $220k daily, far below historical implied levels. With a current estimated industry-wide breakeven price near $65,000, mining alone is struggling to generate ideal profits. The 2028 halving is projected to push the fundamental production cost floor to approximately $93,289. This will likely accelerate a shift towards consolidation among larger, well-capitalized miners with diversified revenue streams. Competitive advantage will belong to institutionalized players with access to low-cost energy, AI/HPC hosting operations, and stronger balance sheets. In essence, Bitcoin mining is transitioning from a "mining business" to an "infrastructure business." Future profitability and resilience will depend less on block rewards and more on diversified income sources like energy management and computational infrastructure services. For investors, the key question is not the halving itself, but which miners can successfully navigate this business model transformation.

marsbitHace 4 hora(s)

BIT Research: The 2028 Halving Is Not the End, the Real Shake-Up of the Bitcoin Mining Industry Is Just Beginning

marsbitHace 4 hora(s)

This is How God Karpathy Uses Claude?

Andrej Karpathy, a prominent figure in AI, has reportedly joined Anthropic, leading to a noticeable decrease in his open-source contributions and social media activity. A document claiming to be his personal "CLAUDE.md" file—a set of instructions for the Claude AI to follow within a specific codebase—has been circulating online. While its authenticity is unverified, the content aligns closely with Karpathy's publicly shared principles on effective AI-assisted programming. The document outlines key rules for AI coding assistants, emphasizing the importance of reading existing code thoroughly before writing new code to maintain consistency. It advises against over-engineering, advocating for simple, surgical modifications that match the project's existing style. Other guidelines include clarifying assumptions upfront, writing meaningful tests, thoughtful debugging, and carefully considering dependencies. The core message is that these principles help prevent common AI coding failures, such as introducing unnecessary abstractions, style drift, or making invisible architectural decisions. The community has noted that even experts like Karpathy require detailed instructions to guide AI effectively, akin to managing a junior developer. A related GitHub repository, "andrej-karpathy-skills," which encapsulates these ideas, is reported to significantly reduce Claude's code error rate. Ultimately, the advice stresses that the best CLAUDE.md is tailored to one's own tech stack and coding practices.

marsbitHace 4 hora(s)

This is How God Karpathy Uses Claude?

marsbitHace 4 hora(s)

Trading

Spot
活动图片