【一周靓文】市场恐慌消退,机会或正显现

火币资讯Pubblicato 2023-03-18Pubblicato ultima volta 2023-03-18

Introduzione

一周靓文,回顾过去一周最值得关注的热点文章,帮您快速理解市场动态。

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、FUD惊魂

《比特币跌破20000美元,硅谷银行连累了加密市场?》

加密货币基金管理公司 BitBull Capital 的首席执行官 Joe DiPasquale 则做出分析: “ Silvergate 是比特币下行测试的几个因素之一。除此之外,FOMC 的进一步加息和股市走软、SEC 的审查,都在促进市场下行。综合来看,市场继续收紧并重新测试支撑位。正如我们自 1 月以来所说,我们相信,在再次上涨之前,BTC 将测试 2 万美元以下的支撑位。我们认为 1.8 万美元将是下一个主要支撑水平。”

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《惊魂一周,加密行业的「危机」或才开始》

综合来看,今年真正的「黑天鹅」或许仍未到来,加密市场大概将继续接受考验。而从周期角度看,明年有人已经描绘了一个美好的愿景,从高盛的分析看,美联储将在 2024 年降息一次;而比特币下一次减半预计发生在 2024 年 4 月 20 日,如果历史重演,根据 Plan B 的数据模型计算,那么在下一个减半之前比特币将涨到 3.6 万美元,之后涨到 14.9 万美元。这两个周期叠加,我们似乎有理由怀揣对明年的期待,至于今年,请一定小心谨慎。

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2、市场反弹

《2008与2023银行业暴雷对比及加密投资机会》

近期银行业危机和硅谷银行的快速倒闭,很容易让人联想到2008年金融危机中破产的雷曼兄弟银行。那这两次银行业暴雷有什么异同,对加密市场而言又蕴含着怎样机会呢?

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《Silvergate、SVB 和 Signature 倒下,加密公司寻找银行「后浪」》

在 Silvergate Bank、硅谷银行(Silicon Valley Bank:SVB) 和 Signature Bank 三个著名的加密银行合作伙伴突然倒闭后,加密初创公司寻求扩展新的银行业务,这包括 Mercury、Brex 和 Customers Bank 等替代银行服务。

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3、捕捉风口

《【研报精选】USDC差点暴雷,哪些稳定币大有可为?》

旧有的USDC和DAI出现了脱钩,没有脱钩的USDT则一直无法证明自己的代币有足额的现金抵押。在老牌稳定币陷入信任危机的同时,我们不妨把目光转向新兴的去中心化稳定币项目。

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《【研报精选】一文读懂以太坊质押提款的工作原理》

由于上海升级将在今年上半年启动,所以值得注意和理解什么是提款,其工作机制,以及这个新特性的使用方法。

提款功能将随着上海升级推出,自从共识链启动以来第一次使用户的共识奖励变得可用。一旦设置好之后,它们就会自动地为任何验证者所用。

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Letture associate

Bitcoin Panicking? Mythos Cracks Post-Quantum Cryptography Algorithm in 60 Hours

Claude Mythos Preview, a new AI system from Anthropic, has made significant breakthroughs in fundamental cryptanalysis, targeting the mathematics underlying algorithms rather than just implementation bugs. Its first target was HAWK, a candidate in the NIST post-quantum signature standardization process. Mythos identified a previously unexploited symmetry (a nontrivial automorphism) in the lattice structure of HAWK, effectively halving its effective key strength. It achieved this feat in just 60 hours, a task that had eluded two years of human expert review. Crucially, the human operator was not a lattice cryptography expert, primarily managing the project while AI agents debated and discovered the attack path. Its second, more dramatic achievement was against a simplified 7-round version of AES-128, the world's most widely used symmetric encryption algorithm. Initially reluctant, stating the task was "impossible," Mythos was prompted to "try novel ideas." It then autonomously rewrote its own agent framework and proceeded to discover a novel attack method it named "Möbius Bridge." This technique bypasses a critical 256-guess step in previous "meet-in-the-middle" attacks, resulting in a speedup of 200-800 times. Both findings are currently "harmless"—HAWK is not deployed, and full AES-128 remains secure. However, the process reveals a profound shift. Mythos completed the AES discovery in about a week, while human researchers spent nearly a month verifying its correctness. This highlights a new bottleneck: the rate of AI-driven discovery may soon outpace human capacity for verification. The research concludes with a pressing, unanswered question: what happens when such an AI finds a critical flaw in a widely deployed, real-world cryptosystem?

marsbit6 min fa

Bitcoin Panicking? Mythos Cracks Post-Quantum Cryptography Algorithm in 60 Hours

marsbit6 min fa

From Computing to Storage: The Two-Dimensional Semiconductor Industry Chain is Taking Shape

The article "From Computing to Storage: The 2D Semiconductor Industry Chain is Taking Shape" discusses the rise of two-dimensional (2D) semiconductors as a pivotal material in the post-Moore era. As silicon-based chips approach physical limits, 2D semiconductors like molybdenum disulfide (MoS2), offer atomic-layer thinness and superior electrical properties, making them a promising non-silicon alternative for advanced nodes beyond 1nm. Globally, industry leaders like TSMC, Intel, and Samsung, along with research institutes like IMEC, are actively investing in this field. Domestically in China, significant progress is being made across the entire supply chain, from material production and equipment R&D to chip integration and ecosystem development. **Key highlights include:** * **Material & Equipment Breakthroughs:** Chinese research teams and companies like Jimo Xin Technology have achieved mass production of 6-inch and 8-inch 2D semiconductor single-crystal wafers using domestically developed equipment like Oxy-MOCVD. This addresses the critical challenge of large-area, high-quality material growth. Breakthroughs have also been made in p-type 2D materials (e.g., MoSi2N4) and wafer-scale ferroelectric thin films, essential for building complementary circuits and low-power transistors. * **Engineering Ecosystem Formation:** A landmark 8-inch 2D semiconductor pilot line in Pudong has become fully operational, bridging the gap between lab research and industrial manufacturing. The release of a Process Design Kit (PDK) compatible with mainstream EDA tools further connects design and fabrication, supporting wafer-level manufacturing of complex circuits. * **Expanding Application Landscape:** Applications are expanding from logic computing to memory. Chinese researchers have developed pioneering 2D semiconductor-based microprocessors, including a 32-bit RISC-V CPU and a higher-density multi-bit parallel processor. In memory, 2D materials' ultra-low leakage current enables DRAM with exceptionally long data retention and advances toward single-electron non-volatile storage. 2D semiconductors also show unique potential in RF circuits, radiation-hardened communications, flexible electronics, and quantum computing. In conclusion, the 2D semiconductor industry in China is rapidly advancing from laboratory research into the engineering validation and small-batch production phase. A complete industrial chain covering materials, equipment, manufacturing, design, and application is初步 forming, positioning the sector as a new competitive dimension in the global semiconductor landscape.

marsbit12 min fa

From Computing to Storage: The Two-Dimensional Semiconductor Industry Chain is Taking Shape

marsbit12 min fa

Coinbase and Robinhood Vie for the Next Phase of Cryptocurrency Market Evolution Ahead of Earnings Reports

Coinbase and Robinhood are set to report their Q2 2026 financial results this week, with the outcomes serving as key indicators for the future direction of the crypto market. While both companies have grown from their 2021 IPOs—Coinbase as a dedicated crypto exchange and Robinhood as a commission-free brokerage that expanded into crypto—their paths are now converging in competition. Analysts project Robinhood to report a profit of about $0.40 per share on ~$1.25B revenue, while Coinbase is expected to post a loss of ~$0.36 per share on ~$1.3B revenue. Despite similar revenue figures, investors value Robinhood more highly, viewing it as a diversified fintech firm rather than a pure-play crypto company. This perception has been reinforced as Robinhood gained retail trading market share, with its quarterly trading volume growing from ~$261B in early 2024 to over $704B in Q1 2026, outpacing Coinbase's growth to ~$517B. Both companies are investing heavily in blockchain-based financial infrastructure, such as tokenized stocks and stablecoins, to build more sustainable revenue streams beyond transaction fees. Coinbase has successfully reduced its reliance on trading fees, with subscription/service revenue and stablecoin revenue seeing significant growth. However, over half of its subscription revenue is tied to USDC, exposing it to new competition from banks and payment processors launching rival stablecoins. Robinhood is pursuing a global expansion strategy, recently launching its own layer-2 blockchain (Robinhood Chain) and offering tokenized U.S. stocks in over 120 countries. Its revenue is more diversified, with crypto assets making up only about 12% of its total, which helps explain its premium valuation compared to Coinbase. The upcoming reports will reveal which company's strategy is gaining more traction in shaping the next phase of crypto market evolution.

cryptonews.ru16 min fa

Coinbase and Robinhood Vie for the Next Phase of Cryptocurrency Market Evolution Ahead of Earnings Reports

cryptonews.ru16 min fa

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