星球日报 | 贝莱德否认申请iShares XRP信托；ZachXBT调查表示GROK涉嫌欺诈（11.14））

Odaily星球日报Pubblicato 2023-11-15Pubblicato ultima volta 2023-11-15

Introduzione

Aave已重新开放以太坊之上的V2市场

头条

一份看起来像是贝莱德对于 XRP ETF 的申请文件导致了 XRP 价格的暂时性上涨。该文件提交给了特拉华州公司部门，并在其网站上发布。文件包含了与类似贝莱德申报文件相匹配的细节，包括其注册代理的名称和地址。它与之前为比特币和 ETH 提交的文件类似，但提到的是 XRP。然而，一位贝莱德发言人确认，该申报文件与贝莱德无关。这份文件最初由 X 上的用户发现，其后在最初帖子发布的 30 分钟内，XRP 价格上涨了 12% 。继报道出该文件是伪造的，价格又回到了之前水平。

加密货币

ZachXBT 调查表示 GROK 涉嫌欺诈，GROK 短线暴跌逾 40%

知名链上侦探 ZachXBT 于 X 平台表示，GROK 系由骗子创建，该项目的官方 X 账户（ID： 1690060301465714692）曾重复用于至少一起骗局。受 ZachXBT 调查影响，GROK 短线暴跌，目前暂报 0.014 USDT，较今日最高点 0.025 USDT 已下跌约 44% 。

HashKey Exchange 将上线 LDO， 11 月 16 日开放交易

HashKey Exchange 宣布将面向专业投资者上线 LDO，现已开放充提，将于 11 月 16 日 16: 00 （UTC+ 8）开放交易，交易对为 LDO/USD。

FalconX 过去一周从币安提取总价值 2340 万美元的 IMX、LDO 和 MATIC

据 Lookonchain 监测，在过去一周里，FalconX 从币安总共提取 1000 万枚 IMX（约合 1214 万美元）、 340 万枚 LDO（约合 740 万美元）和 423 万枚 MATIC（约合 386 万美元）。

项目要闻

Aave 已重新开放以太坊之上的V2市场

Aave 已重新开放以太坊之上的V2市场。此前在 11 月 5 日，Aave 表示收到了有关其协议某些功能的问题报告。经社区开发者验证后暂停了以太坊之上的V2市场，以及 Arbitrum、Avalanche、Polygon、Optimism 上的V3市场。今日早些时候，所有V3市场均已恢复运营。

<a href="https://twitter.com/Starknet/status/1723988673518031130">Starknet 测试网将于明日开始迁移到 Sepolia，提醒开发者尽早进行迁移

Starknet 在 X 平台发文表示，在 Goerli 停用后，Starknet 将把测试网迁移到 Sepolia。Goerli 测试网将在 2023 年底停用，Starknet 鼓励开发者尽快迁移至 Sepolia 测试网。 Starknet 将于 2023 年 11 月 15 日开始迁移到 Sepolia 测试网。届时全节点、API 服务、SDK 和其他 Starknet 开发工具也将开始迁移到 Sepolia。因此，从 2023 年 11 月 15 日起，Starknet 敦促所有构建者尽早迁移到 Sepolia。Sepolia 测试网将支持所有 Cairo V 0、V2.0.0 以及更高版本。此前消息，Starknet 表示 V 0.13.0 主网拟于 2024 年 1 月 22 日推出，将支持 STRK 支付交易费用。

区块链质押服务提供商 stakefish 已停止支持 FLOW

区块链质押服务提供商 stakefish 宣布已停止对 Flow（FLOW）的支持。此前使用 stakefish 的 FLOW 质押者需重新委托给其他验证者质押，解除质押仍需遵守解质押期限规定。

投融资

Web3 K-Pop 公司 Modhaus 完成 800 万美元 A 轮融资，Sfermion 领投

Web3 K-Pop 公司 Modhaus 宣布完成 800 万美元 A 轮融资，美国风投机构 Sfermion 领投，SM Culture Partners、Laguna Investment、KDDI 开放创新基金 III 和 Foresight Ventures 等参投。据悉，Modhaus 成立于 2021 年 12 月，通过其 NFT 投票系统组建 K-pop 女子团体 tripleS。在 Modhaus 的 COSMO 应用上，粉丝可以购买 NFT 相片卡，这些卡片可用作投票令牌。Modhaus 表示，通过收集喜爱偶像成员的 NFT 格式相片卡，粉丝可以获得实用型代币，参与团体运营相关的决策，例如成员活动、主打歌曲、专辑封面拍摄地点的选择等。Modhaus 的目标是在韩国娱乐界引入更多基于区块链的应用场景。

zkEVM Kakarot 完成第二轮融资，Stake Capital 及 LongHash Ventures 领投

由 Starknet 推出的模块化 zkEVM Kakarot 宣布完成第二轮融资，Stake Capital Group 及 LongHash Ventures 领投，Eterna Capital、Fenbushi Capital、OKX Ventures、Foresight Ventures 等参投。本次融资金额并未对外披露。团队表示，本次募集资金将用于扩大团队并加快以太坊扩展解决方案的开发。今年 5 月，Odaily星球日报报道，ZK EVM Kakarot 完成 pre-seed 轮融资。

监管政策

APEC 财政部长会议将在旧金山会议上分享对加密货币的看法

美国财政部长珍妮特·耶伦在 11 月 13 日财政部长会议的开幕演讲中表示，他们将讨论“以长远为导向的重点领域”，重点强调可持续性。他们还将举行一次专门讨论供应方经济学的会议和一次关于数字资产的会议。耶伦特别提到了无担保加密资产、稳定币和中央银行数字货币。 “分享洞见并与私营部门接触使我们能够深化对政策制定者可用于促进数字资产负责任开发和使用的工具的理解，”耶伦说。她补充说：“我期待听到你们对数字资产和区块链技术在各自金融体系中的长期作用的看法，以及你们的管理当局计划如何处理对它们的开发和使用的监管监督。”

韩国金管局成立虚拟资产上币工作组，将于明年公布上币和下架指南

韩国金融当局计划于明年上半年发布虚拟资产上线和下架相关指南。韩国金融监督院（FSS）近日与外部专家组成了虚拟资产上线相关工作组（TF），开始制定“上线、维持上线状态、下架的标准规定”。

韩国金融监督院相关人士表示，计划在明年 7 月在《大多数资产使用者保护法》实施前几个月得出结论并向国会报告。

人物*声音

Greeks.live： 10 月底加仓卖方近日基本认亏出局，IV 不会快速回调

据 Greeks.live 宏观研究员 Adam 监测，在 10 月底短暂盘整期间加仓的卖方，这两天基本上认亏出局，现在应该没有太激进的卖方出现了。个人感觉 IV 不会快速回调，最大的波动率空头需要歇歇了。

香港立法会议员：呼吁机构积极考虑香港，市民应选择持牌交易平台

香港特区立法会议员吴杰庄在 X 平台表示，自特区政府开放虚拟资产政策以来，香港Web3政策取得了正面效果。他呼吁更多国际机构来香港了解投资和落地机会、积极考虑香港。还对相关投资者参与持牌机构的上市公司的投资表示欢迎。吴杰庄称，媒体还报道了个别无牌交易所，他呼吁市民应选择持牌虚拟资产交易所进行投资，在做投资决定时要充分了解相关产品和风险。

Letture associate

Won't US Stocks Ever Fall Again? The 'Great Melt-up' Trap in the Era of High Debt

The article analyzes a popular theory circulating online that the U.S. stock market may be mathematically incapable of a true, sustained decline due to the country's massive and growing national debt. The argument suggests that the government's only path to managing this debt is through inflation and money printing, which would nominally lift asset prices like stocks, creating a perpetual "melt-up." The author places this idea within the historical context of market melt-ups, such as the dot-com bubble and Japan's asset bubble, where prices detach from fundamentals driven by momentum and FOMO. While acknowledging that a high-debt environment creates incentives for inflation, which is generally favorable for assets over cash, the article refutes key claims of the online theory. It clarifies that interest payments are not about to exceed GDP, that printing money is not the only option for the government, and that stocks do not reliably rise in lockstep with hyperinflation, citing historical examples from Germany, Zimbabwe, and Venezuela. The more probable outcome, according to the author, is a prolonged period of financial repression—moderate inflation above interest rates that slowly erodes debt and cash purchasing power, leading to nominally higher asset prices but potentially lower real returns. The core warning is that while long-term market trends may be upward, this does not eliminate the risk of significant interim crashes (30%, 40%, or more) or guarantee real wealth creation during inflationary times. The conclusion advises against betting one's entire financial future on a smooth, perpetually rising market narrative. Instead, it recommends a disciplined, diversified strategy involving productive assets (stocks, real estate, some gold, short-term bonds) and an adequate cash buffer to avoid forced selling during downturns. The key takeaway is to avoid extreme concentration in expensive assets and leverage, and not to base investment decisions on the hope that every market dip will inevitably be rescued.

marsbit6 min fa

Won't US Stocks Ever Fall Again? The 'Great Melt-up' Trap in the Era of High Debt

marsbit6 min fa

The Fate of Digital Banks: No Fancy App Can Outshine a Banking License

The Fate of Digital Banks: A Flashy App is No Match for a Banking License The article argues that despite attracting billions of users with fee-free checking accounts and sleek apps, most "neobanks" struggle to be profitable because their core business—transaction fees—is inherently low-margin. The real profit engine of banking is lending (credit), which generates interest income. However, many early neobanks operated without their own banking licenses, which restricted their ability to lend at scale. Examples like Nubank, Revolut, and Chime illustrate the point. While they gained users with free accounts, their eventual profitability came from rolling out credit products. The piece highlights systemic risks for neobanks that rely on third-party infrastructure, citing the Synapse bankruptcy, which froze user funds and revealed the fragility of such models. The solution, according to the author, is obtaining a formal banking license, like the U.S. OCC's national trust charter. This provides regulatory backing, allows direct custody of funds, and eliminates dependency on intermediary partners. The trend is now evident in the crypto sector, where companies like Kraken, SoFi, and others are actively pursuing such licenses. The article concludes that while technology changes, the fundamental business logic of banking—profiting from lending—remains constant. Successful digital banks ultimately conform to this old model, just with better interfaces and fairer terms.

Foresight News14 min fa

The Fate of Digital Banks: No Fancy App Can Outshine a Banking License

Foresight News14 min fa

In the Name of Charity, For the Benefit of the Family: How the Trump Family Turns Philanthropy into Profit?

Charity for Profit: How the Trump Family Turned Philanthropy into Personal Gain Amid a recent controversy over misleading claims about his cryptocurrency company American Bitcoin, Eric Trump invoked his children's cancer charity as evidence of his good intentions. While his Curetivity foundation (formerly the Eric Trump Foundation) has donated over $25 million to St. Jude Children's Research Hospital, an investigation reveals a pattern of self-dealing and opaque practices that benefited the Trump family business. Internal documents show that from 2011 to 2016, over $500,000 from the charity was funneled back to Trump-owned properties for event costs, transactions often omitted from tax filings. This created clear conflicts of interest, with figures like former club manager and current White House aide Dan Scavino involved on both sides. Public claims of "one of the lowest expense ratios" were contradicted by records showing significant spending on entertainment, auctions, and transportation. Facing scrutiny in 2017, Eric Trump distanced himself from the board and rebranded the foundation. After a state investigation shifted focus to compliance rather than enforcement, he returned as the public face. Fundraising events, now less transparent, continue at Trump venues. Estimates suggest these events have directed over $1 million to the Trump Organization over two decades. The same playbook of optimistic claims and obscured financial realities is now evident in Eric Trump's role at American Bitcoin. He promoted it as a highly profitable venture with low mining costs, but reports indicate most Bitcoin was purchased with funds from constant stock issuance, not mined, with actual costs far higher than claimed. While the company's stock has crashed nearly 90% from its peak, Eric Trump's personal stake remains valuable. The recurring pattern involves aggressive public defense, legal maneuvering to bury records, making minimal changes to satisfy regulators, and eventually repackaging the venture to regain trust, often successfully.

marsbit23 min fa

In the Name of Charity, For the Benefit of the Family: How the Trump Family Turns Philanthropy into Profit?

marsbit23 min fa

Charity in Name, Family Gain in Reality: How the Trump Family Turns Philanthropy into Profit?

Summary: The article examines how the Trump family, particularly Eric Trump, has allegedly leveraged charitable and business ventures for financial gain. It details the operations of Eric's children's cancer charity (now Curetivity), which, despite donating over $25 million to St. Jude, reportedly funneled at least $500,000 back to Trump-owned properties for event costs between 2011-2016. These transactions, often undisclosed, involved clear conflicts of interest with Trump Organization employees on the board. Following media scrutiny and a state investigation, the charity reformed but continued holding costly fundraisers at Trump venues. The piece draws parallels to Eric's role at cryptocurrency company American Bitcoin (ABTC), where he promoted unrealistic mining cost savings. Investigative reporting revealed most Bitcoin was acquired through share dilution, with actual costs far higher than claimed, contributing to a ~90% stock price drop and significant investor losses, while insiders like Eric retained substantial wealth. The pattern identified involves using misleading rhetoric, opaque accounting, and legal strategies to navigate controversies, often deflecting criticism as political attacks before resuming operations with minimal substantive change.

链捕手31 min fa

Charity in Name, Family Gain in Reality: How the Trump Family Turns Philanthropy into Profit?

链捕手31 min fa

Bernstein Report: Agentic AI Will Transform CPU from Supporting Role to Leading Role, Bullish on Hygon Information

Bernstein research report: Agentic AI will turn CPUs from supporting players to leading roles, bullish on Hygon Information. Analysts led by David Dai argue that AI is transitioning from the chatbot era to the agentic AI era. Unlike simple query-response models, agentic AI involves complex workflows including retrieval, planning, tool calling, and multi-step reasoning. This shift dramatically increases the demand for CPU compute to orchestrate these tasks, manage memory, and prevent expensive GPU idling. The report forecasts that the GPU-to-CPU ratio in inference clusters will reverse from 8:1 in 2025 to 1:1 by 2029. In agentic AI workloads, CPUs could account for 50% of the compute, on par with GPUs. Consequently, the server CPU Total Addressable Market (TAM) is projected to surge from $37 billion in 2025 to $223 billion by 2030, representing a 6x expansion. Arm is identified as a key beneficiary due to its superior performance-per-watt and a strategic shift from IP licensing to designing its own chips, targeting $15 billion in chip revenue by 2030. Bernstein raises Arm's price target to $500. For x86 vendors, the report is Overweight on AMD (target $600) and Hygon Information (target CNY 450), citing leadership and strong growth in the Chinese market respectively. Intel's target is raised to $100, reflecting upgraded earnings assumptions. The analysis acknowledges significant supply-side risks, questioning whether foundry and memory capacity can support such rapid CPU growth. The optimistic demand forecast also heavily relies on Nvidia's guidance for over $1 trillion in annual AI infrastructure spend by 2027.

marsbit31 min fa

Bernstein Report: Agentic AI Will Transform CPU from Supporting Role to Leading Role, Bullish on Hygon Information

marsbit31 min fa

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