参会指南:1月日本Web3活动一览

Odaily星球日报Pubblicato 2023-12-27Pubblicato ultima volta 2023-12-27

Introduzione

日本东京正在成为 Web3 项目方真正的肉身办公地。

原文标题:《活动速递丨 1 月日本 Web3 活动参会指南》

原文来源:AB (Kuai, Dong)(X:@@_FORAB)

与其它城市不同,日本东京可谓是亚洲 Web3 之城,每个月至少 10 个公开活动,围绕 NFT、公链、艺术和元宇宙,这里正在成为 Web3 项目方真正的肉身办公地。

1 月 9 日 大阪 日本文化&RWA 19: 00-20: 30 

要点:FinGATE 举办,CoinDesk Japan、平和不动产等

地点:大阪中央 日本桥茅场町 1 丁目 8-1 

活动详情:https://peatix.com/event/3795363/view

参会指南:1月日本Web3活动一览

1 月 10 日 东京 Web3 公司审计&STO 18: 00-20: 00 

要点:日本加密货币协会、会计师协会等举办

地点:东京千代田 公认会计士会馆 地下 1 层

活动详情:https://cryptocurrency-association.org/news/main-info/20231218-001/

参会指南:1月日本Web3活动一览

1 月 12-14 日 东京 DIG SHIBUYA 

要点:涉谷区政府举办,@verylonganimals @CryptoBeerPunks 等 NFT 项目

地点:东京涉谷 渋谷神南 1-23-10 4 F

活动详情:https://t.co/GBORzs3HeG

参会指南:1月日本Web3活动一览

1 月 20 日 东京 錦鯉 NFT 新年会 10: 00-20: 30 

要点:NFT 项目 @nishikigoiNFT 举办,@Joi、Hashed 等参加

地点:东京涉谷 デジタルゲートビル 2 F

活动详情:https://nishikigoinft-newyear-meetup.peatix.com/

参会指南:1月日本Web3活动一览

1 月 21 日 东京 NEO SERIES 13: 00-17: 00 

要点:NFT 项目 @NEONFTPROJECT 举办

地点:东京品川 Tunnel Tokyo

活动详情:https://lu.ma/neoseries2023final

参会指南:1月日本Web3活动一览

1 月 21 日 名古屋 Creatures x NFT 13: 00-17: 00 

要点:@RiBOX 15 @NiwaEels @landsea_monstar @cookie_kurimaro 等 NFT 和 KOL

地点:名古屋西区 Madanasaso 2 层

活动详情:https://ikimono-nft.peatix.com/

参会指南:1月日本Web3活动一览

1 月 25 日 东京 AStar 2.0 峰会 16: 00-20: 00 

要点:日本公链 AStar、OKCoin Japan、Polygon、TEAMZ

地点:东京港区 立産业振兴センター 11 阶

活动详情:https://prtimes.jp/main/html/rd/p/000000018.000073525.html

参会指南:1月日本Web3活动一览

1 月 26 日 东京 GMO 涉谷 FUTURE 17: 00-22: 30 

要点:GMO 集团 + 日本头部项目 + DJ Steve Aoki

地点:东京涉谷 渋谷フクラス

活动详情:https://www.gmo.jp/news/article/8738/

参会指南:1月日本Web3活动一览

1 月 28 日 京都 国际电影节 x AI / NFT 13: 00-17: 30 

要点:活动内关于 AI 和 NFT 的电影 IP 分场

地点:京都 京都文化博物馆本馆 6 F

活动详情:https://crossmedia.kyoto/kyoto-xr/

参会指南:1月日本Web3活动一览

原文链接

Letture associate

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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Why Is the World Nervous About Japan Raising Interest Rates?

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

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