FameEX 加密货币每日晨报新闻丨8月13日, 2024

币界网Pubblicato 2024-08-13Pubblicato ultima volta 2024-08-13

币界网报道:

哈里斯在民调中领先特朗普或利空加密货币市场

伯恩斯坦分析师认为,哈里斯在多项民意调查中支持率领先特朗普,这可能是近期比特币下跌的主要诱因。分析师表示,当前对加密货币市场情绪的解读规则是,特朗普领先为看涨,哈里斯领先为看跌。

迄今为止,美国比特币现货 ETF 吸引了超 190 亿美元的资金

彭博 ETF 分析师埃里克・巴尔丘纳斯指出,尽管近期比特币价格一直处于下跌状态,但其现货 ETF 今年迄今为止已吸引创纪录的 190 亿美元资金净流入。即使在考虑所有因素之后,这种强劲的表现也凸显了比特币 ETF 的韧性和投资者的持续兴趣。

美国投资者将继续为加密货币市场提供流动性和支持

8 月 12 日,QCP Capital 表示,尽管比特币价格出现了强劲的反弹,但仍难以稳定在 6 万美元以上。今年前两次大幅回调后,BTC 价格在一个月内曾反弹至 7 万美元以上。随着贝莱德 ETF 资金的持续流入,美国投资者预计将会持续提供流动性和支持。

加密货币活动激增:DeFi、桥接交易量和稳定币供应量创历史新高

链上分析师 Peter Schroeder 分享的 Artemis 数据表明,过去一周加密货币的活动有所回升。 8 月 5 日,DeFi 交易量达到 2023 年 3 月以来的最高水平,成为 DeFi 领域三年来第四活跃的一天。桥接交易和永续合约交易量也创下 2023 年 3 月以来的最高水平,而稳定币供应量也创下历史新高。

调查显示 9% 的民主党人可能在明年投资加密货币

Paradigm 发布的一份民意调查报告显示,有 9% 的民主党人表示他们“非常有可能”在明年投资加密货币。此外,有 13% 自称是民主党登记选民的人表示,他们尚未决定是否在即将到来的选举中支持哈里斯,这表明党内对她的候选资格存在一定程度的不确定性。

Tether 进军人工智能领域,挑战微软、谷歌和亚马逊

Tether 首席执行官 Paolo Ardoino 宣布,Tether 目前正在进军人工智能等新领域,旨在与微软、谷歌和亚马逊等巨头竞争。据悉,该公司已收购了神经植入初创公司 Blackrock Neurotech 的多数股权,并投资了数据中心运营商 Northern Data Group,后者的基础设施支持 AI 模型的训练。 

免责声明:本节提供的信息仅供参考,不代表任何投资建议或FameEX官方观点。

Letture associate

Can You Really 'Get' Your Gold? The Custodial Geography Blind Spot Behind Tokenized Gold

The article challenges the common perception that tokenized gold is a globally uniform asset class, arguing that its true value and functionality are intrinsically tied to the physical location and legal jurisdiction where the underlying gold is stored. Unlike stablecoins, whose value is based on fungible financial assets like treasury bills, tokenized gold represents a legal claim to a specific physical asset in a specific location. This makes the geography of custody not a minor detail, but a core component of the asset itself. The price stability of a tokenized gold product is maintained not by technology, but by arbitrage mechanisms that require the efficient, low-cost redemption of physical gold. This arbitrage is only feasible if the gold is stored in the same region as the user, avoiding complex cross-border logistics, legal hurdles, and delays that can erase profit margins. Consequently, the credibility of a product's price peg depends on the efficiency of its local redemption infrastructure. The author posits that tokenized gold will not converge into a single global market but will instead become regionalized. For institutional users in places like Singapore or Hong Kong, gold stored locally—within their familiar legal, regulatory, and market infrastructure—is a fundamentally different and more usable asset than gold stored in London or Zurich. This local embeddedness is critical for practical uses like serving as collateral or passing regulatory audits. The central question for investors shifts from "Is this token backed by gold?" to "Can I actually *get* the gold when it matters?" The article concludes that the ultimate test of a tokenized gold product is not its stated backing but its practical accessibility within the user's own market and legal system during a crisis.

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Can You Really 'Get' Your Gold? The Custodial Geography Blind Spot Behind Tokenized Gold

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Summary of Kevin Warsh's Past Remarks: How Will This Prospective 'New Head' Upend the Fed?

Kevin Warsh, nominated by President Trump to replace Fed Chair Powell, is poised to introduce sweeping reforms at the Federal Reserve. His agenda includes structural changes, advocating for lower policy rates, a fundamentally new approach to inflation, a significantly smaller balance sheet, safeguarding Fed independence, narrowing the Fed’s mandate, improving coordination with the Treasury, and reducing communication “noise” from policymakers. Warsh has criticized current monetary policy as “broken” and called for “fundamental regime change,” arguing that continuity is meaningless when the Fed has lost credibility. He believes interest rates should be lower and that a smaller balance sheet would help achieve that, describing the current one as “multiple trillions of dollars larger than necessary.” On inflation, he attributes its rise to cognitive errors at the Fed—including overreliance on flawed models, neglect of money supply, and blaming external factors rather than excessive government spending. He also suggests AI could lead to a structural decline in prices. He strongly defends Fed independence as its “most important asset” and warns against mission creep, which he says risks its core objectives and increases political vulnerability. He proposes closer coordination with the Treasury to align balance sheet and debt issuance plans, clarifying expectations for markets. Regarding communication, Warsh supports transparency but criticizes the current “cacophony of voices” and “forward guidance” that creates ambiguity. He has urged Fed officials to speak less frequently to avoid market confusion.

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Summary of Kevin Warsh's Past Remarks: How Will This Prospective 'New Head' Upend the Fed?

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