火星早报|昨日今晨要闻 (8月14日)

marsbitPubblicato 2024-08-13Pubblicato ultima volta 2024-08-14

基金Mt.Gox债权人的资金偿还或已接近尾声

根据 Arkham Intelligence 的数据,一个可能属于 BitGo 的钱包收到了价值约 20 亿美元的 Mt. Gox 比特币,目前该钱包已将其中大部分资金转移到一个单独的钱包,此举可能预示着 Mt. Gox 债权人的偿还终于接近尾声。在7 月份的大部分时间里,Mt. Gox 一直在将价值数十亿美元的比特币转移到指定的加密货币交易所,包括Bitbank、 Kraken、 Bitstamp 和 SBI VC Trade,这些交易所负责将相关 BTC 分配给 Mt. Gox 债权人。

灰度推出MKR信托基金Grayscale MakerDAO Trust

灰度宣布推出专注于 MakerDAO 治理代币的新基金,新的封闭式基金 Grayscale MakerDAO Trust 将向合格的个人和机构认可投资者开放。与公司的其他单资产信托类似,该基金不允许直接提款,可能导致二级市场上的基金份额价格与基础资产价格之间的偏差。

Robinhood或将推出稳定币

Robinhood首席执行官Vlad Tenev强调区块链和代币化的巨大效率优势,Tenev认为金融服务的下一个转型将是越来越多的传统金融产品将进入区块链,在区块链上进行交易和托管。一些观察人士猜测,Robinhood可能会推出稳定币,因为Tenev提到海外人士想要使用美元,而稳定币是实现这一目标的最简单方式。鉴于Robinhood的收入中很大一部分来自利息,这或许是有道理的。

美联储9月降息50个基点的概率为46%

据CME“美联储观察”,美联储9月降息25个基点的概率为46%,降息50个基点的概率为54%。美联储到11月累计降息50个基点的概率为29.6%,累计降息75个基点的概率为51.2%,累计降息100个基点的概率为19.2%。

与英国首相有关的Meta广告中有43%是加密货币骗局

英国财政部前成员创立的分析机构Fenimore Harper发现,自英国大选以来,所有基于英国首相Keir Starmer的Meta广告中有43%与加密货币骗局有关。网络犯罪分子在250多个Meta广告中使用了Keir Starmer的深度伪造,旨在骗取受害者加密货币。

DZ Bank和G+D在内的四家德国公司联合推出代币化存款的离线M2M支付解决方案

四家德国公司,DG Nexolution、DZ Bank、Festo和Giesecke+Devrient(G+D)联合开发了一种新型原型解决方案,支持使用代币化存款的离线机器对机器(M2M)支付。这项技术是工业4.0的一部分,允许企业以按需使用的方式租用工业机器,而不需要直接购买。该解决方案旨在解决机器在无互联网连接的环境中进行支付的问题,例如在地下矿井或安全设施中。系统集成了两个数字钱包和智能卡,用于在机器间转移资金,以实现无需人工干预的支付。

灰度最新推出基于MakerDao的MKR加密信托基金,MKR应声涨超4%

灰度投资公司推出灰度MakerDAO信托基金,为投资者提供接触MKR的机会。该基金旨在减少DeFi对传统金融基础设施的依赖,通过提供无需许可、去中心化且开放的稳定币系统。该基金现已向符合条件的个人和机构投资者开放认购,但投资者应准备长期承担风险。灰度是全球最大的加密资产管理公司,拥有可靠的业绩记录和专业知识。欲了解更多信息,请关注@Grayscale或访问grayscale.com。

加密货币并未入选共和党20个核心竞选政纲,一览特朗普的所有加密货币承诺

特朗普在竞选连任时提出加密货币计划,承诺保障数字资产权利。共和党未将加密技术列入重点领域,但特朗普表示应倡导创新。他承诺解雇SEC主席,建立比特币战略储备,主导比特币挖矿。共和党提出数字资产法律框架,被视为行业胜利。特朗普呼吁美国生产所有剩余比特币,反对建立央行数字货币。他也承诺减轻暗网市场丝绸之路创始人罗斯·乌布利希的刑罚。

DWF Ventures 揭秘:2024 年亚洲区块链大会中的 TON 生态与台湾加密风云

2024年,台北举办ABS 2024和TON Open Summit,DWF Ventures分享了市场情绪、加密流动性、VC共识、TON生态系统和台湾加密社区的观点。市场情绪转向基本面,加密货币流动性无法跟上山寨币供应的增长。VC放慢投资速度,但DWF Ventures仍在寻找优质投资机会。币安上币对TON生态系统有利,开发者数量迅速增加,中国开发者在吸引用户方面创新。除了Tap-to-Earn游戏,TON的其他领域也值得关注,DeFi正在发展。台湾加密社区建设者数量超过VC,KOL文化在台湾特别受欢迎。

Letture associate

Foundation Steps Back, Ethlabs Steps Forward: Ethereum Undergoes Its Largest Restructuring in History

On June 23rd, the Ethereum ecosystem witnessed two major shifts, signaling a significant governance realignment. First, former Ethereum Foundation researchers established Ethlabs, a new independent non-profit. Backed by major ETH holders like Bitmine and SharpLink, Ethlabs aims to address practical needs for institutional adoption, including faster settlement, native asset issuance, cross-chain transactions, and mainnet scaling. Secondly, the Ethereum Foundation announced a major restructuring, laying off 54 employees (20% of its staff) to become a leaner entity focused on protocol governance and maintenance rather than being the primary builder. This move represents a pivotal correction. Criticisms had mounted over the Foundation's perceived slowness, lack of clear strategy, and over-reliance on Vitalik Buterin's influence. Ethlabs emerges as a more execution-oriented, "industrialized" layer focused on market adoption—bridging the gap between research and real-world use. Notably, Vitalik Buterin is absent from its list of supporters, interpreted as an intentional step to avoid excessive personal endorsement and allow the organization to build independent credibility. The Ethereum Foundation's downsizing and redefinition mark a retreat from its former central coordinating role. It now aims to share the "privilege of stewarding Ethereum" with other emerging groups like Ethlabs, the Ethereum Applications Guild, and The Ethereum Economic Zone. Analysts frame this dual shift as the Foundation ensuring Ethereum remains "correct" (credibly neutral), while Ethlabs must prove it remains "effective" (competitive and attractive for capital and adoption). This addresses community "shareholder-like anxiety" about ETH's market performance. While risks exist—such as concerns over shifting from Foundation centrality to large-holder influence—the consensus is that the greater risk for Ethereum was inaction, caught between technical idealism and organizational inertia. These steps aim to create a more multi-stakeholder, execution-driven future for the network.

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Foundation Steps Back, Ethlabs Steps Forward: Ethereum Undergoes Its Largest Restructuring in History

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Second Half of U.S. Crypto Policy: The Clarity Act Aims for 60 Votes, CFTC's "One-Person Commission" Becomes Biggest Variable

In a pivotal year for US crypto policy, the "CLARITY Act" is advancing in the Senate but faces a high hurdle, needing 60 votes to pass. Key challenges include bridging partisan divides on ethics and swaying undecided Republican senators within a tight legislative calendar of only about 40 working days. The policy "second half" involves intense negotiations on a broader framework for Web3 and DeFi, including crypto tax reforms and the Blockchain Regulatory Certainty Act. A significant uncertainty is the understaffed CFTC, operating with four commissioner vacancies, which complicates regulatory clarity. Meanwhile, the departure of key "crypto champions"—SEC Commissioner Hester Peirce and Senator Cynthia Lummis—will impact ongoing policy efforts. Industry experts are cautiously optimistic but realistic. Sara K. Weed notes that while progress is being made, CLARITY is unlikely to pass this Congress, pushing agencies like the SEC and CFTC to provide more guidance. Sulolit Mukherjee suggests meaningful crypto tax legislation is more likely to be attached to larger must-pass bills. Rashan Colbert discusses the jurisdictional debate over prediction markets, emphasizing the need for a regulatory framework that fosters their development as financial tools rather than treating them broadly as gambling. The clock is ticking, but opportunities remain for substantive progress through continued bipartisan dialogue and pragmatic efforts.

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Second Half of U.S. Crypto Policy: The Clarity Act Aims for 60 Votes, CFTC's "One-Person Commission" Becomes Biggest Variable

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Dan Koe's New Essay: Escaping the Fate of the Wage Slave, How to Survive the AI Replacement Wave?

Dan Koe argues that the true threat in the AI era isn't technology itself, but a reliance on others for one's livelihood and happiness. The core problem is "wage slavery"—spending life on unfulfilling work. To survive and thrive, one must escape this by building their own enterprise. The key is developing five elements: Agency (initiative), Taste (discernment), Persuasion, Persistence, and Iteration. These boil down to problem-solving skills and experiential knowledge, which cannot be learned passively but only through doing your own projects. The solution is to become "unemployable" by shifting your identity. This requires: 1) Radically changing your environment to force growth, 2) Choosing a medium (like content creation) that provides real feedback through trial and error, and 3) Mastering either code or, preferably, media (content). Content creation is more valuable because its subjective nature and need for human perspective create a durable advantage over generic AI output. To start, define your life's work by answering foundational questions about your innate knowledge, unique abilities, and contrarian beliefs. Then, immediately act by publishing your first piece of content. The cycle of creating, receiving feedback, and iterating is the essential path to developing the skills needed for an independent, meaningful career and financial resilience.

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Dan Koe's New Essay: Escaping the Fate of the Wage Slave, How to Survive the AI Replacement Wave?

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Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

Morgan Stanley raised its price target for SanDisk (SNDK) from $1100 to $1750 on June 22, maintaining an Overweight rating. The upgrade is driven by AI inference demand reshaping the NAND market, particularly for KV Cache and context window storage in cloud data centers. These cloud clients exhibit price inelasticity and sign long-term contracts, granting SanDisk significant pricing power. SanDisk's New Business Model (NBM) agreements, covering over one-third of FY27 bit shipments with 3-5 year terms and fixed price/price collar structures, are crucial. They are projected to sustain gross margins around 80% even at floor prices, providing a buffer against cyclical downturns. Morgan Stanley forecasts gross margins to surge from 30.3% in FY25 to 86.7% in FY27e. With NAND supply expected to remain tight into 2026/2027 and cloud/data centers becoming the largest end-market, SanDisk holds supply-side pricing power. The company targets 15-19% bit growth via technology transitions, not capacity expansion. Revenue is projected to grow ~6.6x from FY25 to FY27, with EPS rising from $2.74 to $14.73, driven by high-margin cloud business. Key upside catalysts include faster enterprise SSD adoption and edge AI growth. Downside risks involve slower industry growth, competitor capex increases, market share loss, and competition from Chinese players like YMTC. The investment thesis rests on AI-driven structural demand, NBM's margin protection, and sustained supply tightness. The $1750 target implies ~28x FY27e P/E.

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Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

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