FameEX 加密货币每日晨报新闻丨8月15日, 2024

币界网Pubblicato 2024-08-15Pubblicato ultima volta 2024-08-15

币界网报道:

美国参议院计划在年底前通过加密货币监管法案

8 月 15 日,美国参议院多数党领袖查克・舒默在 Crypto4Harris 市政厅会议上表示,国会计划在年底前通过一项加密货币监管法案。他认为需要制定完善的立法制度,以促进创新,同时为行业提供常识性护栏,并强调国会有责任制定合理的监管政策。

数据显示,当前有超过 700 万个比特币地址处于亏损状态

IntoTheBlock 数据显示,目前有超过700万个比特币地址在现价与历史最高价之间买入并处于亏损状态。尽管比特币多次未能突破 70,000 美元大关,但随着其重返 60,000 美元以上,市场情绪仍然保持乐观。

由于经济增长超出预期,引发日本股市上涨

由于经济增长数据超出预期,引发日本股市上涨,澳大利亚股市也随之跟涨。美国方面,通胀数据增强了美联储下个月降息的预期。 Evercore 指出,美联储现在更关注劳动力数据而非通胀数据,未来的劳动力数据将决定降息力度。

美联储分析师:关于美国通胀的争论仍在继续

美联储分析师 Nick Timiraos 强调了和美国通胀有关的相关争论。一些人认为,2023 年末的温和走势是异常值,表明通胀尚未得到有效控制。其他人则认为,2024 年初的强劲数据也是一种异常值,中断了去年夏天开始的一系列靠近通胀目标的读数。

特朗普组织将公布加密货币计划,可能包括数字房地产

特朗普集团正准备推出一项新的加密货币计划。执行副总统埃里克·特朗普提到该项目将很快公布,但没有透露具体细节,称一旦“一切准备就绪”,就会公开宣布。他暗示该项目可能涉及“数字房地产”,使用者可以通过它借出借入资金。

MetaMask 推出基于区块链的借记卡,并在欧盟和英国启动试点

据报道,MetaMask 开始推出与 Mastercard 和 Baanx 合作开发的区块链借记卡。数千张首批数字借记卡将会面向欧盟和英国的部分试点用户。预计未来几个季度将会在其他地区进行更多的试点测试。

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

Tidal Investment: We Remain Bullish on the AI Industry Chain, But the Reasons Have Changed

Tidal Investment remains optimistic about the AI industry chain, but the rationale has shifted. The market narrative has changed. While recent large-scale IPOs (e.g., SpaceX) and major fundraising plans by tech giants like Alphabet and Meta have caused some nervousness, this isn't a sign of an AI peak. The focus has moved from the initial question of AI's viability to the sustainability of massive investment cycles. The key players—primarily the major cloud providers—are not slowing down; their capital expenditure (Capex) guidance for 2026 has been increased across the board (e.g., Alphabet to $180B, Amazon to $200B). This investment cycle is proving resilient and difficult to stop. Unlike traditional hardware cycles, current AI Capex is distributed across multiple physical layers—computing, memory, networking, and critically, power infrastructure. Bottlenecks are shifting from chips to elements like electricity, transformers, and cooling systems, which have much longer lead times and cannot be easily pre-built like fiber optics during the dot-com bubble. Supply chain data (e.g., Eaton's 240% YoY data center orders) confirms this broad-based, project-driven expansion. Market concerns are acknowledged but viewed differently. First, while Capex growth currently outpaces revenue growth, raising ROI questions, this mirrors the early scaling phase of cloud computing itself. A change in view would require concrete signals like downward Capex revisions or missed AI product targets, which haven't materialized by mid-2026. Second, comparisons to the 2000 dot-com bust are flawed. That crash was driven by a massive, parallel oversupply of cheap capacity (fiber). The current cycle faces *supply constraints* in critical, capital-intensive physical infrastructure that cannot be overbuilt as easily. In conclusion, the wave of fundraising reflects the next, more complex act of the AI story. Physical bottlenecks and sustained high Capex plans suggest this is not the finale but an ongoing, capital-intensive build-out phase. The script has changed, but the play is far from over.

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Tidal Investment: We Remain Bullish on the AI Industry Chain, But the Reasons Have Changed

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Tidal Investment: We Remain Bullish on the AI Industry Chain, But for Different Reasons Now

Tidal Investments remains optimistic about the AI industry chain, but the rationale has shifted. The market is concerned about massive concurrent fundraising by tech giants like SpaceX, OpenAI, Alphabet, and Meta, fearing an AI peak. However, the authors argue this signals the next act of AI development, not its end. Capital expenditure (Capex) from major cloud providers (Alphabet, Amazon, Meta, Microsoft, Oracle) continues to surge aggressively into 2026. This investment cycle is more resilient than past hardware cycles due to its scale and complexity. Bottlenecks have shifted from chips to critical physical infrastructure like power grids, transformers, cooling, and data center construction—areas with long lead times and limited capacity for rapid expansion. Supply chain data (e.g., Eaton's orders) confirms substantial, tangible progress. Key market concerns are addressed: 1. **ROI vs. Capex Growth**: While Capex growth outpaces revenue, the authors note cloud giants have historically overcome similar phases through scale. The cycle will only be in danger if Capex guidance is cut, orders are canceled, or AI product demand falters—none of which are currently observed. 2. **Comparison to the 2000 Dot-com Bubble**: Unlike the telecom bubble, where cheap, oversupplied fiber crashed prices, AI infrastructure (especially power) is constrained, customized, and subject to lengthy approvals, making a similar supply glut and crash unlikely. In conclusion, the wave of fundraising reflects the immense, ongoing capital needs for AI's next phase, constrained by slow-moving physical bottlenecks. The AI cycle is not over; the script has simply changed.

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Tidal Investment: We Remain Bullish on the AI Industry Chain, But for Different Reasons Now

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Grayscale: These 15 Profitable Crypto Protocols Are Severely Undervalued

Grayscale Research identifies 15 top-revenue crypto protocols trading at significant valuation discounts, with many at single-digit or even 1x revenue multiples. Protocols like Pump.fun, PancakeSwap, and Meteora have market capitalizations roughly equal to their annual revenue. The report argues these financially-focused protocols (DEXs, lending, staking) are fundamentally undervalued and could benefit from the potential passage of the CLARITY Act, expected as soon as next month. This legislation aims to clarify digital asset regulation, potentially reducing institutional barriers and driving on-chain activity. The analysis breaks down the protocols into three groups: the "1x Club" (market cap ≈ revenue), mid-tier protocols with 3-9x multiples (e.g., Aave, Lido, Jupiter), and high-multiple protocols like Hyperliquid (15x) and Uniswap (37x), where valuation reflects future potential rather than current cash flows. Grayscale applies a traditional DCF model to Aave, suggesting a one-year price target of ~$175, representing ~130% upside from current levels. The report notes a risk-off macro environment since the Iran conflict has further compressed valuations, creating a potential entry window. The conclusion highlights that while the valuation data presents an intriguing opportunity, the investment thesis is contingent on the CLARITY Act's passage and subsequent institutional capital flows. Investors are cautioned to consider Grayscale's inherent conflict of interest as a crypto asset manager with products tied to these assets.

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Grayscale: These 15 Profitable Crypto Protocols Are Severely Undervalued

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Sam Altman's Personal Alchemy of Wealth: Investing in 400 Companies, Over 10 Deeply Tied to OpenAI

The article investigates Sam Altman's personal wealth strategy, centered around his investments in approximately 400 companies while serving as OpenAI's CEO. Despite not holding direct equity in OpenAI, Altman has built a vast portfolio, with at least 10 of his investments having commercial ties or ongoing negotiations with OpenAI. This creates a complex network of potential conflicts of interest, drawing scrutiny from U.S. congressional committees and state attorneys general. Key investments highlighted include the anti-aging startup Retro Biosciences (valued at $258 million for his stake as of late last year) and the chipmaker Cerebras, whose value soared following an OpenAI procurement deal. His most significant financial gain is linked to the nuclear fusion company Helion, where a recent funding round reportedly increased his stake's value to at least $4.1 billion. The article details a decade-long relationship between Altman, Helion, and OpenAI, including a controversial non-binding power purchase agreement and Altman's efforts to secure investments from OpenAI and its backer SoftBank for Helion. Other points include internal investigations at Tools for Humanity (developer of Worldcoin) and OpenAI's massive contracts with tech giants like Nvidia. According to Forbes, Altman's net worth is around $3.4 billion, ranking him 1251st globally—a rise of over 1400 places since 2024. OpenAI's board states that Altman's external dealings are transparent and potential conflicts are carefully managed.

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Sam Altman's Personal Alchemy of Wealth: Investing in 400 Companies, Over 10 Deeply Tied to OpenAI

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