随着美元上涨,股市下跌,加密货币在美联储降息前仍停滞不前

币界网Pubblicato 2024-08-22Pubblicato ultima volta 2024-08-22

币界网报道:

周四,股市遭受重创,美元走强,交易员焦急地等待美联储确认降息即将到来。

对美国股市来说,这是艰难的一天,科技股拖累了主要股指。道琼斯工业平均指数下跌0.43%,收于40712点。标准普尔500指数也没有好多少,下跌0.89%,至5570点,而纳斯达克综合指数下跌1.67%,收于17619点。

另一方面,美元从最近的暴跌中反弹。在美联储主席杰罗姆·鲍威尔即将于周五发表演讲之前,美元上涨了约0.4%。

上周,美国新的失业申请人数增加,加剧了劳动力市场缓慢降温的局面。商业活动也显示出放缓的迹象,通货膨胀似乎正在失去动力。

这些指标给了美联储更多的空间来改变其对创造就业机会的关注,这可以解释最近住房贷款利率下降的原因。

上个月,较低的利率已经引发了比预期更大的现房销售复苏,暗示了美联储的决定对不同行业的影响。

但这里真正的故事是美元如何在全球经济中定位自己。随着全球央行关注美联储的举措,一些央行已经暗示了他们的下一步行动。

例如,韩国央行最早可能在10月降息,印尼央行也计划在第四季度降息。尽管如此,每个人的目光都集中在美联储身上,因为美国的宽松周期似乎比其他国家有更大的运行空间。

Stocks dip as dollar gains and crypto stays stuck ahead of Fed rate cuts

不幸的是,在传统金融世界上演戏剧之际,加密货币似乎陷入了泥沼。加密货币的总市值略有上升,升至约2.14万亿美元,在过去24小时内增长了1.76%。

但比特币仍然无法突破6万美元。相反,它保持在58870美元,下降了2.28%。以太坊也没有太大波动,交易价格约为2619.90美元,在过去24小时内小幅上涨1.02%。衡量市场情绪的恐惧和贪婪指数为中性50。

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In the AI Era, What's Left for Bitcoin?

As Bitcoin falls below $60,000, the author reflects on the relationship between AI and Bitcoin, seeing them as two sides of the same coin. In the AI era, the cost of generating content has plummeted, making fake text, images, and videos increasingly easy and cheap to produce. This has led to a fundamental shift: while AI dramatically lowers the cost of information production, it also undermines trust and authenticity online. What becomes truly valuable is not more content, but the ability to verify what is real—"verifiability." This perspective offers a new lens for Bitcoin. Its massive energy consumption, often criticized as wasteful, is reinterpreted. While AI burns energy to enhance "capability" and efficiency, Bitcoin burns energy to produce "verifiability." Its purpose is not to be trusted but to enable a system where no trust in intermediaries—banks, platforms, or developers—is needed. Every transaction and the entire ledger's history is secured by cryptography and a decentralized network of nodes, making it independently verifiable. AI cannot forge a transaction on the Bitcoin network because the system is designed for proof, not generation. The author draws a historical parallel to the Renaissance: the printing press drastically reduced the cost of copying knowledge, while double-entry bookkeeping reduced the cost of trust in commerce. Today, AI is the new printing press, reducing content creation costs to near zero. Blockchain, and Bitcoin as its pioneer, may be the modern equivalent of double-entry bookkeeping—a foundational technology for verifying digital asset ownership and historical records without centralized authorities. Thus, AI and blockchain are not competitors. AI lowers the cost of creation; blockchain lowers the cost of verification. In an age where AI can generate anything, true scarcity may lie not in more content, but in independently verifiable facts. Whether the market will reprice Bitcoin accordingly remains uncertain, but its core value proposition as a "machine for producing verifiability" becomes strikingly relevant.

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In the Age of AI, What's Left for Bitcoin?

Author: Sevclub, Seven Research Amid Bitcoin's recent drop below $60k, the author reflects on a growing sense that AI and Bitcoin are two sides of the same coin. Today, encountering any content triggers a new default question: "Was this made by AI?" The cost of generating convincing text, images, and video is now negligible. While the internet lowered information *distribution* costs, AI is crashing information *production* costs to near zero. The consequence is a flood of content where truth and falsehood are increasingly indistinguishable. In this environment, what becomes truly valuable is not more information, but the ability to verify what is real—"verifiability." This reframes the common criticism that Bitcoin "wastes electricity." AI consumes power to produce "capability" (e.g., more powerful models). Bitcoin consumes power to produce something else: "verifiability." Bitcoin's core purpose isn't about belief or trust in any institution, developer, or even its creator. It's about enabling independent verification. Every bitcoin's origin, every transaction, and the integrity of the entire ledger are secured by mathematics, cryptography, and a global network of nodes. AI can fabricate convincing media, but it cannot falsify a transaction on the Bitcoin network. The expended energy makes篡改历史 (tampering with history) prohibitively expensive, purchasing a globally verifiable ledger. The author draws a historical parallel to the Renaissance. The printing press drastically reduced the cost of copying knowledge, while double-entry bookkeeping reduced the cost of trust in commerce—one enabled creation, the other verification. Today, AI is the new printing press, driving content production costs toward zero. The question becomes: what is this era's "double-entry bookkeeping"? Blockchain appears to be the leading candidate. It doesn't verify which news is true or which image is real, but it provides a foundational layer for independently verifying asset ownership and historical records in the digital realm without centralized authorities. Therefore, AI and blockchain are not in competition. AI lowers the cost of *generation*. Blockchain (and Bitcoin as a prime example) lowers the cost of *verification*. One creates, the other proves. Whether Bitcoin ultimately succeeds remains uncertain, facing potential challenges from quantum computing, regulation, and technical evolution. However, the author now sees it less as a "machine for making bitcoin" and more as a "machine for making verifiability." In an age where AI can generate anything, true scarcity may no longer be "more content," but "more independently verifiable facts." Whether the market will price this accordingly is a separate question.

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