本周要闻前瞻 | 美国 8 月非农就业报告将公布;Circle 将停止支持 Flow;Polygon 将 MATIC 迁移至 POL

链捕手Pubblicato 2024-09-02Pubblicato ultima volta 2024-09-02

整理:Fairy,ChainCatcher

 

重点要闻:

9 月 2 日(星期一)

尼日利亚法官将币安洗钱案的审理时间提前至 9 月 2 日

据路透社报道,尼日利亚法官将于下周提前审理涉及币安及其两名高管的洗钱案,原定于 10 月 11 日开庭的听证会现定于 9 月 2 日举行。币安被拘高管 Tigan Gambaryan 妻子于本月早些时候表示,自二月份以来,Tigan Gambaryan 一直被拘留在尼日利亚,其健康状况在监狱中恶化。

DOGS 将新增两种代币申领选项

DOGS 官方在 Telegram 频道发文表示,对于还未申领代币的用户,将于9 月 2 日在应用程序中新增两种新的申领选项:

  • 更快提款,需以 DOGS 形式支付小额费用;
  • 提款速度较慢,但无需手续费。

用户可自行选择最适合接收 DOGS 的方式,这将以更少的区块链负载加快流程。

Upbit 将支持 MATIC 迁移并置换为 POL,将于 9 月 2 日暂停其充提

据官方公告,Upbit 将支持 MATIC 迁移并置换为 POL,预计将于 9 月 2 日 17 时暂停其充提。在代币迁移和置换完成后,一旦确认充提币稳定,将另行发布公告宣布恢复服务。

WazirX 拟于 9 月 2 日举行首次会议讨论重组和暂停申请

WazirX 发推表示其计划于 9 月 2 日 16 时举行首次 Townhall 会议讨论重组和暂停申请(Moratorium Application)。

此前消息,印度加密交易平台 WazirX 已向新加坡高等法院提交暂停(Moratorium)申请。WazirX 预计,根据计划的重组,网络攻击的影响将按比例分配给作为无担保债权人的同等级别的用户,并且用户将获得与平台相关的可用代币资产的份额,比例与其所占份额成正比。

币安将于 9 月 2 日停止 7 天和 30 天的质押借币固定利率服务

据官方公告,基于最新评估结果,币安将于 2024 年 09 月 02 日 12:00(东八区时间)停止 7 天和 30 天的质押借币固定利率服务。

自 2024 年 09 月 02 日 12:00(东八区时间)起,用户将无法创建新的质押借币固定利率订单或延长现有订单,包括使用 SAPI 端点的用户,建议在上述日期前停止使用相关端点。进行中的质押借币固定利率订单将不会受到影响,直至订单到期。

注:VIP 借币定期利率订单不受本次服务更新影响。

9 月 3 日(星期二)

特朗普将于 9 月 3 日发布新书《拯救美国》

据 Axios 报道,特朗普宣布发布新书《拯救美国》并将其遇刺时拍摄的照片作为封面。据悉,该书将于 9 月 3 日出版。

Circle 将停止对 Flow (Cadence) 上 USDC 的支持

据官方消息,由于即将进行的网络升级,Circle 将于 2024 年 9 月 3 日凌晨 3 点(美国东部时间)停止对 Flow(Cadence)区块链上 USDC 的支持。

在 2024 年 8 月 27 日中午(美国东部时间)之前,USDC 在 Flow 上的铸造将继续进行。

币安拟于 9 月 3 日更新请求权重调整和 WebSocket 用户数据请求

据官方公告,币安将于 2024 年 09 月 03 日 14:00(东八区时间)更新请求权重调整和 WebSocket 用户数据请求。币安鼓励用户切换至更新后的版本端点,以获得更好地性能和功能。

Offchain Labs 公布 Arbitrum 技术路线图:Stylus Season 拟于 9 月 3 日主网上线

Layer 2 扩容解决方案 Arbitrum 宣布,为了迎接 9 月 3 日上线的"Stylus Season",他们已经更新了官方网站的外观设计。Stylus 是 Arbitrum 的新功能,该网站提供了开发库和代码示例、文档和视频教程以及用户使用体验分享等内容。

9 月 4 日(星期三)

加密倡导组织 Stand With Crypto 将于 9 月 4 日起在美国多个州巡回宣传

加密政治倡导组织 “Stand With Crypto” 将于 9 月 4 日启动多州巡回活动,以影响 2024 年大选,首站为亚利桑那州。该组织已吸引超过 100 万人在线注册,目标是将这些数字资产支持者转化为投票选民。

该组织执行董事 Logan Dobson 表示:“有大量的人对加密货币感兴趣,我们的任务是运用类似竞选的策略,激励他们去投票。加密选民对这次选举已经相当热情。”

据悉,“Stand With Crypto” 已在其网站上吸引了近 27,000 名亚利桑那州加密支持者注册,该组织的研究表明,其中超过 80% 可能是注册选民。在 2020 年大选中,特朗普与拜登在该州的得票差距不到 11,000 票。

期权协议 Lyra 现已更名为 Derive,将于 9 月 4 日发布 DRV 代币更新

期权协议 Lyra 宣布更名为 Derive,Derive 代表其对去中心化衍生品的愿景以及未来发展路线。

Derive 现在是去中心化金融生态系统的基础组成部分,为各种集成商、交易商和机构提供金融应用和产品支持。目标是让协议和基础设施易于访问。

接下来的几周内,Derive 将分享路线图、合作伙伴关系。DRV 代币的更新将于 9 月 4 日发布。

Polygon 计划于 9 月 4 日将 MATIC 迁移至 POL

Polygon 基金会于 X 平台宣布,Polygon 的主网升级计划于 2024 年 9 月 4 日进行,在获得社区批准后,POL 将取代 MATIC 成为 Polygon PoS 的原生 gas 和质押代币,后续阶段 POL 将在 AggLayer 中发挥关键作用。

9 月 5 日(星期四)

Solana 上的 BabyDoge 代币预计将于 9 月 5 日发布

Baby Doge 在 X 宣布 Solana 桥和 Solana 上的 BabyDoge 代币预计将于 9 月 5 日发布。

THORChain 原生区块链将于 9 月 5 日进行硬分叉升级

THORChain 原生区块链将于北京时间 2024 年 9 月 5 日 0 点进行硬分叉升级,预计在区块高度 17561740 进行。
在验证者协调进行例行升级期间,THORChain 将暂停发送、兑换及其他操作。

9 月 6 日(星期五)

Matrixport:市场即将对美国 9 月 6 日发布的就业数据做出回应

Matrixport 发布图表称,比特币即将迎来最具挑战的月份九月。其表示,历史上九月的回报率为负。今年又增加了额外的压力,包括英伟达收益预测出炉后对美国科技行业的前景预期、美联储的政策决定,以及即将到来的美国总统大选辩论(由哈里斯对阵特朗普)。这个九月将对比特币的价格走势产生重大影响。从 2022 年未直到 2024 年第二季度,英伟达和比特币之间呈现强相关性。不过,近期人工智能反弹,英伟达股票大涨,比特币却没有跟上。两种资产价格都在跌破新低,预示盘整深度加大。市场即将对美国 9 月 6 日发布的就业数据做出回应。

瑞士就实施全球加密货币报告框架展开咨询,9 月 6 日截止

瑞士联邦委员会计划采纳全球加密货币税务报告标准,并加入加密资产报告框架(CARF),以增强税务透明度和加强监管。此举意在确保加密资产与传统资产享受平等的待遇。5月15日,联邦委员会发表了一份咨询文件,征询公众意见,评估加入自动信息交换(AEOI)的看法,这是国际间合作打击逃税的一个举措。该咨询过程将持续至9月6日结束。瑞士自2014年起采用了经济合作与发展组织(OECD)制定的通用报告标准(CRS),但尚未涉及加密资产。联邦委员会的计划若得以实施,将从2026年1月1日起扩展至包括加密资产的监管。此外,到2027年,预计将有近50个国家全面采用CARF法规,共同助力打击洗钱行为。

Mode 将于 9 月 6 日关闭其治理代币的空投申领

基于OP Stack构建的L2网络Mode的第二阶段代币申领计划从5月5日到9月6日,在此期间将额外分配5亿枚代币。该团队还发布了有关其代币经济学的其他细节。在总供应量100亿枚中,投资者和核心贡献者将获得Mode代币总量的38%。基金会金库将持有27%,其余35%专门用于社区和开发者空投。

9 月 7 日(星期六)

Eigen 基金会开启 EIGEN 质押空投第二阶段,申领窗口将开放至 9 月 7 日

Eigen 基金会在社交平台宣布,第 1 季 EIGEN 质押空投第二阶段正式启动,第 2 阶段的加入使得第 1 季的总分配量达到约 1.13 亿 EIGEN,这占为质押空投预留的 EIGEN 总供应量的 15%的 6.7%。

根据公告,申领期限从即日起至 2024 年 9 月 7 日,所有第 1 季用户(包括第 2 阶段用户)都将获得 100 EIGEN 奖励,但任何用户都不会获得两次奖励。

Letture associate

The First Large-Scale Strike in the AI Era Comes from the Factories That Build AI

The article describes a potential large-scale strike at Samsung Electronics, narrowly averted in May 2026 after a temporary agreement. The strike, planned by the company's union, would have been the first major labor action in the AI era targeting a core AI supply chain player. Samsung, alongside SK Hynix, produces roughly two-thirds of the world's memory chips, critical components for AI training and data centers like HBM. An 18-day strike could have disrupted global supply, affecting prices and production for tech companies and cloud providers. For South Korea, where semiconductors constitute about 35% of exports and Samsung represents a quarter of the stock market's value, such an action threatens national economic stability. The union's demands include a 7% base wage increase and, crucially, a clear, substantial profit-sharing model. They want 15% of annual operating profit as an employee bonus pool and the removal of the existing cap (about 50% of annual salary). This frustration is amplified by seeing rival SK Hynix successfully negotiate a deal granting employees 10% of operating profit as bonuses, with reports suggesting some workers could receive bonuses equivalent to hundreds of thousands of dollars. The conflict stems from deeper issues in South Korea's chaebol (conglomerate) system, where rapid national industrialization often prioritized corporate growth over labor rights. Samsung long maintained a "no union" policy until a 2020 apology from its leader. The article argues this strike highlights a fundamental tension in the AI age: as technology advances and corporate profits soar—often driven by AI—the workers who build the infrastructure are demanding a fair share and dignity, rejecting the notion that they are mere expendable components in a machine that "must not stop." The piece concludes that the true test of the AI era isn't just computational power, but whether the people who build the future can secure a stable and valued place within it.

marsbit18 min fa

The First Large-Scale Strike in the AI Era Comes from the Factories That Build AI

marsbit18 min fa

Ripple’s Fed Master Account Bid Gains Momentum After Trump Order

President Donald Trump has signed an executive order directing financial regulators and the Federal Reserve to review expanding fintech and crypto firms' access to core payment infrastructure. This order significantly advances the industry's push for direct Fed connectivity, a central issue for Ripple. The company has been seeking a Federal Reserve master account as part of its strategy for its RLUSD stablecoin, which would allow it to hold reserves directly with the central bank and access its payment rails. The order, titled "Integrating Financial Technology Innovation into Regulatory Frameworks," mandates a Fed review within 120 days on allowing access for entities like uninsured depository institutions and non-bank financial companies, including those in digital assets. This creates a formal policy timeline for resolving whether crypto payment firms must rely on traditional bank intermediaries. Ripple's application for a national bank charter and a master account is part of this broader landscape. The issue gained precedent when Kraken Financial received a limited-purpose master account, while Custodia Bank's application was denied after a legal battle. The Fed has also proposed a more restricted "payment account" option. Trump's order does not guarantee approval for Ripple but forces a high-level examination of the regulatory barriers, bringing the company's long-running effort to the forefront of Washington's financial policy agenda.

bitcoinist33 min fa

Ripple’s Fed Master Account Bid Gains Momentum After Trump Order

bitcoinist33 min fa

Google's 2026 Roadmap is Hidden in This Keynote Speech

Google I/O 2026 was not merely a product launch, but a strategic unveiling of the company's decade-long roadmap. The core signal is that Google is evolving its AI, Gemini, from a feature within products into a foundational operating layer that integrates and reshapes its entire ecosystem—Search, Android, Chrome, YouTube, Workspace, XR, and developer tools. The traditional paradigms of digital interaction are being redefined. Search is shifting from finding links to understanding intent and completing tasks. Android is transforming from an app-centric OS into an AI-native platform that orchestrates workflows across services. Chrome is becoming an AI reasoning layer over the web, while YouTube is evolving into a conversational knowledge engine. Google is heavily investing in Agentic AI, aiming for AI to act as a digital operator that executes tasks autonomously. Underlying this vision is the integration of Gemini across all products, making it the central nervous system. Key developments include Gemini Omni for multimodal generation, deeper product integrations, and a push into XR glasses for contextual, ambient computing. Google is positioning AI not as an optional feature but as essential infrastructure, akin to electricity. The broader implication is a competition for the next computing interface. Google's goal is not just to win in chatbots or models, but to become the operating system for the AI era by controlling the primary entry points—search, assistant, OS, and browser—and weaving them into a unified, intelligent layer. This represents a fundamental shift in computing paradigms that will impact creators, developers, businesses, and how all users interact with technology.

marsbit1 h fa

Google's 2026 Roadmap is Hidden in This Keynote Speech

marsbit1 h fa

‘Withdraw Insurance to Buy Stocks’: South Koreans Over 60 Are Borrowing to Bet on Samsung

South Korea's stock market has seen a frenzy, with the KOSPI nearly doubling in six months. This boom is fueled by a surge in retail investors borrowing to buy stocks, with outstanding margin loans hitting a record high. A significant portion of this debt is held by people over 50, with the 60+ age group seeing the fastest growth. Many are reportedly cashing out savings-type life insurance policies—even at a loss—to fund their stock investments. They are heavily concentrated in major semiconductor stocks like Samsung Electronics and SK Hynix, which have driven most of the market's gains. This trend is particularly risky for older investors, who are leveraging their limited retirement savings. While a market correction in March caused significant losses for leveraged accounts, the swift recovery and continued rally have reinforced risky behavior. Stories of quick profits on platforms like Blind further fuel the speculative rush. The phenomenon is partly driven by economic anxiety. With South Korea having a high elderly poverty rate and a low public pension replacement rate, some seniors see the booming market as a last chance to improve their finances. This "FOMO" (fear of missing out) sentiment is palpable, even in public parks where retirees gather and now discuss stock tips alongside their usual activities. Despite regulatory warnings and the inherent risks of leverage—especially for those with little time to recover from losses—the borrowing binge continues. The market's heavy reliance on a few tech stocks and its cyclical nature pose a substantial threat to these elderly investors, for whom a downturn could be catastrophic.

marsbit1 h fa

‘Withdraw Insurance to Buy Stocks’: South Koreans Over 60 Are Borrowing to Bet on Samsung

marsbit1 h fa

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176 Totale visualizzazioniPubblicato il 2024.12.10Aggiornato il 2025.03.21

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