Solana面临竞争　SUI或SEI能否超越其成为下一个市场领导者？

cryptonewsPubblicato 2024-10-02Pubblicato ultima volta 2024-10-02

Solana会在以太坊之后，继续作为第二重要的商业层1存在多久？

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A Game with No Winners: How to Break the Deadlock in the Altcoin Market?

The altcoin market is currently trapped in a "four-lose dilemma" due to flawed token distribution models. The prevalent low initial circulation strategy, designed to artificially maintain high fully diluted valuations (FDV), has backfired. It creates a scenario where centralized exchanges, token holders, project teams, and venture capitalists all ultimately suffer. Exchanges face community backlash from poor token performance, holders experience price collapse as supply unlocks, projects damage the industry's fundraising capacity, and VCs see their long-term investment channels deteriorate. Market responses, such as the 100% initial circulation of meme coins and the community-centric MetaDAO model, have failed to provide sustainable solutions, often creating new problems like extreme volatility or alienating talented founders. A potential path forward requires rebalancing interests: exchanges should shift from arbitrary lockups to KPI-based unlocks; holders should demand transparency and control over major decisions without micromanaging; projects must only issue tokens with clear utility and product-market fit; and VCs should stop forcing token launches on every project. The next 12 months will be challenging as the market absorbs the last wave of excess supply from the 2021-2022 funding boom. However, this digestion period, coupled with more selective token launches and evolving standards, could lead to a healthier market. The long-term viability of the altcoin model depends on avoiding a "lemon market" where only failing projects issue tokens, while successful ones opt for traditional equity. Despite current hardships, tokens retain unique advantages for driving growth and building loyal communities when implemented correctly.

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A Game with No Winners: How to Break the Deadlock in the Altcoin Market?

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Vitalik Buterin Condemns Criminalization of Code, Speaks Out for Tornado Cash Developer

Ethereum co-founder Vitalik Buterin has publicly defended Tornado Cash developer Roman Storm, who was convicted in August on charges of conspiracy to commit unlawful money transmission and faces up to five years in prison. Buterin argued that the case criminalizes software development itself rather than addressing direct financial harm, emphasizing the importance of privacy tools as essential defenses against systemic data exploitation. He disclosed personal use of Storm’s software for charitable and technical purposes, praising its reliability compared to commercial alternatives. Storm’s legal defense has received substantial support, with over $6.39 million raised in 2025, including donations from Buterin, the Ethereum Foundation, and other crypto entities. This case is part of a broader global crackdown on privacy-focused developers. Tornado Cash co-founder Alexey Pertsev was sentenced to 64 months in prison in the Netherlands, while Samourai Wallet founders received multi-year sentences in the U.S. for similar charges. Advocacy groups are pushing for legislative protections for software developers, amid high-level political attention, including a potential case review by former President Donald Trump.

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Vitalik Buterin Condemns Criminalization of Code, Speaks Out for Tornado Cash Developer

marsbit11 min fa

New York Times Interview with Trump: 7 Key Points on the Logic of Power

In a rare two-hour Oval Office interview, President Trump outlined his power philosophy to The New York Times, stating his authority is constrained only by his own morality, not international law. Key points include: He has chosen the next Fed Chair, demanding they support his low-interest-rate agenda. He ruled out pardons for figures like SBF, Maduro, or Sean Combs. U.S. control over Venezuela's oil may last "much longer" than expected. He defended his family's crypto and business dealings, citing public indifference. On sovereignty, he insisted owning Greenland is psychologically crucial versus leasing. He revealed a "de-naturalization" plan targeting some naturalized citizens, particularly Somali-Americans, for fraud. The interview showcased his "coercive diplomacy," using unpredictability and military threats to influence nations, as seen in a call with Colombia's president during the meeting.

Odaily星球日报27 min fa

New York Times Interview with Trump: 7 Key Points on the Logic of Power

Odaily星球日报27 min fa

Bitcoin ETF Two Years On: The Financialization Journey from Breakthrough to Convergence

Two years after the launch of Bitcoin spot ETFs, the financialization of Bitcoin has accelerated significantly, with total assets under management (AUM) reaching $124.85 billion. The top five ETFs—IBIT, GBTC, FBTC, ARKB, and BITB—account for 96.6% of the market, highlighting strong institutional dominance. Trading volume surpassed $2 trillion, with the second trillion taking only 8 months compared to 16 months for the first. Bitcoin ETFs have significantly outperformed Ethereum ETFs in net inflows, reinforcing Bitcoin’s leading position in the crypto ETF market. The approval of Bitcoin spot ETFs in January 2024 marked a milestone after over a decade of regulatory scrutiny, reflecting maturation in market infrastructure, custody, and investor protection frameworks. Unlike the first gold ETF, which took years to gain traction, Bitcoin ETFs achieved rapid adoption, accelerating liquidity and institutional participation. ETFs have simplified Bitcoin investment, enabling regulated, accessible exposure without direct asset management. Major institutions like BlackRock and Fidelity have facilitated broader acceptance, integrating Bitcoin into mainstream portfolios and retirement plans. However, financialization introduces challenges, including Bitcoin’s inherent volatility and ETF management fees. Beyond price speculation, alternative participation methods like cloud mining offer cost-stable Bitcoin acquisition and support network infrastructure. In summary, Bitcoin ETFs have fast-tracked Bitcoin into the traditional financial system, signaling the start of a broader institutional adoption phase. The journey is far from over, with more structured financial products expected to emerge.

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Bitcoin ETF Two Years On: The Financialization Journey from Breakthrough to Convergence

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Twitter Tags Lead Directly to Market Quotes, Is Trading Far Behind?

X is advancing its "Everything App" vision with the upcoming launch of Smart Cashtags, a feature that allows users to tag specific financial assets and view real-time prices directly within posts. This enhancement addresses issues like ambiguous ticker symbols in crypto by enabling precise asset identification via smart contract addresses. It aggregates discussions and may integrate one-click buy/sell functionality, potentially compressing the traditional financial decision-making process into a seamless social-to-trading experience. This move aligns with Elon Musk’s ambition to transform X into an all-in-one platform encompassing social, media, payment, and trading services. The feature could also support AI agents in processing asset information more accurately. However, challenges include ensuring reliable data sources, mitigating market manipulation risks (e.g., pump-and-dump schemes), and navigating complex global financial regulations. The announcement by X product lead Nikita Bier—who has a background in crypto, including an advisory role at Solana—hints at potential ecosystem biases, as evidenced in demo visuals featuring tokens like BONK and a speculative Base token. Ultimately, Smart Cashtags may accelerate the convergence of social media and financial trading, positioning X as a central hub for global capital flow and decision-making.

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Discussioni

Benvenuto nella Community HTX. Qui puoi rimanere informato sugli ultimi sviluppi della piattaforma e accedere ad approfondimenti esperti sul mercato. Le opinioni degli utenti sul prezzo di SEI SEI sono presentate come di seguito.

Solana面临竞争 SUI或SEI能否超越其成为下一个市场领导者？