Децентрализованная платформа dYdX сократила персонал на 35%

investing.ruPubblicato 2024-10-30Pubblicato ultima volta 2024-10-30

Генеральный директор dYdX Антонио Джулиано (Antonio Juliano), вернувшийся на эту должность в начале октября, заявил, что у компании был сложный год: платформа столкнулась с сильной конкуренцией, а условия рынка ужесточились. По словам Джулиано, стало очевидно, что нужно возрождать компанию и развивать ее в новом направлении, иначе она исчезнет.

dYdX Trading — это компания, стоящая за блокчейном первого уровня dYdX Chain на основе Cosmos SDK, и использующая Tendermint, протокол доказательства доли владения (Proof-of-Stake, PoS). В июле домен платформы был скомпрометирован в ходе атаки на службу доменных имен (DNS), что позволило злоумышленнику переводить пользователей на фишинговый сайт для кражи ETH и токенов ERC-20.

Увольнения в dYdX произошли вскоре после того, как компания ConsenSys сократила свой персонал на 20%. Генеральный директор ConsenSys Джозеф Любин (Joseph Lubin) объяснил это решение сложными макроэкономическими условиями и необходимостью проявить гибкость в постоянно меняющемся криптопространстве.

В апреле о масштабных увольнениях сообщила и компания Yuga Labs, создавшая известную коллекцию скучающих обезьян Bored Ape Yacht Club (BAYC). Компании пришлось реструктуризировать бизнес из-за снижения интереса к невзаимозаменяемым токенам (NFT) и ценности токенов BAYC.

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Losing $55 Million to Sell Bitcoin, MicroStrategy's Faith Reaches Its Interest Payment Day

On July 6th, Michael Saylor's MicroStrategy announced the sale of 3,588 BTC for approximately $216 million, incurring a realized loss of around $55.45 million compared to its average cost basis. This move, contradicting Saylor's long-standing "never sell" Bitcoin philosophy, was executed to pay dividends on its digital credit securities. The article traces this shift from a small "desensitization test" sale of 32 BTC in late May to the board's authorization on June 30th to sell up to $1.25 billion in Bitcoin for corporate purposes like dividends and buybacks. Analysis reveals that MicroStrategy's previous growth "flywheel"—using stock premiums to fund more Bitcoin purchases—has stalled. With its stock trading near a critical threshold (1.22x its Bitcoin NAV), issuing new shares would dilute value. Simultaneously, its financing channels (preferred stock, common stock ATM, convertible notes) are constrained while facing rigid annual dividend/interest obligations of roughly $1.76 billion. Consequently, selling Bitcoin became the calculated "optimal solution" under its own financial model. This transforms MicroStrategy from crypto's most prominent steady buyer into a predictable seller, creating a potential overhead of ~2,400 BTC in monthly selling pressure if obligations are fully covered by sales. This shift challenges the valuation models of the entire Digital Asset Treasury (DAT) sector that emulated MicroStrategy. The company's path forward now hinges on Bitcoin's price recovery, which would allow its preferred stock to trade at par and reopen its financing flywheel, creating a cyclical dependency between the firm's financial model and the asset it holds.

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Losing $55 Million to Sell Bitcoin, MicroStrategy's Faith Reaches Its Interest Payment Day

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OUSD Fake Partnership Controversy? Stablecoins and the Credit Game of Giant Endorsements

Author: Chloe, ChainCatcher Last week, Open Standard launched the dollar stablecoin OpenUSD (OUSD) with a list of over 140 supposedly supporting companies, including major names like Visa, Mastercard, Stripe, American Express, BlackRock, BNY, Standard Chartered, Google, Shopify, Samsung, Coinbase, Solana, and Ripple. The announcement initially impacted Circle's stock price, but doubts about the list quickly emerged. Several Korean firms named, including Samsung Electronics, Shinhan Financial Group, Dunamu (Upbit's parent), and K Bank, clarified they had not formally agreed to join the alliance. Some stated they were only approached for potential interest or learned of their inclusion from news reports, expressing surprise. Similar concerns were raised by U.S. entities, suggesting the list may be misleading. OUSD, led by Zach Abrams of Bridge (acquired by Stripe in 2024), promotes zero-fee minting/redemption, no transaction limits, and sharing reserve asset yields with partners instead of keeping profits. However, this model makes listed partnership imply economic benefits, turning it into a serious credibility issue. This incident reflects a common crypto marketing tactic of leveraging big names. A Chainstory analysis found over 62% of crypto press releases in late 2025 were high-risk or scams. The situation recalls Facebook's Libra (later Diem), which collapsed in 2022 after initial heavyweight backers like Visa and PayPal withdrew under regulatory pressure. Circle CEO Jeremy Allaire welcomed the competition but highlighted the challenges. He argued stablecoin success relies on network effects and real usage, not just alliances. He criticized OUSD's "free" model and full revenue sharing as potentially starving infrastructure development. Noting the dominance of USDT (~$1.84T) and USDC (~$730B) in the ~$2.91T stablecoin market, he suggested many new entrants lack real utility despite inflated circulation from incentives. In conclusion, while OUSD has genuine backing and a distinct model, its future depends on actual adoption in B2B payments, settlements, and cross-border transactions, not just a prestigious partner list. The market will determine if it is a credible challenger or merely another marketing promise.

链捕手30 min fa

OUSD Fake Partnership Controversy? Stablecoins and the Credit Game of Giant Endorsements

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Benvenuto in HTX.com! Abbiamo reso l'acquisto di dYdX (DYDX) semplice e conveniente. Segui la nostra guida passo passo per intraprendere il tuo viaggio nel mondo delle criptovalute.Step 1: Crea il tuo Account HTXUsa la tua email o numero di telefono per registrarti il tuo account gratuito su HTX. Vivi un'esperienza facile e sblocca tutte le funzionalità,Crea il mio accountStep 2: Vai in Acquista crypto e seleziona il tuo metodo di pagamentoCarta di credito/debito: utilizza la tua Visa o Mastercard per acquistare immediatamente dYdXDYDX.Bilancio: Usa i fondi dal bilancio del tuo account HTX per fare trading senza problemi.Terze parti: abbiamo aggiunto metodi di pagamento molto utilizzati come Google Pay e Apple Pay per maggiore comodità.P2P: Fai trading direttamente con altri utenti HTX.Over-the-Counter (OTC): Offriamo servizi su misura e tassi di cambio competitivi per i trader.Step 3: Conserva dYdX (DYDX)Dopo aver acquistato dYdX (DYDX), conserva nel tuo account HTX. In alternativa, puoi inviare tramite trasferimento blockchain o scambiare per altre criptovalute.Step 4: Scambia dYdX (DYDX)Scambia facilmente dYdX (DYDX) nel mercato spot di HTX. Accedi al tuo account, seleziona la tua coppia di trading, esegui le tue operazioni e monitora in tempo reale. Offriamo un'esperienza user-friendly sia per chi ha appena iniziato che per i trader più esperti.

158 Totale visualizzazioniPubblicato il 2024.12.13Aggiornato il 2026.06.02

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