Биткоин не удержался выше отметки в $100 000 на фоне обострения торговой войны между США и Китаем

cryptonews.ruPubblicato 2022-06-04Pubblicato ultima volta 2025-02-04

После стремительного роста первая криптовалюта демонстрирует высокую волатильность, но аналитики сохраняют оптимизм относительно перспектив обновления исторического максимума.

По данным скринера криптовалют Cryptovozor, сегодня курс биткоина снизился на 4%. Ранее актив BTC/USD взлетел более чем на $10 000 за одну дневную свечу, отскочив от уровня $91 200.

4-часовой график BTC/USDT. Источник: скринер криптовалют Cryptovizor

Политические игры и криптовалюты

Рынок отреагировал ростом на новость об отсрочке введения пошлин США в отношении сначала Мексики, а затем и Канады на один месяц. Дополнительным позитивным фактором стало подписание Дональдом Трампом (Donald Trump) указа о создании первого в своем роде суверенного фонда благосостояния.

Сегодня (22:30 MSK) советник Белого Дома по криптовалютам Дэвид Сакс (David Sacks) проведет пресс-конференцию, чтобы раскрыть детали политики США в отношении цифровых активов. «Администрация Трампа планирует вернуть Америке лидерство в сфере цифровых активов», — прокомментировал популярный трейдер Jelle в своем посте в соцсети X.

Аналитики о перспективах биткоина

Трейдер, аналитик и предприниматель Михаэль ван де Поппе (Michaël van de Poppe) полагает, что волатильность сохранится. «Биткоин быстро восстановился и сейчас торгуется в диапазоне. Я предполагаю, что в феврале мы увидим новые исторические максимумы. Вполне нормально корректироваться после такого сильного отскока. Волатильность зашкаливает, но пока биткоин остается выше $93 000, вероятен новый исторический максимум», — отметил он.

1-дневный график BTC/USD. Аналитика: Михаэль ван де Поппе

Технические индикаторы подают позитивные сигналы

Аксель Адлер-младший (Axel Adler Jr.), аналитик платформы CryptoQuant, обратил внимание на фандинг на рынке деривативов. «В седьмой раз в этом году ставка финансирования биткоина стала отрицательной. Все шесть предыдущих случаев оказались бычьим сигналом», — подчеркнул он.

Фандинг фьючерсов на биткоин. Источник: CryptoQuant

Letture associate

The Altcoin Vector #59

The article "The Altcoin Vector #59" appears to be a newsletter or market analysis publication focused on the altcoin sector of the cryptocurrency market. The content presented shows only the opening section, which includes an "Executive Summary" heading followed by a prompt for existing subscribers to log in. This indicates the full article is behind a subscription paywall or login requirement. No substantive analysis, market data, or specific altcoin insights are accessible from the provided text. The title suggests this is the 59th issue in a series dedicated to tracking and analyzing trends, opportunities, and narratives within the broader altcoin landscape beyond Bitcoin.

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Coin Stock Barometer丨BitMine's Total Assets and Investment Reach $10.7 Billion, Exceeding ~$9.3 Billion Floating Loss; Strategy Buys Only 520 BTC, Strive Adds Positions Against the Trend (June 23)

This article provides a weekly market update on "coin-equity" trends, focusing on listed companies holding major cryptocurrencies. Key highlights include: **General Market Trends:** Global equities, particularly in the US, Japan, and South Korea, faced significant sell-offs, led by large tech and AI-related stocks. Analysts cite profit-taking and a shift from hype-driven to performance-driven valuation for AI companies. Market focus is on upcoming Micron Technology's earnings. **Cryptocurrency Treasury Updates:** * **Bitcoin (BTC):** Net weekly BTC purchases by listed companies (excluding miners) totaled approximately $86 million, down 13.97% from the prior week. Strategy (formerly MicroStrategy) purchased only 520 BTC for ~$34.9 million, while Strive Asset Management increased its holdings by 759 BTC for ~$50 million. Other notable actions include Mara Holdings adding 1,000 BTC and Capital B shareholders approving a massive financing plan (up to ~$1.2 trillion) to potentially expand its Bitcoin reserves. * **Ethereum (ETH):** BitMine emerged as the largest corporate ETH treasury, holding 5.67 million ETH (4.7% of supply). It purchased an additional 52,203 ETH ($92 million) in the past week. Sharplink completed a $75 million private placement to fund further ETH accumulation and stock buybacks. * **Solana (SOL):** The top five listed companies hold over 15.7 million SOL combined. However, Solmate Infrastructure, a SOL treasury firm, faces a lawsuit from its largest external shareholder alleging board misconduct and self-dealing. * **Other:** Updates include Canton Strategic's $50 million stock buyback plan and Lite Strategy's $1 million strategic investment in LitVM, a Layer-2 network for Litecoin. The article notes that while crypto treasury firms continue fundraising and accumulation, their stocks may struggle to rise against the broader market downturn until Q4.

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Coin Stock Barometer丨BitMine's Total Assets and Investment Reach $10.7 Billion, Exceeding ~$9.3 Billion Floating Loss; Strategy Buys Only 520 BTC, Strive Adds Positions Against the Trend (June 23)

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Coin Stock Barometer | BitMine's Holdings and Total Investments Reach $107 Billion, Exceeding Approximately $93 Billion Floating Loss; Strategy Only Buys 520 BTC, Strive Increases Holdings Against the Trend (June 23)

"Coin and Stock Market Watch (June 23): Major indices in the US, Japan, and South Korea experienced significant corrections, with tech stocks leading the decline amidst concerns over AI valuations and a shift towards demanding concrete returns. Bitcoin treasury companies showed mixed activity: Strategy's (formerly MicroStrategy) weekly BTC purchases slowed sharply to just 520 coins, while Strive increased its holdings. Notable developments include Capital B's shareholder approval for a massive funding plan to potentially expand its Bitcoin reserves, and BitMine's announcement of holding $10.7 billion in total assets while being the world's largest corporate ETH treasury with over 5.67 million ETH. In the SOL treasury space, Forward Industries leads holdings, and Solmate faced a lawsuit from its largest external shareholder alleging governance issues. Overall, markets remain highly volatile and driven by sentiment surrounding the AI sector."

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Coin Stock Barometer | BitMine's Holdings and Total Investments Reach $107 Billion, Exceeding Approximately $93 Billion Floating Loss; Strategy Only Buys 520 BTC, Strive Increases Holdings Against the Trend (June 23)

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OpenAI Partners with PE Firms, Investing $4 Billion. Let's Talk About Silicon Valley's Hottest New Role: FDE.

The hottest new role in Silicon Valley is the Forward Deployment Engineer (FDE), a hybrid of engineer and business consultant whose core mission is to transform AI demos into native, practical workflows within client organizations. The recent surge in demand is driven by a strategic shift from leading AI companies. OpenAI, partnering with 19 private equity firms in a $4 billion investment, formed a Deployment Company and acquired Tomoro along with its 150 FDEs. Anthropic also announced a $1.5 billion joint venture with financial institutions like Blackstone. The article, based on interviews with industry experts Jove (FDE lead at Cresta) and Oliver (VP at Invisible Technologies, ex-McKinsey), explores the FDE role and the rise of deployment-focused companies. Key insights include: **The FDE Role:** Jove describes an FDE as a "Forward Deployed CTO"—a technically strong engineer who works intimately with clients to implement AI solutions, learn from the process, and feed those insights back to improve the core product. They require expertise in AI agents, client-facing experience, resilience, and the ability to handle complex, imperfect systems. While AI tools enhance their efficiency, the role's complexity makes full automation a distant prospect. **Industry Shift:** Model companies are moving beyond selling tools to ensuring real-world adoption. This blurs the line between model and application companies. Collaborations with private equity (PE) firms are key, providing access to large portfolios of traditional businesses needing AI transformation. For PE firms, these partnerships offer signal value to LPs, create tangible value in portfolio companies, and provide exposure to high-growth AI assets. **Consulting & Transformation:** AI deployment involves deep, customized workflow redesign, moving beyond simple tool augmentation. Companies like Invisible Technologies build modular platforms to create bespoke, AI-native workflows for clients. While traditional consulting will see growth in helping businesses rethink their models for AI, the real value is captured by firms that leave behind transformed, operational systems. Critical success factors include building robust data foundations and strategically deciding which workflow steps should be deterministic versus AI-driven. The ultimate goal shifts from pure cost-cutting to unlocking new revenue opportunities previously impossible without AI-scale capabilities.

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OpenAI Partners with PE Firms, Investing $4 Billion. Let's Talk About Silicon Valley's Hottest New Role: FDE.

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Bullbit Launches $BUBI, Building Toward a Comprehensive Ecosystem

Bullbit, a decentralized perpetual futures exchange (Perp DEX), has officially launched its $BUBI token on the Base L2 network, marking its Token Generation Event (TGE) and listing on BingX. With a fixed max supply of 4 billion tokens, the initial circulating supply is 300 million (7.5% of total). The largest allocation (55%) is for Ecosystem & Airdrop, rewarding early users, while team, staking, treasury, liquidity, and advisor shares are locked and vested. $BUBI provides utility including trading fee discounts, governance voting, and will serve as staking rewards and gas fees on the future BullChain. The platform, emphasizing an "invisible blockchain" for a seamless user experience without seed phrases, has seen rapid growth with over 7,000 wallets and $500M+ in trading volume since launch. The TGE represents a step toward Bullbit's broader ecosystem vision of integrating traditional assets like stocks and ETFs on-chain.

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