Тарифная борьба между США и Китаем: падение криптовалюты или сдвиг в хеджировании?

cryptonews.ruPubblicato 2024-08-10Pubblicato ultima volta 2025-02-10

Китай ввел значительный 15-процентный тариф на экспорт США стоимостью 14 миллиардов долларов.
Этот шаг Китая является ответом на введенный Трампом 10-процентный тариф на китайские товары.
Рынок криптовалют может вскоре выиграть или столкнуться с неблагоприятными последствиями продолжающейся торговой войны.

В настоящее время Китай ввел 15%-ные пошлины на экспорт США стоимостью почти 14 миллиардов долларов, что нанесло удар по ключевым секторам, таким как энергетика, транспортные средства и сельскохозяйственное оборудование, и еще больше разожгло торговую войну. Это лучше назвать ответным тарифом, как в ответ на введение президентом Дональдом Трампом 10%-го тарифа на китайские товары.

Вступающие в силу тарифы распространяются на сжиженный природный газ (СПГ), уголь, сырую нефть и некоторые транспортные средства. Эти меры обещают обширное воздействие на двустороннюю торговлю и глобальные рынки, поскольку инвесторы готовятся к повышенной волатильности. Параллельно президент Трамп ввел дополнительные 25% пошлины на импорт из Канады и Мексики.

JUST IN: 🇨🇳🇺🇸 China to impose up to 15% tariffs on US energy and vehicles. pic.twitter.com/KSVOCiViYH
— BRICS News (@BRICSinfo) February 9, 2025

Ответные тарифы Китая вводятся, поскольку мировые рынки уже сталкиваются с растущей неопределенностью. По мере обострения торговых споров многие инвесторы избегали более рискованных активов, таких как криптовалюта, ожидая нестабильности как в мировой экономике, так и в традиционных финансах.

Тем не менее, экономическая нестабильность может открыть двери для децентрализованных активов, таких как Биткойн и другие криптовалюты. Если доверие к традиционным финансам ослабнет из-за усиливающейся торговой войны, инвесторы могут обратиться к этим цифровым валютам в качестве хеджирования — так же, как золото долгое время служило убежищем во время кризисов.

Криптовалюта как безопасная гавань?

Биткойн, часто называемый «цифровым золотом», может получить более широкое признание как способ защитить богатство от инфляции, девальвации валюты и неопределенности. Для многих криптовалюты представляют собой децентрализованную альтернативу государственным валютам и традиционным банкам, что делает их привлекательным выбором во время экономического кризиса.

Диаграмма TradingView показывает, что рыночная капитализация альткойнов, исключая Биткойн и Эфир (ETH), в настоящее время составляет 882,79 миллиарда долларов. Сектор встречает сильное сопротивление на уровне 20-дневной экспоненциальной скользящей средней (EMA) на уровне 935 миллиардов долларов. Прорыв выше этого уровня при большом объеме может сигнализировать о начале бычьего ралли.

Медвежьи сигналы в альткойнах

Индекс относительной силы (RSI) рыночной капитализации альткойнов составляет 38,28, что указывает на то, что рынок контролируют медведи. Хотя наклон линии намекает на небольшое улучшение, продавцы по-прежнему доминируют.

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Zuckerberg's 'Mango' Image Generation Model Trails Only GPT Image 2, It Learned to Revise Prompts on Its Own

Meta's MSL has launched Muse Image, an advanced image generation model nicknamed "Mango," which ranks second globally in text-to-image benchmarks, closely trailing OpenAI's GPT Image 2. Its key innovation is agent-like behavior: it searches for factual information, writes code for charts, and, most notably, has developed self-correction abilities through reinforcement learning, allowing it to revise its own outputs without explicit programming. This shift emphasizes reasoning over immediate generation. Integrated with Meta's ecosystem, Mango connects with the Muse Spark language model for complex tasks and features a unique "@" function that can incorporate public Instagram photos into generated images—raising privacy concerns as it's enabled by default. The model is directly accessible in Meta AI, Instagram, and WhatsApp, leveraging Meta's vast user base for distribution rather than competing solely on image quality. Accompanying Mango is the preview of Muse Video, a video generation model with integrated audio, currently ranked third in its category. All Mango-generated images include an invisible, persistent watermark (Content Seal) for AI identification, alongside a public detection tool. While Mango advances "thinking" image models, its use of social data poses new ethical questions about consent and digital boundaries.

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Zuckerberg's 'Mango' Image Generation Model Trails Only GPT Image 2, It Learned to Revise Prompts on Its Own

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Weng Li's New Blog Proposes 'Self-Evolution Should Start from Harness', DeepSeek's Cui Tianyi Endorses with Repost

Lilian Weng, former OpenAI security VP and co-founder of Thinking Machines Lab, has published a new blog post titled "Harness Engineering for Self-Improvement," proposing a pragmatic path for AI self-evolution. She argues that Recursive Self-Improvement (RSI) may practically begin at the "Harness" layer—the external runtime system governing how models use tools, manage context, and execute tasks—rather than directly from the model rewriting its own weights. The blog outlines a progression from optimizing prompts (Context Engineering) to designing workflows, and ultimately to Self-Improving Harness systems. These systems can identify their own weaknesses, propose targeted, verifiable modifications to the harness code, and validate improvements. Works like Self-Harness and Darwin Gödel Machine (DGM) demonstrate significant performance gains on benchmarks like SWE-bench through such automated harness evolution, rivaling handcrafted agents. DeepSeek researcher Tianyi Cui endorsed the view, noting harness-based self-evolution is as promising as model-based approaches. Weng emphasizes this is complementary to model training, with both reinforcing each other. However, key challenges remain: weak evaluators for subjective tasks, reward hacking, diversity collapse, managing long-term system health versus short-term success, and defining the human oversight role. The consensus is growing: the harness is a critical variable, as the same model can exhibit vastly different capabilities within different harness systems.

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Weng Li's New Blog Proposes 'Self-Evolution Should Start from Harness', DeepSeek's Cui Tianyi Endorses with Repost

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Russia Advances Crypto Bill After Removing Wallet Address Disclosure Requirement

Russia's State Duma Financial Markets Committee has adopted a revised cryptocurrency regulation bill. A key change removes the controversial requirement for users to disclose their wallet addresses. Instead, the new bill mandates reporting of wallet balances and transaction volumes. The legislation aims to expand investment opportunities, allowing retail investors to allocate up to 300,000 rubles annually into approved cryptocurrencies through intermediaries. It also permits licensed brokers to access select foreign exchanges. However, the bill imposes restrictions, including limits on certain international crypto transfers and a continued ban on domestic crypto payments except for foreign trade. Furthermore, cryptocurrencies will be legally recognized as property in cases like insolvency. The Bank of Russia retains its role in licensing market participants and is advancing its digital ruble project.

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Russia Advances Crypto Bill After Removing Wallet Address Disclosure Requirement

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Odaily Editorial Department Tea Party (July 8)

Odaily Editorial Team Casual Chat (July 8) This is an informal column from Odaily's editorial team, sharing immediate thoughts on industry news, data, and hot topics from various angles. It presents investment ideas and opportunity hypotheses still under verification—which may not be direct wealth codes but questions in themselves—alongside observations from industry interactions and materials that genuinely enhance the team's understanding. The content is based on real investment and observation experiences, carries no advertising, and does not constitute investment advice. Its purpose is to broaden perspectives and supplement information sources, not to create consensus. Team Member Shares: * **Wenser (@wenser2010):** Noted a deeper correction (nearly 30%) in US and Korean stocks, including memory stocks, but remains bullish on DRAM due to perceived supply shortages. In prediction markets, personal small bets outperformed blind copying; favors France to win the World Cup. Views crypto-related stocks like STRK as bearish for now, while seeing Circle and Coinbase as potential rebound plays. Observes recent strength in software stocks like Microsoft but is unsure if it's a sustained recovery. * **Bcxiongdi (@bcxiongdi):** Discusses the recent "recovery training" in meme coin markets on Solana and BSC, characterized by small-scale PVP opportunities, admitting to having sold many assets too early. Suggests also watching the Robinhood chain. Found World Cup prediction markets challenging, advising to consider buying during matches rather than only before. * **Azuma (@azuma_eth):** Focuses on the US stock market, particularly the significant semiconductor correction. Believes demand fundamentals remain and considers buying the dip in DRAM stocks. Notes a potential rotation signal as hedge funds have recently concentrated buying in tech stocks. Plans to continue adding to RKLB (Rocket Lab) stock, seeing limited downside and high upside potential at current levels after its founder's share sale window closed.

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Odaily Editorial Department Tea Party (July 8)

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Former Huawei 'Genius Teen' Who Questioned DeepSeek Interview Lands in 'Crossfire' from Web3 Investor

Former Huawei "Genius Youth" Li Bojie recently drew public attention by criticizing his interview experience with DeepSeek. The controversy escalated when Du Jun, co-founder of Web3 investment firm ABCDE Capital, publicly accused Li of being "the founder with the least sense of contractual spirit" he had ever cooperated with, sparking a dispute over Li's startup project, Metagent. Li detailed a frustrating DeepSeek interview where he was accused of potential plagiarism, leading him to end the session. The spotlight then shifted to his venture, Metagent, a Web3+AI project aiming to tokenize AI agents. ABCDE invested $1.5 million, with an initial $500k disbursed. Du Jun claimed the project's progress was severely lacking, with a poor-quality demo and minimal social media activity. He alleged Li stopped communicating, deleted his Telegram, and failed to provide proper financial reporting. In response, Li argued the remaining $1 million was never received, crippling operations and forcing salary cuts. He stated he left Metagent in October 2024 due to family reasons and Web3 compliance concerns, with board approval. He claimed to have fulfilled disclosure duties and that his subsequent projects avoided conflicting fields. Other investors, including ArkStream Capital, shared negative due diligence experiences, citing unprofessional contracts and evasive answers on tokenomics. Metagent's social media went silent in June 2024, effectively stalling. Li has since moved to a new consumer AI agent platform, Pine AI (formerly Logenic AI), which has raised $25 million in Series A funding. He served as its Chief Scientist but recently left, clarifying he was not the founder and departed due to a shift in research interests.

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Former Huawei 'Genius Teen' Who Questioned DeepSeek Interview Lands in 'Crossfire' from Web3 Investor

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