Аналитическая компания предупреждает о «надвигающейся угрозе» для биткоина и альткоинов

cryptonews.ruPubblicato 2025-01-06Pubblicato ultima volta 2025-10-07

Приостановка работы правительства США нарушила прогресс в сфере криптовалют. Инвестиционный банк TD Cowen назвал это «плохой новостью» для криптовалют, отметив, что работа федеральных агентств, в частности Комиссии по ценным бумагам и биржам (SEC), остановилась.

На прошлой неделе неспособность Конгресса достичь соглашения по бюджету фактически остановила работу федерального правительства, уволив многих государственных служащих. Ожидается, что такая ситуация продлится несколько недель или даже дольше. Ярет Сейберг из Вашингтонской исследовательской группы TD Cowen утверждал, что закрытие полностью остановило работу SEC по изменению политики для криптоиндустрии:

“Если не будет достигнуто соглашение о государственном финансировании, маловероятно, что SEC отменит какие-либо существенные изменения в политике для криптосектора”.

Со времен администрации Трампа SEC работала над правилами предоставления исключений для новых криптопродуктов и компаний, занимающихся цифровыми активами, предлагающих токенизированные акции, но с текущим закрытием вся эта работа была приостановлена.

Зайберг заявил, что закрытие не только приведёт к задержке в сроках, но и затянется из-за накопившихся задач, которые придётся выполнять после возвращения сотрудников:

«Это не просто задержка из-за карантина. Когда сотрудники вернутся на работу, им придётся не только разгребать завалы, но и решать срочные вопросы, накопившиеся за время карантина».

Текущий операционный план SEC допускает только “ограниченное количество персонала для реагирования на чрезвычайные ситуации”. Это также полностью остановило процесс утверждения заявок на криптовалютные биржевые фонды (ETF).

По словам Зайберга, поскольку Комиссия по ценным бумагам и биржам фактически «закрыта», ответственность за политику в отношении криптовалют теперь возлагается на учреждения, которые не пострадали от закрытия, такие как Федеральная резервная система, Управление контролера денежного обращения (OCC) и Федеральная корпорация по страхованию вкладов (FDIC):

«Мы будем внимательно следить за тем, какие шаги предпримут эти организации в отношении выдачи банкам разрешений на выпуск стейблкоинов, хранения криптоактивов и развития платёжных систем на основе токенизации».

Letture associate

Canton: Here’s why CC’s $5.8M token unlock didn’t trigger a selloff

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Canton: Here’s why CC’s $5.8M token unlock didn’t trigger a selloff

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Solana launches SGP governance as staked supply crosses 68%: Details

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‘Reduce these barriers’ – Can Arcus save dYdX from its 45% crash?

dYdX Labs, the team behind the decentralized exchange dYdX, has launched a new platform called Arcus on the Robinhood Chain. Arcus is separate from dYdX and offers zero-fee, 24/7 trading of 95 tokenized stocks and perpetuals, aiming to democratize access to financial markets. The announcement had been anticipated, causing the DYDX token to nearly double in price beforehand. However, upon the official release, DYDX experienced a sharp 45% decline in a classic "sell-the-news" event. The dYdX Foundation clarified that the Arcus update has no direct impact on the DYDX token, which remains the governance and staking token for dYdX Chain. On-chain data showed no significant spot demand for DYDX following the news, as gains had already been front-run. Potential support levels are seen at the 200-day moving average and a key trendline, suggesting the sell-off could present a buying opportunity if broader market sentiment improves.

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‘Reduce these barriers’ – Can Arcus save dYdX from its 45% crash?

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Crypto hacks hit record high in H1 2026 – What’s fueling the surge?

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Crypto hacks hit record high in H1 2026 – What’s fueling the surge?

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But Bin's Latest Speech: Do Not Miss Out on a Great Era

Dan Bin's Latest Speech: Don't Miss a Great Era On June 29th, Dan Bin, Chairman of Dongfang Harbor (东方港湾), delivered a keynote speech titled "Don't Miss a Great Era" at the "2026—All in the Silicon-based New Epoch" Mid-Year Strategy Summit. Addressing concerns about an AI bubble, Dan Bin argued from an industrial cycle perspective that "the risk of missing an era may be greater than worrying about short-term bubbles." He views humanity as standing at the dawn of the AI era, which could be more disruptive than the electronics, internet, and mobile internet eras. He posits that the AI wave is unlikely to end in just three or four years. Using the internet era's decade-long rhythm as a reference point—with ChatGPT's late 2022 launch as the starting line—a key risk assessment window may only arrive around 2033. Dan Bin emphasized that technological progress is the primary driver of long-term capital market growth, while factors like trade wars or interest rate hikes are secondary. Expanding to a civilizational scale, Dan Bin presented a thought experiment on silicon-based life potentially supplementing or succeeding carbon-based life as a direction for extending Earth's civilization, especially over cosmic timescales spanning billions of years. On geopolitics, he noted that AI is already rewriting warfare rules, as seen in conflicts like Ukraine, and that neither the U.S. nor China can afford to lose the AI race, with each leveraging different strengths. Reflecting on investment lessons, Dan Bin cited Warren Buffett's and Charlie Munger's admitted "regrets" about missing major tech opportunities like Microsoft, underscoring the need for continuous cognitive evolution. His firm, Dongfang Harbor, is deepening its research in foundational AI areas like computing power and storage. Dan Bin concluded by urging investors to maintain a long-term perspective, embrace the epochal shift, and rationally hold onto the opportunities presented by this transformative age. He closed with a poetic reminder: "The tide never turns back... Born in this time is a great fortune in itself. Don't let hesitation trap your steps, nor short-sightedness waste the years—do not miss this magnificent era that belongs to us."

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But Bin's Latest Speech: Do Not Miss Out on a Great Era

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