直播及社区KOL违规导流专项整治启动

火币资讯Pubblicato 2022-11-18Pubblicato ultima volta 2022-11-18

Introduzione

严禁社区作者/直播KOL进行广告导流。

Huobi的直播和社区本意为大家提供一个开放的交流渠道,让所有人都能对充满变化的加密世界,发表自己的观点和看法、交流投资理念和心得、分享行业热点与投资机会。

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但近期,部分主播在直播过程中,违规导流Huobi用户到外部渠道,甚至将Huobi用户引到诈骗交易平台;部分社区KOL通过各种渠道各种形式,千方百计导流用户。这些行为严重影响了Huobi平台和Huobi用户的利益,我们对此深恶痛绝。

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为了打击此类违规行为,即日起自12月底,我们将开展为期一个月专项整治:

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1.对社区华语区作者重点审查、定期抽查,发现广告宣传与导流的作者账号一律封禁;

2.在直播内容中含有其他平台信息、过度导流到个人社交账号的KOL一律禁播;

3.欢迎作者和KOL对违规内容进行举报,发现后将从严处理。

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同时,我们也提醒广大的Huobi用户擦亮双眼,不要相信作者和KOL推荐的外部交易平台,也不要轻易访问各类外部渠道的链接,任何超高回报的诱惑都伴随着诈骗的风险,一旦受骗,损失将无法追回。

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希望所有用户在社区发文和观看直播时,自觉维护平台秩序,抵制导流行为。

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——直播与社区运营团队

Letture associate

Didier Zheng Answers: Will MicroStrategy Enter a Death Spiral? How Will the Macro Trend Unfold in the Second Half of the Year?

In the latest WuShuo Uncensored podcast, investor Didier Zheng analyzes recent market trends. He argues that Bitcoin's recent decline is primarily driven by market anticipation of MicroStrategy potentially selling small amounts of Bitcoin regularly to cover cash flow for its growing priority shares and debt, rather than macro factors or ETF outflows alone. This creates a new dynamic of expected continuous selling pressure. Didier views Token as the new form of labor in the AI era, replacing human roles in execution and driving the ongoing rally in U.S. stocks within the AI supply chain (semiconductors, data centers). This shift is seen as a long-term structural change, boosting corporate profitability. He notes that crypto exchanges are naturally expanding into U.S. stocks and real-world assets due to the scarcity of valuable native crypto assets beyond Bitcoin and major protocols. For traders, the transition may not require a drastic change in strategy, as similar speculative and fundamental assets exist in both markets. The analyst believes the native crypto altcoin rally is likely over, severely damaged by the liquidity destruction from the "1011" crash event. Liquidity has migrated to deeper markets like U.S. equities. For the macro outlook, Didier expresses increased caution for H2 2024 due to potential market pressure from mega-IPOs (e.g., SpaceX) and the U.S. midterm elections. A Democratic sweep could bring stricter regulation for Web3 and AI. Long-term, he remains optimistic about the convergence of AI and blockchain, enabling a more automated, machine-driven economy, but expects a shift towards a more mature, institutional phase for the crypto industry.

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Didier Zheng Answers: Will MicroStrategy Enter a Death Spiral? How Will the Macro Trend Unfold in the Second Half of the Year?

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Bitcoin's Historically Rare Pattern: When August Rises, September Always Pulls Back, Followed by an Average 44% Surge in October

Historical Seasonal Pattern for Bitcoin Resurfaces: Strong August (Up 25% YTD) Points to Potential September Dip, Followed by October Rally Bitcoin is on track for its strongest August performance since 2017, with gains of approximately 25% for the month as of late August, trading between $78K-$79K. This has revived discussion of a historical seasonal pattern observed since 2013. Data shows that in the four previous years where Bitcoin posted a positive return in August (2013, 2017, 2020, 2021), the following September consistently closed in negative territory, with an average decline of about -5.9%. Notably, a positive September has never followed a positive August in Bitcoin's history. However, the pattern shows a potential silver lining. Following each instance of a "Green August" followed by a "Red September," the subsequent month of October has historically seen significant rallies. The average gain for October after such a sequence is approximately +44%. While this pattern highlights a recurring seasonal trend, analysts caution that it is based on a limited sample size of only four occurrences. Each period had distinct macroeconomic and market conditions. Therefore, past performance is not a reliable indicator of future results, and whether 2026 will follow this sequence remains to be seen as September trading begins.

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Bitcoin's Historically Rare Pattern: When August Rises, September Always Pulls Back, Followed by an Average 44% Surge in October

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Strive CEO: US Bond Market Approaching a Critical Point, Bitcoin's "Home Run Moment" Taking Shape

The CEO of Strive argues that the U.S. Treasury market is approaching a critical juncture, setting the stage for a major opportunity in Bitcoin. He highlights that unsustainable U.S. fiscal deficits and expanding entitlement programs are creating fundamental pressure for higher long-term bond yields. However, the political system is unwilling to enact necessary fiscal discipline. Consequently, as the 10-year Treasury yield enters a key resistance zone of 5.25%–5.85%, the narrative will shift to a potential bond market crisis. This will force policymakers (the Treasury or Federal Reserve) to intervene aggressively to suppress yields through tools like large-scale bond buybacks or balance sheet expansion. Since the underlying fiscal imbalance remains unresolved, the adjustment pressure will be transferred to the U.S. dollar, making it the "pressure release valve" of the system. A trend decline in the dollar, potentially to multi-decade lows, would create a historically unique macro environment for Bitcoin. Bitcoin stands to benefit as a scarce, non-sovereign monetary asset, especially as AI erodes the scarcity of traditional corporate moats. The author concludes that if bond market stress causes a Bitcoin dip, it would be a major buying opportunity; if not, having exposure is still crucial. The overall expectation is that the market is still underestimating Bitcoin's long-term upside potential in this unfolding macro shift.

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Strive CEO: US Bond Market Approaching a Critical Point, Bitcoin's "Home Run Moment" Taking Shape

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