一场精英加密盛宴，换来 TRUMP 全盘价值缩水

marsbitPublished on 2026-04-27Last updated on 2026-04-27

撰文:Oluwapelumi Adejumo

编译:Saoirse,Foresight News

4 月 25 日,白宫记者晚宴因枪声被迫中断。一名携带多件武器的男子强行冲闯这场大型盛会的安检关卡,导致总统唐纳德・特朗普紧急撤离。

特朗普在 Truth Social 上发文称,美国执法人员已制服嫌疑人,该男子随后被确认为 Cole Allen。与此同时,社交媒体上涌现大量围绕此次事件的争议言论。

事发初期,特朗普曾要求主办方「活动照常进行」,但随后确认,有关部门已按照安全预案,下令全员紧急疏散。

他表示,第一夫人、副总统以及内阁成员均无人受伤,随后还发布了嫌疑人被制服的现场照片与安保监控画面。

TRUMP 代币跌至历史新低

这场白宫安全恐慌事件,为动荡的一天画上句号。而在当日早些时候,加密市场因特朗普相关资产出现剧烈波动。

4 月 25 日上午,总统在佛罗里达州棕榈滩的海湖庄园,宴请了 TRUMP Meme 币的 297 名大额持仓持有者。

这场活动定位精英专属聚会,特朗普现场发表主旨演讲;其中 29 名顶级持仓者,还受邀参加私人招待酒会,与他一同举杯。

这也是特朗普在过去一年内,第二次为该代币举办同类线下专属活动。

然而,总统身份带来的背书效应,完全没能提振 TRUMP 代币行情。该币种过去一年内价值暴跌超 97%。

据 CryptoSlate 数据,TRUMP 价格最低跌至 2.52 美元,较 24 小时高点下跌近 20%;相较 2025 年 1 月就职热潮期间 75 美元以上的高点,跌幅极其惨烈。

代币单日市值蒸发约 1 亿美元,仅剩 5.9 亿美元。

整体资产缩水规模触目惊心。CoinMarketCap 数据显示,该代币市值从去年年初近 100 亿美元,暴跌至发稿时的约 6.18 亿美元。

特朗普加密货币布局遭遇多方审视与质疑

这场庄园闭门晚宴,进一步激化了外界对特朗普大举涉足加密领域的批判声浪,美国民主党议员纷纷发声,要求对此展开专项调查。

除此之外,伦理学界专家多次指出严重弊端:总统公权力身份,与其个人投机类数字资产的金融利益深度捆绑,存在严重且反常的利益冲突隐患。

加密行业内部的质疑与批评也愈演愈烈。风投机构 Moonrock Capital 创始人 Simon Dedic 公开尖锐批评:

「这场特朗普 Meme 币晚宴,是近年来重创加密行业口碑的恶性事件之一,负面影响甚至超过 FTX 崩盘与 LUNA 暴雷。那些项目至少在倒闭前,还刻意伪装成合规正规项目;而如今,美国总统公然利用身份优势收割散户投资者,还将其包装成高端晚宴,肆无忌惮。」

Dedic 还指出,这款绑定特朗普的代币已从普通散户手中吸纳超过 43 亿美元资金,而 45 个内部关联钱包借此获利高达 12 亿美元。

TRUMP 代币主要持有者(来源:Dethective)

链上分析数据显示:出席本次晚宴的多数大额持仓钱包地址,都在活动结束后立刻抛售或转出了全部代币,集中套现离场。

Hyperliquid ETF Claim Draws Attention As HYPE Narrative Builds On X

A social media claim has brought attention to Hyperliquid (HYPE) and the growth of its related ETF products. According to a June 20 post on X by AlphaOnChain, three Hyperliquid ETFs launched in May 2026 have collectively amassed $158 million in assets under management, led by a Bitwise fund with $88 million and a 21Shares fund with $66 million. The article notes this claim is from social media and not verified by official issuer data, advising caution. Nonetheless, the report highlights that HYPE is gaining traction as a notable altcoin narrative. Its focus on on-chain perpetual trading and exchange infrastructure places it at the intersection of DeFi and derivatives, attracting traders looking for high-conviction plays beyond Bitcoin and Ethereum. The key takeaway is that while social momentum can influence short-term markets, sustainable growth for HYPE would require confirmed demand, liquidity, and continued ecosystem development.

bitcoinist44m ago

Hyperliquid ETF Claim Draws Attention As HYPE Narrative Builds On X

bitcoinist44m ago

How Does Codex Use a Computer? Three Entry Points and Permission Boundaries

This article explains the three primary methods for Codex to interact with a computer, each with distinct use cases, permission boundaries, and trust levels. **1. Computer Use:** This offers the broadest access, allowing Codex to visually control and interact with the graphical user interface of authorized macOS/Windows apps, system settings, and even iOS simulators. It's ideal for tasks lacking APIs or structured tools, such as operating legacy software or multi-app workflows. However, it's the slowest method and has the widest permission scope, requiring careful supervision for sensitive actions. **2. Chrome Extension:** This grants Codex access to the user's logged-in Chrome browser state, including cookies, profiles, and open tabs. It's best for tasks requiring user identity across websites like Gmail, LinkedIn, Salesforce, or internal dashboards. Its key advantage is multi-tab control for complex workflows. While more powerful for browser-based tasks than Computer Use, it carries higher sensitivity as actions are performed under the user's identity. **3. In-App Browser:** This is a browser isolated within the Codex thread, separate from the user's personal browsing data. It excels in web development and debugging scenarios—previewing local servers, testing responsive layouts, or annotating designs directly on the page. Its isolation is a strength for development but a limitation for tasks requiring login sessions. The core principle is to choose the narrowest, safest, and most structured interface for the task. Use plugins or MCPs first, resort to visual control (Computer Use) only for GUI-dependent tasks, employ the Chrome extension for identity-reliant browser work, and prefer the In-App Browser for isolated development. **Appshots** are clarified as a fourth, complementary tool for *inputting* context—capturing a screenshot of a window to point Codex to something—rather than a method for Codex to *act*. Together, this layered approach highlights a key to AI agent productization: not granting unlimited permissions, but constraining them within clear boundaries for specific tasks while preserving user oversight.

marsbit56m ago

How Does Codex Use a Computer? Three Entry Points and Permission Boundaries

marsbit56m ago

The "Iron Rule" of Chip Equipment Is Being Broken

For years, the semiconductor equipment industry followed an unwritten "iron rule": suppliers offered steep discounts for new tool introductions (Design-in) and faced consistent price pressure during repeat orders, especially during market downturns. This long-standing buyer's market dynamic is now being upended. Recently, SK Hynix's primary equipment suppliers have reportedly requested a 3-4% price *increase*, a nearly unprecedented move. This shift is driven by a severe supply-demand imbalance fueled by the AI compute boom. Securing equipment has become an urgent arms race as chipmakers' expansion speed dictates their ability to fulfill massive AI chip orders. Key areas feeling the strain include: **TCB (Thermal Compression Bonding) Equipment:** Demand is exploding, driven by the simultaneous needs of HBM4 memory stacking, AI chip Chip-on-Substrate (C2S), and logic Chiplet Chip-on-Wafer (C2W) packaging. Players like Hanmi Semiconductor, Hanwha Semitech, and ASMPT are receiving major orders. While hybrid bonding is seen as the future, TCB remains the pragmatic choice for HBM4 mass production, with its lifecycle extended by relaxed specifications and ongoing technological upgrades. **Test Equipment Bottlenecks:** Ironically, AI-driven shortages are now crippling test equipment manufacturing. Critical components like FPGAs, Driver ICs, and CPUs face severe shortages and extended lead times (up to 52 weeks for FPGAs), as AI data center and server vendors prioritize supply. This creates a paradoxical cycle: AI chip shortages drive fab expansion, which requires more test equipment, whose production is delayed because its key parts are diverted to make AI chips. The industry is entering a broad, AI-powered upcycle. SEMI forecasts global semiconductor equipment sales to hit a record $156 billion by 2027, fueled by investment in advanced logic/foundry, HBM-driven DRAM, and advanced packaging (like CoWoS). Major players like TSMC, SK Hynix, and Micron are aggressively ramping capital expenditure. In conclusion, leading equipment vendors are no longer just selling tools; they are selling the critical capability to deliver AI-era capacity. Pricing power is shifting decisively to those with indispensable technology in key process nodes like advanced logic, HBM, and advanced packaging, rewriting the industry's traditional power structure.

marsbit1h ago

The "Iron Rule" of Chip Equipment Is Being Broken

marsbit1h ago

Weekly Token Unlock: XPL to Release Millions in Token Value

Weekly Token Unlocks: XPL and SoSoValue Tokens Worth Over $10 Million Set for Release This week sees significant token unlocks for two projects. SoSoValue, an AI-powered crypto investment research platform, will unlock 13.03 million tokens, valued at approximately $3.87 million. The project aims to merge CeFi efficiency with DeFi transparency. Separately, Plasma, a Layer 1 blockchain designed for global stablecoin payments, will unlock 110 million tokens worth about $10.42 million. The network focuses on high throughput, stablecoin-native features, and full EVM compatibility. Both projects have provided their detailed token release schedules.

marsbit2h ago

Weekly Token Unlock: XPL to Release Millions in Token Value

marsbit2h ago

Bitcoin Must Hold $60K Or Risk Major Breakdown, TradingView Analyst Warns

Bitcoin has reached a critical juncture around the $60,000 level, which analysts view as a major technical and psychological support zone. According to a TradingView analysis, a successful hold above this demand area could pave the way for a recovery toward $81,000. However, the warning is clear: a decisive and sustained break below $60,000 would invalidate the bullish outlook, likely triggering stop losses and a deeper market correction. The current setup is described as a binary test—maintaining support keeps the recovery narrative alive, while losing it would signal a shift toward a more significant downturn.

bitcoinist3h ago