DeFiance Capital创始人：Aave价值被严重低估，其具备巨大的增长潜力

长文源：区块律动Pubblicato 2021-08-24Pubblicato ultima volta 2026-06-18

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Dalio's Major Article: How to Position in the Current Market Environment?

In the current market environment, dominated by excitement and uncertainty around revolutionary AI technology, Ray Dalio emphasizes the critical importance of diversification. He identifies key drivers—debt/monetary conditions, political/social issues, geopolitics, natural forces, and new tech—that create a highly concentrated and risky landscape, reminiscent of past technological cycles. Dalio argues that while AI presents immense opportunities, investing heavily in a few leading tech stocks carries significant risk due to their inherent volatility, competitive pressures, potential over/under-investment, and unforeseen disruptions. Historical precedent shows that most investors fail during such phases by making concentrated bets. His core principle is to embrace diversification—holding 15+ high-quality, uncorrelated, and risk-balanced investments. This mathematically improves the risk-return profile, allowing for better returns at the same risk level through engineering, compared to any single concentrated bet. He notes that current equity valuations suggest low-to-negative expected returns, and cautions against conflating excitement for the technology with the attractiveness of the stocks. Ultimately, Dalio advises that knowing when not to bet—acknowledging the limits of one's knowledge—is as vital as knowing when to bet. In an environment of high uncertainty and concentration, a well-constructed, diversified portfolio is the optimal strategy.

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Dalio's Major Article: How to Position in the Current Market Environment?

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"Nvidia Concept Stock" CoreWeave Co-founder Interview: AI Demand Seems to Intensify Daily

Interview with CoreWeave co-founder Brannin McBee and VP Nick Robbins highlights the ongoing intensification of AI demand, driven by agents, reasoning, and enterprise adoption. They note a structural shift: bottlenecks are expanding beyond GPU availability to powered data center shells, CPU, storage, electrical work, and supply chain execution. CoreWeave, serving top AI labs and cloud giants, emphasizes its customer-driven model to anticipate and build for next-gen needs. The company has redesigned data centers to accommodate more CPU and storage alongside GPUs, anticipating increased demand for Nvidia's Vera CPU and Vera Rubin servers. While GPU procurement remains critical, competition now hinges on comprehensive engineering and delivery capability. CoreWeave leverages its execution track record and performance to compete with hyperscalers and other neocloud providers. Current primary constraint is powered data center shell availability, not components like HBM memory, though cost fluctuations are passed to customers under their contract model. Vera Rubin deployment is expected to ramp significantly through 2027, following a pattern similar to previous Nvidia platforms.

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"Nvidia Concept Stock" CoreWeave Co-founder Interview: AI Demand Seems to Intensify Daily

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Arthur Hayes' Latest Interview: AI Drains Market Liquidity, BTC Unlikely to Reach $100K This Year

Arthur Hayes recently liquidated major crypto holdings including HYPE, NEAR, Worldcoin, and Zcash. His decision stems from a macro view linking oil prices, the Iran conflict, U.S. politics, and an impending AI bubble peak. He argues that high oil prices, driven by prolonged Middle East tensions, are hurting the Republican Party's election prospects. To salvage the midterms, Hayes predicts Trump may pivot to an anti-AI populist stance—advocating for taxes and regulation—which could deflate the AI investment frenzy. Hayes highlights that the AI sector has absorbed nearly all excess market liquidity via massive debt issuance ($1.5T estimated since ChatGPT's launch), leaving little for crypto. He warns that the upcoming SpaceX IPO (valued at ~$1.8T, 100x sales) and other AI mega-listings are unsustainable and risk a broad market correction. When the AI bubble bursts, he expects high correlation across assets, dragging Bitcoin down too. For now, Hayes holds Treasury bonds and energy stocks. He sees crypto outperforming only after the AI mania cools and liquidity shifts, but not before a significant downturn. In a rapid-fire, he predicts Bitcoin below $100k by year-end and would currently invest new capital in ExxonMobil.

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Arthur Hayes' Latest Interview: AI Drains Market Liquidity, BTC Unlikely to Reach $100K This Year

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Survival Guide for Crypto KOLs

The article titled "A Survival Guide for Crypto KOLs" discusses the recent ban on "InfoFi" or "post-to-earn" applications (e.g., Kaito, Cookie) on X (formerly Twitter), which effectively ended the era of easy monetization through engagement farming. It attributes this move to X's desire to reclaim platform control over user attention and ad inventory, noting that the incentive structure had degraded content quality and user experience. The piece outlines both the benefits—like a cleaner feed and a focus on genuine content—and the drawbacks, including immediate economic losses for creators and exposed platform risk. It then provides an updated guide for crypto content creators, emphasizing a shift from quantity to quality. Key recommendations include: 1) Doubling down on high-signal, original content (e.g., deep-dive threads, data-driven analysis). 2) Diversifying platforms (e.g., Substack, YouTube) to mitigate dependency on X. 3) Pursuing direct monetization through brand deals, newsletters, and paid communities. 4) Aligning with professional crypto marketing agencies for distribution. 5) Prioritizing reputation, offline networking, and evergreen content. The conclusion frames the ban as a painful but necessary reset for Crypto Twitter, pushing the ecosystem towards more sustainable and professional content creation models where genuine creators can thrive with less noise.

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Oil Prices Fall Below $80, Bitcoin Yet to Rise: Liquidity Becomes Key Market Driver

Oil prices fell below $80 as a US-Iran peace framework eased tensions, but Bitcoin failed to rally, remaining around $64,900. The article argues that while lower oil removes a key bearish factor for BTC, the primary market drivers have shifted to liquidity conditions, Federal Reserve policy, ETF fund flows, and overall risk appetite. Historically, high oil prices threatened inflation, delaying Fed rate cuts and hurting risk assets like Bitcoin. Now, with oil prices down, Bitcoin's path hinges on whether this translates into lower inflation expectations, softer Treasury yields, and a more dovish Fed stance. Recent FOMC minutes still show concern over energy-driven inflation, keeping financial conditions restrictive. Bitcoin ETF flows showed a slight positive inflow recently, but sustained demand is needed for a meaningful shift. The market requires consistent signals: stable ETF inflows, declining yields, and improving risk sentiment alongside lower oil prices. Without this combination, lower oil alone may not boost BTC. The outlook presents two paths: a recovery if lower oil eases inflation, the Fed turns less hawkish, and ETF demand stabilizes, allowing BTC to reclaim the $66,900-$70,000 range. Conversely, Bitcoin could remain pressured if the peace deal stalls, the Fed remains restrictive, yields stay high, or ETF flows reverse. In summary, for the remainder of 2026, liquidity factors—Fed policy, ETF activity, and investor risk appetite—have surpassed oil prices as the critical determinants of Bitcoin's price trajectory.

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Oil Prices Fall Below $80, Bitcoin Yet to Rise: Liquidity Becomes Key Market Driver

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Come comprare AAVE

Benvenuto in HTX.com! Abbiamo reso l'acquisto di Aave Protocol (AAVE) semplice e conveniente. Segui la nostra guida passo passo per intraprendere il tuo viaggio nel mondo delle criptovalute.Step 1: Crea il tuo Account HTXUsa la tua email o numero di telefono per registrarti il tuo account gratuito su HTX. Vivi un'esperienza facile e sblocca tutte le funzionalità,Crea il mio accountStep 2: Vai in Acquista crypto e seleziona il tuo metodo di pagamentoCarta di credito/debito: utilizza la tua Visa o Mastercard per acquistare immediatamente Aave ProtocolAAVE.Bilancio: Usa i fondi dal bilancio del tuo account HTX per fare trading senza problemi.Terze parti: abbiamo aggiunto metodi di pagamento molto utilizzati come Google Pay e Apple Pay per maggiore comodità.P2P: Fai trading direttamente con altri utenti HTX.Over-the-Counter (OTC): Offriamo servizi su misura e tassi di cambio competitivi per i trader.Step 3: Conserva Aave Protocol (AAVE)Dopo aver acquistato Aave Protocol (AAVE), conserva nel tuo account HTX. In alternativa, puoi inviare tramite trasferimento blockchain o scambiare per altre criptovalute.Step 4: Scambia Aave Protocol (AAVE)Scambia facilmente Aave Protocol (AAVE) nel mercato spot di HTX. Accedi al tuo account, seleziona la tua coppia di trading, esegui le tue operazioni e monitora in tempo reale. Offriamo un'esperienza user-friendly sia per chi ha appena iniziato che per i trader più esperti.

331 Totale visualizzazioniPubblicato il 2024.12.11Aggiornato il 2026.06.02

Discussioni

Benvenuto nella Community HTX. Qui puoi rimanere informato sugli ultimi sviluppi della piattaforma e accedere ad approfondimenti esperti sul mercato. Le opinioni degli utenti sul prezzo di AAVE AAVE sono presentate come di seguito.