Венчурные инвесторы раскрыли карты: что ждет криптоиндустрию при Трампе

cryptonews.ruPublished on 2020-05-18Last updated on 2024-11-18

Головокружительный взлет биткоина выше $93 000 совпал с триумфальным возвращением Дональда Трампа (Donald Trump) в президентское кресло. Масштаб происходящего особенно впечатляет на фоне 2018 года, когда первая криптовалюта стоила всего $3 000.

Новая эра для криптоиндустрии

Опрошенные изданием The Block венчурные инвесторы не скрывают воодушевления. «Предыдущая администрация нанесла серьезный урон инновациям. Теперь, когда основатели проектов получили свободу для экспериментов, нас ждет настоящий прорыв», — заявил партнер-основатель 1kx Лассе Клаузен (Lasse Clausen).

С ним солидарна Арианна Симпсон (Arianna Simpson), генеральный партнер a16z crypto. По ее словам, грядущие изменения в регулировании откроют новые возможности для компаний в сфере web3.

Эван Фишер (Evan Fisher) из Portal Ventures, недавно привлекшего $75 млн для инвестиций в криптостартапы на ранних стадиях, прогнозирует приток опытных предпринимателей в индустрию. «Мы увидим, как в криптосферу начнут входить основатели топового уровня», — отметил он.

Ставки на будущее

Венчурные фонды делают ставку на несколько ключевых направлений:

Синергия криптовалют и искусственного интеллекта
DeFi и токенизация реальных активов
Стейблкоины и платежные решения
Инфраструктурные проекты

Эд Роман (Ed Roman), сооснователь Hack VC, назвал криптопроекты с ИИ «самой горячей категорией» с потенциалом в несколько триллионов долларов. «ИИ — это не мимолетное увлечение, как NFT. Это реальная ценность для бизнеса», — подчеркнул он.

Риски и предостережения

Впрочем, не все так безоблачно. Клаузен выразил обеспокоенность иммиграционной политикой Трампа, которая может привести к инфляции заработных плат и негативно повлиять на рисковые активы.

Эрик Чжан (Erick Zhang) из Nomad Capital предупредил о возможном снижении энтузиазма, если громкие заявления о превращении биткоина в стратегический резервный актив США не воплотятся в жизнь достаточно быстро.

Introducing: Market Compass

Glassnode introduces Market Compass, a dashboard providing a unified view of Bitcoin market conditions. It consolidates thousands of on-chain and market metrics into seven "lenses." Four forward-looking lenses (Macro, Capital Flows, Investor Behavior, On-Chain Fundamentals) feed a headline composite score from 0 (Risk-Off) to 100 (Risk-On). Three standalone lenses (Cycle Position, Derivatives, Cross-Asset Rotation) describe the current market structure. In the current reading, the headline score is 14/100 (Risk-Off), indicating a defensive regime. The Macro lens is the weakest at 23, constrained by a strong US Dollar (DXY) trading above its 200-day average. While the other forward-looking lenses show moderate improvement from recent lows, the overall picture suggests bottom-fishing within an unturned market cycle. Key observations include stablecoin supply shrinking (reduced buying power), long-term holders absorbing supply, tepid on-chain demand, and a derivatives market coiled for a potential move. The tool is designed as a contextual map, not a direct trading signal, synthesizing complex data into a single coherent read.

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insights.glassnode2h ago

NVIDIA CPU Advances, China's RISC-V Responds: Semiconductor Deep Dive - Part Four

NVIDIA is set to launch its new Vera AI data center CPU in China as early as August, with high pricing. While this move offers a new option, it highlights China's continued dependence on foreign-controlled Arm architecture. In response, the Chinese semiconductor industry is increasingly turning to RISC-V as a strategic alternative for achieving high-performance computing autonomy. The article explores the concept of the "impossible triangle" in CPU development—balancing prosperity, control, and autonomy—and posits that RISC-V's open-source, modular nature offers a unique path to achieving all three. While RISC-V is already dominant in embedded systems, the focus is now shifting to data centers and AI workloads. China has become a global hotspot for RISC-V development, driven by AI-driven compute demand, supply chain concerns from export controls, cost benefits of open-source, and strong policy support. Multiple Chinese companies have reportedly crossed the key performance threshold of 15 SPECint per GHz, a benchmark for entering the high-performance CPU club. Progress extends beyond single-core benchmarks. Companies are developing complete computing subsystems, including commercial-grade coherent network-on-chip (NoC) technology and server processors with up to 40 cores that strictly adhere to the RVA23 standard to ensure software compatibility. Real-world applications are emerging in areas like video transcoding and edge AI. However, significant challenges remain. The RISC-V ecosystem faces fragmentation, immature toolchains and verification processes, and gaps in single-core performance and energy efficiency compared to mature x86 and Arm architectures. The formidable software moat, epitomized by NVIDIA's CUDA, is a long-term hurdle. In conclusion, while RISC-V cannot immediately replace offerings like NVIDIA's Vera, it represents a viable long-term path for China to develop a self-sufficient, high-performance CPU ecosystem. The journey is acknowledged to be long and arduous, requiring sustained effort to overcome technical and ecosystem challenges.

marsbit3h ago

NVIDIA CPU Advances, China's RISC-V Responds: Semiconductor Deep Dive - Part Four

marsbit3h ago

Stratosphere, Pudgy Penguins and Streamex Host Founders Table VIP Dinner During ETHConf 2026 and NYC Tech Week

During ETHConf 2026 and NYC Tech Week, Stratosphere, Pudgy Penguins, and Streamex co-hosted an exclusive Founders Table VIP Dinner in New York City. The June 9th event assembled a select group of founders, C-level executives, investors, and institutional leaders from firms such as Citi, BitGo, Delphi Digital, and Pyth Network for private, agenda-free networking. The dinner aimed to foster natural conversations among key figures across digital assets, tech, AI, and traditional finance. Stratosphere contributed its extensive network, Pudgy Penguins added its strong consumer brand community, and Streamex provided expertise in tokenized commodities and institutional markets. Stratosphere CEO Hassan Shaikh highlighted the importance of such gatherings for discussing market trends, particularly commodity tokenization. The Founders Table series, which runs alongside major industry conferences, is designed to build high-quality, relationship-driven connections that are difficult to achieve on standard conference floors. Stratosphere positions itself as an ecosystem growth partner for leading tech and finance brands.

TheNewsCrypto5h ago

Stratosphere, Pudgy Penguins and Streamex Host Founders Table VIP Dinner During ETHConf 2026 and NYC Tech Week

TheNewsCrypto5h ago

My Coding Betting Dashboard is Profiting, but Polymarket is Truly Not a Good Place for 'Arbitrage'

The author built a custom monitoring dashboard for Polymarket, a prediction market platform, and tested it with $1,600, achieving over 30% returns. However, the core argument is that Polymarket is not a good venue for traditional arbitrage. The dashboard has two main sections: a "Portfolio Dashboard" for tracking active positions with key metrics like total capital, P&L, and a risk-control module using a tier system (T1, T2, T3), and an "Opportunity Watchlist" for monitoring markets. The article details a critical structural trap in binary markets: a bet with a high perceived probability of success still carries a 100% loss risk if wrong. The author's T1/T2/T3 system is designed to manage this by limiting position sizes based on conviction and time horizon, emphasizing that high confidence should not equal high concentration. A key insight is the danger of "pseudo-diversification"—betting on different markets driven by the same underlying variable. The author concludes that Polymarket offers few true low-risk, arbitrage opportunities. It is instead a high-risk environment where wins can create a false sense of mastery, leading to large losses. The platform is better viewed as a training ground for honing judgment through disciplined, framework-driven betting rather than a reliable income source. The tools help transform intuition into structured, rule-based decisions to mitigate the risk of catastrophic errors.

marsbit6h ago

My Coding Betting Dashboard is Profiting, but Polymarket is Truly Not a Good Place for 'Arbitrage'

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WeChat AI Card Hands-On Guide: Has the AI Shopping Era Arrived?

**"WeChat AI Card" Practical Test Guide: Has the Era of AI Shopping Arrived?** WeChat has officially launched the "AI Exclusive Card," a feature integrated into its Workbuddy AI assistant. This card is designed to handle payments for AI-initiated purchases. Our hands-on test reveals it's not yet a tool for fully autonomous AI shopping, but rather a controlled payment layer for AI agents. The AI Card functions as an isolated sub-wallet within WeChat Pay. Users must bind the card and transfer funds into it from their main wallet. Crucially, every transaction requires explicit user confirmation via smartphone scan; AI cannot spend autonomously. Currently accessible through the Workbuddy agent, the card targets specific digital consumption scenarios: purchasing paid content (reports, data), calling paid APIs/tools, and subscribing to services. Its design prioritizes security and control by separating funds and mandating approval for each payment. We tested a real-world scenario: ordering bubble tea via Workbuddy using a "Meituan Life Assistant" skill. The process encountered multiple hurdles: high "skill" usage costs (exceeding daily free credits), and most importantly, while a payment was successfully initiated, the AI purchased an incorrect product (a mismatched group-buy coupon instead of the desired drink). This highlights the current limitation: the **AI Card only solves the payment step**. The broader challenge lies in the **AI agent's execution chain**—accurately understanding intent, navigating third-party platforms, selecting the right product, and ensuring proper fulfillment. The payment succeeded, but the purchase failed to meet the user's need. In conclusion, the WeChat AI Exclusive Card is a cautious, early-step experiment in AI commerce. It provides a secure, user-controlled payment method for agent interactions but is not yet capable of reliable, end-to-end complex purchases. For now, it's best used for low-value, low-risk digital services with careful user verification at each step. The vision of AI handling complete shopping tasks remains a work in progress.

marsbit8h ago

WeChat AI Card Hands-On Guide: Has the AI Shopping Era Arrived?

marsbit8h ago

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