日报 | 中国将把对美商品关税从 125% 下调至 10% 且为期 90 天;Binance Alpha 积分达到 186 的用户可获得 362 枚 PUFFER 空投

链捕手Publicado em 2025-05-12Última atualização em 2025-05-12

整理:Jerry,ChainCatcher

 

重要资讯:

“过去 24 小时都发生了哪些重要事件”

Binance Alpha 将上线 REDACTED (RDAC)

据官方公告,Binance Alpha 平台将上线 REDACTED (RDAC)代币的交易平台。交易将于 2025 年 5 月 13 日正式开启,符合 Alpha 积分门槛要求的用户将在交易开始后 10 分钟内收到空投奖励。具体的积分门槛将在交易开启前公布。

同时,币安还将引入 Alpha 积分消耗机制,但该机制不适用于此次 RDAC 空投活动。

比特币矿企 American Bitcoin 与 Gryphon 签署合并协议,计划公开上市

据金十报道,比特币矿企 American Bitcoin 宣布与 Gryphon 数字采矿公司签署了正式的合并协议,计划公开上市。

广州南沙将打造区块链与数字资产融合应用平台

中国人民银行、金融监管总局、中国证监会、国家外汇局、广东省人民政府近日联合印发《关于金融支持广州南沙深化面向世界的粤港澳全面合作的意见》。

《意见》的支持数字产业发展中提到:支持在南沙建设区块链、人工智能等关键数字技术与金融场景融合应用的数据算力中心、研发认证中心、测评中心以及监管平台等机构。支持广州数据交易所完善数据流通交易综合性服务,与香港获许可的数字资产交易平台加强合作对接,创新数字资产交易服务方式。

知情人士:特朗普旗下公司 Truth Social 代币将在 72 小时内发行

据 X 用户 @cryptomanran 披露,特朗普旗下社交平台 TruthSocial 的 Meme 币将在接下来的 72 小时内上线。

此前报道,特朗普媒体集团拟推出 Truth Social 实用型代币。

Binance Alpha 积分达到 186 的用户可获得 362 枚 PUFFER 空投

据币安客服回复,Binance Alpha 用户若积分达到 186,可获得 362 枚 PUFFER 空投奖励。

此外,Alpha 积分在 147 到 185 之间(含)且 UID 以 5 结尾的用户将有机会获得幸运空投。

Binance Alpha 将上线 NEXPACE(NXPC)

据官方消息,Binance Alpha 将上线 NEXPACE(NXPC),交易将于 5 月 15 日开启。

从 5 月 13 日起,符合条件的用户可使用 Alpha Points 在 Alpha 活动页面上领取空投。活动页面及规则将于明天公布。

​​AggrNews:中国将把对美商品关税从 125% 下调至 10%,为期 90 天

据 AggrNews 报道,中国将自即日起对美国进口商品实施临时性关税下调政策,将现行 125%的关税税率降至 10%,有效期 90 天。

​​赵长鹏警示 Ledger 安全事件:社交账号成加密安全最薄弱环节​

币安创始人赵长鹏今日就 Ledger Discord 管理员账号遭黑客攻击事件发布重要安全警示。他指出,攻击者通过入侵 Ledger 官方 Discord 管理员账号,伪造安全漏洞公告,诱导用户前往钓鱼网站提交 24 字助记词。赵长鹏特别强调:"无论对方是谁,永远不要交出你的私钥恢复助记词",并指出"加密公司的社交网络账号往往是最薄弱的安全环节"。

此次攻击中,黑客精心设计了包含虚假补偿方案的钓鱼信息,谎称 Ledger 安全系统存在漏洞可能导致用户助记词泄露。值得注意的是,黑客使用的钓鱼域名具有高度迷惑性。赵长鹏的警示突显了当前加密行业面临的新型社交工程攻击风险,特别是针对官方沟通渠道的劫持威胁正在升级。

“过去 24 小时有哪些值得阅读的精彩文章”

流动性质押新范式,一文读懂去中心化保证金交易协议 Glow Finance | CryptoSeed

Glow Finance 提供一套互补的 DeFi 工具,围绕保证金账户、池化借贷和自动化策略构建。

中国多地税务稽查个人境外所得,币圈和美港股投资者需要担心吗?

中国四地税务机关联合核查居民境外收入,覆盖中产阶级群体。

a16z:近期传统金融拥抱稳定币关键事件梳理

这些事件背后有一个共同的核心:满足用户需求。

为什么大多数人炒币亏钱?高盛前高管 Raoul Pal 的反直觉致富之道

比特币 DCA 策略为财富基石,Sui 生态占其 70% 仓位,强调理性配置对抗市场波动。

奇葩 VC 大赏:10 种典型加密 VC,你遇到过几种?

不要为了融资而妥协选择投资人。

10 万美金只是起点?矿工持仓创周期新低 + 中美关税豁免,比特币开启狂暴模式

全球市场正处于比特币减半周期与贸易关系再平衡的双重节点,流动性重构或推动资产重新定价。

山寨季 or 山寨 G?“局部牛市”的两难之境

市场分歧较大,仍处于超跌修复阶段。

Meme 热门榜

根据 Meme 代币追踪和分析平台 GMGN 行情数据显示,截止 5 月 12 日 19:50 :

过去 24h 以太坊热门代币前五依次为:RATO、BERRY、DRMUTANT、PENCIL、OOGRE

过去 24h Solana 热门代币前五依次为:PIPE、POPCAT、Fartcoin、NFTLX、CNC

过去 24h Base 热门代币前五依次为:VIRTUAL、BOBR、SATO、Bsop、BABY SATO

Criptomoedas em alta

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Google Earth's newly launched "Create image" feature, powered by the Nano Banana 2 AI image generation model, was abruptly withdrawn shortly after its release due to being "played" by users. The feature allowed users to generate and overlay AI-created visuals directly onto real-world satellite and 3D maps in Google Earth. The tool enabled creative applications like historical recreations (e.g., visualizing ancient Pompeii), generating informational graphics for landmarks, and envisioning architectural projects or futuristic cityscapes on real terrain. It operated under "geospatial grounding," meaning the AI respected the underlying geography, topography, and perspective of the chosen map view. The model also integrated with Gemini to retrieve relevant factual information. However, upon release, users quickly tested its limits. A prominent example involved reimagining Philadelphia's historic Independence Hall as a post-apocalyptic ruin overrun by "happy" zombies, evil clowns, and giant alien mechs. This highlighted both the feature's playful potential and its risks regarding the generation of inappropriate or misleading content on realistic maps, leading to its swift temporary removal. Google stated it would re-release the feature after implementing "enhanced guardrails." Analysts note this move strategically leverages Google's vast proprietary geospatial data, positioning its AI not just for artistic generation but for spatially accurate world visualization—a unique advantage in the competitive AI image generation landscape.

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Altman Admits: Overestimated AI Snatching Jobs! Huang Renxun: The Unemployment Narrative Is Completely Backwards

Sam Altman has revised his earlier predictions about AI rapidly replacing jobs, admitting he overestimated the speed at which AI would eliminate entry-level white-collar roles. Speaking on the "Invest Like the Best" podcast, he stated that people do not truly want an AI CEO, as accountability and human connection remain critical. He found that individuals prefer interacting with people who can be held responsible for decisions. Similarly, NVIDIA's Jensen Huang argued that the narrative of AI destroying jobs is misguided. He distinguishes between tasks and jobs, noting that while AI can automate specific tasks, entire jobs—encompassing communication, judgment, coordination, and accountability—are not eliminated. He cited examples like radiologists and software engineers, where demand for these roles has increased as AI handles repetitive tasks, allowing for business expansion and the creation of more positions. Data from a University of Maryland and LinkUp study supports this, showing that U.S. job postings for new graduates have actually risen, countering the fear of vanishing entry-level roles. However, a significant shift is occurring: the traditional entry-level tasks that help newcomers gain experience are being automated, making initial career access more challenging. The key insight is that as AI takes over standardized tasks, the enduring value of human work shifts toward areas of responsibility, trust-building, and final decision-making—aspects that AI cannot replicate. The real "moat" for professionals lies in these irreplaceable human elements.

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Altman Admits: Overestimated AI Snatching Jobs! Huang Renxun: The Unemployment Narrative Is Completely Backwards

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Weekly Editor's Picks (0725-0731)

Weekly Editor's Picks (0725-0731) provides a curated selection of deep analysis, filtering out market noise. Key themes from this week include: **Macro & Policy:** The Federal Reserve's upcoming meeting is marked by high uncertainty, balancing cooling inflation data against persistent price pressures. Meanwhile, the U.S. crypto regulatory Clarity Act faces critical political hurdles, with its 2026 passage probability seen as low. **Investing & Crypto:** Analysis suggests long-term crypto success depends on conviction through volatile cycles, focusing on assets like Bitcoin and core smart contract platforms. A trend noted is the increasing similarity between global equity markets (especially tech) and crypto, driven by narrative and leverage. Several major crypto protocols show strong revenue growth, but this isn't always translating to token price appreciation due to sell pressure and structural factors. **AI & Semiconductors:** Nvidia's rising credit default swap rates signal market concern over AI infrastructure financing risks. The storage sector experienced volatility as markets began pricing in potential 2027 oversupply. Despite a record profitable quarter, SK Hynix's results were deemed "below expectations," reflecting heightened investor demands for future growth visibility. **Markets & DeFi:** TradeXYZ demonstrated remarkable accuracy in pre-market pricing for a major A股 listing. The token ONDO saw gains, linked to its growing role in the on-chain tokenized stock ecosystem. **Ethereum:** Post-Pectra upgrade, a major structural shift is underway as Lido begins migrating millions of ETH to new validator architectures designed for capital efficiency. **Also Highlighted:** Butian's bullish stock market move; OpenAI's Altman promising major advances; Samsung and SK Hynix securing large AI chip deals; Apple reaching a $5T market cap; and ongoing discussions around exchange security following Poolin's bankruptcy case.

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Low Investment Isn't Apple's Immunity Pass

While Meta and Google face investor scrutiny over ballooning AI capital expenditures, Apple's minimal AI investment has paradoxically become a strength. Its market cap recently reclaimed the global top spot, surpassing $5 trillion. The irony is deep: Apple's own AI efforts have lagged, with "Apple Intelligence" delayed and core talent lost, forcing reliance on partners like Google Gemini and Alibaba's Qianwen. Its Q3 FY2026 (Q2 CY) earnings initially seemed stellar. Revenue hit $109.4B (up 16% YoY), with iPhone and Mac sales, growing 22% and 29% respectively, driving most of the growth. However, the stock fell over 8% post-earnings. The primary concern was a weaker Q4 revenue growth forecast of 9-11%, below expectations, due to looming supply chain constraints. Apple is feeling the indirect cost of the AI boom. Soaring memory and chip prices, fueled by massive data center investments from Microsoft, Amazon, and others, are forcing Apple to raise Mac and iPad prices significantly. The upcoming iPhone launch is also expected to see substantial price hikes. Despite avoiding heavy AI infrastructure spending—its capital expenditures are actually down 28%—Apple cannot escape the industry-wide supply and cost pressures. While Apple's operating cash flow remains robust, its substantial R&D spending (up 32% YoY) has yet to yield major AI breakthroughs. As Tim Cook prepares to step down as CEO, Apple faces a challenging transition: balancing its premium hardware success against the strategic and cost pressures of the AI era it has so far cautiously navigated.

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Low Investment Isn't Apple's Immunity Pass

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Como comprar PUFFER

Bem-vindo à HTX.com!Tornámos a compra de Puffer (PUFFER) simples e conveniente.Segue o nosso guia passo a passo para iniciar a tua jornada no mundo das criptos.Passo 1: cria a tua conta HTXUtiliza o teu e-mail ou número de telefone para te inscreveres numa conta gratuita na HTX.Desfruta de um processo de inscrição sem complicações e desbloqueia todas as funcionalidades.Obter a minha contaPasso 2: vai para Comprar Cripto e escolhe o teu método de pagamentoCartão de crédito/débito: usa o teu visa ou mastercard para comprar Puffer (PUFFER) instantaneamente.Saldo: usa os fundos da tua conta HTX para transacionar sem problemas.Terceiros: adicionamos métodos de pagamento populares, como Google Pay e Apple Pay, para aumentar a conveniência.P2P: transaciona diretamente com outros utilizadores na HTX.Mercado de balcão (OTC): oferecemos serviços personalizados e taxas de câmbio competitivas para os traders.Passo 3: armazena teu Puffer (PUFFER)Depois de comprar o teu Puffer (PUFFER), armazena-o na tua conta HTX.Alternativamente, podes enviá-lo para outro lugar através de transferência blockchain ou usá-lo para transacionar outras criptomoedas.Passo 4: transaciona Puffer (PUFFER)Transaciona facilmente Puffer (PUFFER) no mercado à vista da HTX.Acede simplesmente à tua conta, seleciona o teu par de trading, executa as tuas transações e monitoriza em tempo real.Oferecemos uma experiência de fácil utilização tanto para principiantes como para traders experientes.

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Como comprar PUFFER

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Bem-vindo à Comunidade HTX. Aqui, pode manter-se informado sobre os mais recentes desenvolvimentos da plataforma e obter acesso a análises profissionais de mercado. As opiniões dos utilizadores sobre o preço de PUFFER (PUFFER) são apresentadas abaixo.

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