火币一周大事件总结(09.26-10.02)

火必Published on 2022-10-02Last updated on 2022-10-05

Abstract

1. 比特币挖矿难度下调2.14%至31.36 T,为近两月来首次难度下调; 2. 韩国检方:Do Kwon被列入国际刑警组织通缉名单; 3. 美联储主席鲍威尔:有必要对加密货币进行适当的监管,支持包括加密在内的负责任的创新; 4. 数据:美联储上周实现缩表逾159亿美元。

1. 比特币挖矿难度下调2.14%至31.36 T,为近两月来首次难度下调;

2. 韩国检方:Do Kwon被列入国际刑警组织通缉名单;

3. 美联储主席鲍威尔:有必要对加密货币进行适当的监管,支持包括加密在内的负责任的创新;

4. 数据:美联储上周实现缩表逾159亿美元。

“”

#政策

1. 数据:美联储上周实现缩表逾159亿美元;

2. 俄议会金融市场委员会主席:俄罗斯交易所准备加入数字货币出口结算服务;

3. 韩国国会将于10月对Luna-Terra事件展开国政监察;

4. 美国八个州对加密借贷平台Nexo采取执法行动;

5. 日本计划修订反洗钱法,要求加密交易运营商分享客户信息;

6. 俄罗斯计划在明年之前使用数字卢布与中国进行贸易结算;

7. 美联储主席鲍威尔:有必要对加密货币进行适当的监管,支持包括加密在内的负责任的创新;

8. 欧盟计划于2023年就数字欧元提出立法;

9. 美联储主席鲍威尔:DeFi 扩张到零售前需要适当监管;

10. CFTC 专员呼吁成立重点关注零售交易者的新办公室并保护加密市场;

11. 消息人士:欧盟将在俄罗斯举行独立投票后禁止其进行加密支付;

12. CFTC主席:良好的监管可能会促使加密行业的增长;

13. 欧洲AML规则可能涉及DeFi、DAO和NFT;

14. 哈萨克斯坦计划将加密货币合法化;

15. 美CFTC专员:尽管以太坊已转为PoS机制,但其仍是商品;

16. 俄罗斯将为哈萨克斯坦加密矿工提供电力。

“”

#币种项目

1. Protocol Labs:Filecoin虚拟机预计将于2023年初发布,测试网将于11月28日推出;

2. 韩国检方:Do Kwon被列入国际刑警组织通缉名单;

3. Messari CEO:熊市有利于筛选更合适的人,监管机构应该参与行业对话;

4. 数据:美元稳定币USDC市值自6月1日以来已蒸发超65亿美元;

5. 以太坊合并将中国GPU价格推至“最低水平”;

6. Cardano创始人抨击以太坊:技术不完善是以太坊社区追求合并的根本原因;

7. 澳大利亚将于2023年年中开始对eAUD进行CBDC试点测试;

8. 美国银行:加密货币将继续充当风险资产;

9. 以太坊开发人员:提议将EIP-4758纳入以太坊上海升级;

10. 韩国对Do Kwon发出逮捕令后不久,LFG钱包转移了3313枚BTC;

11. Galaxy Digital与Chainlink合作共同提供加密价格喂价;

12. Revolut获得FCA批准可以在英国提供加密服务;

13. 法国央行CBDC项目将管理DeFi流动性、清算代币化资产;

14. 比特小鹿设立2.5亿美元基金,以购买比特币矿工所持有的不良资产;

15. 比特币挖矿难度下调2.14%至31.36 T,为近两月来首次难度下调;

16. Do Kwon:Terraform Labs及LFG等实体的资金未被冻结;

17. Cardano主网已支持Vasil新功能和Plutus V2成本模型;

18. 瑞典、挪威和以色列央行将与BIS测试央行数字货币跨境支付;

19. Terraform Labs:韩国检方将案件高度政治化,LUNA 并未被归为证券;

20. Circle将推出专注于USDC支付的桥接协议;

21. Vitalik Buterin:可扩展性是以太坊合并后的重点;

22. 香港金管局总裁:香港将从第四季度开始测试e-HKD;

23. 资管巨头贝莱德为欧洲客户推出区块链ETF;

24. 德国电信提供以太坊区块链质押;

25. Harmony计划从10月开始为Horizon跨链桥恢复分配资金;

26. Messari:以太坊合并促使区块奖励较上一季度减少90%;

27. 谷歌前CEO:Chainlink比其竞争对手拥有“更好的技术”;

28. Terra Classic (LUNC) 核心开发者提议移除Terra Swap的稳定币交易模块。

“”

#NFT

1. UniSwap COO:今年秋季将推出一站式NFT交易产品;

2. 报告:第三季度NFT市场交易量减少75%至20亿美元;

3. 万事达卡推出可定制NFT主题借记卡;

4. 苹果新政策将允许NFT市场通过Apple Pay出售NFT;

5. OpenSea新增支持以太坊二层解决方案Optimism;

6. 联合国儿童基金会使用NFT为发展中国家筹集资金;

7. OpenSea与华纳音乐集团达成合作推出音乐NFT;

8. Meta支持用户在Instagram和Facebook上交叉发布数字收藏品。

“”

#元宇宙

1. 沃尔玛通过Roblox推出虚拟乐园和游戏世界;

2. 西班牙电信巨头Telefonica与高通合作开发元宇宙计划;

3. 汇丰银行将于10月24日起在The Sandbox举办虚拟橄榄球活动;

4. 《绝地求生》之父:下一款游戏将采用NFT、元宇宙和区块链技术;

5. 阿联酋经济部在元宇宙开设新总部;

6. Meta宣布冻结招聘并计划重组团队;

7. 资管巨头贝莱德计划推出元宇宙ETF。

“”

#DeFi

1. Acala关于恢复运营的第一阶段投票已通过,LP可提取流动性;

2. 数据:DeFi协议中的TVL跌破1000亿美元,较去年12月下跌68%;

3. MakerDAO联合创始人提议创建meta-DAO,并将协议的资金转移到以太坊上;

4. Acala已通过并执行恢复运营的第二阶段社区投票;

5. Loopring Layer 2上线“L2 DeFi Port”;

6. 跨链DEX聚合器Transit Swap遭黑客攻击,超2100万美元资产被盗,攻击者已归还约 70% 的被盗资产。

“”

#融资

1. Theta Capital推出第三支区块链投资基金,拟募资2.5亿美元;

2. Fasanara Capital推出3.5亿美元的金融科技和加密风险投资基金;

3. Further Ventures推出2亿美元新基金,专注于数字资产和金融科技等领域;

4. 加密投资公司Pantera Capital计划为第二支区块链基金筹集12.5亿美元;

5. Emurgo将投资2亿美元以促进Cardano生态发展。

“”

#Web 3

1. Pantera Capital CEO:Web3用户将达到10亿人;

2. 谷歌前CEO:Web3整体营销策略“有点超前”,加密监管为时尚早。

Related Reads

Podcast Notes: Hyperliquid Has Become the Top Interest Point for Traditional Hedge Funds

Empire Podcast hosts Jason Yanowitz and Santiago Santos discuss the surging institutional interest in Hyperliquid, a decentralized perpetual exchange, marking the highest level of engagement from traditional hedge fund managers since Paul Tudor Jones endorsed Bitcoin in 2020. The primary driver is the demand for weekend trading of commodities like oil, especially during geopolitical tensions such as the Iran conflict, as Hyperliquid provides the only active price discovery venue when traditional markets are closed. Trade XYZ, a front-end on Hyperliquid, has seen significant growth, with weekend oil price predictions having a median error of only 50 basis points. Santos predicts commodity trading volume on Hyperliquid will surpass Bitcoin within the year and that its market cap could rise from $25 billion to $100 billion. Other key points include Kraken raising $200 million at a reduced valuation of $13.3 billion, and the SEC clarifying that self-custodied DeFi frontends like MetaMask are not subject to broker-dealer rules, resolving a major regulatory uncertainty. The hosts also note the strong correlation between crypto and macro markets, with the S&P 500 posting one of its best 10-day rallies since 1950. They highlight MicroStrategy's continued Bitcoin acquisitions and the potential of real-world asset (RWA) tokenization as a key trend. The discussion concludes with skepticism towards many L2 projects, predicting a wave of protocols truly going to zero as capital concentrates in proven assets like Bitcoin and Hyperliquid.

marsbit4h ago

Podcast Notes: Hyperliquid Has Become the Top Interest Point for Traditional Hedge Funds

marsbit4h ago

a16z: The Next Frontier of AI, The Triple Flywheel of Robotics, Autonomous Science, and Brain-Computer Interfaces

a16z presents a comprehensive investment thesis for the next frontier of AI: Physical AI, centered on a synergistic flywheel of robotics, autonomous science, and novel human-computer interfaces (HCIs) like brain-computers. While the current AI paradigm scales on language and code, the most disruptive future capabilities will emerge from three adjacent fields leveraging five core technical primitives: 1) learned representations of physical dynamics (via models like VLA, WAM, and native embodied models), 2) embodied action architectures (e.g., dual-system designs, diffusion-based motion generation, and RL fine-tuning like RECAP), 3) simulation and synthetic data as scaling infrastructure, 4) expanded sensory channels (touch, neural signals, silent speech, olfaction), and 5) closed-loop agent systems for long-horizon tasks. These primitives converge to power three key domains: * **Robotics:** The literal embodiment of AI, requiring all primitives for real-world physical interaction and manipulation. * **Autonomous Science:** Self-driving labs that conduct hypothesis-experiment-analysis loops, generating structured, causally-grounded data to improve physical AI models. * **Novel HCIs:** Devices (AR glasses, EMG wearables, BCIs) that expand human-AI bandwidth and act as massive data-collection networks for real-world human experience. These domains form a mutually reinforcing flywheel: Robotics enable autonomous labs, which in turn generate valuable data for robotics and materials science. New interfaces provide rich human-physical interaction data to train better robots and scientists. Together, they represent a new scaling axis for AI, moving beyond the digital realm to interact with and learn from physical reality, promising significant emergent capabilities and value.

marsbit5h ago

a16z: The Next Frontier of AI, The Triple Flywheel of Robotics, Autonomous Science, and Brain-Computer Interfaces

marsbit5h ago

Trading

Spot
Futures
活动图片