Huobi Global周刊

火币资讯Pubblicato 2022-11-06Pubblicato ultima volta 2022-11-06

Introduzione

本周加密市场都发生了哪些事?一起来回顾吧。

1. 香港发表虚拟资产政策宣言,正研究数字港元等试验计划;

2. Immutable X代币IMX解锁超2.5亿枚,约占总供应量的12.7%;

3. Huobi Global已开始执行PGALA交易手续费销毁计划;

4. 马斯克表示,Twitter每天亏损超400万美元。

#政策

1. 香港发表虚拟资产政策宣言,正研究数字港元等试验计划;
2. 香港为加密货币期货ETF发行商制定新规则;

3. 韩国金融服务委员会已决定优先考虑对加密投资者保护的立法;

4. 印度官员表示,在印度担任G20主席国期间,加密监管将成为优先事项;

5. 直布罗陀金融监管机构正探讨是否进一步监管稳定币和DeFi借贷;

6. 美国白宫召开CRI峰会,联合阻止勒索软件攻击者使用加密生态洗钱;

7. 澳大利亚证券与投资委员会主席称将对某些“高风险”加密产品采取行动;

8. 迪拜金管局在迪拜国际金融中心经济特区施行“加密代币制度”;

9. 英国立法委员会批准英国监管加密货币广告的权力;

10. 韩国检方已掌握Do Kwon操纵市场的证据,Do Kwon称将召开会议邀请全球警察参加;

11. 欧洲议会对加密法案MiCA的最终投票预计推迟至明年2月份。

#币种项目

1. Polkadot将实施提名池以帮助没有足够DOT的质押者;

2. Circle的SPAC合作伙伴拟将收购交易时间推迟至明年1月底;

3. DOGE的前50名持有者共持有871亿枚DOGE,占总供应量的63.71%;

4. Immutable X代币IMX解锁超2.5亿枚,约占总供应量的12.7%;

5. 支付巨头Worldpay将在Polygon上提供USDC结算服务;

6. Aptos上周处理交易数量近1000万;

7. 超34万个地址以0.09美元的平均价格购买了637亿枚DOGE;

8. 公链Sui推出3种新的支付交易类型Pay、PaySui和PayAllSui;

9. 莱特币挖矿难度创历史新高;

10. Solana手机将于12月15日起交付给开发者,于2023年初正式推出;

11. Huobi Global已开始执行PGALA交易手续费销毁计划。

#NFT

1. 10月以太坊链上NFT销售额仅2.75亿美元,创2021年7月以来新低;
2. 10月OpenSea交易额仅3.03亿美元,创2021年6月以来新低;

3. Visa推出世界杯主题系列NFT Visa Masters of Movement;

4. MetaMask与NFTBank合作,改进NFT价格追踪;

5. 华纳兄弟将推出《权力的游戏》系列NFT;

6. 苏富比拍卖5只“无聊猿”BAYC NFT;

7. Rarible提议为Doodles建立定制的NFT市场;

8. ImmutableX推出在以太坊上强制执行NFT版税的工具;

9. 一级方程式赛车制造商Haas F1 Team宣布与OpenSea合作。

#元宇宙

1. The Sandbox 2022年员工数量已几乎翻倍;

2. 元宇宙娱乐平台Zebra Labs完成500万美元融资,网龙和住友参投;

3. Yuga Labs宣布即将推出元宇宙NFT开放标准;

4. The Sandbox和Brinc公布入选其5000万美元元宇宙孵化计划的首批初创公司;

5. 游戏元宇宙项目MT Tower完成300万美元种子轮融资。

#DeFi

1. Team Finance白帽黑客地址已返还1340万美元资金;

2. Alpha Venture DAO与Sei Network合作,推出DeFi孵化计划;

3. 新加坡金管局宣布首个数字资产和DeFi行业试点上线;

4. 国际清算银行创新中心与多家银行探索使用DeFi进行跨境交易;

5. Skyward Finance遭遇漏洞利用,损失约300万美元;

6. DeFi收益平台Texture完成500万美元融资。

#融资

1. 企业业务合同管理软件供应商Icertis宣布完成1.5 亿美元的融资;

2. 区块链图书转售服务公司Bookvala以180万美元估值完成18万美元融资;

3. 野村部门以2亿美元的估值投资Orderly Network;

4. 链游平台WEMIX运营商Wemade完成约4657万美元战略融资,微软等参投;

5. 区块链支付公司Partior宣布完成由渣打银行牵头的 A 轮融资;

6. Amber Group正在进行超1亿美元的新一轮融资。

#Web3

1. 前贝恩投资者Magdalena Kala推出3000万美元的web3基金;

2. Web3通信协议WalletConnect完成1250万美元融资,Shopify领投;

3. Web3游戏Mythical Games三名高管离职;

4. Web3短视频平台Cheelee完成800万美元融资,Veligera Capital参投;

5. Web3基金会:Polkadot原生代币DOT已经变形,是软件,不是“证券”;

6. Web3游戏Mythical Games已裁员大约10%;

7. Web3基金会:Polkadot原生代币DOT已经变形,是软件,不是“证券”;

8. Web3游戏Mythical Games已裁员大约10%。

#其他

1. 比特币矿企Argo此前2700万美元融资计划宣告失败,或在短期内出现负现金流;

2. 推特称马斯克成为唯一董事;

3. Twitter创始人Jack Dorsey仍持有推特2.4%的股份;

4. 矿企CleanSpark投入590万美元新购矿机,日产能已达19.2枚比特币;

5. 灰度母公司DCG在重组中已裁员10%,达66名员工;

6. 加密矿商比特小鹿将IPO截止日期延长一年;

7. 摩根大通使用公链执行首次代币化资产交易;

8. Cathie Wood增持超700万美元的Block和Robinhood股票;

9. 截止10月31日Valor净销售额增至3.39亿美元;

10. PayPal第三季度净营收为68.5亿美元,同比增长11%;

11. Jack Dorsey旗下支付公司Block的Q3比特币销售额达17.6亿美元;

12. 马斯克表示,Twitter每天亏损超400万美元。

Crypto di tendenza

Letture associate

Rented Faith: How Much of the Bitcoin ETF Inflows Is Real Money?

"Rented Conviction: How Much of Bitcoin ETF Flows Is Real Money" The weekly inflows into Bitcoin ETFs are often interpreted as a gauge of institutional belief. However, a significant portion of this activity is driven by a hidden arbitrage trade, not directional conviction. The core mechanism is a cash-and-carry arbitrage: traders buy spot Bitcoin (often via ETFs) while simultaneously shorting CME futures to lock in the price difference, or "basis." This delta-neutral trade is essentially an interest rate play. In weekly data, about half the fluctuation in ETF flows can be explained by new short positions added by leveraged funds (hedge funds), with a correlation of 0.70. Bitcoin's price movement in a given week shows no statistical power in predicting these flows. While this arbitrage trade drives weekly *volatility*, it is not the main component of the cumulative *stock*. Of the total ~$55 billion in net ETF inflows, the current net arbitrage position is only about $1 billion. The remainder is steady, directional buying averaging ~$400 million per week, which constitutes the vast majority of the accumulated "mountain" over two years. Thus, ETF flow data overstates the *volatility* of conviction, not its *level*. This arbitrage trade has been unwinding for nearly two years. Leveraged fund short positions peaked at ~$14 billion in late 2024 and have since declined to ~$4.5 billion. When the basis compresses to unprofitable levels, ETF inflows and short positions retreat together. Recent outflows should not be mistaken for a loss of faith but rather the routine unwinding of this rate trade. For Ethereum ETFs, the pattern is weaker. Accounting for staking yield makes the basis often negative, so neither strong conviction buying nor robust arbitrage supports its flows. To interpret ETF flows correctly, monitor the CME basis versus T-bill rates and leveraged fund net shorts. They reveal how much of the next "demand" headline is real. The real, patient buy-and-hold demand is what constitutes the enduring bulk of ETF assets.

marsbit13 min fa

Rented Faith: How Much of the Bitcoin ETF Inflows Is Real Money?

marsbit13 min fa

Soaring Over Tenfold Within the Year: The Frenzy Over SK Hynix Leveraged Products

South China Morning Post The leveraged ETF tracking SK Hynix has surged over tenfold year-to-date, fueled by intense market speculation on the memory chip sector. By June 22, the value of the 'South Korea 2x Long SK Hynix ETF' listed in Hong Kong had skyrocketed by more than 1,061% since the start of the year, while its asset size exploded over twenty times from the end of last year. The rally is driven by AI-driven demand for high-bandwidth memory (HBM), with SK Hynix recently sampling its next-generation HBM4E product. However, industry professionals warn of significant risks. Leveraged ETFs magnify both gains and losses. During a recent market correction, while the underlying SK Hynix stock fell 19.1%, its double-leveraged ETF dropped nearly 38%. Korean regulators noted that such products could theoretically lose 60% in a single day. Additionally, these ETFs face risks like time decay in volatile markets, liquidity spirals during mass redemptions, and extreme price dislocations from market-making failures, as seen in early June when an ETF moved opposite to its underlying stock. The trading is predominantly driven by retail investors, with institutional capital largely absent due to the products' high volatility. Analysts caution that with the semiconductor sector at elevated valuations and facing geopolitical and supply chain uncertainties, leveraged ETFs pose a substantial threat of amplified losses for uninformed investors.

marsbit1 h fa

Soaring Over Tenfold Within the Year: The Frenzy Over SK Hynix Leveraged Products

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18 Months, Over 50x Surge: KIOXIA's Epic Comeback

KIOXIA, a NAND flash memory giant, staged a dramatic comeback driven by AI demand. After a period of significant losses, a failed merger, and missed HBM opportunities, its 2024 IPO began modestly. However, fueled by explosive demand for AI data storage, its stock price skyrocketed over 50 times within 18 months, making it Japan's most valuable company, surpassing Toyota. Its Q1 FY2026 profit guidance soared 30-fold year-over-year, with 2026 NAND capacity already sold out. Key to its success is its 3D NAND technology, BiCS FLASH. As the inventor of NAND, KIOXIA advanced its technology through generations, reaching over 200 layers by 2023. Key innovations include CBA (CMOS directly Bonded to Array), which separately manufactures control circuits and memory arrays for better performance, and OPS (On Pitch Select Gate) to increase density. The company is now developing high-capacity packages like an 8TB solution stacking 32 dies. Looking beyond NAND, KIOXIA is exploring 3D DRAM with its OCTRAM technology, using oxide semiconductor transistors for ultra-low leakage to reduce power consumption. This fundamental research differs from HBM and represents a long-term bet to extend its 3D expertise from NAND into future DRAM architectures. KIOXIA's story highlights how technological assets and shifting market cycles can rapidly transform a company's fortunes. While questions remain about sustaining growth beyond the current AI boom, its resurgence demonstrates that in semiconductors, being down does not necessarily mean being out.

marsbit1 h fa

18 Months, Over 50x Surge: KIOXIA's Epic Comeback

marsbit1 h fa

Market Trends in U.S. Stocks (June 23): Peak at Listing? SpaceX Loses Over $800 Billion in Three Days, Tech Stocks Experience Severe Internal Divergence

Stock Market Trends (June 23): Did SpaceX Peak at IPO? The company loses over $800 billion in market value in three days as a sharp divergence unfolds within the tech sector. SpaceX's post-IPO decline of over 20%, falling below its first-day close, reflects a swift market repricing. The catalyst is a clear shift in narrative from "AI platform potential" to concerns over rising capital costs, as its $8.57 billion IPO and subsequent $20 billion debt offering are earmarked for acquisitions and refinancing existing bridge loans rather than de-leveraging. While high-valuation tech stocks like Google, Meta, Amazon, and Microsoft faced pressure, Micron surged nearly 7% to a record high following a strategic supply deal with Anthropic for HBM and memory, highlighting robust, tangible demand in AI infrastructure. The broader market saw funds rotate into more defensive industrial and financial names. Macro factors included a dip in oil prices to a three-month low on news of a US-Iran framework deal, though logistical hurdles for resuming full Strait of Hormuz shipments remain. Key events ahead include Nvidia's shareholder meeting, Micron's earnings, and the May PCE inflation data. The latter will be crucial in determining whether the sell-off in high-valuation growth stocks, which appears to have just begun, will persist.

marsbit1 h fa

Market Trends in U.S. Stocks (June 23): Peak at Listing? SpaceX Loses Over $800 Billion in Three Days, Tech Stocks Experience Severe Internal Divergence

marsbit1 h fa

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Come comprare DOT

Benvenuto in HTX.com! Abbiamo reso l'acquisto di Polkadot (DOT) 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 PolkadotDOT.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 Polkadot (DOT)Dopo aver acquistato Polkadot (DOT), conserva nel tuo account HTX. In alternativa, puoi inviare tramite trasferimento blockchain o scambiare per altre criptovalute.Step 4: Scambia Polkadot (DOT)Scambia facilmente Polkadot (DOT) 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.

481 Totale visualizzazioniPubblicato il 2024.12.12Aggiornato il 2026.06.02

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