【一周靓文】市场恐慌情绪主导,多米尼克元宇宙呼之欲出

火币资讯Publicado em 2023-03-11Última atualização em 2023-03-11

Resumo

一周靓文,回顾过去一周最值得关注的热点文章,帮您快速理解市场动态。

一周靓文,介绍过去一周最值得关注的热点文章,帮助投资者深刻理解市场动态。

1、火必热点

《火必抢跑 Web3.0,多米尼克元宇宙呼之欲出》

数字经济下,Web2.0 与 Web3.0 的融合大势所趋,催生出一个无限增量市场。Web3.0 成为必争的主战场,巨头们围绕规则、标准与话语权的抢夺展开竞争。 加密行业的创业者们也迎来了一次机会窗口。

点击查看

《波场TRON将牵头多米尼克元宇宙数字身份项目开发》

波场TRON将发展加勒比地区首个数字身份计划,包括搭建多米尼克元宇宙、运营多米尼克数字身份项目及多米尼克国家代币项目。

点击查看

2、FUD来临

《【研报精选】硅谷银行爆雷,市场FUD情绪开始弥漫》

周四,费城银行指数暴跌7.7%,创2020年6月份以来最差单日表现,这源于美国银行股的两个“雷”。周三,专注于投资加密货币的银行Silvergate关门大吉。但更大的雷爆在周四,硅谷银行出现流动性危机,这把投资者吓坏了,市场最担心的是,科技泡沫的破灭恐怕会传导至美国的金融体系,从而互联网泡沫破裂甚至金融危机将会重演。

点击查看

《Silvergate 暴雷后,还有哪些加密银行?》

随着 Silvergate 的暴雷,很多加密公司需要寻找出路,风投们也正努力的推荐像 Silicon Valley Bank 这样的接受加密的银行,将加密公司与新银行配对,但随着传统金融对加密的担忧越重,能选择的银行也就越来越少。The Information 发布了关于“Silvergate 之后的加密友好银行”文章。

点击查看

《鲍威尔讲话意外“放鹰”,3月加息50个基点的预期升破50%

当地时间3月7日上午,美央行主席鲍威尔在参议院发表半年度货币政策证词。鲍威尔表示,由于通胀持续存在,美联储可能会继续收紧货币政策,而且可能会比之前预期的更快,这是继上个月加息步伐放缓后出乎意料的激进姿态。

点击查看

《Silvergate与加密有什么关系?暴雷的原因是什么?》

近日,加密友好银行 Silvergate Bank 的控股公司 Silvergate Capital Corporation 宣布将推迟提交 2022 财年的年度 10-K 报告,Silvergate 表示,”公司目前正在分析与公司有关的某些监管询问和调查“。随后,加密市场上,包括 Coinbase、Circle、Tether 以及 Galaxy Digital 在内的众多加密公司和加密交易平台纷纷与其撇清关系;而资本市场上,Silvergate 美股昨夜则遭遇暴跌。Bloomberg 加密领域记者 Matt Levine 撰写了关于 Silvergate 遭受”银行挤兑“的文章分析其原因。

点击查看

3、捕捉风口

《以太坊大事记:上海升级,我们需要关注的内容

以太坊即将要的另一次升级被称为“上海”,原本预计将在不远的将来举行,可能产生全面的经济影响。

点击查看

《【研报精选】抽丝剥茧看穿 LSD 高阶玩法本质

ETH Staking 奖励是相对平等的,那么那些高收益的 LSD 项目是怎么回事?有一句名言:如果你不知道收益从哪来,那你就是收益来源。

点击查看

《【研报精选】上海升级临近,LSD再次兴起

随着上海的升级换代即将到来,LSD再次兴起。其中一个项目,是一个捡拾和铲除的游戏引起了我的注意,而且它远不止于此。以下是我为什么相信$SSV能从众多项目中脱颖而出,并拥有巨大的上升空间的原因。

点击查看

4、加密故事

《美国第一个100%核能比特币矿场诞生,能否可持续发展?

近期,美国首个承载比特币挖矿服务的核动力数据中心宣告正式建成。这一事件使得核能挖矿再次进入了人们的视野。一直以来,核能挖矿的可行性问题也是各国专家的争论焦点。而其是否能承担起一条可持续发展道路的重担,还需要更多的实践成果来佐证。

点击查看

《避坑指南:如何正确冲Yuga Labs的比特币NFT拍卖?

北京时间今天上午 7 点,备受期待的 Yuga Labs 比特币 NFT 系列“TwelveFold”正式拍卖。TwelveFold 系列包含 300 件限量版生成艺术作品,每件都刻在比特币区块链上;每件 NFT 作品都是 12 x 12 网格,结合 3D 图形和手绘特征,由 Yuga Labs 内部艺术团队设计和创作。

点击查看

Leituras Relacionadas

MoneyGram: Why Did We Launch Our Own Stablecoin?

MoneyGram, a global leader in cross-border remittances for over 80 years, has launched its own stablecoin, MGUSD. The initiative aims to evolve from single-transaction services to becoming a more integral part of users' financial lives. By allowing customers to hold a stable US dollar balance within the MoneyGram app, MGUSD enables not only remittances but also everyday spending, currency exchange, cash access, and future financial services. Targeting the billions globally who face challenges like currency volatility or lack of bank accounts, MGUSD leverages Stellar blockchain technology with a self-custody wallet architecture. This gives users control over their assets while providing a secure, compliant experience through a trusted brand. The approach focuses on solving existing customer pain points within MoneyGram's established network, rather than competing for broad crypto market liquidity. A key advantage is MoneyGram's hybrid model, combining digital services with the world's largest physical network for crypto-to-cash conversions. The stablecoin also modernizes the company's internal infrastructure, streamlining treasury management and partner settlements, with annual forex volume via stablecoins already reaching $2 billion. The project was delivered in about a year, driven by a reorganization into agile, cross-functional teams that operate with startup-like speed while leveraging decades of institutional expertise. Partners include Stablecoin (issuance), Crossmint (wallet APIs), Fireblocks (enterprise treasury), m0 (smart contracts), and the Stellar network. MoneyGram emphasizes that enhancing direct consumer offerings strengthens its partner ecosystem. The future direction is clear: to provide users worldwide with stable value storage, better financial tools, and greater control over their funds through a trusted, existing network.

Foresight NewsHá 33m

MoneyGram: Why Did We Launch Our Own Stablecoin?

Foresight NewsHá 33m

BIP-110 Controversy Intensifies: Bitcoin May Face Its Most Divisive Hard Fork Battle in Years

Bitcoin is approaching a critical block height of 961,632, which could activate the controversial BIP-110 proposal. This proposal aims to restrict the amount of non-financial data, such as inscriptions and other large data payloads, within Bitcoin transactions. Supporters, including some node operators and Bitcoin purists, argue that BIP-110 is necessary to preserve Bitcoin's core function as a monetary settlement layer by reducing network congestion and node operational burdens caused by non-essential data. They frame it as a correction to keep the network true to its original purpose. However, critics, including prominent figures like Blockstream's Adam Back and developer Jameson Lopp, warn that the proposal's implementation mechanism is dangerously flawed. They highlight that its low 55% miner signaling threshold, coupled with a contentious enforcement mechanism allowing nodes to unilaterally reject non-compliant blocks, significantly increases the risk of a chain split. Opponents argue this sets a dangerous precedent for transaction censorship, undermines Bitcoin's protocol neutrality, and creates excessive uncertainty for developers and businesses, especially since the rule is proposed as a temporary one-year measure. Market analysts, such as those from Bitfinex, suggest a full-scale network split is unlikely due to a lack of broad economic consensus. Major mining pools remain neutral, and adoption of the new rules is minimal. They view the situation more as a governance stress test. The primary risk is operational disruption: if a minority chain persists, major exchanges and custodians may need to temporarily suspend Bitcoin deposits and withdrawals to manage security and liquidity, potentially unsettling newer institutional investors. While BIP-110 is not expected to succeed in overtaking the main chain, its approach has ignited a significant debate about Bitcoin's governance, core values, and resilience.

Foresight NewsHá 1h

BIP-110 Controversy Intensifies: Bitcoin May Face Its Most Divisive Hard Fork Battle in Years

Foresight NewsHá 1h

Crypto Market Makers Are Collectively Seeking Change as Money Becomes Harder to Earn

**Summary: Crypto Market Makers Adapt as Margins Shrink** Leading crypto market maker GSR exemplifies a broader industry shift, moving beyond traditional market-making to become a full-service "Web3 investment bank." Its recent strategic acquisitions—including an SEC-registered broker-dealer, rebranded as GSR Securities—and purchases of token advisory firms aim to create an integrated platform covering token design, fundraising, listing, liquidity provision, and asset management. This includes launching an ETF and investing in tokenization platforms like Libeara, backed by a strategic investment from Standard Chartered's SC Ventures. This transformation is not unique to GSR. Other major players like Keyrock, B2C2, Wintermute, and DWF Labs are also expanding geographically, pursuing regulatory licenses (especially under frameworks like MiCA in the EU), and diversifying into over-the-counter (OTC) trading, asset management, and real-world asset tokenization. The driving force behind this collective pivot is a rapidly changing market. Profits from traditional altcoin market-making are declining due to fewer viable projects, reduced client budgets, increased competition, and smarter, more demanding clients. Simultaneously, regulatory pressures are mounting, making compliance a baseline cost. Extreme market events further expose teams lacking robust risk controls. Consequently, the crypto market-making business model is evolving from one reliant on information asymmetry and volatility to a more institutionalized, regulated, and service-diverse industry. Survival now depends on building systemic capabilities beyond mere liquidity provision.

marsbitHá 2h

Crypto Market Makers Are Collectively Seeking Change as Money Becomes Harder to Earn

marsbitHá 2h

Trading

Spot
Futuros
活动图片