【一周靓文】上海升级如期而至，以太坊上演狂潮

投研第一线Publicado em 2023-04-15Última atualização em 2023-04-15

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。

上海升级靴子落地

上海升级后的以太坊：展望质押赛道与抛压分析

以太坊上海升级已于北京时间4月13日6点28分在Epoch 194048高度完成。当前以太坊累计质押量约1739万枚，质押率15.4%，年化收益率为5.16%。2022年9月，以太坊成功过渡到权益证明 (PoS) 共识机制，质押32个ETH即可成为验证者。此次上海升级增加了取款功能，用户可提取质押的ETH及相关收益。

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上海升级后，各方对于ETH未来走势观点不一

短期和长期趋势是不同的，加密对冲基金 Globe 3 Capital 首席投资官 Matt Lason 在其博客中表示，尽管 ETH 价格可能会下跌，但它应该是暂时的，而且没有一些人预测的那么严重。Lason 表示，他预计 ETH 到今年年底将达到 3,300 美元，理由是机构对该资产的需求将增加。

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宏观分析

【研报精选】下周CPI可能将决定美联储5月是否加息

尽管3月非农新增就业低于预期，但失业率出现下滑，劳动参与率提升，使市场认为美国劳动力市场仍然坚韧，对美联储5月继续加息的预期上升，交易员的注意力转向CPI。

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【研报精选】从美国3月CPI数据展望美联储政策前景

楼兰财经认为：核心通胀仍表现出较强的粘性。未来面临的主要干扰因素是美联储继续缩表过程中可能发生的金融风险事件。

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香港行情

【研报精选】a16z《加密货币状况》报告：美国正在失去Web3领先优势

a16z认为：我们仍然处于 Web3 的早期，但我们已经不再是开始。从短期的波动中退后一步，可以看到一个更可预测的模式：一个稳定的产品周期，这与媒体关注的金融周期明显不同。

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香港财政司司长陈茂波：Web3缺乏妥善的监管框架，将最大程度实现虚拟资产创新和发展

香港将推动虚拟资产市场可持续和负责地发展，在「相同业务、相同风险、相同规则」的监管思路下，让虚拟资产最大程度创新和发展。

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香港与脱钩：重返3万美元的比特币

4 月 11 日凌晨，比特币重返 3 万美元大关，跟风中香港概念龙头 CFX（Conflux）表现最强，再度接近历史高点，抖音 App 支持比特币价格查询的截图在各大社群流传，「比特币」关键字冲进微博热搜前二十，一时坊间甚至有「国内将重新支持 PoW 回归」的流言四起。

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Leituras Relacionadas

BNY launches blockchain-based accounting for tokenized funds

BNY Mellon has launched a blockchain-based digital platform for transfer agency services, enabling the maintenance of ownership registries for tokenized funds. The new solution, operating alongside the bank's traditional system, aims to serve as a single source of truth, reduce intermediaries, and speed up settlement times. The initiative is part of a broader strategy to modernize Wall Street infrastructure. The first client is UK investment firm Baillie Gifford, which will use the platform to launch the UK's first fully native, regulated tokenized fund. Other planned users include BlackRock and BNY's Dreyfus Cash Investment Strategies. Bank executives highlighted blockchain's potential to eliminate costly data reconciliation across disparate systems by providing a single, real-time ledger. While acknowledging blockchain's transformative potential for financial market infrastructure, BNY noted that traditional systems will operate in parallel for years and that new risks, such as smart contract vulnerabilities, accompany the technology's adoption. BNY's transfer agency business currently services approximately $8.6 trillion in assets.

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BNY launches blockchain-based accounting for tokenized funds

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How Will the Fed's Decision Affect Bitcoin? What is the Probability of Its Rise? Answers from Two Analyst Experts!

The impact of the upcoming US Federal Reserve (Fed) interest rate decision on Bitcoin may be more limited than in past cycles, according to analysts. While markets anticipate rates will remain unchanged, there is a 31.5% chance of a 25 basis point hike. K33 Research notes Bitcoin is trading sideways with near multi-year low volatility, while the Nasdaq shows strong upward momentum. This has caused the correlation between Bitcoin and the tech-heavy index to drop to its lowest levels in years, suggesting their price movements are diverging. Consequently, K33's Vetle Lunde states the Fed's decision may be less decisive for Bitcoin's price than historically, as low volatility and decoupling from Nasdaq trends could dampen its reaction. Similarly, analyst Michaël van de Poppe predicts Bitcoin's recent recovery will continue post-FOMC meeting, arguing the market has already priced in excessive fear and Bitcoin's resilience supports a continued rally.

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How Will the Fed's Decision Affect Bitcoin? What is the Probability of Its Rise? Answers from Two Analyst Experts!

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New Wave of Zcash Buyers: Financial Controls Boost Demand for Privacy

A new wave of Zcash buyers is emerging, driven by heightened financial controls and a growing demand for financial privacy. According to Tushar Jain, co-founder of Multicoin Capital, the next major buyers of Zcash (ZEC) will resemble the affluent early crypto investors from 2015-2020, particularly politically vulnerable individuals seeking to protect their wealth. This trend is not limited to repressive regimes. Even in developed nations like the Netherlands, proposed taxes on unrealized capital gains are pushing high-net-worth individuals to seek censorship-resistant stores of value. Jain highlights that people worldwide are now looking for private assets to safeguard their savings from aggressive fiscal policies. In this context, privacy-focused blockchains like Zcash, which can conceal transaction details and sender addresses, are evolving from payment tools into essential instruments for wealth preservation against increasing state surveillance and taxation.

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New Wave of Zcash Buyers: Financial Controls Boost Demand for Privacy

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South Korea plans stablecoin rules as opposition pushes crypto tax repeal

South Korea's Financial Services Commission plans to draft a consolidated Digital Asset Basic Act with the ruling Democratic Party, aiming to provide a central legislative framework for stablecoins and the broader cryptocurrency market. The proposed bill would cover stablecoin issuance, business rules, exchange requirements, and other key areas, seeking to resolve ongoing parliamentary disagreements over multiple pending digital asset bills. Key disputes remain, including whether won-denominated stablecoin issuers should be bank-owned. Separately, an opposition bill seeks to repeal South Korea's planned crypto income tax before its scheduled implementation on January 1, 2027. The tax would impose a 22% levy on annual crypto gains exceeding 2.5 million won (approx. $1,700). While the government supports the tax, the opposition argues it is unfair as most ordinary stock investors are exempt. The repeal bill is now under committee review.

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South Korea plans stablecoin rules as opposition pushes crypto tax repeal

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Core Scientific Writes Off $41.9 Million to Accelerate Exit from Bitcoin Mining

Core Scientific reported a $41.9 million payment to terminate a contract with Block and its subsidiary Proto for the supply of Bitcoin mining chips. This move finalizes its exit from plans to grow its hash rate, shifting its business model entirely towards AI colocation. The agreement, announced in July 2024, was for 3nm chips providing roughly 15 EH/s of hash rate. Following the cancellation, Core Scientific stated it will no longer invest in new mining hardware to maintain or expand its cryptocurrency mining capacity. Instead, it will generate cash flow from its existing mining fleet while repurposing its data centers, potentially selling or decommissioning ASIC miners. In Q2 2026, revenue from AI colocation surged to $136.7 million from $10.6 million a year earlier, representing 83% of total revenue. In contrast, its own Bitcoin mining revenue fell 66% to $21.5 million. Quarterly Bitcoin production dropped 53% year-over-year. AI colocation capacity reached 437 MW by mid-July 2026, with CoreWeave accounting for all current hosting revenue and approximately 77% of Core Scientific's total revenue in H1 2026. The company also announced a partnership with AMD for up to 2.5 GW of potential data center capacity, with initial 15-year agreements for about 530 MW estimated to bring in over $14 billion in contract revenue. Total Q2 revenue grew to $164.2 million, while capital expenditures jumped to $797.5 million. As of June 30, 2026, the company reported long-term debt of $4.3 billion and free liquidity of $1.82 billion. The shift aligns with a broader industry trend of major Bitcoin miners accelerating a pivot to AI amid pressure on Bitcoin mining profitability.

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Core Scientific Writes Off $41.9 Million to Accelerate Exit from Bitcoin Mining

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