专栏月报｜2023 年 12 月 Foresight News 优秀内容创作者榜单

foresightnewsPublicado em 2024-01-01Última atualização em 2024-01-02

Resumo

12 月份专栏热度榜、劳模榜、新人榜新鲜出炉。

Foresight News 根据 2023 年 12 月份专栏作者文章阅读量、内容质量、发文数量等数据，综合评定出当月热度榜 Top5、劳模榜 Top1 及新人榜 Top3，并附上其专栏下优秀文章推荐：

🔥 热度榜

根据当月专栏作者文章阅读量、内容质量等，评定出热度排名前 5 的专栏：

01.Momentum Capital

Momentum Capital 是一家专注于 Web3 领域的新兴加密基金，致力于投资全球具有潜力的区块链和加密货币项目。推荐文章《MT Capital 研报：Solana 生态全面爆发前夜》生态系统亮点频出，生态项目百花齐放。

02.Bitget 研究院

Bitget 研究院聚焦于链上数据，挖掘价值资产。推荐文章《Bitget 研究院：比特币生态，下一轮牛市的发动机》比特币生态的爆发才刚刚开始，而且财富效应不会仅限于 BRC-20。

03.Beosin

Beosin 是一家全球领先的区块链安全公司，致力于 Web3 生态的安全发展，已为全球 3000 多个企业提供区块链安全技术服务。推荐文章《DePIN 赛道备受关注：解析其发展潜力，生态及潜在挑战》除了 Helium Mobile 之外，还有哪些具有潜力的概念项目？其中又有哪些安全风险？

04.MasterPa

MasterPa 是一名喜欢聊技术的个人创作者。推荐文章《制造币安：极致效率和简陋工具》从 0 到 3 万亿美元，你所需要的也许仅仅是 Telegram 群聊和谷歌文档。

05.岳小鱼的 Web3 产品之路

岳小鱼的 Web3 产品之路的专栏作者是一名从 Web2 互联网大厂转型 Web3 的产品经理。推荐文章《详解 Web3 宠物养成游戏 xPet.Tech：游戏 + 社交的典型范式》一个成熟度较高的区块链小游戏。

👷 劳模榜

从发文数量、内容可读性等多维度综合评定出劳模榜榜首：

白露会客厅

白露会客厅致力于客观、真实、专业的香港虚拟货币市场及全球 Web3 创投市场洞察。推荐文章《SFC 新规出台，香港比特币 / 以太坊现货 ETF 即将获批》12 月 22 日，香港证监会官网公布《有关证监会认可的涉及虚拟资产的基金的通告》，取代 2022 年 10 月 31 日发出的《虚拟资产期货交易所买卖基金通函》。

🌟 新人榜

12 月份新入驻的专栏作者，根据阅读量、内容质量、发文情况等维度评定出前 3 的专栏：

Trustless Labs

Trustless Labs 是一家研究驱动的 Web3 孵化和投资机构。推荐文章《比特币开发者 VS 铭文：一场由来已久的争端》虽然此次讨论波及的范围很广，Bitcoin Core 开发者们对铭文反对已久并明确要做出行动，但考虑到铭文市场已经绑定了矿工、交易所和用户的各方利益，注定是一个多方拉锯的格局，因此推进不会十分顺畅。

佐爷歪脖山

佐爷歪脖山是一名 All in Web3 的 95 后个人创作者。推荐文章《Solana 二次翻红：高性能、营销和 DePIN》祭司神殿征战，是 Solana 的从前，和 FTX 好过爱过恨过离别过，靠着高性能、DePIN、DeFi 和以太坊平替，Solana 重新又回来了！

MIIX Capital

MIIX Capital 是 Web3 行业新兴投资团队，专注于发现有价值的项目并进行长期投资。推荐文章《2024 是否会成为 DePIN 大年？》DePIN 是一个既可以「新瓶装旧酒」，又可以完全突破产业边界的想象力赛道。

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BlackRock Launches Covered-Call Bitcoin ETF Under BITA Ticker

BlackRock has launched the iShares Bitcoin Premium Income ETF (ticker: BITA), a new bitcoin product that generates income using a covered-call options strategy linked to its iShares Bitcoin Trust (IBIT). Unlike a plain spot bitcoin ETF, BITA aims to provide monthly income by selling call options, offering investors a yield-focused alternative to direct bitcoin holdings or DeFi protocols. This strategy involves a trade-off: it can perform well in sideways markets by collecting premiums but may underperform pure spot bitcoin during strong rallies. The launch signals the evolution of the bitcoin ETF market beyond simple access products toward sophisticated strategies like income generation and hedging. BITA is targeted at investors and advisors who believe in bitcoin's long-term thesis but seek a smoother, income-oriented product within a traditional brokerage account. It is not a replacement for spot bitcoin exposure but rather a different tool that packages bitcoin's volatility into a strategy familiar to traditional markets. Understanding this trade-off is crucial for evaluating its performance, especially during major bitcoin price increases.

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BlackRock Launches Covered-Call Bitcoin ETF Under BITA Ticker

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David Schwartz Backs XRP Ledger 3.2.0 Upgrade With Major XRPL Hub Move

David Schwartz, co-creator of XRP Ledger and Ripple's CTO, has moved a major XRPL hub to version 3.2.0, a transition completed in under ten minutes. This upgrade follows the ledger's core software being renamed "xrpld" to distinguish it from Ripple. Key improvements include up to 40% better memory optimization and the fixCleanup3_2_0 amendment, enhancing security for features like vaults and decentralized exchanges. The update also introduces new tools for developers and invariant checks for ledger integrity. Concurrently, network governance updates include changes to the Unique Node List. The move underscores the commitment to maintaining the latest software across the XRPL ecosystem.

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Why Is the World Nervous About Japan Raising Interest Rates?

In June 2026, the Bank of Japan raised its policy rate to 1%, marking its first hike to this level since 1995. While this rate remains low compared to global peers like the US and Europe, the move signals a profound shift for a nation that has been a global source of ultra-cheap funding for decades. Japan's long-standing near-zero or negative interest rates had facilitated massive "yen carry trades," where international investors borrowed low-cost yen to invest in higher-yielding assets worldwide, such as US tech stocks and emerging market bonds. This made Japan a critical, often overlooked, source of global liquidity. Japan's ultra-loose policy stemmed from structural challenges post-1990s asset bubble: aging demographics, chronic low inflation/deflation, and high public debt. Recent shifts, including sustained wage growth (exceeding 5% in recent years) and inflation consistently above the 2% target, have created a "wage-price spiral" possibility, prompting the policy normalization. The global market's concern lies not in the absolute rate but in the potential unwinding of the yen carry trade. As Japanese borrowing costs rise, the economics of these leveraged global investments change, potentially triggering deleveraging and capital outflows from risk assets. Market anxiety focuses on the end of a thirty-year consensus that Japan would perpetually provide cheap funding. Ultimately, the global impact will depend on the interplay with US monetary policy. While Japan is tightening, the significant interest rate differential with the US remains. The key future dynamic is whether simultaneous Japanese hikes and eventual US rate cuts will narrow this gap, forcing a major recalibration of global capital flows and asset pricing built on an era of abundant, cheap yen liquidity.

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Congress Advances CBDC Ban Until 2030 Through Major Housing Reform Bill

Congress has passed the 21st Century Road to Housing Act, a bipartisan bill primarily focused on housing reform to improve affordability and supply. Included within it is a significant provision that bans the Federal Reserve from issuing a central bank digital currency (CBDC) or "digital dollar" before December 31, 2030. The measure defines a CBDC as a dollar-denominated digital asset, a direct liability of the Fed, accessible to all Americans. Proponents argue the ban allows more time to study a digital dollar's impacts and addresses concerns about privacy, financial surveillance, and government overreach in digital payments. The provision specifically targets a retail CBDC but does not restrict permissionless blockchain networks. This crypto-related language, embedded in broader housing legislation, has drawn considerable attention for its potential to shape the future of digital assets and payments in the U.S. The bill's final passage will determine if the ban takes effect for the next decade.

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Research Report Analysis: MRVL's Optical AI Booming, Why High Valuation Keeps Morgan Stanley's Star Analyst Sidelined?

Report Recap: MRVL Optical AI Boom - Why High Valuation Led Morgan Stanley's Star Analyst to Stay Neutral? Morgan Stanley analyst Joseph Moore maintained an "Equal-weight" (Neutral) rating on Marvell Technology (MRVL) on May 28, raising the price target from $172 to $195, below the trading price. This stance comes despite Marvell reporting a record quarter and significantly raising its full-year outlook (FY27 revenue ~$11.5B, up ~40%). Moore's neutral view is based on valuation. The $195 target implies ~40x CY2027 P/E. He contrasts MRVL with NVDA: both trade near ~$200, but Nvidia's forward EPS is more than double Marvell's. For MRVL's valuation to hold, it needs consistent earnings upgrades, proof of networking market share gains, or certainty on large-scale custom AI chip shipments—none of which are confirmed yet. Growth is driven by two pillars: **1) Optical Interconnect** (the faster runner): Moore raised FY27 growth expectations to >70%, with the optical module product line nearing a $1B annualized run rate. **2) Custom AI Chips** (the climber): Confidence in FY28 is growing, but a major new customer project only ramps in FY28, with no current revenue visibility. Key risks are the underperforming Storage, Enterprise, and legacy Networking segments. Moore acknowledges the real AI opportunity but believes the current price already reflects it. For the stock to work from here, investors need to see the optical business hit its targets, custom chips ramp as planned, and a recovery in the weaker business units.

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Research Report Analysis: MRVL's Optical AI Booming, Why High Valuation Keeps Morgan Stanley's Star Analyst Sidelined?