Рауль Пал: Вот что может реанимировать крипторынок

cryptonews.ruPublicado em 2025-11-20Última atualização em 2025-11-20

Генеральный директор платформы Real Vision Рауль Пал (Raoul Pal) заявил, что рост ликвидности, то есть приток средств, в следующие два месяца поможет реанимировать стагнирующий крипторынок.

Рауль Пал напомнил, что в декабре Федеральная резервная система США (ФРС) намерена отказаться от «количественного ужесточения» — продажи приобретенных ранее гособлигаций. Это может стать прологом тренда на рост ликвидности, надеется гендиректор.

«Китай продолжит наращивать баланс. Европа усилит стимулирование. Долги должны быть рефинансированы, правительство хочет максимально разогреть экономику к промежуточным выборам. Это поток ликвидности. Специи потекут рекой и восстановят крипторынок», — пояснил свою мысль Рауль Пал.

По его мнению, в ближайшие несколько месяцев в США будут согласованы стимулирующие выплаты физлицам и юрлицам, а также улучшено законодательство для крипторынка. Топ-менеджер Real Vision призвал не драматизировать ситуацию, так как фундаментально крипторынок остается сильным, несмотря на падение цены крупных криптовалют. В следующем году ведущие цифровые активы могут продемонстрировать новый исторический максимум, верит гендиректор.

Ранее Рауль Пал предположил, что темпы распространения криптовалют в два раза опережают Интернет на схожей стадии развития. Это может привлечь свыше четырех миллиардов новых криптоинвесторов к 2030 году, рассчитывает глава Real Vision.

Leituras Relacionadas

AMD acquires Taalas: hardware AI manages without scarce HBM memory

AMD has agreed to acquire Toronto-based startup Taalas, which tackles a key bottleneck in AI inference: the constant need to transfer model weights from memory to the processor for each generated token. Taalas's chips eliminate this operation by permanently embedding the model weights into the transistors themselves. This data transfer is what currently limits inference speed and has made high-bandwidth memory (HBM) a scarce commodity. Taalas's first test chip, fabricated on TSMC's 6nm process, reportedly generated tokens for Meta's Llama 3.1 8B model at speeds 48 times faster than comparable Nvidia GPUs. Its architecture features a mask ROM section for fixed weights and SRAM for adaptable components. However, this design comes with a significant trade-off: each chip is permanently dedicated to a single model. Switching models requires a partial redesign and fabrication, a process taking about two months. While the acquisition is seen as part of AMD's rivalry with Nvidia in inference, its broader implication lies in challenging the assumption of a permanent HBM memory shortage. The AI memory market is currently booming, with HBM supply sold out through 2026. Yet, Taalas's technology demonstrates that the memory bottleneck is an engineering challenge, not an absolute physical constraint. This aligns with industry-wide efforts from companies like Nvidia (through model compression) and memory makers like Samsung and SK hynix (developing new packaging and storage technologies) to reduce dependency on scarce HBM. AMD's move suggests that the current high prices for memory, driven by AI demand, may not be sustainable. It highlights a growing engineering push against the premise of perpetual memory scarcity, reminding investors that memory has historically been a cyclical business.

cryptonews.ruHá 4h

AMD acquires Taalas: hardware AI manages without scarce HBM memory

cryptonews.ruHá 4h

Vance says US-Iran conflict remains in 'midgame', US military 'seeks exit', Iran sets 'six conditions for reopening the strait'

U.S. Vice President Vance described the U.S.-Iran conflict as being in the "mid-game," stating the U.S. is utilizing diplomatic, economic, and military tools, with a focus on increasing oil and gas shipments through the Strait of Hormuz. Meanwhile, U.S. Chairman of the Joint Chiefs of Staff Gen. Dan Caine is reportedly seeking an "exit" privately, expressing concerns that airstrikes alone are insufficient to achieve objectives and that further escalation carries significant risks. He highlighted critical ammunition shortages for key missile defense systems. In response, Iran’s Supreme National Security Council Secretary, Zolgadr, presented six conditions for reopening the Strait of Hormuz: a U.S. pledge never to threaten Iran, an end to aggression against Iran and its allies, withdrawal of forces from the region, war reparations, lifting of all sanctions, and the unconditional unfreezing of Iranian assets. These demands, seen as a high bar set by hardliners, contrast with more pragmatic requests made in backchannel talks, which focus on lifting the blockade, restoring oil sanctions waivers, and accessing frozen funds. While Iran and Oman are close to a technical agreement on a temporary shipping lane, Iran clarified this does not equate to a full reopening of the strait, which remains contingent on U.S. meeting its conditions. Attacks on commercial vessels in the area continue, with recent incidents attributed to Iran. Despite pauses in military action and expressions of openness to talks from both sides, negotiations are currently stalled over Iran's economic demands and U.S. insistence on freedom of navigation.

marsbitHá 5h

Vance says US-Iran conflict remains in 'midgame', US military 'seeks exit', Iran sets 'six conditions for reopening the strait'

marsbitHá 5h

Trading

Spot
活动图片