# Сопутствующие статьи по теме Crypto

The Crypto Scene Is Dead, Perpetual Swaps Are Eternal

The crypto industry is undergoing a fundamental shift. The era defined by minting novel, native digital assets (altcoins) is fading. These assets, lacking real-world cash flows or clear value, are losing relevance as attention and capital flow elsewhere. Two powerful external forces are reshaping the space. First, traditional assets like U.S. stocks, bonds, gold, and oil are being tokenized and traded on-chain. Second, the explosive growth of AI, with its tangible products, has overshadowed crypto's once-dominant "future narrative." This marks a critical pivot: crypto is transitioning from being a "factory for new assets" to becoming a "global conduit for existing assets." Its validated utility is not complex financial reinvention but efficient global settlement, transfer, and trading—the original promise of blockchain. Stablecoins like USDT and USDC exemplify this, offering faster dollar movement rather than replacing it. Consequently, native ecosystems like Ethereum face profound challenges. While still crucial infrastructure, ETH struggles to capture value as users interact with Layer 2s or trade traditional assets without needing to hold it. DeFi's grand narrative of rebuilding finance has narrowed to core needs like cheap transfers and deep liquidity. The true breakout innovation is the perpetual contract (Perp). It brilliantly bypasses the complexities of direct asset ownership (custody, compliance, dividends) by creating pure price exposure. Users can speculate on the price movement of *any* asset—NVIDIA, gold, oil—24/7, globally, and with leverage. This "price casino" model, while risky and ethically fraught, delivers unmatched liquidity and accessibility. Projects like Hyperliquid succeeded not by inventing new mechanics but by perfecting the timing and execution of this model. Key drivers included making on-chain Perps feel like centralized exchanges, post-FTX trust migration towards transparency, and rising demand to trade macro assets and equities round-the-clock. In conclusion, the crypto world's most enduring successes are the dollar (via stablecoins), Bitcoin, and trading. Its new frontier is not creating alternative assets but providing a seamless, perpetual trading layer—a new API—for the world's existing financial system. The age of native altcoins is over; the age of perpetual synthetic exposure has begun.

Odaily星球日报06/03 12:21

$52M Ethereum Bet Comes As Tom Lee Says ETH Isn’t Reflecting Its Potential

Bitmine, holding over 5.4 million ETH worth more than $10.5 billion, is nearing its goal to control 5% of Ethereum's circulating supply. Despite the company's recent purchase of 26,497 ETH (valued at roughly $52 million), Ethereum's price has struggled, trading around $2,000 and even declining recently. Bitmine's head, Tom Lee, argues that ETH prices are not reflecting the strengthening fundamentals of the Ethereum network, attributing the lag to being in the early stages of a "crypto spring." He cites long-term trends like AI commerce and tokenization as reasons for Ethereum's enduring importance. Bitmine's strategy treats Ether as a long-term reserve asset, not a short-term trade, explaining why the massive accumulation hasn't yet triggered a corresponding price rally.

bitcoinist06/03 12:01

WSJ: Hyperliquid Is Becoming Wall Street's Crypto 'Convenience Store'

The Wall Street Journal reports that Hyperliquid, a decentralized crypto platform, is becoming a go-to "convenience store" for Wall Street traders, especially "weekend warriors" seeking to position themselves around global events outside traditional market hours. Founded by ex-HFT quant Jeff Yan after FTX's collapse, Hyperliquid emphasizes self-custody and operates 24/7. It has gained traction by offering perpetual futures on assets ranging from Bitcoin and the S&P 500 to oil and pre-IPO companies like SpaceX. A notable case involved a trader profiting 243% on oil positions after news of Middle East airstrikes. The platform, while currently blocking U.S. users, has seen significant growth, with its native HYPE token's market cap around $16B. Its community-driven culture, user-friendly interface, and developer ecosystem contribute to its appeal, despite concerns about the high risks of leveraged perpetuals. Hyperliquid aims to expand into prediction markets and options.

链捕手06/03 04:29

Popular Interactive Projects Collection | Xeffy Launches TG Mini Program; Pod Network Testnet Event (June 3rd)

Hot Interaction Roundup | Xeffy Launches TG Mini-App; Pod Network Testnet Campaign (June 3rd) Original: Odaily Planet Daily (@OdailyChina); Author: Asher (@Asher_0210) This article highlights interactive opportunities for three crypto projects. **1. Xeffy: An RWA + DeFi Yield Project** Xeffy focuses on real-world assets (RWA) and DeFi, aiming to build a one-stop institutional multi-strategy yield and infrastructure portal. It has raised $20 million in funding. The project recently launched a Telegram mini-app. Early participants and contributors can earn token airdrops. * **Interaction Guide:** Visit the Xeffy website, join its Telegram channel via "JOIN NOW," start the app, complete social tasks, then perform daily check-ins and tasks within the app to earn points. **2. Pod Network: A High-Performance Decentralized Exchange** Pod Network is an L1 blockchain aiming to create a high-performance, decentralized market for trading all global assets (stocks, bonds, forex, etc.). It completed a $10 million seed round in January 2025 and launched its testnet in April. * **Interaction Guide:** Go to the Pod Network testnet website, log in with a Google account, link your X account, receive test tokens to participate in stock trading simulations, and join the official Discord for an early community role. **3. Blockscout: An Open-Source Block Explorer** Blockscout is an open-source block explorer for EVM-compatible chains, allowing users to view and analyze blockchain data. It raised $3 million in a seed round in August 2024. * **Interaction Guide:** Visit the Catena (associated with Blockscout ecosystem) waitlist page, connect a wallet to log in and receive initial points, then complete the daily check-in in the "Merits" dashboard to earn 10 points per day.

Odaily星球日报06/03 04:24

Bitwise首席投资官：Crypto沦为逆向投资，三个逻辑看懂当前市场

marsbit06/03 04:20

For Hedging, Buy Gold and Oil; For Explosive Growth, Buy AI; Bitcoin, the 'Outdated' Asset, Enters a Bear Market

Bitcoin’s price has recently fallen sharply, hitting a two-month low near $66,000, with Ethereum also dropping to a three-month low. While surface explanations point to ETF outflows, geopolitical tensions, and corporate selling, a deeper issue is emerging: Bitcoin is losing a crucial asset competition. For years, Bitcoin thrived in a low-rate environment where investors sought alternatives amid inflation fears and dissatisfaction with traditional options. Now, the market landscape has shifted, leaving Bitcoin stuck in an "awkward middle ground," facing challenges on three fronts: 1. **As an inflation hedge, gold is winning.** Investors worried about persistent inflation are turning to tangible assets like gold, energy stocks, and commodity producers, which offer more direct pricing power and physical backing. 2. **For growth exposure, AI is winning.** Those seeking high growth now favor AI-related companies with actual revenues and profits, an area where Bitcoin's lack of cash flow puts it at a disadvantage. 3. **Within crypto, infrastructure and stablecoins are winning.** Even investors wanting crypto exposure have alternatives like exchanges, stablecoin issuers, and tokenization firms, whose performance is directly tied to real-world adoption and offers clearer operational leverage. The recent market reaction to inflation warnings highlights this shift. Instead of boosting Bitcoin as "digital gold," such news now drives flows toward traditional inflation-sensitive assets. Therefore, recent events like ETF outflows and corporate selling are seen not as causes, but as symptoms of this new reality. Capital has more compelling options, and investors are becoming more selective. The emerging bear case for Bitcoin is no longer about it being a fraud or failed technology, but rather that **scarcity alone is no longer enough**. It is no longer seen as the best hedge, the best growth asset, or the only crypto play.

marsbit06/03 02:19

Robinhood Enters Canadian Crypto Market With WonderFi Acquisition

Robinhood Markets has completed its acquisition of Canadian digital asset services company WonderFi for $180 million. WonderFi operates two of Canada's largest regulated crypto platforms, Bitbuy and Coinsquare, which collectively hold over C$2.1 billion in assets. This strategic move grants Robinhood access to WonderFi's approximately 300,000 users, bringing Robinhood's total non-U.S. funded client base to over 1 million. The acquisition, initially announced in May 2025 as part of Robinhood's international crypto expansion, was finalized after a delay to secure necessary regulatory approvals and integrate Robinhood's technology in Canada. WonderFi's team will join Robinhood, and the company's institutional expertise, bolstered by Robinhood's prior acquisition of Bitstamp, is expected to further grow Robinhood's institutional business. Users of Bitbuy and Coinsquare will be migrated to the Robinhood app.

TheNewsCrypto06/02 14:56

Zoomex Prediction Market Officially Launches: Participate in Global Trending Events With Crypto

Zoomex has officially launched its Prediction Market, a major upgrade designed for the next generation of traders. This new feature allows users worldwide to use cryptocurrency to participate in predictions on global trending events, including crypto market movements, sports outcomes like the upcoming World Cup, and other real-world trends. It aims to transform complex market analysis into simple, intuitive questions about event outcomes, enabling more people to engage based on their own judgment. Zoomex emphasizes a simpler, smoother, and more transparent experience, aligning with its core values. The platform plans to expand prediction topics and introduce related campaigns and rewards. Zoomex is a global crypto trading platform with over 3 million users, holding several regulatory licenses and partnerships, including with the Haas F1 Team and ambassador Emiliano Martínez.

TheNewsCrypto06/02 11:39

Senate Makes Move Toward CLARITY Act: August Signing Target Stays Alive, For Now

The Senate has advanced the CLARITY Act, clearing key committee hurdles and keeping alive the target of reaching the President's desk by August. However, the path remains tight both procedurally and politically. Supporters must reconcile competing versions from the Senate Agriculture and Banking Committees into a single text. Key challenges include securing bipartisan support, especially from some Senate Agriculture Democrats, to reach the 60 votes needed to overcome a filibuster. Within the Banking Committee, Democratic support from Senators Gallego and Alsobrooks remains contingent on finalizing ethics guardrails for officials dealing with crypto, which lead Democratic architect Senator Gillibrand calls "non-negotiable." Additional Democrats are seeking assurances on law enforcement tools for DeFi, though some industry participants fear this could weaken legal protections for software developers. Observers debate whether the August recess is a firm deadline, with some warning that campaign season could derail the bill. Others, like a policy expert from the Hyperliquid Policy Center, believe enough political capital has been invested to keep it on the agenda, though slipping into next year risks disruption from the midterm elections and potential leadership changes.

bitcoinist06/02 11:01

TaiJi Secures $3.5 Million Strategic Funding with Participation from Castrum Capital, Becker Ventures, and Coinvestor Ventures

TaiJi Secures $3.5 Million Strategic Funding TaiJi has announced the completion of a $3.5 million strategic funding round, with participation from Castrum Capital, Becker Ventures, and Coinvestor Ventures. The investment will support product development, upgrades to its AI inference engine, the construction of a multi-agent analysis system, improvements to market data infrastructure, global community expansion, and the advancement of ecosystem partnerships. Operating within the BSC ecosystem, TaiJi is building an AI-driven on-chain market intelligence network. The platform integrates market data, on-chain fund flows, liquidity changes, social media sentiment, news events, and project developments into a unified AI inference system. This approach aims to transform fragmented information into structured event inferences, impact pathways, risk assessments, and follow-up indicators, helping users navigate the increasingly complex and event-driven Web3 market. Unlike traditional market tools, TaiJi is constructing an intelligent analysis framework. It continuously aggregates real-time data to form a native market data network and builds a dataset of post-event market reactions for review. A core component is its multi-agent inference framework, where specialized agents—for markets, on-chain activity, sentiment, risk, and events—collaborate to analyze signals and generate insights. The first phase of TaiJi's product will focus on several key modules: Market Intelligence for real-time data aggregation; a Scenario Engine for AI-driven event inference; an Impact Map visualizing effects on assets and narratives; Risk Signals for identifying potential threats; and My TaiJi for personalized tracking and historical analysis. With this new funding, TaiJi plans to accelerate product development and testing, gradually rolling out its core features while expanding its presence within the BSC ecosystem and the broader global Web3 market.

链捕手06/02 09:26