日报 | 哈里斯正式获得民主党总统候选人提名;Upbit 将上线 Pendle;游戏区块链 Ronin 疑似被攻击

链捕手2024-08-06 tarihinde yayınlandı2024-08-06 tarihinde güncellendi

整理:Fairy,ChainCatcher

 

重要资讯:

“过去24小时都发生了哪些重要事件”

派盾:游戏区块链 Ronin 疑似被攻击,涉及资金 933 万美元

据派盾预警监测,游戏区块链 Ronin 疑似被黑(尚不清楚系白帽黑客还是黑客所为),涉及资金 933 万美元。

排名前 50 位的加密货币中有超 60% 的代币抹去 2024 年期间的所有涨幅

据 Cointelegraph 报道,加密货币市场的总市值下跌了5100 亿美元。CryptoQuant 认证作者 Binhdangg 8 月 6 日表示,黑色星期一之后,市值排名前 50 位的加密货币中有超过 60% 的加密货币失去了 2024 年期间的所有涨幅。

数据:比特币今日交易量创下减半后的新高,交易额超 11.4 亿美元

据 Cointelegraph 披露,比特币交易量创下减半后的新高,8 月 6 日交易额超过 11.4 亿美元。

币安质疑印度 8600 万美元税务处罚

据 CoinDesk 报道,币安已就印度税务部门开具的近 8600 万美元税务处罚通知提出质疑。

一位直接参与此事的人士透露,印度间接税务情报总局 (DGGI) 上周向币安发出了这份要求说明的通知。通知涉及币安从 2017 年 7 月至 2024 年 3 月期间从印度客户收取的费用。

据悉,DGGI 是一个负责收集、整理和传播间接税逃税情报的机构,隶属于印度财政部。目前,币安尚未回应此事。

Upbit 将上线 Pendle 韩元和比特币交易对

Upbit 将上线 Pendle,将支持韩元和比特币市场。

数据:Jump Trading 将 4.4 亿枚 USDC 存入 Coinbase,或将兑换为美元

据 Lookonchain 监测,自 7 月 24 日 Jump Trading 开始出售 ETH 以来,其从币安提取了 6.06 亿枚 USDC,并将 4.4 亿枚 USDC 存入 Coinbase,这些 USDC 可能会以 1:1 的比例兑换为美元。

哈里斯正式获得民主党总统候选人提名

据美联社,美国副总统哈里斯正式获得民主党总统候选人提名。

拜登高级经济顾问 Gene Sperling 将加入哈里斯竞选团队

美国总统拜登的高级经济顾问、前 Ripple Labs 董事会成员 Gene Sperling 将离开白宫,加入副总统哈里斯的 2024 年总统竞选团队。拜登于 8 月 5 日宣布了这一人事变动。

据悉,Sperling 自 2021 年起担任拜登政府高级顾问,此前曾在克林顿和奥巴马政府任职,并于 2015 年加入 Ripple 董事会,前币安全球顾问委员会成员 David Plouffe 也将支持哈里斯竞选。

“过去24小时有哪些值得阅读的精彩文章”

美联储“救火”,加密货币反弹,能抄底了吗?

血色星期一之后,全球市场在今日迎来了一丝喘息的机会。

周二亚洲股市开盘后走势强劲,其中日经指数领涨,东证指数也大幅上涨。日本基准股指日经225指数上涨逾8%,收复了周一下跌12%后的部分失地;澳大利亚股市基本持平;美国股指期货同样走高,其中纳斯达克100指数期货涨幅扩大至2%。

与此同时,加密货币市场也显示出反弹的迹象,过去24小时内,全球加密市场总值回升至2万亿美元上方,BTC价格也重回55000美元。

尽管投资者仍对美国经济放缓和地缘政治风险感到担忧,但他们正积极寻找逢低买入的机会。

美联储的危险赌博:稳健数据背后的经济分裂,富人更富,穷人仍在挣扎

在我们之前的宏观评论中,我们关注了与潜在市场影响、全球现状以及如何在这些复杂时期中应对相关的关键话题。

我们讨论了(在银行恐慌浮出水面并令市场感到恐惧的前一个月)小型和中型银行面临的风险,原因在于超额储备的分布不均,尽管系统中存在大量储备。

我们反复提到混合经济数据,并讨论了“鸭子经济”的概念:表面上看一切都很顺利,但实际上却有许多事情在暗中进行。美在于观察者的眼中。尽管头条经济数据强劲,但如果深入分析,就可以编织出任何你倾向于的看涨或看跌的叙述。

我们还分析了“壮丽七巨头”与其他股票市场的对比。与经济数据类似,股票指数表现良好;但深入研究后发现,壮丽七巨头的股票表现极为出色,而市场的其他部分则表现平平甚至下滑。

在本期 Asymmetric 宏观中,我们将把之前讨论的所有概念结合成一个连贯的故事,从货币政策理论本身开始并结束。

数款热门游戏出走,Polygon 成链游“黄埔军校”?

8 月 2 日,在宣布要将整个生态改旗易帜的两周后, Web3 游戏平台 Planet Mojo 的 MOJO 代币成功从 Polygon 迁移至 Base 网络。 Planet Mojo 将其 logo 由紫色符文改为了契合 Base 的蓝色,其自走棋游戏 Mojo Melee 、跑酷游戏 GoGo Mojo 、游戏内头像系统 Mojo Maker 和即将推出的角色扮演游戏 Prophecy of the Ancients ,也都成为了为 Base 生态贡献活跃度的一份子。

曾经作为部署 GameFi 项目的首选网络, Polygon 在过去几年一直备受开发者青睐。 Electric Capital 发布的 2022 开发者报告还将其评为了顶级开发者生态系统。不过,随着公链群雄并起,在 Pixels 、 Crypto Unicorns 等多款热门游戏纷纷出走后,作为 Web3 游戏“黄埔军校”的 Polygon ,已经失去了曾经的领先优势,游戏市场份额日渐减少。

Trend Kriptolar

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Trends in US Stocks (June 22): Strait of Hormuz Agreement Changes Course, Thursday's PCE and Micron to Determine Chip Sector Direction

U.S. Stock Market Outlook (June 22): Strait of Hormuz Deal Falters, Thursday's PCE & Micron to Set Chip Sector Direction. Geopolitical tensions resurged over the weekend as Iran's IRGC announced the closure of the Strait of Hormuz, and its negotiation team walked out after threats from Trump, pausing U.S.-Iran talks. This renewed risk premium is weighing on U.S. equity futures ahead of the open. Last week's market was driven by chip stocks, with the Philly Semiconductor Index hitting a record high. While the Fed's hawkish tone was overshadowed by initial deal optimism, the S&P 500 gained 0.9% for the week. SpaceX debuted strongly but ended with two down days. Key events this week: The status of U.S.-Iran negotiations remains the immediate variable for oil and energy stocks. Monday sees Marvell and Flex added to the S&P 500. Tuesday's MSCI reclassification could benefit South Korean semiconductors and memory stocks. **Thursday, June 25th, is the critical day**, featuring the May Core PCE report and Micron's earnings. Hotter PCE data could solidify expectations for two 2024 rate hikes, while softer data would rapidly reprice rate cut bets. Micron's report is a key test for the AI narrative; the market will scrutinize its 2027 HBM supply visibility, HBM4 progress, and its position in Nvidia's Vera Rubin supply chain. Nvidia's AGM and a potential OpenAI GPT-5.6 release will make Thursday a pivotal 24 hours for AI. Friday concludes with the Russell reconstitution, elevating small-cap volatility. In summary, last week's gains face a true test. The path hinges on two concurrent threads: geopolitical developments with Iran and the AI narrative defined by Micron's guidance and Nvidia's updates. The chip sector's record highs are vulnerable if Thursday brings hot PCE data and conservative guidance from Micron. Conversely, positive outcomes could reaffirm the AI bull case, making this week's volatility a potential entry window.

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OpenAI's "Most Open" Move: Codex No Longer Exclusively Favors GPT

OpenAI has significantly opened up its Codex programming agent by introducing a "model provider" configuration layer that allows users to connect it with various open-source models, not just its proprietary GPT. Through a configuration file or a simple `--oss` command-line flag, Codex can now route requests to local services like Ollama or LM Studio, or to third-party APIs such as Mistral or DeepSeek. This move is seen as one of OpenAI's most "open" steps, potentially lowering costs and enhancing privacy for developers who can run code generation offline. However, integration isn't seamless for all models. Codex primarily uses OpenAI's newer Responses API, while many open-source models rely on the older Chat Completions interface. This creates compatibility issues, especially for advanced features like function calling. The developer community is already building "routing" or adapter layers (e.g., CC Switch, LiteLLM) to translate between these protocols, enabling hybrid setups where GPT handles planning and open-source models handle execution. Analysts interpret this as a strategic shift for OpenAI: from competing solely on model superiority to controlling the platform and interface standards. By making Codex a flexible, pluggable entry point for AI-assisted programming, OpenAI aims to become the central hub in the developer toolchain ecosystem, even as users gain the freedom to switch underlying models.

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When 500 Million People Abandon ChatGPT

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