两种低市值山寨币在加入Coinbase的上市路线图后大幅上涨

币界网2024-08-09 tarihinde yayınlandı2024-08-09 tarihinde güncellendi

币界网报道：

在突然获得美国顶级加密货币交易所Coinbase的支持后，两种不为人知的山寨币正在飙升。

在一份新的公告中，Coinbase Assets表示，它正在将可互操作的第1层区块链ZetaChain（ZetaChain）和跨协议跨链桥（AVX）添加到其上市路线图中。

Coinbase的上市路线图是在2022年创建的，旨在提高透明度和抑制领先地位。每当Coinbase决定添加新资产时，它都会首先通过路线图传达这一决定。

ZetaChain被称为“第一个通用区块链”，是一个可互操作的以太坊虚拟机（EVM），允许开发人员在多个区块链上构建去中心化应用程序（dApps），包括比特币（BTC）、宇宙（ATOM）和以太坊（ETH）。

“基于ZetaChain构建的通用应用程序可以连接到加密货币生态系统中的任何东西，让您可以简单、无缝、安全地访问所有加密货币，就好像它们都在一个地方一样。”

在撰写本文时，ZetaChain的交易价格为0.491美元，在过去24小时内上涨了7.7%。

Coinbase支持的另一种数字资产AVX是一个多链桥梁，允许用户使用意图将代币从一个区块链无缝转移到另一个区块。

“跨链意图是一个跨链限价单加上一个要执行的动作。意图用用户结果替换显式执行步骤，允许中继者竞争，为用户提供最佳执行路径…

Across通过意图将用户连接到dApp，而不仅仅是区块链到区块链。开发人员只需在协议操作中嵌入标准顺序，即可创建无缝的跨链体验。”

在撰写本文时，ACX的价值为0.356美元，当天上涨了8.4%。

不要错过任何节拍-订阅以直接将电子邮件提醒发送到您的收件箱

检查价格操作

在X、Facebook和Telegram上关注我们

冲浪每日Hodl混合

特色图片：Shutterstock/FlashMovie/Vladimir Sazonov

İlgili Okumalar

Alliance's Co-Founder's Letter to Entrepreneurs: Written on the Occasion of Cursor's $60 Billion Sale

In this letter to entrepreneurs, Alliance reflects on the success of Cursor's $60 billion sale to Elon Musk, using it as a case study to counter the misconception that opportunities in crowded fields like AI or crypto are exhausted. The piece argues that great companies like Cursor, Stripe, Figma, and Shopify are not built by geniuses with perfect ideas, but by founders who start with a non-consensus belief about the future and build for years before that future becomes obvious to everyone. They identify long-term shifts, find overlooked entry points, and execute relentlessly. The framework for success involves: 1. **Identifying your place in the technology cycle**: Early-stage opportunities focus on making new tech usable for power users (e.g., Coinbase, Cursor). Later-stage opportunities involve finding the "yin" to an existing "yang"—the blind spots of first-generation players (e.g., Stripe vs. PayPal, Figma vs. Adobe). 2. **Cultivating unique insights**: Immerse yourself deeply in the market. Use every product, talk to users, and build an audience. Insights will emerge naturally from deep engagement. 3. **Finding a "hair-on-fire" problem**: Look for a 10x improvement or a severe, urgent pain point. The strongest signal is people already building clumsy workarounds. 4. **Building a focused MVP**: Don't just add features because you can. Ask why users would abandon their current tool for yours. The best startups rarely force new behaviors; they improve familiar workflows with drastically lower friction. 5. **Winning a distribution channel**: Distribution is often the moat. Before product-market fit, achieve channel-market fit. Find where your customers are and build an engine to reach them, even through unscalable, manual efforts initially. 6. **Persistence**: The final, unteachable ingredient is resilience. Success stories like Cursor, Airbnb, and Nvidia involved years of grinding, rejection, and perseverance when the path forward seemed unclear. The conclusion is that there is no secret. Most people fail to consistently execute these steps over the long term. The few who do build the companies that define the next era. The world is yours to create.

链捕手6 dk önce

Alliance's Co-Founder's Letter to Entrepreneurs: Written on the Occasion of Cursor's $60 Billion Sale

链捕手6 dk önce

Crypto Miners' Big AI Gamble: Valuations Enter Differentiation Stage, Comeback Fight Proves Tough

Crypto Mining Firms' AI Bet: Valuation Divergence and a Challenging Transformation Facing declining profitability in crypto mining, mining companies are pivoting to AI infrastructure, capitalizing on their existing power resources, land, and data center expertise to offer GPU compute power. This transition narrative has boosted their stock prices significantly, with firms like Hut 8 and Bitfarms seeing gains over 100% year-to-date, far outpacing Bitcoin. This has led to a market valuation split, with pioneers like CoreWeave reaching a $62.8B market cap, while others remain below $5B. The market currently prioritizes growth potential over short-term profits, which remain under pressure due to heavy capital expenditures for AI build-outs and crypto asset volatility. However, the transformation is a high-stakes gamble. Bitcoin mining profitability is shrinking, with the average production cost around $63,707 and miner margins contracting. While AI offers a more lucrative long-term path, it requires massive investment—estimated at a $500B near-term funding gap. Success now hinges on execution: delivering on contracted power capacity, securing quality tenants like major cloud providers, and managing the immense financial burden. The valuation focus is shifting from mere power capacity to project delivery, future cash flows, and tenant quality, making this a difficult but critical turnaround attempt.

链捕手14 dk önce

Crypto Miners' Big AI Gamble: Valuations Enter Differentiation Stage, Comeback Fight Proves Tough

链捕手14 dk önce

Analysis of the Latest Portfolio Adjustment by the "Top Player" in the U.S. Stock Market: $9 Billion Short on NVIDIA, Shifting Focus to Power and Memory Sectors

AI investor Leopold Aschenbrenner has made a significant portfolio shift, taking a $9 billion nominal short position against top AI infrastructure stocks like NVIDIA, ASML, and Oracle. Simultaneously, he is redirecting capital towards what he sees as the next critical bottlenecks in the AI boom: power, memory, and data center networking, alongside private investments in AI model companies like Anthropic. This move is interpreted not as a call that the AI bubble has burst, but as a rotation within the infrastructure stack. The analysis highlights NVIDIA's recent $25 billion bond issuance as a potential signal, questioning why a cash-rich company would seek external debt despite high profits and increased dividends/buybacks. The core investment thesis is that the initial, crowded "picks and shovels" trade in semiconductors is maturing. The next wave of capital is expected to flow into the physical and logistical constraints of AI expansion: electricity supply, memory chip capacity, data center construction, and enabling technologies like optical networking (fiber) for high-bandwidth communication, where copper remains crucial for short distances. Aschenbrenner's substantial (approx. 20% of fund) private stake in Anthropic is noted as a key part of his strategy—investing directly in the "mine" (AI models) rather than just the "shovels." The discussion concludes that while certain segments may be overvalued, the overarching AI infrastructure demand driven by real product usage remains robust. The most promising long-term investments are seen in essential, non-sexy infrastructure—particularly energy and power companies—whose demand is viewed as a global constant irrespective of AI's cyclicality.

marsbit35 dk önce

Analysis of the Latest Portfolio Adjustment by the "Top Player" in the U.S. Stock Market: $9 Billion Short on NVIDIA, Shifting Focus to Power and Memory Sectors

marsbit35 dk önce

BIT Research: Liquidity is Disappearing, Will Bitcoin Replay the Bottoming Pattern of 2022?

The crypto market is currently in an adjustment phase driven by policy expectations and liquidity shifts. Despite a brief rebound fueled by geopolitical easing and SpaceX's strong IPO performance, unexpectedly hawkish signals from new Fed Chair Kevin Warsh have removed anticipated easing support. Concurrently, stablecoin liquidity is shrinking, with insufficient new capital inflows, pushing the market into a typically quiet summer period. Pricing lacks catalysts for a sustained rally. Daily trading volume has significantly contracted, stablecoin growth has slowed markedly, and the supportive effect of Strategy's (formerly MicroStrategy) STRC preferred stock-financed Bitcoin purchases is fading. Amid policy uncertainty, seasonal weakness, and liquidity contraction, Bitcoin faces near-term downward pressure. Warsh's hawkish pivot and refusal to provide a clear policy outlook have increased risk premiums, historically unfavorable for Bitcoin. Technically, the trend remains bearish below $73,700, with $62,446 as critical support. A break below could accelerate declines, though a prolonged consolidation phase, similar to 2022's bottoming process, is possible. Liquidity is a core constraint. Current daily volume is around $500 billion, roughly 25% of the peak during the July-Oct 2025 rally. The 12-month growth rates for USDT and USDC have fallen to ~20%, with 6-month growth near zero, indicating weak new inflows. Bitcoin ETF and Strategy-driven inflows have also weakened, with a 30-day rolling net outflow. With inflation at 4.2% above the Fed's target, combined hawkish policy, seasonal factors, and liquidity shortages challenge Bitcoin's ability to hold above $60,000. However, this adjustment phase may be forming a cyclical low this summer, potentially setting the stage for the next bull cycle.

marsbit1 saat önce

BIT Research: Liquidity is Disappearing, Will Bitcoin Replay the Bottoming Pattern of 2022?

marsbit1 saat önce

Mining Companies' High-Stakes Bet on AI: Valuations Enter a Phase of Divergence, Uphill Battle Ahead

Crypto miners are facing increasing pressure amid weak digital asset markets, pushing many to pivot towards AI infrastructure as a new growth avenue. Leveraging existing assets like power resources, land, and cooling systems, miners can convert facilities for AI compute at lower costs. This transition narrative has fueled significant stock rallies, with some miners' shares outperforming Bitcoin year-to-date. Market valuations have diverged, with pioneers like CoreWeave reaching a multi-billion dollar valuation, while others lag. The shift is driven by AI's explosive demand for data centers and compute, with clients willing to pay premiums for power and space. However, the transformation is capital-intensive, requiring massive funding for GPU procurement and facility upgrades, with an estimated short-term funding gap of $50 billion. Miners are raising capital through convertible bonds, Bitcoin sales, and securing long-term AI contracts to finance the build-out. While AI offers greater long-term potential than mining, success hinges on execution, timely project delivery, and securing quality tenants, moving the valuation focus from power capacity to cash flow and return metrics.

marsbit1 saat önce

Mining Companies' High-Stakes Bet on AI: Valuations Enter a Phase of Divergence, Uphill Battle Ahead

marsbit1 saat önce

İşlemler

Spot
Futures
活动图片