市场多维度向好，链游赛道融资加速

Foresight Research2022-03-28 tarihinde yayınlandı2022-03-28 tarihinde güncellendi

Özet

本周BTC持续上涨。技术层面是整体偏多，BTC处于周线级别调整尾声，当前上涨距离牛熊分界线已是近在眼前。

市场观点

现货观点

本周BTC持续上涨。技术层面是整体偏多，BTC处于周线级别调整尾声，当前上涨距离牛熊分界线已是近在眼前。ETH周线级别突破，这次ETH明显强于BTC，主要是转POS减产影响。宏观上，美联储资产负债表继续扩张，至8.9625万亿美元，是08年底的11倍，过去两周扩张了510亿美元。以此速度，两周之内将到9万亿美元。这周美国免除部分中国商品关税，帮助美国去通胀，有利于加息放缓，对美股与加密市场形成利好。同时俄罗斯考虑用BTC支付石油和天然气。

链上观点

交易所的巨鲸指标（WhaleRatio）观察到，巨鲸与散户之间的行为出现重大分歧。从去年年底开始，由于美联储加息与缩表预期，双方都进行了减仓。但是2月底以来，巨鲸不再恐慌，认识到市场或已充分消化缩表影响，逐渐将资金带回市场。另一方面，散户仍然处在熊市思维当中，保持在很低的交易频次。

稳定币数据显示，USDT市值占比已到达周期顶部区间，大变盘就在朝夕。历史上每当稳定币重新下场（例如20年10月，21年7月），BTC都会迎来新一轮宏观上升趋势。

本周链上数据跟踪到，标记为SBF的聪明钱地址加仓约3.5亿美元。USDT在波场增发7.4亿美元，表明有新资金入场。

期货观点

本周期货市场情绪偏空。各交易所的BTC多空比下降，永续资金费率为负，未平仓合约量上升，表明刚刚这轮上涨之后，大部分人开始开单做空。

市场热点

ETH

ETH在2.0开发上有了重大突破，随着测试网kiln成功升级为完整的POS共识机制，预计6月有望正式合并。ETH当前每天产出约1.2万个ETH，一旦转为POS后，产出会减少90%，相当于BTC的三次减半，即每天产出约1300个。近期ETH每天销毁约2000个，即未来每天负增长700个。而ETH网络活跃的时候，每天销毁约2万个。

STG

Stargate是基于LayerZero首个跨链流动性应用，在推出一周后锁仓额迅速突破20亿美元。LayerZero团队聘请了SushiSwap联合创始人0xMaki加入；其投资者阵容豪华，包括binance,multicoincapital,polychain等知名机构。SBF旗下的Alameda购买了Stargate这次发行的所有STG（10%份额），计划3年内不会出售。

市场数据

公链总锁仓量情况

本周TVL出现4.78B的上涨，上涨幅度为2.26%，远低于BTC和ETH上涨幅度，可能表明整体市场TVL增量较差和小币种表现仍较差。

各公链TVL占比情况

本周收益于ETH大幅上涨，ETH链占比大幅提升，从上周的54.84%上升至56.15%，占比上升1.31%，TerraTVL出现近两个月以来第一次占比下降，下降0.52%，其余各链变化均较小。

各链协议锁仓量情况

ETH锁仓量情况

BSC锁仓量情况

Solana锁仓量情况

Avalanche锁仓量情况

Polygon锁仓量情况

Fantom锁仓量情况

Terra锁仓量情况

本周协议情况总结

本周Curve协议在ETH链上出现较大增长，其余协议中BeethovenX出现较大增长，TVL即将突破前高，BeethovenX是基于Balancer构建的，主要特色是为流动性提供商赋予较大自由度，可任意选择注入资金的比例，如20%的ETH和80%的USDT来配对，降低无常损失。其代币BEETS，本周出现15%幅度增长，但距离前高仍有较大空间。

ETHGasfee历史情况

当前链上转账费用约为$2.56，Uniswap交易费用约为$8.72，Opensea的交易费用约为$9.56，基本与上周同期持平，整体点位继续保持最低点。

NFT市场数据变化

NFT指数市值

NFT市场交易概览

NFT"聪明的钱"购买排序

近期NFT市值继续出现小幅增长，且活跃性出现明显增强，短期可能迎来一波NFT热潮，从市场交易量和聪明的钱购买系列来看均指向了同一款NFT，Worldofwomengalaxy；此系列为Worldofwomen的第二期产品，WorldofWomen是倡导女性权益的重要NFT标志，由中东艺术家YamKarkai手绘的女性头像组合的NFT头像，共1万个，该NFT的拥有者可以拥有对应NFT的商业版权。不仅如此，若玩家拥有带有特殊配饰的女性头像NFT，还可获得分享版权费和WoW基金利润的50%，以及有权建议让WoW基金购买价格不超过0.3ETH的NFT作品。值得一提的是，WorldofWomen将销售额的7.5%捐赠给现实世界的公益项目来支持女性。目前Worldofwomengalaxy刚刚发售不久，Opensea地板价为1.6ETH，对比上期Worldofwomen的11个ETH地板价仍有较大升值空间。

项目最新融资情况

免责声明：ForesightVentures所有文章均不作为投资建议。投资有风险，请评估个人风险承受能力，审慎做出投资决策。

ForesightVentures支持创新和颠覆性的Web3项目。我们相信未来的创新将由加密技术定义.作为早期投资者,我们希望参与项目的成长,并从我们的生态系统中提供广泛的支持。

İlgili Okumalar

LeCun Continuously Endorses, New Work VISReg Tackles the Core Challenge of 'Representation Collapse' in JEPA World Models

"VISReg: A New Self-Supervised Learning Method Tackles Representation Collapse in JEPA World Models" Yann LeCun has highlighted the new self-supervised learning (SSL) work VISReg (Variance-Invariance-Sketching Regularization), which addresses the core challenge of "representation collapse" in JEPA-based world models. SSL often collapses, mapping different inputs to similar vectors, losing discriminative power. While methods like VICReg and SIGReg attempted to regularize the representation distribution, they suffered from issues like vanishing gradients during collapse or coupled scale and shape optimization. VISReg overcomes these by decoupling the regularization into independent "scale" and "shape" objectives. It uses a variance term to prevent amplitude collapse (providing constant gradient even during collapse) and a sliced Wasserstein distance (SWD) based sketching target with stop-gradient to align the distribution shape to an isotropic Gaussian, without interfering with scale. This approach, requiring only ~15 lines of PyTorch core code, offers linear computational complexity and scales efficiently across multiple GPUs. Evaluated across 15 datasets (in-domain, out-of-distribution/OOD, dense prediction), VISReg outperforms 7 mainstream SSL methods (MoCoV3, DINO, iBOT, I-JEPA, MAE, data2vec) without relying on heuristic tricks like EMA or stop-gradient. Key results include: superior average OOD accuracy; matching DINOv2's OOD performance using only ~1/10 of the data (ImageNet-22K vs. LVD-142M); better transfer learning fine-tuning results across multiple datasets; and competitive performance in semantic segmentation and generative guidance. VISReg also demonstrates robustness on low-quality data like long-tailed or low-rank datasets where other methods fail. The work provides a more stable, efficient, and generalizable regularization solution for SSL and JEPA models.

marsbit7 dk önce

LeCun Continuously Endorses, New Work VISReg Tackles the Core Challenge of 'Representation Collapse' in JEPA World Models

marsbit7 dk önce

Argentine Banking Groups Quietly Develop Peso-Pegged Stablecoins for the Institutional Market

Argentine banking groups are quietly developing peso-pegged stablecoins for the institutional market. While US dollar-linked stablecoins like USDC and USDT are popular in Argentina, fintech companies are now focusing on local alternatives. Two major initiatives are underway. The BIND Group, through its virtual asset service provider BEN, is developing a peso stablecoin and has partnered with Circle to offer institutional clients payment and treasury use cases. Separately, the Petersen Group is developing a stablecoin called DIPE via a subsidiary, supported by crypto-as-a-service company Lirium. Both projects are being advanced by entities backed by banking conglomerates, not the banks themselves, due to a Central Bank of Argentina ban from May 2022 prohibiting private banks from offering crypto services to clients. The primary target is the institutional sector, which could benefit from the programmable features of a digital peso for treasury management, event-triggered blockchain payments, and collateralized lending management. These initiatives could expand to private banks in the future if the central bank lifts its crypto ban. This development comes as regulators scrutinize existing crypto offerings; in March, the national securities regulator highlighted that the "argt peso" stablecoin was being offered as a security without proper compliance.

cryptonews.ru14 dk önce

Argentine Banking Groups Quietly Develop Peso-Pegged Stablecoins for the Institutional Market

cryptonews.ru14 dk önce

World Foundation Raised $52.5 Million to Develop World ID

World Foundation has raised $52.5 million in a new funding round by selling WLD tokens with a 12-month lockup period to strategic investors. The round was led by digital asset investment firm Pantera Capital, with participation from Bain Capital Crypto, Eightco Holdings, Selini Capital, and Susquehanna Crypto. The funds will be used for the global expansion of World ID, a digital identity system that verifies users are real people online without revealing personal data. Verification is performed using an Orb device, which creates a unique World ID stored on the user's smartphone. The system utilizes advanced cryptography and zero-knowledge proofs to protect privacy. This funding coincides with the project's shift to large-scale deployment. According to World Foundation, over 39 million people have joined the World Network, more than 18 million users have verified via Orb, and the network has processed over 475 million World ID verification requests since launch. The company plans to expand integration with corporate clients and developers using its recently introduced World ID 4.0 platform.

cryptonews.ru15 dk önce

World Foundation Raised $52.5 Million to Develop World ID

cryptonews.ru15 dk önce

Pi Network Price Forecast: Can a $12 Million Robotics Bet Save PI From a New All-Time Low?

Pi Network (PI) price faces intense pressure, dropping to $0.07286 on July 28th (-5.60%). It is testing key technical support at the lower Bollinger Band ($0.07003), just above its all-time low. A close below this level would signal a likely plunge into uncharted territory with no established historical support underneath. The sell-off is fueled by viral market criticism regarding unclear tokenomics. An analysis by Mahidhar Crypto highlighted unanswered questions about Pi's total supply of 100 billion tokens, with only 16.8% currently minted/mainnet. This lack of clarity on the remaining ~83.2B tokens and the absence of a burn mechanism have created uncertainty, pressuring marginal holders to sell. Amidst the bearish sentiment, Pi Network Ventures participated in a $12M seed round for physical AI robotics startup Axis Robotics. While this signals ecosystem expansion beyond crypto, its direct impact on the PI token price is considered indirect at best against the dominant supply-side concerns. **Price Forecast Scenarios:** * **Bull Case:** PI holds above $0.07003, and the Pi Core Team addresses tokenomics concerns, shifting narrative to ecosystem growth. A recovery toward the Bollinger Band middle line at $0.08614 is possible. * **Bear Case:** PI breaks below $0.07003 support. Continued silence from the core team allows supply fears to persist, accelerating selling into price discovery with no floor below.

cryptonews.ru18 dk önce

Pi Network Price Forecast: Can a $12 Million Robotics Bet Save PI From a New All-Time Low?

cryptonews.ru18 dk önce

Trump's AI Plan Could Replace 50 State AI Laws With One Set of Rules

The Trump administration is reportedly close to establishing a national framework for regulating artificial intelligence. According to The Information, this initiative aims to replace the patchwork of approximately 50 differing state-level AI laws with a single, federal standard. The core proposal, outlined in the White House's National AI Policy Framework, would centralize AI policymaking in Washington, D.C., offering developers more consistent and transparent rules on issues like child safety, AI-generated deepfakes, and the use of regulatory sandboxes. This move addresses growing concerns that the current fragmented regulatory landscape, with states like Colorado, Texas, and California enacting their own rules, creates a compliance burden for AI companies. A unified federal system is intended to streamline regulations, allowing businesses to spend less time adapting to state laws and more time on innovation. The administration's strategy also includes an executive order signed by President Trump in June 2026, which focuses on enhancing cybersecurity for advanced AI systems. A major unresolved question in the proposal, however, is how to regulate open-source AI models. The framework does not clearly define an approach, despite expert warnings that such models pose unique governance challenges due to their free modification and distribution. While the fate of the legislative proposal in Congress remains uncertain, its existence signals Washington's intent to become the primary authority governing AI technology, a move that would have significant global implications given the dominance of U.S. firms in the AI sector.

cryptonews.ru18 dk önce

Trump's AI Plan Could Replace 50 State AI Laws With One Set of Rules

cryptonews.ru18 dk önce

İşlemler

Spot