【一周靓文】拥抱上海升级,加息恐将持续

火币资讯Опубліковано о 2023-04-09Востаннє оновлено о 2023-04-09

Анотація

一周靓文,回顾过去一周最值得关注的热点文章,帮您快速理解市场动态。

上海升级即将到来

【研报精选】V神:构建开放式多ZK-EVM,今年或将成为ZK大年

V神认为:我们已经有多个强大的ZK-EVM落地,虽然ZK-EVM现在还不能完全替代以太坊,但其中许多正在积极朝着这个方向发展。今年或将成为ZK大年。

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决战以太坊之巅,二层战火全面蔓延

本篇简单梳理Optimism、Arbiturm、Zk-Sync、Starkware、Polygon EVM + Scroll等Layer2的优劣势。

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「上海升级」进入倒计时,ETH潜在抛压解析

上海升级完成或将面临3个阶段的抛压,而现货及衍生品市场数据或许能体现投资者对ETH的信心。

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跟踪宏观变量

【研报精选】下周CPI可能将决定美联储5月是否加息

即将到来的通胀数据是美联储5月会议的最终决定因素。

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【研报精选】寒冬已过?DeFi和NFT数据表明链上开始活跃

Dapp Radar 认为:2023年Q1,加密行业总体情绪转向乐观。DeFi 锁仓总价值(TVL) 已经增加至833 亿美元,NFT交易量重回2022 年第二季度以来的最高水平。

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美国监管来了,加密企业走了

由于缺乏统一的法律框架,加密货币的分类一直是监管机构和行业内的热门话题。

当前态势下,思考如何在合规框架下开展业务即是企业生存的长久之道。

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Пов'язані матеріали

Critical Moments in Bitcoin: Cost Zones That Demand Attention Have Been Identified!

Analytics firm Glassnode reported that reduced expectations for U.S. interest rate cuts, along with pricing in possible rate hikes, have suppressed risk appetite in the cryptocurrency market. The Fed's interest rate decisions are crucial for market direction. U.S. Treasury yields have surpassed returns from crypto carry trades, leading investors to favor cash and low-risk interest-bearing instruments over crypto assets. A strong U.S. dollar further weakens marginal demand for crypto. Bitcoin is currently trading below its most intensive cost basis level, with approximately $69,000 identified as the breakeven zone and significant resistance for short-term investors. For a stronger recovery, Bitcoin needs to reclaim the $69,000 threshold with increased trading volume. Renewed active demand for spot Bitcoin ETFs is also deemed critical. According to Glassnode, the current Bitcoin decline represents the shallowest bear market in terms of price drawdown depth to date. However, based on previous cycle durations, this downturn may not be over yet. Spot trading volumes have fallen to multi-year lows, and sell-side order books have thinned, though many buy orders are placed significantly below current prices. Glassnode's risk indicator, Vector, signaled "risk off," suggesting a capital preservation mindset. The current market structure is being driven more by macroeconomic factors like monetary policy, bond yields, and dollar strength than by crypto-sector developments. Losing Bitcoin's support range of $62,000-$68,000, coupled with renewed exchange inflows, could negate the recovery scenario. Conversely, more favorable monetary policy, increased trading volume, a Bitcoin recovery above $69,000, and a resumption of spot ETF buying could signal a market turnaround.

cryptonews.ru1 год тому

Critical Moments in Bitcoin: Cost Zones That Demand Attention Have Been Identified!

cryptonews.ru1 год тому

Breaking News: Full Detailed Rationale and Explanation of the Fed's Interest Rate Decision Released!

As expected, the Federal Reserve kept its key interest rate unchanged at 3.50-3.75 percent, marking the fifth consecutive meeting without a rate change. The Federal Open Market Committee's (FOMC) decision passed with a 9-3 majority vote. Cleveland Fed President Loretta Mester, Minneapolis Fed President Neel Kashkari, and Dallas Fed President Lorie Logan dissented, voting in favor of a 25 basis point rate hike. This was the first meeting since 2016 where three regional Fed presidents voted against holding rates steady, signaling growing influence among members advocating for tighter monetary policy to combat inflation. The Fed's statement noted that economic activity has been expanding at a solid pace despite high uncertainty, partly due to Middle East conflicts. It highlighted that growth in productivity and investment remained strong, employment gains have aligned with labor force growth, and the unemployment rate has remained relatively stable. The Fed also committed to maintaining ample reserves in the banking system. The statement emphasized that inflation remains above the Fed's 2% target. It noted that supply shocks, including in the energy sector, are adding to inflationary pressures. The Committee stated it will continue to closely monitor incoming data and risks in pursuit of its price stability goal. The dissenting members argued that the target range for the federal funds rate should have been increased by 25 basis points.

cryptonews.ru1 год тому

Breaking News: Full Detailed Rationale and Explanation of the Fed's Interest Rate Decision Released!

cryptonews.ru1 год тому

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