本周前瞻 | 比特币创世区块将迎来 15 周年纪念日

foresightnewsОпубліковано о 2024-01-01Востаннє оновлено о 2024-01-02

Анотація

一览未来一周最值得关注的行业大事件及项目重要进展。

一览未来一周最值得关注的行业大事件及项目重要进展。

比特币创世区块将迎来 15 周年纪念日。
隐私区块链 Beam 于 1 月 3 日进行第二次减半。
「CAKE 最大供应量从 7.5 亿降至 4.5 亿枚」提案 1 月 4 日正式生效。
OKX 于 1 月 5 日下架 20 个隐私币相关现货交易对。
约 2686 万美元的 SUI 于 1 月 3 日解锁。

本月（2024 年 1 月）Web3 大事件不容错过，下图是本月精彩预告：

Foresight News 日历实时更新，访问更新更全 Web3 事件

点此订阅 Foresight News 日历

重要事件

比特币创世区块即将诞生 15 周年纪念日，2009 年 1 月 3 日（北京时间为 2009 年 1 月 4 日），比特币的神秘创始人中本聪在芬兰首都赫尔辛基的一台小型服务器上挖出了比特币网络的第一个区块，中本聪获得了首批 50 枚比特币作为挖矿奖励，中本聪的真实身份至今仍然未知。而截止发文，比特币的区块高度已达 823946 ，区块奖励在历经 3 次减半后现为 6.25 枚比特币，并还将在今年 5 月减半到 3.125 枚。

数字银行 Revolut 将于 2024 年 1 月 3 日起暂停为英国企业提供部分加密货币服务，届时英国客户将无法通过 Revolut Business 购买加密货币，企业客户仍然可以持有和出售加密货币，而零售客户则不受影响。Revolut 表示，暂停服务为有更多时间适应英国金融行为监管局（FCA）在于 2024 年 1 月 8 日对注册的加密公司生效的新规则，包括投资者的 24 小时「冷静期」，以及禁止「推荐朋友」奖金等激励措施。

Worldcoin 创始人 Sam Altman 任职的 OpenAI 考虑以 860 亿美元估值出售员工股份，OpenAI 员工将于 1 月 5 日前选择是否加入股票出售计划。此前 2023 年 11 月，在 Sam Altman 被解雇后一些投资者退出了收购要约。但在 Sam Altman 重新担任 CEO 后，投资者有足够的需求来支付交易中退出的部分。

OKX 将于 1 月 5 日下架20 个隐私币相关的现货交易对，OKX 称些代币对不符合其上市标准，未提供更多细节，具体为 2024 年 1 月 4 日 16:00 至 16:30 下线 KSM-USDC、FLOW-USDC、JST-USDC、KNC-USDC、ANT-USDC、FSN-USDT、ZKS-USDT、CAPO-USDT、CVP-USDT；2024 年 1 月 5 日 16:00 ~ 16:30 下线 XMR-BTC、XMR-ETH、XMR-USDT、XMR-USDC、DASH-BTC、DASH-USDT、ZEC-BTC、ZEC-USDT、ZEC-USDC、ZEN-BTC、ZEN-USDT。

对此，Horizen 官方表示，由于其屏蔽池已被弃用 ZEN 不再是隐私币，希望 OKX 重新考虑该代币分类。

项目进展

STEPN 开发团队 Find Satoshi Lab 旗下 Web3 社交 MMO 游戏《Gas Hero》2024 年 1 月 3 日 11:00 正式上线。该游戏将以未来世界作为背景，并融合战斗和策略元素，以 STEPN 的代币 GMT 作为游戏代币。此前已于 11 月 24 日至 12 月 8 日进行了社区测试。

隐私区块链 Beam 将于 2024 年 1 月 3 日进行第二次减半（主网启动 5 年后），标志着 Beam Treasury 释放的结束。每分钟矿工（目前仅限 GPU）将开采 20 个新 Beam，而非 40 个。第二次减半也是 Beam 流通量达到 60% 的时间点。根据 Beam 官网，Beam 采用公平发行，没有预挖或 ICO，遵循通缩发行计划，从每个区块 100 BEAM 开始，定期减半。总供应量为 262,800,000 BEAM。前五年（截止到 2024 年 1 月 3 日），20% 的区块发行收入将进入 Beam Treasury。

BakerySwap 将于 1 月 4 日启动 BRC20 第四期项目 BendDAO（BDIN），FDV 为 50 万美元，将仅支持 BAKE 和 1CAT 参与。

活动预告

DWF Labs 2024 年 Web3 孵化计划申请开放至 2024 年 1 月 5 日 16:00，重点关注 SocialFi、ZK、交易和衍生品、EVM 和 BTC 生态基础设施等领域。

Sui 本轮 Sui 学术研究奖（Academic Research Awards）申请截止日期为 2024 年 1 月 4 日，涵盖技术、金融、经济等领域，本轮指定分配奖励将达到 25 万美元。上轮入选的九个项目主要涉及代币经济学、智能合约机制和跨链游戏方向，赠款金额为 22.5 万美。

代币解锁

据 Token Unlocks 数据显示，1 月 1 日至 1 月 7 日，SUI、GAL、HFT 代币将于本周迎来一次新解锁，其中约 2686 万美元的 SUI 将于 1 月 3 日 16:00 解锁，占流通供应量的 3.35%；约 700 万美元的 GAL 将于 1 月 5 日 16:00 解锁，占流通供应量的约 3.3%；约 510 万美元的 HFT 将于 1 月 7 日 16:00 解锁，占流通供应量的约 4.8%。

投票治理

PancakeSwap 社区关于「将 CAKE 最大供应量从 7.5 亿枚降至 4.5 亿枚」的提案已通过，将从 1 月 4 日正式生效。实施此调整的原因包括：社区对未来 CAKE 代币实现增长目标所需的激励措施有了更准确的估计；为使 CAKE 实现通缩、确保足够的增长灵活性。

TrueFi DAO 关于选举新的 TrueFi 基金会董事会的投票于 1 月 5 日结束。

Пов'язані матеріали

BlackRock Launches Covered-Call Bitcoin ETF Under BITA Ticker

BlackRock has launched the iShares Bitcoin Premium Income ETF (ticker: BITA), a new bitcoin product that generates income using a covered-call options strategy linked to its iShares Bitcoin Trust (IBIT). Unlike a plain spot bitcoin ETF, BITA aims to provide monthly income by selling call options, offering investors a yield-focused alternative to direct bitcoin holdings or DeFi protocols. This strategy involves a trade-off: it can perform well in sideways markets by collecting premiums but may underperform pure spot bitcoin during strong rallies. The launch signals the evolution of the bitcoin ETF market beyond simple access products toward sophisticated strategies like income generation and hedging. BITA is targeted at investors and advisors who believe in bitcoin's long-term thesis but seek a smoother, income-oriented product within a traditional brokerage account. It is not a replacement for spot bitcoin exposure but rather a different tool that packages bitcoin's volatility into a strategy familiar to traditional markets. Understanding this trade-off is crucial for evaluating its performance, especially during major bitcoin price increases.

bitcoinist54 хв тому

BlackRock Launches Covered-Call Bitcoin ETF Under BITA Ticker

bitcoinist54 хв тому

David Schwartz Backs XRP Ledger 3.2.0 Upgrade With Major XRPL Hub Move

David Schwartz, co-creator of XRP Ledger and Ripple's CTO, has moved a major XRPL hub to version 3.2.0, a transition completed in under ten minutes. This upgrade follows the ledger's core software being renamed "xrpld" to distinguish it from Ripple. Key improvements include up to 40% better memory optimization and the fixCleanup3_2_0 amendment, enhancing security for features like vaults and decentralized exchanges. The update also introduces new tools for developers and invariant checks for ledger integrity. Concurrently, network governance updates include changes to the Unique Node List. The move underscores the commitment to maintaining the latest software across the XRPL ecosystem.

TheNewsCrypto1 год тому

David Schwartz Backs XRP Ledger 3.2.0 Upgrade With Major XRPL Hub Move

TheNewsCrypto1 год тому

Why Is the World Nervous About Japan Raising Interest Rates?

In June 2026, the Bank of Japan raised its policy rate to 1%, marking its first hike to this level since 1995. While this rate remains low compared to global peers like the US and Europe, the move signals a profound shift for a nation that has been a global source of ultra-cheap funding for decades. Japan's long-standing near-zero or negative interest rates had facilitated massive "yen carry trades," where international investors borrowed low-cost yen to invest in higher-yielding assets worldwide, such as US tech stocks and emerging market bonds. This made Japan a critical, often overlooked, source of global liquidity. Japan's ultra-loose policy stemmed from structural challenges post-1990s asset bubble: aging demographics, chronic low inflation/deflation, and high public debt. Recent shifts, including sustained wage growth (exceeding 5% in recent years) and inflation consistently above the 2% target, have created a "wage-price spiral" possibility, prompting the policy normalization. The global market's concern lies not in the absolute rate but in the potential unwinding of the yen carry trade. As Japanese borrowing costs rise, the economics of these leveraged global investments change, potentially triggering deleveraging and capital outflows from risk assets. Market anxiety focuses on the end of a thirty-year consensus that Japan would perpetually provide cheap funding. Ultimately, the global impact will depend on the interplay with US monetary policy. While Japan is tightening, the significant interest rate differential with the US remains. The key future dynamic is whether simultaneous Japanese hikes and eventual US rate cuts will narrow this gap, forcing a major recalibration of global capital flows and asset pricing built on an era of abundant, cheap yen liquidity.

marsbit2 год тому

Why Is the World Nervous About Japan Raising Interest Rates?

marsbit2 год тому

Congress Advances CBDC Ban Until 2030 Through Major Housing Reform Bill

Congress has passed the 21st Century Road to Housing Act, a bipartisan bill primarily focused on housing reform to improve affordability and supply. Included within it is a significant provision that bans the Federal Reserve from issuing a central bank digital currency (CBDC) or "digital dollar" before December 31, 2030. The measure defines a CBDC as a dollar-denominated digital asset, a direct liability of the Fed, accessible to all Americans. Proponents argue the ban allows more time to study a digital dollar's impacts and addresses concerns about privacy, financial surveillance, and government overreach in digital payments. The provision specifically targets a retail CBDC but does not restrict permissionless blockchain networks. This crypto-related language, embedded in broader housing legislation, has drawn considerable attention for its potential to shape the future of digital assets and payments in the U.S. The bill's final passage will determine if the ban takes effect for the next decade.

TheNewsCrypto3 год тому

Congress Advances CBDC Ban Until 2030 Through Major Housing Reform Bill

TheNewsCrypto3 год тому

Research Report Analysis: MRVL's Optical AI Booming, Why High Valuation Keeps Morgan Stanley's Star Analyst Sidelined?

Report Recap: MRVL Optical AI Boom - Why High Valuation Led Morgan Stanley's Star Analyst to Stay Neutral? Morgan Stanley analyst Joseph Moore maintained an "Equal-weight" (Neutral) rating on Marvell Technology (MRVL) on May 28, raising the price target from $172 to $195, below the trading price. This stance comes despite Marvell reporting a record quarter and significantly raising its full-year outlook (FY27 revenue ~$11.5B, up ~40%). Moore's neutral view is based on valuation. The $195 target implies ~40x CY2027 P/E. He contrasts MRVL with NVDA: both trade near ~$200, but Nvidia's forward EPS is more than double Marvell's. For MRVL's valuation to hold, it needs consistent earnings upgrades, proof of networking market share gains, or certainty on large-scale custom AI chip shipments—none of which are confirmed yet. Growth is driven by two pillars: **1) Optical Interconnect** (the faster runner): Moore raised FY27 growth expectations to >70%, with the optical module product line nearing a $1B annualized run rate. **2) Custom AI Chips** (the climber): Confidence in FY28 is growing, but a major new customer project only ramps in FY28, with no current revenue visibility. Key risks are the underperforming Storage, Enterprise, and legacy Networking segments. Moore acknowledges the real AI opportunity but believes the current price already reflects it. For the stock to work from here, investors need to see the optical business hit its targets, custom chips ramp as planned, and a recovery in the weaker business units.

marsbit4 год тому

Research Report Analysis: MRVL's Optical AI Booming, Why High Valuation Keeps Morgan Stanley's Star Analyst Sidelined?

marsbit4 год тому

Торгівля

Спот

Ф'ючерси