拜登退选,一览美国民主党候选人的加密货币政策

链捕手Опубліковано о 2024-07-23Востаннє оновлено о 2024-07-23

作者:Mia,ChainCatcher

编辑:Marco,ChainCatcher

 

上周日,81岁高龄的美国总统拜登宣布放弃竞选连任,副总统卡玛拉·哈里斯随即表示,她将接替拜登寻求民主党的提名。在拜登给予她全力支持之后,许多民主党人迅速表示了对她的支持。

尽管拜登的支持为哈里斯的候选人身份增添了强有力的背书,但这一结果仍然充满变数。此前,民主党内四位最有影响力的人物都发表了赞扬拜登的声明,但对哈里斯的支持却保持沉默,其中包括前总统贝拉克·奥巴马,他据说将保持中立立场,就像在2020年初选时一样。

就在今日,加州众议员、前众议院议长南希·佩洛西正式表态支持哈里斯。尽管国会山庄的许多民主党人都支持哈里斯,但国会内领导民主党的纽约州民主党参议员查克·舒默和众议员哈基姆·杰弗里斯仍旧尚未表态支持她。

那么,除了哈里斯,还有谁可能成为民主党候选人?他们将会带来怎样的加密货币政策?

近几周,加州州长纽森(Gavin Newsom)和密歇根州州长惠特默(Gretchen Whitmer)成为了备受瞩目的热门人选。纽森因其与共和党州长的公开辩论而在全美范围内声名鹊起,而惠特默则一直是全国堕胎权支持者的代表,堕胎权也被广泛视为民主党在11月大选中的关键议题。值得注意的是,惠特默此前曾明确表示,即使拜登退选,她也不会寻求提名。

此外,宾夕法尼亚州州长乔希·夏皮罗(Josh Shapiro) 也备受关注,《华尔街日报》预测宾夕法尼亚州将成为未来几个月两党一决胜负的关键州。

伊利诺伊州州长普利兹克也以高达35亿美元的身价成为了极具吸引力的候选人。

民主党候选人加密态度

副总统哈里斯(Kamala Harris)

财务披露信息表明,哈里斯及其丈夫道格拉斯·埃姆霍夫均未涉足加密货币领域,并更倾向于传统金融上投资美国国债和新兴市场。

在2020年大选期间,哈里斯聘请了瑞恩·蒙托亚担任她的日程安排主管。据悉,蒙托亚曾是萨克拉门托国王篮球队(NBA球队)的首席技术官,在他的领导下,萨克拉门托国王队成为了世界上第一支接受比特币支付的球队,并且还尝试过挖掘以太币以及推出NFT系列。

此外,《纽约时报》此前曾报道,哈里斯与科技行业关系密切。当她被提名为副总统时,这甚至被视为硅谷的“好消息”。而随着科技行业与加密货币的相关性越来越高,未来不排除哈里斯在总统竞选之前可能会出于某种原因站出来支持比特币。

加州州长纽森——加密技术支持者

在潜在候选人中,纽森对加密货币行业有深入的了解,并持开放态度。他一直是民主党内最杰出的区块链和加密技术推动者之一,致力于与加密货币行业合作制定国家政策和推动教育。

早在2022年5月,纽森就发布了一项行政命令,旨在促进区块链研究和创新,并探索政府在其中的应用。尽管后来由于Celsius事件和FTX破产风波,加密政策环境有所变化,导致一项新的州级行业监管法案被否决,但纽森对加密行业的积极态度并未改变。

2023年10月,纽森继续推进加密立法,签署了一项将于2025年7月生效的加密许可法案。该法案要求加州金融保护和创新部(DFPI)为加密货币制定监管框架,包括许可制度和执法、规则制定权。DFPI还获得了18个月的实施期,以确保监管框架能够量身定制,应对行业趋势并减轻消费者伤害。

纽森对加密货币行业的深入了解意味着他可能愿意与加密货币行业合作。

密歇根州州长惠特默(Gretchen Whitmer)

惠特默被视为潜在候选人,但惠特默并未讨论过她在加密货币方面的任何立场,也没有在密歇根州以任何重要方式推动加密货币政策。这表明,如果她成为总统,她可能会对加密货币的政策问题做出更多反应,或者仅仅是从政策角度来看,她对加密货币并不感兴趣。

虽然加利福尼亚州等其他州已经实施了与该行业合作的监管框架,但没有什么迹象表明惠特默会在加密货币方面做出什么大动作。

宾夕法尼亚州州长乔希·夏皮罗(Josh Shapiro)

与惠特默一样,夏皮罗也被视为可能的总统候选人。在他任职期间,宾夕法尼亚州银行与证券部决定在其《货币传输法》的定义中包含“加密货币”,将其视为一种“货币”,这扭转了夏皮罗成为宾夕法尼亚州州长之前的2019年政策。

尽管夏皮罗在加密货币方面没有做出什么重大举措,但他至今也未对加密行业发表过任何负面言论,即便在州税收减免被加密货币挖矿公司利用来帮助创建数据中心之后也是如此。

未来,夏皮罗可能愿意考虑在国家层面为加密货币建立监管框架。

伊利诺伊州州长普利兹克——加密多头

如果要说谁是“加密货币的多头”,那可能就是普利兹克了。

在2022年FTX倒闭之前,普利兹克的办公室一直对加密货币持积极态度。此外,在2021年的一篇Facebook帖子中,普利兹克欢迎加密货币ATM公司CoinFlip来芝加哥发展,还表示“加密货币的未来在伊利诺伊州”。

而事实上,普利兹克领导下的伊利诺伊州很早就开始接纳加密货币了。

相关业界观察员表示,如果加密货币行业想找一个人成为民主党的总统候选人,或是哈里斯的副总统人选,普利兹克可能是最好的选择。

那么在当前情况下,有哪些值得关注的MEME币呢?

相关MEME币

目前,在拜登钦定下,热度最高的候选人哈里斯已有相关memecoin。(不构成投资建议)

$HERRIS

目前X平台显示,代币$HERRIS(Kumala Herris)跟随人数超5千人,市值为 6.2M 美元。在拜登宣布退选后,$HERRIS 价格一度突破0.009 美元,目前已回落至0.0062美元,24小时涨幅达24.43%。

除此之外,更多相关MEME币开始涌向市场。

$CUMALA

据X平台显示,Solana 链上土狗 $CUMALA (cumala whoris)已经发行,目前跟随人数仅有190人。

$KAMA

$KAMA (Kamala Horris)是 SOLANA 链上目前市值最大相关MEME币,在拜登宣布退选后的几分钟内价格翻倍,上涨突破 0.3美元,创下历史新高,现报价 0.02736 美元, 24 小时涨幅为 48.45% 。目前,$KAMA市值达 25.83 M 美元。

 

Пов'язані матеріали

Just now, DeepSeek V4 updates with DSpark, improving inference speed by 80%

DeepSeek has updated its DeepSeek V4 model with the DSpark speculative decoding framework, achieving a significant 60-85% speedup in generation for Flash models and 57-78% for Pro models while maintaining the same overall throughput. This engineering-focused update, rather than a core architectural change, introduces DSpark to address latency and throughput bottlenecks in high-concurrency production environments. DSpark combines high-throughput parallel generation with adaptive load-aware verification. Its key innovations include a semi-autoregressive generation architecture to model dependencies within token blocks and a hardware-aware confidence-scheduled verification system. This system uses a confidence head to predict token acceptance probabilities, allowing it to dynamically optimize verification length per request and allocate compute only to tokens with the highest expected payoff. The asynchronous scheduler is designed for real-world deployment, ensuring zero-overhead scheduling and continuous CUDA graph replay while preserving the target model's output distribution. In tests across mathematical reasoning, code generation, and daily dialogue, DSpark outperformed state-of-the-art models like Eagle3 and DFlash, increasing average acceptance length by 26.7%-30.9% and 16.3%-18.4% respectively on Qwen3 target models. DeepSeek also open-sourced DeepSpec, a full-stack codebase for training and evaluating speculative decoding draft models, providing a standardized toolkit that includes data preparation tools, model implementations, training code, and evaluation scripts.

marsbit2 год тому

Just now, DeepSeek V4 updates with DSpark, improving inference speed by 80%

marsbit2 год тому

BIT Research: The 2028 Halving Is Not the End, the Real Shake-Up of the Bitcoin Mining Industry Is Just Beginning

The Bitcoin mining industry is undergoing its most complex structural adjustment since inception. Despite Bitcoin's price holding near $61,000 and the network hash rate approaching a record 1 ZH/s, miner profitability is deteriorating. The industry is operating close to its breakeven point, with the 2028 halving expected to accelerate consolidation. The challenges extend beyond the halving's subsidy reduction; the industry's revenue model has yet to successfully transition towards a fee-driven structure. Increasingly, mining companies are evolving from simple Bitcoin producers into infrastructure and energy operators, including providers of AI/HPC computing power. Competition is shifting from pure hash rate expansion to business model upgrades. Economic pressure is evident. The theoretical daily mining revenue at current prices is around $78 million, yet the actual figure is only about $33 million—a 136% gap. Transaction fees remain low at roughly $220k daily, far below historical implied levels. With a current estimated industry-wide breakeven price near $65,000, mining alone is struggling to generate ideal profits. The 2028 halving is projected to push the fundamental production cost floor to approximately $93,289. This will likely accelerate a shift towards consolidation among larger, well-capitalized miners with diversified revenue streams. Competitive advantage will belong to institutionalized players with access to low-cost energy, AI/HPC hosting operations, and stronger balance sheets. In essence, Bitcoin mining is transitioning from a "mining business" to an "infrastructure business." Future profitability and resilience will depend less on block rewards and more on diversified income sources like energy management and computational infrastructure services. For investors, the key question is not the halving itself, but which miners can successfully navigate this business model transformation.

marsbit3 год тому

BIT Research: The 2028 Halving Is Not the End, the Real Shake-Up of the Bitcoin Mining Industry Is Just Beginning

marsbit3 год тому

This is How God Karpathy Uses Claude?

Andrej Karpathy, a prominent figure in AI, has reportedly joined Anthropic, leading to a noticeable decrease in his open-source contributions and social media activity. A document claiming to be his personal "CLAUDE.md" file—a set of instructions for the Claude AI to follow within a specific codebase—has been circulating online. While its authenticity is unverified, the content aligns closely with Karpathy's publicly shared principles on effective AI-assisted programming. The document outlines key rules for AI coding assistants, emphasizing the importance of reading existing code thoroughly before writing new code to maintain consistency. It advises against over-engineering, advocating for simple, surgical modifications that match the project's existing style. Other guidelines include clarifying assumptions upfront, writing meaningful tests, thoughtful debugging, and carefully considering dependencies. The core message is that these principles help prevent common AI coding failures, such as introducing unnecessary abstractions, style drift, or making invisible architectural decisions. The community has noted that even experts like Karpathy require detailed instructions to guide AI effectively, akin to managing a junior developer. A related GitHub repository, "andrej-karpathy-skills," which encapsulates these ideas, is reported to significantly reduce Claude's code error rate. Ultimately, the advice stresses that the best CLAUDE.md is tailored to one's own tech stack and coding practices.

marsbit3 год тому

This is How God Karpathy Uses Claude?

marsbit3 год тому

Торгівля

Спот
活动图片