经济学家Alex Krüger表示,2020年3月的风格复苏可能正在重演——原因如下

币界网Опубліковано о 2024-08-08Востаннє оновлено о 2024-08-08

币界网报道:

宏观经济学家Alex Krüger并不认为加密货币注定会陷入长期熊市。

在一个新话题中,Krüger告诉他在社交媒体平台X上的17.9万粉丝,在周末价格突然暴跌后,数字资产正面临三种可能的历史情景。

第一种情况发生在2020年3月,当时加密货币价格因冠状病毒而暴跌,但在两个月内恢复,引发了该行业历史上最大的牛市之一。

第二次是在2021年5月,比特币(BTC)在4月份创下历史新高后暴跌了30%以上。加密资产的价格继续下跌,直到7月下旬,该行业在11月扭转了走向新高的道路。

第三次发生在2022年5月,当时Terra生态系统内爆,加密资产价格连续六个月暴跌。

Krüger认为第三种情况是最不可能的,并预测加密货币将遵循第一种选择的快速复苏路径,尽管“预计不会出现2020-21年的疯狂表现”

他还指出,他不认为美国经济正走向衰退,这将进一步推动加密货币价格下跌。

“我们刚刚看到整个世界都经历了加密货币式的杠杆式抛售。就是这样。生活还在继续。除非未来出现衰退,这在目前是可能的,但不太可能。

在这种情况下,这只是第一个样本。这意味着,选择你的阵营:衰退或没有衰退。并采取相应行动。我属于不衰退阵营。将极度关注美国所有就业数据点。我们现在正处于一个“糟糕的经济数据对价格不利”的交易环境中。”

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

生成的图像:Midjourney

Пов'язані матеріали

My Coding Betting Dashboard is Profiting, but Polymarket is Truly Not a Good Place for 'Arbitrage'

The author built a custom monitoring dashboard for Polymarket, a prediction market platform, and tested it with $1,600, achieving over 30% returns. However, the core argument is that Polymarket is not a good venue for traditional arbitrage. The dashboard has two main sections: a "Portfolio Dashboard" for tracking active positions with key metrics like total capital, P&L, and a risk-control module using a tier system (T1, T2, T3), and an "Opportunity Watchlist" for monitoring markets. The article details a critical structural trap in binary markets: a bet with a high perceived probability of success still carries a 100% loss risk if wrong. The author's T1/T2/T3 system is designed to manage this by limiting position sizes based on conviction and time horizon, emphasizing that high confidence should not equal high concentration. A key insight is the danger of "pseudo-diversification"—betting on different markets driven by the same underlying variable. The author concludes that Polymarket offers few true low-risk, arbitrage opportunities. It is instead a high-risk environment where wins can create a false sense of mastery, leading to large losses. The platform is better viewed as a training ground for honing judgment through disciplined, framework-driven betting rather than a reliable income source. The tools help transform intuition into structured, rule-based decisions to mitigate the risk of catastrophic errors.

marsbit1 год тому

My Coding Betting Dashboard is Profiting, but Polymarket is Truly Not a Good Place for 'Arbitrage'

marsbit1 год тому

WeChat AI Card Hands-On Guide: Has the AI Shopping Era Arrived?

**"WeChat AI Card" Practical Test Guide: Has the Era of AI Shopping Arrived?** WeChat has officially launched the "AI Exclusive Card," a feature integrated into its Workbuddy AI assistant. This card is designed to handle payments for AI-initiated purchases. Our hands-on test reveals it's not yet a tool for fully autonomous AI shopping, but rather a controlled payment layer for AI agents. The AI Card functions as an isolated sub-wallet within WeChat Pay. Users must bind the card and transfer funds into it from their main wallet. Crucially, every transaction requires explicit user confirmation via smartphone scan; AI cannot spend autonomously. Currently accessible through the Workbuddy agent, the card targets specific digital consumption scenarios: purchasing paid content (reports, data), calling paid APIs/tools, and subscribing to services. Its design prioritizes security and control by separating funds and mandating approval for each payment. We tested a real-world scenario: ordering bubble tea via Workbuddy using a "Meituan Life Assistant" skill. The process encountered multiple hurdles: high "skill" usage costs (exceeding daily free credits), and most importantly, while a payment was successfully initiated, the AI purchased an incorrect product (a mismatched group-buy coupon instead of the desired drink). This highlights the current limitation: the **AI Card only solves the payment step**. The broader challenge lies in the **AI agent's execution chain**—accurately understanding intent, navigating third-party platforms, selecting the right product, and ensuring proper fulfillment. The payment succeeded, but the purchase failed to meet the user's need. In conclusion, the WeChat AI Exclusive Card is a cautious, early-step experiment in AI commerce. It provides a secure, user-controlled payment method for agent interactions but is not yet capable of reliable, end-to-end complex purchases. For now, it's best used for low-value, low-risk digital services with careful user verification at each step. The vision of AI handling complete shopping tasks remains a work in progress.

marsbit4 год тому

WeChat AI Card Hands-On Guide: Has the AI Shopping Era Arrived?

marsbit4 год тому

Deconstructing Notion's Growth: From a Note-taking Tool to 100 Million Users—How Notion Built a Triple Growth Flywheel Through Product, Templates, and Community

Notion's growth from a niche note-taking tool to a platform with 100 million users is powered by three interconnected flywheels: Product-Led Growth (PLG), a Template Economy, and Community-Driven Growth. First, Notion's PLG strategy relies on a highly flexible, "plastic" product that users can adapt to countless personal and team workflows. Its freemium model lowers the barrier to entry, while features like page sharing and collaboration drive organic, usage-based viral growth as users naturally invite others. Second, the Template Economy solves the "blank page" problem. Templates, created by both Notion and its community, transform abstract product capabilities into concrete, copyable solutions for specific scenarios (e.g., project management, content calendars). This dramatically lowers activation costs for new users and fuels SEO-driven discovery. Third, a vibrant Community acts as a distributed growth engine. Users and official Ambassadors create tutorials, share use cases, and host local events. This community not only educates users but also fosters a sense of identity around pursuing "better ways of working," strengthening loyalty and enabling global, low-cost expansion. Together, these flywheels create a self-reinforcing ecosystem: a great product attracts users who create templates and community content, which in turn attracts more users and deepens engagement. This system allowed Notion to scale from individuals to teams and enterprises through a bottom-up adoption path. Looking ahead, AI integration promises to accelerate these flywheels further by making templates smarter and the platform a potential AI-native work operating system. Ultimately, Notion's defensible advantage is not just its features, but this deeply entrenched network of user assets, creators, and community trust.

marsbit4 год тому

Deconstructing Notion's Growth: From a Note-taking Tool to 100 Million Users—How Notion Built a Triple Growth Flywheel Through Product, Templates, and Community

marsbit4 год тому

$10 Billion, Qualcomm to Acquire Chip Legend Jim Keller's Company

Global mobile chip giant Qualcomm is in advanced talks to acquire AI chip startup Tenstorrent in a deal valued between $8-10 billion, according to media reports. This potential acquisition would be one of the largest in the AI chip sector in recent years. Tenstorrent, led by legendary chip architect Jim Keller, has gained prominence for its RISC-V architecture and AI accelerator designs. The move highlights Qualcomm's strategic push to diversify beyond its core smartphone chip business. As the smartphone market matures, Qualcomm is aggressively targeting growth in automotive, data center, and cloud AI. Acquiring Tenstorrent would allow Qualcomm to rapidly enter the high-end AI computing market, bypassing lengthy in-house development cycles. Tenstorrent's cost-effective system architecture, which avoids expensive HBM memory and relies on standard Ethernet for clustering, offers a potential alternative to Nvidia's costly solutions. Furthermore, Tenstorrent's high-performance RISC-V CPU technology and its focus on the automotive and edge computing segments align with Qualcomm's strategic goals, including its "Snapdragon Digital Chassis" platform. Despite the strategic rationale, the high valuation has sparked some investor caution. The successful integration of Tenstorrent's open-source culture and independent team into Qualcomm's organization, along with the commercialization of its technology, remains a key challenge.

marsbit5 год тому

$10 Billion, Qualcomm to Acquire Chip Legend Jim Keller's Company

marsbit5 год тому

Торгівля

Спот
Ф'ючерси
活动图片