Chang 升级来临仅剩 3 天,ADA 价格能否站上 0.4 ?

金色财经Опубліковано о 2024-08-29Востаннє оновлено о 2024-08-29

尽管交易员开设了更多空头仓位,但 ADA 鲸鱼活动仍在增加。即将到来的 Chang 升级可能会引发 Cardano 价格复苏。

v2-af3f50e80e9fcc61a6c018a837b6e209_720w.webp

Cardano (ADA) 正面临重大挑战,其价格徘徊在可能下跌 10% 的附近。创始人 Charles Hoskinson 的失踪动摇了投资者信心,自 8 月 24 日起,他便不再出现在公众和社交媒体上。Chang 升级推迟至 9 月 1 日,这加剧了不确定性,市场人气因此受到打击。

ADA价格在过去 24 小时内下跌了 1.5%,因为社区热切期待升级发布当天的积极价格反应。与此同时,人们将其与最近 Ton 区块链因创始人 Pavel Durov 被捕并随后获释后网络拥堵而停止运行的情况进行比较,这进一步加剧了人们的猜测。

鲸鱼活动增加

在创始人Hoskinson 缺席的情况下,Cardano 网络表现良好,鲸鱼活跃地址和鲸鱼活动在过去 24 小时内有所增加。Hoskinson 是 X 平台的忠实用户,但最近四天没有发帖。粉丝们对他的行踪感到担忧,尤其是现在距离 Chang 硬分叉只有三天时间了。

Santiment的数据显示,自 8 月 24 日起,Cardano 网络上持有价值 100,000 美元或以上的 ADA 巨鲸的活动稳步增加,而价格在同一时期内下跌。

v2-e40def1569535e82c41e2d0b520923a7_720w.webp

此外,IntoTheBlock数据显示,8 月 25 日至 28 日期间大额持有者的净流量为正值,这意味着大额持有者可能会在 Cardano 价格下跌时买入,预期未来价格会上涨。

v2-c56c6111047d0d476c7b5a078d825006_720w.webp

或者,鲸鱼可能会出于战略原因重新定位其投资组合,在钱包或交易所之间转移资产,这可能不会立即影响 ADA 价格,但可以预示未来的市场走势。

活跃地址猛增,但 ADA 价格下跌

尽管 Cardano 价格下跌,但活跃地址数飙升至近一个月高点,表明链上的活动正在增加。根据 Santiment 的数据,Cardano 网络上的活跃地址在过去 24 小时内增加了 49%,达到 36,184 个,表明兴趣或采用率不断增长。另一方面,ADA 交易量在同一时期下降。

v2-5bd32c9c5831cc0cd45073169eb61f07_720w.webp

AA 交易量的差异可能表明兴趣或采用率不断增长,但交易量的下降可能表明行为谨慎。用户可能持有资产而不是交易,这可能是由于市场不确定性。

Coinglass数据显示,Cardano 未平仓合约 (OI) 在过去 24 小时内与价格一起下跌了 0.12%,表明交易者正在进入空头仓位。Coinglass 流动性图还显示,过去 24 小时内空头仓位有所增加,尽管与多头仓位的差距很小。

v2-7ed9318fdb8eabd120eb214efdc9183f_720w.webp

这种不平衡表明看跌情绪主导市场,因为交易员预计卡尔达诺价格将进一步下跌。这或许也可以解释 AA 交易量背离所描绘的新用户的谨慎行为。

卡尔达诺价格依然看涨,关键支撑位 0.32 美元左右仍坚挺。鲸鱼活动增加,表明大型投资者对 ADA 价格上涨充满信心。卡尔达诺价格可能会下跌 10% 以测试该支撑位,然后反弹至 0.39 美元。

简单来说

目前,ADA 未平仓合约 (OI) 和价格变化表明交易者正在开仓做空。鲸鱼活动与 Cardano 网络上的活跃地址增加了都有所增加。综上所述,我认为短期内市场情绪与指标支持 ADA 的看跌前景,不平衡的看跌情绪主导市场,预计上涨潜力有限。但长期来看活动地址与鲸鱼活动的增加表明了对 ADA 价格上涨的信心与兴趣,并且随着九月可能来临的降息与流动性的增加,及最近几天Chang 硬分叉的来临,预计会将推动价格复苏测试0.39美元。

Пов'язані матеріали

Warsh's First Conundrum: Rate Cuts, Inflation, and a Fractured Fed

Walsh's First Dilemma: Rate Cuts, Inflation, and a Divided Fed Kevin Warsh officially assumed the Fed Chairmanship on May 15th, inheriting a central bank deeply divided over inflation. Contrary to market expectations of a dovish stance due to his appointment by President Trump, Warsh's historical record shows early and consistent hawkish concerns about inflation. The Fed he leads is fractured, with three FOMC members recently dissenting against even hinting at future rate cuts. The immediate challenge is surging inflation. While the Iran-related oil shock is a temporary factor, core CPI and services inflation are accelerating, showing signs of becoming entrenched—echoing the Fed's 2022 "transitory" misstep. Warsh faces the task of building consensus within a committee where several members believe policy may not be restrictive enough, especially if the neutral interest rate (r-star) is higher than currently estimated. Politically, Warsh is caught between Trump's desire for rate cuts and the economic reality of persistent price pressures. Any move perceived as bowing to political pressure could undermine Fed independence. Market implications are significant. Long-term Treasury yields (e.g., 30-year at 5.19%) could rise further, especially if the June FOMC statement hints at possible tightening. Tech stocks face continued valuation pressure from higher rates. The key variable is progress in Iran negotiations; a breakthrough before the June meeting could temporarily ease oil-driven inflation, but stubborn services inflation would remain. All eyes are on Warsh's first post-FOMC press conference on June 17th. His wording on inflation and policy will reveal how much the market has mispriced his stance and the Fed's likely path forward.

marsbit11 хв тому

Warsh's First Conundrum: Rate Cuts, Inflation, and a Fractured Fed

marsbit11 хв тому

Harvard and Others Exit, Six Core Talents Depart in a Month: What's Happening to Ethereum?

Ethereum faces significant internal and external pressures, marked by a wave of high-profile departures from its core development team and a loss of confidence from major institutional investors. Within four months, at least seven key figures—including researchers, protocol leads, and a former executive director—have left the Ethereum Foundation. This exodus, partly triggered by controversy over a new "mission statement" requiring employee sign-off, risks derailing critical roadmap upgrades like PeerDAS and Verkle trees, and has already contributed to delays in the planned Glamsterdam upgrade. Compounding the internal instability, major institutions are reducing their exposure. Goldman Sachs slashed its iShares Ethereum Trust holdings by approximately 70%, and Harvard's endowment fund completely exited its $87 million Ethereum ETF position. Concurrently, the Ethereum Foundation itself has been unstaking and selling ETH for "treasury rebalancing," further unsettling the market. These challenges emerge as Ethereum's competitive dominance erodes. Its share of the total DeFi market has fallen to around 54%, with rivals like Solana and Base gaining ground. In fee revenue, it was recently outpaced by newer chains like Hyperliquid. Furthermore, a trend of institutions exploring proprietary or hybrid blockchains (exemplified by Circle's Arc) threatens Ethereum's position as the premier settlement layer for institutional assets. While founder Vitalik Buterin's vision for Ethereum as a secure, decentralized "technical sanctuary" and "world computer" remains clear, its realization is threatened by the concurrent loss of execution capability, institutional patience, and market share during a critical competitive phase.

链捕手51 хв тому

Harvard and Others Exit, Six Core Talents Depart in a Month: What's Happening to Ethereum?

链捕手51 хв тому

IOSG | After the Halving of Developer Count: Crypto Isn't Dead, It's Just Handing Over Talent to AI

IOSG Report: Crypto's Developer Exodus Masks a "Talent Deleveraging" and Migration to AI The number of monthly active crypto developers on GitHub has roughly halved from its 2022 peak to around 23,000. This decline is not a sign of industry collapse but a "talent deleveraging." The exodus consists largely of newcomers who entered during the bull market, while the cohort of established developers (2+ years of experience) has grown to a record high, now contributing about 70% of the code. These core builders are consolidating in ecosystems with real users and activity, like Bitcoin and Solana. The crypto industry has forged a unique skill set: building operational, trusted systems from scratch in environments with no external authority, near-zero tolerance for error, and missing rules. This involves creating trust through pure code/mechanisms and making judgments under profound technical and economic uncertainty. This capability is finding new, high-value applications in the AI era, which faces structurally similar problems: trust in opaque autonomous systems, a lack of governance frameworks, and coordination among self-interested AI agents. Key migration patterns include: 1. **Direct Hardware/Infrastructure Translation:** Projects like CoreWeave pivoted from GPU mining to AI compute supply. 2. **Mechanism Design & Trust Engineering:** Crypto's experience in decentralized coordination and incentive design (e.g., via tokenomics, staking/slashing) is being applied to critical AI challenges: * **Compute Aggregation & Verification:** Solving trust and efficiency problems in decentralized GPU networks (e.g., Hyperbolic). * **AI Agent Governance:** Using cryptoeconomic mechanisms to align the behavior of multiple autonomous AI agents (e.g., EigenLayer's approach). * **Autonomous Agent Payments:** Leveraging stablecoins and programmable money for fast, permissionless micro-transactions between AI agents (e.g., x402 protocol). The builder's role is evolving from "writing smart contracts" to "designing trust mechanisms for autonomous AI systems." This convergence is reflected in hiring trends at major firms and significant capital allocation from top venture funds like Paradigm and a16z into the crypto-AI intersection. While regional approaches differ—with the US focusing more on foundational protocol innovation and Asia on application-layer integration—the core thesis remains: the systemic skills honed in crypto's trustless environments are becoming a scarce and critical asset for scaling AI.

marsbit52 хв тому

IOSG | After the Halving of Developer Count: Crypto Isn't Dead, It's Just Handing Over Talent to AI

marsbit52 хв тому

Торгівля

Спот
Ф'ючерси

Популярні статті

Як купити ADA

Ласкаво просимо до HTX.com! Ми зробили покупку Cardano (ADA) простою та зручною. Дотримуйтесь нашої покрокової інструкції, щоб розпочати свою криптовалютну подорож.Крок 1: Створіть обліковий запис на HTXВикористовуйте свою електронну пошту або номер телефону, щоб зареєструвати обліковий запис на HTX безплатно. Пройдіть безпроблемну реєстрацію й отримайте доступ до всіх функцій.ЗареєструватисьКрок 2: Перейдіть до розділу Купити крипту і виберіть спосіб оплатиКредитна/дебетова картка: використовуйте вашу картку Visa або Mastercard, щоб миттєво купити Cardano (ADA).Баланс: використовуйте кошти з балансу вашого рахунку HTX для безперешкодної торгівлі.Треті особи: ми додали популярні способи оплати, такі як Google Pay та Apple Pay, щоб підвищити зручність.P2P: Торгуйте безпосередньо з іншими користувачами на HTX.Позабіржова торгівля (OTC): ми пропонуємо індивідуальні послуги та конкурентні обмінні курси для трейдерів.Крок 3: Зберігайте свої Cardano (ADA)Після придбання Cardano (ADA) збережіть його у своєму обліковому записі на HTX. Крім того, ви можете відправити його в інше місце за допомогою блокчейн-переказу або використовувати його для торгівлі іншими криптовалютами.Крок 4: Торгівля Cardano (ADA)Легко торгуйте Cardano (ADA) на спотовому ринку HTX. Просто увійдіть до свого облікового запису, виберіть торгову пару, укладайте угоди та спостерігайте за ними в режимі реального часу. Ми пропонуємо зручний досвід як для початківців, так і для досвідчених трейдерів.

930 переглядів усьогоОпубліковано 2024.12.10Оновлено 2025.03.21

Як купити ADA

Обговорення

Ласкаво просимо до спільноти HTX. Тут ви можете бути в курсі останніх подій розвитку платформи та отримати доступ до професійної ринкової інформації. Нижче представлені думки користувачів щодо ціни ADA (ADA).

活动图片