火星早报 | 昨夜今晨要闻:美SEC与TrueUSD相关公司达成欺诈指控和解

marsbitОпубліковано о 2024-09-24Востаннє оновлено о 2024-09-25

SEC

美SEC与TrueUSD相关公司达成欺诈指控和解

美国证券交易委员会(SEC)与与TrueUSD(TUSD)稳定币相关的公司达成和解。这些公司包括TrustToken和TrueCoin,现已重组为Archblock旗下。SEC指控它们虚假陈述TUSD的储备支持情况,并未注册发行与TUSD相关的证券。 

这些加州公司声称TUSD拥有一对一美元储备,但实际上将资金投资于高风险的海外商品基金。根据和解协议,TrustToken和TrueCoin每家公司将支付16.4万美元罚款,并返还约40万美元的利润和利息。 

SEC指出,这些公司在2022年知晓TUSD的赎回问题,并通过其平台TrueFi进行未注册的证券销售。SEC强调,这一案件凸显了注册对于保护投资者的重要性。 

目前TUSD市值接近5亿美元,曾有超过13%的TUSD资金被用于TrueFi平台的盈利性机会。

美SEC推迟对贝莱德以太坊现货ETF期权交易申请做出决议

据The Block报道,美国证券交易委员会(SEC)推迟了对是否允许贝莱德现货以太坊ETF进行期权交易做出决议。

币安否认1280万用户数据泄露传闻

近日,暗网论坛上有人声称泄露了币安1280万用户的个人数据,包括姓名、邮箱、电话号码、生日和地址等敏感信息。然而,币安表示这一消息为虚假信息。发帖者名为“FireBear”,称这些数据是在8月份泄露,并试图出售部分或全部信息。 

币安发言人向Decrypt确认,安全团队已调查此事,并确定没有发生数据泄露。尽管如此,网络安全专家警告称,这类虚假消息可能引发钓鱼攻击和账户盗用事件,建议用户启用双重认证并警惕可疑通信。

美参议院通过法案,加强总统候选人安保

当地时间9月24日,美国参议院一致通过《加强总统安全法案》,旨在加强美特勤局对主要总统候选人的安保。在美国共和党总统候选人特朗普今年两次遭遇“未遂暗杀”后,美国众议院于9月20日一致通过了该法案,并递交参议院审议。该法案将加强美国特勤局对总统候选人的保护,使达到与现任总统同样的水平。此外,该法案还将总统级别的保护范围扩大到副总统候选人,并要求特勤局定期向众议院和参议院领导人报告候选人保护情况。、 

此前报道,美国众议院通过法案,加强总统候选人安保。

Farcaster客户端Warpcast推出「Mini-app」新功能

9 月 25 日,去中心化社交协议 Farcaster 客户端 Warpcast 推出了一种原生方式,用于为去中心化社交媒体协议开发应用程序。该工具系统名为 Mini-app,并于周二上线,与现有的 Farcaster Frames 功能类似,它允许用户将去中心化应用程序(dapp)直接嵌入到他们的社交媒体动态中。

Warpcast 开发者 horsefacts 在社交媒体帖子中解释说:「Mini-app 视图是一个完整的 HTML/CSS/JS 网页,因此它在某些方面既简单又复杂。简单是因为用户可以使用完整的交互式画布和任何想要的 Web 框架,复杂是因为相比于一个简单的图像,它需要设置更多的内容。」(The Block)

SBF前女友Caroline Ellison被判入狱两年

9 月 25 日,据《财富》杂志报道,美国法官 Lewis Kaplan 判处 SBF 前女友、前 Alameda Research 首席执行官 Caroline Ellison 两年联邦监禁。

Ellison 将于 11 月初开始服刑,并将被送往一所最低安全级别的监狱。法官批准了 Ellison 的请求,让她在波士顿靠近家人的监狱服刑。

美众议员Brad Sherman:SEC应监管加密货币,可立法明确其证券属性

9 月 24 日,FOX Business 记者 Eleanor Terrett 披露,在美国众议院金融服务委员会主席 Patrick McHenry 发言后,众议员 Brad Sherman 首次提及加密货币话题。

Sherman 表示:「SEC 是保护投资者的首要机构,对几乎所有其他无形投资资产都负有责任。我们可以提供明确性,尽管我认为这并非必要,我们可以通过额外的法规来明确加密货币是一种证券。」

Polymarket对2024年美国总统大选的投注突破10亿美元

预测平台Polymarket对2024年美国总统大选的投注金额已突破10亿美元。其中,副总统卡马拉·哈里斯的胜选几率被预测为51%,总投注金额接近1.54亿美元;紧随其后的是共和党候选人唐纳德·特朗普,其胜率为48%,投注金额约1.63亿美元。除此之外,用户还押注了其他共和党或民主党候选人获胜,但这些几率相对较低。

Ethena Labs:eUSD已上线

Ethena Labs 在 X 平台发文宣布,于 EigenLayer 合作的 Ethena 的流动性再质押代币 eUSD 现已上线,目前支持存入不同稳定币兑换 eUSD。

某比特币鲸鱼沉寂13年后苏醒,向CEX存入20枚比特币

据 Arkham 监测,又一远古比特币巨鲸转移了价值 317 万美元的比特币。这个钱包自 13 年前收到这些比特币以来,从未进行过任何转移操作。 

该地址今日苏醒,刚刚将 20 枚比特币(约合 127 万美元)转移到了 Bitstamp,另外将 30 枚比特币转移至匿名地址。 

昨日报道,某远古比特币鲸鱼沉寂 10 年后苏醒,向 Kraken 转移了 5 枚 BTC,地址内仍持有 1215 枚 BTC。

以太坊能否突破3000美元?牛市信号逐渐明朗!

以太坊网络活跃度的持续增加,ETH不仅表现出了强劲的价格走势,还在关键市场数据上超过了比特币。随着未平仓合约和融资利率的上升,以太坊上meme财富效应的增强,网络增长的明显迹象,市场对以太坊的需求正迅速飙升。面对这一系列利好,许多投资者开始期待ETH能否进一步上涨,突破3000美元关口,成为下一轮牛市的主角。

美联储和中国央行双重利好!Wintermute 和 Hayes 预见加密货币大涨?

央行政策转变,专家分享加密货币价格看法。中国央行刺激措施激发投资者乐观情绪,美联储也释放降息信号。专家认为这将为加密货币市场注入流动性,提高风险承受能力。但也有分析师认为美国和加密货币市场走势低迷,中国降息是否能起到刺激作用尚不清楚。Maelstrom创始人认为央行政策转变是加密货币价格立场转变的原因,他最近也变得更加乐观。

9大远古巨鲸接连苏醒,这是最后一轮加密牛市吗?

美联储降息50基点,加密市场缓慢上涨,比特币和以太坊价格上涨。远古加密巨鲸出现,抛售近1.6亿美元的ETH。另一巨鲸抛售超过3500万美元的ETH。巨鲸持有大量加密资产,其中一位以均价5.23美元建仓16636枚ETH,目前价值4401.5万美元。近期加密巨鲸频繁抛售,可能是对经济衰退的担忧。随着市场上涨,加密巨鲸抛售潮可能会继续。

Polymarket寻求5000万美元融资意欲何为?

Polymarket是一家加密货币预测市场平台,正在寻求5000万美元的新融资,并考虑发行自己的代币。该平台使用代币作为用户验证事件结果的一种方式,已筹集7000万美元融资,交易量持续增长,最受欢迎的主题是美国总统大选。Polymarket的成功引起监管机构关注,已屏蔽美国IP地址用户,但仍有使用VPN绕过地理围栏的美国交易员。


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Samsung Relies on Technology Cycles, SK Hynix on HBM, How Did Micron Win a Trillion-Dollar Market Cap?

Micron Technology, the third-largest memory chip maker alongside Samsung and SK Hynix, recently saw its market cap surpass $1 trillion. Founded in 1978 in Boise, Idaho, Micron survived brutal industry cycles while American peers and Japan's memory sector faltered. Its survival is attributed to a dual strategy: leveraging political and legal avenues for critical breathing room, coupled with relentless manufacturing cost control. Historically, Micron sought U.S. government intervention three times. In 1985, it filed an anti-dumping complaint against Japanese firms, leading to the U.S.-Japan Semiconductor Agreement. Ironically, this created an opening for Samsung, which later became its toughest competitor. In 2002, Micron turned "whistleblower" in a DRAM price-fixing investigation, escaping penalties while rivals were fined. In 2017, it sued China's Fujian Jinhua, contributing to its placement on a U.S. entity list, stifling a nascent competitor. However, a major strategic misstep occurred in 2013 with the acquisition of bankrupt Japanese firm Elpida. Integrating Elpida's mobile-DRAM-focused technology diverted resources, causing Micron to miss the critical early decade of development for High Bandwidth Memory (HBM)—the high-performance memory essential for AI chips like NVIDIA GPUs. By the time AI demand exploded in 2022, SK Hynix, which launched the first HBM in 2013, held about 85% of the HBM3 market, leaving Micron with roughly 3%. Micron now faces a triple squeeze. In the high-end HBM market, it lags significantly behind SK Hynix and Samsung. In the mid-to-low end DRAM market, it faces aggressive price competition from China's CXMT. Furthermore, a 2023 Chinese cybersecurity ban on its products slashed its revenue from China, a once-core market, from over 10% to just 7.1% by FY2025, causing it to exit China's data center server business. Beneath its political maneuvering lies Micron's core strength: exceptional manufacturing efficiency and cost control. Decades of engineering have yielded DRAM chips with a smaller cell area than rivals, meaning more chips per wafer and lower unit costs. This efficiency, not subsidies, has allowed it to withstand price wars. While political leverage bought time, Micron is now paying a "time debt" in the HBM race. It is racing to ramp up HBM3E production and develop HBM4, but catching up to competitors who started a decade earlier is a monumental challenge. Its future hinges on whether its expertise in cost control and political strategy can compensate for the lost time in a technology race where early-mover advantage is decisive.

链捕手22 хв тому

Samsung Relies on Technology Cycles, SK Hynix on HBM, How Did Micron Win a Trillion-Dollar Market Cap?

链捕手22 хв тому

New AMD Paper Overturns Conventional Wisdom: FP4 Training Instability's Cause Is Not Insufficient Randomness

AMD's new research challenges the conventional understanding of FP4 training instability. While reducing precision from FP8 to FP4 promises doubled computational throughput and is supported by new hardware like NVIDIA Blackwell and AMD MI350 series, training large language models natively with FP4 has been notoriously unstable, often attributed to insufficient stochasticity. The paper "Pretraining large language models with MXFP4 on Native FP4 Hardware" demonstrates successful end-to-end FP4 pre-training of Llama 3.1-8B on AMD MI355X GPUs using the MXFP4 format, achieving a 9-10% overall speedup over FP8. Crucially, it identifies the root cause of instability: not randomness, but the accumulation of *structural micro-scaling errors* along the sensitive weight gradient (Wgrad) path. Through controlled experiments, researchers found that quantizing the Wgrad operation to FP4 caused significant convergence degradation. Counterintuitively, common stochasticity-based mitigation techniques like stochastic rounding and randomized Hadamard transforms worsened performance. In contrast, applying a *deterministic* Hadamard transform successfully stabilized training by ensuring consistent error patterns, reducing the extra token cost from 26-27% to just 8-9%. This work has significant implications: 1) It provides a clear diagnostic for low-precision training instability, steering focus towards structural errors. 2) It pushes FP4 from a primarily inference-focused format into the realm of viable training. 3) It leverages the open OCP Microscaling (MX) standard, promoting cross-vendor compatibility. The research marks a critical step towards more economical large model training by further pushing the boundaries of low-precision computation.

marsbit41 хв тому

New AMD Paper Overturns Conventional Wisdom: FP4 Training Instability's Cause Is Not Insufficient Randomness

marsbit41 хв тому

Will ONDO's 'Tokenization Narrative' Change After Its CEO's Unexpected Passing?

Ondo Finance founder and CEO Nathan Allman has passed away unexpectedly. Allman, a Brown University graduate with a background in private credit and Goldman Sachs' digital asset team, was a key architect of Ondo's pivot from DeFi structured yield products to becoming a leading Real-World Asset (RWA) protocol. He drove the strategy to tokenize traditional financial assets like US Treasuries (OUSG), yield-generating dollar assets (USDY), and US stocks/ETFs (Ondo Global Markets) for on-chain accessibility. The company announced that President Ian De Bode, a former McKinsey partner with a strong institutional strategy and operations background, will succeed Allman as CEO. While Allman's sudden departure presents a near-term challenge, testing market confidence and Ondo's continuity, the project is seen as more than a founder-driven narrative. It has an established product suite and a management team with deep traditional finance experience. The long-term impact hinges on the new leadership's ability to execute. De Bode's expertise in compliance, distribution, and institutional partnerships aligns with RWA's next phase of scaling infrastructure. The core question is whether Ondo can maintain its product momentum and institutional relationships. Ondo's native ONDO token represents governance and RWA narrative value, not direct revenue from the underlying assets. Its future as a "top tokenization play" will depend on the team's continued delivery of product growth, asset scale, and real-world demand, moving beyond the initial emotional shock.

marsbit1 год тому

Will ONDO's 'Tokenization Narrative' Change After Its CEO's Unexpected Passing?

marsbit1 год тому

Bankless Co-founder's Confession on Selling Off ETH: Ethereum Did the Right Thing, but 'ETH as Money' Has No Future

Bankless co-founder David Hoffman recently sold his remaining ETH holdings, sparking debate within the Ethereum community. In a detailed explanation, Hoffman clarifies that his decision was not based on bearish sentiment towards Ethereum itself, which he remains highly optimistic about, but rather on the conclusion that the "ETH is Money" narrative has largely run its course. Hoffman argues that for ETH to achieve its envisioned status as global money, Ethereum needed to execute flawlessly across multiple layers—governance, technology, and market dominance—in a highly coordinated manner. He acknowledges Ethereum's significant successes and current justified valuation but suggests the window for a major revaluation based on this monetary narrative is closing. The post examines several challenges: the strong correlation between L1 chain activity/fees and native token value; the perceived failure of the "strong version" of crypto (user-owned, egalitarian systems) versus the rise of a "weak version" (efficient ledger technology for traditional finance); and the possibility that ETH's momentum as money was uniquely tied to the distorted conditions of the 2020-2021 period. Crucially, Hoffman highlights a structural tension: Ethereum is architected as a "giver, not a taker," providing critical infrastructure like secure block space and tokenization at cost. This ethos benefits the broader ecosystem (applications, L2s) but doesn't prioritize extracting maximum value for ETH itself. The "ETH is Money" thesis required Ethereum to win a war of overwhelming market dominance—a war its design philosophy refuses to explicitly fight. Therefore, while he sees continued immense success for the Ethereum network and its ecosystem (following a "fat application" theory where value accrues to apps and L2s), Hoffman finds it increasingly difficult to foresee a structural upward revaluation for the ETH asset based on the monetary narrative. His capital reallocation reflects a belief that this particular investment thesis has played out.

Odaily星球日报1 год тому

Bankless Co-founder's Confession on Selling Off ETH: Ethereum Did the Right Thing, but 'ETH as Money' Has No Future

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