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Cryptoria｜说Web3和加密世界 - 播客名片

用简单的语言，讲述纷乱繁杂的加密世界。我和Zhiyang作为Web3的builder和观察者，一路走来我们都在为Web3所要构造的人类未来世界贡献微薄力量。在这里，希望和大家分享我们听到的，看到的，经历过的关于Web3和crypto的故事。 ...

欢迎阅读本周的加密货币大事记。这一周，我们见证了市场的起伏、监管的进展以及创新的突破。让我们一起回顾本周的重要事件。

1. 美联储政策与比特币市场

本周最引人注目的莫过于美国通胀数据的公布及其对加密货币市场的影响。6月份美国CPI同比增长3.0%，低于预期的3.1%，环比更是出现了0.1%的下降。这一数据立即引发了市场对美联储可能在9月降息的猜测，降息概率一度飙升至87%。

受此影响，比特币价格短暂突破59,000美元。然而，值得注意的是，尽管通胀数据利好，比特币仍未能突破关键阻力位。这反映出市场情绪的复杂性，投资者似乎在权衡多重因素。

专家分析指出，美联储的决策可能更多地取决于就业市场而非通胀数据。如果降息是因为经济增长担忧而非通胀控制，可能反而会给比特币带来卖压。

2. 机构动态

- Morgan Creek Digital计划筹集高达5亿美元的新基金，聚焦AI、区块链、芯片和数据等Web3早期机会。该公司正积极拓展在欧洲、中东、非洲和亚太地区的业务。

- 全球第二大加密货币交易所OKX改变了其欧盟布局策略，选择马耳他而非此前宣布的法国作为其欧盟总部。这一决定反映了不同欧盟国家在加密货币监管方面的差异。

- Coinbase推出了一款新的Web应用，允许用户在一个平台上管理所有链上钱包。这是Coinbase向"超级应用"目标迈出的重要一步，旨在简化用户体验并吸引更多新用户。

3. 项目进展

- MakerDAO宣布了一项重大计划，将投资10亿美元到代币化的美国国债产品中。这一举措吸引了包括BlackRock的BUIDL、Superstate和Ondo Finance在内的多家顶级机构的关注。此举可能为代币化现实世界资产(RWA)市场带来巨大推动。

- 去中心化交易所(DEX)永续合约聚合器Rage Trade宣布将于8月7日在Hyperliquid区块链上发行新代币RAGE。这反映了新兴公链的快速崛起及其在DeFi领域的应用。

4. 监管动态

- 英格兰和威尔士法律委员会发布报告，认为目前不需要为去中心化自治组织(DAOs)制定专门的法律框架。报告指出，现有法律框架可能足以监管DAOs，但也强调了这一领域的复杂性和多样性。

- 美国证券交易委员会(SEC)结束了对Hiro Systems（前身为Blockstack）的调查。这被视为加密行业在与监管机构长期斗争中的又一次胜利，可能为其他项目提供一些启示。

5. 市场分析

- 比特币矿企Iris Energy成为做空机构Culper Research的目标，导致其股价大跌。然而，投资银行Bernstein的分析师对此持不同看法，认为Iris Energy的估值与其他比特币矿企相当。这一事件凸显了市场对比特币矿企估值的分歧。

- 德国萨克森州的比特币抛售接近尾声，这可能缓解近期的卖压。同时，FTX的赔偿计划和美国两党对加密货币的积极态度也可能为市场提供支撑。

本周总结

本周的事件再次证明，加密货币市场正在不断成熟和发展。从机构投资到监管态度，从技术创新到市场策略，我们看到了这个行业的多个方面都在经历重要变化。

虽然短期内市场可能仍面临波动，但长远来看，机构参与度的提高、监管环境的逐步明朗以及技术的持续创新，都为加密货币的未来发展奠定了基础。

作为投资者和行业参与者，我们需要保持警惕，关注这些宏观趋势，同时也要对市场的短期波动保持理性态度。

祝大家度过愉快的一周，我们下周再见！

https://www.coindesk.com

Fed Might Focus on Weakening Labor Market Rather Than Inflation as It Mulls Rate Cuts: Economists

Thursday's CPI report showed that prices declined on a monthly basis for the first time since March 2020, spurring hope that the Fed will finally cut rates.

https://www.coindesk.com

MakerDAO's $1B Tokenized Treasury Investment Plan Draws Interest from BlackRock's BUIDL, Ondo, Superstate

MakerDAO's competition to allocate funds will open next month, and would give a big boost for the $1.8 billion tokenized real-world asset space.

https://www.coindesk.com

SEC Drops Investigation of Bitcoin L2 Stacks and Builder Hiro, Filing Says

The conclusion of the probe into Hiro, formerly known as Blockstack, which raised $70 million via token sales from 2017 to 2019, is another win for the crypto industry in its years-long struggle with the regulator.

https://www.coindesk.com

DEX Aggregator Rage Trade to Issue Token on Buzzy New Layer 1 Blockchain Hyperliquid

The token sale will take place on August 7.

https://www.coindesk.com

The Bullish Fed Rate-Cut Play in Bitcoin Is Not as Straightforward as You Think

At first glance, a Fed interest-rate cut appears to be a bullish signal, but that's not necessarily true.

https://www.coindesk.com

Partior, Blockchain Payment Network Backed by JPMorgan and DBS, Raises $60M Series B

The investment was led by Peak XV Partners with contributions from Valor Capital Group and Jump Trading Group.

https://www.coindesk.com

Morgan Creek Digital to Raise up to $500M for New Web3 Venture Capital Fund

The new fund will target early stage opportunities in AI, blockchain technology, chips and data.

https://www.coindesk.com

Bitcoin Bulls Fail Again, but There Is Still Hope

Bitcoin could not topple a key resistance on Thursday despite positive U.S. inflation report.

https://www.coindesk.com

OKX Picks Malta Over France as Europe Hub to Comply With EU's MiCA Crypto Rules: Sources

OKX previously said in May 2023 that France would be its preferred European hub. "Compliance in Malta is way more lenient," said a person with direct knowledge of OKX's EU regulatory efforts.

https://www.coindesk.com

Coinbase Unveils Web App to Track Personal On-Chain Wallets

The app is available on both desktops and mobile devices.

https://www.coindesk.com

DAO-Specific Legislation Isn't Needed Yet, English Legal Body Says

The Law Commission said decentralized autonomous organizations appear to fall under existing laws for the time being.

https://www.coindesk.com

U.S. Inflation Was Negative in June; Bitcoin Jumps Above $59K

Market participants became increasingly convinced that the Fed was going to trim rates at its September meeting following the report.

【Crypto一周大事记】Coinbase推出新网页应用｜美联储降息影响比特币｜美证监会结束对Hiro System调查