听《Cryptoria｜说Web3和加密世界》上小宇宙。 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。 ...
Apple Podcast：https://podcasts.apple.com/au/podcast/cryptoria-web3-%E5%8A%A0%E5%AF%86%E8%AF%B4/id1733556747?i=1000661468698
亲爱的听众朋友们，
本周加密货币市场如过山车般起伏，让我们一起回顾这精彩纷呈的一周：
1. 市场动荡：比特币跌破54,000美元大关，创下5个月新低，加密恐惧与贪婪指数也随之跌至29，回到2023年1月的水平。这波下跌主要源于Mt. Gox开始偿还比特币，以及德国政府可能抛售持有的比特币。尽管短期内市场情绪低迷，分析师警告可能进一步下跌，但也有观点认为如果美联储9月降息，可能带来反弹契机。
2. 机构动向：有趣的是，尽管市场下跌，机构投资者似乎在逢低买入。美国比特币ETF在周五净流入高达1.4亿美元，显示机构信心依旧。与此同时，Kraken正考虑使用核能为数据中心供电，这一大胆举措不仅反映了行业对可持续发展的关注，更预示了对未来能源需求激增的预期。
3. 监管进展：全球监管格局逐渐明朗。巴塞尔银行监管委员会批准了银行加密资产敞口披露框架，而Paxos则获得了新加坡发行稳定币的批准。这些举措既体现了监管机构对风险的警惕，也显示了对行业发展的支持。特别是新加坡作为亚洲金融中心的开放态度，值得我们密切关注。
4. 技术创新：本周创新步伐不减。Consensys收购Wallet Guard以增强MetaMask的安全性，Obol Labs成立行业联盟推动分布式验证器技术，Lombard更是融资1600万美元，计划为比特币引入"再质押"功能。这些进展聚焦于安全性、去中心化和资产效率，有望大幅提升用户体验，增强网络安全，并为比特币开辟新的应用场景。
5. 政治影响：英国工党在大选中获胜，虽然其加密政策尚不明朗，但无疑将影响未来的监管环境。另一边，尽管拜登在ABC电视采访中表现较好，但加密预测市场Polymarket上他的胜选赔率几乎未变，反映出美国大选的不确定性可能持续影响市场情绪。
特别值得一提的是，投资银行Architect Partners的最新报告指出，加密行业今年上半年价值增长超7500亿美元，其恢复速度甚至快于互联网泡沫后的复苏。这一观点为行业的长期发展提供了有力的佐证。
综上所述，尽管短期内市场波动加剧，但机构参与度提升、监管逐步明确、技术持续创新等因素，都昭示着行业长期发展的巨大潜力。作为投资者，我们需要在保持谨慎的同时，也要对未来保持开放和期待。
感谢您的收听，期待下周与您再次相聚，共同探讨加密世界的新动向！
The price of the world's largest crypto has seen a very modest bounce since tumbling below $54,000 early Friday.
The widely-followed sentiment metric hit extreme greed levels earlier in March near the local top of the crypto market, but now is pushing its limits in the opposite direction.
The defunct crypto exchange announced last month that it will begin repayments in July.
While the industry was not mentioned in the party's manifesto or on the campaign trail, Labour has said it will support tokenization and a central bank digital currency.
The Basel Committee's framework, based on responses to a December 2022 discussion paper, must be implemented by 2026.
Consensys has been active in the acquisition trail, last year buying blockchain microstructure designer Special Mechanisms Group and blockchain notifications service HAL, and wallet firm MyCrypto in 2022.
The digital asset industry added more than $750 billion in value in the first half of the year, the report said.
Massive demand for energy from high performance computing and artificial intelligence firms is changing the landscape in terms of power stability, the company's CTO said in an exclusive interview with CoinDesk.
Lombard is partnering with staking startup Babylon to let users earn interest for "restaking" with Bitcoin - using the asset to secure other crypto networks.
The Monetary Authority of Singapore released its stablecoin framework last year.
As blockchain projects push to further decentralize, the developer Obol Labs has formed a group of companies working in the Ethereum ecosystem to concentrate on the growing field of "distributed validator technology," or DVT.
The president's chances of reelection languished at 11% and his probability of dropping out lingered around 64%, according to traders on the crypto-based prediction market platform.
Cryptoria
