Odaily星球日报讯 Arthur Hayes 在 X 平台发文质疑 AI 项目 DeepSeek 的创新模式。此外，Hayes 借此引申对美国股市高估值的担忧。他提到，目前美股市值占 GDP 的比重达 230%，远高于 2000 年互联网泡沫时期的 175%和 1929 年经济大萧条前的 130%。他指出，若投资者从美股撤资，将导致资本利得税收入减少，美国财政赤字可能进一步扩大至 7%-10%，远超此前预期的 3%。

According to PANews, Arthur Hayes recently expressed skepticism about the innovation model of the AI project DeepSeek on social media. Additionally, Hayes raised concerns about the overvaluation of the U.S. stock market. He highlighted that the current market capitalization of U.S. stocks is 230% of GDP, significantly higher than the 175% during the 2000 internet bubble and the 130% before the 1929 Great Depression. Hayes warned that if investors withdraw from the U.S. stock market, it could lead to a reduction in capital gains tax revenue, potentially expanding the U.S. fiscal deficit to 7%-10%, far exceeding the previously expected 3%.

TL;DR Tuttle Capital files for 10 groundbreaking 2x leveraged crypto ETFs, targeting XRP, Solana, meme coins, and mid-tier tokens like Cardano and Chainlink—marking the first U.S. proposals for leveraged exposure to these assets. XRP and Solana ETFs emerge as frontrunners due to their market cap and institutional backing, offering 200% daily gains via derivatives, while analysts ... source: https://crypto-economy.com/xrp-solana-and-memecoins-tuttle-capital-files-bold-etf-proposals/

Odaily星球日报讯 在美联储为期两天的会议开始之际，投资者已经接受了美联储这次可能不会降息的事实。但在股市处于脆弱点位之际，他们正在寻找的是美联储主席鲍威尔发出的任何有关通胀走向的信号。 Gabelli Funds 的投资组合经理 John Belton 表示，“鲍威尔在通胀问题上的语气对华尔街至关重要，因为交易员需要听到价格压力正在继续缓解，显然存在潜在的黑天鹅。” 掉期合约显示，交易员预计美联储将暂停降息，但他们不确定会暂停多久。这就是鲍威尔在当地时间周三下午利率决定后的新闻发布会上讲话的语气值得关注的原因。如果他表现出谨慎和不愿承诺以外的任何态度，那将不符合他的性格，但华尔街专业人士将倾听他的措辞或语气中任何表明他想法的内容。(金十)

According to BlockBeats, as the Federal Reserve's two-day meeting begins on January 28, investors have come to terms with the likelihood that the Fed will not cut interest rates this time. However, with the stock market at a fragile point, they are keenly observing any signals from Fed Chair Jerome Powell regarding the direction of inflation. John Belton, a portfolio manager at Gabelli Funds, emphasized the importance of Powell's tone on inflation for Wall Street. Traders need assurance that price pressures are continuing to ease, as there is a potential for unforeseen economic disruptions. Swap contracts indicate that traders expect the Federal Reserve to pause rate cuts, but the duration of this pause remains uncertain. This uncertainty makes Powell's tone during the press conference following the rate decision on Wednesday afternoon, local time, particularly significant. If Powell exhibits caution and refrains from making firm commitments, it would be uncharacteristic of him, yet Wall Street professionals will be attentive to any hints in his wording or tone that reveal his thoughts.

Amid Bitcoin’s rally to $100,000 and beyond, BTC price movements have been influenced by interesting dynamics behind the scenes. Buying patterns among whales, retail, spot, and futures have fluctuated notably over the past nine months since BlackRock first filed for a spot Bitcoin ETF. Large investors’ Bitcoin holdings have been rising steadily since July 2024, […] The post Bitcoin spot demand... source: https://cryptoslate.com/insights/bitcoin-spot-demand-declines-as-whales-lead-btc-rally-over-100000/

XRP is showing promising signs of recovery as it bounces back strongly, fueled by renewed bullish momentum. After facing periods of downward pressure, the cryptocurrency is now gaining traction, signaling a potential shift in market sentiment. This rebound has sparked optimism among traders, with many eyeing critical resistance levels that could unlock further gains if breached. The recent... source: https://www.newsbtc.com/analysis/xrp/xrp-rebound-gains-traction/

In a move set to reshape the U.S. Treasury's direction, billionaire investor and cryptocurrency advocate Scott Bessent has been confirmed as the new Treasury Secretary. The post New U.S. Treasury Secretary is Good News for Crypto appeared first on Cryptodnes. source: https://cryptodnes.bg/en/new-u-s-treasury-secretary-is-good-news-for-crypto/

MicroStrategy has filed a hybrid securities shelf registration, STRK, to dilute demand for MSTR and buy more bitcoin. The post MicroStrategy invents a new way to dilute shareholders with STRK appeared first on Protos. source: https://protos.com/microstrategy-invents-a-new-way-to-dilute-shareholders-with-strk/

Cardano's new product might cause more harm than good source: https://u.today/cardano-ada-getting-2x-etf-heres-what-it-means

近日，Bitcoin Magazine首席执行官David Bailey在社交媒体平台X上透露，他与美国前总统唐纳德·特朗普进行了一次对话，特朗普在对话中表达了对加密货币行业的强烈支持。

希望新的一年我们能继续保持热情，继续在这个行业找到自己的所爱、收获自己的所得。

特朗普,TRUMP,特朗普币发行后的 48 小时：一场投机世界里的荒诞冒险 金色财经,一场零和游戏，赢家获得的钱，都是更多人输掉的。

随着AI模型训练和推理成本的大幅下降，越来越多的公司和个人会构建自己的AI模型，AI在全球范围内普及渗透到社会方方面面。

BTC,行情,BTC遇上春节 金色财经,谨以此文，献给所有在时间迷宫中寻找确定性的人

项目,项目投资,Meme币扫链操作指南——如何扫链找到百倍机会 一文了解扫链技巧 金色财经,未来大机会都在链上，交易所只是下车的最后一站。

X is apparently sinking, as the company is struggling to stay financially afloat, according to the news reports by Verge and Wall Street Journal. According to the two media outlets, they have gained insights on a private email between an X employee and Musk, where Musk was apparently ranting about the dire financial situation of the company....

Tribe.Run, a Solana-based Social-Fi platform, has seen rapid growth, with user numbers rising from 1,400 in December 2024 to over 3,000 by January 2025. The platform offers unique creator-focused features, including the ability for creators to buy their own tokens before launch, and has benefited from a year of research, including feedback from former FriendTech users.

富爸爸穷爸爸》作者 Robert Kiyosaki 在 X 平台发文表示，2025 年 2 月将迎来史上最大股市崩盘。

Deepseek R1 的出现，作为一个新的开源 AI 模型，承诺以更低的成本提供强大的推理能力——为数百万新用户和用例铺平了道路。