Pantera 创始人 Dan Morehead 在最新采访中表示，比特币四年周期模式会继续，市场会经历一个大牛市，然后是熊市。但唯一的区别是，在经历了过去 12 年中三次 85%的跌幅后，下一次回调可能只有 50%或 60%，至少对比特币来说是这样，小币种可能仍会有更大波动。如果按照四年周期规律，今年 4 月 19 日是减半时间，预计 2025 年 8 月应该是这轮周期的峰值，此前一直预测波动幅度会逐渐减小，之前的减半周期波动更大，这次会相对温和。不仅仅是减半因素，政治和宏观经济环境也都在为加密货币创造有利条件。所以对 2025 年相当乐观。

今日晚间推荐阅读：1.Spore.fun：AI智能体版“爱、死亡与机器人”；2.Kaiko Research：用10张图表定义2024年的加密领域；3.去银行化：个人见解；

Sky（原 MakerDAO）在 X 平台披露数据称，Solana 链上 USDS 供应量已突破 1 亿枚。 此前消息，MakerDAO 宣布进行品牌重塑，Maker 协议将更名为 Sky，其去中心化稳定币 DAI 新名称为“USDS”。

据 Coinglass 数据，若比特币突破 9.7 万美元，主流 CEX 累计空单清算强度将达 4.83 亿。反之，若比特币跌破 9.5 万美元，主流 CEX 累计多单清算强度将达 2.72 亿。

Bitcoin (BTC) has shown signs of resilience, with derivatives and margin data suggesting bullish sentiment despite recent price volatility. After rebounding 6.5% from a Dec. 23 low of $92,458, BTC is gearing up to retest its $98,000 resistance and potentially rally to $105,000.Key Highlights:Strong Derivatives Demand:Bitcoin futures maintain a 12% premium over spot prices, reflecting robust demand for leveraged long positions.Options market data shows put options trading at a 2% discount compared to call options, indicating minimal fear of a correction.Traditional Market Influence:The S&P 500 erased its December losses, and 10-year Treasury yields rose to 4.59%, hinting at market optimism.Higher Treasury yields reflect inflation expectations, benefiting scarce assets like Bitcoin during liquidity injections.Margin Markets Favor Long Positions:The long-to-short margin ratio at OKX stands at 25x, underscoring bullish positioning. Historical trends show ratios above 40x signal overconfidence, while levels below 5x indicate bearish sentiment.Economic Uncertainty and Stagnation Fears:Bitcoin's (BTC) correlation with the S&P 500 remains high at 64%, as concerns over economic stagnation weigh on sentiment.The Federal Reserve scaled back rate-cut projections for 2025, easing fears of immediate corporate earnings declines and real estate financing challenges.Outlook:Despite economic uncertainties and record outflows from BlackRock’s iShares Bitcoin Trust ETF (IBIT), BTC’s ability to recover from the $92,458 retest reinforces bullish momentum. Market sentiment supports a short-term rally to $105,000, with potential upside beyond this milestone.

The spot bitcoin exchange-traded funds (ETFs) approved by the U.S. Securities and Exchange Commission (SEC) earlier this year have registered more than $1.5 billion in outflows over the last four days, with data showing these funds’ largest-ever outflow occurred on Dec. 19 as $671.9 million were moved out. According to data from Farside Investors, spot […] source: https://www.cryptoglobe.com/latest/2024/12/spot-bitcoin-etfs-suffer-1-5-billion-outflows-in-four-days/

Pantera Capital 创始人 Dan Morehead 在最新采访中透露，Pantera 比特币基金 11 年来的年复合增长率达到 89%，也就是说平均每年都在翻倍。Dan Morehead 表示，在任何普通资产类别中，如果某个资产一年内翻倍，你确实不应该买入，因为这可能表明估值过高，但比特币不一样。不过，这里有一个非常重要的投资原则：你的投资额度应该控制在一个即使亏损 85%，也不会影响到家庭稳定的范围内。

Robert Kiyosaki, the author of the personal finance book ‘Rich Dad Poor Dad,’ has long championed alternative investment products over … Continue reading The post If you put $1,000 into a Robert Kiyosaki portfolio at the start of 2024, here’s your return now appeared first on Finbold. source: https://finbold.com/if-you-put-1000-into-a-robert-kiyosaki-portfolio-at-the-start-of-2024-heres-your-return-now/

Bitcoin (BTC) experienced a sharp 4% price dip on Dec. 26, falling to $95,000 following an erroneous Bitcoin (BTC) dominance chart on TradingView, which falsely showed dominance collapsing to 0%. The glitch triggered a knee-jerk reaction in the markets, resulting in $33 million in BTC-long liquidations within four hours.Key Highlights:Dominance Glitch Sparks Panic:The TradingView error caused widespread confusion, prompting traders to panic sell.Bitcoin dominance has been a crucial metric for traders, with its recent reversal from 61.5% sparking discussions about an upcoming altseason.Liquidation Frenzy:Monitoring resource CoinGlass recorded $33 million in liquidations of BTC longs.The reaction underscores the market's sensitivity to dominace data amid thin holiday trading conditions.Altcoin Momentum Anticipated:Analysts, including Aqua and Michaël van de Poppe, predict altcoins could soon outperform Bitcoin.Altcoin market cap is currently $1.5 trillion, far below the $10–15 trillion peak valuation seen in the Dotcom bubble, suggesting significant upside potential.Bullish Q1 Outlook for Bitcoin:Traders like Eljaboom and Xoom anticipate a bullish breakout for Bitcoin in Q1 2025.A "measured move" from current patterns could push BTC to the $110K–$130K range, with $120K as a realistic short-term target.Despite the volatility, market sentiment remains optimistic, with traders positioning for potential gains in both Bitcoin (BTC) and altcoins in the coming months.

近期，X 上多位用户报告了一种伪装成 Zoom 会议链接的钓鱼攻击手法，其中一受害者在点击恶意 Zoom 会议链接后安装了恶意软件，导致加密资产被盗，损失规模达百万美元。

Pantera Capital 创始人 Dan Morehead 在接受 Bankless 最新采访中表示，比特币确实已经发展到了相当规模，我们不可能再看到 1000 倍的增长，因为那样会消耗地球上所有的能源。但是，再涨 10 倍达到 15 万亿美元的市值，相比全球 500 万亿美元的金融资产总量，这是完全可能的。Dan Morehead 补充称，自己不会去预测 50 年后的情况，但在我们当前的投资周期内，比如 5-10 年的时间框架，比特币从目前位置再涨 10 倍是完全合理的，不会显得疯狂或估值过高。

TL;DR Bitcoin-based Runes have seen a dramatic decline in activity, now accounting for just 1.67% of daily Bitcoin transactions, down from over 50% earlier this year, as investor focus shifts to Ethereum and AI. Factors contributing to the decline include Bitcoin price volatility and a shift in market dynamics towards Ethereum-based NFTs, memecoins, and AI ... source: https://crypto-economy.com/bitcoin-based-runes-see-record-low-activity-as-ethereum-and-ai-steal-the-spotlight/

银行业长期以来被认为是一种中立的公用事业，如今已成为文化、政治和经济冲突的战场。我们必须问的问题是：当金融准入被武器化时，谁来决定谁可以参与现代经济？

链上AI智能体版的“爱，死亡和机器人”，选择压力来自加密用户的注意力和金钱。

Unlike his son, who is a controversial character in China, Maye Musk is adored in the country she claims to visit nearly every month.

稳定币,加密市场,YBB Capital：突破困境、重塑未来 2025年加密世界展望 金色财经,让玩家自由竞争，让建设者持续前行。

混币协议 Railgun 是如何合规地保护用户链上隐私？

China has approved the construction of what is set to become the world’s largest hydropower dam, a monumental project on the eastern edge of the Tibetan plateau. This initiative could significantly impact millions living downstream in India and Bangladesh.

Belgian artist Carl De Keyzer used photos from his Russia travels to create AI images for his book Putin’s Dream. Sharing them on Instagram sparked backlash and follower loss over questions of ethics and authenticity.

最近 1 周 稳定币 Season、Superchain 叙事，奉上对 DeFi 世界的思考。