来源：Delphi Digital；编译：邓通，金色财经
- BTC 继续符合 Delphi 的周期策略，该策略预测 BTC 在 2024 年第四季度创下新高。
- 到目前为止，BTC 的每次新高都与月度 RSI 突破 >70 相吻合。之前的牛市直到月度 RSI 突破 90 才停止。
- 根据月度价格回归通道，BTC 仍低于预示顶部的 1-2 个标准差走势。
- 机构兴趣和宽松的监管环境可能是此次牛市的驱动力。
- Solana 将继续超越以太坊，原因很简单：卓越的用户体验和更好的内容。无需代币批准或包装代币。在 Solana 上，它就能正常工作。
- SVM 是增长最快的 alt-vm 生态系统，有助于增强网络效应。此外，Anza、Firedancer 和改进的钱包基础设施将继续改善用户体验。
-@aeyakovenko 增加带宽减少延迟的愿景可以帮助 Solana 在竞争加剧的情况下保持优势。
- 我们相信 NFT 会通过极端情绪与基本面不匹配的混合形式卷土重来。
- 虽然代币更容易交易，但 NFT 允许在链上编码唯一性。美术、葡萄酒等异质资产有可能被代币化为 NFT。
- NFT 也经历了一些重大的财富创造事件。
@pudgypenguins、@MiladyCult 和 @Azuki 空投可能会引发其他 NFT 项目效仿。
- NFT 也更适合散户。并不是每个人都喜欢交易。NFT 是展示文化和地位的友好替代品。
- DeAI 将从根本上改变我们与 DeFi 的互动方式。代理将取代前端，帮助用户进行交易、交换、寻找收益，并简化我们与自然语言处理的互动方式。
- 未来大多数资本配置决策将由代理自动完成。
@griffaindotcom 是这方面的先行者，但其他 DeAI 项目也在获得关注，例如 @HeyAnonai。
- 未来不太可能是 PVP 人类交易，而将由代理进行中介。代理能够全天候监控市场并处理更多数据。
- 交易将变成一场争夺计算能力和独特数据集的竞赛。
- 到 2025 年，至少有三个代理框架将成为十角兽。
- 高吞吐量链将为 2025 年开辟新的机遇和实验。
- 我们密切关注的主要项目是@HyperliquidX、@SuiNetwork 和 @monad_xyz，但还有其他链（如 @berachain）值得关注。
-@megaeth_labs 也是一个值得关注的项目，但我们相信 MegaETH 将与 L2 而不是 L1 争夺市场份额。
- 一个大型 DePIN 项目成功实现自给自足，从而推动整个行业的评级上调，并引发其他行业的“基本面”反射性上涨。
- 虽然竞争激烈，但 DePin 有可能颠覆无线服务 (@helium)、网络基础设施 (@doublezero)、地图 (@Hivemapper)、医疗保健和电网运营。
- zkVM 将改善 rollup 之间的互操作性，从而实现链之间的无缝交互。
- zkVM 将极大地扩展开发者市场，因为开发者将能够使用 Rust 等其他语言开发 zk 应用程序。
- AI 驱动的开发工具可以提高游戏开发者的生产能力。
- AI NPC 正在开发中，InWorldAI 等项目旨在成为游戏的 AI NPC 服务提供商。
- @virtuals_io Game Framework 和 Eliza 与 Unreal 和 Unity 的集成等开源计划可能会改变 AI 游戏的游戏规则。
- 2025 年是加密原生应用可以完全投入链上金融的一年。
- zkTLS 将允许敏感的 web2 数据在链上传输，同时保持隐私。这开辟了许多可能性，例如个性化代理、信任分数等。
- 随着发行方和分销商之间的激励措施保持一致，收入共享稳定币将扩大。
Caroline Ellison, former Alameda Research CEO, was sentenced to two years in a minimum-security prison for her role in the FTX collapse and must forfeit $11 billion. She is set to surrender on or after 7 November 2024, likely serving near Boston.
KikyoSweden's authorities are cracking down on unlicensed cryptocurrency exchanges involved in organised crime and money laundering. They are also targeting Bitcoin mining operations, uncovering 90 million SEK in unpaid taxes from 18 firms.
WeatherlyDiddy, awaiting trial on federal sex trafficking and racketeering charges, is reportedly sharing a jail space with disgraced crypto figure Sam Bankman-Fried. The hip-hop mogul has repeatedly denied any wrongdoing and pleaded not guilty in court.
CatherineOpenAI has launched the Advanced Voice Mode for ChatGPT Plus and Teams users, allowing for more natural and dynamic conversations. The feature supports over 50 languages, includes multiple voice options, and is available for a monthly subscription fee, but it's currently not accessible in the EU and the UK.
JoySouth Korean police have arrested seven individuals in a raid on a “crypto-powered drug dealing” operation suspected of smuggling methamphetamine into the country from abroad. Authorities are expanding their investigation to uncover the drug distribution network's true nature.
KikyoChina's OTC cryptocurrency market has surged, with inflows exceeding $20 billion in each quarter of 2024, totaling $75.4 billion in nine months. Despite a strict ban on crypto trading, demand remains high, leading investors to use OTC services and peer-to-peer trading to access digital assets.
AnaisThe US DOJ has filed an antitrust lawsuit against Visa, accusing it of maintaining a debit payments monopoly. The DOJ claims Visa uses exclusivity agreements and penalties to stifle competition, forcing businesses to use its network while blocking new competitors from entering the market.
CatherineEasyA has partnered with the Web3 Foundation to launch the EasyA x Polkadot University, funded by a grant to provide workshops, hackathons, and grants aimed at fostering innovation within the Polkadot ecosystem. This initiative responds to the rising demand for Web3 professionals and seeks to educate the next generation of blockchain developers.
AnaisArchaeologists have discovered 303 new geoglyphs in the Nazca Lines of Peru using artificial intelligence, significantly enhancing the understanding of these ancient markings. This breakthrough highlights the potential of technology in archaeology, revealing new insights into the Nazca civilization and its mysterious creations.
AnaisAhead of the 26 September HMSTR token launch, Hamster Kombat announced plans for NFTs, new games, and less reliance on Telegram. By 2025, it aims to launch an NFT marketplace, host a clan championship, and start the second phase of its airdrop.
Catherine