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比特币上市矿企成优质投资标的？头部10家今年已开采超2万枚BTC，减半后转型和整合带来新变局
"Strong" Bitcoin is a high-quality investment target? Ten heads have mined more than 20,000 BTCs this year, transforming and integrating into new transformations after half.
排名前十的美国上市矿企总市值超246亿美元，共开采了超2.1万枚比特币，且随着比特币减半后利润空间的大幅压缩，这些企业已给出应对之策，矿企之间的算力扩张、业务转型与吞并之争已然开启。
The top 10 ranking U.S. listed mining companies, with a total market value of over $24.6 billion, mined over 21,000 bitcoins and, with the significant reduction in profit space following the halving of Bitcoins, the firms have responded, and the arithmetic expansion, business transformation and annexation competition between the miners has begun.
10x Research：山寨币正处熊市，115种代币较今年高点平均下跌50%
10xResearch: Scoundrels are in the city of Bears, with 115 tokens falling by an average of 50% from this year's height .
代币解锁和不利的流动性指标是此次山寨币崩盘的主要诱因。
The delocking of the currency and the unfavourable liquidity indicators were the main triggers for the fall of the mountain currency.
观点：“618”打折后，加密市场将走向何方？
Where will the encryption market go after the 618 discount?
市场将会横盘整理，或者下跌直到第三季度末/第四季度。 The market will be organized across the board or down to the end/fourth quarter of the third quarter. 加密结束了？币圈618？这轮行情的主要问题是什么？ The encryption's over? 618 in the currency? What's the main problem with this round? 在谈论本轮行情之前，让我们来回顾一下上轮牛市和A股牛市的规律。 Before we talk about this round, let us look back at the pattern of the city of the Upper Bulls and the market of the A-shares. 1000个比特币现货ETF购买者名单披露：总投资规模超115亿美元，对冲基金占大头 The list of 1,000 spot ETF purchasers in Bitcoin reveals that total investments exceed $11.5 billion and hedge funds dominate Q1 季度 BTC ETF 的买家都有谁？（附完整投资者名单！） Who's the buyer of the BTC ETF? Arthur Hayes：日本抛售美债或迫使美联储印钞，将为加密市场带来新一轮牛市 Arthur Hayes: Japan sells American debts or forces the Fed to print banknotes that will bring a new round of cattle to the crypto market 如果美联储大规模印钞回购日本抛售的美债，将为加密货币市场带来新一轮美元流动性。 If the Fed were to repurchase the American debt sold by Japan on a large scale, it would bring a new round of dollar liquidity to the crypto-currency market. 加密市场震荡行情下Runes现“小牛市”，Meme“动物园”行情引关注 , under the shock of the encrypted market, the city of Runes is now known as Cattle, and the Meme Zoo is the focus of attention 近日，加密货币市场整体呈现出动荡普跌的态势。尽管如此，比特币生态的符文（Runes）却在这波跌势中仍然表现活跃，形成了以动物主题为主导的meme“小牛市”行情。 In recent days, the encrypt currency market as a whole has become volatile. Despite this, the bitcotic symbol (Runes) has been active in this wave of decline, creating a meme, dominated by animal themes, of the “Cow City.” Bitlayer研报：首个基于BitVM的比特币Layer 2 Bitlayer是首个基于BitVM方案的比特币Layer 2网络安全等效项目，旨在提供与比特币等同的安全性，并且支持图灵完备，即可以执行任何可能的计算或程序。 Bitlayer is the first Bitcoin Layer 2 network security equivalent project based on the BitVM programme, designed to provide the same level of security as Bitcoin and to support Turing's integrity, i.e., that any possible calculations or procedures can be performed. OP_CAT：BTC Layer2 缺失的部分？ OP_CAT: BTC Layer2 Missing Part? 如果重新启用 OP_CAT 的提议获得批准，则可以在六个月到一年内实施，具体取决于社区的共识和测试阶段的结果。 If the proposal to reactivate OP_CAT is approved, it could be implemented within six months to one year, depending on the community's consensus and the outcome of the testing phase. 比特币生态里程碑：Zulu利用Bitcoin Script实现ZKP验证 bitcoin ecological milestone: Zulu used Bitcoin Script to verify ZKP 近期比特币生态中一个重要里程碑的事件，Zulu宣布实现首个利用Bitcoin Script 的zk-SNARK验证（ZKP）,实现了比特币脚本进行ZKP，这意味着比特币网络可以对layer2进行验证。这是真正意义的layer2，它将继承比特币网络的安全性的。 In a recent milestone in the Bitcoin ecology, Zulu announced the first zk-Snark validation (ZKP) using Bitcoin Script, which enabled the bitcoin script to be used for ZKP, which means that the Bitcoin network can validate the player2. This is the real player2, which will inherit the security of the Bitcoin network. 更多相关内容，请查看专题：《超越数字黄金：BRC-20与铭文，开启比特币崭新篇章》 For more information, please look at the theme: Beyond digital gold: BRC-20 and an inscription, opening a new chapter in Bitcoin. 即将上线，LayerZero（ZRO）的合理价格是多少？ What's the reasonable price of Layer Zero (ZRO)? ZRO 上线会是什么价格？空投分配会增加吗？如何制定交易计划？ What is the price for ZRO going online? Does the air-drop distribution increase? How do you plan the deal? 空投领取变募捐活动？LayerZero真的太会玩了 {\cHFFFFFF}{\cH00FFFF} Airdrop for fundraiser? LayerZero's really good at playing. Layerzero的交钱领ZRO是第一个，但未来肯定不是最后一个。 Layerzero's money-giving ZRO was the first, but certainly not the last in the future. 强制捐赠、狩猎女巫，LayerZero空投大戏落幕，链上数据下降90% "Strong" forced donation, hunting witch, Layer Zero dropped 90% of the data on the chain. 在这波女巫狩猎行动过程中，LayerZero赚足了眼球，却似乎没能真正给链上活跃带来多大的收获。 In the course of the witch hunt, LayerZero earned enough eyeballs but did not seem to have really much to gain from active activity in the chain. LayerZero空投落幕，撸毛暴富故事的绝唱？ {\cHFFFFFF}{\cH00FFFF} LayerZero's fall in the air, singing the story of the furry rich? {\cHFFFFFF}{\cH00FF00}/strung LayerZero空投了，但又好像没空投。今晚还有必要领吗？ Layer Zero dropped it, but it doesn't look like she dropped it. Do you have to take it tonight? zkSync之后，一览今年10个潜力空投 After zkSync, take a look at this year's 10 potential drops 头部项目的空投效益式微，二三线项目效益凸显。 The air delivery benefits of head projects are minimal, and the benefits of two or three lines of projects are highlighted. 千里之行始于足下，Base生态新奇特项目大盘点 这是属于Base最好的时代，也是属于Onchain建设者的绝佳机遇。 This is the best time for Base and an excellent opportunity for Onchain builders. AO 代币经济学模型发布，如何效率最大化获取 AO 代币？ AO monetic economics model release, how can AO tokens be obtained efficiently and efficiently? AO 的获取取决于资金量的大小以及持有的代币资产类型，我们所要做的也就是在有限的资金量下寻求 AO 代币获取的资金效率最大化方式。 Access to AO depends on the size of the amount of money and the type of money that is held, and what we have to do is to seek ways of maximizing the efficiency of the AO in a limited amount of money. 用自己的DNA赚钱？速览Pantera 最新投资的DeSci项目GenomesDAO makes money with his own DNA? A quick look at Pantera's latest investment in the DeSci project GenemesDAO. 从投资的角度而言，GenomesDAO 拥有着可用的产品、可赚取的收入、有潜力的叙事、开发者的持之以恒。 From an investment perspective, GenemesDAO has available products, income to earn, narratives of potential, persistence of developers. Sonic获1200万融资，打造首个为游戏而生的Solana L2 "Strong" Sonic received $12 million in financing to build the first Solana L2 Solana 原子化的 SVM Layer2 Sonic宣布完成 1200 万美元 A 轮融资，由 Bitkraft 领投，Galaxy Interactive、Big Brain Holdings、Matt Sorg (Solana 创始团队) 、Nom (Bonk) 等多家机构与个人参投。 Solana's atomic SVM Layer2 Sonic announced the completion of a $12 million A round of financing, led by Bitkraft, with the participation of various institutions and individuals such as Galaxy Interactive, Big Brain Holdings, Matt Sorg (Solana Founding Team), Nom (Bonk). 本周你需要关注的 9 个热点事件和空投机会 9 hot spots and drop opportunities you need to focus on this week Eigenlayer 第一季 EIGEN 空投的第二阶段将在未来几天内上线。 Eigenlayer's first season Eigen's second air drop will be on line in the next few days. 专访Astar创始人：吹响日本Web3号角，“索尼链”即将迎来重大更新 日前，恰逢Astar Network创始人Sota Watanabe来到中国，PANews与其约见并进行了专访。交谈期间，Sota分享了个人经历以及Astar项目的发展历程，对于外界关切的“Sony Chain”的新近动态，他也透露了部分细节。 Sota Watanabe, the founder of Astar Network, and PANews had an interview and an interview with him. During the conversation, Sota shared his personal experience and the development of the Astar project, as well as some details about the latest developments in “Sony Chain” of concern to the outside world. 2个月“攫取”3000万美元，Solana最大的三明治攻击者日赚57万美元引众怒 to “take” $30 million for two months, with 570,000 dollars a day from Solana's biggest sandwich attacker. 在有记录的2个月的时间内，arsc共获利20.95万个SOL，平均每天盈利3800 SOL，日均收入约为57万美元。这一收入能力甚至超过了近日爆火的MEME币发行平台Pump.fun。 Over a two-month period recorded, Arsc earned a total of 20.95 million SOLs, earning an average of 3800 SOLs a day, earning an average income of about $570,000 a day. This earning capacity is even higher than that of the recently bursting MEME currency distribution platform, Pump.fun. 特朗普主题MEME币DJT抓马剧情：发行人“自爆”且有诈骗前科，代币日内跌幅超六成 近日，MEME币DJT因“最纯特朗普概念币”的传言爆火，但随后上演一波三折剧情，最终这位神秘操盘手Martin Shkreli也在悬赏活动中不得已自曝身份。 In recent days, MEMET DJT has exploded due to rumours of “the purest Trump concept currency”, but it has been followed by a wave of trifling dramas that led to the discovery of the identity of Martin Shkreli, the mysterious player, in the course of a reward campaign. 比特币第一起盗窃案：一位加密OG因秘钥泄露被盗2.5万枚比特币 First theft in Bitcoin: 25,000 bitcoins stolen by an encrypted OG for key leaks Allinvain最大的错误是他将未加密的密钥保存在自己的电脑上。 Allinvain's biggest mistake was to save unencrypted keys on his computer. 观点：Vitalik错了，加密领域确实需要“愚蠢”的Memecoin : Vitalik was wrong, and the encryption field did need a "stupid" Memecoin 名人拥抱Memecoin可能为加密提供了正确的推动力，从长远来看可以改善基础设施。 Celebrity hugging Memecoin may provide the right impetus for encryption and improve infrastructure in the long run. Layer3游戏公链Xai交易量飙升高达60倍，系最新活动掀起热潮 Xai推出“Xai Vanguard：Genesis”活动后首周表现不俗，其初露锋芒是正式崛起还是昙花一现？ The first week after Xai Vanguard:Genesis was launched, did Xai appear to be a formal rise or a surprise? 速览Tether新平台Alloy：由XAU?支持的新型合成美元平台 Alloy: A new synthetic dollar platform supported by XAU? 全球最大稳定币发行商Tether推出的开放平台“Alloy by Tether”允许创建由Tether Gold支持的不同绑定资产，旨在为用户提供一种日常使用和资产管理提供可靠且多功能的数字货币。 The Open Platform “Alloy by Tether”, launched by Heather, the world's largest stabilizer, allows for the creation of different binding assets supported by Teth Gold, designed to provide users with a reliable and multifunctional digital currency for daily use and asset management. 登顶Steam榜首，Notcoin类游戏Banana爆火出圈 to the top of the steam, the Notcoin class game, the Banana fire ring 没有人会跟点击赚钱过不去。 No one's going to make money with the clicks. 发现漏洞先吃再报？加密安全独角兽CertiK与交易所Kraken公开撕逼 strong' finds the bug before reporting it? CertiK and the Exchange Kraken publicly tore it up . 昨晚，加密货币交易所 Kraken 和区块链安全公司 CertiK 在社交媒体上就一系列严重的安全漏洞问题发生了公开对峙。 Last night, the encrypted currency exchange Kraken and block chain security company CertiK openly confronted social media with a series of serious security gaps. 深入解读Optopia：AI Agent加成下的Intent-Centric Layer2落地实践 In-depth reading of Optopia: Int-Centric Layer2 landing practice under AI Agent added 最近上线主网的Optopia或许能给市场带来经济激励驱动下的AI Agent 与Intent-Centric相结合的最新工程化实践参考。 Optopia, which has recently been online, may be the latest engineering practice reference for a combination of AI Agent and Intent-Centric, driven by economic incentives in the market. 从构想到现实：Espresso如何通过共享排序实现L2扩展？ strang' from conception to reality: How does Espresso achieve L2 expansion by sorting through sharing? 排序器作为区块链网络不可或缺的一个组件，交易排序已成为二层（L2）领域一个日益严重的问题。今天我们就来看看这一问题的解决方案---共享排序协议Espresso如何实现去中心化排序，优化区块链交易。 The sorter is an integral component of the block chain network, and the sorting of transactions has become a growing problem in the second tier (L2). Today we look at the solution to this problem -- how the shared sorting protocol Espresso can be decentralized to optimize block chain transactions. Vitalik预言的技术新风暴：FHE崛起重塑加密世界 A new technology storm for Vitalik: FHE rises to reshape the world of encryption FHE作为加密学的圣杯，能够通过其独特的算法使得第三方能够在不解密的情况下，对加密数据进行任意次数的计算和操作，为隐私计算提供全新的可能性。 As the Grail of encryption, FHE, through its unique algorithms, enables third parties to calculate and operate encrypted data on an arbitrary basis without decrypting, offering entirely new possibilities for privacy calculations. 从理论到实践：Based Rollup能否实现L1排序驱动的Rollup方案 Based Rollup 是一种通过 L1 排序来实现 Rollup 扩展的新方案。本文深入探讨了该技术的历史背景、设计优势和不足之处，以及其在现阶段的实际应用。 Based Rollup is a new program to achieve Rollup expansion by sorting L1. This paper examines in depth the historical background of the technology, the advantages and shortcomings of its design, and its practical application at this stage. 币安CEO：预计比特币将在今年年底前超过8万美元，加密行业明年会更出色 At the end of this year, Bitcoin is expected to exceed $80,000, and the encryption industry will be even better next year. 美联储巴尔金：降息一次然后维持利率不变的情景可能是合理的 Federal Reserve of the Federal Republic of Yugoslavia: The scenario where interest rates are reduced once and the interest rates are maintained at no change may be reasonable 某用户罗列Zksync“老鼠仓”证据，称这些“老鼠仓”地址获得近5000万枚ZK代币 A user listed evidence of Zksync's “rat warehouse”, stating that these “rat warehouse” addresses received close to 50 million ZK tokens. Consensys：以太坊经受住了美SEC的考验，SEC不会指控以太坊的销售属于证券交易行为 Consensys: Ether was tested by the US SEC, which does not charge Ether's sales as securities trading. Andrew Kang：预计现货以太坊ETF批准将延迟1-2个季度 Andrew Kang: Prospective delay of 1-2 quarters in the approval of the spot ETF 特朗普：若当选将立刻用MAGA经济学取代拜登经济学 Trump: If elected, the economics of Biden will be replaced by the economics of MAGA immediately. Arthur Hayes预测未来3年内Aptos将超越Solana成为第二大L1 Arthur Hayes predicts that Aptos will be the second largest L1 in the next three years beyond Solana. 比特币矿工储备降至14年来最低水平 Bitcoinminers' reserves have been at their lowest levels in 14 years. 马斯克的X平台支付计划暂不包括加密货币 Mask's X platform payment plan does not include encoded currency for the time being. 知情人士：美国CFTC正在调查Jump Crypto Known: The United States CFTC is investigating Jump Crypto. Jupiter联创公布J4J计划草案，建议将JUP的总供应量减少30% Jupiter co-sponsored the publication of the draft J4J plan, which recommended a 30 per cent reduction in the total supply of JUP 币安将上线ZKsync (ZK)并启动ZK代币分发计划 The currency will go up the line ZKsync (ZK) and initiate the ZK token distribution program.
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