熱門話題
#
Bonk 生態迷因幣展現強韌勢頭
#
有消息稱 Pump.fun 計劃 40 億估值發幣,引發市場猜測
#
Solana 新代幣發射平臺 Boop.Fun 風頭正勁

Gareth Jenkinson
執行編輯 @Cointelegraph
之前 @SuperSportTV Blitz 📺 @ecr9495 📻
熱愛橄欖球🏉、啤酒🍻、Crossfit 🏋️ 和遊戲 💻
以太坊在2025年第二季的回歸加載中?
上週我與@tkstanczak和@ethereumfndn坐下來討論以太坊的未來,這是為@Cointelegraph進行的訪談。我們談到了@VitalikButerin的影響、基金會的變化、ETH的價格及其未來。
為了方便觀看,時間戳如下👇請廣泛分享!
0:25 介紹
0:47 進入領導層:過渡情況如何?
1:31 以太坊是否感受到來自新區塊鏈的壓力?
3:08 以太坊能否在L1和L2之間保持統一?
5:40 持續運行以太坊驗證者的長期激勵是什麼?
7:15 以太坊是否從其他區塊鏈中學習?
7:50 以太坊在社區建設上是否落後? 8:40 Vitalik在以太坊的方向上參與程度如何? 10:10 以太坊項目是否可能最終轉向比特幣? 11:00 你對以太坊的未來感到樂觀嗎?
特別感謝@EthCC @EthereumFrance組織這次會議,並給予我們這個平台進行這些對話!
27.09K
Cointelegraph Longitude 第 5 期 ✅
在坎城的 EthCC 周是一次旋风般的经历。我們拍攝了一部迷你紀錄片的素材,並舉辦了我們旗艦活動的最新一屆。
我想特別感謝 AAVE 創始人 Stani Kulechov 和 Chainlink Labs 聯合創始人 Sergey Nazarov 抽出時間來參加我們的活動。我們的圍爐對話信號強烈,讓我對未來傳統金融完全依賴去中心化基礎設施感到無比樂觀。
同樣,我想特別祝賀 Jerome de Tychey 在坎城度過了一個不可思議的星期。這是以太坊法國的第八屆 EthCC 會議,對於以太坊生態系統重新點燃其方向來說,這是一個極其重要的會議。
儘管有整個會議需要監督,他仍然抽出時間來參加我們的活動並討論以太坊的未來。謝謝你,Jerome。我欠你一瓶酒。
最後,Paul Brody、Ambre Soubiran、Sebastien Borget 和 Marc Boiron 給了我們很多思考,作為更廣泛的加密貨幣生態系統中的建設者和領導者。
感謝大家參加這個令人難以置信的活動!今年晚些時候在新加坡見 - 我們已經在計劃了 😏




35.33K
這是對比特幣財資公司非常冷靜的看法。

Stephan Livera2025年6月30日
I get how if you squint, leveraged public bitcoin treasury co's can kinda look like "this cycle's shitcoins". But I think this analogy is doing us a disservice.
Really, we have to step back and think through "why are they outperforming?".
I believe it is because they can tap these huge pools of equity and debt that are not normally accessible to individuals and private co's. Or in other words, there are fiat and regulatory arbitrages that they are using. For example, pools of capital that are mandated to only invest in certain kinds of things, or for tax reasons it's advantageous to buy public equities vs ETFs or directly buying BTC.
And those arbitrages exist between now and hyperbitcoinization (who knows, but it could be 20 or 30 years out). Bitcoin is say $2T now in a world of $1000T of assets, and in 20 years it could 100x to around $200T in a world of $3000-$4000T of assets.
Will there people who get rekt buying the top? Sure, just like in every past bitcoin cycle.
Will there be poorly managed leveraged treasury co's? Also yes, some may get rekt in a bear cycle if they take on bad credit terms, or overleverage, or some other kind of governance failure. Or who knows, the custodian fails or the government seizes their coins etc. But I also believe the well managed ones will survive thru the bear and bull seasons to come.
When an investor buys shares in these, do they control the underlying bitcoin? No, what they hold is SHARES in the company. The public company (because of the fiat arbitrage) is able to achieve greater bitcoin yields than most individuals and private co's can.
Of course, holding bitcoin in self custody is safest IMO. But I believe these leveraged treasury co's can outperform bitcoin, WITH added risk. Some people may be comfortable with that added risk, others may not. It's also not an all or nothing proposition. You can decide to have some mix of self custody BTC and some exposure to treasury co's.
Bottom line, I think a lot of the bitcoiners criticising these leveraged public treasury co's may not recognise that they simply aren't the target market. If all you want to do is earn your salary or do your business and stack BTC to cold storage, totally fair enough. But understand that there are lots of investors and pools of capital who either can't just stack BTC to cold storage, or they WANT the increased risk and return potential of leveraged public treasury co's.
tl;dr public treasury co's can access cheaper capital than individuals and private co's can, and this is where the outperformance comes from.
3.93K
筆是正確手中的強大武器。
南非很幸運,每天都有這樣一群出色的記者在國家值班。

Jeff Wicks 🇿🇦2025年6月30日
News24 wins big at Standard Bank Sikuvile Journalism Awards
575
橙色星期一 😏😏😏

Simon Gerovich2025年6月30日
Metaplanet 以每比特幣 ~107,601 美元的價格以 ~1.081 億美元的價格收購了 1,005 枚比特幣,並在 2025 年年初至今實現了 348.8% 的 BTC 收益率。 截至 2025 年 6 月 30 日,我們持有 13,350 個$BTC,以 ~13.1 億美元的價格以每個比特幣 ~97,832 美元的價格收購。$MTPLF

1.56K
Gareth Jenkinson 已轉發
我們將在 Market Movers 上度過重要的一周......
• 週一 @ 9:05 AM: Peter Tuchman,TradeMas 高級場內交易員 (@EinsteinoWallSt)
• 星期二 @ 9:05 AM: Michael Reinking,@NYSE 高級市場策略師
• 星期三 @ 9:05 AM:Cleve Mesidor,區塊鏈基金會執行董事 (@CleveMesidor__)
• 週四 @ 上午 9:40:Gareth Jenkinson,Cointelegraph 總編輯(@gazza_jenks,@Cointelegraph)
• 星期五:7 月 4 日假期 – 市場休市 🎆
Catch Market Movers:The Opening Bell 在美國東部標準時間工作日上午 9 點至 10 點直播,我們的 24/7 全天候提供金融、技術、影響力投資和市場趨勢方面的最新見解。
@ReachTVNetwork @RemyBlaireNews

1.12K
熱門
排行
收藏
鏈上熱點
X 熱門榜
近期融資
最受認可