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Too much blue, not enough orange, Saylor still buying, In the same time long term holders are accumulating Bitcoin
$BTC
at record pace.
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Charles Hoskinson says "Bitcoin DeFi intimately connects Bitcoin and Cardano$ADA together in a way that works for Bitcoin. Transaction fees and rewards have to be in $BTC "we're working on the Bitcoin bridge and wallet integration. This month—Bitcoin support for Lace. The very next update of that pathway is Bitcoin DeFi on Lace, where it's literally a button you click to enable Bitcoin DeFi
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FTX $FTT will distribute 16B in cash to creditors on the 30th of May. This money will flow back into crypto.
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Grayscale Bitcoin Adopters ETF (BCOR) 結論:不推薦買這檔ETF理由如下 第一,除了被收管理費之外,波動性低於直接持有比特幣,並且不持有比特幣。相較於買著屯幣更好,既不用管理費,交易也是隨時可以進行。 第二,既然知道這些公司TSLA, MSTR...持有比特幣,直接購買該公司股票即可,例如TSLA是AI和能源,不只擁有比特幣$BTC 上漲帶來的收益,還有公司本業進步所帶來的上漲。 以下是BCOR介紹 投資標的:投資全球公開交易公司,這些公司將比特幣納入企業財務儲備資產,追蹤 Indxx Bitcoin Adopters Index(如 MicroStrategy、Tesla)。 投資方式:被動投資於股票市場,間接曝險比特幣採用趨勢,分散風險。 年管理費:0.59% 風險與波動性:風險較分散,因投資跨七個行業、15個子行業的股票 市場定位與目標:於 2025年4月30日 推出,資產管理規模約100萬美元,NAV 每股 25.31美元,適合尋求間接比特幣曝險的投資者 監管與結構:由Grayscale Advisors, LLC 管理,作為股票ETF受 SEC 監管。 適合投資者:希望透過股票市場參與比特幣採用趨勢、避免直接價格波動的投資者。
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Charles Hoskinson will demo Cardano$ADA –Bitcoin integration live at the Bitcoin $BTC Conference in Las Vegas—marking a major step toward cross-chain interoperability.
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#欧盟隐私币禁令 2027年開始,所有超過1000歐元的加密交易將需要身份驗證,並且一個新的反洗錢機構將監督大型平臺。 優點: 1打擊犯罪:強制KYC和禁止隱私幣將有效減少洗錢、詐騙和恐怖融資。例如,XREX曾利用區塊鏈追蹤工具分析非法金流,協助執法單位調查案件。類似工具結合新政策將提升執法效率。 2 促進主流採用:合規環境可能吸引傳統金融機構參與加密市場,推動加密貨幣與傳統金融的融合。 3保護投資者:透明的交易環境可降低詐騙風險,提升市場信心,特別是在2022年FTX破產等事件後。 缺點: 1創新受限:過嚴監管可能扼殺區塊鏈技術的創新,特別是隱私相關技術。隱私幣的禁用可能阻礙去中心化金融(DeFi)的發展。 2用戶流失:注重隱私的用戶可能離開合規平台,轉向不受監管的市場,削弱歐盟對加密市場的控制力。 3執法挑戰:雖然AMLA將加強監管,但去中心化平台和跨國交易的複雜性可能使執法效果不如預期。
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