火星分析师烟雨:科创板的推出,对数字货币市场意味着什么?

今天币圈有两大看点,比特币期货结算平台Bakkt今天开启用户测试Tether将对纽约总检察长办公室(NYAG)的最新动议做出回应。这两则消息之前都做了解读,前一个是利好消息,后一个可能会对USDT产生影响,具体看今晚的盘面是否会应时而动。

对于金融圈来说,今天有个大事件:科创板正式开市。科创板从提出到筹备再到今天的上市,只用了259天,速度非常快。科创板的设立,主要是通过资本的力量,支持有发展潜力的科创企业发展,发挥改革试验田的作用,意义重大。今天上市科创板的股票,集体飘红,涨幅可以和币圈相媲美。

从科创板的各项工作推动进程来看,政策的执行力越来越快捷高效,体现出国家层面对创新和科技的支持力度之强。这也说明了国内的资本和金融市场,一直是在改革和创新中的,紧跟趋势和发展,这是大趋势,也为区块链和数字货币市场,营造了良好的环境氛围

区块链和数字货币,作为新兴的金融科技方向,拥有着巨大的发展潜力,这是谁都无法忽视的,世界各国均在此领域布局,谋求统治地位和市场份额。一旦国外在区块链领域推出实质性大动作(比如Libra支付推出、央行数字货币发布,以及数字货币立法等方面),国内也会齐头并进,占领先机。

以上是政策面环境的促进因素。从市值和体量来说,今天科创板第一股“安集科技”,收盘时报价196.01元/股,涨幅高达400.15%,总市值超过百亿RMB(2018年净利润0.45亿元,市盈率高达231)。而在首批25只科创板中,有16家企业总市值超百亿元(其中“中国通号”市值超千亿)。对应到币圈来说,100亿市值可以排在第14名,这其中的高估值暂且不论,仅从市值来说,币市和股市不是一个数量级,差距甚大,但这也从侧面反映出数字货币市场的巨大发展潜力和升值空间。

操作建议:

BTC:继续缩量整理,整理区间1-1.1万美金。日线级别,成功站稳MA60日均线之上,短期的下跌趋势得到缓解。小时线上,处于7月18日放量拉升后的区间整理走势,量能上略有不足。大饼小区间震荡走势,赚钱效应很难,对于我们来说,还是观望为主。破局其实很简单,关注上下区间(1/1.1万美金)的突破/跌破情况,我们等待庄家的行动。

ETH:210-235美金区间缩量整理,在大饼未出现明显行动前,继续等待,上方压力位240美金,190-200美金为近期的强支撑,支撑位附近可以埋伏多头。

LTC:95-105美金区间整理,8月减半行情没几周了,庄家有概率走出拉高出货的脚本,还持有仓位的,注意高位逃顶

BCH:275-345美金区间整理,量能同步萎缩,行情也位于4月份以来的中枢位置,大概率要等比特币给出方向。

EOS:小时线上,币价有稳步抬升的势头,但量能太弱,很像是散户所为。短线压力位在4.5美金,等待大盘方向。

XRP:0.29-0.34美金区间整理,没有独立行情。日线级别,XRP的走势太弱,并不是好的投资标的。

TRX:利好消息刺激,支撑力度和反弹较强,之前的跌幅收回了一半。短期支撑0.027-0.028,如果能放量突破0.03美金,有希望破新高。

平台币:BNB高位整理,HT和OKB涨势较猛,创今年新高。从K线走势来看,OKB的上涨潜力仍是三者中最强的,继续持币,短线的话关注2美金的支撑。GT关注1美金的突破情况,如果能放量突破,后续可能继续走高。

Indian Gov’t Panel Recommends a Blanket Ban on Cryptocurrencies

What can I do to prevent this in the future?

If you are on a personal connection, like at home, you can run an anti-virus scan on your device to make sure it is not infected with malware.

If you are at an office or shared network, you can ask the network administrator to run a scan across the network looking for misconfigured or infected devices.

Trillions of Dollars Could Flow into Bitcoin Over Next 25 Years, Grayscale

bitcoin Featured

Trillions of Dollars Could Flow into Bitcoin Over Next 25 Years, Grayscale


With the ‘gold-loving’ baby boomer generation set to retire; trillions of dollars could potentially flow into bitcoin — the emerging favorite among millennial investors.


Twilight Dawns for Baby Boomer Generation

Speaking during the 2019 Mid-Year Review Webinar, Barry Silbert, CEO of Grayscale highlighted that there is an imminent generational wealth transfer that could change the dynamics of store of value (SoV) investing in the United States.

According to Silbert, the baby boomer generation (between 1951 and 1969) are already beginning to retire. Thus, over the next couple of decades, it’s anticipated that there will be a massive generational wealth transfer.

Money Will Flow Into Bitcoin

Commenting on the matter, Silbert opined:

“Over next couple of decades, there is $68 trillion of wealth that’s held by baby boomers and the older generation, in the US alone, that’s going to be handed down to Generation X and millenials… My theory is that whatever of that 68 trillion that is currently in gold, I don’t think it’s going to stay all in gold.”

For Silbert, millennials and ‘Gen-Z’ are at a pivotal moment where the demographics of generational wealth is about to undergo a significant shift. Bitcoin currently occupies a strong position within this emerging trend as the world’s leading asset class.

Bitcoin Max Keiser even believes that there will be an influx of ‘smart money’ into bitcoin. This massive inflow could see bitcoin move 25-30x faster than gold.

Bitcoin the Darling of Millennial Investors

As previously reported by Bitcoinist, “bitcoin is a demographic mega-trend.” Futhermore, recent surveys also show that bitcoin is fast becoming the most popular investment options for many young Americans.

Bitcoin appears perfectly poised to become the preferred investment vehicle for younger investors. It isn’t illogical to posit that a generation that grew up with the internet will be drawn towards the premier digital asset that is BTC.

As the older class of investors pass into retirement, millennials will become the dominant investment demographic.

Taking a Piece of the Golden Pie

Silbert said that of the $68 trillion that the baby boomer generation currently holds in the United States, he expects whatever portion of that money is currently invested in gold is likely to find itself moving across to Bitcoin and other investment opportunities.

Doesn’t mean its going to go all into Bitcoin but I do believe that its going to find its way into other asset classes.

Bitcoin hasn’t yet reached the fabled trillion-dollar valuation mark. However, if commentators like Silbert are correct, and the generational shift of wealth flows into Bitcoin, it could bring about an unprecedented rise in the asset’s value.

There are already several predictions of BTC price reaching $55,000 over the coming years, which would tip BTC’s market capital above the $1 trillion mark. If this plays out it will undeniably cement Bitcoin’s status as the leading SoV asset.

Do you think the majority of U.S. millennial investors will put their newfound wealth in bitcoin? Let us know in the comments below.


Images via Grayscale, Shutterstock

Bitcoin (BTC) Network Posts Another Hashrate Record

Third party services may advertise Spread bets and CFDs on Cryptovest, which are complex instruments and come with a high risk of losing money rapidly due to leverage. 81% of retail investor accounts lose money when spread betting or trading CFDs. You should consider whether you understand how spread bets or CFDs work and whether you can afford to take the high risk of losing your money.

A New Platform Called AFOX Will Tokenize Media Buying Contracts

Parsec, an advertising firm, has unveiled a pilot program for offering options and futures trades and settling digital advertising contracts on R3’s Corda blockchain.

MediaCom, a buyer of digital advertising contracts, and Future US – the company behind ten trade publications such as PC Accelerator, Guitar World, and TechRadar – are the first participants on the platform. The companies have announced the first futures contract traded without Parsec’s third party mediation.

The Advertising Futures and Options Exchange (AFOX) platform utilizes a guaranteed quality metric, measured at one-second of full attention per advertisement, and encodes these “impressions” on the blockchain.

“Current media contracts don’t enforce quality standards, so buyers demand favorable cancellation terms,” Parsec representatives said in a statement. “Since contracts are cancellable, a publisher’s business is unpredictable.”

Charlie Fiordalis, managing partner of MediaCom, noted that media contracts that take weeks to write and months to reconcile can be cancelled within 24 hours of payment. “You get what you pay for,” he said.

Parsec aims to reduce contract cancellation by enabling buyers to track who saw an advertisement, “see where it ran, and how it was optimized by viewer variables,” said Fiordalis, thereby eliminating the need to have an “out” from an unfulfilled contract.

Fiordalis said that currently the best media asset is a Superbowl ad, which gains massive reach in just 30-seconds, though Parsec’s guarantee to supply one second of full attention per advertisement has an “absolute quality to them,” because they are non-cancellable.

These “discretely defined” contracts behave as a currency, Fiordalis said, adding, “one second of attention is an easily tokenized asset.”

In fact, AFOX plans to tokenize these blockchain-supported media contracts and make them available on a secondary market as media futures and options. Futures contracts enable companies to hedge against their price inputs and potentially buy advertisements in advance at a 40 to 50 percent discount.

The second order effects of contract financialization may increase market liquidity, as media companies can bet against their guaranteed advertising revenues.

Parsec Media CEO Marc Guldimann said the next step would be to enable publishers to sell contracts directly to media buyers, without the intervention of middlemen like his firm, and develop additional financial instruments based on a tokenized unit of advertising impressions.

Advertising image via Shutterstock

Its Official: Indian Government Wants to Ban Bitcoin

The inter-ministerial committee set up by former Indian finance minister Arun Jaitley recommends a ban on bitcoin.

According to a report published today, the Subhash Garg committee believes that cryptocurrencies cannot serve the purpose of currency. Calling them “private cryptocurrencies” over their non-sovereign nature, the committee wrote that they are inconsistent with the essential functions of money/currency, adding that they support the stance taken by the Reserve Bank of India to impose a banking ban on them.

“The committee endorses the stand taken by the RBI to eliminate the interface of institutions regulated by the RBI from cryptocurrencies. The Committee also recommends that all exchanges, people, trade, s and other financial system participants should be prohibited from dealing with cryptocurrencies.”

Accordingly, the Committee has recommended a law banning the cryptocurrencies in India and criminalising carrying on of any activities connected with cryptocurrencies in India.”

The Public-Private Confusion

The inter-ministerial report follows months of confusions regarding the bitcoin’s legal status in India. Bloomberg Quint in early June claimed that the Narendra Modi government wanted to impose 10-year prison-time on cryptocurrency traders. The news service cited a piece of paper that allegedly was a part of an anti-crypto draft bill. A month later, another document from the same law showed that the Indian government was looking to ban cryptocurrencies.

Nevertheless, Ministry of Finance representative Anurag Singh Thakur told Rajyasabha that such a ban was not official. He wrote in response to lawmakers that a government-appointed Interministerial Committee is looking into the matter. Excerpts:

“In the absence of a globally acceptable solution and the need to devise a technically feasible solution, the Department is pursuing the matter with due caution.”

bitcoin ban, india

Bitcoin Remains Lawless in India, Not Banned: Source: Government of India

How Big Hydro Power Partners With Bitcoin Miners to Prevent Energy Waste

How Big Hydro Power Partners With Bitcoin Miners to Prevent Energy Waste

We are often told that the verification of bitcoin transactions eats a lot of energy. The largely inaccurate comparison to a small country, the size of Ireland or Denmark, is evoked thanks to numerous clickbait headlines. What mainstream media fails to explain, however, is that bitcoin mining is actually helping electricity producers prevent energy waste. Hydropower plants, for example, can generate and sell much more electricity during rainy seasons in some regions or when snow melts in others. Wastage can be mitigated through a symbiosis with bitcoin farms, at no additional cost for the environment.

Also read: Three Bank Failures Open New Chapter in Never-Ending Financial Crisis

Plum Rain Brings Life to China’s Mining Industry

During the prolonged winter the crypto industry had to endure, the mining sector saw its profits diminish almost to the point of no return. After another of Bitcoin’s prematurely pronounced deaths turned out to be a false alarm, miners are back exploring business opportunities. The days when mining companies were turning their ASIC rigs into scrap metal are gone.

With spring, prices unseen since last year returned to the crypto markets. In China, which controls a large portion of the global hashrate, the wet season, known in Eastern Asia as the ‘plum rain,’ brought lower electricity rates in provinces with developed hydroelectric infrastructure. The main ingredients in the recipe of profitable mining are back on the table. It’s been reported that miners are once again buying ASICs.

How Big Hydro Power Partners With Bitcoin Miners to Prevent Energy Waste

When rain starts pouring in May, rivers and dams in China fill up pretty quickly. Hydroelectric stations reach their peak capacity producing more than local industry and households need. That prompts authorities and utilities in provinces such as the southwestern Sichuan to bring down electricity rates to as low as 0.2 yuan (around $0.03) per kilowatt-hour (kWh), stimulating the consumption of cheap and green energy produced by hydroelectric plants.

Beijing-based Bitmain is among the companies taking advantage of lower electricity prices by utilizing surplus hydro power generated in Sichuan during the spring and summer months. Back in March, Chinese media reported that the mining giant had deployed around 100,000 mining rigs in the region before the start of the rainy season, with plans to install another 200,000 devices within the next few months.

Using hydro power for coin minting, when water levels are at their highest, is a win-win situation for both crypto miners and electricity producers. The cooperation can be highly profitable not only for the bitcoin mining facilities but also for energy companies as it allows them to raise the efficiency of their power generating capacities and ultimately increase their revenue.

Hydropower Plants and Cryptocurrency Miners Mint Coins for Mutual Benefit

Hydroelectric generation provides a great way to use excess power for cryptocurrency mining and also fund renewable energy, commented Shaun Chong, mining product manager at Bitcoin.com. He also acknowledged that mining profitability has improved significantly with rising crypto prices. “Cloud mining sales do a lot better during bull markets,” he said. The Bitcoin.com Pool is in partnership with mining datacenters in the U.S., Sweden and China. Chong noted:

All of them are using hydro power. All our cloud mining is powered by hydroelectricity.

Most mining companies working in Sichuan have direct contractual relations with the hydropower plants they build their farms at, Kirk Su, business development manager responsible for Bitcoin.com’s operations in China, told news.Bitcoin.com. The contracts do provide lower electricity prices for crypto miners. “Everyone gets different rates but they are typically around 0.2 RMB,” Su added. That’s around $0.03 per kWh.

Kirk Su himself runs a mining farm operating in Aba, Sichuan using electrical energy from a 150MW state-owned hydropower plant. His 10MW facility is considered a midsized farm in the province, which is home to 50MW and even bigger farms. “During the wet season, typically from April through November, these power plants will generate much more electricity than the grid needs. Hence, the excess power eventually goes to waste,” the miner explained.

How Big Hydro Power Partners With Bitcoin Miners to Prevent Energy Waste
Kirk Su

Su noted that most companies in Sichuan work with private power plants as crypto mining in the People’s Republic is still somewhat a grey area. Some mining businesses, however, have managed to establish relations with state-owned enterprises. That actually provides them some protection against potential government crackdowns. On the flip side, these farms are more expensive to build as state enterprises are obliged to meet strict official standards.

Nevertheless, the cooperation is beneficial for both sides. “For the hydropower plant, they get to sell excess energy they wouldn’t be able to transfer to the grid during the wet season. For cryptocurrency miners, it’s obvious – we get cheap power,” Kirk Su pointed out. He further added that Chinese miners prefer to attract power plants as investors in their projects. The participation incentivizes energy producers to protect the mining farms from authorities when needed.

Lack of Predictability Hampers Mining Growth in the East

China, while very important for bitcoin minting at this stage, with its low electricity rates and authorities mostly turning a blind eye to mining, has one serious disadvantage – the lack of long-term predictability. The rainy season comes and goes year after year, but no one really knows when the regulatory storm will begin. The People’s Republic, just like many other countries in the Eastern hemisphere, including the former Soviet republics, offers miners a lot in terms of potential profits. But for many companies with insufficient local connections, the inability to ensure uninterrupted operations for years ahead is a major concern.

Russia, another country with a huge surplus of cheap energy, is also a good example in that respect. The collapse of many heavy industries following the dissolution of the Soviet Union left a third of its power generating capacities idling. Electricity rates in some energy-rich regions like Irkutsk can drop below $0.02 per kWh. The Siberian oblast, where the Angara River flows, is home to a large number of hydropower stations.

How Big Hydro Power Partners With Bitcoin Miners to Prevent Energy Waste

The local power company Irkutskenergo, which belongs to the large Russian En+ Group, announced last year a tender to lease five land plots to cryptocurrency mining farms and supply them with cheap electricity. The sites are located at its hydroelectric stations in Ust Ilimsk, Bratsk and Irkutsk, the largest of which has a generating capacity of almost 4,000 MW. En+ held talks with several mining investors in an effort to diversify its customer base. Another major operator, Eurosibenergo, also tried to attract mining businesses to some of its 20 power plants.

The realization of such partnerships, however, is hampered by the lack of a comprehensive legal framework for the growing Russian crypto industry. The adoption of a package of laws designed to regulate the sector has been postponed multiple times. For now, the future of cryptocurrencies in Russia remains uncertain and that applies to the mining sector as well, despite the more positive attitude of authorities in Moscow towards data processing in general.

Not as Simple as Parking a Farm Next to a Dam

This is precisely why Race-Cap, a company with interests in various blockchain-related fields and a partner of Bitcoin.com, has chosen Sweden for its high-performance datacenter and maintains offices in crypto-friendly Zurich as well as the global financial capitals London and New York. News.Bitcoin.com spoke with Race-Cap CEO Arthur Davis about the reasoning behind their preferences for mining destinations.

Davis believes Sweden and the United States are the two most important Western regions where a stable mining operation can be established. In his view, very important considerations when choosing a location suitable to crypto mining are regulations permitting this activity in the first place, favorable public opinion, and a stable tax environment. Next on the checklist are low energy prices and the presence of renewable sources ensuring “the best long-term natural value for all participants.”

Sweden, where Race-Cap has deployed its “Sky Computing” facility, as the entrepreneur calls it, meets these preconditions in one degree or another. Like any other mining hotspot, the Nordic country has its distinctions and they provide bitcoin miners with a different set of challenges in comparison with China. As Arthur Davis puts it:

One cannot simply look at parking an operation next to a hydro dam and thinking all will work well.

Unlike the People’s Republic, the energy system in Sweden is integrated with all power sources – hydro, wind, nuclear – feeding into the common grid. Energy is purchased from the market based on plugging into this grid at three levels of downstream availability, Davis explained. Only a power company may plug into the fourth, national level.

The price of electricity for end users has two components, as is the case in many other European countries. “Transmission” refers to the cost of consumed energy and the cost of “distribution” varies depending on where a consumer plugs into the grid. The higher into the grid the electricity is purchased from a distributor, or the closer to a primary source, the cheaper it is. There are certain advantages to being close to an energy producer. In terms of transmission, electricity is purchased from the open market at floating tariffs and any surplus from hydro sources is reflected in the spot price.

How Big Hydro Power Partners With Bitcoin Miners to Prevent Energy Waste

“There are pockets where one could build facilities near primary sources of power. But they are on a case by case basis. Even if power is available near a hydro station, it may be that the grid requires upgrading to take off the power, and this may be a 5 year process to actually be able to draw it down,” Race-Cap’s chief executive noted. “We have looked at a number of sites where the timeframe is 3-5 years to actually obtain the power near a primary power generation and transmission facility.”

The company’s mining facility is situated in Norrsundet, on the coast and in the middle of the country, which is the termination point for a planned enormous offshore wind energy development, which should be constructed in the next few years. Arthur Davis pointed out that Microsoft has recently purchased a big parcel of land to deploy datacenter infrastructure in the region, and Google has also reserved large-scale power in the area.

However, the crypto entrepreneur remarked that the proximity to efficient power generating facilities is not necessarily the only consideration. A decision to build and operate a datacenter should depend on the balance between all factors: “In the far north, where hydro power is plentiful, it may be too cold to properly operate the servers. We have seen other datacenters have significant issue with it being too cold, and therefore capital is required to invest to warm them up, somewhat counterproductive.”

A Government That Realizes Surplus Energy Needs More Consumers

Cold is not an issue in certain parts of South America that are also very rich in water resources and hydropower capacities. While many countries experience energy shortages, Paraguay is one of those producing more than they need. It is home to the world’s most powerful hydroelectric plant, built at the Itaipú dam on the Paraná River, which generates over 100 terawatt-hours of electricity annually. Another large hydroelectric power station is operating at the Yacyretá dam built over the waterfalls of Jasyreta-Apipé. The country currently uses only about half of the electricity the two power plants can produce.

How Big Hydro Power Partners With Bitcoin Miners to Prevent Energy Waste

Unlike other nations, the Paraguayan government has realized the benefit of having bitcoin farms next to its hydroelectric stations. A deal with two crypto companies aims to prevent energy waste. Bitfury Group, and the Korea-based Commons Foundation, announced earlier this year their new partnerships to create and operate mining facilities powered by the hydroelectric energy from the plants at the two dams. Authorities in Asunción have promised to provide five sites for the project.

Do you agree that energy producers and crypto mining companies should cooperate more closely to utilize surplus hydro power that would otherwise be wasted? Share your thoughts on the subject in the comments section below.


Images courtesy of Shutterstock.


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Lubomir Tassev

Lubomir Tassev is a journalist from tech-savvy Bulgaria, which sometimes finds itself at the forefront of advances it cannot easily afford. Quoting Hitchens, he says: ”Being a writer is what I am, rather than what I do.“ International politics and economics are two other sources of inspiration.

火星分析师姥爷解盘:变盘时刻,今晚小心

今天迎来了中国资本市场的头等大事,科创板开板。

看着集体暴涨的市场,直接把三大指数都带崩,可见科创板的威力。没有硝烟的战场是可怕的,一个个举着镰刀的老炮等着傻逼入觳。一个每年赚1000万的公司,市值已100亿,魔幻现实主义在二级市场上演。资本市场的融资属性大于操作属性,这是本质。输血的代价是每年数不清的散户用馒头见证资本市场的蓬勃发展。

散户的命运早已天注定,胜天半子者寥寥,忍住内心,淡漠市场,远离喧嚣,才能与天公比高。这点无论是哪个市场都是唯一路径。

资本世界的另一端,币圈三家交易所的混战才刚开始。平台币上演年度精彩大戏,OKB涨幅更是惊人。伴随币价的波动,背后是客户群体的抢夺博弈。大哥不是喊出来的,是干出来的,币价才是真谛,而价格背后是模式,方法,手段,缺一不可。竞争是唯一能让客户受益的,我们保持欢迎姿态。

这几天盘面很难看,很难搞。究其原因个人理解有如下几点:

1、比特币7.18大阳线用力过猛。

2、主流反弹用力过猛,已到极致。再其上,有反转之势,当下不合适。

昨日让大家换比特币,有人不懂。

比特币才是硬道理,主流币都是纸老虎。在遇到重大瓶颈的时候,还要大哥点头,而如果市场大跌,自然比特币也跌的少些。人心不足蛇吞象,市场自会教育一番。不信你看今日比特币跌多少,主流又跌多少。可能现在没分明,但后期能发力,敢发力,绝不是主流动作,难题多得是。

刚在群里喊了一声“今晚小心”,就冒出来好多我要不要如何如何的。你换了比特币你担心个甚,比特币才涨几个点,主流又涨了几个点,高下立判,还用说?

为什么谈“今晚小心”,比特币昨日站上10日线,不主动挑战之前的33日线,日内破了金叉点,这个盘整时间忒长了些,今晚是必须要变盘的。

本轮主流龙头LTC已经破了昨晚的横盘位,放出量,有人走人,这还不值得关注?

前几天说主流遇到瓶颈没人信,这下还不信?莱特105.65是耗尽了能量了,还没有出活,没有量,是一个情绪K,不是实力K,自然只是一个量价背离,所以,主流困境不思上攻,那自然是由盛而衰。

比特也如此,1量太足,2是有问题的,如果晚上跌破10120,是很有可能会触及10000下方位置,这个不是判断出来的,是行情走出来的,你要去解释主流币砸盘的事实。

有一种情况是主流币会带崩比特币,和之前的主流币恐慌砸盘一样的道理,大势已去的情况下,比特币也独木难支。所以来讲,今晚一定要变盘,今晚不变,也早晚要消化这个苦果。

但是主流币的空间已经基本没有了,你继续想让主流币打出大行情,更多的自己的一厢情愿。这是昨日的原意。

短期来讲,注意几个方面:

1、比特币日内能否收线回到5日线之上。(虽然可能性小,但是也要看)

2、比特币是否跌破10000美元。

3、主流币是否连续放量下跌。

我理解来讲,主流反弹早就结束,这几天苦苦支撑,不过比特币的死撑消化带来的震荡行情,本质上不会改变主流币赢弱的事实。

而之前一直期待的比特币行情没有走出独立,反而连续走弱,这不正常。这就是短期需要关注的重点。

除非比特币走出带量长阳线,否则日线上无法修复,自然宣告反弹行情告一段落。近期加仓的,减一减,空仓的,继续看。除非比特给信心,否则市场不可避免要回落。

Bakkt预计本季度全面推出,牛市之钥即将开启

摘要:Bakkt的此次发布可能会成为市场增长的重大推动力。

正如此前数字资产平台Bakkt首席运营官Adam White在博客中所透露的,今日,Bakkt准备正式启动比特币期货用户验收测试。

据了解,此次测试只涉及少数“测试人员”,所以现在不太可能影响比特币本身的价格。但是,在测试成功后,“真实交易”将会出现,一些投资者可能会推测市场走向进行投机并提前进入市场。

而据Bakkt官宣:Bakkt预计将于今年第3季度正式推出。

Bakkt大利好,机构入场催化剂

由于背靠洲际交易所ICE,再加上第一轮融资就从微软、Naspers等在内的12个投资伙伴手中筹集了超过1.8亿美元的资金,不少人都对Bakkt充满幻想,并将其视作机构进场的信号。

而对于Bakkt来说,其对于自身的“机构吸引效应”也是志得意满。

“我们认为Bakkt可以成为机构参与加密市场的巨大催化剂。”

7月18日,在纽约证交所(NYSE)董事会举行的比特币结算期货启动仪式中,Fundstrat数据科学研究主管Sam Doctor如此说道。

作为纽约证交所举办的Bakkt机构数字资产峰会,该会议的意义远不可同往日而语。

据了解,此次会议有超过150名投资者和机构服务提供商参与。其中除了Bakkt首席执行官Kelly Loeffler、ICE执行副主席Betty Liu和Bakkt首席运营官Adam White之外,商品期货交易委员会CFTC专员Dawn DeBerry Stump、BlockTower Capital首席信息官Ari Paul和Panteral Capital Management的CEO Dan Morehead也都出席了本次会议。

在此次会议中,Bakkt方表示,将于7月22日正式开启比特币期货用户验收测试,并于本季度末全面推出Bakkt。

Bakkt的发言点燃了全场参与者的热情。最早的比特币和加密货币投资者之一Dan Pantera在Bakkt机构数字资产峰会上表示:“我们坐在纽约证交所的董事会会议室里——对于比特币来说,这还是第一次。”

而CFTC专员Dawn DeBerry Stump表示,目前的加密货币不会威胁到金融稳定。其认为,公众对比特币期货的需求仍在不断增长。

Ari Paul也发言称,“对数字货币充满信心”。他表示,一旦有杀手级应用能够使加密货币交易更安全可靠且像PayPal一样易于使用,那么将会带来大规模的个人应用。Paul还表示,机构不应该忽视加密资产,因为他们与传统资产的相关性较低,复合年增长率为200%-300%。

机构认可,监管绿灯

作为符合监管的、比特币实物结算的期货合约,再加上美国第二大期货交易所ICE作为靠山,Bakkt的推出被很多人看成传统机构全面认可并快速进入数字货币领域的开始。

有分析称,Bakkt之所以会吸引投资者,一方面在于这是ICE和一众顶级投资机构加持下的合规,另一方面则在于实物交割属性。其表示,实物交割意味着在交割平仓时,都必须使用真实的BTC,这样不仅可以防止空军肆意做空BTC,也可以降低大资金带来的BTC的波动性。

除此之外,吸引机构入场的另一因素在于,Bakkt带来了新的行业标准,对他们而言,Bakkt的出现,将会为加密资产建立更具流动性、公平和效率的市场。

根据Sam Doctor发布的一份关于Bakkt机构数字资产峰会的报告显示,从Bakkt平台发布的第一天起,似乎有“大量采用者”(如经纪人,做市商,自营交易部门和流动性提供商)准备参与。

而除了机构的认可之外,Bakkt以往面临的监管难题似乎也将迎刃而解。

对于Bakkt的新动作,Trustnodes评论称,经过数月的漫长过程,Bakkt目前正在推进比特币期货的测试工作。Bakkt已经通过自我认证获得了美国商品期货交易委员会(CFTC)的批准,经过长时间的谈判,旧的规章制度得到了政策上的调整。

据了解,目前为止,Bakkt自己的期货合约虽然已经通过了自我认证,但该公司正在等待纽约金融服务部(NYFS)为其托管方案颁发许可证。

对此,有业内人士表示,“几周前,LedgerX和ErisX已经接连拿到美国CFTC授予的牌照,这两家公司可以在监管机构的支持下推出期货产品,那Bakkt也不远了。”

不只是比特币,还有以太坊


值得一提的是,除了此次的比特币期货合约之外,以太坊作为市场上的第二大加密货币,也可能即将迎来CFTC的放行。

在此次的Bakkt峰会上,Placeholder的风险投资公司合伙人Chris Burniske表示:“当被问及其他加密资产时,CFTC委员Dawn Stump提到了该机构最近正要求提供有关以太坊的信息,他表示‘受监管的比特币期货只是开始。’”

实际上,这不是CFTC首次提出愿意放行以太坊。

早在今年5月,就有CFTC官员表示,该机构愿意批准一份以太坊期货合约(前提是该合约符合所有条件)。

不过,该人士还称,CFTC只会对提交给监管机构的具体申请做出回应,不会主动提出意见。(这有些类似于美国2000年颁布的“商品期货现代法案”中自我认证的概念,即交易所提交的申请只要不违反任何规则,就可以在提交申请后的第二天交易新合约产品,而此次的申请也有些揣摩CFTC审核标准的意思)

该官员也曾表示,“如果一家衍生品交易所找到我们,说‘我们想推出这种特殊的产品。’……如果他们带着一种符合我们要求的特殊衍生品来找我们,我认为我们很有可能会(允许)其进行自我证明。”

据了解,该官员的表述是CFTC目前对以太坊期货合约最鲜明详细的态度。如果再往前追溯,可以发现在2018年底,针对是否推出以太坊合约的问题,CFTC曾发布了一份关于以太坊的“输入请求(RFI)。”

当时,据CFTC官网显示,RFI上罗列了长达25项的问题清单,其中包括技术 、机遇 、风险、机制和市场等诸多问题。

在这份RIF当中,CFTC尤其希望把以太坊与比特币进行对比,并在安全性、市场管理、监管等方面对以太坊进行一次全面调研。

如今,随着CFTC官员在公开场合对以太坊期货合约的再次重申,有媒体认为,以太坊即将成为继比特币之后的又一期货合约“新宠”。

随着Bakkt的千呼万唤始出来,有不少人都认为Bakkt的此次发布可能会成为市场增长的重大推动力。而人们大半年以来的预期到底能否实现,就看市场会以怎样的姿态来迎接这位天之骄子。

火星一线 | 小米技术委员会主席崔宝秋等5位重量级嘉宾已确认出席“POW’ER 全球区块链开发者大会”

火星财经APP(微信:hxcj24h)一线消息,8月20日~21日,火星财经将于北京举办“POW’ER 全球区块链开发者大会”,邀请来自全球的区块链技术领袖、投资与研究机构负责人以及一线互联网公司的区块链技术领军人物以及事人工智能、物联网以及云计算等领域的技术精英和学者,分享他们对新技术趋势的判断和展望。

目前,已有5位重量级嘉宾确认出席。他们是:小米集团技术委员会主席崔宝秋、数字资产研究院院长朱嘉明教授、北卡罗来纳大学夏洛特分校王永革教授、SBI金融科技副总裁山口智宏、Nervos联合创始人吕国宁。​

进入2019年,区块链已经成为互联网产业以及金融服务等领域十分关注的技术焦点,全球一线技术公司都非常重视区块链技术专利的申请,金融巨头JP. Morgan发布了Quorum平台,社交之王Facebook发布了举世瞩目的Libra计划,一场由区块链引发的新技术浪潮,已经吸引了全世界的目光。火星财经发起人王峰透露,“POW’ER 全球区块链开发者大会”将邀请1500位业界一线开发者参与,共同探讨区块链技术以及数字经济、人工智能、物联网等新技术趋势、应用与实验落地。

据悉,大会目前设计的议题涵盖区块链、人工智能,物联网的技术融合,以及隐私计算、分布式存储、算力跃升、开放式金融、Libra效应、去中心化交易、BaaS兴起、DApp生态等主要区块链研究开发与应用服务领域。同时,以区块链与其他新兴技术领域的结合为契机,组织分论坛研讨如何将物联网、人工智能、云计算、大数据等技术融入新一代数字经济生态。

附7月22日已确认嘉宾个人简介(排名不分先后):

小米集团技术委员会主席崔宝秋

崔宝秋于2012年6月加入小米,组建了小米人工智能与云平台团队,对于小米的大数据积累、安全与隐私保护以及人工智能做出突出贡献。今年2月26日,小米集团正式下发文件,同时新成立3个新部门,推进“AI+IoT”(人工智能+物联网)战略。任命崔宝秋为集团副总裁及集团技术委员会主席,小米技术委员会上升为集团级别的委员会。

数字资产研究院院长朱嘉明教授

朱嘉明教授是著名经济学家,被誉为“改革四君子”之一,曾任联合国工业发展组织(UNIDO)经济学家,中国国际信托投资公司国际研究所常务副所长,中国西部研究中心主任,《中青年经济论坛》主编,并先后在欧美多所知名大学任教,现为台湾大学客座教授。数字资产研究院于2018年4月在北京创建,将对数字资产实施技术、思想、理论和政策性的全方位研究。

北卡罗来纳大学夏洛特分校王永革教授

王永革教授是世界著名华裔密码学家,同时担任SperaX联合创始人兼首席科学。他在后量子加密领域的学术成就得到世界密码学界的认可,提出的后量子加密算法RLCE已入选美国国家标准技术研究院NIST的后量子标准候选名单。除此之外,王永革一直积极参与大量协议标准的制定工作:例如IETF、W3C XML协议 、IEEE 1363协议和SAN互联网安全协议。

日本SBI金融科技副总裁山口智宏

山口智宏负责SBI集团(SBI Holdings, Inc.)日本地区的新项目、管理和发展,以及海外金融科技业务开发。此外,他还是SBI集团全球投资、国际资金转移、区块链领域的代表。SBI集团前身为软银集团的金融投资部,成立于1999年,已发展为以投资和互联网为平台在全球展开业务的大型综合金融集团,业务范围广泛涉及证券、银行、保险、资产管理等诸多领域。

Nervos联合创始人吕国宁

吕国宁拥有10 年互联网开发经验,并2014 年开始从事区块链领域技术开发。担任Nervos联合创始人之前,吕国宁曾任 imToken 联合创始人兼 CTO,EthFans 以太坊爱好者社区联合发起人。

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