所有正式发布的分析稿都会进入这里,包括鸵鸟区块链迁移存档,以及 HashSpring 后续持续发布的深度内容。
Curve always releases exciting crvUSD market cap and peg charts that look perfect and enviable. However, these charts don't provide much information—they only show lines either going up (market cap) or staying flat (peg). How does crvUSD compare to other stablecoins based on nearly a month of data? TL/DR: crvUSD is still in its early stages but shows strong performance in peg stability and utilization.
On May 13, Line's NFT subsidiary announced plans to release five NFT games in 2023. An increasing number of game developers and projects are emerging, making Web3 gaming no longer just a symbol of speculation, but truly having more project teams deeply cultivating in this space. However, declining trading volumes and decreasing user numbers indicate that truly quality Web3 games remain scarce. Currently, there are still few high-quality games that can operate long-term without relying on hype.
Following last week's sharp selloff, Bitcoin and Ethereum both opened this week with modest declines, falling 0.6% and 1% respectively. According to BitPush terminal data, as of press time, BTC dropped to $25,830 and ETH fell to $1,733. Bitcoin has declined 3.5% over the past seven days, while Ethereum saw a larger drop of 7.5% over the same period.
On May 3rd, Sui mainnet officially launched with over $300 million in funding and a $2 billion valuation. Instead of an airdrop, Sui chose IEO/IDO. Based on data from ChainAegis on-chain security analysis platform, SharkTeam conducted a systematic analysis of Sui's IEO/IDO, trading volume, and token holders over this first month.
North American bitcoin mining company Hut 8 released its May operational data on June 9. The company produced 147 bitcoin in May 2023, averaging approximately 4.7 bitcoin per day, and sold 179 bitcoin for total proceeds of $6.8 million. As of May 31, the total balance of unencumbered bitcoin in reserves stood at 9,233 bitcoin. By the end of May, Hut 8's Alberta facility had installed ASIC mining capacity of 2.6 EH/s.
事件解读、长篇研究,以及同步迁移和翻译后的分析内容。
On June 9, TuoniaoX.com reported that HKEX will launch the HKD-RMB dual counter model on the 19th of this month. HKMA Chief Executive Eddie Yue, speaking at the Caixin Summer Summit, stated that the HKD-RMB dual counter model will soon be launched to facilitate stock issuers and investors in conducting RMB stock trading in Hong Kong. Additionally, he indicated efforts to attract more financial institutions or other enterprises to conduct RMB financing and issue dim sum bonds in Hong Kong. Last year, the total amount of dim sum bonds issued in Hong Kong reached RMB 330 billion, doubling from 2021.
On June 9, the Hong Kong Monetary Authority stated that retail CBDC (Central Bank Digital Currency) is a digital form of legal tender issued by central banks, designed to serve as an alternative to traditional physical currency for public use. Its value will be stable, just like today's cash. Compared to traditional payment methods, retail CBDC may offer multiple advantages, including increased financial accessibility, faster transaction speeds, lower costs, and improved transparency.
On June 9, TuoniaoX.com reported that recently, the Jinan Municipal Government issued the "Implementation Plan for Jinan's Digital Yuan Pilot Work". The city aims to reach 4 million individual digital yuan wallets and 50,000 corporate digital yuan wallets by the end of 2023, with total digital yuan transaction volume exceeding 4 billion yuan. The Implementation Plan proposes relevant measures around pilot scenario construction.
On June 9, Cardano development company IOG responded to the SEC's classification of ADA as a security, stating that the allegations contain many factual inaccuracies. Under no circumstances should ADA be classified as a security by the SEC. Understanding how decentralized blockchains operate is a fundamental component of crafting responsible legislation, and these allegations will not impact IOG's operations.
Renowned cryptocurrency strategist Dave the Wave predicts that if current Bitcoin patterns repeat, the cryptocurrency's value could climb to $50,000 within approximately one year.
According to a June 9 report from TuoniaoX.com, blockchain data analytics firm Bitrace revealed that between May 2022 and May 2023, cryptocurrency exchange BKEX hot wallets were associated with over 570 million risk USDT. Among these, BKEX's five main TRC20-USDT funding addresses directly received 4.99 million USDT from risk addresses, including 3.61 million USDT from online gambling platforms and gamblers, and 930,000 USDT from illegal fourth-party payment platforms, accounting for 2.6% of total inbound funds.
On June 9, TuoniaoX.com reported that the EU Markets in Crypto-Assets Regulation (MiCA) has been officially published in the Official Journal of the European Union (OJEU). Previously reported, the Markets in Crypto-Assets Regulation (MiCA) was approved by the EU Council on May 27. MiCA requires crypto companies such as wallet providers and trading platforms to seek operating licenses, and mandates stablecoin issuers to maintain appropriate reserves.
June 9th TuoniaoX.com news, Coinbase L2 network Base posted on social media congratulating Optimism on its successful upgrade to the Bedrock version. This milestone marks the first official release of OP Stack, the open-source codebase that powers both Optimism and Base.
June 9 TuoniaoX.com report - Luca Netz, CEO of intellectual property company and non-fungible token (NFT) collection Pudgy Penguins, will launch a Web3 licensing marketplace called Overpass as early as late June.
On June 9, the US House Financial Services Committee released a new draft of major stablecoin regulatory legislation, which will be further discussed at a committee hearing on June 13. The draft would require the Federal Reserve to establish requirements for stablecoin issuance, but would still allow state regulators to oversee companies issuing these tokens. It also grants the Fed additional powers, including the authority to intervene with state-regulated issuers in emergency situations. States may also transfer their regulatory responsibilities to federal regulators.
According to TuoniaoX.com on June 9, Binance.US announced it will suspend USD deposits, with its banking partner preparing to halt fiat USD withdrawal channels on June 13, 2023. Binance.US stated it is taking proactive measures to transition to a crypto-only exchange for a period of time. The platform will maintain 1:1 reserves for all customer assets. Any downtime during withdrawal processing may result from increased withdrawal volumes and weekend bank closures.
On June 9, Web3 infrastructure provider Caldera officially announced the launch of Taro testnet on Ethereum's Goerli network, aimed at utilizing Celestia to implement data availability rollups through OP Stack, with optimizations for scalability, modularity, and cost efficiency.
According to a disclosure by X-explore on June 9, malicious browser plugins have caused many users' deposit and withdrawal addresses on centralized exchanges (CEX) to be replaced with hacker addresses. Since June 2022, there have been hundreds of attacks targeting dozens of CEXs. X-explore recommends that users avoid downloading and installing unknown browser extensions/software/applications and carefully verify withdrawal and deposit addresses in emails.
SEC Chairman Gary Gensler stated in a speech ahead of the 2023 Global Exchange and FinTech Conference that there is no indication that investors and issuers in crypto securities markets should not be protected by securities laws. As he has stated multiple times, the vast majority of crypto tokens meet the investment contract test. These tokens are promoted by teams through websites and Twitter accounts and do not emerge out of thin air.
On June 3rd, crypto wallet Atomic Wallet was attacked, with massive user asset theft and some users losing over millions of dollars, causing widespread impact. SharkTeam analyzes the attack mechanism and hacker money laundering patterns of this incident.
Early-stage venture capital firm Antler has raised $285 million for its growth fund Antler Elevate, with investors including M&G Catalyst, Schroders, Vaekstfonden, and Korea Venture Investment Corp. The fund supports over 20 technology ecosystems, providing capital expansion for global startups starting from Series A rounds.
The G7 developed economies appear more willing to allow and regulate stablecoins, while emerging economies represented by the G20 are calling for stricter restrictions or even bans. Two senior officials participating in forum discussions indicated that disagreements between these institutions could hinder acceptance of global stablecoin standards or undermine unified regulation envisioned by global financial regulators.
Traditional finance's view of DeFi is inseparable from "the wanderer will eventually return home." They believe that Crypto's fate is inevitably to be absorbed by traditional finance, because as long as the bottleneck between on-chain applications and real-world implementation cannot be resolved, there will always be the fate of being acquired or regulated. If categorized by isolation from centralized risks, stablecoins can be divided into centralized stablecoins and decentralized stablecoins. In an era where centralized regulatory threats are approaching step by step, whether something is decentralized is one of the important attributes of stablecoins. Furthermore, after decentralization is resolved, there is still the concept of "stability" in stablecoins.
On May 25th, Synthetix Perps (perpetual contracts) total trading volume officially surpassed $10 billion, entering a new milestone. According to DUNE data, from the release of Perps V2 in December 2022 to June 7th, Synthetix's perpetual contract total trading volume reached $11.278 billion, capturing nearly $8.897 million in trading fees. Additionally, within the past month, Synthetix Perps' daily average trading volume has surpassed GMX, ranking second in the decentralized derivatives track (with dYdX being first).
VanEck, an asset management company based in New York City, was founded in 1955 and is one of the world's leading investment management companies, involved in basically all asset classes including stocks, bonds, commodities, gold, emerging markets, etc. It managed approximately $69 billion in ETFs in 2020.
On June 5, TuoniaoX.com reported that Hong Kong's Secretary for Financial Services and the Treasury, Christopher Hui, briefed on the latest developments and measures in fintech and other innovative financial services, as well as progress in virtual asset regulation. He stated that to seize opportunities brought by Web3 development, Hong Kong's Financial Secretary will establish a dedicated task force to provide recommendations on promoting sustainable and responsible development of the Web3 industry. Additionally, the Hong Kong Monetary Authority is formulating a regulatory framework for stablecoins and plans to conduct a second round of public consultation within this year.
According to on-chain analyst Ember's monitoring on June 3rd, a whale address is using circular lending to long the ETH/BTC pair through a specific strategy: depositing ETH into Aave, borrowing WBTC, transferring to Binance, then withdrawing ETH from Binance to continue depositing into Aave. Since May 26th, this whale has cumulatively deposited 29,031 ETH into Aave (worth approximately $55.2 million) and borrowed 1,100 WBTC (worth approximately $29.87 million).
Bloomberg Intelligence Senior Macro Strategist Mike McGlone stated in his latest report titled 'June Crypto Outlook' that Bitcoin's worst period may not be over yet. Based on current trends, Federal Reserve policy, and various other factors, Bitcoin's prospects appear bearish.
In 2023, US banks experienced collapses approximately every 90 days. Regional and smaller banking institutions in the US were hit by deep-rooted vulnerabilities, regulatory failures, market instability, risk management failures, and other factors. This caused disruption in regional and global financial markets. This article will delve into the causes of the 2023 banking crisis, its impacts, and possible solutions.
Since the outbreak of the US banking crisis this year, I and many others have maintained that the US and global fiat currency banking system will be bailed out by a new round of central bank money printing (which will drive up risk asset prices). However, after Bitcoin and gold completed their initial rise, these hard currency assets have pulled back somewhat. For Bitcoin, volatility and trading volume in both spot and derivatives have declined. Some people are starting to wonder, if we are truly in a banking crisis, why hasn't Bitcoin continued to rise. Similarly, why hasn't the Federal Reserve started cutting interest rates, and why hasn't the US begun yield curve control.