比特幣從 6 萬美元回落

2024 年 7 月 12 日加密貨幣市場的最新價格走勢。

Bitcoin (BTC) pulled back from the $60,000 resistance level on Thursday, a decline of 2.4% in the last 24 hours. The world’s largest cryptocurrency had climbed above $59,000 on Thursday following the U.S. report of its first drop in consumer prices in four years, a development that bodes well for the prospect of an interest-rate cut by the Fed. But Bitcoin's failure to maintain a sustained rally, despite positive macro news, suggests there is more price weakness ahead.

比特幣（BTC）週四從 6 萬美元阻力位回落，過去 24 小時內下跌 2.4%。在美國報告消費者價格四年來首次下降後，全球最大的加密貨幣週四攀升至 59,000 美元以上，這一進展預示著聯準會降息的前景。但儘管有正面的宏觀消息，比特幣仍未能維持持續上漲，這顯示未來價格還會進一步疲軟。

The CoinDesk 20 Index (CD20) fell 2.3%. Among major gainers, bitcoin cash rose 0.4% over the past 24 hours, while stellar's XLM dropped 4.2%.

CoinDesk 20 指數（CD20）下跌 2.3%。主要漲幅者中，比特幣現金在過去 24 小時內上漲 0.4%，而 Stellar 的 XLM 則下跌 4.2%。

Bitcoin's recent failure to sustain a rally bodes ill for further price gains in the near term. After rising above $59,000 on Thursday following positive U.S. inflation data, BTC pulled back from the $60,000 resistance level, a decline of 2.4% in the last 24 hours. This price weakness, despite bullish macro news, suggests there is more downside risk for the cryptocurrency.

比特幣最近未能維持漲勢，預示著近期價格進一步上漲。在美國積極的通膨數據推動下，比特幣於週四升至 59,000 美元以上，隨後從 6 萬美元的阻力位回落，過去 24 小時內下跌了 2.4%。儘管宏觀消息利好，但價格疲軟表明加密貨幣存在更大的下行風險。

After a short-selling report by Culper Research on Wednesday pointed out the flaws in the site as a potential hub for AI and high-performance computing (HPC) purposes, IREN shares fell almost 14%. “Iris Energy has not claimed it intends to retrofit its bitcoin mining site in Childress to AI,” Bernstein analysts led by Gautam Chhugani wrote in the note. The broker estimates 65% of the company's value is derived from bitcoin mining and the remaining 35% from AI/HPC.

Culper Research 週三發布的一份賣空報告指出，該網站作為人工智慧和高效能運算 (HPC) 用途的潛在中心存在缺陷，之後 IREN 股價下跌近 14%。以 Gautam Chhugani 為首的 Bernstein 分析師在報告中寫道：“Iris Energy 並未聲稱打算將其位於 Childress 的比特幣挖礦站點改造為人工智能。”該經紀人估計該公司 65% 的價值來自比特幣挖礦，其餘 35% 來自人工智慧/HPC。

Iris Energy’s Childress, Texas site is well suited for the company's focus on bitcoin mining even if analysts have determined it unsuitable for AI, Bernstein said in a report on Friday.

伯恩斯坦在周五的一份報告中表示，Iris Energy 位於德州 Childress 的工廠非常適合該公司專注於比特幣挖礦，即使分析師認為該工廠不適合人工智慧。

Culper's report had also flagged the high capital expenditure required to pivot to AI and HPC, a claim that Bernstein disputes for bitcoin mining. The broker said that Iris Energy's current $1 million/megawatt capital expenditure metric is a reflection of bitcoin mining capex, and comparing it to AI/HPC capex is not meaningful.

卡爾珀的報告也指出轉向人工智慧和高效能運算所需的高資本支出，伯恩斯坦對比特幣挖礦的說法提出了異議。該經紀人表示，Iris Energy 目前 100 萬美元/兆瓦的資本支出指標反映了比特幣挖礦資本支出，將其與 AI/HPC 資本支出進行比較沒有意義。

Partior, a blockchain payment joint venture of banking giants JPMorgan (JPM), DBS and Standard Chartered (STAN), has raised $60 million in Series B funding, the company announced on Friday. The investment was led by Peak XV Partners with contributions from Valor Capital Group and Jump Trading Group. Partior aims to establish unified blockchain-based interbank payment rails for instant clearing and settlement.

Partior 是銀行巨頭摩根大通 (JPM)、星展銀行和渣打銀行 (STAN) 的區塊鏈支付合資企業，該公司週五宣布，已在 B 輪融資中籌集了 6000 萬美元。該投資由 Peak XV Partners 領投，Valor Capital Group 和 Jump Trading Group 出資。 Partior旨在建立基於區塊鏈的統一銀行間支付軌道，以實現即時清算和結算。

Utilizing blockchain-based technology to expedite such banking processes is now fairly commonplace. For instance, JPMorgan's Onyx network has settled hundreds of billions of dollars of transactions since going live a few years ago. Last month, Fidelity used Onyx to tokenize shares in a money market fund.

利用基於區塊鏈的技術來加快此類銀行流程現在相當普遍。例如，摩根大通的 Onyx 網路自幾年前上線以來已結算了數千億美元的交易。上個月，富達利用 Onyx 對貨幣市場基金的股票進行代幣化。

Partior's platform is being designed to support a wide range of payment flows, including cross-border remittances, bulk payments and high-value interbank fund transfers. The company also plans to integrate tokenized assets and central bank digital currencies (CBDCs) into its payment rails.

Partior 的平台旨在支援廣泛的支付流程，包括跨境匯款、批量支付和大額銀行間資金轉帳。該公司還計劃將代幣化資產和央行數位貨幣（CBDC）整合到其支付軌道中。