加密市場已經有些穩定

由Omkar Godbole（除非另有說明）

Top Headlines

頭條新聞

The crypto market has seen some stabilization following comments from Commerce Minister Howard Lutnick, who said President Donald Trump could announce on Wednesday a pathway for tariff relief on Canadian and Mexican imports covered by NAFTA. This news, reported by Bloomberg, has helped BTC bounce to nearly $90K, with the total crypto market cap rising to the $2.9 trillion mark.

在商務部長霍華德·盧特尼克（Howard Lutnick）的評論之後，加密貨幣市場已經穩定了，他說唐納德·特朗普總統週三可以宣布，北美自由貿易協定涵蓋的加拿大和墨西哥進口商品徵收關稅的途徑。彭博社報導的這一消息已幫助BTC反彈至近90,000美元，總加密市政上限上升至2.9萬億美元。

The recovery could extend further as the recent trade war fears and market volatility have reignited bets on Federal Reserve (Fed) rate cuts. According to CME's FedWatch tool, the market is now pricing in at least three rate cuts for this year, while the 10-year Treasury yield has retreated to 4.15%, down from 4.80% at the time of Trump's inauguration.

隨著最近貿易戰的恐懼和市場波動重新點燃美聯儲（美聯儲）降低速度的賭注，這種複蘇可能會進一步延伸。根據CME的FedWatch工具的數據，該市場現在至少以今年的至少降低3稅率，而10年的財政收益率撤退到4.15％，低於特朗普就職時的4.80％。

Furthermore, Germany's decision to abandon its fiscal constraints has led to soaring bond yields, prompting a sell-off in the dollar index that could encourage risk-taking in the market.

此外，德國放棄其財政限制的決定導致了債券收益率飆升，促使美元指數的拋售可能鼓勵市場上的冒險。

As a result, there is a chance that bitcoin may revisit its weekend high of $95,000, particularly as technical charts indicate signs of seller exhaustion.

結果，比特幣有可能會重新審視其95,000美元的周末高點，尤其是技術圖表表明賣方耗盡的跡象。

However, worsening growth concerns might limit these gains. Just two days ago, the Atlanta Fed's GDP forecast turned negative at -2.8%, raising fears of stagflation, as noted by Singapore-based QCP Capital. The firm highlighted the importance of monitoring corporate yield spreads—both high-yield and investment-grade bonds—in relation to U.S. Treasury yields for signs of market stress. "While this isn't signaling panic right now, it's a trend worth monitoring closely," QCP said in a Telegram broadcast.

但是，增長問題的惡化可能會限制這些收益。就在兩天前，亞特蘭大美聯儲的GDP預測呈-2.8％，這引起了人們對散落的擔憂，正如新加坡QCP Capital所指出的那樣。該公司強調了監測公司收益率差的重要性（包括高收益級和投資級債券），與美國財政收益率有關市場壓力的跡象。 QCP在電報廣播中說：“雖然這還不信號恐慌，但這是值得密切監視的趨勢。”

An important consideration is how much of the decline in the 10-year yield and the weakness in the dollar can be attributed to traders adjusting their expectations about U.S. economic exceptionalism, which was largely based on Biden era's fiscal splurge. Given the rise of ETFs and Trump's pro-crypto stance, bitcoin has become more of a U.S. play, and a shift in the U.S. exceptionalism narrative could lead to BTC volatility.

一個重要的考慮因素是，10年收益率的下降和美元弱點的下降可以歸因於交易者調整他們對美國經濟異常主義的期望，這在很大程度上是基於拜登時代的財政揮霍。鑑於ETF和特朗普的親克賴特托立場的興起，比特幣已經成為美國的戲劇，而美國的異常主義敘事的轉變可能會導致BTC的波動。

JPMorgan, however, foresees strengthening of the U.S. exceptionalism narrative under Trump's Presidency.

然而，摩根大通預計在特朗普總統任期下，加強了美國例外主義的敘事。

All of this means that Wednesday's U.S. ISM non-manufacturing (services) PMI and Friday's nonfarm payrolls could significantly influence the crypto markets.

所有這些都意味著，星期三的美國ISM非製造（服務）PMI和周五的非農業工資可能會極大地影響加密貨幣市場。

There are also rumors that President Trump will unveil the crypto reserve strategy at the White House Crypto Summit this Friday. With Trump having made considerable promises, the markets will be watching closely to see if he delivers; otherwise, there could be further turmoil ahead. Stay alert!

也有傳言說，特朗普總統將在本週五的白宮加密峰會上推出加密儲備策略。由於特朗普做出了巨大的諾言，市場將密切關注他是否提供。否則，可能會有進一步的動盪。保持警覺！

Token Events

令牌事件

Keep an eye out for the upcoming XVG token events:

請留意即將舉行的XVG代幣活動：

Chainlink (LINK) Smart Contract: Decoding the Potential

鍊鍊接（鏈接）智能合約：解碼潛力

The introduction of Chainlink Smart Contract, a product focusing on the integration of external data into blockchain networks, is a significant development. Chainlink, a leading decentralized oracle network, has been instrumental in facilitating the connection between smart contracts and real-world data.

引入ChainLink Smart Contract是一種重點，該合同是將外部數據集成到區塊鍊網絡中的產品，這是一個重大發展。領先的分散甲骨文網絡ChainLink在促進智能合約與現實世界數據之間的聯繫方面發揮了作用。

In essence, Chainlink Smart Contract aims to enable seamless integration of diverse data formats and types, ranging from macroeconomic indicators and financial data to social media trends and Internet of Things (IoT) devices. This integration will be crucial for expanding the capabilities of blockchain technology and enabling the development of more sophisticated and useful applications.

從本質上講，ChainLink Smart合同旨在使各種數據格式和類型的無縫集成，從宏觀經濟指標和財務數據到社交媒體趨勢和物聯網（IoT）設備。這種集成對於擴大區塊鏈技術的能力和實現更複雜和有用的應用程序的開發至關重要。

The initiative is currently in beta and available in the PoC (Proof of Concept) stage, focusing on use cases like DeFi and Web3. The service is designed to be pay-per-use, ensuring that users only pay for the data they consume.

該計劃目前正在Beta中，並在POC（概念證明）階段可用，重點介紹了DEFI和WEB3等用例。該服務旨在每次使用付費，以確保用戶僅支付他們消耗的數據。

The integration of external data is a critical aspect of expanding the utility of blockchain technology. Chainlink's efforts in this domain are noteworthy, and the launch of Chainlink Smart Contract could have a considerable impact on the industry.

外部數據的集成是擴展區塊鏈技術實用性的關鍵方面。 Chainlink在該領域的努力值得注意，而Chainlink Smart合同的啟動可能會對該行業產生重大影響。

Conferences

會議

The Block's upcoming crypto conference, set for November 9-10 in New York City, is now open for registration. The event will feature insightful conversations with crypto leaders and founders, offering valuable perspectives on the industry's future.

該街區即將舉行的加密會議將於11月9日至10日在紐約市舉行，現已開放供註冊。該活動將與加密領導者和創始人進行有見地的對話，為行業的未來提供寶貴的觀點。

Join the discussion and register today:

加入討論並立即註冊：

The Block’s Terminal is a professional-grade crypto market data platform that provides real-time and historical data, technical analysis, and news coverage. It's designed for traders, investors, and researchers who need a deep understanding of the crypto markets.

該塊的終端是一個專業級的加密市場數據平台，可提供實時和歷史數據，技術分析和新聞報導。它專為需要對加密市場有深刻了解的貿易商，投資者和研究人員而設計。

Get a free trial of Terminal and experience the difference:

獲得終端的免費試驗並體驗區別：

Token Talk

代幣談話

In a recent interview, billionaire investor Paul Touりで思いつきました, the chairman of the hedge fund Renaissance Technologies, expressed skepticism towards cryptocurrencies, highlighting the potential for a "scam" and suggesting that the technology might not be groundbreaking enough.

在最近的一次採訪中，億萬富翁投資者保羅·托（Paul Tou）提出了對沖基金文藝復興技術主席的想法，對加密貨幣表示懷疑，強調了“騙局”的潛力，並暗示該技術可能沒有足夠的開創性。

Touりで思いつきました, a renowned mathematician who founded a firm that has generated astronomical returns over decades with its sophisticated quantitative models, questioned the essence of crypto, stating, "What is

我想出了一個著名的數學家，他創立了一家公司，該公司數十年來通過其複雜的定量模型產生了天文回報，並質疑加密貨幣的本質，說：“什麼是什麼