Tezos 聯合創始人在 CNBC 的“Squawk Box”節目中剖析了比特幣減半後的飆升

2024 年 4 月 22 日，Tezos 區塊鏈聯合創始人 Kathleen Breitman 與 CNBC 的 Joe Kernen 討論了比特幣減半後的市場行為。她強調了意外的購買激增、現貨比特幣 ETF 的影響以及迷因在市場波動中的作用。 Breitman 強調比特幣的安全預算獨立於安全性，並指出 Runes 協議活動導致的交易費用激增。她承認市場的複雜性，並預測價格可能會上漲，並將其歸因於散戶投資者的預期，儘管減半的影響可能已被定價。

Tezos Co-Founder Kathleen Breitman Analyzes Bitcoin Market Dynamics Post-Halving on CNBC's "Squawk Box"

Tezos 聯合創始人 Kathleen Breitman 在 CNBC 的「Squawk Box」節目中分析了減半後的比特幣市場動態

On April 22, 2024, Kathleen Breitman, the esteemed co-founder of Tezos Blockchain, graced the set of CNBC's "Squawk Box" to engage in a comprehensive discussion with co-anchor Joe Kernen regarding the Bitcoin market's post-halving trajectory.

2024 年4 月22 日，受人尊敬的Tezos 區塊鏈聯合創始人Kathleen Breitman 出現在CNBC 的“Squawk Box”節目中，與聯合主持人Joe Kernen 就比特幣市場減半後的軌跡進行了全面討論。

Historical Context: Bitcoin Halving Unveiled

歷史背景：比特幣減半揭曉

On April 20, 2024, Bitcoin underwent its highly anticipated fourth halving, an event that marked a pivotal juncture in the cryptocurrency's history. This algorithmic adjustment halved the block reward for Bitcoin miners, reducing the issuance of new Bitcoins by 50%.

2024 年 4 月 20 日，比特幣經歷了備受期待的第四次減半，這一事件標誌著加密貨幣歷史上的關鍵時刻。這次演算法調整將比特幣礦工的區塊獎勵減半，新比特幣的發行量減少了50%。

Breitman's Market Observations

布萊特曼的市場觀察

Breitman expressed mild astonishment at the robust buying pressure that characterized the Bitcoin market following the halving. She noted that despite the event's well-publicized nature, a noticeable pullback preceded its occurrence.

布萊特曼對減半後比特幣市場強勁的購買壓力表示了輕微的驚訝。她指出，儘管該事件廣為人知，但在其發生之前卻出現了明顯的回調。

Influence of Spot Bitcoin ETFs

現貨比特幣 ETF 的影響

Breitman delved into the impact of the spot Bitcoin exchange-traded funds (ETFs) that launched in the United States on January 11, 2024. She posited that these instruments have rendered the acquisition of Bitcoin more challenging due to heightened demand.

Breitman 深入研究了 2024 年 1 月 11 日在美國推出的現貨比特幣交易所交易基金 (ETF) 的影響。

The Power of Memes and Sentiment

迷因和情感的力量

Breitman emphasized the profound influence of memes and prevailing market sentiments on the behavior of the Bitcoin market. She asserted that these factors often instigate price fluctuations.

布萊特曼強調了迷因和普遍的市場情緒對比特幣市場行為的深遠影響。她斷言，這些因素往往會引發價格波動。

Security Budget and Transaction Fees

安全預算和交易費用

Breitman elucidated the concept of Bitcoin's security budget, which represents the quantity of Bitcoin released per block. She clarified that this budget is independent of the actual security provided. With the halving, the block reward was diminished, prompting a surge in transaction fees, particularly due to activities associated with the Runes protocol, which Breitman described as an initiative that integrates meme coins into the Bitcoin network. She indicated that this phenomenon partly offset the decline in block rewards.

Breitman闡述了比特幣安全預算的概念，它代表每個區塊釋放的比特幣數量。她澄清說，該預算與所提供的實際安全無關。隨著減半，區塊獎勵減少，導致交易費用激增，特別是由於與符文協議相關的活動，布萊特曼將其描述為將模因幣整合到比特幣網路中的一項舉措。她表示，這種現象部分抵消了區塊獎勵的下降。

Market Sophistication and Future Predictions

市場複雜度與未來預測

Breitman acknowledged the increasing sophistication of the Bitcoin market, marked by a greater influx of informed participants. She expressed her belief that while retail investors' expectations of price appreciation may continue to drive Bitcoin's upward trajectory, the market should have already factored in the halving's effects.

布萊特曼承認，比特幣市場日益複雜，其特徵是更多知情參與者的湧入。她表示，儘管散戶對價格上漲的預期可能會繼續推動比特幣的上漲軌跡，但市場應該已經考慮到了減半的影響。

Current Market Conditions

目前的市場狀況

At the time of writing (3:05 p.m. UTC on April 22), Bitcoin was trading at $65,900, exhibiting a 1.46% gain over the preceding 24-hour period.

截至撰寫本文時（世界標準時間 4 月 22 日下午 3:05），比特幣交易價格為 65,900 美元，較前 24 小時上漲 1.46%。

Conclusion

結論

Breitman's insightful analysis of the Bitcoin market post-halving provided valuable insights into the dynamics shaping this volatile and ever-evolving asset class. Her perspectives highlight the multifaceted nature of Bitcoin's price movements and underscore the significance of understanding the interplay between market fundamentals, psychological factors, and technological advancements.

布雷特曼對減半後比特幣市場的深刻分析為塑造這個不穩定且不斷發展的資產類別的動態提供了寶貴的見解。她的觀點強調了比特幣價格走勢的多面性，並強調了理解市場基本面、心理因素和技術進步之間相互作用的重要性。