比特币从 6 万美元回落

2024 年 7 月 12 日加密货币市场的最新价格走势。

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.

比特币（BTC）周四从 60,000 美元阻力位回落，过去 24 小时内下跌 2.4%。在美国报告消费者价格四年来首次下降后，全球最大的加密货币周四攀升至 59,000 美元以上，这一进展预示着美联储降息的前景。但尽管有积极的宏观消息，比特币仍未能维持持续上涨，这表明未来价格还会进一步疲软。

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 指数（CD20）下跌 2.3%。主要涨幅者中，比特币现金在过去 24 小时内上涨 0.4%，而 Stellar 的 XLM 则下跌 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.

比特币最近未能维持涨势，预示着近期价格进一步上涨。在美国积极的通胀数据推动下，比特币于周四升至 59,000 美元以上，随后从 60,000 美元的阻力位回落，过去 24 小时内下跌了 2.4%。尽管宏观消息利好，但价格疲软表明加密货币存在更大的下行风险。

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 周三发布的一份卖空报告指出，该网站作为人工智能和高性能计算 (HPC) 用途的潜在中心存在缺陷，之后 IREN 股价下跌近 14%。以 Gautam Chhugani 为首的 Bernstein 分析师在报告中写道：“Iris Energy 并未声称打算将其位于 Childress 的比特币挖矿站点改造为人工智能。”该经纪人估计该公司 65% 的价值来自比特币挖矿，其余 35% 来自人工智能/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报告中表示，Iris Energy 位于德克萨斯州 Childress 的工厂非常适合该公司专注于比特币挖矿，即使分析师认为该工厂不适合人工智能。

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.

卡尔珀的报告还指出转向人工智能和高性能计算所需的高资本支出，伯恩斯坦对比特币挖矿的这一说法提出了异议。该经纪人表示，Iris Energy 目前 100 万美元/兆瓦的资本支出指标反映了比特币挖矿资本支出，将其与 AI/HPC 资本支出进行比较没有意义。

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 是银行巨头摩根大通 (JPM)、星展银行和渣打银行 (STAN) 的区块链支付合资企业，该公司周五宣布，已在 B 轮融资中筹集了 6000 万美元。该投资由 Peak XV Partners 领投，Valor Capital Group 和 Jump Trading Group 出资。 Partior旨在建立基于区块链的统一银行间支付轨道，以实现即时清算和结算。

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.

利用基于区块链的技术来加快此类银行流程现在相当普遍。例如，摩根大通的 Onyx 网络自几年前上线以来已结算了数千亿美元的交易。上个月，富达利用 Onyx 对货币市场基金的股票进行代币化。

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 的平台旨在支持广泛的支付流程，包括跨境汇款、批量支付和大额银行间资金转账。该公司还计划将代币化资产和央行数字货币（CBDC）整合到其支付轨道中。