加密市场已经有些稳定

由Omkar Godbole（除非另有说明）

Top Headlines

头条新闻

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.

在商务部长霍华德·卢特尼克（Howard Lutnick）的评论之后，加密货币市场已经稳定了，他说唐纳德·特朗普总统周三可以宣布，北美自由贸易协定涵盖的加拿大和墨西哥进口商品征收关税的途径。彭博社报道的这一消息已帮助BTC反弹至近90,000美元，总加密市政上限上升至2.9万亿美元。

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.

随着最近贸易战的恐惧和市场波动重新点燃美联储（美联储）降低速度的赌注，这种复苏可能会进一步延伸。根据CME的FedWatch工具的数据，该市场现在至少以今年的至少降低3税率，而10年的财政收益率撤退到4.15％，低于特朗普就职时的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，德国放弃其财政限制的决定导致了债券收益率飙升，促使美元指数的抛售可能鼓励市场上的冒险。

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.

结果，比特币有可能会重新审视其95,000美元的周末高点，尤其是技术图表表明卖方耗尽的迹象。

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，增长问题的恶化可能会限制这些收益。就在两天前，亚特兰大美联储的GDP预测呈-2.8％，这引起了人们对散落的担忧，正如新加坡QCP Capital所指出的那样。该公司强调了监测公司收益率差的重要性（包括高收益级和投资级债券），与美国财政收益率有关市场压力的迹象。 QCP在电报广播中说：“虽然这还不信号恐慌，但这是值得密切监视的趋势。”

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.

一个重要的考虑因素是，10年收益率的下降和美元弱点的下降可以归因于交易者调整他们对美国经济异常主义的期望，这在很大程度上是基于拜登时代的财政挥霍。鉴于ETF和特朗普的亲克赖特托立场的兴起，比特币已经成为美国的戏剧，而美国的异常主义叙事的转变可能会导致BTC的波动。

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

然而，摩根大通预计在特朗普总统任期下，加强了美国例外主义的叙事。

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.

所有这些都意味着，星期三的美国ISM非制造（服务）PMI和周五的非农业工资可能会极大地影响加密货币市场。

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!

也有传言说，特朗普总统将在本周五的白宫加密峰会上推出加密储备策略。由于特朗普做出了巨大的诺言，市场将密切关注他是否提供。否则，可能会有进一步的动荡。保持警觉！

Token Events

令牌事件

Keep an eye out for the upcoming XVG token events:

请留意即将举行的XVG代币活动：

Chainlink (LINK) Smart Contract: Decoding the Potential

链链接（链接）智能合约：解码潜力

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是一种重点，该合同是将外部数据集成到区块链网络中的产品，这是一个重大发展。领先的分散甲骨文网络ChainLink在促进智能合约与现实世界数据之间的联系方面发挥了作用。

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.

从本质上讲，ChainLink Smart合同旨在使各种数据格式和类型的无缝集成，从宏观经济指标和财务数据到社交媒体趋势和物联网（IoT）设备。这种集成对于扩大区块链技术的能力和实现更复杂和有用的应用程序的开发至关重要。

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.

该计划目前正在Beta中，并在POC（概念证明）阶段可用，重点介绍了DEFI和WEB3等用例。该服务旨在每次使用付费，以确保用户仅支付他们消耗的数据。

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.

外部数据的集成是扩展区块链技术实用性的关键方面。 Chainlink在该领域的努力值得注意，而Chainlink Smart合同的启动可能会对该行业产生重大影响。

Conferences

会议

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.

该街区即将举行的加密会议将于11月9日至10日在纽约市举行，现已开放供注册。该活动将与加密领导者和创始人进行有见地的对话，为行业的未来提供宝贵的观点。

Join the discussion and register today:

加入讨论并立即注册：

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.

该块的终端是一个专业级的加密市场数据平台，可提供实时和历史数据，技术分析和新闻报道。它专为需要对加密市场有深刻了解的贸易商，投资者和研究人员而设计。

Get a free trial of Terminal and experience the difference:

获得终端的免费试验并体验区别：

Token Talk

代币谈话

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.

在最近的一次采访中，亿万富翁投资者保罗·托（Paul Tou）提出了对冲基金文艺复兴技术主席的想法，对加密货币表示怀疑，强调了“骗局”的潜力，并暗示该技术可能没有足够的开创性。

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

我想出了一个著名的数学家，他创立了一家公司，该公司数十年来通过其复杂的定量模型产生了天文回报，并质疑加密货币的本质，说：“什么是什么