Tezos 联合创始人在 CNBC 的“Squawk Box”节目中剖析了比特币减半后的飙升

2024 年 4 月 22 日，Tezos 区块链联合创始人 Kathleen Breitman 与 CNBC 的 Joe Kernen 讨论了比特币减半后的市场行为。她强调了意外的购买激增、现货比特币 ETF 的影响以及迷因在市场波动中的作用。 Breitman 强调比特币的安全预算独立于安全性，并指出 Runes 协议活动导致的交易费用激增。她承认市场的复杂性，并预测价格可能上涨，并将其归因于散户投资者的预期，尽管减半的影响可能已被定价。

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

Tezos 联合创始人 Kathleen Breitman 在 CNBC 的“Squawk Box”节目中分析了减半后的比特币市场动态

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 区块链联合创始人 Kathleen Breitman 出现在 CNBC 的“Squawk Box”节目中，与联合主持人 Joe Kernen 就比特币市场减半后的轨迹进行了全面讨论。

Historical Context: Bitcoin Halving Unveiled

历史背景：比特币减半揭晓

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，比特币经历了备受期待的第四次减半，这一事件标志着加密货币历史上的一个关键时刻。此次算法调整将比特币矿工的区块奖励减半，新比特币的发行量减少了50%。

Breitman's Market Observations

布莱特曼的市场观察

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.

布莱特曼对减半后比特币市场强劲的购买压力表示了轻微的惊讶。她指出，尽管该事件广为人知，但在其发生之前却出现了明显的回调。

Influence of Spot Bitcoin ETFs

现货比特币 ETF 的影响

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 日在美国推出的现货比特币交易所交易基金 (ETF) 的影响。她认为，由于需求增加，这些工具使购买比特币变得更具挑战性。

The Power of Memes and Sentiment

模因和情感的力量

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.

布莱特曼强调了迷因和普遍的市场情绪对比特币市场行为的深远影响。她断言，这些因素往往会引发价格波动。

Security Budget and Transaction Fees

安全预算和交易费用

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阐述了比特币安全预算的概念，它代表每个区块释放的比特币数量。她澄清说，该预算与所提供的实际安全无关。随着减半，区块奖励减少，导致交易费用激增，特别是由于与符文协议相关的活动，布莱特曼将其描述为将模因币集成到比特币网络中的一项举措。她表示，这种现象部分抵消了区块奖励的下降。

Market Sophistication and Future Predictions

市场复杂度和未来预测

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.

布莱特曼承认，比特币市场日益复杂，其特点是更多知情参与者的涌入。她表示，尽管散户投资者对价格上涨的预期可能会继续推动比特币的上涨轨迹，但市场应该已经考虑到了减半的影响。

Current Market Conditions

目前的市场状况

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.

截至撰写本文时（世界标准时间 4 月 22 日下午 3:05），比特币交易价格为 65,900 美元，较前 24 小时上涨 1.46%。

Conclusion

结论

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.

布雷特曼对减半后比特币市场的深刻分析为塑造这一不稳定且不断发展的资产类别的动态提供了宝贵的见解。她的观点强调了比特币价格走势的多面性，并强调了理解市场基本面、心理因素和技术进步之间相互作用的重要性。