|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
在特朗普历史性连任后的几天里,比特币迅速创下了多个历史新高。截至周五中午,该资产交易价格为 76,336 美元
This is a published version of our weekly Forbes Crypto Confidential newsletter. Sign up to get Crypto Confidential as soon as it is published free in your inbox here.
这是我们每周《福布斯加密货币机密》时事通讯的发布版本。一旦 Crypto Confidential 在您的收件箱中免费发布,请立即注册并获取它。
Trump's win sent crypto flying.
特朗普的胜利让加密货币飞速发展。
Bitcoin Soars Following Big Trump Win
特朗普大胜后比特币飙升
Bitcoin quickly set multiple all-time highs in the days following Trump’s historic reelection. As of mid-day Friday, the asset is trading at $76,336, good for an 11% gain this week. The sudden surge arrested a sluggish pattern for the asset, which had been in a slow decline since March when the euphoria from the launch of the spot bitcoin ETFs initially wore off. The asset is currently in uncharted territory, as it had run up against a wall around $72,000 multiple times in recent years but could not break through.
在特朗普历史性连任后的几天里,比特币迅速创下了多个历史新高。截至周五中午,该资产交易价格为 76,336 美元,本周有望上涨 11%。突然的飙升阻止了该资产的低迷模式,自 3 月份推出现货比特币 ETF 带来的兴奋最初消退以来,该资产一直在缓慢下降。该资产目前处于未知领域,近年来多次触及 72,000 美元左右的高位,但未能突破。
Bitcoin’s surge also drove up the rest of the market. Major cryptos Solana and Ethereum are up 25% and 20%, respectively, on the week, and the entire crypto market cap is up 12.6%. Solana’s jump is particularly noteworthy because of expectations that the Securities and Exchange Commission will now approve spot Solana ETFs to trade alongside similar products for Bitcoin and Ethereum once Trump replaces crypto skeptic Gary Gensler as the regulator’s chairman with a more friendly face to the industry.
比特币的飙升也带动了市场的其他部分。主要加密货币 Solana 和以太坊本周分别上涨 25% 和 20%,整个加密货币市值上涨 12.6%。 Solana 的涨幅尤其值得注意,因为一旦特朗普以对行业更加友好的态度取代加密货币怀疑论者加里·詹斯勒 (Gary Gensler) 担任监管机构主席,美国证券交易委员会 (Securities and Exchange Commission) 将批准现货 Solana ETF 与类似产品一起进行比特币和以太坊交易。
Polymarket Passes A Big Test
Polymarket 通过了一次大考验
While polls leading up to the election on November 5 consistently predicted a coin flip, prediction markets such as Polymarket expected a strong Trump victory. In the campaign’s closing weeks, Trump's odds surged as high as 67% as more than $3.68 billion in bets was placed on the election. Questions remain about the accuracy and honesty of these markets–Polymarket was rife with accusations of wash trading and a few large traders causing large movements in the odds–but its prediction metrics were ubiquitous across financial and traditional media as the country eagerly rode the “poller coaster” in the runup to the election. Additionally, now that a federal judge has allowed prediction market operators such as Polymarket competitor Kalshi to target U.S. citizens, expect prediction markets to remain a key part of electoral discourse moving forward.
虽然 11 月 5 日大选前的民意调查一致预测硬币会翻转,但 Polymarket 等预测市场预计特朗普将大获全胜。在竞选活动的最后几周,特朗普的胜算飙升至 67%,对选举的投注超过 36.8 亿美元。关于这些市场的准确性和诚实性的问题仍然存在——Polymarket 充斥着清洗交易的指控,以及一些大型交易商导致赔率大幅波动——但随着国家热切地利用“民意调查”,其预测指标在金融和传统媒体上无处不在。选举前夕的“过山车”。此外,既然联邦法官已经允许 Polymarket 竞争对手 Kalshi 等预测市场运营商以美国公民为目标,预计预测市场仍将是未来选举讨论的关键部分。
With the big presidential election bet now resolved, the biggest political betting pool remaining is who will win the popular vote ($619 million in volume). The pool is now giving Trump a 100% certainty, but through most of election day betters were only giving him a 28% chance of getting more votes than Harris. Other major pools look at who will win the Super Bowl in February ($705 million) and Champions League next May ($352 million).
随着总统选举的大赌注现已解决,剩下的最大政治赌注是谁将赢得普选(金额为 6.19 亿美元)。现在,特朗普有 100% 的确定性,但在选举日的大部分时间里,更好的人只给了他 28% 的机会比哈里斯获得更多选票。其他主要彩池着眼于谁将赢得 2 月份的超级碗(7.05 亿美元)和明年 5 月的冠军联赛(3.52 亿美元)。
Sources: Forbes Digital Assets, CoinGecko. Prices as of 1 p.m. on November 8, 2024.
资料来源:福布斯数字资产、CoinGecko。价格截至 2024 年 11 月 8 日下午 1 点。
Crypto Lobbyists Take A Bow
加密货币游说者鞠躬
Crypto was a big winner in this week’s election in more ways than one. Aside from bringing a crypto-friend into the White House, crypto firms, investors and luminaries such as Coinbase, Ripple, Andreessen Horowitz, the Winklevoss twins and Kraken founder Jesse Powell, raised more than $200 million in this election cycle for a pro-crypto PAC called Fairshake, of which it spent more than $170 million on down-ballot candidates.
加密货币在本周的选举中从多个方面成为大赢家。除了将一位加密货币朋友带入白宫之外,Coinbase、Ripple、Andreessen Horowitz、Winklevoss 双胞胎和 Kraken 创始人 Jesse Powell 等加密货币公司、投资者和名人在本次选举周期中还为加密货币筹集了超过 2 亿美元。 PAC 称为 Fairshake,它在下选候选人上花费了超过 1.7 亿美元。
The money went to good use, as it spent more than $40 million to unseat Senator Sherrod Brown (D-OH), who chairs the Senate Banking Committee and is a major impediment to any pro-crypto legislation being passed, with Bernie Moreno. But Fairshake did not just support Republicans. It supported Democratic senate candidates Elisa Slotkin (MI) and Ruben Gallego (AZ). At the time of this writing Slotkin has been named the winner of her race, while Gallego is leading against Kari Lake in Arizona, but the final result has not been called yet.
这笔钱得到了很好的利用,因为它花费了超过 4000 万美元罢免了参议院银行委员会主席谢罗德·布朗 (D-OH) 参议员,他与伯尼·莫雷诺一起是任何支持加密货币立法通过的主要障碍。但费尔沙克不仅仅支持共和党。它支持民主党参议员候选人埃莉萨·斯洛特金(Elisa Slotkin)(密歇根州)和鲁本·加莱戈(Ruben Gallego)(亚利桑那州)。截至撰写本文时,斯洛特金已被评为比赛获胜者,而加列戈在亚利桑那州的卡里湖比赛中领先,但最终结果尚未公布。
Regardless, crypto made its voice heard this election cycle. In a post on X on November 6, Coinbase CEO Brian Armstrong wrote “This next congress will be the most pro-crypto congress ever. “
无论如何,加密货币在这个选举周期中发出了自己的声音。在 11 月 6 日 X 上的一篇帖子中,Coinbase 首席执行官布莱恩·阿姆斯特朗 (Brian Armstrong) 写道:“下一次大会将是有史以来最支持加密货币的大会。 “
Elsewhere
别处
Republicans Look Set To Win House, Clinching Electoral Sweep Of Congress And White House [CoinDesk]
共和党人有望赢得众议院,赢得国会和白宫的选举 [CoinDesk]
Crypto Super PAC Amasses $78 Million...For 2026 Midterm Elections [Wall Street Journal]
Crypto Super PAC 筹集 7800 万美元......用于 2026 年中期选举 [华尔街日报]
Crypto’s $135 Million Campaign Is Undefeated In 48 Races So Far [Bloomberg]
迄今为止,加密货币 1.35 亿美元的竞选活动在 48 场比赛中未尝败绩 [彭博社]
免责声明:info@kdj.com
所提供的信息并非交易建议。根据本文提供的信息进行的任何投资,kdj.com不承担任何责任。加密货币具有高波动性,强烈建议您深入研究后,谨慎投资!
如您认为本网站上使用的内容侵犯了您的版权,请立即联系我们(info@kdj.com),我们将及时删除。