达沃斯辩论：端到端加密与公共安全 | 观点

Dow Jones Industrial Average and the S&P 500 opened lower as U.S. stocks slipped again on Tuesday, May 6 amid ongoing tariff uncertainty. S&P 500 slid 0.8%, while Dow Jones Industrial Average futures dropped more than 300 points, or roughly 0.6%. Meanwhile, the Nasdaq Composite shed over 1.1% to lead the early losses for stocks, after a notable dump for futures. The shares of Nvidia, Meta Platforms and Tesla all opened more than 1% lower. Also down after premarket struggles were shares of Goldman Sachs, Lucid and Palantir. The lackluster performance comes as the market awaits the Federal Reserve meeting, which starts on Tuesday. Also in investor sights is the existing tariffs scenario, with President Donald Trump’s remarks as well as views on interest rates crucial.  It is amid this outlook that Paul Tudor Jones, a billionaire hedge-fund manager, believes the stock market could yet dip further. The billionaire investor told CNBC’s ‘Squawk Box’ that this is likely even if Trump ends up toning down the aggressive tariffs approach towards China. “For me, it’s pretty clear. You have Trump who’s locked in on tariffs. You have the Fed who’s locked in on not cutting rates. That’s not good for the stock market…We’ll probably go down to new lows, even when Trump dials back China to 50%,” Jones noted. You might also like:Stocks rally as Trump backtracks on China: Tariffs will ‘come down substantially’ Jones’ remarks about the Fed comes ahead of the central bank’s rate decision expected on Wednesday, May 7. Consensus is largely on Fed keeping its interest rates unchanged. Expectations for June means investors will pay close attention to comments from Fed chair Jerome Powell. Key will be the experts’ take on the economy and the trade war situation. The recent economic data will be key but so is the tariffs offensive against China.  Notably, Trump added to the trade war conversation with another threat of additional tariffs against pharmaceuticals. Earlier, it was the 100% tariffs on foreign media that had stocks such as Netflix and Disney slumping amid downside pressure for the Dow and S&P 500. As well as the overall market performance on the day, investors will be alert to earnings releases, with spotlight on AMD, Super Micro and electric vehicle maker Rivian. Across the market, traders will also be watching market reaction for Bitcoin (BTC). You might also like:If the Fed prints more money, what’s at stake for Bitcoin?

Bittensor price has recently broken out of a long-standing falling wedge pattern, gaining over 70% in the past month. While bullish momentum has cooled slightly, the uptrend remains intact, with the next target set around $420. Bittensor (TAO) is up over 70% in the past month, currently trading around $369. The Bittensor rally began on April 7, when TAO price bounced off the lower trendline of a long-standing falling wedge pattern near $180, accompanied by a spike in volume. After a brief pullback in mid-April, the rally resumed, fueled by the quiet launch of the Bittensor Liquid Fund by Unsupervised Capital on April 16. Today I’m proud to announce Unsupervised Capital — a liquid token fund dedicated to Bittensor.At a moment when conviction feels scarce across crypto, I’ve never felt more clarity or confidence about a single thesis: Bittensor.I’m launching this with my longtime friend… pic.twitter.com/BZB7XIbDdC— Sami Kassab (@Old_Samster) April 16, 2025 Bullish momentum kept building throughout April. Around April 20, the 20-day EMA crossed above the 50-day SMA—a bullish signal. On April 22, TAO also broke out above the wedge’s upper resistance trendline. Since touching that trendline, TAO gained approximately 110%. Source: TradingView You might also like:News VIRTUAL price wakes up as post-breakout momentum builds, eyes $4 next Following its recent breakout, Bittensor price is now consolidating near local highs, holding firmly above horizontal support at ~$335, which aligns with the 20-day EMA ($337). While the overall price structure remains bullish, short-term momentum has cooled, with the RSI declining from overbought levels at the local top to 63 at press time. The MACD histogram is starting to printing red, signaling weakening bullish momentum. Despite this, the 20 EMA remains above the 50 SMA, reinforcing the underlying bullish trend. As long as TAO maintains support above the $335 zone, the breakout remains intact and continuation is likely. After clearing the local resistance near $390, the next—albeit weaker—barrier lies around $420, where TAO was previously rejected following a sharp leg down in early February. A decisive breakout above this level, especially on strong volume, could open the door to the next upside target in the $460–$470 range — a key horizontal cluster formed in late January and the rejection after the April 20 swing high. Apart from Bittensor, other AI-focused tokens have recently staged impressive breakouts. Virtuals Protocol (VIRTUAL) surged 60% following a breakout from a consolidation range, while Aixbt (AIXBT) delivered a 110% gain after its range breakout. You might also like:AIXBT price surges 20% as bulls eye break above $0.21 resistance

Cado 安全实验室发现针对 Windows 和 macOS 上的加密钱包的新恶意软件 Insikt 称，Crazy Evil 的功能涵盖 Windows 和 mac OS，使其在跨平台攻击用户方面具有优势，这使得该团伙具有独特的危险性。Insikt 还透露，除了其复杂的社会工程能力和跨平台能力外，Crazy Evil 的特别之处在于它明确针对加密货币持有者，使用专门设计的恶意软件来窃取钱包密钥并提取可能用于破坏钱包安全的其他信息。 为了减轻 Crazy Evil 恶意软件攻击的复杂性，鼓励用户部署端点检测和响应解决方案，主动扫描与该团伙相关的特定恶意软件家族的存在，以及进行网络监控和过滤以阻止访问由 Crazy Evil 控制的恶意域。 12 月 28 日，链上调查员 Taylor Manahan 标记了类似不良行为者的存在，他们使用虚假 Web3 求职面试等社会工程手段在受害者的设备上安装恶意软件，最终目的是窃取他们的加密钱包密钥。 阅读更多：Scam Sniffer 警告假冒影响者和 Telegram 机器人正在传播加密恶意软件

明尼阿波利斯联邦储备银行行长尼尔·卡什卡利 (Neel Kashkari) 在 CNBC 的“Squawk Box”节目中表示，在债券收益率上升和美元走弱的背景下，央行正在密切关注金融市场，以寻找有关通胀预期和投资者对美国的信心的信号。 卡什卡利表示，“很难了解背后正在发生的事情”，并指出最近的市场走势既反映了经济的不确定性，也反映了投资者情绪转向美国作为全球投资目的地。 美联储官员承认短期通胀预期可能上升，并表示央行的首要任务仍然是防止这些短期担忧影响到长期经济前景。 “我和你们一样关注着同样的市场动向，”他说，“我尤其关注债券市场，试图理解它揭示了哪些潜在的通胀动态。分析起来很复杂。” 贸易紧张局势下美元下跌引发质疑 卡什卡利还谈到了近期美元走弱的问题。鉴于全球经济面临压力时通常出现的“避险”现象，美元走弱令一些分析师感到意外。他指出，美元下跌加上债券收益率上升，可能预示着投资者对美国资产的信心正在减弱。 您可能还喜欢：美联储关键预测可能提振比特币、卡尔达诺、XRP 和其他山寨币 “如果投资者决定，‘嘿，我们想在其他地方投资’，在其他条件相同的情况下，这应该会推高收益率，”他说。“你就会看到我们所说的期限溢价。” 卡什卡利表示，近期市场波动的部分原因可能在于杠杆头寸，包括对冲基金在股市下跌期间清算资产。但更广泛的趋势表明，美国可能不再像过去那样被视为默认的投资目的地。 “我总是回归基本面，”卡什卡利说道。“为什么美国会出现贸易逆差？这是因为世界各地的投资者都视美国为最佳投资地。如果这种情况发生变化，整个方程式都会改变。” 这对加密货币市场意味着什么 从理论上讲，美元走弱和持续的通胀不确定性将重新引发人们对比特币（BTC）和其他加密货币作为替代价值存储手段的兴趣。 从历史上看，加密货币在法定货币贬值或对传统金融体系信心动摇的时期受益。如果投资者继续认为美国经济吸引力下降，数字资产可能会从寻求多元化、去中心化投资的资本流动中获益。 您可能还喜欢：美联储的“冲击”警告可能导致比特币和山寨币价格暴跌

亿万富翁迈克·诺沃格拉茨 (Mike Novogratz) 的 Galaxy Ventures Fund I LP 有望在 6 月份筹集高达 1.8 亿美元的资金，用于支持早期加密货币和区块链初创公司，重点关注支付和稳定币。 据彭博社 4 月 17 日报道，匿名人士透露，该基金的募集规模已超过最初 1.5 亿美元的目标，预计最终募集规模将在 1.75 亿至 1.8 亿美元之间。 最终交割预计将于6月底完成。银河娱乐尚未公布具体数据，其发言人也拒绝置评。 Galaxy Ventures Fund I 投资于为加密经济构建基础设施和金融工具的早期公司。其目前的投资组合包括合成美元发行商 Ethena、专注于稳定币的 DeFi 协议 M^Zero、Layer-1 区块链 Monad、资产代币化链 Plume 以及支持通过 EigenLayer 进行以太坊再抵押的 Renzo。 该基金于2024年6月首次募集，当时Galaxy Asset Management宣布已筹集1.13亿美元。当时，该公司表示，该风险基金将瞄准构建加密协议、软件和金融化应用程序的初创公司。 Galaxy 全球资产管理主管史蒂夫·库尔兹 (Steve Kurz) 在 7 月份的新闻稿中表示：“该基金将加强我们对促进数字资产领域创新的承诺，使我们能够支持有远见的初创公司，并获得对新兴技术的无与伦比的洞察力，这些技术将塑造我们的公司和金融的未来。” 您可能还喜欢：Securitize收购MG Stover基金服务部门，成为最大的数字资产基金管理公司 该基金由普通合伙人 Will Nuelle 和 Mike Giampapa 牵头，旨在建立一个约 30 项投资组合，专注于帮助机构和初创企业参与链上经济。 在该基金推出之前，Galaxy 的风险投资业务已移至其资产管理部门。尽管加密货币风险投资活动复苏缓慢，且该行业面临更广泛的阻力，但 Galaxy 的融资进展依然强劲。 In Q1 2025, U.S. crypto venture deals fell 22% year-on-year to roughly $1.3 billion, according to Pitchbook. Much of the capital has shifted to artificial intelligence, which absorbed 58% of global VC dollars during the same period. 这家分析公司2月份的一份报告凸显了市场变得多么谨慎。尽管比特币在2024年末达到了10万美元，但自2018年以来，加密货币风险投资的平均交易规模已下降近90%。 当时，PitchBook 的罗伯特·勒 (Robert Le) 表示，仅凭白皮书筹集资金的日子已经一去不复返了，如今的创始人需要“大量的牵引力或其他东西，而不是技术白皮书”。 尽管如此，Le 仍希望 2025 年出现反弹，并预计超过 180 亿美元的风险资本将流入加密货币。 阅读更多：以比特币计价的保险公司同时获得 4000 万美元风险投资