这就是 Sonic 今日上涨超过 10% 的原因

Tower Research Capital, one of three “VIP” clients named in the 2023 lawsuit against Binance by the U.S. Commodity Futures Trading Commission, is ramping up its crypto market-making efforts. Tower Research Capital, one of three “VIP” clients named in the lawsuit against Binance by the U.S. CFTC in 2023, has increased its capital allocation to its crypto trading book and upgraded its infrastructure to take on a larger role in market making on global crypto exchanges, people familiar with the matter told Bloomberg. At the heart of this renewed push is Limestone Trading, which has now become the lead vehicle for Tower’s market-making activities in the digital asset space. It also does arbitrage and spread trading across major crypto exchanges globally. You might also like:Binance.US resumes USD transactions for the first time since SEC lawsuit This development is particularly significant considering Tower’s previous scaling back of its crypto activities in response to the market turmoil that followed the collapse of FTX and Alameda Research in 2022. However, with the market stabilizing and the growing political support for cryptocurrencies, Tower is now capitalizing on the recovery. Its rival Citadel Securities is also plotting jumping back into crypto trading after Trump’s embrace of the industry. The growing institutional interest in digital assets is also evident in the mounting ETF applications, which the U.S. Securities and Exchange Commission is struggling to process, resulting in multiple delays. Despite this, the chance of approval for most of these ETFs is notably high, according to Bloomberg analysts. You might also like:Citadel eyes crypto market-making as Ken Griffin softens stance on Bitcoin

Fundstrat 研究主管汤姆·李 (Tom Lee) 表示，本周的美国就业数据和比特币 10% 的下跌可能形成市场底部。 上周末，美国总统唐纳德·特朗普宣布将建立美国加密货币储备，其中包括比特币 (BTC) 和以太坊 (ETH) 等市值最高的五种数字资产，加密货币市场出现反弹。受此消息影响，投资者在数小时内在加密货币上投入了超过 3300 亿美元。 然而，24 小时后，资金流出量超过 6000 亿美元，加密货币收回了特朗普宣布这一决定后的所有涨幅。尽管市场下跌，但李表示，到 2025 年底，比特币价格将超过 15 万美元。截至撰写本文时，BTC 交易价格低于 83,000 美元，略微回升至当日低点 81,900 美元左右。 你可能还喜欢：随着加密货币储备收益的消退，比特币重新回到 85,000 美元 比特币触底前还有更多痛苦 李在接受 CNBC 采访时预测，比特币市场最早可能在本周触底。市场底部是资产通常会反弹的水平，被视为上涨势头的跳板。 尽管李的预测是长期的，但这位支持 BTC 的投资者预计短期波动将有助于找到底部。李认为，这一周期性的触底阶段可能会导致 BTC 在 3 月份跌至 62,000 美元。 如果李的设想成真，比特币的价格将比当前价格下跌 24% 以上。此外，这一结果将使 BTC 的价格从历史最高点下跌幅度扩大至 50% 以上，成为该资产历史上最大的下跌之一，并创下四个月以来的最低水平。 根据 Fundstrat 的 Tom Lee 预测，BTC 可能下跌 24% | 资料来源：TradingView 根据历史数据，这种情况发生的概率接近50/50。2013年至2024年期间，BTC三月份收盘有六次亏损，五次转亏为盈。 一些分析师认为，由于经济不确定性，BTC 和更广泛的加密货币市场可能会受到避险情绪的影响。随着特朗普总统对加拿大、墨西哥、中国和其他国家征收关税，贸易战爆发。 李表示，本周的美国就业数据可能会缓解担忧并激发投资者信心。值得注意的是，比特币在上周核心个人消费支出数据公布后出现小幅上涨，随后再次下跌。 Read more:Bitcoin dips below $83K erasing weekend gains as Trump tariffs take effect

Nexus is building an AI R&D organization aimed at creating artificial intelligence agents that are transparent and verifiable to their users. Artificial intelligence continues to gain attention in the blockchain space, infrastructure company Nexus announced on Thursday, May 8, the launch of its dedicated AI research and development lab: the Nexus Verifiable AI Lab. The Nexus Verifiable AI Lab will work on bridging blockchain verifiability with artificial intelligence. They will focus on developing AI models that are auditable and trustworthy, with the help of zero-knowledge proofs. You might also like:Big Tech’s biggest nightmare? Decentralized AI | Opinion The primary goal is to address a growing concern with today’s large language models: their lack of transparency. Currently, users have no insight into how AI systems arrive at specific outputs, nor can they determine whether those outputs stem from machine logic or human input. AI needs to be transparent to grow: Nexus The opacity of AI systems is a particular concern in regulated industries. In industries such as healthcare, finance, etc, corporate users have to know where the training data is coming from, and how the model generates its outputs. “Modern AI systems are powerful — but opaque. We rarely know exactly what data they were trained on,  which version was deployed, or whether the output we see was actually generated by the model we tested. In regulated domains like healthcare, finance, and law, this opacity is a dealbreaker,”Nexuswrote Nexus’s efforts showcase the growing convergence between AI and blockchain technologies. In particular, blockchain systems can provide the transparency and open-source nature that current AI models lack. What is more, Nexus is just one of the companies working on verifiable AI. For instance, Oasis Protocol launched its verifiable AI agents on April 29. With these agents, users can independently verify how they is they are applying the correct trading strategy. Read more:Open-source AI isn’t the end-all game—Bringing AI onchain is | Opinion

著名比特币分析师 PlanB 证实将 BTC 持有量转移到 ETF。此举引发了加密货币社区关于自我托管的讨论。 这位以其存量比特币 (BTC) 价格模型而闻名的分析师表示，管理的便利性和内心的平静是他做出这一决定的关键因素。 PlanB 在向其 200 万 X 粉丝发帖称，通过 ETF 来管理比特币以及股票和债券等传统投资更适合他的需求。 “不用为钥匙烦恼让我感到很安心，”他表示，并承认这已经偏离了流行的“不是你的钥匙，就不是你的硬币”的格言。 我已将我的比特币转移到 ETF。是的，我知道，不是你的钥匙，不是你的硬币。但对我来说，像管理股票和债券一样管理比特币更容易。此外，不用费心管理钥匙让我安心。我想我不再是超级富豪了。— PlanB (@100trillionUSD) 2025 年 2 月 15 日 PlanB 披露影响此举的荷兰税收结构 当被问及税收影响时，PlanB 透露，他的决定受到荷兰税收结构的影响，该税收结构没有对已实现利润征收资本利得税。 ETF 等机构选择提供专业管理，但需要信任第三方进行资产托管。 阅读更多：加密货币专家表示，这是一种值得与 Solana 一起购买的有前途的山寨币

Ripple 和 BCG 联合进行的一项研究预测，随着主要机构涌向区块链技术，代币化资产的市场规模在未来八年内可能达到 18.9 万亿美元。 According to a recent report titled “Approaching the Tokenization Tipping Point” published by Ripple (XRP) and Boston Consulting Group, the tokenization of real-world assets has the potential to reach new heights. 预测显示，该行业的复合年增长率预计为53%，其中大部分增长来自稳定币和房地产。到2025年，代币化资产的市场规模将达到6000亿美元。这一数字有可能飙升至18.9万亿美元。 报告将该行业的快速增长归因于多种因素，包括区块链技术的发展以适应大型企业、代币化资产的监管更加清晰，以及年轻投资者对数字资产的需求不断增长。 渣打银行卢森堡分行首席执行官Laurent Marochini对代币化发展，尤其是在银行和金融机构中的应用发表了评论。他认为这是一个将其融入不同市场的机会。 马罗奇尼表示：“代币化在不同资产类别中以不同的速度推进——在能够带来实际效率且条件允许二级市场出现的地方，代币化推进速度最快。” 您可能还喜欢：Ripple to allocate $10m to tokenized U.S. T-bills on XRP Ledger According to the report, the $18.9 trillion market size does not include cryptocurrencies since they do not count as tokenized assets, as well as central bank digital currencies as they do not necessarily require blockchain technology. China and Russia markets are also excluded due to the limited access to market data. Real estate remains one of the largest assets in tokenization, valued at more than $300 trillion. Meanwhile, investment-grade bonds hold around $140 trillion in volume and global trade finance stands at over $10 trillion. Previously, a report from McKinsey predicted that the tokenized market could reach a $2 trillion market cap by 2030. This is largely due to the inclusion of new players like like Coinbase Asset Management, Glasstower, and Ripple that are joining the space in 2025. 您可能还喜欢：迪拜金融服务管理局为加密货币公司推出代币化监管沙盒