加密货币市场缩水逾 5000 亿美元，分析师警告“波动可能进一步加剧”

以太坊第 2 层项目 Taiko 已在欧洲最大的金融超级应用之一 Revolut 上推出了其原生代币 TAIKO。 根据 4 月 8 日的新闻稿，Taiko 现已面向 Revolut 在 50 个国家/地区的 4500 万用户开放，这标志着该代币在进入主流领域迈出了一大步。通过 Revolut 应用程序，用户现在可以直接购买代币，从而提供简单的法定货币到加密货币的通道，并可能提高流动性。 Taiko 是首个采用“基于 rollup”设计的 Layer 2 项目，该设计充分利用了以太坊原生的安全性和排序功能。其设计在不牺牲去中心化的情况下提升了速度和可扩展性。以太坊联合创始人 Vitalik Buterin 高度赞扬了该项目的架构，称其“是以太坊扩展的理想之选”。 自 2024 年 6 月主网启动以来，Taiko 已经实现了巨大的增长，每天处理超过 200 万笔交易，并注册超过 2.1 亿个不同的钱包地址。 你可能还喜欢：Bitget 计划在新的季度机制下销毁价值 1.2 亿美元的 BGB Revolut 的上市扩大了 Taiko 的影响力，并增强了这家金融科技巨头在加密货币行业的影响力。该平台一直在拓展其加密货币产品，并于 2024 年 11 月推出了面向高级用户的加密货币交易所 Revolut X。 除了代币上市之外，Taiko 的生态系统也在不断进步。在 4 月 4 日 X 的更新中，Taiko 宣布成立 DAO 安全委员会，成员包括 Nethermind、Aragon、Halborn Security、L2Beat 和 Chainbound 等知名公司。 Taiko 还完成了自 Pacaya 升级以来的第一批测试网，这是一项技术更新，通过优化交易处理方式来加快网络速度并提高可扩展性。 尽管 Revolut 已上市，但 TAIKO 仍未从近期的价格暴跌中恢复过来，此次暴跌是由特朗普持续的贸易战导致的整个市场不确定性引发的。该代币在过去 10 天下跌了 13%，目前交易价为 0.56 美元，市值约为 5400 万美元。 阅读更多：Aave DAO 批准 AAVE 回购，作为更广泛的 Aavenomics 改革的一部分

Disclosure: The views and opinions expressed here belong solely to the author and do not represent the views and opinions of crypto.news’ editorial. Crypto in the United States is entering a new era as policymakers across the federal and state levels consider strategic Bitcoin (BTC) reserves and a legislative framework that brings clarity to the industry after years of uncertainty. You might also like:The focus is on strengthening US leadership in crypto tech | Opinion In the last weeks alone, President Trump announced the establishment of a national Bitcoin reserve under executive action, while U.S. Senator Cynthia Lummis introduced legislation proposing the creation of a U.S. strategic Bitcoin reserve through Congress. If passed, it would reinforce Bitcoin’s significance in financial markets and create long-term confidence among miners and investors. For Bitcoin mining, this shift represents a crucial opportunity because clear and consistent regulations can support innovation, attract investment in the sector, and promote sustainable growth. By creating a framework that balances accountability with opportunity, the US can solidify its position as a global leader and ensure that both the Bitcoin mining and energy sectors thrive. During this regulatory renaissance, Bitcoin has remained central to the discussion because it’s the foundation of the crypto ecosystem. But as the only major asset that utilizes proof-of-work, Bitcoin’s mining infrastructure is what keeps the whole industry grounded. Supporting miners with regulatory clarity is essential for the long-term viability of the space. Historically, miners have operated under an unclear mix of state and federal regulations, but Washington is now taking a more deliberate approach and pivoting toward more structured oversight and collaboration. A bill modeled around the Financial Innovation and Technology for the 21st Century Act (FIT21) is already in the works, aiming to end regulatory uncertainty and clearly define the roles of the SEC and CFTC. By replacing reactive regulation with a structured framework, FIT21 (or a future, updated version) has the potential to provide much-needed stability and will help the industry grow with confidence. Bills like the Lummis-Gillibrand Payment Stablecoin Act and Senator Hagerty’s GENIUS Act represent an important step toward integrating stablecoins into the financial system. This bill could increase liquidity in crypto markets, encourage institutional investment, and reinforce Bitcoin’s role as the reserve asset of the digital economy. You might also like:What happens on day one after the GENIUS Act passes? | Opinion However, it’s crucial that lawmakers differentiate Bitcoin from other digital assets—many of which lack its resilience and long-term viability. Thoughtful regulation should prioritize the foundational importance of Bitcoin and ensure that mining operations are given the clarity and incentives needed to continue strengthening the network. Similar to past emerging industries like ridesharing, states are leading the charge by example. While federal policies are still being developed, many individual states have already embraced Bitcoin mining as a driver of energy innovation and economic development. Fifteen US states, including Texas, Alabama, Arizona, and Florida, have introduced legislative proposals to create Bitcoin strategic reserves, recognizing its long-term potential as a financial asset. Not all of them will pass, but the activity is encouraging. In Arizona and Utah, legislation is already moving through approval channels, potentially setting a precedent for Bitcoin’s role in state financial strategies. Recognizing Bitcoin as a legitimate reserve asset alongside gold and other state-held reserves would be a significant moment for institutional adoption. Public-private partnerships are also playing a crucial role at the state level. In Texas, Bitcoin miners are working with the Electric Reliability Council of Texas (ERCOT) to stabilize the power grid, adjusting their energy consumption based on supply and demand. Collaborations like this show how mining can be an asset to the energy sector and contribute to energy resilience nationwide. In Arkansas, local governments are prohibited from treating Bitcoin miners differently from traditional data centers. Montana passed a similar bill to protect miners from government interference and explicitly said that the industry “provides positive economic value” to local communities. These efforts reflect a growing recognition of Bitcoin mining’s role in economic growth, encouraging further investment and long-term development. The economic benefits of Bitcoin mining are tangible in communities across the country. Thanks to mining operations, rural towns that have struggled with job creation are experiencing new investment and infrastructure development. With the right regulatory approach, this economic revitalization can continue, ensuring that mining remains a net positive for local communities while maintaining a responsible approach to energy use. The next few years will define the future of Bitcoin in the US. With a strong energy infrastructure, increasing regulatory clarity, and a commitment to sustainable growth, America has a generational opportunity to lead. Lawmakers now have the opportunity to craft policies that foster innovation rather than stifle it. By prioritizing Bitcoin’s foundational role and ensuring mining flourishes, the US will secure its place at the forefront of the global crypto economy. Read more:Rethinking energy storage with Bitcoin mining | Opinion Abdumalik Mirakhmedov Abdumalik Mirakhmedovis the co-founder and president of GDA. Abdumalik is a tech investor and seasoned manager with a focus on digital assets and tech industries. He has more than 15 years of management experience in public and private companies. Abdumalik combines his expertise and confidence in Bitcoin to build the most successful global Bitcoin mining company.

Despite macroeconomic uncertainty, Bitcoin miners are showing confidence in further upside, as stable reserves signal their belief in continued market growth. Bitcoin (BTC) miners have shown no significant signs of capitulation, with on-chain data continuing to signal a bullish outlook, analysts at Bitfinex Alpha wrote in a recent research report. They noted that despite macroeconomic turbulence and a 32% drop from Bitcoin’s all-time high in 2024, miner reserves have remained stable. As of May 5, reserves were at 1,808,674 BTC, showing little fluctuation from December 2024 levels, suggesting a cautious holding strategy, with miners refraining from significant selling. “Given that miners typically need to liquidate a portion of their holdings to finance operationalexpenses — such as electricity, maintenance, and salaries — their continued restraint from sellingspeaks volumes about expectations of future price appreciation.” Bitfinex Alpha The analysts noted that the fact miners are still holding onto the recent 32% recovery from the April lows supports the idea that, despite recent volatility and macro uncertainty, “we may not have seen the final leg of the current bull cycle.” Puell Multiple | Source: Coinglass You might also like:Bitcoin mining can power the US, if regulators prioritize it | Opinion The Puell Multiple, a key indicator of miner profitability, also remains well below historically elevated thresholds, further confirming miners’ lack of incentive to sell. Typically, values above 2 signal an increase in selling activity, but the current level of the Puell Multiple suggests that large-scale miner selling is unlikely. These stable reserves and low selling pressure reinforce the idea that Bitcoin miners remain confident in the asset’s potential for future gains. While the market remains susceptible to short-term fluctuations, the structural signals suggest that the current cycle may still have room to grow, with miners holding onto their positions in anticipation of further upside, the analysts explain. Read more:Bitcoin miners may find better returns in AI than crypto, Novogratz’s Galaxy Digital suggests

AT&T has joined forces with Helium Network to offer its subscribers access to Helium’s decentralized, community-powered Wi-Fi at thousands of locations across the U.S. The move marks a significant step in AT&T’s wireless convergence strategy, integrating Helium’s network of more than 62,000 “Hotspots” as a complement to traditional cellular infrastructure. The Helium Network (HNT), built by individuals and businesses running mini cell towers in exchange for crypto rewards, offers a cost-efficient model to expand wireless access.  AT&T becomes one of the first major carriers to adopt Helium’s real-time coverage quality metrics, using the data to improve transparency and network optimization, according to a company release.  You might also like:LUNC price breaks key resistance as 410 billion milestone nears Passpoint Wi-Fi Subscribers will gain seamless access via Passpoint Wi-Fi authentication, enabling their devices to connect to nearby Helium Hotspots when available automatically. This hybrid approach aims to fill service gaps in areas where traditional infrastructure is limited by cost or logistics. “Working with AT&T is a massive step forward in our mission to bring affordable and accessible connectivity to the masses,” said Helium Co-founder and Helium Mobile CEO Amir Haleem. AT&T joins other carriers like Telefónica’s Movistar in leveraging Helium’s infrastructure to reduce operational costs and improve service.  The announcement comes as Helium celebrates key milestones, including the launch of its Zero Plan — the first free mobile plan in the U.S. — and rapid growth in Mexico, where Movistar is helping expand the network to over two million users. Earlier this year, the U.S. SEC dropped its case against Nova Labs, which had accused the Helium Network team of selling unregistered securities. The case was dismissed with prejudice, ending uncertainty over the regulatory status of certain tokens. You might also like:SEC meets with Ondo Finance to discuss tokenizing US securities

自周五以来，加密货币市场已损失超过 3250 亿美元，其中近一半在过去 24 小时内蒸发。 据 Kobeissi Letter 报道，自上周五以来，加密货币市值已缩水逾 3250 亿美元。仅在过去 24 小时内，就有约 1500 亿美元被清算，今天仅一小时就蒸发了 1000 亿美元。此次抛售影响了几乎所有加密资产，包括 memecoin。 Kobeissi Letter 的分析师将经济衰退的开始追溯到 Solana (SOL)，随着 memecoin 狂热的冷却，自上周五以来，该币已暴跌 22%。 来源：Kobeissi 信件 随后，比特币 (BTC) 也紧随其后，失去了相对强势，因为标准普尔 500 指数在周五开始回落。今天早些时候，比特币跌破 90,000 美元的支撑位，进一步强化了看跌情绪。 来源：Kobeissi 信件 市场情绪也受到 Bybit 黑客攻击的打击，此次攻击现已被确认为加密货币历史上第二大黑客攻击。2 月 21 日，Bybit 从其冷钱包中丢失了超过 40 万 ETH。因此，在黑客攻击之前就已经表现疲软的以太坊 (ETH) 进一步走弱。根据 Coinmarketcap 的数据，ETH 在 2 月 21 日开盘价为 2,740 美元，截至撰写本文时跌至 2,408 美元的低点，跌幅近 12%。 你可能还喜欢：Bybit 遭遇数十亿美元黑客攻击，改变了一切——以太坊回滚、CZ 的警告和流动性奇迹 此外，Citadel Securities 斥资 650 亿美元转向加密货币流动性的做法奇怪地遭到了市场“抛售新闻”的反应。 “尽管如此，Kobeissi Letter 分析师仍然保持乐观。在这次牛市中，我们看到比特币无数次回调 10%。技术回调是健康的。然而，由于加密货币市场依赖流动性而蓬勃发展，风险偏好的持续下降可能会对价格造成压力，分析师补充道。 好的一面是，Bybit 首席执行官 Ben Zhou 宣布，截至 2 月 24 日，该交易所已经弥补了损失，并发布了一份储备证明审计报告，以安抚社区。Bitfinex 的分析师表示，Bybit 补充客户资金可能会导致大量以太坊购买，这可能会抵消部分抛售压力并推高 ETH 价格。他们解释说，通过公开市场和其他渠道购买 ETH 可能会对其价格产生稳定作用。 话虽如此，Bitfinex 分析师强调，由于大盘仍处于调整阶段，不确定性仍然很高。比特币、以太坊和 Solana 在 2024 年末反弹后，2 月份均出现下跌。12 月飙升的 Meme 币也下跌了 37.4%。最后，由于交易员为应对较弱的势头和日益增加的不确定性而平仓杠杆头寸，每月加密货币未平仓合约有所减少。 据Bitfinex称，比特币和更广泛市场的下一步重大走势将取决于更广泛的宏观经济因素。 你可能还喜欢：Bitfinex 分析师称，Bybit 黑客事件的后果可能会推高以太坊的价格