Matrixport：随着选举后山寨币涨势逐渐减弱，比特币主导地位创下新高

Disclosure: The views and opinions expressed here belong solely to the author and do not represent the views and opinions of crypto.news’ editorial. Chatbots blew our minds when they first emerged more than a year ago. Having a conversation with an AI as if it were a human in the next room, seeing it summarize complex ideas—it felt like the dawn of a new era. But since then, the state of development has become fragmented in interesting ways. You might also like:Crypto is the currency of artificial intelligence | Opinion Despite all the excitement and the billions poured into AI development, where are the truly transformative applications? Apple, Microsoft, and Meta have had over a year to integrate AI into their ecosystems, yet their biggest AI breakthroughs amount to incremental improvements to existing products. Microsoft put a chatbot in Word. Meta put one in Instagram. Apple’s flagship AI project? A delayed Siri upgrade that still hasn’t arrived. The momentum is instead with independent developers, who are racing ahead, building AI agents that can write and deploy entire software applications, autonomously manage investment portfolios, and generate real-time content in completely new formats. The most meaningful innovation isn’t happening inside Big Tech. It’s happening at the edges, among scrappy builders who see AI not as an added feature but as the foundation for something entirely new. Corporate resources are no substitute for innovation, and defending moats is a risky strategy in the middle of a technological shift. Today’s leading tech companies are falling behind, slowed by internal complexity as they cede ground to more agile, imaginative, and unencumbered challengers. Big Tech has everything it needs to win AI—and yet, it won’t Apple, Microsoft, and Meta have near-infinite resources, armies of engineers, and some of the biggest AI research budgets in the world. On paper, they should be dominating the AI revolution. Instead, their AI strategies look like patchwork fixes. Rather than building something fundamentally different, they’re trying to shoehorn a radically new technology into their existing product lines. Take Apple. The company that once revolutionized personal computing, mobile phones, and digital payments is now struggling to deliver a timely AI-powered upgrade to Siri. It has the data, the talent, and the resources, but it’s still failing to integrate AI into its ecosystem in a meaningful way.  Microsoft, Meta, X, and other tech heavyweights similarly have thrown their might and corporate resources at AI, but all have more or less come up with the same application: a chatbot. All of this is not to suggest these companies are being complacent or ignoring the more innovative uses of AI. Microsoft has deeply integrated AI into productivity software, Google is embedding AI into search, and Apple is rumored to be developing AI-powered device processing. But their approaches remain cautious, designed to add to what already exists rather than build something entirely new. They are fundamentally defensive moves, trying to preserve their existing empires instead of embracing the unknown. And they’re making a critical mistake. Incumbency can be as much a hindrance as an advantage  While known for their iconoclastic origins, the dot-com pioneers are all grown up now. Mark Zuckerberg is no longer the hoodie-wearing college dropout disrupting the internet with a scrappy startup. He’s a corporate tycoon running one of the world’s largest ad empires. The Facebook that once moved fast and broke things is now slow, cautious, and reactive—a company trying to squeeze AI into its existing business model rather than building something radically new.  And history is clear: being slow to adapt is how giants fall. Yahoo had every opportunity to dominate the internet, but it dismissed search as a secondary feature, failing to recognize its central role in the nascent online economy. Google took search seriously—and built an empire around it. Microsoft was the undisputed leader in software, but dismissed smartphones as a niche market. By the time it realized its mistake, Apple and Google had already divided up the mobile world, leaving the Windows Phone dead on arrival. IBM, once the gold standard in computing, underestimated the rise of cloud architecture. While Amazon quietly built AWS into the backbone of the internet, IBM remained focused on enterprise hardware and services—betting on the past while the future passed it by. Now, the tech founders we once idolized as rule-breakers and disruptors have become the establishment—and they’re making the same mistakes. AI isn’t just another feature to be bolted onto Word, Instagram, or Siri. It’s an entirely new paradigm—one that demands new business models, new interfaces, and new ways of thinking. True AI innovation is driven by the unconstrained Some of the most compelling and innovative AI applications aren’t emerging from expensive R&D Labs—they’re being built by small developer teams shipping products over a weekend. These developers aren’t adding AI to existing products; they’re building entirely new products with AI at their core. We’re seeing tools that can autonomously trade and manage crypto portfolios, generate interactive lessons on any subject in seconds, and spin up full-stack web apps from a single prompt. And increasingly, we’re seeing developers embrace AI’s unexpected strengths—improvisation, humor, and surprise. One standout example is AI Dungeon, a web-based game where AI narrates an unfolding story based on player prompts. It can generate characters, plot twists, and environments in real-time, adapting with every user interaction. It’s a case study in what dynamic, user-driven content might look like in an AI-first internet. Another is SceneCraft, a tool that lets tabletop game masters generate narratively consistent fantasy scenes from just a few lines of story setup. Used by players of games like Dungeons & Dragons, it stitches together visual art, character design, and lore—all in real time—to help players immerse themselves in custom-built worlds. It’s not an AI layer on top of an existing game engine or productivity suite—it’s a wholly new type of product, born from the creative possibilities of AI itself.  This kind of experimentation is reminiscent of the early App Store era, which in turn echoed the era of the early internet. In both cases, what started as a flood of oddball experiments, viral hits, and personal projects laid the foundation for entirely new platforms. What looked like play was, in hindsight, the beginning of a seismic shift. And that’s the point. The freedom to explore ideas that don’t have to scale, fit a roadmap, or serve an existing customer base is exactly what creates the space for these projects to break new ground. AI won’t be won by the companies stuck in the past Every technological shift brings a new class of winners. Earlier pivot points elevated companies like Google, Amazon, and Facebook, while others like Yahoo and IBM struggled to adapt to a rapidly evolving landscape. The smartphone revolution catapulted Apple and Android to dominance, while Microsoft, Nokia, and BlackBerry failed to adapt. AI will be no different. The companies that truly define this era won’t be the old guard—they’ll be the scrappy, relentless newcomers who build AI-native products that unapologetically break from the past.  Read more:AI is creating a new class of entrepreneurs, and you’re either in or out | Opinion Christel Buchanan Christel Buchananis the founder and CEO of ChatandBuild, an AI-powered platform that transforms ideas into fully functional apps in minutes.

Solana价格恢复势头，连续五天上涨，达到12月6日以来的最高点。 Solana（SOL）周六涨至245美元的高点，较本月最低点上涨42％，估值达到1170亿美元。它已成为继比特币、以太坊、瑞波币和Tether之后的第五大加密货币。 来源：CoinGecko 以下是 SOL 飙升以及这种反弹可能持续的一些主要原因。 Solana 的生态系统增长 Solana 的股价因生态系统的持续增长而飙升。其 meme 代币不断增长，市值已超过 220 亿美元。当选总统唐纳德·特朗普 (Donald Trump) 于 1 月 17 日公布的 Official Trump (TRUMP) 估值为 44 亿美元。 生态系统中其他流行的 meme 币是 Bonk (BONK)、Dogwifhat (WIF) 和 Pudgy Penguins (PENGU)。 Solana 也是不可替代代币领域的重要参与者 行业。据 CryptoSlam 称，Solana 的 NFT 在过去 30 天内的销售额超过 8100 万美元，成为继以太坊和比特币之后的第三大 NFT 参与者。 Solana 的生态系统可能会继续增长，因为它的交易速度更快、成本更低，而且其去中心化交易所网络很受欢迎。数据显示，Solana 的 DEX 网络在过去 7 天内处理了 322 亿美元，高于以太坊的 92 亿美元。 这种增长导致网络费用增加，过去 365 天内总计 8.2 亿美元，今年总计 7700 万美元。其中一些资金流向 Solana 质押者；他们获得了 7% 的收益。 Solana 收入和费用 | 来源：TokenTerminal SOL ETF 前景看好 由于投资者预期美国证券交易委员会可能会批准 ETF，Solana 的价格也出现上涨。Polymarket 的一项民意调查显示，这一可能性为 77%，这意味着保罗·阿特金斯领导下的该机构可能更愿意批准。 Solana ETF 可能会导致机构投资者对该代币的需求增加。如果该机构愿意允许这些代币被质押，这种需求会更高。摩根大通在本周的一份报告中预计，Solana ETF 将在第一年吸引 30 亿至 60 亿美元的资金。 你可能还喜欢：Solana ETF 将于 2025 年 7 月前获批？Polymarket 上市几率飙升 Solana 价格技术面具有支撑作用 SOL 价格图表 | 来源：crypto.news 日线图显示，SOL 代币在 175.42 美元形成双底形态后反弹。目前，该代币已突破形态颈线 222.95 美元，这是 1 月 6 日的最高波动。 Solana 由工程师 Anatoly Yakovenko 于 2020 年创立，目前仍位于连接去年 1 月 23 日以来最低波动的上升趋势线上方。它一直位于 50 日移动平均线上方，而相对强弱指数则呈向上趋势。 因此，Solana 的价格可能会继续上涨，如果该代币突破关键阻力位 264.15 美元（2024 年的最高点），这一走势将得到证实。 Solana 至今 Yakovenko 设想了一种能够扩展到每秒处理数百万笔交易的区块链，为批评者所说的以太坊交易速度慢和费用高的问题提供了解决方案。该网络旨在支持去中心化应用程序 (dApp) 和加密货币交易。 Solana 宣称其交易处理速度比许多竞争对手更快、吞吐量更高。 Solana 于 2020 年推出主网后，因其速度快、交易成本低而迅速受到关注，吸引了开发者和投资者。2021 年，该网络不断发展，平台上出现了众多去中心化金融 (DeFi) 项目和非同质化代币。 Solana 目前得到了 Andreessen Horowitz 等知名风险投资公司的支持，并通过高效的区块链解决方案在不断发展的加密领域继续快速发展。 阅读更多：Solana 价格预测：1,000 美元的目标对于 SOL 来说现实吗？

A senior French central banker has warned that U.S. policy shifts promoting stablecoins could erode European monetary sovereignty in the absence of a digital euro. Denis Beau, first deputy governor of the Banque de France, warned that the Donald Trump administration’s recent executive order promoting dollar-backed stablecoins poses “concrete adverse consequences” for Europe’s financial sovereignty and called for urgent progress on a digital euro. In a speech last week, Beau noted that the dxecutive order, signed by U.S. President Donald Trump in late January, prohibits all work related to the development of a new form of central bank digital currency, promotes the development of dollar-backed stablecoins, and encourages citizens and businesses to use public blockchains. He warned that “without a central bank money-based payment solution,” private, non-European alternatives could dominate tokenized finance. “If the tokenisation of financial assets were to gather pace, the lack of a central bank money payment solution in euro might therefore threaten the role of central bank money as the anchor of the euro area’s monetary architecture, with concrete adverse consequences.” Denis Beau You might also like:The United States is unfocused on CBDCs | Opinion The first deputy governor of the Banque de France linked this trend to an increase in counterparty and liquidity risks, increased fragmentation of settlement, and ultimately a “loss of sovereignty and a weakening of financial stability.” Beau added that Trump’s new political direction “reinforces the need for Europe to preserve its monetary sovereignty, which means developing its payment sovereignty.” He also noted that Apple Pay and Google Pay have already established a strong foothold in Europe, while European payment systems remain fragmented and are steadily losing market share. Read more:ECB warns crypto laws too weak to resist Trump-era financial risks

比特币正在下行通道内的关键阻力位盘整。随着交易量下降且价格接近关键区域，交易员们正密切关注价格是否出现强劲回调或由交易量支撑的突破。这一走势可能决定下周的短期走势。 比特币（BTC）本周大部分时间都在一个关键阻力区盘整，该阻力区位于一个清晰的下行通道内。在持续的下行趋势中，该区域一直扮演着关键枢纽的角色，而价格走势目前再次逼近该阻力位。随着结构和市场环境的调整，市场正在接近一个决策点。 涵盖的要点 比特币仍在低点较低的下行通道内交易 当前价格正在重新测试一个重要的阻力位 成交量下降表明突破或崩盘即将来临 资料来源：TradingView 价格走势继续遵循下行通道的边界，上方阻力位和下方支撑位均出现明显回落。这些反复的触及验证了通道的有效性，并凸显了其技术意义。随着比特币重新测试该区间的上轨，历史经验表明，此处出现回落将是更可能的结果——除非另有证据。成交量在确认突破尝试中起着至关重要的作用。目前，成交量正在稳步下降，这在市场接近盘整阶段的尾声时很常见。这种区间收窄和成交量下降表明波动性正在受到抑制，通常预示着剧烈波动。 You might also like:Is Fartcoin price winding up for breakout? Bullish pennant targets $1.52 on clean move 如果突破向上，且伴随着成交量增加且高于平均水平，则可能是潜在趋势反转的首个信号。这表明买家正在强势入场，并可能推动价格走出下行结构。然而，如果突破缺乏成交量，则会被视为弱势，这会增加突破失败并回落至下行通道支撑位的可能性。 由于成交量尚未确认，交易员应保持耐心。市场正处于关键阻力位，下一轮扩张——无论是看涨还是看跌——都可能为未来几天的走势定下基调。 未来价格走势如何？ 进入周末，横盘走势可能持续。交易员应关注任何成交量支撑的突破阻力位，或回调至通道低点的回调。在出现明确确认之前，耐心仍是最具战略意义的策略。 阅读更多：NEAR price analysis: Falling wedge pattern sets stage for recovery

Semler Scientific 董事长 Eric Semler 呼吁 Zoom Communications 将其 77 亿美元的现金储备分配给比特币，认为比特币可以推动增长和股东价值。 根据 X 的一篇文章，塞姆勒列举了他的公司通过类似策略取得的成功，积累了 3,192 个比特币，价值 3.05 亿美元，这帮助其股价自去年以来翻了一番。 塞姆勒将 Zoom 称为“僵尸区”公司，指出其市场表现不佳。在过去三年中，Zoom 的股价下跌了约 40%，表现低于标准普尔 500 指数约 73%。 你可能还喜欢：报告称 FBI 为加密货币诈骗受害者节省了 2.85 亿美元 在过去五年中，Zoom 落后标准普尔指数约 84%。尽管预期市盈率为 15 倍，预期 EBITDA 倍数为 9 倍，但 Semler 指出，由于增长停滞，Zoom 的估值仍然很低。 喜欢“僵尸区”的刺激！各个行业都有很多僵尸公司可供选择，但有一家却格外引人注目——当然，它以 Z 开头。 僵尸区公司＃1：Zoom Communications 为什么 $ZM 是典型的……— Eric Semler (@SemlerEric) 2025 年 2 月 13 日 Zoom 持有 77 亿美元现金，占其 250 亿美元市值的近三分之一，但尚无明确的部署计划。该公司还保持着强劲的盈利能力，上季度 EBITDA 利润率约为 40%，现金产生量为 4.58 亿美元。 你可能还喜欢：狗狗币价格达到 1 美元的可能性下降，狗狗币 ETF 可能性上升