分析师称 Galaxy Digital 的人工智能交易具有变革性

著名的“现代金融之父”尤金·法玛预测，十年后比特币将一文不值。 为什么？Fama 在 1 月 30 日的节目中表示，加密货币“违反了所有交易媒介的规则”。资本家不是。“它们的实际价值不稳定。你知道，它们的实际价值变化很大。这种交换媒介不应该存在。” 法玛在 20 世纪 60 年代提出了有效市场假说，但他并没有保证比特币会一文不值。相反，当播客主持人、金融学教授 Luigi Zingales 问到“10 年内比特币的价值降为零”的可能性有多大时，他表示同意。 “我认为接近 1，”法玛回答道。 “这是一个泡沫吗？” 采访一开始，法玛就表示不赞同“经济泡沫”这一说法，因为泡沫的结局是可以预见的。但他辩称，市场中没有什么是可以预测的。 与 Zingales 共同主持该节目的记者 Bethany McLean 询问法玛比特币是否是一个泡沫，法玛表示他希望比特币破裂。 “我希望它会崩溃，因为如果不崩溃，我们就必须从头开始研究货币理论——它已经不复存在了，”法玛说。“它可能已经不复存在了。” 麦克莱恩向法玛提出了这个问题，法玛表示，在区块链上使用美元“是可行的”，因为美元具有“稳定、真实的价值”。 Fama 指出，比特币面临的另一大威胁是 51% 攻击。尽管这种攻击代价高昂，但 Fama 表示，每个交易系统都面临“验证问题和谁来执行规则的问题”。 2013 年获得诺贝尔经济学奖的法玛也坚持认为，与比特币不同，黄金更受欢迎，因为它有很多用途。而政府在加密货币市场中的作用可能会加速比特币的价值贬值。 值得注意的是，法玛基本上满足了去中心化数字货币面临的主要表面威胁，但他的预测都没有表现出绝对的信心。 “他坦然承认自己可能犯了错……他愿意在 86 岁时改变自己的世界，”Zingales 说道。“我认为这真的非常了不起。”

Dogwifhat price has rallied in the past few weeks, aligning with the performance of most Solana meme coins.  Dogwifhat (WIF) token rose to a high of $1.3142 on Tuesday, up by 335% from its lowest level in April. This rebound has pushed its market capitalization of over $1.07 billion, making it the fourth-biggest Solana meme coin after Official Trump (TRUMP), Bonk (BONK), and Fartcoin (FARTCOIN). Onchain data shows that WIF may soon retreat. One metric is the rising number of tokens on exchanges in recent days, a sign that some investors have started taking profits by selling their holdings. Tokens on exchanges rose 1.67% to 573.80 million, up from 564.35 million during the same period last week. This increase pushed the exchange supply up to 57.20%, from 56.26% a week ago. WIF price chart | Source: Nansen Additional Nansen data shows that smart money investors have continued offloading their WIF tokens. Holdings by these investors have dropped to 23.5 million, down from over 24 million earlier this year. You might also like:Pi Foundation launches $100m fund for startups to power ecosystem growth Smart money investors typically exit their positions when they expect a price reversal, based on their experience. WIF price technical analysis Dogwifhat price chart | Source: crypto.news The daily chart shows that Dogwifhat started a strong downtrend in November when it peaked at $4.80. It bottomed at $0.3027 in April before beginning a slow uptrend, peaking at $1.3115 on Tuesday. The WIF token formed a rounded bottom, a popular bullish continuation sign. It also moved above the 50-day moving average, a positive move.  However, there are signs that the token is now highly overbought. The Relative Strength Index has risen above 80, and the two lines of the MACD indicator have jumped to their highest levels since April of last year. Dogwifhat has also encountered substantial resistance at $1.0815, the lowest swing in August. Therefore, while the long-term outlook remains bullish, a slight pullback is likely as investors take profits. If that happens, the next level to watch will be the 50% retracement point at $0.6493. You might also like:Bitcoin price pattern points to a $145k surge as exchange outflows rise

美国证券交易委员会正在召开首次加密监管圆桌会议，重点讨论明确加密资产的安全状态。 此次活动标志着美国证券交易委员会新成立的加密货币工作组开始一系列讨论，这可能对更广泛的加密货币市场产生重大影响。 将加密资产定义为证券 据 CNBC 的 Tanaya Macheel 称，SEC 的努力旨在为某些加密资产是否应归类为证券提供更清晰的指导方针，这一问题导致了 SEC 和加密行业之间的紧张关系。 马切尔表示：“前任政府的证券交易委员会针对许多涉及加密货币的公司进行了调查，声称大多数加密货币都是未注册的证券，但未能提供明确的指导方针以避免成为调查目标。” 今天的圆桌会议也可能对以太坊 (ETH) 交易所交易基金产生影响。尽管美国证券交易委员会最近表示，模因币不被视为证券，但该机构尚未澄清其对与加密 ETF 相关的质押服务的立场，这一因素可能会影响市场未来的增长。 “与比特币 ETF 相比，人们对 ETH ETF 的兴趣一直不温不火，其中一个重要原因是无法从这些基金中获得质押收益，”Macheel 表示。“如果 SEC 能够消除这些服务可能属于未注册证券的一些不确定性，那么它可能会改变 ETH ETF 的前景。” 阅读更多：SEC 发布工作量证明挖矿和证券监管指南 比特币保持稳定，而以太坊则落后 尽管存在监管不确定性，但比特币 (BTC) 近几周仍保持稳定。Macheel 指出，比特币的交易价格在 200 日移动平均线附近 84,000 美元附近，交易员将其视为关键技术支撑位。 “如果它能守住 200 天阻力，那就太好了，”她说。“从长远来看，以太坊对我来说更奇特。它只是被抛弃了。对冲基金有一些大额空头头寸，但比特币的表现显然优于其他。” 市场前景依然喜忧参半 以太坊相对于比特币的表现不佳是一个值得注意的趋势。虽然比特币保持稳定，但尽管机构对基于 ETH 的金融产品的兴趣日益增加，以太坊仍难以获得发展动力。 马切尔还指出，与黄金等其他资产类别相比，更广泛的加密货币市场活动相对低迷。 她说：“今年黄金突破了 3,000 美元，而比特币则徘徊在 80,000 美元左右。”“有时最无趣的资产却是最大的赢家。” 投资者正在密切关注 SEC 的圆桌会议是否会明确质押和加密资产更广泛的监管框架。更明确的监管环境可能为增加采用率和与加密资产相关的新金融产品铺平道路。 你可能还喜欢：“SEC 是市场操纵者”：首席执行官声称 SEC 撤销了对 XRP 的指控

H.C. Wainwright, one of the most prestigious financial firms in the U.S., upgraded Galaxy Digital’s price target to $39. Mike Novogratz’s Galaxy Digital Holdings is riding high ahead of its uplisting on Nasdaq. On Wednesday, May 14, financial firm H.C. Wainwright reaffirmed its Buy rating on Galaxy Digital, raising its price target from $30 to $39. The crypto financial services and AI infrastructure firm, owned by billionaire Mike Novogratz, currently trades at $32.09 per share. The decision came despite underwhelming financial results for the first quarter of 2025, when the firm posted a $295 million net loss. These were, as H.C. Wainwright explained, partially due to challenging macro conditions for crypto firms. However, the financial firm pointed to strong potential for growth in the short term, as well as the upcoming listing on Nasdaq, set for May 16. So far, Galaxy Digital has been listed on the Toronto Stock Exchange. You might also like:Bitcoin’s April gains reflect growing hedge appeal in policy stress, Galaxy Digital says Galaxy Digital has strong growth potential, analysts state A listing on a more prestigious exchange is a signal to investors about the prestige and trustworthiness of a company. At the same time, Galaxy Digital will benefit from the fact that it will be available on retail trading apps, including Robinhood and eToro. You might also like:The crypto bull run is here: top 3 altcoins to buy and hold What is more, the company is expected to benefit from the expected rebound in crypto assets in the second quarter of 2025. This is both due to the services it offers in the space, as well as its own crypto assets. “We believe Galaxy’s client-facing digital asset businesses and the company’s large crypto portfolio are poised to benefit from rising prices in 2H25, as the industry benefits from greater regulatory clarity and growing institutional adoption,” H.C. Wainwright. What is more, Galaxy Digital is expected to earn significant revenue from its AI data centers. For instance, the company has secured a contract with CoreWeave, worth approximately $13 million in revenues for the next 15 years. Read more:Bitcoin miners may find better returns in AI than crypto, Novogratz’s Galaxy Digital suggests

Ondo Finance met with the U.S. SEC’s Crypto Asset Working Group to present a regulatory framework for tokenizing publicly traded U.S. securities. The meeting, also attended by lawyers from Davis Polk & Wardwell, focused on how existing financial rules might apply to wrapped, tokenized securities on blockchain networks, according to an SEC memo. According to SEC documentation, Ondo Finance (ONDO) outlined its proposed structure for tokenized securities, raising issues tied to registration, broker-dealer compliance, market regulation, and state corporate law.  The firm also discussed potential sandbox arrangements or relief measures that could support innovation while maintaining investor protections. Ondo’s leadership team — including CEO Nathan Allman and Chief Strategy Officer Ian De Bode — joined legal advisors to argue for a compliant path forward that allows digital representations of traditional assets to operate within U.S. regulatory frameworks. The proposal included multiple models for how tokenization could be structured, aiming to address legal uncertainties that have long challenged crypto-asset issuers. You might also like:Stocks slightly higher as U.S. weekly jobless claims show small gains Upcoming task force round table The SEC will host one of its “Crypto Task Force Roundtables” on April 25 in Washington, D.C., focused on key considerations for crypto custody.  The event will feature two panel discussions: one on custody through broker-dealers and another on custody for investment advisers and investment companies.  Panelists include representatives from firms like Fireblocks, Anchorage, Kraken, BitGo, and law schools such as Georgetown and UPenn. The event is open to the public with no registration required to view online, and in-person attendance is allowed. You might also like:Mantle launches $400m MI4 fund with Securitize for tokenized crypto exposure