Mantra 价格飙升 50%：警惕“死猫反弹”

比特币杂志首席执行官大卫贝利猜测，美国司法部可能正在迅速进行丝绸之路 BTC 清算。 在 3 月 10 日的 X 帖子中，贝利表示，尽管美国总统唐纳德·特朗普支持比特币，但丝绸之路清算仍有可能发生，这可能会导致近期 BTC 价格下跌。贝利的说法引发了加密货币社区的讨论。 如果美国司法部自三个月前获得法院批准以来一直在迅速清算美国的比特币（无视总统的命令）……那么比特币的价格走势就完全合理了。— David Bailey🇵🇷 0.85mm/btc 是底价 (@DavidFBailey) 2025 年 3 月 10 日 一些用户拒绝接受这一观点，声称美国司法部持有的比特币就像德国 2024 年的比特币销售一样，数量不足以对市场产生实质性影响。其他人则指出，更广泛的宏观经济因素对比特币价格的影响更大。 贝利此前还曾建议特朗普应为他提出的“金卡”启用比特币支付，旨在吸引外国投资者。尽管这一概念完全是理论上的，但它表明全球资本流动、政治和比特币的融合度正在不断提高。 与此同时，有专家提议出售美国政府扣押的其他资产，以支撑特朗普的战略比特币储备。 根据 Arkham Intelligence 的数据，截至 3 月 10 日，联邦政府持有 60,850 个以太坊 (ETH)、约 1.25 亿美元、1.22 亿 Tether (USDT) 以及币安币 (BNB) 和 Wrapped Bitcoin (WBTC) 等其他资产。该想法的支持者指出，如果这些资产被清算，有可能额外提供 5,000 个 BTC。 你可能还喜欢：本周值得关注的加密货币：Arbitrum、Flare、Pi Network 与此同时，Real Vision 分析师 Jamie Coutts 对宏观经济形势的分析显示，比特币的价格趋势与公司债券利差和国债波动性一致。他警告说，如果债券利差继续扩大，比特币等风险资产可能会面临更大压力。 比特币就像是与中央银行玩一场胆小鬼游戏。虽然我的框架随着美元暴跌而变得看涨，但两个指标仍然令人担忧：国债波动率（MOVE 指数）和公司债券利差。在本帖中，我将解释这些因素如何相互作用……pic.twitter.com/gWaGlVyo2A— Jamie Coutts CMT (@Jamie1Coutts) 2025 年 3 月 10 日 但他仍保持乐观，并指出一些因素，包括国家比特币持有量不断增长、可能的 ETF 资金流入，以及迈克尔·塞勒 (Michael Saylor) 的 MicroStrategy 今年将购买多达 200,000 比特币的可能性。 随着市场继续对特朗普经济政策的不确定性做出反应，比特币价格在 3 月 10 日跌至 80,052 美元，较前一天下跌 7%。交易员目前正在关注关键的经济报告，包括 3 月 12 日的消费者价格指数和 3 月 13 日的生产者价格指数，这些可能会影响比特币的下一步走势。 阅读更多：以太坊现货 ETF 近几周缩水 4.55 亿美元，发出红色警报

一家规模 710 亿美元的对冲基金警告称，特朗普对加密货币的支持正在加剧狂热，最终可能导致市场动荡。 加密货币正在蓬勃发展，但并非所有人都为此欢呼。一家规模 700 亿美元的对冲基金表示，唐纳德·特朗普总统对加密货币的支持可能会以灾难告终。埃利奥特管理公司警告称，加密货币正处于投机狂潮的中心，并补充说，加密货币价格飙升却“毫无实质”，支持加密货币的政客正在玩一场危险的游戏。 根据《金融时报》 1 月 30 日的报道，该对冲基金在一封投资者信中警告称，特朗普的行为危及加密货币市场，因为泡沫的“不可避免的破灭”可能会“以我们尚无法预料的方式造成严重破坏”。 该基金认为人工智能热潮与股价飙升之间存在相似之处，称投资者为“一群体育博彩者”。但它表示，由于“靠近白宫”，加密货币是这场狂热的“原爆点”。 你可能还喜欢：报道称，萨姆·班克曼-弗里德的父母希望特朗普赦免儿子 该对冲基金在 2024 年管理的资产规模为 697 亿美元，它在信中表示，任何官方推行美元替代品的行为都是“极其危险”的举动。 特朗普与加密货币的商业联系日益紧密。他和他的儿子们支持一个名为 World Liberty Financial 的平台，这是一家去中心化的金融基金，该平台已经因可能存在内幕交易而受到审查。今年 1 月，唐纳德·特朗普总统和梅拉尼娅·特朗普推出了 meme 币 Official Trump (TRUMP) 和 Melania (MELANIA)，助长了加密货币热潮。据 crypto.news 早些时候报道，特朗普拥有多数股权的特朗普媒体还计划在加密货币上投资高达 2.5 亿美元。 Elliott 的创始人 Paul Singer 是共和党的长期捐助者。他在 2024 年捐赠了 5600 万美元，但一直批评特朗普的政策。尽管如此，他在上次选举中向特朗普 PAC 捐赠了 500 万美元。该对冲基金表示，它“从未见过这样的市场”。 阅读更多：伊丽莎白·沃伦 (Elizabeth Warren) 敦促特朗普选择 Lutnick 处理与 Tether 的关系

Hedera Hashgraph token has rebounded during this crypto market bull run as investors bought the dip. Hedera (HBAR) price rose for two consecutive weeks and is hovering at its highest level since March 3. It has jumped by 75% from its lowest level in April and 425% from its lowest point in 2024.  HBAR price prediction: can Hedera hit $1? Hedera’s token was trading at $0.2185 on Monday, meaning that it needs to jump by 375% to reach the psychological milestone of $1. Such a move would bring its market cap to $42 billion, a significant increase from the current $8.8 billion. HBAR’s historical performance shows that a 375% increase from the current level is possible, as it has had similar rallies in the past.  The weekly chart shows that HBAR price bottomed at $0.1246 in April and then bounced back to $0.2185. It has moved above the key resistance level at $0.1815, the highest swing on April 22 last year — and the neckline of the double-bottom pattern at $0.04172.  Hedera’s token has moved above the 50-week Exponential Moving Average and the major S/R pivot point of the Murrey Math Lines tool. Moving above that pivot point is often seen as a highly bullish signal.  You might also like:Solana price prediction: rare pattern shows SOL rally is just starting Some popular oscillators have started to point upward. The Relative Strength Index has moved above the neutral point at 50, indicating that momentum is building.  Therefore, with trade risks easing,the token is likely to keep rising, with the initial target at $0.3965 — the highest point this year, which is about 85% above the current level. It needs to move above that level to invalidate the double-top pattern, whose neckline is at $0.1246. After that, HBAR will need to cross the all-time high of $0.5820 for the path to $1 to become clear. A drop below the April low of $0.1245 will reduce the likelihood of it rising to $1 — at least in the current bullish cycle.  HBAR price chart | Source: crypto.news Potential catalysts for Hedera Hedera has several catalysts that may push its price to $1 and above. First, the rally will depend on Bitcoin’s performance. Analysts are highly bullish on Bitcoin, citing the surging ETF inflows and falling exchange supplies. Institutions like Strategy, MetaPlanet, and BlackRock have continued to buy Bitcoin this year. A strong Bitcoin surge would help other altcoins like Hedera. HBAR price will also benefit from the potential ETF approval by the SEC. The agency has already approved HBAR ETF applications by Grayscale and Canary Capital, and Bloomberg’s Eric Balchunas believes they stand a chance of approval.  Hedera also hopes to be a major player in the tokenization industry and has already inked several partnerships. It recently partnered with Tokeny Solutions, which works with top firms like Credit Agricole and ABNB Amro. Companies will likely choose Hedera for their RWA solutions because of its low transaction fees. You might also like:Tokyo-listed Beat Holdings to boost its Bitcoin ETF exposure fivefold, seeks $34m cap

A publicly-traded logistics firm has struck a $20 million deal with an institutional investor to purchase Official Trump memecoins, becoming one of the first companies to anchor its digital asset strategy around the U.S. president’s controversial crypto business. Freight Technologies CEO Javier Selgas pitched the move as part of an effort to grow U.S.-Mexico commerce—though how a memecoin fits into supply chains remains unclear. The investment also comes as the U.S. Office of Government Ethics examines whether President Donald Trump violates federal ethics rules by offering exclusive access to his coin’s top investors. What Is Fr8Tech? Freight Technologies, which refers to itself as Fr8Tech, is a Houston-based company launched in 2015 and trades on NASDAQ. The company aims to use new technologies like artificial intelligence for the optimization of the supply chain processes. The company’s stock, which trades on the Nasdaq under the ticker FRGT, saw its price plummet back in 2018, during Trump’s first term. Like many other companies, Freight Technologies is now moving forward with a digital asset reserve, deviating from the norm of making Bitcoin (BTC) the primary asset and embracing a memecoin instead. Social media influence and crypto commentator Mario Nawfal called it the “first-ever” Trump treasury. No major headlines yet, but $FRGT’s move to back a treasury with $TRUMP is catching CT’s eye—social buzz around $TRUMP is strong, even while the token’s price action is cooling and trading shows short-term downside risk. $FRGT is still under the radar, with little volume or data…— Alva (@AlvaApp) April 30, 2025 Costly gimmick? On April 30, Freight Technologies announced the creation of a crypto treasury. The company agreed to issue convertible notes worth up to $20 million with an institutional investor. The capital is secured exclusively for buying Official Trump (TRUMP) tokens. The first tranche will amount to $1 million. Selgas, in a prepared statement, referenced Trump’s “America First” principle and tied it to trade efforts between Mexico and the U.S. See below: At the heart of Fr8Tech’s mission is the promotion of productive and active commerce between the United States and Mexico. Mexico is the United States’ top goods trading partner, with Mexico being the leading destination for US exports and the top source for US imports. As US Treasury Secretary Scott Bessent recently stated, “I wish to be clear: America First does not mean America alone. To the contrary, it is a call for deeper collaboration and mutual respect among trade partners.” Buying TRUMP is outlined as “an effective way to advocate for fair, balanced, and free trade between Mexico and the U.S..” Still, the company doesn’t elaborate on how a Trump memecoin acquisition will help trade between the two countries or warn readers about the possible risks. After all, the Trump token — like most memecoins — is highly volatile. Although its price has been up roughly 2% in the past 24 hours, it’s been on a downward trajectory since its launch in January. Source: CoinGecko Trump memecoin a strange choice As corporate crypto treasuries become trendy, big-name firms like BlackRock recommend allocating up to 2% of corporate assets in Bitcoin. They argue that BTC is a better store of value than most other digital assets. According to the Bitcoin Treasuries website, 101 public companies hold Bitcoin.  Considering Bitcoin’s deflationary design and long-term value appreciation, which have been demonstrated throughout its 15-year history, it’s understandable why some companies may choose Bitcoin as one of their corporate assets.  So far, Official Trump has no use case other than incentivizing investors to buy more to be invited to a private dinner with Trump on May 22. $TRUMP saw its value spike over 50% following the promotion. Critics also warn that the “pay to play” aspect of Official Trump raises ethics concerns and could even be used as a bribery tool. “Something that hasn’t been much discussed — creating a bunch of personal memecoins opens the door to secretive foreign buyers trying to curry influence with our leaders,” Nic Carter of Castle Island Ventures said on X back in January. “If you hated Hunter Biden’s anonymous art sales, you should hate this too.” Something that hasn’t been much discussed – creating a bunch of personal memecoins opens the door to secretive foreign buyers trying to curry influence with our leaders. If you hated hunter biden’s anonymous art sales, you should hate this too.— nic carter (@nic__carter) January 20, 2025 Last month, Democratic Senators Adam Schiff and Elizabeth Warren called for a federal ethics investigation into Trump’s promotion of the coin. In a letter to the U.S. Office of Government Ethics, the senators allege that Trump may have violated federal ethics rules by offering access to his administration in exchange for financial investment. Freight Technologies has not indicated that it seeks access to the White House by holding Trump memecoins. In the days following the company’s announcement, the FRGT stock price grew 111.21% on May 2. The stock closed Friday at $2.08 per share. The Trump memecoin price seems unaffected by the news. You might also like:Trump Family’s dual coin launch draws fire for conflicts of interest and cash grabs Signs of a bubble? Bubbles make sense when they burst, so it’s premature to state that corporate crypto treasuries are the bubble. However, some observers feel that a sudden spike of interest in crypto among public companies draws comparisons with the dot-com bubble. Worth reminding the only *real* public companies that have adopted bitcoin as a corporate treasury are $TSLA, $COIN and $XYZEverybody else sits somewhere on the spectrum between Charles Ponzi and https://t.co/3CghbTay3b— Pledditor (@Pledditor) May 2, 2025 If we look closely, we will see that it’s early to speak about a strong trend or any notable crypto fever among public companies. As more companies acquire Bitcoin, most are relatively small companies that spend humble amounts on it. Strategy, a company holding over 500,000 bitcoins, started to accumulate BTC in 2020. Tesla made a Bitcoin investment in 2021, driving the asset’s price. Strategy became the dominant Bitcoin buyer among public companies. The rest of the public companies hold smaller BTC bags—no need to panic.  As for the Fr8Tech news, the company currently has the financing “earmarked” for purchasing Official Trump, so we’ll see what happens when the purchase is officially made. Read more:More and more companies choose Bitcoin as the prime asset for corporate reserves

一个沉寂已久的比特币钱包在八年无动于衷之后突然苏醒。据区块链分析公司 Arkham Intelligence 称，这位巨无霸已经转移了价值超过 2.5 亿美元的比特币。 这些交易是在过去 16 小时内执行的，表明持有的比特币价值已从 2017 年初的约 300 万美元升值至今天的 2.5 亿美元以上。在昨天的转账之前，该钱包已将其比特币 (BTC) 存放在一个地址中超过八年。 2.5 亿美元比特币鲸鱼在 8 年后苏醒一位自 2016 年底以来一直持有 BTC 的比特币鲸鱼昨晚刚刚转移了超过 2.5 亿美元的 BTC。他的比特币储备从 2017 年初的 300 万美元增加到今天的 2.5 亿美元，并且他在一个地址上持有比特币已有 8 年多。pic.twitter.com/RF1aewYVgy— Arkham (@arkham) 2025 年 3 月 22 日 这些交易在 Arkham 的监控仪表板上可见，表明资金在几个标记为“2.5 亿 BTC 鲸鱼”地址的钱包之间转移。 具体来说，这些交易分两批发生于大约 14-16 小时前，每笔转账涉及约 3,000 BTC，价值约为 2.52 亿美元。 鲸鱼在比特币价格约为 1,000 美元时购买了比特币 根据交易历史，该比特币最初是在 2016 年左右购买的，当时 BTC 的交易价格约为 1,000 美元或更低。 在最近的这些变动之前，这些钱包的最后交易发生在大约 8 年前，正如 Arkham 数据中的时间戳所示，2016 年的早期交易显示了比特币在加密货币价值较低时的积累。 你可能还喜欢：TRX 会跟随比特币吗？孙宇晨讨论区块奖励削减 比特币早期沉寂的钱包被唤醒的现象已经越来越少见。这些事件让我们得以一窥早期采用者在多个市场周期中保持持有比特币所创造的巨大财富。 虽然一些长期持有者仍持有比特币，但行业专家正在争论比特币传统的四年市场周期是否会持续下去。Braiins 的产品与战略主管 Tomas Greif 最近对这些周期的可持续性提出了质疑： 比特币四年周期已结束？Early on, halvings had a major supply impact. But as the majority of BTC has been mined, their effect is shrinking. In a couple of halvings, they will have a negligible effect on supply.我曾经尝试交易周期理论，但失败了。pic.twitter.com/Z1zOZhAKy2—Tomas Greif (@TomasGreif) 2025 年 3 月 18 日 “四年的比特币周期结束了吗？早期，减半对供应产生了重大影响。但随着大多数 BTC 已被开采，其影响正在缩小。经过几次减半，它们对供应的影响将微乎其微，”格雷夫指出。 他认为，尽管历史模式可能会继续成为“自我实现的预言”，但减半对比特币供应的根本影响会随着每个周期而消失。格雷夫强调，无论市场周期如何，减半都将继续影响比特币挖矿经济。 阅读更多：加密货币风险投资融资：Kraken 以 15 亿美元收购 NinjaTrader，MoonPay 获得 2 亿美元融资