BTC menembus $89.000, kepemilikan Bitcoin MicroStrategy memiliki laba mengambang sekitar $12,9 miliar

Headline

BTC breaks through $89,000

The market shows that BTC breaks through $89,000 and is now at $89,030.4, with a 24-hour increase of 10.79%. The market fluctuates greatly, so please do a good job of risk control.

MicroStrategy’s Bitcoin holdings currently have a floating profit of about $12.9 billion

According to the current price of Bitcoin at $88,875.7, MicroStrategy’s Bitcoin holdings have a floating profit of about $12.9 billion. According to previous news, as of November 11, 2024, MicroStrategy holds a total of 279,420 mata uang kriptos, with a total purchase cost of approximately $11.9 billion and an average price of approximately $42,692.

Pasar

As of press time, according to Coingecko data:

BTC’s latest transaction price is $88,860.74, with a daily increase or decrease of +10.3%;

ETH’s latest transaction price is $3,360.26, with a daily increase or decrease of +5.4%;

BNB’s latest transaction price is $657.11, with a daily increase or decrease of +4.6%;

SOL’s latest transaction price is $221.09, with a daily increase or decrease of +5.0%;

DOGE’s latest transaction price is 0.346 yuan, with a daily increase or decrease of +22.6%;

XPR’s latest transaction price is 0.346 US dollars, with a daily increase or decrease of +4.4%.

Policy

TD Cowen: Bipartisan kripto bill more likely to pass under Trump, but ‘won’t be a top priority’

Bipartisan crypto legislation covering stablecoins and market structure would be more likely to pass under a second Trump term, but “wouldn’t be a top priority,” TD Cowen researchers wrote in a report on Monday. “Given the Trump team’s focus on extending tax cuts and addressing tariffs and trade issues, cryptocurrencies will not be a top priority,” the researchers argued.

Another factor that could delay the political process is “legitimate concerns about AML/BSA compliance” and the role cryptocurrencies could play in sanctions evasion, drug/human trafficking and terrorism financing, the report said. “The more the industry ignores government oversight, the harder it will be to reach a deal that can pass both houses,” analysts said.

Trump seeks crypto-friendly candidates for financial institutions According to the Washington Post, US President-elect Trump is preparing for the US government to take a more relaxed stance on cryptocurrencies. He is looking for candidates for key positions that are friendly to the crypto industry, while his senior advisers are consulting crypto executives on potential changes in federal policy. Initial discussions focused on a range of financial regulators, including the U.S. Securities and Menukarkan Commission. According to five people familiar with the matter, Trump advisers considered letting current regulatory officials, former federal officials and financial industry executives take important leadership positions, many of whom have publicly expressed views in support of cryptocurrencies. They warned that the discussion process is still in its early stages and the list of candidates is still changing.

US judge dismisses former Celsius CEO’s request to withdraw fraud and manipulation charges

Alex Mashinsky, former CEO of crypto platform Celsius, faces criminal prosecution in the United States, and his representative lawyers have failed to withdraw two charges related to commodity fraud and manipulation of Celsius (CEL) token prices.

Judge John Koeltl has filed a document with the U.S. District Court for the Southern District of New York, ruling that the arguments put forward by Mashinsky’s legal team to withdraw the charges are “either meaningless or baseless.” The judge rejected the motion to withdraw the two charges, leaving seven counts in the indictment, and Alex Mashinsky’s trial is scheduled to begin in January 2025.

Blockchain Applications

Aave Labs and Lens parent company Avara launch crypto wallet Family Wallet

Aave Labs and Lens’ parent company Avara announced the launch of Family Wallet, which the team called “a secure, user-friendly crypto wallet for everyone” and “it provides features such as in-app messaging, NFT support, DeFi integration and advanced security.”

As previously reported, about a year ago, Aave Companies acquired Los Feliz Engineering, the development team behind Family, and changed its name to Avara.

Cryptocurrency

OpenAI CEO: I am confident in the bright future of cryptocurrency

OpenAI CEO Sam Altman posted on the X platform: “World (also known as Worldcoin) has made amazing progress in the past year. I am extremely proud of the team, especially the leadership of alexblania! A rare combination of vision and execution. Overall, I am confident in the bright future of cryptocurrency!”

Bitcoin’s market value surpasses silver’s market value

Bitcoin’s market value surpasses silver’s market value to become the world’s eighth largest asset. Bitcoin’s market value is currently $1.741 trillion, and silver’s market value is currently $1.735 trillion.

$576 million was liquidated in the past 24 hours

According to CoinGecko data, the total market value of cryptocurrencies has exceeded $3 trillion, currently at $3.13 trillion, with a 24-hour increase of 6.7%. In addition, BTC has a market share of 56.4% and ETH has a market share of 13%.

According to Coinglass data, $576 million was liquidated in the past 24 hours, of which $216 million was liquidated in long orders and $360 million was liquidated in short orders.

Yesterday, Grayscale ETH had a net inflow of US$63.3 million, setting a record for its highest single-day inflow.

According to Farside Investors data, the capital inflow data for the US spot Bitcoin ETF and spot Ethereum ETF (November 11) are as follows:

Spot Bitcoin ETF: GBTC net inflow of US$24.2 million; BTC net inflow of US$28.2 million;

Spot Ethereum ETF: ETH net inflow of US$63.3 million, setting a record for its highest single-day inflow.

Important Economic Dynamics

The probability of the Fed cutting interest rates by 25 basis points in December is 65.1%

According to CME’s “Fed Watch”, the probability of the Fed maintaining the current interest rate unchanged by December is 34.9%, and the probability of a cumulative interest rate cut of 25 basis points is 65.1%. The probability of maintaining the current interest rate unchanged by January next year is 23%, the probability of a cumulative interest rate cut of 25 basis points is 54.8%, and the probability of a cumulative interest rate cut of 50 basis points is 22.3%.

US Congressman: If the 2017 tax cut policy is made permanent, the Fed may reduce interest rate cuts

US Congressman Nouriel Roubini said that if the 2017 tax cut policy is made permanent, the Fed may reduce interest rate cuts. (Jinshi)

Related: AI asset tokenization: KIP Protocol’s AI+Crypto realism route

原文作者：NingNing（X：@0x Ning 0x） 关于 AI+Crypto 的前景，业内存在着截然不同的观点，形成了一场激烈的三方辩论：  乐观派：AI 的去中心化革命  AI+Crypto 的乐观主义者坚信，区块链技术不仅能够，而且应该彻底改变 AI 的开发和应用方式。他们的愿景包括：  1.去中心化 AI：打破大型科技公司对 AI 的垄断，创造一个人人都能参与的开放 AI 生态系统。 2. ZKML（零知识机器学习）：利用零知识证明技术来训练和验证 AI 模型，确保 AI 的隐私性、可验证性和完整性。这意味着我们可以在不暴露原始数据的情况下证明 AI 模型的正确性和公平性。 3. 数据主权：通过区块链技术，让用户真正拥有并控制自己的数据，同时能从 AI 系统使用其数据中获得经济回报。 4. 去信任化协作：使用智能合约来协调全球范围内的 AI 研究者和开发者，无需中心化的管理机构。 在乐观派看来，AI+Crypto 不仅是技术的结合，更是一场民主化 AI 的革命，有潜力彻底改变 AI 的发展轨迹。 悲观派：Vitalik 的谨慎论   与此相对，以太坊创始人 Vitalik Buterin 代表了一种更为谨慎的态度。他认为，在未来 10 年内 AI+Crypto 的应用场景应该主动局限于几个特定领域： 1.DEX AI Bot 做市商 2. 预测市场做市商 3. DAO 自动治理 Vitalik 的观点代表了一种极简主义路线，试图将 AI+Crypto 限制在一个相对狭窄但可控的范围内。这种观点背后的考虑可能包括：对 AI 潜在风险的担忧、对区块链技术当前局限性的认知，以及对投机性项目泛滥的警惕。  现实主义者：寻找平衡点  在乐观派和悲观派之间，一些现实主义者正在探索更加务实的方案。他们认识到 AI+Crypto 的潜力，但也意识到实现全面去中心化 AI 面临的巨大挑战。这些现实主义者正在尝试：  1.将 AI 模型、知识库和 AI Agent 代币化，创造新的价值捕获模式。 2. 探索 ZKML 等新技术在特定场景下的应用，而不是追求全面的技术革命。 3. 构建连接传统 AI 和区块链世界的桥梁，而不是完全颠覆现有系统。  在这场激烈的辩论中，一个引人注目的项目浮出水面：KIP Protocol。它似乎正试图在理想与现实之间找到一个微妙的平衡点，既吸收了乐观派的部分愿景，又保持了悲观派的谨慎，同时又不失现实主义者的务实态度。  那么，KIP Protocol 究竟是如何定位自己的？它能否成为连接 AI 和 Crypto 世界的关键一环？让我们来深入解剖这个野心勃勃的项目：  1 . 重新定义 AI 资产：从数据到股权  KIP Protocol 的核心创新在于其所有权层。通过 ERC-3525 半同质化代币(SFT)标准，KIP 为每一份 AI 相关的知识资产（数据集、模型、应用）提供了明确的链上所有权证明。  这种方法既回应了 Vitalik 对于明确价值捕获的关注，又扩展了代币化的边界。它不仅仅是将 AI 资产简单地转化为代币，而是创造了一种新的数字股权概念。  与传统的 AI Agent 平台（如 Coze 和 Dify）相比，KIP 的方法有着本质的不同：  – Coze/Dify 模式：用户创造的内容和数据归平台所有。  – KIP 模式：用户保留对自己创造的内容和数据的所有权。  想象一下，你的数据不再是被动地被大公司采集，而是成为你在 AI 经济中的股份。这种转变可能会重新定义数字经济的基本规则。  2. 去中心化的价值分配：从佃农到股东  KIP Protocol 的结算层通过智能合约和$KIP 代币构建了一个透明、自动化的收益分配系统。这个机制与 Vitalik 提出的 DEX AI Bot 做市商有异曲同工之妙：都是试图通过算法和智能合约来实现更公平、高效的价值分配。  但 KIP 走得更远。它不仅仅是为特定应用场景设计的机制，而是试图为整个 AI 产业链创造一个新的价值分配模式。这里，我们又看到了与传统 AI 平台的鲜明对比：  – Coze/Dify 模式：平台获取绝大部分收益，开发者通过有限分成获得报酬。 – KIP 模式：智能合约自动、透明地分配收益，所有参与者都能按贡献获得相应份额。  这种模式可能会激发更多创新，因为它为小型参与者提供了与大公司竞争的平台。  3. 开放式 AI 基础设施：超越单一应用  KIP Protocol 的应用层提供了标准化的 API 接口，允许任何 AI 组件（数据、模型、应用）无缝接入这个开放生态。  这种开放架构与传统 AI 平台的封闭生态系统形成了鲜明对比：  – Coze/Dify 模式：构建围绕平台的封闭生态系统，存在供应商锁定风险。  – KIP 模式：创建一个开放的 AI 资产市场，鼓励跨平台、跨领域的协作和创新。  通过创建一个开放、可组合的 AI 基础设施，KIP 不仅降低了创新门槛，还为跨域协作创造了可能。  4. KIP Protocol 的实际应用场景  为了更好地理解 KIP Protocol 如何在实践中运作，让我们来看几个具体的应用场景：  a) 去中心化医疗数据共享  想象一下，一位研究罕见疾病的医生需要大量的患者数据来训练 AI 模型。传统方式下，这可能涉及复杂的数据共享协议和隐私问题。而使用 KIP Protocol：  – 患者可以将自己的匿名化医疗数据上传为知识资产，并设定访问条件。  – 研究者可以支付$KIP 代币来访问这些数据。  – 智能合约自动执行收益分配，患者因贡献数据而获得报酬。  – ZKML 技术确保数据隐私，同时允许模型训练和验证。  这不仅加速了医学研究，还为患者创造了新的收入来源，同时保护了隐私。  b) 去中心化 AI 创作市场  考虑一个 AI 辅助创作的场景：  – 作家、艺术家和音乐家可以将其作品作为知识资产上传到 KIP 生态系统。  – AI 开发者可以使用这些资产来训练特定领域的创作模型。 – 用户可以使用这些模型来辅助创作，每次使用都会通过智能合约自动分配收益给原创者和模型开发者。  这创造了一个公平的创作生态系统，每个参与者都能从中受益。  c) 企业级知识管理  大型企业可以利用 KIP Protocol 来更好地管理和 monetize 其内部知识：  – 将公司的各种文档、报告和数据转化为知识资产。  – 员工可以更容易地检索和使用这些资产，提高工作效率。  – 公司可以选择将部分非敏感知识资产对外开放，创造新的收入流。 这不仅提高了知识管理的效率，还为公司开辟了新的盈利模式。  5. 创新激励：自上而下 vs 自下而上  在创新动力方面，KIP Protocol 的模式也与传统平台有着根本的不同：  – Coze/Dify 模式：创新主要由平台决定和推动，开发者需要适应平台的规则和限制。  – KIP 模式：创新可以来自生态系统的任何参与者，开发者可以自由组合和创新。  这种差异可能会导致两种完全不同的创新生态。传统平台可能更容易实现短期的、有方向性的创新；而代币化模式则可能孕育出更多意想不到的、颠覆性的创新。  6. 现实主义的商业模式  尽管 KIP Protocol 的愿景宏大，但它展现出的务实态度值得关注：  – 已完成 1000 万美元融资，投资方包括知名机构。  – 有实际客户和收入，不依赖代币发行圈钱。  – 与 Open Campus 在Web3教育领域的合作显示出其在实际应用场景中的潜力。 …