Author: 行政

Make CryptoSlate preferred on Coinbase, the largest US-based exchange, ended a difficult first quarter with a fresh test of investor confidence after the crypto exchange missed Wall Street estimates by reporting another quarterly loss, and later suffered a service disruption tied to an Amazon Web Services (AWS) outage.The sequence gave investors a sharp reminder of the company’s two competing narratives. Coinbase remains heavily exposed to crypto trading cycles, which weakened in the first three months of the year as Bitcoin and other digital assets retreated from recent highs.At the same time, the company is asking the market to value it…

Make CryptoSlate preferred on Elon Musk’s SpaceX has turned one of the world’s largest artificial intelligence clusters into a commercial compute product, creating a new challenge for Bitcoin miners racing to recast themselves as AI infrastructure companies.Anthropic said it reached a deal to use the full computing power of SpaceX’s Colossus 1 facility in Memphis, Tennessee, giving the Claude maker more than 220,000 Nvidia processors and 300 megawatts of new capacity within a month.The added capacity helped Anthropic double Claude Code rate limits for paid plans, remove peak-hour usage caps for Pro and Max accounts, and sharply increase developer request…

Donald Trump Jr. said at Consensus that he and his siblings remain involved with World Liberty Financial. The denial followed speculation tied to Trump family names being removed from public website pages. World Liberty sued Justin Sun for defamation on May 4 after Sun alleged the firm froze WLFI tokens. Donald Trump Jr. has denied that the Trump family has stepped back from World Liberty Financial (WLF) during the Consensus conference this week.  Speaking alongside World Liberty co-founder Zach Witkoff, Trump Jr. characterised the claims as social media-driven misinformation. He said he and his siblings remain actively involved, despite speculation…

Bitcoin retreated amid clashes in the Strait of Hormuz and rising oil prices. Analysts argue that a limited appetite for full‑scale escalation caps downside risk. Bulls aim for a rebound toward $82,000, but bears could target a breakdown below $78,000. Bitcoin dropped to around $79,200 in early trading on Friday as fresh military skirmishes in the Strait of Hormuz rattled global risk assets. The crypto bellwether was witnessing a sharp intraday pullback after a brief run above $80,000, with the latest price swing highlighting prevailing weakness amid potential geopolitical shocks. However, despite this outlook, is a classic “bear trap” in…

Michael Saylor said Strategy could sell some Bitcoin to fund dividends tied to preferred securities such as STRC. Supporting coverage said Strategy holds 818,334 BTC and faces about US$1.5 billion in annual dividend obligations. Samson Mow defended the option, saying Bitcoin treasury firms need flexibility because “public markets are war.” Right now, the crypto community seems to be in a strange position, mostly due to Michael Saylor’s current messaging around Strategy’s Bitcoin (BTC) holdings.  He basically said Strategy could sell Bitcoin to fund dividends, which ignited a debate over the company’s treasury model. Supporters frame the option as flexibility and…

Bitcoin-backed digital credit products have grown to roughly US$10 billion (AU$14 billion) in under a year, according to Strive CEO Matt Cole. Industry executives believe the sector could become a multi-trillion-dollar market if it captures a small share of global credit markets. Firms including Strive, Bitcoin Standard Treasury Company and Nakamoto are expanding or exploring products tied to Bitcoin treasury holdings. A growing market for Bitcoin-backed “digital credit” products could eventually develop into a US$3 trillion (AU$4.2 trillion) opportunity, according to executives speaking at Consensus Miami this week. The discussion centred on new yield-generating instruments tied to Bitcoin treasury holdings,…

JPMorgan says Bitcoin is increasingly outperforming gold as investors seek protection from geopolitical instability and currency debasement. Sustained inflows into Bitcoin ETFs and stronger futures positioning suggest both retail and institutional investors are raising crypto exposure. Strategy’s continued Bitcoin accumulation is reinforcing demand, with JPMorgan estimating purchases could hit US$30 billion (AU$42 billion) this year. Bitcoin is gaining momentum over gold in the so-called debasement trade, with JPMorgan analysts saying investor flows increasingly favour crypto following the Iran conflict. The bank pointed to sustained inflows into Bitcoin exchange-traded funds alongside continued weakness in gold ETF demand as evidence of changing…

Make CryptoSlate preferred on XRP has moved from a deleveraging panic to a fragile base-building phase, and the question of when the next all-time high will return hinges on catalysts that have yet to show up in price.The asset trades around $1.42 on CryptoSlate’s live XRP page today, May 7, with a market value near $87.5 billion, roughly $2.8 billion in 24-hour volume, and 61.8 billion tokens in circulation.That leaves XRP about 63% below the $3.84 all-time high from Jan. 4, 2018. A return to that record would require a gain of roughly 170% from current levels.That gap turns the…

Make CryptoSlate preferred on Bitcoin’s macro setup is increasingly tied to the same forces driving the S&P 500 to new highs: liquidity, concentration, rate expectations, and investor tolerance for stretched valuations.The current S&P 500 structure shows an index still moving in a powerful long-term uptrend, with price near 7,365 on the weekly chart, while valuation indicators sit in historically elevated territory.That combination creates a constructive backdrop for Bitcoin in the near term, with a clear condition attached.BTC benefits while the equity trend remains intact.Fragility rises if expensive equities begin to roll over under the weight of rates, earnings pressure, or…

Make CryptoSlate preferred on Bitcoin’s return above $80,000 has brought back a question traders have not had to confront at scale since 2020: how does the world’s largest digital asset behave when a health scare, rather than rates, regulation, or crypto-native leverage, becomes the market’s dominant risk headline?The immediate trigger is a hantavirus outbreak aboard the MV Hondius, a luxury cruise ship en route to the Canary Islands.On May 6, the World Health Organization (WHO) confirmed a cluster of severe respiratory illnesses on board, including two confirmed cases, five suspected infections, and three deaths as of May 4.This comes as…