Web3 英文奏折

2026/01/09 | 共收录 13 篇原创情报

👤 (3) X 上的 Fred Krueger：“Sign Up for Bitcoin Alpha — Venezuela Edition June 25, 2026 Bitcoin Alpha is an invitation-only forum focused on ground-truth intelligence, local market insight, and actionable Bitcoin research. The Venezuela Edition will concentrate on on-the-ground monetary dynamics,” | 行业资深观察员
发布于【2026年01月09日 05时】

比特币阿尔法论坛委内瑞拉专场，聚焦高通胀经济下的加密货币应用、资本管制与实地支付生态闭门研讨

📊 ❤️ 9 | 📝 127 词 | 🔗 深度阅读

👤 (3) X 上的 CryptosRus：“RIPPLE AND AWS EXPLORE AMAZON BEDROCK AI FOR XRP LEDGER MONITORING. Recent reports indicate that Ripple and Amazon Web Services (AWS) are testing Amazon Bedrock’s generative AI to enhance operations on the $XRP Ledger (XRPL). The XRPL’s high-performance C++ architecture https://t.co/SJSw6gS9Zz” | 行业资深观察员
发布于【2026年01月09日 05时】

Ripple与AWS测试Amazon Bedrock AI，以自动化提升XRPL日志分析效率

📊 ❤️ 25 | 📝 119 词 | 🔗 深度阅读

👤 (3) X 上的 Cointelegraph：“👁‍🗨Not Dead Yet | S1E1 — Bruce Schneier The @Snowden leaks were more than 12 years ago. It opened the world’s eyes to government mass surveillance and the power of data, but what really changed? In the first episode of Not Dead Yet, @rkbaggs speaks with Bruce Schneier, a New https://t.co/FQUkPvex6F” | 行业资深观察员
发布于【2026年01月09日 05时】

斯诺登事件后，大规模监控与数据权力问题持续存在，AI加剧隐私威胁，需政治层面应对

📊 ❤️ 48 | 📝 196 词 | 🔗 深度阅读

👤 (3) X 上的 Rajat Soni, CFA：“The wealthy try to get rid of their dollars ASAP, but the working class holds onto their dollars for as long as possible You sell your time to your job for something that can be printed out of nothing (because you have to) But our time is finite, and we can’t get it back once” | 行业资深观察员
发布于【2026年01月09日 05时】

富人急于抛售美元，而工薪阶层则长期持有时间有限且不可逆，最佳策略是将时间换取货币后迅速转为资产美元设计上持续贬值，越早处置越有利

📊 ❤️ 46 | 📝 104 词 | 🔗 深度阅读

👤 (3) X 上的 Daan Crypto Trades：“$BTC Nothing changed here so far. Market went straight up from the yearly open but rejected at the same resistance. Now sitting at the 4H 200MA/EMA again near the middle of the range. Would still recommend most people to just wait until either ~$83K or ~$94K gives in and then https://t.co/5GMbCBMgYV” | 行业资深观察员
发布于【2026年01月09日 05时】

比特币现横盘于4H均线中位，建议等待83K或94K方向突破，震荡或持续数周

📊 ❤️ 93 | 📝 73 词 | 🔗 深度阅读

👤 (3) X 上的 PaulBarron：“⚠️ Morgan Stanley suddenly wants to launch a “digital wallet” for tokenized assets and even private equity – think @xStocksFi – later this year? $BTC $ETH $XRP $SOL The same banks that debanked crypto founders and called it a scam are now desperate to be the middlemen of the https://t.co/QvwYgySyRr” | 行业资深观察员
发布于【2026年01月09日 04时】

摩根士丹利拟推数字钱包托管代币化资产，实为掌控密钥收取费用，背离去中心化初衷

📊 ❤️ 163 | 📝 77 词 | 🔗 深度阅读

👤 (3) X 上的 The Kobeissi Letter：“Hedge fund oil positioning is extremely bearish: WTI Crude oil net long positioning as % of open interest is down to just 10%, the lowest since 2009. The percentage dropped -40 points in 2025, posting one of the biggest annual declines on record. By comparison, WTI Crude net https://t.co/Rcq6azBeX9” | 行业资深观察员
发布于【2026年01月09日 03时】

对冲基金原油持仓极度看空，净多头占比创多年新低，市场情绪与近年均值反差显著

📊 ❤️ 449 | 📝 90 词 | 🔗 深度阅读

👤 X 上的 The Kobeissi Letter：“US dominance in global LNG exports is growing: US LNG exports surged +25% in 2025, to a record 116 million tons. This makes the US the first country in history to export more than 100 million tons of LNG in a single year. December exports alone hit an all-time high of 11.5 https://t.co/1q1GIXF6Dp” | 行业资深观察员
发布于【2026年01月09日 02时】

2025年美国LNG出口量达1.16亿吨创纪录，占全球25%，2026年或再增2000万吨

📊 ❤️ 467 | 📝 109 词 | 🔗 深度阅读

👤 X 上的 Crypto Rover：“$LSD has just launched! Targeting a $45B TVL market, $LSD brings next-gen liquid staking to Solana by automatically allocating SOL to the most efficient validators using AI-powered smart pools to optimize yield, incentives, and risk. Built by a team closely connected to the https://t.co/SdogDO2sqf” | 行业资深观察员
发布于【2026年01月09日 02时】

$LSD上线，旨在通过AI智能池优化SOL质押收益与风险，成为Solana生态核心质押层

📊 ❤️ 118 | 📝 76 词 | 🔗 深度阅读

👤 (3) X 上的 CryptosRus：“VANECK’S BASE CASE: BITCOIN AT $2.9 MILLION BY 2050 That’s their realistic scenario — capturing 10% of global international trade settlements and 5% of domestic GDP, plus central banks allocating ~2.5% of reserves to $BTC. But the bull case? A staggering $52.4 million per https://t.co/eBalYMNfQD” | 行业资深观察员
发布于【2026年01月09日 01时】

Vaneck预测：比特币2050年基准目标290万美元，牛市或达5240万美元，长期投资价值显著

📊 ❤️ 62 | 📝 89 词 | 🔗 深度阅读

👤 (3) X 上的 CryptosRus：“🌐 BINANCE’S 2025 TRADING VOLUME PUTS “SCALE” IN PERSPECTIVE. @binance says its State of the Blockchain 2025 report shows $34 TRILLION traded across all products in 2025. Spot alone topped $7.1T — and Binance hit $145T all-time volume. This isn’t just “big numbers” — it’s https://t.co/phFtA2avKJ” | 行业资深观察员
发布于【2026年01月09日 01时】

币安2025年交易额达34万亿美元，日均交易量增18%，体现加密市场规模化发展

📊 ❤️ 31 | 📝 86 词 | 🔗 深度阅读

👤 (4) X 上的 The Kobeissi Letter：“BREAKING: China’s stock trading volume hit 2.8 trillion yuan, $401 billion, on Tuesday, the highest since September. This is more than 2.5 TIMES the daily average of 1.1 trillion yuan over the last 5 years. China’s onshore stock turnover has more than doubled since June. This https://t.co/daEl4MjQEg” | 行业资深观察员
发布于【2026年01月09日 01时】

中国股市1月2日成交额达2.8万亿元，创去年9月以来新高，超六成个股开年上涨

📊 ❤️ 759 | 📝 111 词 | 🔗 深度阅读

👤 (4) X 上的 Daan Crypto Trades：“$BTC The first few weeks of price action in the year are usually all over the place. Very rarely you see BTC trending straight away without some chop and fakeouts first. 2023 (and 2013) were the exceptions, where price went straight up and never really looked back. Everything https://t.co/xhnqVH83dQ” | 行业资深观察员
发布于【2026年01月09日 01时】

行业观察者

📊 ❤️ 141 | 📝 71 词 | 🔗 深度阅读