Cyber Capital 創始人：市值前十的 L2 是一場中心化的反烏托邦噩夢 #CYBER $SOL $PE | 幣安廣場上的 Kun Lee

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Cyber​​ Capital 創始人：市值前十的 L2 是一場中心化的反烏托邦噩夢
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$SOL  $PEPE  $DOGE 

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The cumulative trading volume of the dYdX Chain has reached $200 billion. PANews reported on August 2nd that according to official dYdX data, the cumulative trading volume of the dYdX Chain has reached $200 billion. According to previous news, the cumulative trading volume of the dYdX Chain exceeded $100 billion in April this year. $BTC $ETH $BNB

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Blackrock's spot Ethereum ETF ETHA's holdings have surpassed 200,000 ETH. Odaily reported that according to the official update of BlackRock's spot Ethereum ETF data, as of August 1, the market value of the iShares Ethereum Trust ETF (ETHA) reached approximately $679,424,876.21, and the holdings exceeded 200,000 ETH, reaching 218,186.0699 ETH. $BTC $ETH $BNB

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The institution: Expectations of rate cuts are excessive, and US bonds have entered the overbought zone. ChainCatcher news, Mark Dowding, Chief Investment Officer of BlueBay, an asset management company under the Royal Bank of Canada, stated that the recent rise in US Treasuries appears to be somewhat excessive, and the market may have already digested the impact of the Federal Reserve's rate cuts. Given that there will be an 80 basis point rate cut by 2024, we believe this is an overshooting range, and fair pricing is for one to two rate cuts. Given this view, we are inclined to take a contrarian position on the recent trend in US Treasury yields. $BTC $ETH $BNB

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The institution: Expectations of rate cuts are excessive, and US bonds have entered the overbought zone. Mark Dowding, Chief Investment Officer of BlueBay, the asset management company of the Royal Bank of Canada, stated that the recent rise in US Treasuries appears to be somewhat excessive, and the market may have already digested the impact of the Federal Reserve's rate cuts. Given that there will be an 80 basis point rate cut remaining by 2024, we believe this is an overbought zone, and fair pricing would be a cut of one to two times. Given this view, we are inclined to take a contrarian position on the recent trend in US Treasury yields. (Gold) $BTC $ETH $BNB

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