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MicroStrategy 的 Michael Saylor 最近向微軟董事會提出建議,表示這家科技巨頭如果大力投資比特幣,市場價值可能會增加近 5 兆美元。Saylor 的報告在三分鐘內完成,強調比特幣是下一個大型科技浪潮。他辯稱,將微軟的現金流、股息和回購轉換為比特幣,可以顯著提高其股價並降低股東風險。Saylor 還強調了對比特幣日益增長的公眾和政治支持,敦促微軟考慮每年投資 1000 億美元於這種加密貨幣。
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**Bitcoin Enters Price Discovery Phase: Opportunities Ahead?** Bitcoin is in the spotlight as it enters a new price discovery phase, sparking excitement among traders. Analyst 'Daan Crypto Trades' notes BTC has been trading above its previous all-time high for nearly a month. Historically, Bitcoin has seen significant gains during such phases, with past cycles witnessing increases of up to 1,600%. Charles Edwards from Capriole Fund highlights that Bitcoin often experiences 4-7 months of strong returns during these phases. November already saw a 40% surge, setting the stage for potential "insane long opportunities" in the coming months. Despite a slight retreat from its recent high, analysts remain optimistic, pointing to December's historical performance. Markus Thielen of 10x Research notes that Bitcoin has averaged a 10% increase in December, especially during halving years. However, caution remains as some experts warn of potential corrections, though they expect continued market momentum unless significant support levels are breached.
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Boyaa Interactive International, a Hong Kong-based gaming company, is shaking up its crypto strategy by swapping Ether for Bitcoin. Between Nov. 19 and Nov. 28, Boyaa converted 14,200 ETH, valued at over $49 million, into about 515 BTC. This move boosts their Bitcoin stash to 3,183 BTC, worth $310.7 million. The decision aligns with Boyaa's strategic plan to expand its Bitcoin reserves, citing future prospects of BTC over ETH. This shift comes after Boyaa's initial $100 million crypto treasury strategy launched in November 2023. Meanwhile, Bitcoin's price has risen over 6% recently, with Ether climbing 18.3%.
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Japanese crypto exchange DMM Bitcoin is reportedly winding down after a $320 million Bitcoin loss from a May hack. The breach involved a private key theft, leading to the loss of over 4,500 BTC. Despite initial promises to guarantee user deposits and procure equivalent funds, the exchange has struggled to recover. Plans are in place to transfer customer assets to SBI VC Trade by March, according to Nikkei Asia. This incident marks one of the largest crypto losses in the region since the 2018 Coincheck hack. DMM Bitcoin, launched in 2018, is owned by DMM Group.
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Ripple's XRP token is experiencing a significant price surge, reaching levels unseen since 2021. Analysts caution this could be a "leverage-driven" pump, as open interest in XRP derivatives has spiked 30% in just 24 hours, totaling $4 billion. Such rapid increases often lead to volatility, with potential for a quick sell-off. XRP's price has jumped 68% in the last month, outperforming other major cryptocurrencies like Bitcoin and Solana. The rise is fueled by new partnerships, potential ETF approvals, and speculative rumors about Elon Musk's investment in XRP. Stay vigilant and manage risks.
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David Marcus, former head of Meta's blockchain project Diem, recently revealed that the initiative was halted due to intense political pressure from U.S. regulators. Launched in 2019 as Libra, Diem aimed to create a decentralized payment network with a stablecoin backed by the US dollar, supported by giants like Visa and PayPal. Despite regulatory hurdles being addressed, political resistance, particularly from Treasury Secretary Janet Yellen, led to its demise. Meta eventually sold Diem's assets in early 2022. Marcus, now CEO of Lightspark, emphasizes Bitcoin's potential as a neutral, decentralized financial network.
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