推动2024加密热潮的三大催化剂
比特币ETF决议在即，以太坊坎昆升级将激活，比特币四年一度的区块奖励减半临近，2024年的Web3行业将由这三件大事拉开新幕。
比特币ETF的获批将为比特币的流动性和投资便利性提供新的保障，从而吸引更多投资者进入比特币市场。以太坊坎昆升级将使以太坊的扩容能力得到大幅提升，从而为Web3应用的发展提供更强大的底层基础设施。比特币减半将导致比特币的供给减少，理论上会推高其价格。
业内预测，这三件事将是加密资产市场由熊转牛的关键节点。
比特币ETF
2023年12月29日，路透社放出重磅消息称，美国证券交易委员会(SEC)可能会在（美国时间）1月2日或1月3日告知申请人他们是否获准推出现货比特币ETF（比特币交易所交易基金），这将使申请人有时间为1月10日的启动做准备。
截至目前，有13家发行商向SEC提交了比特币现货ETF的申请，包括灰度、贝莱德、富达、VanEck、ARK+21Shares和Bitwise等，这些公司打算在纳斯达克、芝加哥期权交易所BZX和纽约证券交易所Arca等交易所提供现货比特币ETF。
图片来源BitPush
12月29日，多家公司提交了修正案；而12月21日，几位申请人参加了与SEC举行的罕见联合电话会议。
最多在1月10日，SEC将必须做出现货比特币ETF的申请答复。业界普遍认为，该ETF的通过的可能性非常大。
投资研究公司Fundstrat预测，一旦比特币现货ETF获批，比特币价格将从当前水平跃升五倍以上，超过15万美元，甚至达到18万美元。预计2024年第一季度将有超过24亿美元流入新获批的美国的比特币现货ETF市场。
以太坊坎昆升级
长久以来，在与其他区块链的激烈竞争中，以太坊并未占据优势地位。其设计相对繁复，升级过程需要漫长的准备期。与比特币相比，以太坊缺乏资产方面的优势，而与竞争对手链相比，以太坊网络容易因突发热点应用发生拥塞，导致交易延迟和高费用，同时其可扩展性也受到限制。
然而，预测为今年一季度的坎昆升级将为以太坊网络带来巨大的性能提升。通过引入分片技术，坎昆升级将使以太坊网络能够同时处理多个分片，从而大幅提升交易吞吐量。这将使以太坊网络能够满足不断增长的用户需求，同时支持更多的去中心化应用程序和交易。此外，坎昆升级还将降低以太坊网络上的交易费用。
以太坊联合创始人Vitalik Buterin最近分享了更新的路线图，展示了对持续改进和创新的承诺。
其中一项关键更新包括在合并后股权证明(PoS)改进中实施单时隙最终性(SSF)。SSF有望解决以太坊当前在PoS设计中的许多缺陷，从而实现更快、更安全的交易。
开发人员还在Surge等其他领域取得了重大进展，包括EIP-4844和rollups的进步。这些改进增强了以太坊的可扩展性和效率，这对其长期成功至关重要。
Buterin的路线图还通过Scourge等举措解决了PoS中经济中心化的挑战。此次重新设计的重点是解决最大可提取价值（MEV）和一般权益池问题，这对于维护网络的完整性和去中心化至关重要。
分析师对以太坊的未来持乐观态度，有人预测坎昆升级后，以太坊的价格有望达到5000美元以上，而Layer 2将主导以太坊生态，各个链上的去中心化应用迎来底层的重大进步。
比特币区块奖励减半
2024年4月预计迎来比特币区块奖励减半，这一周期将进一步削减比特币的供应量，理论上讲推动其价格上涨。
比特币减半是一个既定事件，即挖出新比特币的区块奖励减半。最初（2012年）的奖励为50 BTC，2016年降至25 BTC，2020年减产至12.5BTC。下一次减半预计将于2024年4月发生，届时每个区块的挖矿奖励将减少至6.25比特币。
今年以Ordinals为代表的协议引领了比特币生态的新潮流，这使得比特币的面貌逐渐改观。特别是基于Ordinals协议的全新比特币铭文实验，开始为这十多年朝着“支付货币”属性发展的比特币引入一些全新的变数，甚至开始显露出类似以太坊生态的初步雏形。
比特币网络不仅出现了NFT，还能借助协议发行同质化代币资产。但与此同时，关于BRC20等“创新”的争议也在持续引发激烈辩论。铭文之后，比特币Layer2网络的出现和发展有可能舒缓新型资产发行带给比特币主网的压力。
The Bitcoin resolution is that the upgrade of Ethereum in Cancun will activate the four-year block award of Bitcoin by half, and the industry in the coming year will start a new curtain by these three major events. The approval of Bitcoin will provide a new guarantee for the liquidity and investment convenience of Bitcoin, thus attracting more investors to enter the bitcoin market. The upgrade of Ethereum in Cancun will greatly improve the expansion capacity of Ethereum, thus providing a stronger underlying infrastructure for the development of applications. The halving of Bitcoin will lead to a reduction in the supply of Bitcoin. In theory, it will push up its price. It is predicted in the industry that these three things will be the key node of the encrypted asset market from bear to bull. Bitcoin Reuters released a heavy news that the US Securities and Exchange Commission may inform the applicants whether they are allowed to launch the spot bitcoin exchange trading fund on the day or the day of the United States, which will give the applicants time to prepare for the launch on the day of the month. Up to now, a publisher has submitted applications for bitcoin spot, including BlackRock Fidelity and so on. The company intends to provide three catalysts for spot bitcoin to promote the encryption boom on NASDAQ, Chicago Board Options Exchange and new york Stock Exchange. Photo source: On May, several companies submitted amendments, and on May, several applicants participated in a rare joint conference call, and at most, they will have to make an application for spot bitcoin. The industry generally believes that it is very likely to pass. The investment research company predicts that once the spot bitcoin is approved, the bitcoin price will be reduced from the current water. It is estimated that more than 100 million dollars will flow into the newly approved American bitcoin spot market in the first quarter of 2008. The upgrade of Ethereum in Cancun has not dominated the fierce competition with other blockchains for a long time, and its design needs a long preparation period. Compared with bitcoin, Ethereum lacks asset advantages, while compared with competitor chains, Ethereum network is prone to congestion due to sudden hot applications. However, it is predicted that the Cancun upgrade in the first quarter of this year will bring great performance improvement to the Ethereum network. By introducing fragmentation technology, the Cancun upgrade will enable the Ethereum network to handle multiple fragments at the same time, thus greatly improving the transaction throughput, which will enable the Ethereum network to meet the growing user demand and support more decentralized applications and transactions. In addition, the Cancun upgrade will also reduce the transaction cost on the Ethereum network. The co-founders of Ethereum, the three catalysts of the dynamic encryption boom, recently shared an updated road map, demonstrating their commitment to continuous improvement and innovation. One of the key updates includes the implementation of single-slot finality in the improvement of the post-merger equity certificate, which is expected to solve many defects in the current design of Ethereum, thus achieving faster and safer transactions. Developers have also made significant progress in other fields, including and. These improvements have enhanced the scalability and efficiency of Ethereum, which is beneficial to its long-term growth. The road map, which is very important, has also solved the challenge of economic centralization in China through such measures. The focus of this redesign is to solve the problem of maximum extractable value and general equity pool, which is very important for maintaining the integrity and decentralization of the network. Analysts are optimistic about the future of Ethereum. Some people predict that the price of Ethereum after the upgrade in Cancun is expected to reach more than US dollars, and the decentralized applications that dominate the Ethereum ecology will usher in significant progress at the bottom. Bitcoin block awards will be halved. It is expected that the period of halving the bitcoin block reward will further reduce the supply of bitcoin, theoretically pushing its price up. It is an established event that the bitcoin block reward will be halved, that is, the reward for digging new bitcoin will be halved in the first year, and the production will be reduced to the next halving in the year. It is expected that the mining reward for each block will be reduced to bitcoin in May, when the agreement represented this year has led the new trend of bitcoin ecology, which has gradually changed the face of bitcoin, especially the base. The new bitcoin inscription experiment of the agreement began to introduce some new variables into the bitcoin that has been developing towards the payment currency attribute for more than ten years, and even began to show the initial prototype similar to the Ethereum ecology. The bitcoin network not only appeared, but also issued homogenized token assets with the help of the agreement, but at the same time, the controversy about innovation continued to cause heated debates. After the inscription, the emergence and development of the bitcoin network may alleviate the pressure brought by the issuance of new assets to the bitcoin main network. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台
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