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cover of episode ROLLUP: Macro Bearish Report | Biggest Hack In History | SEC Drops Crypto Cases

ROLLUP: Macro Bearish Report | Biggest Hack In History | SEC Drops Crypto Cases

2025/2/28
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Alex Thorne
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David
波士顿大学电气和计算机工程系教授,专注于澄清5G技术与COVID-19之间的误信息。
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Alex Thorne: 近期加密货币市场下跌,比特币跌破9万美元,多种因素共同导致了市场低迷。比特币价格多次触及9万美元附近后反弹,但这次可能无法持续,导致价格下跌。除了加密货币自身因素外,美国经济疲软也导致风险资产普遍下跌,加剧了加密货币市场的跌势。市场缺乏推动比特币上涨的催化剂,导致比特币价格下跌。比特币价格在7.5万到8.5万美元区间缺乏支撑,市场需要重新发现该区间内的价格。比特币价格快速上涨导致7.5万到8.5万美元区间缺乏交易量,市场需要重新评估该区间内的需求。美国经济的不确定性,特别是潜在的失业率上升,可能导致风险资产下跌。如果美国政府大幅裁员,可能导致失业率上升,进而影响消费者支出和风险资产价格。如果通货膨胀得到控制,美联储可能会降息,这将刺激经济并利好市场。美联储可能会在今年进行多次降息,以应对潜在的经济下行风险。美国经济前景的不确定性以及一些重大事件(如David Sachs未购买大量比特币)都对市场情绪造成影响。市场的不确定性以及加密货币市场内部的一些因素(如ETH和SOL的疲软)共同导致了市场下跌。长期持有者应该将比特币价格下跌视为买入机会。市场的不确定性可能导致投资者选择套现,这将对比特币价格造成影响。美联储的货币政策与比特币价格之间存在相关性,但美联储的降息也可能意味着经济状况不佳,这将对市场产生负面影响。 David: 市场正在消化特朗普政府的政策,其侧重点与以往不同,可能更偏向于长期国债收益率而非股票。

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Joining us this week is Alex Thorn to break down why crypto markets are taking a hit. Major hacks, bearish macro signals, and fresh tariffs from the U.S. all played a role. But it’s not all bad news: the SEC is backing off from lawsuits against Coinbase, OpenSea, and Uniswap, signaling a potential shift in regulatory pressure. Plus, Bybit suffered the biggest crypto hack ever, losing $1.5B—how did it happen, and who’s behind it?

Follow Alex: https://x.com/intangiblecoins)

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TIMESTAMPS & RESOURCES   00:00:00 Intro To Alex

00:01:21 Market Breakdown https://www.cnbc.com/2025/02/25/how-trumps-tariffs-on-mexico-and-canada-will-sweep-across-us-states.html

00:09:43 Treasuries vs Equities

00:22:12 The Largest Hack In History https://x.com/Bybit_Official/status/1892965292931702929https://x.com/smyyguy/status/1893007399687958586/photo/1https://x.com/benbybit/status/1892969284587966869https://x.com/benbybit/status/1893102137711960486https://www.chainalysis.com/blog/bybit-exchange-hack-february-2025-crypto-security-dprk/https://x.com/StefanDGeorge/status/1894781521803858353https://x.com/hasufl/status/1894772256179405158https://x.com/arkham/status/1893033424224411885?s=46&t=v4MeJk18PFydz-g2BpdAVghttps://x.com/Jesseeckel/status/1893047605133037905https://x.com/mudit__gupta/status/1893290720603050121https://x.com/Bybit_Official/status/1893687749229563958https://x.com/benbybit/status/1893865556840775758https://x.com/lookonchain/status/1893840256342040727https://x.com/TimBeiko/status/1893412457567383559https://x.com/ethena_labs/status/1892971552565805309

00:34:12 Ethereum Hard Fork Backlash

00:43:03 SEC Drops Lawsuits https://x.com/coinbase/status/1892923603814936896https://x.com/dfinzer/status/1893086281300582772https://x.com/Uniswap/status/1894452298698358989https://x.com/econoar/status/1894501626209271973

00:48:32 Hester Peirce Update

00:54:46 Bullish Or Bearish?

01:04:48 A16Z’s Newest Hire https://x.com/patrickmchenry/status/1894735546213171378

01:06:30 Stablecoin Issues

01:12:31 US Treasury Updates https://x.com/Bitcoin_Laws/status/1893399549454229690https://bitcoinlaws.io/

01:15:58 Find Alex on Twitter https://x.com/intangiblecoins

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