Bluebird80s

تاريخ العملات المشفرة ليس مجرد قصة البيتكوين وسلالته الرقمية؛ إنه سرد متجذر بعمق في عقود من البحث في التشفير ورغبة في نظام مالي لامركزي. قبل ولادة أول عملة رقمية تعمل بشكل حقيقي، استكشف خبراء التشفير وعلماء الكمبيوتر مفاهيم النقود الإلكترونية التي كانت خاصة وآمنة، مما مهد الطريق لثورة في المالية. تعكس الرحلة من المفاهيم النظرية إلى ظاهرة عالمية دفعًا مستمرًا لإنشاء شكل من أشكال المال يكون شفافًا وغير قابل للتغيير، وخاليًا من سيطرة سلطة مركزية.

العلاقة بين أسعار الذهب والعملات المشفرة معقدة وليست سببًا مباشرًا وتأثيرًا. بينما هناك بعض الروابط، فهي غالبًا ما تعكس مشاعر السوق الأوسع والظروف الاقتصادية بدلاً من أن يؤثر أصل واحد بشكل مباشر على الآخر.
إليك تحليل للعوامل الرئيسية:
1. رواية "الملاذ الآمن"
يتم أحيانًا اعتبار كل من الذهب والعملات المشفرة، وخاصة بيتكوين، كأصول "ملاذ آمن". وهذا يعني أنه في أوقات عدم اليقين الاقتصادي، قد يتحول المستثمرون إليهم كوسيلة لحفظ القيمة لحماية أنفسهم من التضخم أو انخفاض قيمة العملات التقليدية.

غالبًا ما تُعتبر أسواق العملات المشفرة، رغم أنها تُرى ككيانات منفصلة عن الأنظمة المالية التقليدية بسبب طبيعتها اللامركزية، عرضة بشكل كبير لتأثير الأحداث العالمية. يمكن أن تؤدي خصائصها الفريدة إلى تفاعلها مع الأحداث العالمية بطرق تتشابه مع الأصول التقليدية مثل الأسهم والسندات والسلع وأيضًا تختلف عنها.
توضح هذه التقرير الطرق الرئيسية التي تؤثر بها الأحداث العالمية على سوق العملات المشفرة، مع التركيز على العوامل الاقتصادية الكلية والجيوسياسية والتنظيمية.

The intersection of AI and cryptocurrency is a rapidly developing area, and recent news and reports suggest a growing concern that the AI "gold rush" may be inflating a new type of bubble, with potential implications for the crypto market. While AI is a powerful tool for crypto, there's a disconnect between the hype and the reality of its current performance.
The AI "Bubble" and Its Hallmarks
Recent studies, including a report from MIT, have revealed a sobering reality: a significant majority of corporate attempts to integrate generative AI are failing to produce meaningful, measurable returns. This gap between investor expectations and actual performance is fueling fears of an unsustainable AI bubble, reminiscent of the dot-com boom.
* Valuations vs. Reality: Despite the underwhelming performance in some sectors, investments in AI startups have skyrocketed, with projections of hundreds of billions of dollars in total investments. This has led to "insane" valuations, as noted by figures like OpenAI CEO Sam Altman, who has openly admitted that the AI market is in a bubble.
* A "Prove-It" Phase: The market is now entering a "prove-it" phase. Investors are shifting from simply funding AI capacity to demanding clear, tangible returns on investment. This means that companies and projects will be scrutinized for their ability to deliver actual productivity and revenue, rather than just relying on the promise of the technology.
AI's Influence on the Crypto Market
The concerns about an AI bubble are particularly relevant to the crypto space, which has its own history of hype cycles. The two technologies are converging in a number of ways:
* AI-Powered Trading: AI algorithms are increasingly used for cryptocurrency trading and market-making. They analyze vast amounts of data, including social media sentiment, news reports, and historical price charts, to make predictions and execute trades faster than humans. This automation can contribute to market volatility and speculation.
* "AI" Tokens: Many cryptocurrency projects are branding themselves as "AI tokens" to capitalize on the current market enthusiasm. However, a closer look at many of these tokens shows they may be overvalued, with their market presence driven more by generalized hype than by a truly innovative or functional product. If the broader AI bubble were to burst, these tokens would likely be among the first to see a significant and painful correction.
* Convergence and Regulation: The convergence of AI and crypto is also attracting regulatory attention. Entities like the International Organization of Securities Commissions (IOSCO) are examining the use cases and risks of AI in capital markets, including its potential to be used for malicious purposes or create systemic risks due to a lack of transparency and explainability in AI models.
In summary, while AI is undeniably a powerful and transformative technology with the potential to enhance crypto markets, the current speculative frenzy and the proven gap between AI hype and real-world results suggest a bubble is forming. This poses a significant risk for the crypto market, especially for assets whose value is primarily tied to the AI narrative rather than a concrete, functional application.

What do you think? Is AI under Attack?

Based on the image provided, it's clear the crypto market is experiencing a downturn today, with most major assets showing negative 24-hour change percentages.
When the market is "going down," experts and analysts typically look at a few key factors to understand the cause and potential outlook. Here's a summary of what experts generally say and the types of things they'd be looking at. I did some Research and I will share it with you.
1. Market Trends and Sentiment:
* Volatility is Normal: The crypto market is known for its high volatility. Price drops like the one shown are not uncommon and are often a natural part of its cycle.
* Bull vs. Bear Markets: Analysts often view price movements in the context of larger market cycles. They would assess whether this is a short-term pullback within a longer-term "bull market" (a period of rising prices) or if it's the beginning of a "bear market" (a period of sustained price decline).
* Sentiment Analysis: Experts analyze public mood and investor confidence. A widespread fear of a downturn can itself contribute to a sell-off, a phenomenon often described as "FUD" (Fear, Uncertainty, and Doubt).
2. Key Drivers and Triggers:
* Macroeconomic Factors: The crypto market doesn't exist in a vacuum. Analysts often link its performance to broader global economic events, such as interest rate changes, inflation data, or geopolitical events. When traditional markets are uncertain, crypto assets, which are often seen as "risk assets," can see a similar decline.
* Regulatory News: Major news regarding government regulations, such as new laws on stablecoins, ETF approvals, or crackdowns on exchanges, can have a significant and immediate impact on prices. Regulatory clarity is often seen as a positive, while new, restrictive regulations can trigger a sell-off.
* Project-Specific News: For individual coins like those in your screenshot (ETH, BTC, XRP), news related to their specific projects—such as a major software upgrade, a security vulnerability, or a new partnership—can cause a price change, which can sometimes affect the broader market.
* On-Chain Data: Sophisticated analysts use "on-chain" data to track what's happening on the blockchain itself. They look at metrics like the number of active wallets, transaction volume, or the flow of assets in and out of exchanges to get a deeper understanding of market activity and investor behavior.
3. Expert Opinions and Forecasts:
* Varying Predictions: You will always find a wide range of opinions. Some experts may see a downturn as a healthy correction, suggesting it's an opportunity for long-term investors to "buy the dip." Others may warn of further price declines and advise caution.
* Long-Term vs. Short-Term: Many analysts, particularly those who follow a "fundamental analysis" approach, emphasize the long-term potential of the technology and its adoption, arguing that short-term price fluctuations are less important. They focus on the underlying value of the projects, their use case, and their community.
In short, while the image shows a clear snapshot of a down market, experts would be diving into the "why" by examining a combination of market sentiment, macroeconomic events, and on-chain data to provide a more comprehensive analysis.
$BTC $ETH

تتميز ساحة العملات المشفرة بالكثير من المشاريع التي تعد ببناء مستقبل الإنترنت، لكن القليل منها يتعامل مع التحدي الأساسي للثقة وقابلية التوسع مثل شبكة Succinct Prover. في قلب هذه الشبكة يوجد رمز PROVE، وهو أصل للحوكمة والخدمات التي تدعم وظائفها الأساسية. هذا المنشور يوضح ما هو PROVE، والغرض الأساسي منه، وما قد يحمله مستقبله.
ما هي شبكة Succinct Prover؟
فكر في المستقبل اللامركزي للإنترنت كسلسلة من الحسابات المعقدة والمعاملات. لكي تكون هذه موثوقة وفعالة، تحتاج إلى إثبات صحتها دون الكشف عن جميع البيانات الأساسية. هنا تأتي إثباتات المعرفة الصفرية (ZK proofs). إنها طريقة تشفيرية لطرف واحد لإثبات لآخر أن بيانًا ما صحيح، دون الكشف عن أي معلومات تتجاوز صحة البيان نفسه.