主题:8月13号高级小组实时新闻

作者:1

[第1段]

开始时间: 12:45:04

结束时间: 12:45:20

对话:

Daniel: "Thanks for sharing, assistant."

[第2段]

开始时间: 12:57:15

结束时间: 13:00:15

对话:

John: "Appreciate the share."

Ken: "There's been so much Ethereum news lately, I can barely keep up!"

Bruce: "That's how a bull market works, gotta get used to it."

[第3段]

开始时间: 13:05:15

结束时间: 13:09:45

对话:

Jeff: "Aren't the profits from burning gas fees no longer going to the dev team now?"

Gregory: "The news says that money is being used to directly burn ETH."

Axel: "To curb Ethereum's inflation, the developers essentially gave up that money voluntarily."

Jeff: "Wow, so the core team now has no extra income from the Ethereum protocol layer?"

Austin: "That's huge, respect to them!"

Ken: "I just found this out, I always thought gas fees were used to support them."

[第4段]

开始时间: 13:13:15

结束时间: 13:30:45

对话:

Scott: "They used to be, but after EIP-1559, not anymore."

Bruce: "Mainnet transaction fees have dropped a lot, so gas fee revenue is actually small now."

Jason: "The devs are creating massive value for Ethereum with no incentive mechanism at the protocol level."

John: "Pure people, fighting for ideals."{Tricia:👍}

Gregory: "But they all hold a certain amount of ETH themselves, so the token's price rise still gives them solid returns."

Daniel: @13@"And there are various Ethereum treasuries, the staking returns from those will support them."

Axel: "Those are similar to government strategic reserves, money in, not out."

Jason: @16@"That part's too small. Right now, the main research funding for the Ethereum Foundation comes from institutional grants."

Ken: "Besides fees, does the protocol layer have any other income?"

Jason: "Nope, just gas fees."

Austin: "One reason for the Ethereum Treasury plan is to bring new revenue to the core team."

Tricia: "Using ETH like a dividend-paying stock, makes sense."

Daniel: "20,000 ETH is no small amount, it'll be a strong incentive."

Austin: "What do you guys think of the new CPI data, big impact?"

Bruce: "Developers are starting to be seen as Ethereum's shareholders, which strengthens governance legitimacy and long-term stability."

Jeff: "As expected."

Austin: "But core inflation at 3.1%, that's disappointing."

Gregory: "That's a worryingly high rate. It won't make the Fed change its mind, right?"

Jason: "Don't worry, it won't change the market's expectation that the Fed may cut rates in September."

Axel: "News barely moves the market now, just look at ETH's price action yesterday."

Austin: "Yeah, the big trend can't be stopped."

John: "Only 10% away from the all-time high, let's go!"

Ken: "Looks like we'll break it before any rate cuts."

[第5段]

开始时间: 13:31:45

结束时间: 13:58:45

对话:

Bruce: "Bitcoin's settlement market cap officially surpassed Amazon last weekend, ranking 6th among global assets."

Daniel: "Oh! That's worth celebrating."

Scott: "Actually, it's only a tiny bit away from 5th place Google, so it'll be 5th soon."

Ken: "Hope it overtakes gold in 5 years and becomes number one!!"

Jeff: "Hahaha, I believe Bitcoin can do it."

John: "The market cap gap with gold is shrinking steadily."

Jason: "President Trump has officially signed a bill allowing crypto in 401(k) retirement accounts, I think we can hit that dream in 5 years."

Tricia: "Will that law really have such a big impact?"

Jason: "Of course. Last week's Bitcoin rally was because of it."

Austin: "This could unlock as much as $9 trillion of potential capital into the digital asset market, about 4 times Bitcoin's current market cap."{Axel:👍}

Austin: "That much? No wonder."

Axel: "This is the entire US retirement account system."

Gregory: "401(k) money barely impacts U.S. stocks, but for crypto, it's totally different."

Jason: "The effect on BTC is long-term, and crypto cycles are usually long bulls and short bears."

Scott: "Trump also signed an executive order the same day ending Operation Choke Point, protecting banking services for the crypto industry, did you see?"

Ken: "Yeah, expected. It was basically confirmed two weeks ago."

Austin: "The Fed and other regulators have promised not to use reputational risk to assess client relationships anymore."

Bruce: "That's actually even more bullish for ETH."

Daniel: "Past unfair practices hurt public trust in the financial system, glad the White House nailed it this time."

Axel: "Curbing financial discrimination and restoring regulatory transparency is on the government's to-do list now."

Jeff: "Thanks to ETH's rally, Vitalik's a blockchain billionaire again."

Gregory: "Ethereum is just wild."

Scott: "No bear force can stop ETH from hitting new highs."

Jason: "The SEC clarifying that liquid staking services aren't securities is a strong boost for ETH."

Daniel: "Yeah, it paves the way for institutionally-generated ETH yield products."

Ken: "By the way, how much ETH does Vitalik still hold?"

Jeff: "Estimated around 240,000, worth over $1 billion."

Bruce: "Vitalik's been doing more public interviews lately, you should check them out."

Austin: "After the Pectra upgrade wrapped, he's had more free time, showing up a lot more."

Bruce: "Good, more public promotion."

John: "What's he mainly talking about?"

Bruce: "Big push for the Ethereum Asset Reserve Company concept, first time for that."

Austin: "Of course he'd support it, embracing institutional power is the trend in crypto now."{John:👍}

[第6段]

开始时间: 13:58:45

结束时间: 14:13:45

对话:

John: "And who knows, maybe the Ethereum Foundation will get major institutional investment or sponsorship someday."

Daniel: @65@"Bro, where can I watch the full interview?"

Axel: "Some companies will invest in asset reserve companies instead of directly holding ETH, broadens the participation channels."

Bruce: "Search for the Bankless podcast."

Daniel: "OK, thanks."

John: "Letting more investors get indirect ETH exposure instead of just direct holding is a good move for the ecosystem."

Jason: "It's like Bitcoin's corporate bond model, ETH reserve companies can attract traditional investors."

Bruce: "Vitalik agrees, it offers more options for people with different financial situations, promoting decentralization and inclusivity in ETH."{Tricia:👍}

Daniel: "How about the tech side? Any mention of new directions?"

Ken: "With the Pectra upgrade's smart wallets and staking optimizations, improving ecosystem efficiency is the core plan now."

Gregory: "That's clearly aligning with the current environment, focusing on ETH's financial properties."

Scott: "BitMine scooped up 300,000 ETH spot last week, big factor in the rally."

Tricia: "How much? 300,000 in a week?"

Scott: "Yep, you read that right. BitMine now holds 1% of ETH's circulating supply."

John: "Wow, the real whale is here."

Daniel: "Didn't you see BitMine's stock? It doubled in a week, super hot."

Jeff: "Same strategy as Strategy?"

Scott: "Similar. BitMine's trading price is at a premium compared to its crypto holdings, letting it issue shares to increase ETH per share."

Jason: "Even bigger ratio is Cosmos Health, announced at least 72.5% of funds raised will be used to build ETH reserves."

Bruce: "Another perk of holding ETH, they can stake it to further increase holdings."

[第7段]

开始时间: 14:14:45

结束时间: 14:21:45

对话:

Tricia: "Oh~ so that's double financing."

Axel: "Optimists think this corporate-buying model can reduce ETH centralization risk and push long-term price growth."{Daniel:👍}

John: "Looks like last weekend's ATH was BitMine's handiwork."

Ken: "Just them net buying 300,000 ETH, ignoring all selling pressure."

Scott: "I heard the new Lineal2 protocol launches in October, will further support corporate ETH spot purchases."

Daniel: "The whale Ether Machine is also hitting Nasdaq around October, expected to raise over $2 billion."

Gregory: "Been waiting on that, finally real progress."

Daniel: "Ether Machine's huge, probably bigger buys than BitMine."

[第8段]

开始时间: 14:28:45

结束时间: 14:34:45

对话:

Daniel: "Definitely, they already have 400,000 ETH as starting assets."

Austin: "Institutional ETH investment is getting fully mainstreamed into capital markets."