主题:03月06号小组实时新闻

作者:1

[第1段]

开始时间: 12:31:04

结束时间: 12:32:20

对话:

Aimee: "Finally broke through the 70k resistance. Time to celebrate 🎉🎉🎉"{Dwayne:👏}

Hale: "The bulls are rising!!! The Bitcoin bull market is back"

[第2段]

开始时间: 12:36:04

结束时间: 12:44:20

对话:

Everley: "So strong. From the war driven drop to 63000, it rebounded 10000 dollars in just a few days"

Sherman: "Everyone can clearly feel it. The market has undergone a fundamental reversal"

Aimee: "Bitcoin has re established its short term dominance"

Dwayne: "Just as we expected, the shorts completely surrendered. A massive number of short positions were liquidated"

Dariel: "A textbook level sentiment switch"

[第3段]

开始时间: 12:46:04

结束时间: 12:54:20

对话:

Sherman: "Macro concerns easing plus stable liquidity expectations. Previously pressured tech stocks and crypto sectors became the vanguard of the rebound"{Lea:👏}

Hale: "The most fascinating thing about the crypto sector is the violence of its rebounds"{Sherman:👍}

Aimee: "In addition, funding rates on major CEX and DEX platforms have finally ended the long negative phase"

Toby: "That is the key point. Completely different from the lifeless funding rates over the past few months"

Dwayne: "The major players cleverly took advantage of the stubborn sentiment of shorting every rally and completed the harvest in one move"

Lea: @11@"What does that mean?"

Toby: "Simply put, the shorts have been beaten into submission. The market finally no longer doubts the bull market"

Dariel: "Shorts were either forced to close their positions or switched to the long side. Market confidence has truly been repaired"{Stan:👍}

[第4段]

开始时间: 12:56:20

结束时间: 13:01:20

对话:

Everley: "A Davis double kill on both technical and sentiment fronts"

Lea: "So funding rates actually have such important reference value"

Toby: "You cannot just look at the surface numbers. It essentially reflects the outcome of the long short battle"

Dwayne: "In historical bottom reversals, funding rates always reversed simultaneously without exception"

Hale: "Looks like we should prepare to go aggressively long again"

[第5段]

开始时间: 13:01:55

结束时间: 13:03:20

对话:

Toby: "It is worth noting that after turning positive this time, the rate is only close to neutral and has not surged to extreme highs"

Aimee: "I remember this is the healthiest type of reversal. It means the market is still in a moderate uptrend"

Toby: "Exactly. There is still room for the rise and leveraged longs are not overcrowded yet"{Bryce:👍}

[第6段]

开始时间: 13:05:20

结束时间: 13:26:20

对话:

Stan: "Next we just wait for massive short liquidations and short covering to push prices even higher"

Sherman: "Especially strategic institutional shorts. If they are forced to stop out, it will be a major bullish catalyst"

Bryce: "From a narrative perspective, crypto's violent rebound is very important. It strongly challenged Ray Dalio's so called fatigue narrative"

Dariel: "Price appreciation is the strongest defense"

Everley: "Strange. Dalio and Bridgewater executives have publicly questioned Bitcoin more than once"

Aimee: "I strongly suspect Bridgewater is one of the major forces actively shorting crypto"

Bryce: "This fatigue narrative argument became a huge trigger and sparked a fierce public debate"

Sherman: "The divergence between Bitcoin and gold made gold supporters aggressively bearish on Bitcoin"

Joyce: @30@"What exactly is the logic behind the fatigue narrative?"

Bryce: "Lack of central bank support and quantum computing risk"

Joyce: "Ohhh, the same old tired argument again"

Lea: "We are all tired of hearing it, right?"

Stan: "Those criticisms are actually the reasons Bitcoin is worth buying and its future bullish potential"

Bryce: "Many crypto industry leaders used exactly that argument to refute it"

Hale: "Exactly. If those criticisms did not exist, Bitcoin would already be worth one million dollars per coin"

Sherman: "We invest in Bitcoin because we believe those issues will change over time"

Joyce: "Those criticisms literally represent opportunity"

Bryce: "Developers will solve the quantum risks and central banks will gradually accept it"

Toby: "It should be noted that the criticisms in the fatigue narrative belong to Bitcoin's early stage arguments. The logic behind Bitcoin's rise has long changed"

Dariel: "Bitcoin has real practical use cases, something gold cannot compete with"{Godly:👍}

Toby: "Yes. Comparing Bitcoin with gold is fair, but ignoring the differences in practical operation between the two assets is misleading"

Stan: "Ultimately this is a debate between the monetary architecture of the last century and the emerging monetary architecture of this century"

Lea: "There should not be so much conflict. Gold and Bitcoin both have their own roles"

Everley: "True crypto believers no longer compare the two side by side"

Aimee: "They represent hard assets from different monetary eras"

Aldrich: "Next week will be a milestone moment. The Bitcoin network will witness the birth of the 20 millionth Bitcoin"{Dwayne:👍,Dariel:👍}

Hale: "Oh!!! That is something worth celebrating"

Joyce: "Already 20 million mined? Only less than 5 percent left. The final one million Bitcoins"

Toby: "This may be one of the most symbolic milestones for Bitcoin in the near future"

[第7段]

开始时间: 13:27:20

结束时间: 13:55:20

对话:

Dwayne: "Years ago there were predictions that the 20 million mark would signal Bitcoin officially entering the era of scarcity"

Godly: "Will the final one million Bitcoins be mined soon then? No more additional supply"

Sherman: "Congratulations to Bitcoin and the crypto industry. Seventeen years of mining history is essentially the history of crypto"{Aldrich:👍}

Dariel: "Wow. It has already been 17 years since Satoshi Nakamoto mined the genesis block"

Aldrich: @54@"On the contrary, mining the final one million will take a long 114 years"

Aldrich: "Only then will the network truly stop producing new Bitcoins"

Godly: "??? Why would that be?"

Sherman: "Buddy, the halving mechanism. It gets harder and harder to mine"

Aldrich: "Currently each block reward is only 3.125 BTC. In 2028 this number will halve again"

Stan: "Looking at it now, the mechanism is brilliant. Bitcoin's inflation rate is gradually compressed to nearly zero"

Bryce: @59@"Bitcoin can be infinitely divided. The fractional BTC used for block rewards will continue to be mined for a long time"

Toby: "Our generation witnessed Bitcoin's rise from 0 to 20 million. Our great grandchildren may still witness the final stage of mining the last million"

Joyce: "Mining across centuries"

Lea: "With output so low, miners will all lose their jobs in the future.."

Sherman: "Look at today's mining cost. It has already surged to around 70000. After the next halving I cannot imagine"

Everley: "Rewards keep decreasing. Miners are destined to become the tears of the era"

Aimee: "I heard they can transform into maintainers of the Bitcoin network and earn fees from it"

Stan: "Yes. That is a potential solution. Transaction fees will become miners' primary income"

Dwayne: "That would not be fundamentally different from Ethereum's current staking mechanism"

Sherman: "If future Bitcoin transaction fees are not enough to incentivize miners, that path will not work"

Stan: @70@"Compared with early mining, transaction fee profits are not even in the same magnitude"

[第8段]

开始时间: 13:55:50

结束时间: 14:05:20

对话:

Sherman: "No choice. It is still better than immediate unemployment"

Bryce: "The essence of mining is computing power. So my guess is they could seamlessly transition into the AI industry"

Stan: "Hahaha, logically that actually makes sense"

Joyce: "Do you think it is possible that when only a few hundred thousand Bitcoins remain, mining costs become too high and nobody mines the rest?"

Sherman: "Good question. I had similar concerns during the last halving"

Toby: "Of course that is possible. If costs and Bitcoin prices diverge too much, mining would rely purely on faith"

Aimee: @77@"That would actually be good news. It means Bitcoin would have hundreds of thousands fewer coins, making it even scarcer"

Dwayne: "Bitcoin is far more scarce than the data suggests"

Dwayne: "Many early wallets likely contain massive amounts of Bitcoin permanently lost due to missing private keys, meaning actual circulation is even smaller"

Stan: "That adds another layer of physical deflation on top of the 21 million cap"

Lea: "I cannot imagine the regret of those people now. Owning hundreds of millions in crypto assets but forgetting the password"

Joyce: "Hahahahaha. Many early users simply did not take it seriously. Back then Bitcoin was worth only a few dollars"

Dariel: @82@"That also includes Satoshi Nakamoto's massive Bitcoin holdings"

Everley: "Well, no one knows whether he will ever choose to sell"

Sherman: "My lifelong wish is to know who Satoshi Nakamoto really is"

Dwayne: @87@"I believe he will keep his promise and never sell a single Bitcoin"

Everley: "I also want to know who it is. It is just too mysterious"

Hale: @89@"Is there any estimate of the total lost Bitcoins? Roughly how many?"

Dwayne: "Professional research estimates about 4 million"

Hale: "That many??? Nearly 20 percent of the total supply"

Dwayne: "Of course, that estimate includes Satoshi's holdings"

Everley: "I thought only around 1 million were lost. That exceeds expectations"

Lea: "A new kind of sunken treasure of the 21st century. Is there any way to crack the private keys of those wallets 🤭"

Bryce: "If you could crack them, the entire foundation of the crypto world would collapse, hahaha"

Toby: "Bitcoin's scarcity is written in code, running across tens of thousands of nodes, and governed by mathematical rules that no one can alter"