Bitcoin
Search documents
X @Documenting ₿itcoin 📄
Documenting ₿itcoin 📄· 2025-12-20 15:00
A person named Satoshi Nakamoto from California was accused in 2014 of being the inventor of Bitcoin because his name matched the online username pseudonym. The claim was proven false. He denied involvement, and Bitcoin’s creator remains a mystery. https://t.co/VK7DY0xM9k ...
X @mert | helius.dev
mert | helius.dev· 2025-12-20 14:07
in b4 insecure reply guysno guys, it's not zero sum. the dream is that btc also adds privacy as a first class citizen ...
Bitcoin, AI & the Next Macro Shift Investors Aren’t Ready For
Anthony Pompliano· 2025-12-20 14:00
Market Trends & Economic Outlook - CPI数据低于预期,但美联储更关注劳动力市场,通胀可能在明年超过3%,但总体风险在劳动力方面[1] - 汽油价格处于四年低位,工资下降,通胀互换处于年度低点,市场预期美联储明年可能不会降息[1] - AI是潜在的通货紧缩力量,可能限制工资增长,并对劳动力市场产生长期影响[1][2] - 市场出现轮动,资金从成长股转向价值股,从小盘股转向大盘股,这种轮动可能预示着PMI指数上升[2] - 预计被市场遗忘的股票将跑赢拥挤的领头羊,AI基础设施股赚钱难度加大,视觉语言模型(VLM)将成为关注点[2] - 数据中心建设、AI发展和同步升级周期将推动PMI指数上升,但如果大型科技公司表现不佳,可能导致市场出现20%的回调风险[2] Investment Opportunities & Risks - 看好Tesla,认为它将是Mag 7中表现最好的股票,同时Nvidia和Apple也将表现出色,不看好超大规模企业和基于代码构建的公司[2] - Oracle面临风险,因其资产负债表使用方式和收入不足以抵消风险,但相信其收入将在明年加速增长[3] - 传统金融公司Cisco将受益于AI驱动的流量和网络安全需求增长,稳定币交易量增加也将利好Bitcoin[46][47][64] - 银行是AI交易的受益者,因为它们有能力利用AI取代知识型员工,制药公司也在向AI药物发现转型[49][51] - 比特币需要连续三天收于92,000美元上方才能改变下行趋势,AI吸走了本应流入加密货币的资金,但这种情况将在今年开始改变[57][63] AI & Technological Disruption - AI代理正在攻击知识型员工,个人需要成为AI原生,利用AI代理,而不是被AI代理取代[5][6] - 法律公司采用AI的动机可能是为了显得具有AI能力,但实际使用率可能不高,因为效率提高可能会减少按小时计费的收入[4] - 投资者在公开市场中缺乏参与AI趋势的途径,与私人市场相比,公开市场中可投资的AI公司数量不足[39][41] - AI的真正价值在于视觉语言模型(VLM),而不是传统的人工智能,Tesla是一家AI公司,因为它需要计算机视觉来实现机器人出租车和人形机器人[49][46]
BlackRock's Bitcoin ETF racks up $25 billion in yearly inflows despite BTC price slump
Yahoo Finance· 2025-12-20 14:00
Core Insights - The iShares Bitcoin Trust (IBIT) has achieved significant inflows despite a negative return, indicating strong investor interest in the product [1][2][3] Inflows and Rankings - In 2025, IBIT ranks sixth among all ETFs with over $25 billion in inflows, while the top-ranked Vanguard S&P 500 ETF (VOO) has $145 billion [2] - IBIT is the only fund in the top 25 by inflows that has a negative return for the year, down 9.6% as of midday Friday [3] Market Context - Despite its negative performance, IBIT's inflows surpass those of the SPDR Gold ETF (GLD), which has a return of 65% and $20.8 billion in inflows, highlighting a unique investor behavior [3] - The ability to attract $25 billion in a challenging year suggests strong long-term potential for IBIT in favorable market conditions [3]
X @Documenting ₿itcoin 📄
Documenting ₿itcoin 📄· 2025-12-20 13:14
A person named Satoshi Nakamoto in California was accused of being the inventor of Bitcoin because his name matched the online username pseudonym in 2014. The claim was proven false. He denied involvement, and Bitcoin’s creator remains a mystery. https://t.co/wxFKM8H1fW ...
X @Cointelegraph
Cointelegraph· 2025-12-20 13:00
🚨 INSIGHT: MSCI might boot bitcoin-heavy firms like Strategy from indexes, putting up to $9B in passive flows on the line. https://t.co/DE7gJU0Akr ...
🚨 BITCOIN SHORT TERM WARNING
Altcoin Daily· 2025-12-20 13:00
Market Trends & Industry Dynamics - Bitcoin price experienced a dip, remaining relatively unchanged from the beginning of the year, despite significant fundamental shifts [1] - Previously, no US money center bank would deal with crypto-related companies, accept crypto deposits, facilitate crypto trading, or allow wire transfers to crypto exchanges [2] - Currently, major banks, including JP Morgan, are actively engaging with crypto, including tokenization of assets [2] - DTCC has received a no-action letter from the SEC regarding asset tokenization [3] - Traditional finance is increasingly embracing crypto [3] Investment Opportunities & Potential Risks - The long-term value of Bitcoin (3-10 years) is not in question; the only uncertainty lies in its short-term price fluctuations [3]
X @Documenting ₿itcoin 📄
Documenting ₿itcoin 📄· 2025-12-20 12:49
A person named Satoshi Nakamoto in California was accused of being the inventor of Bitcoin because his name matched the pseudonym and had an engineering background. The claim was later proven false. He denied any involvement, and Bitcoin’s creator remains a mystery to this day. https://t.co/WTLclCNwJa ...
X @Bitcoin Magazine
Bitcoin Magazine· 2025-12-20 12:45
You work for it.They print it out of thin air.#Bitcoin fixes this. https://t.co/OgNTRgECZC ...