​除了微观上研究项目和参与交易，我们还需要关注整个行业的宏观变化和阶段性进展。

隔夜BTC继续延续反弹上行趋势，一度重新站上30日均线98.3k。

​2024年可能是DeFi之夏之后链上发展最重要的一年，链上叙事投资机会不断涌现。

稳定币有可能挑战 Visa 和 Mastercard 的市场垄断地位，尤其是在商家和消费者都渴望降低支付手续费的背景下。

别太紧张，启动仅占你长期成功的10%-20%，不要让它变得复杂。

尽管市场整体下跌，人工智能基础设施和代理正在创历史新高，吸引流动性和关注，预计未来依然有很多机会。

发表在财经媒体福布斯网站上的一篇文章指出：Stablecoin 已经成为加密领域最为成功的资产用例之一，依靠以太坊、Solana 和 Tron 等区块链显著促进了跨链交易。

比特币开启了一个去中心化的、7*24h持续运行的、无国界的可信数字世界。但是，这个数字世界的原住民到底是谁？ 直到2024年，Crypto世界出现了Agent，答案开始逐渐清晰。

在比特币诞生16周年 之际，BTC 哈希率（比特币全网总算力）达到了 1,000 EH/s 历史新高，这几乎是 12 个月前网络哈希率的两倍。

虚拟货币的概念在本世纪第一个十年即被提出。在众多“淘金客”的热捧下，其价值被几度大幅炒高。虚拟货币的一些发行者和投资者，也因此赚得盆满钵满。

1. a16z Crypto 加密创业加速器 2024 春季本周启动，25 个参与项目名单公布； 2. MyPrize 完成共计 1300 万美元两轮融资，估值达 1.4 亿美元； 3. Galaxy Digital 公布 2023 年净利润为 2.96 亿美元； 4. 加密游戏开发公司 Gunzilla Games 完成 3000 万美元融资，CoinFund 等领投； 5. 模块化 AI 链数据可用性协议 0G 完成 3500 万美元 Pre-Seed 轮融资，Hack VC 领投； 6. 比特币 DeFi 平台 ALEX 完成 1000 万美元新一轮融资； 7. Tether：将战略重点扩展至 AI 领域； 8. 模块化 L2 开发公司 Reya Labs 完成 1000 万美元融资，Coinbase Ventures 等参投； 9. 彭博 ETF 分析师：香港或采用与美国相反方式创建实物比特币 ETF； 10. Manta 已开放 New Paradigm 活动的提款通道； 11. 美国司法部：KuCoin 及两位创始人被控违反银行保密法和未经许可的资金传输罪； 12. Optimism 拟拨出 8.5 亿枚 OP 代币资助区块链建设者； 13. CFTC 在针对 Kucoin 的起诉书中重申 ETH 是商品； 14. 派盾：Blast 生态项目 Munchables 遭攻击，损失约 6230 万美元； 15. 链游 Illuvium 完成 1200 万美元 A 轮融资，Animoca Brands 等领投； 16. 余弦：Munchables 某开发者系朝鲜黑客，其在获得团队信任后发起攻击； 17. 英国财政部发布关于基金代币化的新报告； 18. 保险经纪公司 Marsh 推出规模达 8.25 亿美元的加密货币托管保险产品。

According to Foresight News, Automated Liquidity Exchange (ALEX) has completed a $10 million strategic funding round led by Spartan Capital, with participation from CMS Holdings, DACM, DWF Labs, Foresight Ventures, G-20 Group, Ouroboros Capital, Summer Capital, Cultur3 Capital, and EVG. ALEX aims to create a decentralized financial layer specific to Bitcoin through Layer2, cross-chain bridges, oracles, and other infrastructure. The company plans to use the new funds to continue developing its financial layer on Stacks.

比特币 DeFi 平台 ALEX 宣布完成新一轮 1000 万美元融资，Spartan Capital 领投，CMS Holdings、DACM、DWF Labs、Foresight Ventures、G-20 Group、Ouroboros Capital、Summer Capital、Cultur3 Capital 和 EVG 等参投。截至目前，ALEX 的锁定总价值近 2 亿美元，52,892 个钱包的总交易量超 13 亿美元。

더블록에 따르면 비트코인 인프라 레이어 프로젝트 알렉스(ALEX)가 전략적 자금 조달 라운드에서 1000만 달러 투자를 유치했다. 이번 라운드는 스파르탄 캐피털이 주도했으며, CMS 홀딩스, DACM, DWF랩스, 포사이트벤처스, G-20그룹, 오로보로스캐피털, 서머 캐피털, 컬쳐3 캐피털, EVG 등이 함께 참여했다. 투자금은 스택스에서 금융 레이어 개발에 사용될 예정이다.

Stacks 生态 DEX ALEX 在 X 平台发文宣布，将在区块高度 144020 上线铭文 STXS，预计时间为美国东部时间 3 月 24 日晚上 8 点。铭文 STXS 价格或因此消息上涨，目前地板价为 357 美元/张。

바이프로스트(Bifrost)가 공식 미디움을 통해 "비트코인 인프라 레이어 프로젝트 알렉스(ALEX), 스택스 기반 브릿지 프로토콜 XLink와 파트너십을 체결했다"고 전했다. 이에 따라 STX, aBTC, SBTC, BFC, BtcUSD 등 암호화폐를 바이프로스트 네트워크·XLink 지원 네트워크 간 이동이 가능해졌다. 바이프로스트는 향후 스택스 생태계 댑(dApp) 구축에 협력한다는 계획이다.

스택스(STX) 기반 디파이 프로토콜 알렉스(ALEX)가 공식 블로그를 통해 ALEX 배출량을 절반으로 줄이는 내용의 거번너스 제안을 발의했다고 밝혔다. 알렉스는 “네트워크 업그레이드 이후 주요 풀의 파밍 수익률을 매력적인 수준에서 유지하기 위해서는 이미션(배출량)을 현행 대비 절반으로 줄일 필요가 있다"고 설명했다.

据官方消息，比特币生态项目 ALEX 发起新提案，计划延迟 Token 排放量减半至 Cycle #300（第 300 周期），并重新分配排放量到关键挖矿池。同时 ALEX 建议在 Nakamoto 升级前后各暂停一周的排放，以确保平稳过渡，最终决定权在于 ALEX 和 atALEX 的代币持有者社区。

According to CryptoPotato, Stacks, a Bitcoin Layer 2 solution, has experienced major growth over the last year, with a 3,386% quarterly and 3,028% annual increase in its revenue, reaching $637,000. The market capitalization of Stack's native cryptocurrency, STX, surged by 203% quarterly and an impressive 598% year-over-year, reaching a milestone of $2 billion. Messari's 'State of Stacks Q4 2023' report revealed a 363% quarterly increase in total value locked (TVL), translating to a 773% rise on an annual basis, reaching $61 million. The report also indicates a remarkable yearly increase in average daily miner revenue by 1,015%, reaching $78,000. Stacks' prominent position within the Bitcoin Layer-2 ecosystem and its prospects for further growth are highlighted, with the Nakamoto upgrade scheduled for April 2024 promising significant advancements. The financial trajectory of Stacks has been propelled by the STX20 Inscription protocol, surpassing the growth metrics of both Bitcoin and the broader cryptocurrency market. Platforms such as ALEX, Arkadiko, and StackingDAO have contributed to Stacks' DeFi ecosystem, with a 52% quarterly rise in daily transactions and a 65% increase in active addresses. This heightened activity has led to a 400% quarter-over-quarter increase in average transaction fees (measured in STX) and an 894% increase when measured in USD, although the average transaction fee in USD terms remained relatively low at $0.25. In 2024, projects developed on the Bitcoin network are being touted by various industry insiders as a prominent theme within the crypto sector. Nansen, an on-chain analysis company, has identified this trend as one of its four 'high-conviction bets' for the year, while Hashdex, a Brazilian asset management firm, has highlighted the emergence of the 'industrial era of Bitcoin' as a key development to watch.

According to BlockBeats, data from CoinGecko reveals that Bitcoin ecosystem tokens have seen a widespread increase in value on February 15th. Among the tokens experiencing significant gains are CKB, STX, RIF, ALEX, and BADGER. CKB saw a 24-hour increase of 66.5%, with its current price at $0.0145. STX experienced a 24-hour gain of 28.6%, with its current price at $2.78. RIF's 24-hour increase reached 52.5%, with its current price at $0.23. ALEX saw a 24-hour gain of 33.9%, with its current price at $0.445. Lastly, BADGER experienced a 24-hour increase of 21.2%, with its current price at $4.38. These significant gains highlight the growing interest and investment in the Bitcoin ecosystem and its associated tokens.