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BlockBeats 消息,10 月 28 日,Strategy 股东以 99.3% 的赞成票比例通过每日分红的公司提案,未来 STRF、STRC、STRK、STRD 将在每个自然日计息并分红。
BlockBeats 消息,10 月 28 日,「大空头」原型人物 Michael Burry 通过其 Substack 账号表示,Anthropic 刚公开的 IPO 招股说明书(S-1)揭示了整个 AI 热潮(而非仅 Anthropic 一家)存在灾难性脆弱的系统性风险。其主要理由如下:
1、巨额计算力承诺:Anthropic 已签署约 5370 亿美元的计算力/基础设施购买与租赁协议(主要来自 Amazon、Google/Alphabet、Microsoft、Broadcom 等),待定交易(含与 SpaceXAI 等)可能再增加数百亿美元,总规模有望接近 8000 亿美元。这大约相当于其当前年化营收运行率(约 650 亿美元)的 12 倍,也远超 trailing 12 个月收入的 20 倍。
2、循环与互联融资结构:超算巨头同时扮演 Anthropic 的「贷款人、供应商、渠道商和股东」多重角色。融资安排简直「华丽而大胆」(garish and audacious)。这种高度互联在上行周期看起来像安全网,但一旦增长暂停或下行,整个生态会变得极度脆弱。他将其类比为互联网泡沫时期的供应商融资。
3、增长已在放缓 + 成本加速:季度营收增速从上一季的约 144% 降至约 46%,而计算成本却大幅上升(约 78%)。Michael Burry 指出 S-1 数据主要截至 6 月 30 日,未能充分反映 Q3 及之后开发者生态的变化,且「没有什么能改变我的整体观点」。
Michael Burry 认为 Anthropic 这套结构在 AI 持续高速增长时可以运转,但任何明显放缓都可能引发连锁反应甚至崩溃。他强调风险在于系统的「循环性与连接性」,而非单纯技术问题。
资金费率Top
PF_TREADUSD | 2.3144%4h |
PI_XRPUSD | 0.5597%4h |
PI_XBTUSD | 0.2575%4h |
XMR-USDT | 0.2217%8h |
WIN-USDT | 0.2176%8h |
多空比
BTC | 1.24 | |
ETH | 1.13 | |
SOL | 1.17 | |
XRP | 0.95 | |
DOGE | 1.04 |
全球指数
加密货币大数据
# | 名称 | 价格 | 24H涨跌 | 7D涨跌 | 市值 | 交易额/量 | 流通率 | 7D价格趋势线 | ||
|---|---|---|---|---|---|---|---|---|---|---|
1 | BTC Bitcoin | $80613.1 | +0.29% | -3.95% | $1,620.16B | $18.43B 228.34KBTC | ![]() 95.7% | |||
2 | ETH Ethereum | $2333.94 | -0.07% | -5.75% | $285.83B | $49.7B 3.63METH | ![]() ∞ | |||
3 | USDT Tether | $1 | +0.14% | +0.14% | $181.82B | $882.67M 897.16MUSDT | ![]() ∞ | |||
4 | BNB Binance ... | $749.3 | +0.61% | +0.41% | $98.45B | $1.18B 1.58MBNB | ![]() 65.8% | |||
5 | XRP Ripple | $1.3134 | -0.38% | -3.37% | $83.08B | $2.92B 2.20BXRP | ![]() 63.4% | |||
6 | USDC USD Coin | $1.0011 | -0.02% | +0% | $71.25B | $5.8B 5.79BUSDC | ![]() ∞ | |||
7 | SOL Solana | $100.95 | +0.17% | -5.60% | $59.51B | $3.13B 19.88MSOL | ![]() ∞ | |||
8 | TRX TRON | $0.3318 | +1.16% | -0.06% | $31.41B | $353.32M 1.07BTRX | ![]() ∞ | |||
9 | STETH Lido Sta... | $2330.48 | +0.10% | -5.94% | $22.68B | $3.64M 1.56KSTETH | ![]() ∞ | |||
10 | ZEC Zcash | $1278.41 | -0.23% | -3.15% | $21.69B | $663.76M 512.07KZEC | ![]() 81% | |||
11 | HYPE Hyperliq... | $79.877 | +1% | -1.16% | $19.11B | $172.38M 2.13MHYPE | ![]() 23.9% | |||
12 | DOGE Dogecoin | $0.0792 | +1.55% | -3.75% | $11.68B | $1.47B 17.95BDOGE | ![]() ∞ | |||
13 | XMR Monero | $593.53 | +0.83% | -2.70% | $11.17B | $121.93M 204.17KXMR | ![]() ∞ | |||
14 | USDS USDS Sta... | $1.0008 | -0.04% | -0.04% | $9.86B | $3.98M 3.98MUSDS | ![]() ∞ | |||
15 | WBTC Wrapped ... | $81514.9 | +1.91% | -2.52% | $9.34B | $23.23M 287.69WBTC | ![]() ∞ | |||
16 | WBT WhiteBIT... | $77.445 | +0.56% | -5.08% | $9.17B | $37.77M 483.10KWBT | ![]() 29.7% | |||
17 | WBETH Wrapped ... | $2585.49 | -0.31% | -5.83% | $8.95B | $5.92M 2.28KWBETH | ![]() ∞ | |||
18 | LINK ChainLin... | $11.559 | +1.43% | -6.75% | $8.85B | $466.79M 40.36MLINK | ![]() 76.7% | |||
19 | LEO UNUS SED... | $9.421 | +4.05% | +4.07% | $8.54B | $2.26M 246.85KLEO | ![]() ∞ | |||
20 | ADA Cardano | $0.2025 | -1.13% | -10.24% | $7.6B | $192.8M 665.28MADA | ![]() 83.5% | |||
21 | NEAR NEAR Pro... | $4.602 | +1.52% | -11.45% | $6.02B | $4.3B 934.64MNEAR | ![]() ∞ | |||
22 | XLM Stellar | $0.1697 | +0.78% | -7.75% | $5.97B | $134.52M 796.92MXLM | ![]() 70.5% | |||
23 | BCH Bitcoin ... | $293.8 | +2.25% | +2.61% | $5.9B | $1.84B 6.15MBCH | ![]() 95.8% | |||
24 | WETH wETH | $2328.75 | -0.22% | -5.83% | $5.2B | $20.93M 8.99KWETH | ![]() ∞ | |||
25 | LTC Litecoin | $58.17 | +2.81% | -5.47% | $4.5B | $1.09B 5.11MLTC | ![]() 92.6% | |||
26 | DAI Multi-co... | $0.9853 | +0.00% | +0.00% | $4.46B | $845,428.97 857.82KDAI | ![]() ∞ | |||
27 | UNI Uniswap | $7.038 | -1.18% | -5.64% | $4.38B | $1.18B 168.16MUNI | ![]() 62.4% | |||
28 | TON Toncoin | $1.67 | +0.00% | +0.00% | $4.26B | $5.96M 3.64MTON | ![]() ∞ | |||
29 | AVAX Avalanch... | $8.862 | +0.33% | -8.45% | $3.93B | $265.94M 23.77MAVAX | ![]() 61.7% | |||
30 | SUI Sui | $0.924 | +0.39% | -10.50% | $3.79B | $904.92M 969.04MSUI | ![]() 41.2% | |||
31 | GRAM Gram (pr... | $1.225 | +0.82% | -8.79% | $3.47B | $38.65M 30.79MGRAM | ![]() ∞ | |||
32 | XAUT Tether G... | $4038.9 | -0.37% | -2.23% | $3.27B | $156.66M 38.71KXAUT | ![]() ∞ | |||
33 | HBAR Hedera | $0.07555 | -0.53% | -11.23% | $3.2B | $62.94M 836.26MHBAR | ![]() 85% | |||
34 | PYUSD PayPal U... | $1.0011 | -0.02% | -0.02% | $3.03B | $2.38M 2.38MPYUSD | ![]() ∞ | |||
35 | USD1 World Li... | $1.0001 | -0.03% | +0.03% | $2.99B | $331.75M 331.75MUSD1 | ![]() 100% | |||
36 | TAO Bittenso... | $252.42 | +0.96% | -7.51% | $2.94B | $108.56M 427.77KTAO | ![]() 55.6% | |||
37 | SHIB Shiba In... | $0.0{5}4932 | -1.36% | -5.10% | $2.91B | $126.62M 25.75TSHIB | ![]() 100% | |||
38 | QNT Quant | $193.28 | -2.83% | -0.33% | $2.82B | $72.52M 368.99KQNT | ![]() 99.6% | |||
39 | CRO Cronos | $0.05311 | +0.03% | -8.69% | $2.69B | $9.56B 144.77MCRO | ![]() 50.7% | |||
40 | BTW Bitway | $1.7435 | +13.85% | +9.16% | $2.63B | $11.52M 6.75MBTW | ![]() 15.1% | |||
41 | ENA ENA | $0.1943 | -6.90% | -6.30% | $2.59B | $754.43M 3.66BENA | ![]() 89.4% | |||
42 | M MemeCore | $1.1128 | +5.09% | +47.25% | $2.54B | $3.56M 3.27MM | ![]() 22.9% | |||
43 | OKB OKB | $110.03 | +1.11% | -5.52% | $2.3B | $77.56M 706.09KOKB | ![]() 100% | |||
44 | AAVE Aave | $132.16 | +0.51% | -14.95% | $2.04B | $1.08B 8.11MAAVE | ![]() 96.5% | |||
45 | PEPE Pepe | $0.0{5}4849 | +21.22% | +4.84% | $2.03B | $800.03M 165.94TPEPE | ![]() 100% | |||
46 | ONDO Ondo | $0.4158 | +0.09% | -9.48% | $2.02B | $75.75M 185.84MONDO | ![]() 48.7% | |||
47 | PUMP Pump.fun | $0.004191 | -0.93% | -12.16% | $1.93B | $55.63M 12.94BPUMP | ![]() 46.1% | |||
48 | USDF Falcon U... | $0.9954 | -0.02% | +0.04% | $1.88B | $91,727.56 92.14KUSDF | ![]() ∞ | |||
49 | PAXG PAX Gold | $4044.9 | -0.37% | -2.20% | $1.8B | $62.61M 15.60KPAXG | ![]() ∞ | |||
50 | DOT Polkadot | $1.0027 | +1.33% | -13.99% | $1.71B | $73.21M 71.95MDOT | ![]() 81.4% | |||
51 | JLP Jupiter ... | $4.4653 | +0.57% | -3.15% | $1.67B | $3,551.65 793.62JLP | ![]() ∞ | |||
52 | MNT Mantle | $0.5029 | -2.32% | -8.45% | $1.65B | $7.68M 15.02MMNT | ![]() 53.1% | |||
53 | U United S... | $1.0003 | -0.03% | -0.02% | $1.63B | $71.34M 71.34MU | ![]() ∞ | |||
54 | LYX LYX Ecos... | $1.6254 | -5.79% | -5.79% | $1.63B | $17,388.41 9.96KLYX | ![]() 100% | |||
55 | WLD Worldcoi... | $0.4297 | -0.47% | -25.61% | $1.61B | $3.35B 7.79BWLD | ![]() 37.7% | |||
56 | SKY Sky Prot... | $0.06462 | -0.45% | -15.18% | $1.51B | $12.66M 193.99MSKY | ![]() 99.8% | |||
57 | USDD Decentra... | $0.998 | +0.19% | -0.25% | $1.5B | $50.72M 50.79MUSDD | ![]() ∞ | |||
58 | HTX HTX DAO | $0.0{5}1604 | -19.80% | -1.94% | $1.44B | $170.03M 104.68THTX | ![]() 88.9% | |||
59 | ICP Internet... | $2.572 | -0.39% | -11.92% | $1.43B | $31.87M 12.32MICP | ![]() ∞ | |||
60 | WLFI World Li... | $0.0522 | -0.44% | -8.23% | $1.42B | $16.22M 309.84MWLFI | ![]() 27.3% | |||
61 | BFUSD BFUSD | $1.0001 | +0.02% | +0.03% | $1.32B | $3.03M 3.03MBFUSD | ![]() ∞ | |||
62 | BGB Bitget T... | $1.8611 | -1.79% | -3.42% | $1.3B | $15.3M 8.13MBGB | ![]() 35% | |||
63 | USDGO USDGO | $1.0013 | -0.02% | +0% | $1.29B | $68,987.95 68.90KUSDGO | ![]() ∞ | |||
64 | MCS Money Co... | $0.2527 | +0.09% | +0.06% | $1.26B | $47,191.65 186.77KMCS | ![]() 100% | |||
65 | RUBX RUBx | $0.01237 | +0.00% | +0.00% | $1.24B | $0 0.00RUBX | ![]() 100% | |||
66 | ETC Ethereum... | $7.533 | -0.45% | -6.90% | $1.2B | $78.97M 10.42METC | ![]() 75.4% | |||
67 | VVV Venice T... | $24.06 | -5.02% | -8.42% | $1.17B | $15.23M 11.30MVVV | ![]() ∞ | |||
68 | ASTER Aster | $0.7023 | -1.09% | -2.40% | $1.16B | $38.54M 54.31MASTER | ![]() 20.7% | |||
69 | WBNB Wrapped ... | $748.2732 | +0.82% | +0.46% | $1.14B | $4.52M 6.04KWBNB | ![]() ∞ | |||
70 | ARB Arbitrum | $0.1655 | -1.59% | -14.10% | $1.14B | $642.56M 3.88BARB | ![]() 68.9% | |||
71 | JST JUST GOV | $0.1409 | +2.10% | -0.18% | $1.13B | $26.8M 192.11MJST | ![]() 81% | |||
72 | BNSOL Binance ... | $114.7 | +0.08% | -5.45% | $1.08B | $487,944.61 4.24KBNSOL | ![]() ∞ | |||
73 | KCS KuCoin T... | $7.545 | +2.19% | +0.76% | $1.05B | $7.35M 979.66KKCS | ![]() 69.8% | |||
74 | JITOSOL Jito Sta... | $132.01 | +0.80% | -5.25% | $1.05B | $183,192.09 1.38KJITOSOL | ![]() ∞ | |||
75 | GT Gatechai... | $9.66 | +0.20% | -6.85% | $1.01B | $4.15M 425.11KGT | ![]() 73.4% | |||
76 | KAS Kaspa | $0.03542 | +0.71% | -7.91% | $986.24M | $6.28M 176.12MKAS | ![]() 96.8% | |||
77 | POL POL (ex-... | $0.09157 | +0.51% | -4.06% | $972.99M | $21.6M 235.81MPOL | ![]() ∞ | |||
78 | ALGO Algorand | $0.1016 | -1.24% | -9.54% | $918.24M | $833.21M 152.61MALGO | ![]() 90.7% | |||
79 | JUP Jupiter ... | $0.2774 | -0.22% | -15.23% | $878.86M | $12.15M 43.58MJUP | ![]() ∞ | |||
80 | ATOM Cosmos | $1.626 | +0.18% | -6.98% | $873.75M | $593.92M 78.30MATOM | ![]() ∞ | |||
81 | PI Pi Netwo... | $0.07626 | +0.03% | -4.85% | $860.89M | $2.92M 38.15MPI | ![]() 11.3% | |||
82 | RENDER Render N... | $1.664 | -0.30% | -11.40% | $859.95M | $15.19M 9.00MRENDER | ![]() 80.5% | |||
83 | NEXO Nexo | $0.798 | -0.19% | -3.23% | $794.71M | $4.95M 6.23MNEXO | ![]() 100% | |||
84 | BCH Banco de... | $38.75 | -1% | -2% | $788.88M | $20.38M 522.59KBCH | ![]() 95.8% | |||
85 | INJ Injectiv... | $7.79 | -2.62% | -10.76% | $777.61M | $64M 8.02MINJ | ![]() ∞ | |||
86 | HDLR Hoodlers | $2.559 | -29.20% | -59.95% | $767.4M | $1.04M 363.55KHDLR | ![]() 100% | |||
87 | FIL Filecoin | $0.8875 | -0.64% | -14.02% | $742.25M | $125.83M 141.02MFIL | ![]() ∞ | |||
88 | LIT Lighter | $2.9543 | -2.49% | -12.63% | $738.16M | $27.4M 9.05MLIT | ![]() 25% | |||
89 | LALA Lazbubu | $0.6682 | -15.69% | -15.69% | $697.6M | $1.05M 1.36MLALA | ![]() 100% | |||
90 | DASH Dash | $53.08 | -1.98% | +0.95% | $682.73M | $64M 1.19MDASH | ![]() 68.1% | |||
91 | CAKE PancakeS... | $2.0934 | +1.46% | -6.77% | $680.77M | $15.22M 7.29MCAKE | ![]() 81.5% | |||
92 | XDC XDC Netw... | $0.03326 | -4.51% | -4.15% | $665.75M | $16.71M 495.28MXDC | ![]() ∞ | |||
93 | HKB1 HK BLOCK... | $6.5996 | -20.01% | -14.40% | $659.92M | $21,633.91 2.81KHKB1 | ![]() 100% | |||
94 | LSETH Liquid S... | $2606.35 | +0.23% | -4.80% | $651.91M | $1,770.88 0.67LSETH | ![]() ∞ | |||
95 | ETHFI ether.fi... | $0.6519 | -0.93% | -9.40% | $650.13M | $17.99M 26.87METHFI | ![]() 99.9% | |||
96 | LBTC Lombard ... | $63000 | +0.00% | +0.00% | $645.88M | $0 0.00LBTC | ![]() ∞ | |||
97 | PRL Pearl | $1.8049 | +4.83% | -25.67% | $634.82M | $1.8M 1.06MPRL | ![]() 16.7% | |||
98 | ASTEROIDETH Asteroid... | $0.001298 | -0.85% | -9.80% | $565.87M | $108,203.71 81.08MASTEROIDETH | ![]() 100% | |||
99 | MXN MXN | $0.05628 | +0.51% | -0.08% | $563M | $53,323.26 948.96KMXN | ![]() 100% | |||
100 | PYTH Pyth Net... | $0.07155 | -1.27% | -10.60% | $562.4M | $37.31M 515.19MPYTH | ![]() 78.7% |





























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