美联储官宣本月缩表，但对加息依然“保持耐心”，推动资产继续狂欢。在此背景下，美股连创新高，而比特币也再创新高。
The Fed’s state of thumb this month, however, remains “ patient” with interest hikes, pushing assets to continue to party. Against this background, the US shares are even more innovative, and bitcoin is more innovative.
11月9日盘中，比特币一度涨超67700美元，突破了10月下旬触及的67000美元关口，再创历史新高，也使得开年至今比特币的累计涨幅已高达130%。
On 9 November, 除了比特币这个加密货币市场的领头羊之外，包括以太坊、Binance、和Solana在内的其他主要加密货币过去一周内也涨势不停，共同推动加密货币整体市值突破3万亿美元，是去年底市值的整整4倍。 In addition to Bitcoin, the leader of the crypto-currency market, other major encrypted currencies, including `strong' Ethio, Binance, and Solana, have grown steadily over the past week, and has jointly pushed the overall market value of the encrypted currency through $3 trillion, which is four times the full market value at the end of last year. 图片 周一以太坊续刷新高、比特币逼近历史高点 New High on Monday, Bitcoin approaching the highest point in history 加密货币得益于资金流动、利好消息和通胀担忧，比特币周一逼近历史高位，以太坊再度刷新纪录高点。 The encrypt currency has benefited from financial flows, good news and inflation concerns, and Bitcoin is approaching an all-time high on Monday, re-recording its record. 周一，比特币一度上涨超过4%，达到66170美元，接近10月20日达到的历史高点(67016.50美元)，而以太坊达到创纪录的4768.07美元。 On Monday, Bitcoin rose by more than 4 per cent, to $66170, close to its historic high point of 20 October ($67016.50), and at a record level of $4768.07 in Ethio. 由于投资者对上月推出的比特币ETF表示欢迎，自十月初以来，以太坊上涨了约59%，比特币上涨了约51%。 Since the beginning of October, as investors welcomed the introduction of the Bitcoin ETF, there has been an increase of about 59 per cent and about 51 per cent in Bitcoin since the beginning of October. 更有加密对冲基金经理Rahul Rai大胆断言，在2022年年中之前，以太坊的市值将超过比特币，这就是市场所说的“翻转（the flippening）”。他对媒体表示，以太坊有潜力通过DeFi的使用“为全球金融渠道提供动力”。 A more encrypted hedge fund manager, Rahul Rai, boldly asserted that, by mid-2022, the market value of the Taiyo will exceed Bitcoin, which is what the market calls “the flipping.” He said to the media that the Taiyo had the potential to “energize global financial channels” through the use of DeFi. 另外，加密货币数据聚合商Coin Gecko发布的数据显示，全球加密货币市值11月8日达到突破纪录的3万亿美元，其中占据市场总额41.3%的为比特币，以太坊占18.7%。 In addition, data released by Coin Gecko, a condenser of encrypted currency data, show that the global market value of 图片 经纪商IG Markets的分析师Kyle Rodda表示，随着交易员准备应对通胀，实际收益率不断下降，增加了黄金和加密货币等不支付利息的资产的吸引力。此外，该行业的投资情绪也一直不错。 The broker, IG Markets, analyst Kyle Rodda, said that as traders prepare to cope with inflation, the real rate of return continues to decline, adding to the attractiveness of non-interest-paying assets such as gold and encrypted currency. Moreover, investment sentiment in the industry has been positive. Rodda称：“对于加密货币领域，金融机构希望参与其中，监管机构不想对其施加太大压力。” According to Rodda: “In the area of cryptographic currency, financial institutions want to be involved, and regulators do not want to put too much pressure on them.” 最近几周，澳大利亚最大的银行表示将向散户提供加密货币交易，新加坡当局也对这一资产类别持积极态度，股市积极情绪的溢出效应也为加密货币提供了支持。 In recent weeks, the largest bank in Australia has indicated that encrypted currency transactions will be made available to the bulk, and the Singapore authorities have taken a positive view of this asset class, and the spillover effect of positive stock market sentiment has supported the encryption of the currency. 上周，纽约新市长Eric Adams表示，他前三个月的薪水都将以比特币支付，并表示有意让纽约成为“加密货币行业中心”。此前，迈阿密市长也做出了类似的承诺。 Last week, the new Mayor of New York, Eric Adams, stated that his salary for the first three months would be paid in bitcoin and expressed his intention to make New York a “certificate money industry centre.” This was preceded by a similar commitment by the Mayor of Miami. 图片 注意！比特币生态系统仍由大型集中的参与者主导 Attention! Bitcoin ecosystem is still dominated by large-scale and concentrated participants 根据美国国家经济研究局数据显示，比特币的前1万名投资者控制了1/3以上的货币供应，且是比特币游戏中的最大获利者。但如此高的集中度，也使得比特币容易遭受网络攻击。 According to the National Bureau of Economic Research of the United States, the top 10,000 investors in bitcoin control more than one third of the money supply and are the biggest profiter in the Bitcoin game. , however, this high concentration also makes bitcoin vulnerable to cyber attacks. 通过使用区分中介和个人地址的数据收集方法，美国国家经济研究局研究人员发现，中介类型的地址控制了大约550万个比特币，而个人类型的地址控制了大约850万个比特币。此外，前1000名个人投资者控制了大约300万个比特币，集中度较高。 Through the use of data collection methods that distinguish between intermediaries and personal addresses, researchers from the National Bureau of Economic Research of the United States found that the intermediary type of address controls about 5.5 million bitcoins, while the individual type of address controls about 8.5 million bitcoins. In addition, the top 1,000 individual investors controlled about 3 million bitcoins, with a higher concentration. 但是无法排除一些货币量最大的地址可能由同一实体控制，比如，中本聪一个人就有两万个地址，但是数据认为比特币分属于不同的两万个人。 It cannot be excluded, however, that some of the largest-currency addresses may be controlled by the same entity, such as 20,000 addresses for one person in China, but the data suggest that the bitcoins belong to a different 20,000 individuals. 数据显示，比特币“矿工”的集中程度更高。美国国家经济研究局发现，前10%的“矿工”控制着90%的比特币挖矿能力，而0.1%的矿工（约50名）控制着50%的挖矿能力。 The data show that Bitcoin's “miners” are more concentrated. 如此高的集中度使得比特币网络容易遭到“51%算力攻击”，在这种情况下，一组串通好的矿工或者一个矿工就能控制大部分网络。 Such a high concentration makes the Bitcoin network vulnerable to “51% arithmetic attack”, in which case a team of collusive miners or a miner can control most of the network. 随着比特币价格的大幅上涨，集中度也会下降，这意味着当比特币价格大幅下跌时，受“51%算力攻击”的可能性也会加大。 As bitcoin prices rise significantly, so does concentration, which means that when bitcoin prices fall significantly, the risk of “51 per cent arithmetic” will also increase. 经济研究局的研究人员写道，“我们的结果表明，尽管比特币在过去几年受到了极大的关注，但比特币生态系统仍然由大型集中的参与者主导，无论是大型“矿工”、比特币持有者还是交易所。这种集中程度使比特币更容易受到系统性风险的影响，也意味着采用此集中分布方式的大部分收益可能会落入一小部分参与者手中。” Researchers from the Bureau of Economic Research wrote, “Our results show that, despite the great attention that Bitnín has received over the past few years, the Bitnín ecosystem is dominated by large concentrations of participants, be they large “miners”, bitcoin holders or exchanges. This concentration makes Bitnín more vulnerable to systemic risks and also means that most of the benefits from this centralized distribution may fall into the hands of a small number of participants.” 图片 警惕！加密货币炒作低俗化，相关骗局日益增多 "Strange" alert! The encoded currency is subdued, and there are more and more frauds associated with it. 近期以热播剧集《鱿鱼游戏》命名的加密货币—鱿鱼币（SQUID)上演荒诞一幕。这款代币10月26日上线交易，之后一周内价格飙升超2300倍，最高达到2861.80美元。出乎意料的是，11月1日鱿鱼币价格达到高点之后，短短5分钟跌至0.0008美元，几近清零。11月3日，交易所显示鱿鱼币无法交易，运营团队被指已经卷款跑路。 Recently, the encrypt currency named "Squid Game" – SQUID – was a fantastic scene. On October 26, the coin went online, and the price skyrocketed over 2,300 times over the next week, reaching $2861.80. Unsurprisingly, the price of the squid fell to 0.0008 in just five minutes on November 1, almost nothing. On November 3 业内人士称，这是币圈典型的“拉地毯”式骗局，即加密数字货币开发商先将项目的概念炒作起来，等投资者入局，然后毫无征兆地放弃该项目，卷走所有资金。 According to insiders, this is a typical “carpet-and-carpet” scheme in the currency circle, whereby the crypto-digital money developer first develops the concept of the project, waits for the investor to enter the scheme and then abandons the project without any sign of any sign of any sign of progress, diverts all the funds. 康奈尔大学经济学家Eswar Prasad称，加密数字货币的炒作几乎没有监管。无需任何监管机构（审查）或尽职调查， 哪怕只创建一天，那些新发行的加密货币就能在交易所上市。 Economist Eswar Prasad, Cornell University, says that there is little regulation on the production of encrypted digital money. There is no regulatory body (review) or due diligence, and even one day of creation, those newly issued encrypted money can be marketed on the exchange. 11月5日，全球最大的加密货币交易所 Binance宣布对卷款潜逃的鱿鱼币开发商展开调查。该消息公布后，鱿鱼币的价格在24小时内上涨约660%。 On November 5, the world's largest encrypted currency exchange, Binance, announced an investigation into squid developers who had absconded. The price of squid rose by about 660% in 24 hours after the news came out. 值得注意的是，鱿鱼币火爆的背后是加密货币的炒作正在转向小众Meme币（也称“恶搞加密货币”）。题材炒作已把火烧到娱乐和生活领域。 It is worth noting that behind the squid boom is the frenzy of encoded money, which is turning to small Meme (also known as “encrypted currency”) and has burned the fire to entertainment and life. 11月7日，加密货币投资者王明（化名）对时代周报记者解释道：“鱿鱼币也是Meme币的一种。这些Meme币以狗狗币（DOGE）、柴犬币（SHIB）为代表，大多基于网络上的段子、或者蹭一些热点而被创建出来，很容易形成话题炒作。” On November 7, an encrypted currency investor, Wang Ming, explained to the Times Reporter: "Squid coins are also one of Memeco. These Meme coins, represented by Doges and SHIBs, are created mostly on the basis of web-based segments, or with hot spots, and are easily subject to discussion." “Meme币往往价格低、流动性较差，主要面向群体是小散户，投机动机更明确，更易受操控。”王明补充说，“最近随着Meme币走出一轮行情，加密货币圈充斥着一股害怕踏空的情绪，这才导致出现类似鱿鱼币的骗局。” “Meme coins tend to be low-priced and less mobile, and tend to be targeted primarily at small, small and small households, with a clearer motive for speculation and a greater vulnerability to manipulation.” Wang Ming added that “as Meme coins have moved out of the cycle, the encrypt currency ring has recently been filled with a sense of fear of emptiness, which has led to a scheme similar to squid coins”. 图片 加密货币价格暴涨，相关骗局日益增多。美国联邦贸易委员会（FTC）数据显示，在2020年第四季度和2021年第一季度，美国消费者报告的加密货币骗局相关损失总计近8200万美元，同比增加逾9倍。 Encrypted currency prices have risen sharply, and there have been increasing frauds. The United States Federal Trade Commission (FTC) data show that, in the fourth quarter of 2020 and the first quarter of 2021, consumers in the United States reported losses associated with encrypted currency scams totalling nearly $82 million, a more than ninefold increase over the same period. 加密货币炒作正与流行文化热点、娱乐名人紧密结合。他们不仅盯上《鱿鱼游戏》这样的全球文娱大IP，也盯上了之前爆火的美剧《星球大战：曼达罗人》 。据科技媒体Gizmodo在今年4月初报道，网红Matt Lorion向他的120万粉丝兜售一种名为Mando的加密货币。该加密货币以迪士尼《星球大战：曼达罗人》为主题。只是没多久，Mando加密货币的项目方关闭了网站跑路，Matt Lorion成为最大受害者。 In early April, the Internet media Gizmodoro reported that Red Matt Lorion was selling an encrypted currency called Mando to his 1.2 million fans. The encrypted currency was based on Disney Star Wars: Mandaros. Only a short time ago, Mando’s encrypted money project closed down its website and Matt Lorion became the biggest victim. 9月12日，马斯克新宠物狗Floki第一次出现在其Twitter中，随后一些名字含有Folki的小众加密货币价格暴涨。其中，Shiba Floki在24小时内大涨1406.37%。炒作向普罗大众渗透，这引发各界注意。 On September 12, the new moscow dog, Floki, appeared for the first time on his Twitter page, followed by a surge in the price of encrypted currency by small crowds with the name Folki. Of these, Shiba Floki rose by 1406.37% in 24 hours. 英国知名金融投资顾问公司Hargreaves Lansdown高级投资分析师Susannah Streeter表示，“除了高度波动之外，加密货币不受监管，这意味着投资者没有防止（遭遇）欺诈的保护措施。” According to Susannah Street, a senior investment analyst from the well-known British firm of Financial Investment Consultants, Hargreaves Lansdown, “except for high volatility, encrypted currencies are not regulated, which means that investors have no protection against fraud. ” 今年以来，中国监管对虚拟货币的政策持续收紧。9月24日，央行、银保监会、网信办、外汇局、最高人民法院和最高人民检察院等联合发布《关于进一步防范和处置虚拟货币交易炒作风险的通知》。该文件明确，具有非货币当局发行、使用加密技术、分布式账户或类似技术、以数字化形式存在等特点的虚拟货币，如比特币、以太币等所谓“稳定币”，均不具有与法定货币等同的法律地位，不能作为货币在市场上流通。 On September 24, the Central Bank, the Silver Insurance Supervisory Board, the Networked Office, the Foreign Exchange Bureau, the Supreme People’s Court, and the Supreme People’s Procuratorate jointly issued a circular on further prevention and treatment of the risks involved in virtual currency transactions. The document makes it clear that virtual currencies, such as bitcoins and so-called “stabilized currencies” in digitized form, which are issued by non-monetary authorities, use encryption technology, distributed accounts or similar technologies, do not have the same legal status as legal currencies and do not circulate as currency on the market.
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