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晚间必读5篇 | “美债崩溃"真相
丹丹Adane
丹丹Adane
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趋势预测者
04-18 19:56
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1.加密VC关系网络图谱:加密投资隐藏的规则是什么

作为一种资产类别,风险投资始终遵循着极端的幂律分布。但由于我们总是疲于追逐最新叙事,这种分布的具体程度从未被深入研究。过去几周,我们开发了一款追踪所有加密风投机构网络关系的内部工具。为何要这样做?点击阅读

2.特朗普真的可以炒鲍威尔鱿鱼吗?会带来什么经济风险?

美联储长期以来一直以其不受政治压力的独立性而自豪。但随着唐纳德·特朗普总统加大对美联储主席杰罗姆·鲍威尔拒绝降息的攻击,这一传统正面临新的压力。点击阅读

3.Wintermute Ventures:我们为什么投资Euler?

当前链上货币市场的现状可以通过三大架构设计框架来分类:单体式、孤立式和模块化。单体式借贷协议通过限制资产选择、严格的贷款价值比 (LTV) 要求以及高额清算罚金来限制借贷。单体式借贷协议通过汇集用于不同用途的抵押品并允许再抵押,有助于提高资本效率。然而,它们仅在经济条件受限的情况下才允许添加新的抵押品类型,而且通常只能通过治理措施来实现。点击阅读

4.特朗普“服软”降关税?2025年全球博弈新棋局

特朗普此番表态绝非心血来潮,而是内外压力的集中体现。2025年3月,美国核心CPI同比上涨2.8%,二手车价格飙升18%。4月10日对华加征的145%关税进一步推高物价,美国中产家庭年均支出增加约5200美元。若关税继续加码,通胀恐突破美联储加息阈值,重创特朗普的“减税2.0”计划与连任前景。点击阅读

5.“美债崩溃"真相:流动性危机中的4个建议

上周,很多投资全球固定+产品的投资者都吓了一跳,怎么一周把两个月的收益都跌完了?要知道这一类产品一直很稳,但赚钱也不容易,真是应了那句形容固收产品的老话——“赚钱很慢,亏钱很快”。点击阅读

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