Benchmark：机构加密货币采用率提升将让Coinbase收益，给予“买入”评级
2025-04-23 12:36
Odaily星球日报讯 Benchmark 给予加密货币交易所 Coinbase 买入评级和 252 美元的目标价，该经纪商表示 Coinbase 已经建立了业内规模最大的加密交易平台，同时分析认为美国监管的明确性可能会导致机构对加密货币的需求增加，这将使 Coinbase 受益。（CoinDesk）
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もっと >今日 2025-04-30
00:45
Early UNI allocation addresses transferred 9 million UNI worth $47.07 million to Coinbase Prime
Odaily Planet Daily News: According to @ EmberCN monitoring, an investor or institutional address received 9 million UNI allocations from Uniswap in September 2020 and had already transferred all 9 million UNI (approximately $47.07 million) to Coinbase Prime earlier today. This address has not undergone any transfer activities before, and this is the first large-scale transfer.
00:27
The market value of the stablecoin USD1 supported by Trump on BNB Chain has exceeded $1 billion
According to Cryptoslate, the stablecoin USD1 of World Liberty Financial (WLFI), a cryptocurrency project under the Trump family, has been listed on BNB Chain with a value exceeding $1 billion. On chain data shows that three rapid mints of USD1 have been continuously issued on BNB Chain, and USD1 worth hundreds of millions of dollars has been issued to BNB Chain. Combined with the existing supply on Ethereum, the total market value of USD1 has now exceeded 1.02 billion US dollars. Analysts believe that this move may be part of a broader promotion strategy aimed at expanding the influence of USD1 in DeFi protocols, cross chain liquidity pools, and trading platforms.
00:23
JPMorgan Chase: Robinhood's crypto revenue is expected to decline in Q1 after hitting a record by the end of 2024
According to CoinDesk, Morgan Stanley analyst Kenneth Worthington predicts that Robinhood's (HOOD) record breaking cryptocurrency trading revenue in the fourth quarter of 2024 may be unsustainable, and digital asset trading volume may decline in the first quarter of 2025. The trading platform will release its first quarter financial report after market hours on May 1st Eastern Time. The report shows that Robinhood's cryptocurrency trading revenue surged by 700% in the fourth quarter of last year, driving a significant increase in overall trading revenue. However, due to the impact of the stock and bond double kill in the later part of the first quarter and the cryptocurrency market downturn, it is expected that the cryptocurrency trading volume for the quarter will decrease from $71 billion in the fourth quarter to $52 billion. The size of assets under custody (AUC) is expected to decrease by 5% month on month to $183.3 billion, but still increase by 41% year-on-year. Although retail investors were stimulated to buy in early April due to US tariff policies, analysts believe it will be difficult to reverse the decline in the first quarter. The weak demand for margin and derivative trading may further drag down performance. JPMorgan Chase maintains a "neutral" rating and has lowered its target price by $1 to $44, implying approximately 10% downside potential compared to the current stock price of $49.
00:08
SoFi plans to restart encryption services by the end of 2025
According to CoinDesk, fintech company SoFi announced that it will restart its cryptocurrency services and plans to restore customer cryptocurrency asset investment functionality by the end of this year. CEO Anthony Noto stated in a CNBC interview that this return will be more strategic than before the service suspension in 2023, and plans to integrate blockchain technology into all of its major products in the next 24 months. In 2023, SoFi voluntarily suspended trading services for over 20 tokens in order to obtain a US banking license. Noto stated that the new regulations issued by the Office of the Superintendent of the Currency (OCC) in March this year reduced the compliance burden on banks participating in cryptocurrency business, creating conditions for a restart. In addition to trading, SoFi may also launch encrypted payment and encrypted asset lending services.
00:00
Kakarot releases a stack to replace Ethereum ZK and plans to implement real-time STARK proofs on Ethereum L1 before the end of the year
According to The Block, Kakarot, a zkEVM project supported by Ethereum co founders Vitalik Buterin and StarkWare, has announced the completion of a fully functional implementation of the Ethereum Virtual Machine (EVM), with plans to use the STARK proof system to provide real-time proof of Ethereum Layer1 blocks by the end of 2025. This project is built using the Cairo language developed by StarkWare, aiming to provide a zero knowledge proof solution independent of mainstream technology stacks. Kakarot co-founder Clement Walter stated that the current system is capable of generating block proofs within 8 seconds, faster than Ethereum's 12 second block interval. This project implements technology stack differentiation through Cairo language, avoiding reliance on mainstream solutions such as Plonky3 prover and RISC-V instruction set. Ethereum's 2028 roadmap relies on ZK proofs, and Kakarot claims to have built the "first trusted alternative" to generate zero knowledge proofs for Ethereum blocks compared to mainstream stacks. This progress release comes at a time when the Ethereum community is discussing the RISC-V architecture alternative proposed by Vitalik Buterin. The Kakarot team responded that although it is reasonable for the execution layer to use the ZK friendly instruction set, there is no need to rush to RISC-V.