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LINK $12.49 -2.18%
HYPE $85.33 +0.04%
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Tin nhanh

Jim Cramer cho biết sẽ bán hết Bitcoin, lo ngại mối đe dọa từ máy tính lượng tử đối với sự an toàn của nó

Tin tức từ ChainCatcher, cựu giám đốc quỹ phòng hộ, người dẫn chương trình CNBC Jim Cramer cho biết, do lo ngại rằng máy tính lượng tử sẽ đe dọa an ninh của Bitcoin, ông dự định bán toàn bộ BTC mà mình nắm giữ. Quan điểm này xuất phát từ cuộc phỏng vấn với Arvind Krishna, Chủ tịch kiêm CEO của IBM, người đã nói rằng các nhà đầu tư nên cảnh giác với những thách thức mà máy tính lượng tử có thể gây ra cho mật mã hiện đại trong vòng 3 đến 4 năm tới. Cramer tin rằng máy tính lượng tử có thể đe dọa mạng lưới Bitcoin trong thời gian gần. Tuy nhiên, hiện tại không ai xác nhận độc lập số lượng BTC mà ông nắm giữ, hoặc liệu ông đã hoàn tất việc bán hay chưa.Sau tuyên bố của ông, Bitcoin vẫn giao dịch bình thường quanh mức 63,764 USD, một số người tham gia thị trường lại coi quan điểm của ông như một tín hiệu "ngược chiều Cramer". Bitcoin sử dụng cơ chế ký ECDSA dựa trên đường cong secp256k1, lý thuyết cho thấy, một máy tính lượng tử đủ mạnh có thể sử dụng thuật toán Shor để suy ra khóa riêng từ khóa công khai. Rủi ro chủ yếu tập trung vào các địa chỉ đã công khai khóa công, bao gồm địa chỉ sử dụng lại, định dạng ví cũ, và khoảng thời gian ngắn chưa được xác nhận sau khi giao dịch được phát sóng. Các nhà nghiên cứu ước tính, khoảng 6 triệu đến 7 triệu BTC, chiếm khoảng 30% tổng cung, có thể nằm trong danh mục này. Google Quantum AI ước tính vào tháng 3 năm nay, việc phá vỡ các cơ chế mật mã liên quan có thể cần ít hơn 500,000 qubit vật lý, giảm khoảng 20 lần so với dự đoán trước đó. Nhưng hiện tại, các hệ thống lượng tử thường chỉ có từ vài trăm đến vài nghìn qubit vật lý, và số lượng qubit logic có độ tin cậy cao hơn còn ít hơn. Hầu hết các nhà nghiên cứu dự đoán rằng máy tính lượng tử thực sự có khả năng phá mã có thể chỉ xuất hiện vào những năm 2030 hoặc thậm chí 2040, do đó dự đoán 3 năm của Cramer rõ ràng là sớm hơn so với hầu hết các kỳ vọng công nghệ.

The Japanese Liberal Democratic Party's parliamentary alliance submitted a Web3 policy proposal, calling for the inclusion of blockchain in the national strategy

The Liberal Democratic Party's Blockchain Promotion Parliamentary Alliance in Japan submitted a policy proposal to Finance Minister Katsuyuki Kitayama, calling for the clear inclusion of blockchain and Web3 in the national strategy. The proposal covers multiple areas including tax reform, cryptocurrency ETFs, leveraged trading regulation, responses to unregistered operators, cryptocurrency strategy, and trade logistics. Among them, the proposal suggests further research on the choice mechanism for "declaration separation taxation" and "withholding separation taxation" for crypto assets, and explores the tax treatment methods for exchanges and inheritance of crypto assets.In terms of derivatives regulation, the proposal believes that the current 2x leverage limit for individual cryptocurrency trading is too low and suggests gradually increasing the leverage level in conjunction with margin management systems. At the same time, the proposal also calls for a clear positioning of the cryptocurrency ETF system and strengthening law enforcement cooperation with overseas regulatory agencies. Katsuyuki Kitayama stated that he will actively promote the construction of related systems, including facilitating the implementation of cryptocurrency ETFs and researching a new tax system to be implemented in January 2028.

Billionaire Dan Loeb refutes the AI bubble theory: The AI investment craze is far from peaking, and massive capital expenditures will yield returns

According to BusinessInsider, billionaire investor and hedge fund founder of Third Point, Dan Loeb, stated in a podcast that current market concerns about the "bubble theory" of artificial intelligence (AI) are greatly exaggerated, and the development stage of the AI industry is completely different from that of the internet bubble period.Loeb pointed out that technology giants, including Alphabet, Microsoft, Amazon, and Meta, have collectively exceeded $700 billion in capital expenditures this year, which may reach $1 trillion next year, with the vast majority allocated for AI infrastructure development. He stated that to believe these capital expenditures will not yield returns is equivalent to thinking that companies are "burning money for no reason," but currently, these companies have strong profitability and ample cash flow, allowing them to support investments with their own balance sheets.Loeb emphasized that this is different from the situation during the internet bubble when "valuations detached from fundamentals," and does not constitute a traditional valuation bubble. He also mentioned that AI companies like Anthropic are experiencing rapid revenue growth and accelerated product applications, indicating that the industry is still in the early stages of expansion.Reports indicate that Anthropic's latest financing valuation is nearing $965 billion, with annualized revenue jumping from $14 billion to $47 billion, further strengthening market confidence in the commercialization potential of AI.However, there are still some investors in the market, including Michael Burry, who express concerns about the overheated valuations of AI, believing that massive investments may struggle to yield corresponding returns. Loeb, on the other hand, stated, "We haven't even scratched the surface of AI development," and believes that we are still in the early stages of long-term growth.

The U.S. Treasury Department has launched a financial crackdown on Iran's digital asset infrastructure, freezing nearly $500 million in cryptocurrency assets

The U.S. government, through the Department of the Treasury's Office of Foreign Assets Control (OFAC), has initiated a multi-agency coordinated financial action aimed at systematically targeting Iran's domestic digital asset infrastructure, with the goal of dismantling Tehran's parallel shadow banking system. According to officially disclosed information, this operation has successfully identified and incapacitated a large interconnected digital wallet network directly controlled by the Iranian regime, and has immediately frozen nearly $500 million in sovereign-related crypto assets.The U.S. intends to disrupt Iran's ability to bypass long-standing Western trade embargoes by blocking these alternative capital channels, cutting off its resources to regional proxy networks, and systematically weakening the regime's ability to transfer or repatriate wealth outside the oversight of traditional global clearing institutions. The focus of this enforcement action is to systematically identify state-sponsored large cryptocurrency trading portals, which have quietly evolved into core nodes for evading sanctions.Federal intelligence reports indicate that these regional platforms have processed billions of dollars in high-frequency digital asset transactions, heavily relying on mainstream stablecoins and high-throughput alternative blockchain networks to obscure their illegal settlement flows. Under the newly implemented executive directive, the Treasury is actively blacklisting specific crypto addresses, tracking mining pool variables, and imposing sanctions on foreign technology providers that facilitate these state-supported networks.Additionally, the U.S. is leveraging its dominant position in international banking to compel foreign financial intermediaries to fully comply with its aggressive crypto asset control protocols. The Treasury has issued stern warnings to international technology centers that any platform providing clearing services or liquidity assistance to designated Iranian digital entities will face immediate risks of exclusion from the U.S. financial system.This comprehensive containment model shifts regulatory responsibility to global exchanges, forcing them to deploy advanced real-time blockchain analysis tools to programmatically identify and block any inbound transactions originating from Iranian internet protocol or historical wallet clusters. By installing these stringent crypto safeguards at the level of global gateways, the U.S. government is transforming permissionless distributed ledgers into highly controlled economic zones, ensuring that alternative payment infrastructures cannot be used to undermine broader Western geopolitical security objectives in the next decade.
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