比特币连跌创近十月最长纪录
值得看指数 28.0 NO. 018 · 2026.06.05
发布2026/06/04Score53Comments84
为什么值得看
比特币跌至伊朗冲突前低点，创去年8月以来最长连跌周期，加密货币市场整体承压。对AI从业者而言，加密资产波动直接影响AI+Web3创业项目的融资环境和算力成本定价。
编辑判断
加密熊市对AI infra层有隐蔽传导效应。矿卡二级市场供应将激增，RTX 4090等高端显卡价格可能下探，短期利好中小AI团队的算力采购成本。但需警惕两类风险：一是持有加密资产的AI初创公司账面缩水影响融资谈判筹码，二是依赖代币激励的分布式算力网络（如Render、Akash）节点退出导致可用算力波动。建议正在搭建训练集群的团队把显卡采购窗口期提前到Q3，同时审查供应商是否过度暴露于加密资产负债表。
社区反馈
负面 74 条评论
核心争论：比特币是否具备实际货币功能，还是仅属投机工具
I like to tell people I have an imaginary dog. It fits my needs perfectly except for one critical issue --- it won't clean up food dropped on the floor. Bitcoin is imaginary money. It works perfectly except for one critical issue --- it's not very good for purchasing stuff. Bitcoin has about the sa
Contrived. Your imaginary dog can’t teleport value across the globe instantly, but Bitcoin can.
Value can only teleport if someone is willing to trade traditional currency in exchange on the other side. My no international fee bank account also teleports value across the globe instantly and more merchants are willing to accept it than Bitcoin.