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比特币BIP-110强制信号窗口不足两周开启,当前支持率约2.64%

Odaily星球日报讯 比特币 BIP-110 强制信号窗口将在区块 961632 开启,预计时间为 2026 年 8 月 9 日左右。截至 7 月 27 日 8:40(EDT),链上高度为 959842,距离该区块约剩 1790 个区块,BIP-110 信号支持率约为 2.64%。 BIP-110 正式名称为 Reduced Data Temporary Softfork,提议限制比特币交易中部分数据字段大小,主要针对 Ordinals 类铭文、大型 OP_RETURN 载荷及类似高数据量用途。若激活,限制将在区块 965664 生效,并在 52416 个区块后自动到期,约为一年。 当前信号支持主要来自 Ocean、独立矿工及小型运营方,Foundry、Antpool、ViaBTC、F2pool 等主要矿池尚未转向支持。Foundry 已要求客户按平均算力投票,只有“支持”票超过参与加权算力的 51%,该矿池才会将所有区块切换为支持信号。 若当前信号水平持续至区块 961632,执行 BIP-110 的节点将拒绝未发出 version bit 4 信号的区块,并跟随少数发出信号的区块。未升级节点将继续接受发出信号和未发出信号的区块,并跟随累计工作量证明最高的链。
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07-02 20:51Important

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Odaily Odaily reports that U.S. Treasury prices rose following a weaker-than-expected non-farm payroll report, as traders lowered their expectations for Federal Reserve rate hikes in the coming months. The yield on the two-year Treasury note, most sensitive to monetary policy changes, fell 6 basis points to 4.11%, while the yield on the 10-year Treasury note fell 2 basis points to 4.46%. Interest rate swap data shows that the market expects about a 20% chance of a rate hike at the Fed's meeting later this month, down from 33% before the data release. The market expects the Federal Reserve to raise interest rates fewer than twice by March 2027, with each increase not exceeding 25 basis points. Non-farm payrolls increased by 57,000 last month, after the figures for the previous two months were revised downwards, while economists surveyed by Bloomberg had expected an increase of 113,000. The unemployment rate fell to 4.2% due to a sharp decline in the labor force participation rate. (Jinshi)

07-02 20:38Important

Non-farm payrolls data fell short of expectations, prompting markets to bet on a rate hike being delayed until the end of the year.

According to Odaily Odaily, U.S. nonfarm payroll data for June showed that despite a decline in the unemployment rate, hiring activity slowed significantly in June, dampening the initial momentum of job growth this year. Data released Thursday by the U.S. Bureau of Labor Statistics showed that nonfarm payrolls increased by 57,000 in June (market expectations were 110,000) after a downward revision of 74,000 jobs to the previous two months last month. The decline in the unemployment rate is due to a significant drop in the labor force participation rate—when the labor force participation rate declines, it means that some people have left the labor market (e.g., giving up job hunting, retiring early, returning to school, etc.). These people are no longer counted in the "unemployed" population or the "labor force," thus leading to a decrease in the unemployment rate. Following the data release, spot gold rose briefly, and the market reduced its bets on a Federal Reserve rate hike. The market has fully priced in a December rate hike by the Fed, previously expecting an October hike. (Golden Ten)

07-08 09:48

Machi Big Brother reduced his long positions by 1,720 ETH, bringing his total holdings down to approximately $8.77 million.

According to Odaily Odaily, Hyperinsight monitoring shows that Machi Big Brother Dage," reduced his long positions in ETH by 1,720 tokens, worth approximately $3.1233 million. His current ETH long positions amount to approximately $8.7745 million, with an average opening price of approximately $1,768.53. His current unrealized loss is approximately $68,200 (-19.43%), and the liquidation price is approximately $1,749.17.

07-07 22:19Important

Analysis: The AI investment boom is cooling down, and the market is reassessing the sustainability of chip and data center spending.

According to Odaily Odaily, the AI ​​infrastructure investment boom is cooling down, and the market is beginning to reassess the sustainability of chip and data center spending. As investors re-examine whether AI infrastructure investment can be sustained, "AI deals" covering the semiconductor, memory chip, and data center industry chain are showing signs of cooling. Recently, AI-related chip stocks such as Micron Technology (MU) and SanDisk (SNDK) have been under pressure. Samsung Electronics previously reported record second-quarter results, but revenue fell short of market expectations, causing its stock price to drop nearly 7%, dragging down the entire AI chip sector. Market concerns are growing that the current AI boom, driven by GPUs, high-bandwidth memory (HBM), and data center construction, may face repricing as cloud computing giants (Hyperscalers) may slow their investments in AI infrastructure. Meanwhile, South Korean memory chip giant SK Hynix's stock price has fallen about 25% from its all-time high ahead of its US IPO, which is also attracting some funds away from existing chip stocks. Analysts point out that after SpaceX's massive IPO boosted valuations of AI-related assets, investors are reassessing the growth logic for the next phase of the AI ​​market. If the AI ​​investment fervor cools further, some funds may flow back from the AI ​​industry chain to other risky assets, including crypto assets. (CoinDesk)

07-07 20:32

SpaceX's Colossus data center faces shutdown order, putting a $45 billion deal at risk.

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07-07 00:44Important

Data: USDC leads USDT in stablecoin trading volume, with monthly trading volume hitting a new high.

According to Odaily from Visa's on-chain data platform, USDC has widened its lead over USDT in stablecoin trading volume in the first half of 2026. Data shows that adjusted stablecoin trading volume rose to $1.79 trillion in June, a 63% increase from May and a 125% increase from June 2025, setting a new record. Visa's statistics exclude non-real economic activities such as bot trading and internal exchange transfers. The total transaction volume of stablecoins reached $8.82 trillion in the first half of the year, exceeding the $5.8 trillion level for the whole of 2024, but still lower than the record $10.8 trillion in 2025. Structurally, USDC accounted for approximately 70% in the first half of 2026, while USDT accounted for approximately 25%, indicating a significant shift in market share towards compliant stablecoins. Analysis indicates that as banks and institutions increasingly use stablecoins for settlement and fund management, including institutions like Standard Chartered and BNY Mellon accelerating their integration into the USDC ecosystem, the stablecoin infrastructure is entering a phase of institutional expansion. (CoinDesk)