比特幣（BTC）的價格約為104,000美元，加密貨幣股票在AI需求下飆升

加密礦業和數據中心公司，例如密碼開採（CIFR），Hive Digital（Hive），Hut 8（Hut）和Terawulf（Wulf）

Crypto mining and data center firms were in the spotlight on Friday as optimism about artificial intelligence (AI) computing demand, fomented by CoreWeave's (CRWV) massive deal with ChatGPT developer OpenAI, buoyed their stocks, while Galaxy Digital (GLXY) began trading on the Nasdaq.

加密礦業和數據中心公司週五引起了人們的關注，因為對人工智能（AI）計算需求的樂觀態度，由Coreweave（CRWV）與Chatgpt Developer Openai的大規模交易引起了人們的歡迎，同時促進了他們的股票，而Galaxy Digital（Glxy）開始在NASDAQ上進行交易。

What Happened

發生了什麼

CoreWeave's stock price soared by more than 26% after disclosing a $4 billion partnership with OpenAI for providing AI computing power.

CoreWeave的股價飆升了26％以上，此前與Openai披露了40億美元的合作夥伴關係，以提供AI計算能力。

The partnership will see CoreWeave's data centers support OpenAI's large language models (LLMs), which are used in applications like ChatGPT.

合作夥伴關係將看到CoreWeave的數據中心支持OpenAI的大型語言模型（LLMS），該模型用於ChatGpt等應用程序。

This partnership signals the growing demand for data center capacity to support AI workloads.

這種夥伴關係指出了對數據中心支持AI工作量的能力的不斷增長。

Among the miners and data center firms that were showing strength were Cipher Mining (CIFR), Hive Digital (HIVE), Hut 8 (HUT), and TeraWulf (WULF), which booked 10%-20% gains.

在顯示強度的礦工和數據中心公司中，有密碼開採（CIFR），Hive Digital（Hive），Hut 8（Hut）和Terawulf（Wulf）（WULF），它們預訂了10％-20％的增長。

These firms are often viewed by market participants as proxies for infrastructure bets linked to AIs.

這些公司通常被市場參與者視為與AIS相關的基礎設施投注的代理。

For its part, Galaxy Digital saw its shares rise by 8% as it commenced trading on the Nasdaq, marking the long-awaited U.S. market debut for the firm.

Galaxy Digital在納斯達克（Nasdaq）開始交易時，其份額上升了8％，這是該公司期待已久的美國市場首次亮相。

The company, which is already listed in Toronto, manages crypto investments, trades digital assets, and also has a data center business.

該公司已經在多倫多列出，管理加密投資，交易數字資產，並擁有數據中心業務。

Its shares have dropped sharply this year due to the downturn in digital assets and a probe by the U.S. Securities and Exchange Commission.

由於數字資產的低迷和美國證券交易委員會的調查，今年其股票今年急劇下跌。

However, they rebounded somewhat this week after a U.S. judge rejected a settlement proposal between the SEC and Ripple (CRYPTO: XRP).

但是，在美國法官拒絕了SEC和Ripple之間的和解提案（Crypto：XRP）之後，他們本周有些反彈。

Coinbase (NASDAQ:COIN) shares also rebounded by 9% after a sharp drop on Thursday that was triggered by customer data breach and ongoing regulatory scrutiny by the SEC.

Coinbase（NASDAQ：COIN）的股票在周四的急劇下降後，股票也得到了9％的反彈，這是由SEC的客戶數據洩露和正在進行的監管審查觸發的。

DeFi Development (NASDAQ:DFTC) shares surged by 45% to reach fresh record highs on news that it had struck a validator operation deal with memecoin BONK and was planning to add more Solana (CRYPTO: SOL) tokens to its treasury.

Defi Development（NASDAQ：DFTC）的股票飆升了45％，以達到新聞記錄的最高紀錄，因為它與Memecoin Bonk達成了驗證運營協議，併計劃在其財政部添加更多的Solana（Crypto：Sol）代幣。

The company, which integrates real estate technology with a Solana treasury strategy, is focusing on memecoins and lending protocols within the Solana ecosystem.

該公司將房地產技術與索拉納國庫策略相結合，它專注於索拉納生態系統中的成員和貸款協議。

On the other hand, BTC price moved up slightly, rising by 1.3% over the 24 hours to trade above $104,000. Meanwhile, ether rose by 2.3% to reach $2,580.

另一方面，BTC價格略有上漲，在24小時內增長了1.3％，以超過$ 104,000的交易。同時，以太幣上漲了2.3％，達到2,580美元。

The broad-market CoinDesk 20 Index was flat, while XRP slipped as a U.S. judge rejected the proposed settlement between Ripple and the SEC.

寬闊的市場Coindesk 20指數是平坦的，而XRP由於美國法官而拒絕了Ripple和SEC之間的擬議定居點。

The judge's decision to reject the proposed settlement could have implications for the legal battle between the SEC and crypto firms.

法官決定拒絕擬議的解決方案的決定可能會對SEC和加密貨幣公司之間的法律鬥爭產生影響。

The latest developments in the case are unfolding as the U.S. Congress prepares to return from summer recess and begin deliberations on crypto legislation.

隨著美國國會準備從夏季休會返回並開始審議加密立法時，此案的最新發展正在發展。

The House of Representatives passed a comprehensive crypto bill in June, setting the stage for the Senate to consider its own version of the legislation.

眾議院於6月通過了一項全面的加密法案，為參議院奠定了階段，以考慮其自己的立法版本。

The Senate Banking Committee has held several hearings on crypto issues this year, focusing on topics such as stablecoins, DeFi, and the role of the SEC in regulating digital assets.

參議院銀行委員會今年已經舉行了幾次有關加密貨幣問題的聽證會，重點介紹了諸如Stablecoins，Defi和SEC在規範數字資產中的作用等主題。

The outcome of the legislative process remains uncertain, but it could have a significant impact on the future of the crypto industry in the U.S.

立法過程的結果仍然不確定，但它可能會對美國加密行業的未來產生重大影響

The University of Michigan's latest survey showed that consumers expect 1-year inflation to rise to 7.3%, up from 6.5%, and reached the highest levels since the 1980s.

密歇根大學的最新調查顯示，消費者預計1年通貨膨脹率將從6.5％上升到7.3％，並達到自1980年代以來的最高水平。

Expectations for 5-10 years later ticked up to 4.6%, hitting multi-decade highs.

5 - 10年後的期望高達4.6％，達到了多年的高點。

"It's so high it doesn't make sense," Louis Navellier, chief investment officer of money management firm Navellier said in a market note.

貨幣管理公司Navellier的首席投資官Louis Navellier在市場票據中說：“這是如此之高。”

Responses showed staggering divergence in outlooks by political affiliations, with the Republican outlook for far tamer inflation.

反應表明，政治隸屬關係的前景差異驚人，共和黨對遠處通貨膨脹的前景。

Traditional markets, consequently, shrugged off the data, with major U.S. stock indices climbing higher towards the latter hours of the session.

因此，傳統市場聳了聳肩，美國主要的股票指數越來越高。

However, rising inflation expectations may have a second-order impact on markets by discouraging Fed policymakers from cutting rates in the next months.

但是，通貨膨脹期望的上升可能會通過阻止未來幾個月降低利率的降低稅率來對市場產生二階影響。

"The concern here is that the Fed has expressed interest in consumer expectations on inflation, and with their concern about the potential of tariff-fueled inflation, it may give them further reason to pause," said Navellier.

Navellier說：“這裡的關注點是，美聯儲對消費者對通貨膨脹的期望表示了興趣，並且由於他們對關稅通貨膨脹的潛力的關注，這可能會給他們進一步的理由停頓。”