比特币（BTC）的价格约为104,000美元，加密货币股票在AI需求下飙升

加密矿业和数据中心公司，例如密码开采（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.

加密矿业和数据中心公司周五引起了人们的关注，因为对人工智能（AI）计算需求的乐观态度，由Coreweave（CRWV）与Chatgpt Developer Openai的大规模交易引起了人们的欢迎，同时促进了他们的股票，而Galaxy Digital（Glxy）开始在NASDAQ上进行交易。

What Happened

发生了什么

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

CoreWeave的股价飙升了26％以上，此前与Openai披露了40亿美元的合作伙伴关系，以提供AI计算能力。

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

合作伙伴关系将看到CoreWeave的数据中心支持OpenAI的大型语言模型（LLMS），该模型用于ChatGpt等应用程序。

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

这种伙伴关系指出了对数据中心支持AI工作量的能力的不断增长。

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.

在显示强度的矿工和数据中心公司中，有密码开采（CIFR），Hive Digital（Hive），Hut 8（Hut）和Terawulf（Wulf）（WULF），它们预订了10％-20％的增长。

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

这些公司通常被市场参与者视为与AIS相关的基础设施投注的代理。

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在纳斯达克（Nasdaq）开始交易时，其份额上升了8％，这是该公司期待已久的美国市场首次亮相。

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

该公司已经在多伦多列出，管理加密投资，交易数字资产，并拥有数据中心业务。

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.

由于数字资产的低迷和美国证券交易委员会的调查，今年其股票今年急剧下跌。

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

但是，在美国法官拒绝了SEC和Ripple之间的和解提案（Crypto：XRP）之后，他们本周有些反弹。

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）的股票在周四的急剧下降后，股票也得到了9％的反弹，这是由SEC的客户数据泄露和正在进行的监管审查触发的。

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）的股票飙升了45％，以达到新闻记录的最高纪录，因为它与Memecoin Bonk达成了验证运营协议，并计划在其财政部添加更多的Solana（Crypto：Sol）代币。

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

该公司将房地产技术与索拉纳国库策略相结合，它专注于索拉纳生态系统中的成员和贷款协议。

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价格略有上涨，在24小时内增长了1.3％，以超过$ 104,000的交易。同时，以太币上涨了2.3％，达到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.

宽阔的市场Coindesk 20指数是平坦的，而XRP由于美国法官而拒绝了Ripple和SEC之间的拟议定居点。

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

法官决定拒绝拟议的解决方案的决定可能会对SEC和加密货币公司之间的法律斗争产生影响。

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.

随着美国国会准备从夏季休会返回并开始审议加密立法时，此案的最新发展正在发展。

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.

众议院于6月通过了一项全面的加密法案，为参议院奠定了阶段，以考虑其自己的立法版本。

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.

参议院银行委员会今年已经举行了几次有关加密货币问题的听证会，重点介绍了诸如Stablecoins，Defi和SEC在规范数字资产中的作用等主题。

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.

立法过程的结果仍然不确定，但它可能会对美国加密行业的未来产生重大影响

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.

密歇根大学的最新调查显示，消费者预计1年通货膨胀率将从6.5％上升到7.3％，并达到自1980年代以来的最高水平。

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

5 - 10年后的期望高达4.6％，达到了多年的高点。

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

货币管理公司Navellier的首席投资官Louis Navellier在市场票据中说：“这是如此之高。”

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

反应表明，政治隶属关系的前景差异惊人，共和党对远处通货膨胀的前景。

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

因此，传统市场耸了耸肩，美国主要的股票指数越来越高。

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，通货膨胀期望的上升可能会通过阻止未来几个月降低利率的降低税率来对市场产生二阶影响。

"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说：“这里的关注点是，美联储对消费者对通货膨胀的期望表示了兴趣，并且由于他们对关税通货膨胀的潜力的关注，这可能会给他们进一步的理由停顿。”