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会员周报：稳定币赛道 25 年万字研报、新提案 EIP-0000 推出多维费用机制、EigenDA V2 能否重塑数据可用性赛道？GAIB 能否破解千亿级云计算市场困局？
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会员周报：稳定币赛道 25 年万字研报、新提案 EIP-0000 推出多维费用机制、EigenDA V2 能否重塑数据可用性赛道？GAIB 能否破解千亿级云计算市场困局？

比特币上周价格一度触及 6 万美元。在收益递减模型下，这绝不是简单的噪音。市场正在触碰整个四年周期与对数增长框架中最脆弱的环节。
当比特币周期顶部的涨幅已被大幅压缩，如果再出现历史级别的深度回调，其经典周期的吸引力将彻底失效。
这不是预测，这是数学规律。
周期顶部涨幅正在压缩
比特币各周期历史顶部：
· 2013 年：~1,242 美元
· 2017 年：~19,700 美元
· 2021 年：~...

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越南政府促使在2026 年 2 月 28 日前开通黄金和资产交易所。

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