Web3Matters 馬特週報
editors@Web3Matters, Denken來自馬特市的科技 × 人文社群，每週為你精選文章。
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 194 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | Language |  Korean | |||
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web3matters.substack.comLatest Issues
第 191 期
🪙 比特幣搖擺不定的資產屬性
Owen 歐文笑長：這份 NYDIG 最新報告指出，比特幣目前正處於「四年週期」中的籌碼清洗階段。數據顯示，無論是今年整體的累計漲幅，還是第二季（Q2）的表現，均落在歷史統計的「後段班」。目前市場情緒低迷，無論長線或短線投資人，觀望氣氛濃厚，進場意願極低。這份報告最大的價值，在於整合了各類資產在短、中、長期的表現，協助我們一眼看懂當前的資金流向。
報告中有一張關鍵圖表，揭示了比特幣「資產屬性」的轉變。觀察「比特幣與 S&P 500、黃...
第 190 期
🚂 比特幣 ETF 是「動能加速器」
Owen 歐文笑長：這份 K33 Research 2026 年上半年回顧報告指出，比特幣在歷經前期的低迷與大幅修正後，多項歷史指標顯示市場已進入底部區域。儘管上半年受老手獲利了結與 ETF 資金撤出影響而承壓，但傳統金融巨頭仍加速建構加密貨幣投資基礎設施，顯示長期機構化趨勢未變。
而報告中一張圖表，精確呈現了比特幣 ETF 的特性。對比「比特幣 ETF 資金流向（紅線）」與「比特幣報酬率（黑線）」可發現，兩者呈現高度一致，明...
第 189 期
🌏 小 DAO 消息：FAB DAO 近期資訊
🍵 行動客廳：FAB DAO Grant｜round 6 申請中！
各種有趣的點子，歡迎一起來實現！FAB DAO Grant 由百岳計畫資金支持，期藉由補助金，讓有行動力的夥伴跑在前頭，推動專案的啟動，讓有趣的人事物可以聚集起來、創造行動與新的可能性！
隆起的山岳形塑了島嶼，地形與氣候形塑了生態與萬象。我們期待 FAB DAO 的環境與補助金，可以如沼澤地般成為 #想像力的棲地，讓多樣的行動在此孕育。...
第 188 期
🪙 比特幣的韌性
Owen 歐文笑長：過去十多年來，比特幣的持有結構歷經顯著演變。檢視 K33 Research 的數據可發現，儘管長期持有者（Long-term Holders）的供給占比在各週期曾有起伏，但整體趨勢穩步攀升。這項籌碼結構的質變，顯示比特幣正逐步褪去早期的投機色彩，轉向由堅定共識所支撐的資產結構。
近期，長期持有者占比攀升至 78.9% 的歷史新高，這在過往常被視為熊市築底的關鍵訊號，但本次週期此訊號很可能失效。因為這次與過往崩潰型熊市不同，當前...
第 187 期
🚀 SpaceX IPO 對幣圈的資金磁吸效應
Owen 歐文笑長：SpaceX 於 2026 年 6 月正式 IPO 並與 xAI 合併，這場重量級的資本盛宴，對現今加密貨幣市場產生了劇烈衝擊。這篇文章從全球資金流動的宏觀視角，解析這些科技巨頭如何化身「資金磁鐵」，重塑風險資產的配置策略。文章中探討歷史上幾個大型 IPO 對幣圈造成的影響，很值得我們去學習這樣的資金連動關係。
此次事件的核心看點在於「資本輪動」，當具備高度成長性的 AI 與航太科技股強勢登場，短...
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