2025-12-31 15:20:53

最近台积电的表现值得关注。今天美股开盘，它上涨了1.4%，这对整个币圈来说可能是个不错的信号。相比之下其他美股指数涨幅不大，中概股还在下跌，但台积电这一波动静最值得琢磨。

为什么？因为台积电跟算力需求挂钩。众所周知，AI芯片的先进制程产能一直很紧张，台积电在这方面计划持续提价。这反映了什么？全球对AI算力的需求确实在升温。加密货币这边呢，挖矿需要算力、Layer2扩容需要算力、AI+区块链的项目更是少不了高端芯片的支撑。台积电业绩向好，意味着算力基础设施的供给端有保障，这对整个加密生态的发展是利好的。

另外还有个细节——市场上有些代币直接锚定台积电（比如TSMON这类），台积电股价上涨会直接拉动这些代币的情绪和价格。

再看美股的大盘。三大指数微涨虽然不是什么强劲信号，但至少说明市场的风险偏好没有明显回落。加密货币和美股科技板块的关联性向来很强，这种稳定的市场情绪能够减轻币圈的抛售压力，这对BTC、ETH这类主流币来说也是个积极因素。

BTC-0.64%

ETH0.36%

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orphaned_block

· 6h ago

TSMC's recent gains are not impressive, and it still depends on whether it can stay steady in the future. Computing infrastructure is a good thing, but can the crypto circle keep up? I really don't dare to touch concept coins like TSMON... Can BTC and ETH really benefit from this? Feels like overthinking a bit. TSMC's rise is a rise, but overall the US stock market is still weak.

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ChainMemeDealer

· 6h ago

TSMC has gone up again, so the story of computing power can be told once more. Things like TSMON are indeed following the trend, but honestly, TSMC's increase of only 1.4% is too sluggish. It mainly depends on whether chip production capacity has truly eased; otherwise, it's all empty talk.

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TokenVelocity

· 6h ago

A 1.4% increase in TSMC can be linked to positive news in the crypto circle? I need to think about this logic... Computing power is indeed tight, but will it really directly drive BTC prices up? I'm optimistic about chip production capacity, but I'm still a bit cautious about anchor tokens like TSMON, as they are easy to be manipulated. The three major indices are slightly up with little momentum; it mainly depends on the subsequent trend of tech stocks.

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LiquidityNinja

· 6h ago

TSMC rises 1.4% and the story starts. I've heard this logic too many times. Wait, TSMON directly anchors to TSMC? What kind of move is this, and such a flashy move? The shortage of computing power is real, but that's not what the crypto circle lacks. First-hand news says TSMC is going to continue raising prices; the chip shortage is the real issue. Stable US stocks = a rescue for the crypto circle? I don't believe it. BTC, ETH rising along with TSMC? That correlation is indeed absolute. But to be fair, a positive macro outlook is always better than a negative one.

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DuckFluff

· 6h ago

Is TSMC rising 1.4% considered a positive? It feels a bit exaggerated; the hype about computing power demand has been going on for too long. If it could really drive up the coin price, that would be ridiculous, but TSMON should indeed follow the upward trend. Just keep BTC and ETH stable, no need to mess around.

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GamefiGreenie

· 6h ago

Is a 1.4% increase in TSMC enough to be blown up as a positive signal? Man, your logic is a bit twisted, it feels like you're just looking for reasons to be optimistic about the coin. But on the other hand, computing power is indeed a factor, I just don't know when it will actually translate into a rise in the coin price...

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