Morning News | Trump grants amnesty to Binance founder Zhao Changpeng, potentially leading to a rall

美联储10月降息25个基点概率达98.3%

行情动态

昨日市场动态

● 特朗普赦免币安创始人赵长鹏

据华尔街日报报道，特朗普赦免币安创始人赵长鹏。

● 德商银行：外汇市场对关税威胁显现“钝感”，降息预期受制于通胀压力

据金十数据报道，德国商业银行分析师Michael Pfister指出，外汇市场对美国新一轮关税威胁表现漠视，可能因市场对关税措施已脱敏或影响已被定价。关税持续推高美国通胀预期，市场难以进一步定价美联储降息空间，其他国家降息预期趋稳。Pfister强调，尽管贸易数据仅显现轻微影响，但关税冲击可能需要更长时间显化。

● 美联储10月降息25个基点概率达98.3%

ChainCatcher消息，据金十报道，CME“美联储观察”显示，美联储10月降息25个基点的概率为98.3%，维持利率不变的概率为1.7%。此外，12月累计降息50个基点的概率为93.4%。

● ​Consensys高级法律顾问：FCA“过度监管”态度使英国失去全球加密中心地位

According to Wu's report, Bill Hughes, senior legal counsel at Consensys, stated at the Zebu Live conference in London that the overregulatory approach of the UK Financial Conduct Authority (FCA) has caused the UK to lose its position as a global crypto hub, with the United States emerging as the new leader. Hughes pointed out that treating all crypto assets as financial instruments subject to regulatory oversight weakens the UK’s competitiveness. Many industry experts criticized the FCA’s overly cautious regulations, arguing that they could stifle innovation and force companies to relocate. In response, Colin Payne, head of innovation at the FCA, said that the primary role of regulators is to protect consumers and build long-term trust through prudent policies.

● CryptoQuant analyst: Bitcoin and the S&P 500 are in the late stages of an uptrend

According to PANews, CryptoQuant analyst Axel Adler Jr stated that Bitcoin (BTC) and the S&P 500 are currently in the late stages of an uptrend. The S&P 500 has seen a return of +13% over the past 52 weeks, indicating that market sentiment remains bullish. The correlation between BTC and the S&P 500 is 0.26, suggesting a moderate positive relationship between the two. The S&P 500 is sensitive to macroeconomic and political developments, and any market cooling could quickly affect BTC prices. In the fourth quarter of 2025, investors will focus on corporate earnings. During the third quarter, 58 companies outperformed expectations, with their profits increasing by 7% to 8%.

● Data: Over the past 30 days, total cross-chain inflows into the BNB Chain amounted to approximately $1.1 billion

According to ChainCatcher, DefiLlama data shows that over the past 30 days, total cross-chain inflows into the BNB Chain amounted to approximately $1.1 billion. Of this amount, around $440 million came through deBridge, accounting for 40% of the total.

● Opinion: Bitcoin may experience a rally following gold prices, but the window of opportunity is narrowing.

According to BlockBeats, David Grider, partner at Finality Capital Partners, stated that by 2025, gold will perform significantly better than Bitcoin. Such situations have occurred only twice over the past eight years, in 2018 and 2022. Market expectations are that Bitcoin will follow the upward trend of gold, potentially reaching $170,000 by the end of the year. CrossBorder Capital believes that gold has a significant impact on Bitcoin prices, due to factors such as global liquidity, risk appetite, and geopolitical conditions. CrossBorder Capital’s data model shows that there is a short-term negative correlation between gold and Bitcoin, while there is a long-term positive correlation. It takes typically 8-9 weeks for an increase in gold prices to be reflected in Bitcoin prices. Bitcoin price increases offer a favorable risk-reward ratio, and it is important to act quickly to avoid any disruptions in this relationship.

● The number of SOL tokens locked in Solana network DeFi initiatives has reached 62.3 million, the highest level since June 2022.

According to ChainCatcher, SolanaFloor posted on X that the number of SOL tokens locked in Solana DeFi initiatives has reached 62.3 million, the highest level since 2022.

● The US Congress is discussing legislation related to cryptocurrencies, with DeFi regulation being a focus.

According to Eleanor Terrett, the US Capitol recently held a meeting titled “Cryptocurrency Lightning Battle,” where both parties engaged in roundtable discussions with industry leaders. David Sacks, the White House official responsible for encryption and AI, stated that passing market structure-related legislation is the top priority for the government this year.

At the Democratic conference, senators acknowledged that cryptocurrencies provide opportunities for voters who are unfairly treated within traditional banking systems. However, Arizona Senator Gallego warned industry leaders not to become accomplices of the Republicans due to the leakage of DeFi-related proposals.

The Republican conference focused on discussing how to define and regulate DeFi. It was proposed that regulatory efforts should be directed at intermediaries rather than individual protocols. It was also suggested that both parties and industry representatives should jointly review the legislation clause by clause.

Senator Kennedy described the legislative process as “like the ups and downs of someone addicted to heroin.” Although both parties have expressed willingness to cooperate, the next steps remain unclear.

● aPriori announced that the distribution of APR tokens has now begun.

According to official announcements, aPriori, the platform for decentralized finance, has announced that the distribution of its APR tokens is now open. Users have 21 days to decide whether to receive a smaller portion of the tokens immediately, or to wait for the majority of the tokens to be unlocked on the Monad mainnet later.

● MegaETH revealed its token economics model: a total supply of 10 billion tokens, with 5% allocated for public sales.

MegaETH has released details regarding token distribution. The total supply consists of 10 billion MEGA tokens, of which

5% will be allocated through public sales (Sonar);

2.5% will go to Sonar’s reward pool;

70.3% of the tokens will remain in the ecosystem, including 53.3% for KPI staking rewards, 9.5% for team and advisors, and 7.5% for foundations/ecosystem reserves;

Venture capitalists will receive 14.7%;

Echo investors will get 5%;

Fluffle investors will get 2.5%.

The issuer, Superior Performance Limited, will not hold any of the tokens from the public sale. All 500 million MEGA tokens will be distributed to buyers.

● Bubblemaps: A single entity has received an initial distribution of 10 million MET tokens, potentially making it the largest recipient of such distributions this year.

According to Bubblemaps’ monitoring, a certain entity received a token distribution worth $10 million. Specifically, the wallets 3vAauD and 2zVx7U received $7 million and $2 million respectively. Chain-level data shows that there is a connection between the $530,000 in RAY tokens and the $1,000 in USDC transferred to these two wallets, suggesting that it might be controlled by the same entity.

Bubblemaps stated that this token distribution could be the largest single distribution ever conducted this year.

● Paxos accidentally minted a stablecoin worth $300 trillion, then destroyed it. CEO said transparency is a benefit of blockchain technology

According to ChainCatcher, as reported by Decrypt, Paxos CEO Charles Cascarilla stated at the Federal Reserve Cryptocurrency Roundtable on Wednesday that the company accidentally minted a PayPal stablecoin worth $300 trillion, which was destroyed within 24 minutes due to a technical error. This amount exceeds twice the global GDP.

Cascarilla attempted to reframe this incident as a demonstration of the advantages of blockchain transparency, claiming that it showcases the immediate transparency that blockchain technology can provide.

● Maehara Eiji: The Bank of Japan may raise interest rates in December or January next year

According to ChainCatcher, as reported by Gold10, Bank of Japan Executive Director Maehara Eiji said that the Bank of Japan may raise interest rates in December or January next year.

● Meteora’s founder accused of using celebrity images to manipulate cryptocurrency tokens

According to ChainCatcher, as reported by Decrypt, a class action lawsuit accuses Benjamin Chow, the founder of Meteora, of being the mastermind behind a cryptocurrency scam. He allegedly used the images of former U.S. First Lady Melania Trump and Argentine President Javier Milei as promotional tools for his “scam tokens.” The MELANIA and LIBRA tokens saw significant increases after their launch, but then plummeted in value. Legal documents, along with screenshots from Telegram messages, indicate that Chow worked together with Hayden Davis and Kelsier Ventures to manipulate at least 15 different tokens through tactics such as manipulating prices. Although courts are skeptical about the prospects of this lawsuit, $57.6 million in USDC funds related to LIBRA tokens have been released.

● The DeFi protocol Spark has invested $100 million in stablecoins for the Superstate fund

According to The Block, the DeFi lending protocol Spark announced that it will allocate $100 million in stablecoins to the Superstate cryptocurrency arbitrage fund (USCC). This is seen as the first major attempt by a blockchain protocol to diversify its investments beyond government securities. This decision was made when U.S. Treasury bond yields reached six-month lows.

Sam MacPherson, CEO of Phoenix Labs, said, “The USCC fund of Superstate allows Spark to diversify its investments while maintaining the security and compliance that Spark has always prioritized.”

The Superstate fund generates income from spot and futures markets on Bitcoin, Ethereum, Solana, and XRP. Currently, its 30-day yield is 8.35%, which is significantly higher than traditional government bonds. In the past, Spark mainly relied on tokenized government bond products like BlackRock’s BUIDL and Franklin Templeton’s FOBXX to generate income.

● The BNB Chain-based payment-based chat platform, ReachMe, has announced the cessation of operations

. All services have been permanently closed.

Previously, CZ used ReachMe to receive private messages, with each message costing 1 BNB. However, the price was later reduced from 1 BNB to 0.8 BNB.

● Major changes to the loot system in CS2 caused prices of some items to drop by more than 70%

On October 23rd, V社 updated the loot system in CS2, introducing five new red-colored items that can be exchanged for daggers and gloves. This move led to significant market fluctuations. According to data from the CAQAQ website, the item index dropped from 2800 points to 1800 points, a decrease of 38.11% within a single day. The prices of daggers and gloves plummeted—for example, the price of the butterfly knife dropped from nearly 20,000 yuan to around 10,000 yuan, a decrease of 60%-70%. At the same time, the prices of high-quality red-colored items increased dramatically. For example, the price of “MP9-Star Messenger” rose from several dozen yuan to over a hundred yuan. The items obtained through loot can be traded, but there is a 7-day cooling period before they can be sold. It remains to be seen whether the market bubble will burst.