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黄金价格回调结束，或升至4700美元/盎司

行情动态

昨日市场动态

● 中国人民银行首次定义稳定币，强调风险与打击非法活动，十三部门随后联合打击虚拟货币非法活动并进一步强调稳定币风险

中国人民银行近日召开打击虚拟货币交易炒作工作协调机制会议，首次明确稳定币是虚拟货币的一种形式，指出其无法有效满足客户身份识别、反洗钱等要求，存在被用于洗钱、集资诈骗、违规跨境转移资金等风险，并强调持续打击虚拟货币相关非法金融活动。业内人士认为，此次会议不会影响香港稳定币相关布局，但内地稳定币炒作将被严厉打击，境内主体在香港布局稳定币的空间将更多局限于跨境支付和供应链金融等实际应用场景。

● 马斯克称比特币是一种基于能源的真实货币

美国企业家埃隆·马斯克表示，比特币是一种基于能源的真实货币。

● 特朗普：已敲定美联储主席人选

美国总统特朗普：我知道我要选谁当美联储主席，我很快就会宣布。

● 纳斯达克加密负责人：承诺「尽快推进」代币化股票

According to Cointelegraph, Matt Savarese, head of Nasdaq’s digital assets strategy, stated that the exchange has prioritized obtaining SEC approval for its tokenized stock initiative and will “speed up this process as much as possible.” The team now needs to focus on evaluating public feedback. Savarese emphasized that Nasdaq does not intend to overthrow the existing securities system: “We don’t want to disrupt the entire system. Instead, we hope that everyone can participate in this journey and bring tokens into the mainstream. We want to proceed in a responsible and investor-centered manner, within the framework of SEC regulations.” Previously, Nasdaq submitted a proposal to the SEC regarding changes to regulations (SR-NASDAQ-2025-072), aiming to allow regulated exchanges to support tokenized stocks and ETFs on their exchanges. If approved, U.S. mainstream exchanges will become one of the first platforms to legally offer both blockchain-based securities trading and traditional stock trading.

● Michael Saylor announced his strategy is to continue purchasing Bitcoin

Michael Saylor revealed that his strategy is to continue buying Bitcoin, but he did not disclose the specific amount or timing of purchases.

● The value of on-chain holdings in U.S. spot Bitcoin ETFs has reached $150 billion

According to Dune data, the total on-chain holdings of U.S. spot Bitcoin ETFs currently stand at approximately 1.321 million BTC, accounting for 6.62% of the current BTC supply. The value of these on-chain holdings is estimated at around $149.7 billion.

● Tether CEO responded to FUD: Tether holds U.S. government bonds, generating approximately $500 million in income monthly

Stablecoin issuer Tether’s CEO, Paolo Ardoino, posted on the X platform, stating that according to the latest audit reports for the third quarter of this year, Tether has billions of dollars in excess reserves as a buffer. Tether’s total assets have reached approximately $215 billion, while its liabilities amount to around $184.5 billion. Additionally, a mistake made by S&P was not taking into account the potential profit of Tether from holding U.S. government bonds, which could generate around $195 million per month. It is likely that S&P did this intentionally, in order to support Tether’s competitors.

● It is suspected that a large investor holding ETH has sold 7,000 units of ETH over the past month. If these units were sold, the profit would be approximately $19.745 million.

According to ChainAnalyst ai_9684xtpa, a large investor who held ETH since 2016 has sold 7,000 units of ETH through Wintermute over the past month. The average price at which these units were sold was $3,024. Selling these units would result in a profit of $19.745 million. The most recent sale occurred just one hour ago, when the investor replenished their account with 1,000 units of ETH, worth $3.01 million. Currently, this investor still holds 26,992.67 units of ETH, with a total value of approximately $80.99 million.

● The National Bank of Kazakhstan is considering investing up to $300 million in crypto assets.

The National Bank of Kazakhstan is considering investing up to $300 million in crypto assets, but the final amount has not been determined yet. It is likely to be between $50 million and $250 million. Timur Suleimenov, chairman of the NBK, said that given the recent significant decline in the crypto market, it is necessary to “let things settle down” before making any decisions regarding investments. The funds for these investments come from the central bank’s foreign exchange reserves, not from national funds. Kazakhstan has already established a national crypto fund called Alem Crypto Fund, and has made its first investment in BNB.

● KOL爆料：SAHARA暴跌系主动做市商被清算所致

据KOL加密无畏爆料，昨晚SAHARA价格异常暴跌，原因在于主动做市商最近被清算。

知情人士分析，该主动做市商操盘了包括MMT、SAHARA等在内多个知名项目。后该做市商因某个项目因做市异常，被交易平台查出来，随即该做市商所有关联地址/账户集群都被排查出来，整体被限制了持仓。最终仓位被风控，导致了昨晚的暴跌。

● 美国比特币现货ETF上周净买入7000万美元BTC

美国比特币现货ETF上周净买入7000万美元BTC，这是自10月以来首次出现净买入。

● 瑞士央行持有超75万股MicroStrategy股票

瑞士央行目前持有超过75万股比特币公司MicroStrategy的股票，显示其对该公司的投资规模。

● Monad创始人回应Arthur Hayes批评：可以送你一些MON去体验主网

针对Arthur Hayes频繁抨击MON一事，Monad创始人Keone Hon于X喊话回应表示：“我非常尊重你为行业所做的一切。永续合约是了不起的创新，我相信它们未来会继续高速增长。过去几天，我看到你多次评论Monad，虽然有些内容可能被断章取义，但我想你可能会对Monad的独特之处感兴趣。我确信，当年你在BitMEX做创新时一定面对过大量FUD，但你都是直面质疑、继续向前，我也斗胆采用同样的方式来回应……如果你愿意尝试Monad，我可以给你转一些MON。”

此前消息，Arthur Hayes：Monad(MON)或暴跌99%，它是高风险VC币。

● Yearn yETH遭攻击，300万美元ETH被盗转移

Yearn Finance旗下聚合质押代币产品yETH遭遇攻击，攻击者利用漏洞几乎无限铸造yETH，并通过单笔交易耗尽池中资产。链上数据显示，攻击者随后将约1000枚ETH(约合300万美元)转入混币协议Tornado Cash。多份用于实施攻击的合约在交易完成后被自毁。目前具体损失规模尚未明确，Yearn表示正在调查此事件，其V2和V3 Vault产品未受影响。