
介紹
DePIN（去中心化物理基礎設施網絡）通過代幣獎勳來激勵用戶共享個人資源，旨在建立一個涵蓋存儲空間、通信帶寬、雲計算、能源等領域的廣泛基礎設施網絡。DePIN 代幣在網絡運營中扮演著核心角色，促進治理、服務支付和質押，所有這些都促使

了解DePIN的經濟模型

什麼是DePIN經濟模型的核心要素

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<h1 class="heading-1 ace-line old-record-id-doxuscg30PlpmIDUvrPQ0VYE4wf"><span style="font-size: 14pt;"><strong>熱點新聞</strong></span></h1>
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<li class="ace-line ace-line old-record-id-doxus440D7fQvNzqKy4EGKrGIob" data-list="bullet">
<div>比特幣繼續觸及93,430美元的歷史新高，上週以11.75%的周漲幅收盤，比特幣市值觸及1.778萬億美元，超過白銀市值。</div>
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<li class="ace-line ace-line old-record-id-T9TVd6q0AoRgd5xOBwBuc3E9sCf" data-list="bullet">
<div>唐納德&middot;特朗普宣布成立政府效率部門（Department of Government Efficiency，DOGE），並任命埃隆&middot;馬斯克與維韋克&middot;拉馬斯瓦米領導該機構。狗狗幣（Dogecoin）上週上漲32%，而PEPE在Coinbase與Robinhood宣布上架後飆升72%。以太坊因PEPE交易而經歷短暫通縮期。同時，迷因幣的日交易量於11月14日創下約720億美元的新高。</div>
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<li class="ace-line ace-line old-record-id-ZZQsdknTpoMlN4x3u9cuHwVIsDh" data-list="bullet">
<div>以太坊ETF上週淨流入創下新高，達到5.1517億美元。</div>
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<h2 class="heading-2"><strong>宏觀展望</strong></h2>
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<li class="ace-line ace-line old-record-id-doxusk1VJ05xFLUNAdANZE7HT7c" data-list="bullet">
<div>美國通脹率從9月的2.4%上升至10月的2.6%，符合市場預期。同時，10月生產者物價指數（PPI）上升0.2%，亦符合市場預期。</div>
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<li class="ace-line ace-line old-record-id-SvT0dvip4oe04hxLdZeuRCEfseg" data-list="bullet">
<div>聯準會主席傑羅姆&middot;鮑威爾（Jerome Powell）上週五在達拉斯地區商會表示，在達成2%的通脹目標過程中預計會有&ldquo;波折&rdquo;。他強調，當前經濟尚無需聯準會急於降息的信號。市場將12月降息25個基點的概率從65%下調至62%。</div>
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<h2 class="heading-2"><strong>加密貨幣市場速覽</strong></h2>
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<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-E107dWGQLomTV6xt2bpuMgS6sVb" data-list="bullet">
<div>德意志銀行（Deutsche Bank）宣布對其<a rel="nofollow" href="https://x.com/Memento_Bc/status/1854126014261272727">Memento ZKChain</a>進行技術更新，包括推出由zkSync支持的測試網及使用Axelar實現互操作性。</div>
</li>
<li class="ace-line ace-line old-record-id-HLVrdrRKsoFkncxfQzyukxO3sCh" data-list="bullet">
<div>Bitwise收購了非託管以太坊質押服務商<a rel="nofollow" href="https://x.com/BitwiseInvest/status/1856698856336969778">Attestant</a>，市場解讀此舉可能為支持質押功能的以太坊ETF鋪路。</div>
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<li class="ace-line ace-line old-record-id-LhZldk4YHoVA5vxpqhYuFQYvsPb" data-list="bullet">
<div>Microstrategy再度購入<a rel="nofollow" href="https://www.microstrategy.com/press/microstrategy-announces-btc-atm-activity-raised-2-billion-purchased-27200-btc-now-holds-279420-btc-with-btc-yield-of-26-ytd">27,200枚比特幣</a>，目前資產負債表中持有279,420枚比特幣。</div>
</li>
<li class="ace-line ace-line old-record-id-GZfBdHqedocWN2xAOrzu4p91sod" data-list="bullet">
<div>賓夕法尼亞州提出<a rel="nofollow" href="https://www.palegis.us/house/co-sponsorship/memo?memoID=43298">《比特幣戰略儲備法案》</a>，計劃將州政府資金的10%分配至比特幣。該法案將於未來幾週提交共和黨主導的參議院審議，如通過，將提交州長簽署。</div>
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<li class="ace-line ace-line old-record-id-TAGgdzBeIo64utxjveluZqF9s7f" data-list="bullet">
<div>Robinhood Crypto<a rel="nofollow" href="https://x.com/RobinhoodCrypto/status/1851900679985463737">重新上架</a>SOL、ADA、XRP和PEPE等代幣。</div>
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<li class="ace-line ace-line old-record-id-EaAjdle2IojQA2xiScjuIdNJscb" data-list="bullet">
<div>Blackrock宣布將<a rel="nofollow" href="https://x.com/Securitize/status/1856698550190473462">BUIDL</a>擴展至Aptos、Arbitrum、Avalanche、Optimism和Polygon鏈上。</div>
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<li class="ace-line ace-line old-record-id-NGnadQWCRodqD4xKHc4u1fWDs0b" data-list="bullet">
<div>VanEck在阿姆斯特丹及巴黎的泛歐交易所推出<a rel="nofollow" href="https://x.com/vaneck_eu/status/1856651228773552277">Sui ETN</a>產品。</div>
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</ul>
<div class="ace-line ace-line old-record-id-doxuseh8f1NWqwvLuJneCXXilJe">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxuslbKvv8LhAXfQBWRs3XNwdf">&nbsp;&nbsp;<strong>第1層和第2層公鏈</strong></h3>
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<li class="ace-line ace-line old-record-id-QT5jdfUTKo90mmxQKftubjuTsdf" data-list="bullet">
<div>以太坊研究員Justin Drake在DevCon上提出Beam Chain，這是共識層的升級，以實現4秒區塊時間、抗量子安全性、1 ETH質押要求以及客戶端層級的zkSNARK。預計2030年完成升級。</div>
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<li class="ace-line ace-line old-record-id-NYQTdMfV5owpWBxnGOWuo8FHsse" data-list="bullet">
<div>ENS推出基於zkEVM的二層網絡<a rel="nofollow" href="https://x.com/ensdomains/status/1855826392283525496">Namechain</a>，旨在以低成本擴展ENS功能。</div>
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<li class="ace-line ace-line old-record-id-QeLadhTJfovsKux81vuuO0xlslc" data-list="bullet">
<div>由Zerion構建的二層網絡Zero Network，正式上線<a rel="nofollow" href="https://x.com/zerion/status/1856359015586115883">主網</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-Qhzud7quJo6XzBxO9lJuOEwOsih" data-list="bullet">
<div>DePIN專用的一層網絡Peaq，上線<a rel="nofollow" href="https://www.peaq.network/blog/peaq-is-live">主網</a>並在主要交易所推出PEAQ代幣。有關Peaq與其他DePIN協議的更多細節，請點擊此<a null href="https://www.chainup.com/marketupdates/Understanding-The-DePIN-Economics">鏈接</a>。</div>
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<li class="ace-line ace-line old-record-id-QZNfdWv8johqsuxaX9xuDSxvs7c" data-list="bullet">
<div>共享排序協議Espresso Systems推出<a rel="nofollow" href="https://x.com/EspressoSys/status/1855973751982309624">Mainnet 0</a>。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusHmAOQIVA46OkoxezhckrGb">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusLC7ttlbJjLakQsxhp2fY4c">&nbsp;&nbsp;<strong>Dapps</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-S0VydxMtjot4hvxaHAmulB3ismc" data-list="bullet">
<div>Avara（Aave團隊）推出<a rel="nofollow" href="https://family.co/blog/launch">Family wallet</a>，支持帳戶抽象、通行密鑰、應用內消息等功能，目前已在iOS App Store上架。</div>
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<li class="ace-line ace-line old-record-id-K9QldrrEZoVILdxOypvuY9Eisbc" data-list="bullet">
<div>RISC Zero推出創新的混合架構<a rel="nofollow" href="https://x.com/RiscZero/status/1857432353397776401">Kailua</a>，實現樂觀rollup 1小時的最終性，並僅在發生爭議時生成證明。</div>
</li>
<li class="ace-line ace-line old-record-id-D36ddi5SGo9V6Lx3TN2uyonZshs" data-list="bullet">
<div>Pendle推出新型收益交易平台<a rel="nofollow" href="https://medium.com/pendle/boros-by-pendle-yield-trading-with-margin-63d026dc7399">Boros</a>，支持鏈外利率及資金利率，將與Pendle V2協作運行，並不會推出新代幣。</div>
</li>
<li class="ace-line ace-line old-record-id-LsRHd0ybboa3LfxY3U2uVOyRsUb" data-list="bullet">
<div>Lens推出<a rel="nofollow" href="https://www.lens.xyz/news/introducing-the-new-lens">V3</a>，採用zkSync與Avail作為數據可用性層，提供模組化工具包，使開發人員能夠輕鬆啓動特定於應用程序的實例。</div>
</li>
<li class="ace-line ace-line old-record-id-UmAgdsC7RojV94xQd8su4SKTsYg" data-list="bullet">
<div>Curve推出收益型穩定幣<a rel="nofollow" href="https://news.curve.fi/introducing-scrvusd/">scrvUSD</a>，與crvUSD共享收益。</div>
</li>
<li class="ace-line ace-line old-record-id-AGdAdYHqqoFPpVxlQJUuv74hspc" data-list="bullet">
<div>AltLayer推出<a rel="nofollow" href="https://x.com/alt_layer/status/1856590571307184310">Autonome</a>，加速&ldquo;可驗證代理網絡&rdquo;的發展，支持自主AI代理的創建、部署與分發。</div>
</li>
<li class="ace-line ace-line old-record-id-JntZdGBU2o05nRxTrtXuctM4sLe" data-list="bullet">
<div>LayerZero推出<a rel="nofollow" href="https://x.com/LayerZero_Core/status/1856872776709067019">lzRead</a>，使治理、TWAP、儲備證明或狀態同步等數據可在所有鏈間訪問。</div>
</li>
</ul>
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<h2 class="heading-2"><strong>治理/項目更新</strong></h2>
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<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-Bf13dek1OoNRhGxQytIuXR0zsag" data-list="bullet">
<div>Bitwise預計11月19日於SIX瑞士交易所推出<a rel="nofollow" href="https://www.globenewswire.com/news-release/2024/11/12/2978732/0/en/Bitwise-to-launch-world-s-first-Aptos-Staking-ETP-on-SIX-Swiss-Exchange.html">Aptos Staking ETP</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-P9CmdOZIVoweYsxMbjbuuhV5sFf" data-list="bullet">
<div>NVIDIA第三季度財報將於11月20日（週三）美股收盤後發布。</div>
</li>
<li class="ace-line ace-line old-record-id-GsMkd50SFo7icGxq0LxuMKghsUe" data-list="bullet">
<div>Starknet預計於11月26日推出STRK主網<a rel="nofollow" href="https://x.com/Starknet/status/1856213343528464458">質押</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-ZpEjdtNFHowZhuxHUGqud6Vts5Y" data-list="bullet">
<div>DYDX <a rel="nofollow" href="https://www.dydx.foundation/blog/coming-soon-the-dydx-unlimited-era?utm_source=dYdXTwitter&amp;utm_medium=GlobalSocial&amp;utm_campaign=GlobalSocial">Unlimited</a>預計11月正式上線。</div>
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<li class="ace-line ace-line old-record-id-Kaufd5QRDoDUgixFg1iuqdBzsWc" data-list="bullet">
<div>Hyperliquid預計11月推出HYPE代幣。</div>
</li>
<li class="ace-line ace-line old-record-id-XVandBOWuoEs26x8u59uqdFqsRe" data-list="bullet">
<div>Stacks創辦人Muneeb表示， <a rel="nofollow" href="https://x.com/muneeb/status/1855652354483159133">sBTC</a>預計12月發布。</div>
</li>
<li class="ace-line ace-line old-record-id-BoQmd3mRaoTfAKxG6m5uqhc8s1f" data-list="bullet">
<div>Bonk推出BURNmas活動，並計劃在 12 月聖誕節前<a rel="nofollow" href="https://x.com/bonk_inu/status/1857465407801798732">燃燒</a> 1 萬億枚 BONK。</div>
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<li class="ace-line ace-line old-record-id-GxztdfZMHoOxGNxzBABurNZqspb" data-list="bullet">
<div>Jupiter計劃於2025年1月底在<a rel="nofollow" href="https://x.com/jup_dao/status/1856081221484265490">伊斯坦布爾</a>舉辦首屆Jupiverse大會「Catstanbul」，具體日期尚未公佈。今年早些時候通過的30%的供應削減計劃將在大會的第二天實施。</div>
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<li class="ace-line ace-line old-record-id-R0RDdZtlMoHgOzx6p0wu8Jo6sLe" data-list="bullet">
<div>Consensys宣布Linea計劃於2025年第一季度推出<a rel="nofollow" href="https://linea.mirror.xyz/0sExLyJh33ktk6x2kg3l2z0xDVUDt3ilJzsA_Kx0sp0">LINEA</a>代幣。</div>
</li>
<li class="ace-line ace-line old-record-id-KCMmdIUszoobowx7ypYu36mRstg" data-list="bullet">
<div>Ethena的<a rel="nofollow" href="https://x.com/ethena_labs/status/1857232687326802306">sUSDe</a>已通過提案，成為Aave的抵押品。</div>
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<li class="ace-line ace-line old-record-id-S0FmdSWDgo0mx0xOdCWueDpzslb" data-list="bullet">
<div>Blur提議開啟<a rel="nofollow" href="https://gov.blur.foundation/t/blur-improvement-proposal-1-bip-1-blur-fee-switch-veblur-tokenomics/1040">費用開關</a>，將最低0.5%的版稅轉為0.5%的協議費，並引入veBLUR。</div>
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</ul>
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<h2 class="heading-2"><strong>代幣解鎖</strong></h2>
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<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-YyS5dCSHgozxwNxBtMnuxJZKsvb" data-list="bullet">
<div>MERL代幣將於11月19日解鎖，代幣供應總量的5.76%。</div>
</li>
<li class="ace-line ace-line old-record-id-MktSdHSvPoENHoxO5wFujuMXsUf" data-list="bullet">
<div>WELL代幣將於11月23日解鎖，代幣供應總量的1.25%。</div>
</li>
<li class="ace-line ace-line old-record-id-JOJGdv5jUoI0fFxyoNGuEF1Asgh" data-list="bullet">
<div>IMX代幣將於11月29日解鎖，代幣供應總量的1.46%。</div>
</li>
<li class="ace-line ace-line old-record-id-REj0dS1nAoJINIxqK4ruJ1Gus7d" data-list="bullet">
<div>OP代幣將於11月30日解鎖，代幣供應總量的2.56%。</div>
</li>
<li class="ace-line ace-line old-record-id-XWjSdcEwgoAcWdxxpQCuhGqas1c" data-list="bullet">
<div>SUI代幣將於12月3日解鎖，代幣供應總量的2.87%。</div>
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<div class="ace-line ace-line old-record-id-doxusnTqOpikKXJKEyx4qRjSABf">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusyJul8pK7ASDielZ3pC772e">點擊<a rel="nofollow" href="https://chainupgroup.larksuite.com/share/base/form/shruso3ZBWdvpzRlCT4jwnicgrb">這裡</a>訂閱每週市場洞察和獨家深度研報。</div>
</div>


熱點新聞




比特幣繼續觸及93,430美元的歷史新高，上週以11.75%的周漲幅收盤，比特幣市值觸及1.778萬億美元，超過白銀市值。


唐納德特朗普宣布成立政府效率部門（Department of Government Effi

每週市場洞察: 11月 第4週

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<h2 class="heading-2"><strong>熱點新聞</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-doxusbxRTZIuZoe0TOoLODDseUc" data-list="bullet">
<div>- 比特幣價格上週上漲16.95%，創下自2024年2月以來的最高增幅，這主要因為唐納德&middot;特朗普在美國總統選舉中取得了壓倒性勝利，並有望掌控參議院和眾議院。預計特朗普將於2025年1月上任，市場對這位新&ldquo;加密貨幣總統&rdquo;所承諾的行動抱有期望，包括撤換美國證監會（SEC）主席Gary Gensler，赦免Silk Road創辦人，將比特幣設為美國儲備資產，並制定有利於加密貨幣的政策。</div>
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<li class="ace-line ace-line old-record-id-Xu2UdhEJaopLwhxkKwJutaEGsUb" data-list="bullet">
<div>- 美國聯邦儲備主席杰羅姆&middot;鮑威爾在上週宣布降息25個基點，符合市場預期。比特幣市佔率在降息決定後開始下降，顯示出市場興趣轉向高風險的山寨幣。</div>
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<h2 class="heading-2"><strong>宏觀展望</strong></h2>
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<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-doxusKaC8iOZ70crBEFoYFGSiqe" data-list="bullet">
<div>- 美國經濟持續展現韌性。10月的ISM服務業PMI指數上升至56，高於預期的53.8。</div>
</li>
<li class="ace-line ace-line old-record-id-D3TEd51fwolWNFxKd2nuFMpYsZg" data-list="bullet">
<div>- 11月初步的密歇根消費者信心指數上升至73，為七個月來的最高點，也高於預測的71。儘管如此，杰羅姆&middot;鮑威爾在上週的新聞發佈會上指出通膨進展可能會遇到波折，且長期通脹預期似乎保持穩定。然而，市場對12月再次降息25個基點的預期在一週內從82%降至65%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusP43m5lNt78L1mEXmybH24f">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusX7mWmoBPxm65tozIIkmV2f">
<div>
<h4 class="heading-4"><strong>即將到來的經濟日曆包括：</strong></h4>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-U7sydBqReoRhhmxTZaOu1ntlsXb" data-list="bullet">
<div>- 星期三，11月13日 9:30晚上：美國10月份通貨膨脹率</div>
</li>
<li class="ace-line ace-line old-record-id-OVIvddnFQojUMlxRQCjuRB4Ms7e" data-list="bullet">
<div>- 星期四，11月14日 9:30晚上：美國10月份PPI</div>
</li>
<li class="ace-line ace-line old-record-id-H08gdy9DIoJhmdxnXPbuO3xVsOb" data-list="bullet">
<div>- 星期五，11月15日 9:30晚上：美國10月份零售销售額</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusGwFvCftUGaMDLdAsQfv3Fg">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusG1tQwKEwVeT1VqKVWF5sae">
<div>
<h2 class="heading-2"><strong>加密貨幣市場速覽</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-doxusdqdxocOvurY4QnJXfB2TOf" data-list="bullet">
<div>- 花旗集團與富達國際開發了一個概念驗證（PoC）的鏈上貨幣市場基金，該基金包括實時的<a rel="nofollow" href="https://www.prnewswire.com/apac/news-releases/citi-and-fidelity-international-demonstrate-tokenized-money-market-fund-and-digital-foreign-exchange-swap-solution-302295142.html">數字外匯</a>結算。</div>
</li>
<li class="ace-line ace-line old-record-id-MPAndmt50oRoz7xnNlNu0B5rsne" data-list="bullet">
<div>- Anchorage Digital、Bullish、Galaxy Digital、Kraken、Nuvei、Paxos和Robinhood合作推出全球美元網絡（<a rel="nofollow" href="https://www.theblock.co/post/324413/anchorage-digital-bullish-galaxy-digital-kraken-nuvei-paxos-and-robinhood-partner-to-introduce-global-dollar-network">The Global Dollar Network</a>），以加速穩定幣的全球採用並激勵新的美元穩定幣用例。</div>
</li>
<li class="ace-line ace-line old-record-id-WE6BdEs2xotTIzxcKequXUHssrc" data-list="bullet">
<div>- 據報導，一家未披露名稱的<a rel="nofollow" href="https://pensiontrusts.cartwright.co.uk/news-update-cartwright-advises-first-uk-pension-scheme-on-bitcoin-asset-allocation.html">英國養老基金</a>正在將其3%的資產投資於比特幣。</div>
</li>
<li class="ace-line ace-line old-record-id-WwnEdLqJQomPCaxhdhIuTGi7shf" data-list="bullet">
<div>- 根據13F文件顯示，密歇根養老基金收購了46萬股<a rel="nofollow" href="https://cointelegraph.com/news/michigan-pension-fund-bitcoin-ether-etf-investment">ETHE</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-WVYodmZ9boCYH2xmL4uuvkI0s2K" data-list="bullet">
<div>- VanEck在阿姆斯特丹和巴黎的泛歐交易所推出了<a rel="nofollow" href="https://www.vaneck.com/globalassets/home/media/managedassets/etf-europe/news-and-media/press-room/en_vaneck_pm_vpyt-etn_2024-11-05.pdf">PYTH ETN</a>。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusAQ998KqiZ4ncmQeQMhRxLB">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusrRE50ot3AkKvwMhmbPDcpg">&nbsp;&nbsp;<strong>第1層和第2層公鏈</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-doxusPAiAyo7Bf9HgD29f8tiszz" data-list="bullet">
<div>- Puffer推出了基於<a rel="nofollow" href="https://x.com/puffer_finance/status/1854489880077938736">UniFi</a>的Rollup測試網，為開發人員提供亞秒級交易、即時提款以及符合以太坊去中心化標準的體驗。</div>
</li>
<li class="ace-line ace-line old-record-id-KOlodY1LVolTerxykpfuhvC5sd4" data-list="bullet">
<div>- Soneium啟用了Soneium Minato上的<a rel="nofollow" href="https://x.com/soneium/status/1853493237908209672">故障證明</a>，將挑戰期從30分鐘延長到7天，並與超鏈生態系統對接，以增強安全性和可靠性。</div>
</li>
<li class="ace-line ace-line old-record-id-VDbRdW3BYoGUtxxcam6u334Dscc" data-list="bullet">
<div>- 以太坊的主要貢獻者Nethermind推出了<a rel="nofollow" href="https://x.com/NethermindEth/status/1854150431448109155">Surge Rollup</a>，計劃在啟動時成為階段2的 Rollup，並利用Taiko Stacks和每秒數十億Gas的吞吐量。</div>
</li>
<li class="ace-line ace-line old-record-id-TryrdCa5vo39M4xppJbukPKxsfK" data-list="bullet">
<div>- BNB Chain推出了<a rel="nofollow" href="https://x.com/BNBCHAIN/status/1854156995726545236">一站式代幣化解決方案</a>，使代幣化過程更簡單快捷。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusMhTcsPvDNNIpz4s9hhlfNa">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxuscSl9M1zEF3Ai4v8QLkjg5d">&nbsp;&nbsp;<strong>Dapps</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-doxus4JmNXujEEVybCzLRjuumfc" data-list="bullet">
<div>- Shogun在<a rel="nofollow" href="https://x.com/shogunfi/status/1853500802280898806">以太坊</a>主網上推出了交易機器人，該機器人是基於意圖驅動的交易的機器人，並已整合Solana和以太坊，計劃擴展至TON和Sui。</div>
</li>
<li class="ace-line ace-line old-record-id-ZWfzdYp2Korq6Pxh32AuAiiGsYe" data-list="bullet">
<div>- Ethereum上的去中心化交易聚合器Paraswap推出了<a rel="nofollow" href="https://x.com/paraswap/status/1853765758519549952">Delta V2</a>，提供更好的價格並擴展了新的代理及API合作夥伴。</div>
</li>
<li class="ace-line ace-line old-record-id-ImLcdJE0IoUM1UxBaO1ucE4Oscb" data-list="bullet">
<div>- SushiSwap推出了有<a rel="nofollow" href="https://x.com/SushiSwap/status/1854207275331907931">Vesting Launch</a>功能的Dojo平臺，允許用戶在24小時內逐步購買新代幣，以防止早期狙擊和&ldquo;拉高出貨&rdquo;的活動。</div>
</li>
<li class="ace-line ace-line old-record-id-LSC3d01E6oxIq2x4qWwuL0kdsWd" data-list="bullet">
<div>- f(x) Protocol發布了其<a rel="nofollow" href="https://github.com/AladdinDAO/aladdin-v3-contracts/blob/main/whitepapers/f(x)_2.0_whitepaper.pdf">V2.0白皮書</a>，特點包括10倍固定槓桿、零融資成本、無個人清算風險以及簡化的永續合約交易模式。</div>
</li>
<li class="ace-line ace-line old-record-id-AT2PdIrAHowuktxWFDUueFZZs6c" data-list="bullet">
<div>- Euler推出了多抵押品貸款市場<a rel="nofollow" href="https://x.com/eulerfinance/status/1853493538635620426">Prime</a>，支持11種抵押資產、高貸款價值比（LTV），並支持在收益與非收益資產之間的套息交易。Euler Prime的用戶有資格獲得rEUL獎勵。</div>
</li>
<li class="ace-line ace-line old-record-id-YuBXdl5JKoyKXfx2JrEuDlQds5O" data-list="bullet">
<div>- Bounce Finance推出了以AUCTION為交易抵押品的永續交易所<a rel="nofollow" href="https://bouncefinance.medium.com/introducing-bouncex-a-perpetual-exchange-powered-by-auction-37ab154486fc">BounceX</a>。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxus4GNgIKEIpBl5roNgWY4MKe">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusQx82mjWBhTiviherQMlAz7">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusonmLaDO5hi2blWNmP6aCde">
<div>
<h2 class="heading-2"><strong>治理/項目更新</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-doxusOSoX19vKftl1aNBJB2Q0Rc" data-list="bullet">
<div>- Morpho Labs通過投票以啟用<a rel="nofollow" href="https://x.com/MorphoLabs/status/1854193455129665683">MORPHO</a>代幣的可轉移性，團隊將很快部署封裝合約。</div>
</li>
<li class="ace-line ace-line old-record-id-CxH0dZ3bvoxFLoxdTonuJ0ZtsEe" data-list="bullet">
<div>- Wintermute提議開啟Ethena<a rel="nofollow" href="https://gov.ethenafoundation.com/t/wintermute-governance-proposal-for-ena-fee-switch/306">費用開關</a>，該提議將通過風險委員會進行參數設定。</div>
</li>
<li class="ace-line ace-line old-record-id-TmwadGewKo65OOxvEJxujDUYsyd" data-list="bullet">
<div>- OpenSea預告了<a rel="nofollow" href="https://x.com/opensea/status/1853462398587277737">2024年12月</a>的更新升級。</div>
</li>
<li class="ace-line ace-line old-record-id-WJ7ddn6vSoRu06xGqBeuRXV3sbf" data-list="bullet">
<div>- Kujira與Levana合併後的協議Rujira宣布，將於<a rel="nofollow" href="https://x.com/RujiraNetwork/status/1852333842717393105">2025年第一季度</a>推出利用Thorchain的DeFi中心。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxuspwHL4vll3l9wHwld3mx3hb">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusqGgJZ1dI5806hdpGmtb00b">
<div>
<h2 class="heading-2"><strong>代幣解鎖</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-VqQtdIcgdooyAMxOooTux87ysug" data-list="bullet">
<div>- APT代幣將於11月12日解鎖，代幣供應總量的2.19%。</div>
</li>
<li class="ace-line ace-line old-record-id-GwTCdsfxIoWjVHxbpgku5x5Assf" data-list="bullet">
<div>- STRK代幣將於11月15日解鎖，代幣供應總量的3.02%。</div>
</li>
<li class="ace-line ace-line old-record-id-A9Ivdxy2toc65ExtNBruuqVOsYE" data-list="bullet">
<div>- CYBER代幣將於11月15日解鎖，代幣供應總量的14.2%。</div>
</li>
<li class="ace-line ace-line old-record-id-BIEOd77DaoazwtxQDLAu4IbHsOb" data-list="bullet">
<div>- ARB代幣將於11月16日解鎖，代幣供應總量的2.32%。</div>
</li>
<li class="ace-line ace-line old-record-id-FZM7dg6sqoEsL8xLXf8u0YbHs6d" data-list="bullet">
<div>- APE代幣將於11月17日解鎖，代幣供應總量的2.09%。</div>
</li>
<li class="ace-line ace-line old-record-id-PvJVdOxvko22GXxG8Qdu8JEUskf" data-list="bullet">
<div>- MERL代幣將於11月19日解鎖，代幣供應總量的5.76%。</div>
</li>
<li class="ace-line ace-line old-record-id-DIVTdCqUvo70Voxy4k3utCoYsnh" data-list="bullet">
<div>- WELL代幣將於11月23日解鎖，代幣供應總量的1.25%。</div>
</li>
<li class="ace-line ace-line old-record-id-WEgTd2eWlotLmYxLhrVuQupTsoh" data-list="bullet">
<div>- IMX代幣將於11月29日解鎖，代幣供應總量的1.46%。</div>
</li>
<li class="ace-line ace-line old-record-id-MqKfdEG3xoLVTixBf4Uuxs2ysPf" data-list="bullet">
<div>- OP代幣將於11月30日解鎖，代幣供應總量的2.56%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusUen7593d9adGGRoM9FLTkf">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusCBB9GvZyb97MxApslrtxXf">點擊<a rel="nofollow" href="https://chainupgroup.larksuite.com/share/base/form/shruso3ZBWdvpzRlCT4jwnicgrb">這裡</a>訂閱每週市場洞察和獨家深度研報。</div>
</div>




熱點新聞



- 比特幣價格上週上漲16.95%，創下自2024年2月以來的最高增幅，這主要因為唐納德特朗普在美國總統選舉中取得了壓倒性勝利，並有望掌控參議院和眾議院。預計特朗普將於2025年1月上任，市場對這位新加密貨幣總統所承諾

每週市場洞察: 11月 第3週

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<div class="rich-text-paragraph" data-eleid="2"><span class="text-only" data-eleid="3">根据福克斯新闻报道，唐纳德&middot;特朗普（Donald Trump）在2024年美国总统选举中以277票的选举人票赢过卡马拉&middot;哈里斯（Kamala Harris）的226票，并在宾夕法尼亚州获得决定性胜利，确保了选举的胜利。媒体还报道，特朗普在七个摇摆州中保持强劲领先，为其通往总统职位铺平了道路。此外，美国参议院似乎已经被共和党掌控，共和党获得了51个席位的多数。由于共和党在众议院也领先（目前以189席对比民主党的163席），立法局势现在有利于支持加密货币的政策，因为共和党立法者历来对这一行业表现出支持。</span></div>
<div class="rich-text-paragraph" data-eleid="4">&nbsp;</div>
<div class="rich-text-paragraph" data-eleid="5"><span class="text-only" data-eleid="6">作为首位&ldquo;加密总统&rdquo;，特朗普的胜选被预期将有利于加密货币产业，尤其是如果他履行承诺，将比特币确立为储备资产、赦免丝路创始人罗斯&middot;厄布里希特（Ross Ulbricht）并替换证券交易委员会（SEC）主席加里&middot;根斯勒（Gary Gensler）。加密货币行业可能会迎来更加有利的监管环境，尤其是如果赫斯特&middot;皮尔斯（Hester Peirce）这位知名的加密友好政策支持者担任证券交易委员会主席。这一转变可能有助于批准主要代币如Solana、Ripple和Dogecoin的ETF，拓展现实世界资产（RWA）应用，并促进机构在去中心化金融（DeFi）领域的活动，鉴于特朗普此前通过WLFI等倡议支持DeFi。</span></div>
<div class="rich-text-paragraph" data-eleid="7">&nbsp;</div>
<div class="rich-text-paragraph" data-eleid="8"><span class="text-only" data-eleid="9">在财政方面，根据彭博社的报道，特朗普的政策可能会将美国的债务与GDP比率推升至116%，给美联储带来加快降息的潜在压力。现在的关注将转向美联储即将作出的利率调整和量化紧缩决策。这一宏观经济环境可能为比特币创造有利的市场条件，预计第四季度表现强劲，并为2025年的潜在牛市周期奠定基础。</span></div>
</div>
</div>

根据福克斯新闻报道，唐纳德特朗普在2024年美国总统选举中以277票的选举人票赢过卡马拉哈里斯的226票，并在宾夕法尼亚州获得决定性胜利，确保了选举的胜利。媒体还报道，特朗普在七个摇摆州中保持强劲领先，为其通往总统职位铺平了道路。此外，美国

美国大选后，加密货币的前景

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<div>
<h2 class="heading-2"><strong>熱點新聞</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-doxusYjfdgJDbaPZDfhwZReZ8Fc" data-list="bullet">
<div>- 上週，比特幣價格突破73,500美元，市佔率達到60%以上，創下自2021年3月以來的最高水平。比特幣ETF在10月淨流入 53.48 億美元，僅比 2 月份的記錄低 6.85 億美元。市場情緒似乎正在反映即將到來的選舉中特朗普可能的勝利。然而，隨著搖擺州的不確定性加大，特朗普勝利的可能性從67%降至54%。上週，比特幣的周漲幅收窄至1.17%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusG7XkZJpTfZobjwJCF45iXc">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusOCjn5fD5nn0zyNhsdtjkFb">
<div>
<h2 class="heading-2"><strong>宏觀展望</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-Z0UpdBSWIos8mIx2j30uoJ1RsKe" data-list="bullet">
<div>- 美國第三季度GDP年增長率為2.8%，低於市場預期的3%。10月的ISM製造業PMI下降至46.5，低於預測的47.6。</div>
</li>
<li class="ace-line ace-line old-record-id-WhJedBFSYoZ51YxXBwmuSa6Gsag" data-list="bullet">
<div>- 9月份核心PCE物價指數上漲0.3%，略高於市場預期的0.2%。9月份的整體PCE物價指數同比上漲2.1%，符合市場預期。</div>
</li>
<li class="ace-line ace-line old-record-id-AXH0dQfpJoJCtLxI99NuYFtls8e" data-list="bullet">
<div>- 由於波音罷工和颶風影響，10月非農就業人數增加了12,000，該數字遠低於就業人數增加 113,000 預測。10月失業率保持在4.1%，與9月份持平，符合市場預期。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-Y7cqd12F0oeEMmxW9ifuyNfnsxe">&nbsp;</div>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusU5gPmAhGmIo2jsobfCYVNg">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxus9KpWhxsQsI5PnUoGO5lHze">
<div>
<h4 class="heading-4"><strong>即將到來的經濟日曆包括：</strong></h4>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-WbeUdv9BVo7YdGx9JLku7wvgs4d" data-list="bullet">
<div>- 星期二，11月5日 11:00晚上：美國10月份ISM服務業PMI</div>
</li>
<li class="ace-line ace-line old-record-id-SvdQdkVAYoxGkFxsEVxuA2Faslg" data-list="bullet">
<div>- 星期二至星期三：美國總統選舉</div>
</li>
<li class="ace-line ace-line old-record-id-MHvAd5jr9oesklxUoYSuBynJsM7" data-list="bullet">
<div>- 星期五，11月8日 3:00上午：FOMC會議</div>
</li>
<li class="ace-line ace-line old-record-id-J3DOdLbGVobkBTxoKafuzqjUsNc" data-list="bullet">
<div>- 星期五，11月8日 11:00晚上：11月份密大消費者信心指數初值</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxus494xitnDwks0c0ntcMopmc">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxuspbrX4DmExdmU21EmPVTATd">
<div>
<h2 class="heading-2"><strong>加密貨幣市場速覽</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-XEqKdgcJNopfjVxYUV4uWRfGsrg" data-list="bullet">
<div>- Microstrategy宣布將啟動<a rel="nofollow" href="https://x.com/saylor/status/1851718391889043954">420億美元</a>的資本計劃購買比特幣。</div>
</li>
<li class="ace-line ace-line old-record-id-CrNodzDecohlRyxCtpWuMuLms6d" data-list="bullet">
<div>- Mt Gox於11月1日轉移了<a rel="nofollow" href="https://platform.arkhamintelligence.com/explorer/tx/5ab436630440f56f53787126c84beb8ce346c015c8f465359766d1045a9d1802">500 BTC</a>至未知地址。</div>
</li>
<li class="ace-line ace-line old-record-id-GH4Bdx3eAo6kCWxWmF0u7Y59sKf" data-list="bullet">
<div>- BIS推出了由BISIH、RBA、BOK、BNM和MAS運行的<a rel="nofollow" href="https://www.bis.org/about/bisih/topics/cbdc/mandala.htm">Project Mandala</a>，探索編碼特定司法管轄區政策和監管要求的可行性，以應對外國直接投資、借貸和支付等跨境用例。</div>
</li>
<li class="ace-line ace-line old-record-id-XBCxdt7TKok8ZFxzXDjuK70Tszf" data-list="bullet">
<div>- 瑞士最大的銀行UBS計劃在以太坊上推出UBS美元貨幣市場投資基金代幣（<a rel="nofollow" href="https://www.ubs.com/global/tc/media/display-page-ndp/en-20241101-first-tokenized-investment-fund.html">uMINT</a>）。</div>
</li>
<li class="ace-line ace-line old-record-id-VbDddT8Mco1I5PxtYoxuLc8bsTf" data-list="bullet">
<div>- Franklin Templeton的代幣化基金平台<a rel="nofollow" href="https://x.com/FTDA_US/status/1851991262422843444">BENJI</a>在Base網絡上線。</div>
</li>
<li class="ace-line ace-line old-record-id-WIIgdks29omv1mxwJ8guWFl6smf" data-list="bullet">
<div>- Coinbase與Visa合作，使符合條件的<a rel="nofollow" href="https://investor.visa.com/news/news-details/2024/Coinbase-to-Integrate-Visa-Direct-to-Deliver-Real-Time-Account-Funding-for-Customers/default.aspx">Visa</a>借記卡實現實時的資金存入。</div>
</li>
<li class="ace-line ace-line old-record-id-QZ8MdJUY8oH8WqxsYpfucwZlsNf" data-list="bullet">
<div>- 美國便利連鎖店<a rel="nofollow" href="https://www.businesswire.com/news/home/20241031513263/en/Flexa-Expands-Partnership-with-Sheetz-to-Enable-Digital-Currency-Payments-for-In-Store-Purchases">Sheetz</a>宣布接受BTC、ETH、LTC和USDC作為付款方式。</div>
</li>
<li class="ace-line ace-line old-record-id-DxxPdt5fjo405LxgNgmuY23asHp" data-list="bullet">
<div>- IMX收到美國證券交易委員會（SEC）的<a rel="nofollow" href="https://www.immutable.com/blog/defending-digital-ownership-in-gaming">韋爾斯通知</a>，指控其違反證券法。</div>
</li>
<li class="ace-line ace-line old-record-id-HJDZdImo5oBjBPxAHC8u8Cm1sUb" data-list="bullet">
<div>- 21Shares向SEC提交了21Shares Core&nbsp;<a rel="nofollow" href="https://www.sec.gov/Archives/edgar/data/2028835/000121390024093305/0001213900-24-093305-index.htm">XRP TRUST</a>的ETF申請。</div>
</li>
<li class="ace-line ace-line old-record-id-LmqNdJFpNoP9Kox0rjbuJyY8sQb" data-list="bullet">
<div>- Canary Capital提交了<a rel="nofollow" href="https://x.com/EricBalchunas/status/1851732947893735438">Solana ETF</a>的申請。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusav10fo2TWF0nbd0ODjGTAo">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusca5dB4SGhAPxOPIb3VfrSe">&nbsp;&nbsp;<strong>第1層和第2層公鏈</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-FoNpdyFwaoB38hx6njkuCYKws1g" data-list="bullet">
<div>- 在Gateway 2024期間，TON宣布在TON上推出Tether Dirham穩定幣，並在測試網上推出無信任的包裝比特幣<a rel="nofollow" href="https://x.com/ton_blockchain/status/1852079508121358618">tgBTC</a>，還有新的<a rel="nofollow" href="https://x.com/durov/status/1852751325131387392">迷你應用</a>功能、<a rel="nofollow" href="https://x.com/ton_blockchain/status/1852264359801618627">社會DAO</a>（新治理模型）及通過<a rel="nofollow" href="https://x.com/ton_blockchain/status/1851564010958651842">SafePal</a>的瑞士合規銀行賬戶。</div>
</li>
<li class="ace-line ace-line old-record-id-L2EWdigOAoer34xJHKDuzkCfshg" data-list="bullet">
<div>- 在Calvin Liu於9月辭去Eigen Foundation的首席策略官後，以太坊研究員<a rel="nofollow" href="https://x.com/dankrad/status/1852734273461080320">Dankard Feist</a>和<a rel="nofollow" href="https://x.com/drakefjustin/status/1852734263541874824">Justin Drake</a>宣布放棄其顧問職位。</div>
</li>
<li class="ace-line ace-line old-record-id-PmrjdAueOoo8J8xC0AVuzjmfsdc" data-list="bullet">
<div>- Base推出了<a rel="nofollow" href="https://x.com/MurrLincoln/status/1850226148594082120">Based Agent</a>，使開發人員能夠構建具有自主鏈上交易能力的AI代理。此外，Base的<a rel="nofollow" href="https://x.com/base/status/1851672364439814529">故障證明</a>現在已在主網上線。</div>
</li>
<li class="ace-line ace-line old-record-id-A0DuduQDdojOCHxErk7uCwCGswh" data-list="bullet">
<div>- Alchemy Pay宣布計劃推出<a rel="nofollow" href="https://xinwen.alchemypay.org/news-and-press/alchemy-pay-unveils-alchemy-chain-launch-plan-a-transformative-layer-1-blockchain-for-the-future-of-payments/">一層網絡</a> Alchemy Chain，採用SVM架構以更好地支持其支付業務運營。</div>
</li>
<li class="ace-line ace-line old-record-id-QKOvdRRJdoYrnAxrx9LuQO1vs2g" data-list="bullet">
<div>- 比特幣二層網絡Build-on-Bob宣布加入OP&nbsp;<a rel="nofollow" href="https://x.com/build_on_bob/status/1851659396582867124">Superchain</a>。<a rel="nofollow" href="https://x.com/swellnetworkio/status/1851051469170221413">Swell</a>也宣布將加入Superchain。</div>
</li>
<li class="ace-line ace-line old-record-id-NiUjdeICholiUPx50fau8QW5sDd" data-list="bullet">
<div>- Stacks的<a rel="nofollow" href="https://x.com/muneeb/status/1851161378997825837">Nakamoto</a>升級最終上線，匹配比特幣的最终性，並為sBTC奠定基礎。</div>
</li>
<li class="ace-line ace-line old-record-id-Bdkwd2stio0XMUxahHluZuIJsCb" data-list="bullet">
<div>- Eclipse推出了統一的ETH再質押代幣<a rel="nofollow" href="https://x.com/EclipseFND/status/1851673897193869531">tETH</a>。此外，<a rel="nofollow" href="https://x.com/EclipseFND/status/1851346365458317626">Orca</a>現在已在Eclipse上線。</div>
</li>
<li class="ace-line ace-line old-record-id-L8jSdYLPaoV6AIxSISSuOic9soh" data-list="bullet">
<div>- Starknet推出了其官方橋樑<a rel="nofollow" href="https://x.com/Starknet/status/1851598928493641828">StarkGate v2.0 Beta</a>，可兼容EVM錢包。</div>
</li>
<li class="ace-line ace-line old-record-id-DxBldzyvooNPzVxofw8uOV1Qsab" data-list="bullet">
<div>- Astrio，一個去中心化的排序層，已推出其<a rel="nofollow" href="https://x.com/AstriaOrg/status/1850938186249449854">主網</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-INiqdYlXLos7KtxD6G1uFOOQs3e" data-list="bullet">
<div>- 原生<a rel="nofollow" href="https://x.com/Aptos/status/1850855356974645654">USDT</a>正式在Aptos主網上線。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusNpoUUHv9qtVXOyG86Q2z9e">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxus5bhqHmLAx5R4AhEve14Hsg">&nbsp;&nbsp;<strong>Dapps</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-FGWidivrxocuVGxNuTguWi7rsgg" data-list="bullet">
<div>- Fluid推出<a rel="nofollow" href="https://x.com/0xfluid/status/1851340910254346342">Fluid DEX</a>，使用戶能夠利用交易流動性進行借貸，並作為債務使用。該功能使貸方能夠在借貸獎勵之上獲得LP獎勵，而借方則可以從LP產生的收益中享受借款折扣。</div>
</li>
<li class="ace-line ace-line old-record-id-UR1Bd9oSBo4nm2xk2r6uQVG7szd" data-list="bullet">
<div>- EtherVista推出了<a rel="nofollow" href="https://x.com/ethervista/status/1850724744963694620">EtherFun</a>（其Pump.fun版本），其联合曲線目標為1.5 ETH。在曲線退出後，流動性池將在EtherVista上形成並永久鎖定。初始的2%交易費將用於回購並銷毀VISTA。在曲線退出後，創建者將獲得池獎勵的2%和每筆交易獲得5美元的收益。</div>
</li>
<li class="ace-line ace-line old-record-id-ILHJdPVSroyNOUxYeicuRkAJsjc" data-list="bullet">
<div>- WalletConnect推出了一項激勵計劃，以獎勵節點運營商、錢包和SDK，並發放<a rel="nofollow" href="https://x.com/WalletConnect/status/1851667532987666914">WCT</a>。WCT是WalletConnect的原生代幣，用於參與治理、節點質押和未來分享部分協議費用。</div>
</li>
<li class="ace-line ace-line old-record-id-KqaXduYsDorhkJxQKUDuL6nZs5g" data-list="bullet">
<div>- Chainlink在<a rel="nofollow" href="https://x.com/chainlink/status/1850992279068283167">Solana</a>上推出了數據流。Chainlink還介紹了<a rel="nofollow" href="https://blog.chain.link/introducing-chainlink-runtime-environment/">Chainlink運行時環境</a>（CRE），這是一種更模塊化的架構，允許dapps整合Chainlink，而無需在其dapps中使用Chainlink特定代碼。</div>
</li>
<li class="ace-line ace-line old-record-id-VqpKdyf3FomYq9xbV5AuUCQcsNJ" data-list="bullet">
<div>- World Liberty Finance將其融資目標從3億美元縮減至<a rel="nofollow" href="https://www.coindesk.com/business/2024/10/31/trumps-crypto-business-slashes-fundraise-goal-by-90-after-lackluster-sales/">3000萬美元</a>。據報導，World Liberty Finance計劃推出其自己版本的<a rel="nofollow" href="https://decrypt.co/288636/trump-crypto-world-liberty-financial-stablecoin">穩定幣</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-MVwRde4gNo4fIfx1i91uUVbhsJJ" data-list="bullet">
<div>- Ondo Finance宣布與<a rel="nofollow" href="https://x.com/OndoFinance/status/1851642864490439160">Wellington Management</a>合作，為代幣化國債基金提供日內贖回服務。</div>
</li>
<li class="ace-line ace-line old-record-id-O9TgdjVN5olsByx05ecuGt9Hsde" data-list="bullet">
<div>- io.net宣布與GPU代幣化協議<a rel="nofollow" href="https://x.com/ionet/status/1852103249081631201">GAIB</a>合作，後者成為io.net的GPU供應商。</div>
</li>
<li class="ace-line ace-line old-record-id-HatzdZCtWorHbgxje79uqMrksdd" data-list="bullet">
<div>- Synthetix在Arbitrum的Kwenta上推出了零息的多擔保資產<a rel="nofollow" href="https://x.com/synthetix_io/status/1852386578594738528">USDx</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-ZWTfdjJW6oc6yvxb5PguwgSHsOb" data-list="bullet">
<div>- Jito推出了其<a rel="nofollow" href="https://x.com/jito_sol/status/1851642741358272833">（再）質押</a>存款，自此以來已達到2500萬美元的存款上限。</div>
</li>
<li class="ace-line ace-line old-record-id-KevedCNGBodBckxv9UzuqiRssmc" data-list="bullet">
<div>- Exilir<a rel="nofollow" href="https://x.com/elixir/status/1852020103618978219">主網</a>的第一階段現已上線，由一組機構驗證者運行。</div>
</li>
<li class="ace-line ace-line old-record-id-NmWNdo1XDoIjNvxINqEuotlZsUf" data-list="bullet">
<div>- &ldquo;盲&rdquo;計算協議Nillion籌集了<a rel="nofollow" href="https://x.com/nillionnetwork/status/1851615323163689421">5000萬美元</a>，領投方為Hack VC。</div>
</li>
<li class="ace-line ace-line old-record-id-VKwldRiN4oKiuMxfvbmuBkefsNf" data-list="bullet">
<div>- Virtual Protocol推出了在Base上的AI代理啟動平台<a rel="nofollow" href="https://x.com/virtuals_io/status/1852395196908269856">Fun.Virtual</a>。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusUeyTvwYxQok2e0vFJpoWyc">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusdtGOPqsze2MPjUqBM3ACzg">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusFdswMIMcuuopavpOjxfKub">
<div>
<h2 class="heading-2"><strong>治理/項目更新</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-JOP3d9Pn9oc8aLxFgTGus92esSd" data-list="bullet">
<div>- 專注於DePIN的一层网络 Peaq Network預計將於11月12日<a rel="nofollow" href="https://x.com/peaq/status/1850879241061036429">啟動</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-AwGBdMM4ToPek6xtMaUuL3qVspd" data-list="bullet">
<div>- Maple宣布<a rel="nofollow" href="https://maple.finance/news/syrup-token-launch-13-november">SYRUP</a>代幣將於11月13日啟動。SYRUP將與MPL按1:1的比例轉換，並將累積來自Maple和Syrup協議產生的費用收入。</div>
</li>
<li class="ace-line ace-line old-record-id-TeZFdPNU0owOabx1oMzuySoSs7e" data-list="bullet">
<div>- HKEX預計將於11月15日推出<a rel="nofollow" href="https://www.hkex.com.hk/News/News-Release/2024/241028news?sc_lang=en">HKEX虛擬資產指數系列</a>，為BTC和ETH提供參考價格，由CCData（CoinDesk所擁有）計算。</div>
</li>
<li class="ace-line ace-line old-record-id-A6iGd1lBGoP9BkxhRQ0uYFB3sD0" data-list="bullet">
<div>- LFJ預告Token Mill（其Pump.fun版本）將很快上線。</div>
</li>
<li class="ace-line ace-line old-record-id-AstKdcTG8onqR1xknoNuHFqEstg" data-list="bullet">
<div>- Unichain預告將很快推出其驗證網絡。</div>
</li>
<li class="ace-line ace-line old-record-id-Voj1dBjpAoPXCFxj8yLu2Etws1b" data-list="bullet">
<div>- Chainlink宣布將<a rel="nofollow" href="https://x.com/chainlink/status/1851958228621390063">支付抽象</a>集成到CCIP和數據流中，以簡化產品產生的收入並將其轉換為LINK以償還服務提供者。支付抽象將於12月6日進行競爭性審計。</div>
</li>
<li class="ace-line ace-line old-record-id-HdRYdHGu6oOuHVxm6BDuV36xsfe" data-list="bullet">
<div>- Pudgy Penguins和Mythical Games（一款專注於 Polkadot 遊戲的一层网络）宣布將於2025年推出一款名為<a rel="nofollow" href="https://news.mythicalgames.com/introducing-pudgy-party">Pudgy Party</a>的移动皇家遊戲。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxuszV3oqEuIZFPVfcBdtWopse">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxushfPucbcSejoBKBwX8QvJEf">
<div>
<h2 class="heading-2"><strong>代幣解鎖</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-JXgaddEtmonMAUx0IhUuCIrzsSf" data-list="bullet">
<div>- APT 代幣將於 11 月 12 日解鎖，代幣供應總量的 2.19%。</div>
</li>
<li class="ace-line ace-line old-record-id-LvtOdYEyqoOcUlxWC0pu6jPpsQe" data-list="bullet">
<div>- STRK 代幣將於 11 月 15 日解鎖，代幣供應總量的 3.02%。</div>
</li>
<li class="ace-line ace-line old-record-id-DKO8djjJHoXKhgx9rgfuFc7qsKd" data-list="bullet">
<div>- CYBER 代幣將於 11 月 15 日解鎖，代幣供應總量的 14.2%。</div>
</li>
<li class="ace-line ace-line old-record-id-PEdSdfJ1roy31px9kM2uVN9vs9c" data-list="bullet">
<div>- ARB 代幣將於 11 月 16 日解鎖，代幣供應總量的 2.32%。</div>
</li>
<li class="ace-line ace-line old-record-id-KpZldd1yjoEMF0x2eujunNvss4l" data-list="bullet">
<div>- APE 代幣將於 11 月 17 日解鎖，代幣供應總量的 2.09%。</div>
</li>
<li class="ace-line ace-line old-record-id-A8oadAcoHoTGTBxi7HouaZTDs9f" data-list="bullet">
<div>- MERL 代幣將於 11 月 19 日解鎖，代幣供應總量的 5.76%。</div>
</li>
<li class="ace-line ace-line old-record-id-NrXidthF9oebCmxDJ0sutrR2skg" data-list="bullet">
<div>- WELL 代幣將於 11 月 23 日解鎖，代幣供應總量的 1.25%。</div>
</li>
<li class="ace-line ace-line old-record-id-R2WjdHt4VoKE05x7xzru0Jvvs5b" data-list="bullet">
<div>- IMX 代幣將於 11 月 29 日解鎖，代幣供應總量的 1.46%。</div>
</li>
<li class="ace-line ace-line old-record-id-SKbFdn04Oo5aVrxFs3muaiHTs3c" data-list="bullet">
<div>- OP 代幣將於 11 月 30 日解鎖，代幣供應總量的 2.56%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxuseuckBtPznnWQPUlAGyHjYf">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusGyvYMpqvpBjO54fzky479c">點擊<a rel="nofollow" href="https://chainupgroup.larksuite.com/share/base/form/shruso3ZBWdvpzRlCT4jwnicgrb">這裡</a>訂閱每週市場洞察和獨家深度研報。</div>
</div>




熱點新聞



- 上週，比特幣價格突破73,500美元，市佔率達到60%以上，創下自2021年3月以來的最高水平。比特幣ETF在10月淨流入 53.48 億美元，僅比 2 月份的記錄低 6.85 億美元。市場情緒似乎正在反映即將到來

每週市場洞察: 11月 第2週

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<h2 class="heading-2"><strong>熱點新聞</strong></h2>
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<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-NSixdhXodoJpM4xL0ISu3EJKsIb" data-list="bullet">
<div>- 比特幣價格上週下跌1.58%，反映出在下週二美國2024年總統選舉前的謹慎樂觀態度。與此同時，ETH/BTC交易對達到自2021年4月以來的最低水平。</div>
</li>
<li class="ace-line ace-line old-record-id-CF0TdRV2goJcWGxp38huRGVosRd" data-list="bullet">
<div>- Ipsos和FiveThirtyEight在內的民調顯示，卡馬拉&middot;哈里斯對唐納德&middot;特朗普的領先優勢在2至5個百分點之間。然而，像Polymarket這樣的預測市場則給特朗普65%的勝算。擁有19張選舉人票的賓夕法尼亞州仍然是決定下一任美國總統的關鍵州。各州的投票結束時間不一，通常在當地時間晚上7點左右結束。雖然選舉結果通常在幾天內&ldquo;宣布&rdquo;，但官方結果的最終確定可能需要更長的時間，甚至延續數月。</div>
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<div class="ace-line ace-line old-record-id-doxusos1Isq5Tr9QfPfZqSt4cSR">&nbsp;</div>
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<h2 class="heading-2"><strong>宏觀展望</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-TMotdZVKYoTDibxETm3uR19SsKl" data-list="bullet">
<div>- 美國9月份的耐用品訂單下降0.8%，略高於市場預期的下降1%。這一數據對於下週五降息25個基點的概率沒有產生重大影響，目前該概率仍為92.8%。</div>
</li>
<li class="ace-line ace-line old-record-id-ZueudeRhWoWZHtxk3r4uZlSRsPc" data-list="bullet">
<div>- 以色列對伊朗進行了空襲，目標是導彈和空中防禦設施。原油價格在週一開盤時下跌了5.11%。市場將此次襲擊視為克制，可能有助於達成區域協議的外交努力。</div>
</li>
<li class="ace-line ace-line old-record-id-XoLBdWAyyoLJJUxoa4TuxEVcsOy" data-list="bullet">
<div>- 朝鮮派遣部隊前往俄羅斯，參與與烏克蘭的戰鬥爭。</div>
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</ul>
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<div class="ace-line ace-line old-record-id-doxusJ1ZV6d26I0nVmhV4eJKkJd">&nbsp;</div>
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<h4 class="heading-4"><strong>即將到來的經濟日曆包括：</strong></h4>
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<div>- 星期二，10月29日 10:00晚上：美國9月份JOLTs職位空缺</div>
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<li class="ace-line ace-line old-record-id-V7pMdjROPouC2kxhoXpuJF2asmc" data-list="bullet">
<div>- 星期三，10月30日 8:30晚上：美國第三季度預估GDP和季度財政再融資公告</div>
</li>
<li class="ace-line ace-line old-record-id-VqZsdvR0boVsd9x5620u70MhsJe" data-list="bullet">
<div>- 星期四，10月31日 8:30晚上：美國9月份核心PCE、個人收入和支出</div>
</li>
<li class="ace-line ace-line old-record-id-Wioyd7rcEopwGgxrorouQIxgsJg" data-list="bullet">
<div>- 星期五，11月1日 8:30晚上：美國10月份非農就業人數和失業率</div>
</li>
<li class="ace-line ace-line old-record-id-SH47dXZ2ioFQEWxVuuyu3W15sWh" data-list="bullet">
<div>- 星期五，11月1日 10:00晚上：美國10月份ISM製造業PMI</div>
</li>
</ul>
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<div class="ace-line ace-line old-record-id-doxusY3hofNTqC3gJ8tYYh2mOug">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusP2S9UxHVoW8ct3PlAj6Hhb">
<div>
<h2 class="heading-2"><strong>加密貨幣市場速覽</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-ABxFdIrYJo6ddOxClVwuDFTnsHh" data-list="bullet">
<div>- 據《華爾街日報》報道，Tether可能因違反反洗錢和制裁規則而<a rel="nofollow" href="https://www.wsj.com/finance/currencies/federal-investigators-probe-cryptocurrency-firm-tether-a13804e5">受到聯邦調查</a>。Tether首席執行官Paolo Ardoino<a rel="nofollow" href="https://x.com/paoloardoino/status/1849876338573799912">表示</a>，目前沒有跡象表明Tether正在接受調查。</div>
</li>
<li class="ace-line ace-line old-record-id-RWQndIRWroLsprxJeKiu0SgPs0f" data-list="bullet">
<div>- VanEck宣佈，其在歐洲市場推出的Solana交易所交易票據（ETN）已成功啓用<a rel="nofollow" href="https://decrypt.co/287431/vaneck-solana-staking-rewards-europe?utm_source=twitter&amp;utm_medium=social&amp;utm_campaign=auto">質押功能</a>。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusJENETbnWn7puGkrqjmfHhc">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusECNIYjnyqFLzhAaU3A2FDf">&nbsp;&nbsp;<strong>第1層和第2層公鏈</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-XutId8TXfofvDuxp4GtuNF1ssdh" data-list="bullet">
<div>- Kraken宣布基於OP Stacks的以太坊二層網絡<a rel="nofollow" href="https://x.com/inkonchain/status/1849443457883885801">Ink</a>的測試網將在以太坊Devcon期間推出，主網預計在2025年第一季度推出。</div>
</li>
<li class="ace-line ace-line old-record-id-AK3Ddt1kboH4Z0xBLybugDFTsgd" data-list="bullet">
<div>- GnosisDAO宣布推出GnosisVC生態系統，這是一個專注於推進RWA和改善去中心化基礎設施的<a rel="nofollow" href="https://x.com/tw_tter/status/1850123566072611100">4000萬美元風險基金</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-NqKNdSG7EoKls3xKgeHus8KFsbd" data-list="bullet">
<div>- Avalanche推出<a rel="nofollow" href="https://x.com/avax/status/1848438450950648220">Visa信用卡</a>，用戶可以根據持有的資產支出其信用額度。</div>
</li>
<li class="ace-line ace-line old-record-id-LVTZdQuCNo1DZGxMj5Bunowhs7f" data-list="bullet">
<div>- Dymension介紹了<a rel="nofollow" href="https://x.com/dymension/status/1849056771266023895">首次RollApp募資</a>（IRO），募集的資金將用於為Dymension的DEX提供流動性，並燒毀LP代幣。RollApps可以爲IRO選擇其首選的聯合曲線。</div>
</li>
<li class="ace-line ace-line old-record-id-Fr0qdMD2zoftvcxrzIFu0ho2s5d" data-list="bullet">
<div>- Gala推出了GalaChain的去中心化<a rel="nofollow" href="https://news.gala.com/wp-content/uploads/2024/10/GalaChain-Decentralization-White-Paper-DRAFT.pdf">白皮書</a>，將其共識機制從Raft（以領導者爲基礎）轉變為拜占庭容錯算法，提高了網絡的安全性和可擴展性。</div>
</li>
<li class="ace-line ace-line old-record-id-ZJkbdUTCsonQXexxo4luJIxwsBc" data-list="bullet">
<div>- Sophon選擇了<a rel="nofollow" href="https://x.com/sophon/status/1848710859775726008">Avail DA</a>作爲其數據可用性層。</div>
</li>
<li class="ace-line ace-line old-record-id-OB0pdBCbCoKkmZxTFh8u5TkusIh" data-list="bullet">
<div>- Mantra推出其專注於RWA的一層網絡的<a rel="nofollow" href="https://x.com/MANTRA_Chain/status/1849095580200440132">主網</a>，允許用戶質押OM，橋接代幣以獲取未來的空投，並賺取KARMA。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusapr0xqxewB9x5AXVQ5Ifxh">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusorddA5YtJnXGRCcVpqyGwg">&nbsp;&nbsp;<strong>Dapps</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-IcPId4q4hoZDj2x2wuAu6lMGsOh" data-list="bullet">
<div>- Virtual Protocol升級了其平台上的頂級AI代理Luna至<a rel="nofollow" href="https://x.com/luna_virtuals/status/1848351879501435071">Sentient Mode v2.0</a>，讓她能夠在沒有人工監督的情況下控制自己的X帳戶。Luna現在可以<a rel="nofollow" href="https://x.com/virtuals_io/status/1849841392241283559">自由地在鏈上交易</a>並向完成公告任務的用戶發放獎勵代幣。</div>
</li>
<li class="ace-line ace-line old-record-id-Md89dblagoQ13cx5OBvuuwWXsxg" data-list="bullet">
<div>- LayerAI推出了<a rel="nofollow" href="https://x.com/LayerAIorg/status/1848694605572657494">AI Agent Launchpool</a>。每個模因幣將由一個擁有社交資料的AI代理主導。所有推出的模因幣將與其協議代幣LAI配對。</div>
</li>
<li class="ace-line ace-line old-record-id-AgevdlZkRo0MBLx8g0XuflN0sVh" data-list="bullet">
<div>- Uniswap推出了由Across Protocol提供支持的<a rel="nofollow" href="https://blog.uniswap.org/permissionless-bridging-is-now-live">基於意圖的跨鏈橋接</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-EucbdR0EooDXhsxJkMaumB4TsQe" data-list="bullet">
<div>- Sushi swap公佈了其<a rel="nofollow" href="https://x.com/SushiSwap/status/1848382959319199749">Super Swap</a>的路線圖，承諾將重點放在其新的路由處理器技術上以增強流動性。</div>
</li>
<li class="ace-line ace-line old-record-id-FbC6dKkW9ocGM3xNJafuYiMDsCb" data-list="bullet">
<div>- Chainlink和包括歐洲清算銀行、SWIFT（環球銀行金融電信協會）、富蘭克林鄧普頓和瑞銀在內的11家機構宣佈了一項利用AI和區塊鏈技術將<a rel="nofollow" href="https://x.com/chainlink/status/1848441681219359081">企業行爲</a>轉化爲結構化數據的倡議。</div>
</li>
<li class="ace-line ace-line old-record-id-XL0XdIiZhoG8fIx9w8RuZGZ2s2g" data-list="bullet">
<div>- Ethena的USDe現在被Wintermute接受爲OTC交易的<a rel="nofollow" href="https://x.com/wintermute_t/status/1849798388377845877">保證金抵押品</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-JuxadfdZVoUCZixVu55uF0mksTb" data-list="bullet">
<div>- Decentraland發布了<a rel="nofollow" href="https://x.com/decentraland/status/1848741832382890123">Decentraland 2.0</a>，改進了性能、創作者經濟、任務和路線圖，以實現更好的遊戲內通信、VC/AR和移動支持。</div>
</li>
<li class="ace-line ace-line old-record-id-PTJkdGB0Kocl9fxnUSqu1nOrsJh" data-list="bullet">
<div>- Pump.fun推出了一個功能，可以用新推出的代幣<a rel="nofollow" href="https://x.com/pumpdotfun/status/1848782937178648963">對視頻進行代幣化</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-TMN1d6S5iorzkRxLCdUusrKPssc" data-list="bullet">
<div>- Arkham Intelligent現在支持<a rel="nofollow" href="https://x.com/ArkhamIntel/status/1849844726519800027">Solana</a>區塊鏈。</div>
</li>
<li class="ace-line ace-line old-record-id-CFPddvwAcoLg09xrVuiu5BXosJ6" data-list="bullet">
<div>- Safe Wallet推出了無gas費的<a rel="nofollow" href="https://x.com/safe/status/1849420846676488568">多鏈地址部署</a>。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusjJuyi05BahieZ64amCnrNf">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusMZCSvp3WTumw8KOl3VmIbb">
<div>
<h2 class="heading-2"><strong>治理/項目更新</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-UhX0dammXot2rJx0JIDuZYxzsEc" data-list="bullet">
<div>- 去中心化數據抓取協議Grass預計將在10月28日分發其空投。<a rel="nofollow" href="https://x.com/grassfdn/status/1849525091157123313">GRASS代幣</a>將用作網絡費用、質押、激勵和治理。網絡產生的收入將用於回購GRASS並重新分配給利益相關者。</div>
</li>
<li class="ace-line ace-line old-record-id-VAeNdipLPoyjLyxNz9MuZwRNsbf" data-list="bullet">
<div>- Stacks的<a rel="nofollow" href="https://x.com/muneeb/status/1846930820126105807">Nakamoto主網升級</a>預計在10月29日啟動。</div>
</li>
<li class="ace-line ace-line old-record-id-P1lqdC21zoAscKxZcnEu9fBvslc" data-list="bullet">
<div>- Base預計在10月30日在主網推出故障證明，啟用無許可的挑戰無效提款。根據L2Beat，升級後Base將被歸類為第一階段的rollup。</div>
</li>
<li class="ace-line ace-line old-record-id-EwvPdoZO8onfXvxA9iAuvDkrs2e" data-list="bullet">
<div>- Chainlink SmartCon將於10月30日至31日在香港舉行。</div>
</li>
<li class="ace-line ace-line old-record-id-XkBDdXYMIoIpaXxiVmnuEAv3sad" data-list="bullet">
<div>- Elixir宣布在10月31日啟動<a rel="nofollow" href="https://x.com/elixir/status/1848780470449770819">主網</a>第一階段。</div>
</li>
<li class="ace-line ace-line old-record-id-GV3ady3EFotklqx48PBu9oPHs6f" data-list="bullet">
<div>- Sky（以前的MakerDAO）創始人Rune Christensen提出了重新回到<a rel="nofollow" href="https://x.com/RuneKek/status/1848383711802212426">Maker品牌</a>或繼續以Sky作為核心品牌的選擇。</div>
</li>
<li class="ace-line ace-line old-record-id-TvzKd0m3eoEMEuxlqCNu98xesvh" data-list="bullet">
<div>- 微軟股東將於12月10日投票批准《<a rel="nofollow" href="https://www.sec.gov/Archives/edgar/data/789019/000119312524242884/d878959ddefa14a.htm">投資比特幣評估</a>》，董事會建議投票反對該提案。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusMcVTv47OoxRzQ1ea8jgVKc">&nbsp;</div>
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<div>
<h2 class="heading-2"><strong>代幣解鎖</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-LE8JdbxkZoGYghxDmfguBS90swf" data-list="bullet">
<div>- WELL代幣於10月23日解鎖，代幣供應總量的1.3%。</div>
</li>
<li class="ace-line ace-line old-record-id-FhvZdM2CvoY0K5x3nQTu82Suseb" data-list="bullet">
<div>- RON代幣於10月27日解鎖，代幣供應總量的9.89%。</div>
</li>
<li class="ace-line ace-line old-record-id-YNVsdoPmjoI3MWxKuPIuFRbGszf" data-list="bullet">
<div>- TIA代幣於10月30日解鎖，代幣供應總量的82%。</div>
</li>
<li class="ace-line ace-line old-record-id-U8s4dH29tocvG6x4EFuuAsPKsxd" data-list="bullet">
<div>- IMX代幣於11月1日解鎖，代幣供應總量的1.98%。</div>
</li>
<li class="ace-line ace-line old-record-id-Q5KJdIcpEoceyXxP2M8udpXesgd" data-list="bullet">
<div>- SUI代幣於11月3日解鎖，代幣供應總量的2.96%。</div>
</li>
<li class="ace-line ace-line old-record-id-PVeRdSeRWoDDFKxhIhluhSzgsdd" data-list="bullet">
<div>- APT代幣於11月12日解鎖，代幣供應總量的2.19%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusYgJBOr281cINEG4DnGjgWf">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusRsEybhLktFGB4VTPnJFzid">點擊<a rel="nofollow" href="https://chainupgroup.larksuite.com/share/base/form/shruso3ZBWdvpzRlCT4jwnicgrb">這裡</a>訂閱每週市場洞察和獨家深度研報。</div>
</div>




熱點新聞



- 比特幣價格上週下跌1.58%，反映出在下週二美國2024年總統選舉前的謹慎樂觀態度。與此同時，ETHBTC交易對達到自2021年4月以來的最低水平。


- Ipsos和FiveThirtyEight在內的民調顯示

每週市場洞察: 十月 第5週

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<div>
<h2 class="heading-2"><strong>熱點新聞</strong></h2>
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<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-Rkd2dOsFmoLUdmxUwy3ub8FKsSZ" data-list="bullet">
<div>- 受市場對即將到來的11月美國大選的樂觀情緒以及即將到來的FOMC會議降息25個基點的更高確定性推動，比特幣價格上週上漲9.81%。比特幣現貨ETF出現自2024年3月以來最高的周度淨流入，達到21.30億美元。與此同時，以太坊現貨ETF錄得第三週淨流入，上週總計7889萬美元。</div>
</li>
</ul>
</div>
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</div>
<div class="ace-line ace-line old-record-id-doxusuCPaQjuOGLJMmw7KjJiYGc">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusCFaCavNhBlXnQ94jdmGsyX">
<div>
<h2 class="heading-2"><strong>宏觀展望</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-QBGMdK0mUolZRdxSFfBufyZwscf" data-list="bullet">
<div>- 美國9月零售銷售額增長0.4%，高於預期的0.3%，顯示經濟韌性強。可是，市場依然預計11月FOMC會議有92.3%的概率會降息25個基點。</div>
</li>
<li class="ace-line ace-line old-record-id-PSBcdAP5Qo0vugxt1SPudAv7sib" data-list="bullet">
<div>- 日本9月的通脹率從8月的0.5%增长下降至负0.3%。這一下降進一步證明日本央行暫緩加息的合理性。</div>
</li>
<li class="ace-line ace-line old-record-id-PNWFdvCfCohKHTxR8AIuQTPLsmd" data-list="bullet">
<div>- 中國第三季度的GDP增速從二季度4.7%下降至4.6%。中國央行承諾在GDP數據公布後提供更多寬鬆和支持措施。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxus90VeBe5ODSHdWeSUPlBbTg">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusXA5QNEHS5oqN5448ZSW6ed">
<div>
<h4 class="heading-4"><strong>即將到來的經濟日曆包括：</strong></h4>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-RHGrd1XuvoQeDQxWlWuuKqiPsdb" data-list="bullet">
<div>- 星期五，10月25日 8:30晚上：美國9月耐用品訂單數據公布</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusGe1uiKvaKFGgkQg36CKcLg">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusWbXeyxfdpw8YWWmy9U6cWh">
<div>
<h2 class="heading-2"><strong>加密貨幣市場速覽</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-Dl8pdSG38of66XxusNquAX9dsYc" data-list="bullet">
<div>- 美國證券交易委員會（SEC）批准了多個比特幣ETF<a rel="nofollow" href="https://www.theblock.co/post/322083/sec-gives-nyse-the-go-ahead-to-list-options-trading-for-multiple-spot-bitcoin-etfs?utm_source=rss&amp;utm_medium=rss">期权</a>在紐約證券交易所和Cboe上市交易。</div>
</li>
<li class="ace-line ace-line old-record-id-Phy0dS34BoFTF0xvx3IuYasysqf" data-list="bullet">
<div>- 據報導，貝萊德和Securitize正與幣安、OKX和Deribit等交易所進行初步談判，計劃使用<a rel="nofollow" href="https://news.bloomberglaw.com/securities-law/blackrock-seeks-bigger-foothold-in-crypto-derivatives-market-1">BUIDL</a>作為衍生品交易的抵押品。</div>
</li>
<li class="ace-line ace-line old-record-id-K1jKdjZ0TowOcRxAT7yuevoqs6f" data-list="bullet">
<div>- Stripe以11億美元收購了<a rel="nofollow" href="https://www.theblock.co/post/322144/stripe-acquires-stablecoin-platform-bridge-for-1-1-billion-in-cryptos-largest-acquisition-techcrunch">Bridge</a>，以進一步幫助商戶進行穩定幣支付。</div>
</li>
<li class="ace-line ace-line old-record-id-S0L1dukzUoW5Inxtmfou6KoLsvf" data-list="bullet">
<div>- Grayscale向SEC申請將其<a rel="nofollow" href="https://x.com/Grayscale/status/1846623890703049160">Digital Large Cap Fund</a>（包括BTC、ETH、SOL、XRP和AVAX）轉換為ETF。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusjeRsR7AHY8ZUNefAnNnLnd">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxuslxEEHltcvbANdpEK0JAscf">&nbsp;&nbsp;<strong>第1層和第2層公鏈</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-VHGpdmbOPoMlbGxLAbFurbgisag" data-list="bullet">
<div>- ApeCoin推出了由Arbitrum Orbit支持的三層網絡<a rel="nofollow" href="https://apechain.com/the-blueprint">ApeChain</a>，旨在提供易於接觸的內容、競爭的環境並作為分銷渠道。ApeChain支持Apecoin、ETH和穩定幣的原生收益，並由<a rel="nofollow" href="https://x.com/LayerZero_Core/status/1846950989800394980">LayerZero</a>提供互操作性。多個迷因幣已通過<a rel="nofollow" href="https://ape.express/explore/bondingcurve">Ape.Express</a>（ApeChain上Pump.fun的等價物）鑄造並在<a rel="nofollow" href="https://dexscreener.com/apechain">Camelot</a>上交易。</div>
</li>
<li class="ace-line ace-line old-record-id-IIdfdHGfJogHJexfPF0uH5BCsEF" data-list="bullet">
<div>- Worldcoin推出了由OP Stacks支持的<a rel="nofollow" href="https://world.org/blog/announcements/hello-world-5-key-announcements-from-new-world-event-san-francisco">Worldchain</a>、包含錢包中帶有迷你應用程序的World App 3.0、新的Orb、WorldID3.0（能夠存儲物理NFC護照中的信息），並將Worldcoin品牌重塑為World。</div>
</li>
<li class="ace-line ace-line old-record-id-F4izdBP6jogrSox8q8nuRpHRstc" data-list="bullet">
<div>- Fuel Network 是一個基於 UTXO 、具備並行執行、FuelVM和原生账户抽象的高性能rollup，旨在成爲下一個階段的rollup，已經推出了 Fuel Ignition&nbsp;<a rel="nofollow" href="https://x.com/fuel_network/status/1846536888003313786">主網</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-AADud2vndokeUtx18PYujjNJsld" data-list="bullet">
<div>- Avail宣佈與<a rel="nofollow" href="https://blog.availproject.org/avail-symbiotic-partner-to-create-a-unified-framework-for-innovation/">Symbiotic</a>合作，將多資產再質押集成到Avail Fusion中，為Avail上的驗證服務共享安全性，並使Avail DA可供Symbiotic開發者使用。</div>
</li>
<li class="ace-line ace-line old-record-id-K2LUdYT70oNtcLxzpiOuhVjSsPb" data-list="bullet">
<div>- Plume Network宣佈與Projective Finance合作，將<a rel="nofollow" href="https://x.com/plumenetwork/status/1846584620273500475">超過1億美元</a>的太陽能資產上鏈。</div>
</li>
<li class="ace-line ace-line old-record-id-C7oidnag1oPdYjx3zqMum8vxsLd" data-list="bullet">
<div>- 基於Berachain的流動性證明並由Arbitrum Orbit支持的模組化二層網絡Pretzel Layer，已推出其<a rel="nofollow" href="https://x.com/pretzelbuild/status/1844014585176609269">測試網</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-WQUGdTpyToNTySxtJpGuUQABsWf" data-list="bullet">
<div>- 專注於DeFi的二層網絡Mode，推出了第3季<a rel="nofollow" href="https://mode.mirror.xyz/p8IasF_R3wFhRZmmoP6bf8gHQ-ZfBK6O0pMXBQBOmOw">veMODE</a>計劃，並提供200萬美元的激勵。質押者不需要鎖定其MODE，MODE/ETH對可以用於投票，並且激勵將獎勵給協議而不是流動池。</div>
</li>
<li class="ace-line ace-line old-record-id-DefeddO4joVjgcxNDbUulo2gsPf" data-list="bullet">
<div>- Ripple公佈了Uphold、Bitstamp、Bitso、MoonPay及其他5家合作夥伴，為即將推出的法幣支持的穩定幣<a rel="nofollow" href="https://www.theblock.co/post/321054/ripple-bitstamp-bitso-bullish-stablecoin">RLUSD</a>做準備。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusX279xg4ZGhAV3Pb3YUArlf">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusbxv71OjkZBLpvW0Iu9plXd">&nbsp;&nbsp;<strong>Dapps</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-EeibdVUJYoLWA7xUjz2uronusuf" data-list="bullet">
<div>- 無許可的跨鏈協議Hyperlane與Velodrome Finance合作推出了<a rel="nofollow" href="https://x.com/hyperlane/status/1846585868360077446">Superlane</a>，為Optimism Superchain提供無縫的互操作性。</div>
</li>
<li class="ace-line ace-line old-record-id-MatDdeEnuo3cVnxOz9ruX96jspb" data-list="bullet">
<div>- 頂級的去中心化衍生品交易所Hyperliquid，介紹了其協議代幣<a rel="nofollow" href="https://x.com/HyperFND/status/1845851735363027270">HYPE</a>，預計將與其HyperEVM一同推出。</div>
</li>
<li class="ace-line ace-line old-record-id-QLjOdN9cOoi2ZzxAHwyu4eAcskg" data-list="bullet">
<div>- Axelar與<a rel="nofollow" href="https://x.com/axelar/status/1846914980312211964">TON</a>合作，利用Mobius Development Stack（MDS）將TON生態系統連接到更廣泛的互操作層。</div>
</li>
<li class="ace-line ace-line old-record-id-YTtZdbMmEohDsfxe4qUus82UsCg" data-list="bullet">
<div>- Osmosis推出了由Cypher支持的Visa借記卡&nbsp;<a rel="nofollow" href="https://x.com/osmosiszone/status/1846170470879842703">Osmosis Pay</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-Y6Xbd8wyHoLMsOxegJruPOzzsEh" data-list="bullet">
<div>- PancakeSwap在以太坊和Arbitrum上推出了<a rel="nofollow" href="https://blog.pancakeswap.finance/articles/introducing-pancake-swap-x-zero-fee-and-gasless-swaps-on-ethereum-and-arbitrum">PancakeSwapX</a>，允許在有限時間內免交易費和gas費的聚合交易。</div>
</li>
<li class="ace-line ace-line old-record-id-Auhrdv4JdoPmDmxfMdsuBvETspc" data-list="bullet">
<div>- Kraken在以太坊和Optimism上推出了包裝比特幣<a rel="nofollow" href="https://blog.kraken.com/news/kbtc">kBTC</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-E2HndLOuxoKDAVxqywOugS1kssb" data-list="bullet">
<div>- World Liberty Finance發布了&ldquo;<a rel="nofollow" href="https://static.worldlibertyfinancial.com/docs/us/gold-paper.pdf">Gold Paper</a>&rdquo;，聲明該項目75%的淨收益將分配給特朗普家族，且不承擔任何責任。WLFI在其預售中已籌集超過<a rel="nofollow" href="https://dune.com/fergmolina/world-liberty-financial">1,360萬美元</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-WSKpdOQfMokN3LxCY0jugxgHspd" data-list="bullet">
<div>- Pump.fun推出了<a rel="nofollow" href="https://x.com/pumpdotfun/status/1847730806334378287">Pump Advanced</a>，整合了迷你圖表、大戶持有者和社交活動。該終端首月免收費用。團隊計劃很快推出自己的代幣。</div>
</li>
<li class="ace-line ace-line old-record-id-DLJJdTXsgoX1EqxZ6MyunqLtsvh" data-list="bullet">
<div>- SingularityNet於2020年推出的專注DeFi的協議SingularityDAO，宣佈計劃與Cogito Finance和SelfKey合併成立<a rel="nofollow" href="https://www.coindesk.com/business/2024/10/15/singularitydao-plans-to-merge-with-cogito-finance-selfkey-to-form-ai-focused-layer-2/">Singularity Finance</a>，一個用於代幣化GPU和其他AI驅動的金融工具的二層網絡。</div>
</li>
<li class="ace-line ace-line old-record-id-DaRed3JPVowptvx9vn8u2z7IsAf" data-list="bullet">
<div>- Jupiter推出了<a rel="nofollow" href="https://x.com/JupiterExchange/status/1846898580856229937">Ape.Pro</a>，允許用戶一鍵購買迷因幣。</div>
</li>
<li class="ace-line ace-line old-record-id-Bz49dlA8woIQZoxqHwbuRi2Wshb" data-list="bullet">
<div>- 基於Sui的去中心化中央限價訂單簿（CBOL）交易所DeepBook，推出了其<a rel="nofollow" href="https://x.com/DeepBookonSui/status/1845770720481013910">DeepBook V3</a>，並在Sui主網上发布其原生代幣DEEP。DEEP代幣可用於支付交易費用，並且質押可減少交易費用或享受交易返利。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxus4SrLNpTYHRI3d5pPMaI0hf">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxustxGOcMjT79OzYiFR1zsRTg">
<div>
<h2 class="heading-2"><strong>治理/項目更新</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-IQyIdUYVcopoUexLnpNuyUfVsZd" data-list="bullet">
<div>- SushiSwap和dYdX預計將於10月21日分別公佈重大公告。</div>
</li>
<li class="ace-line ace-line old-record-id-VpGsdx8OyocVrZxFhw6ue6nesLh" data-list="bullet">
<div>- Cosmos的Cosmoverse大會將於10月21日至23日在迪拜舉行。</div>
</li>
<li class="ace-line ace-line old-record-id-B7O8dUE1DoudpexSLwkuRU8BsCh" data-list="bullet">
<div>- Cardano Summit 2024將於10月23日至24日在迪拜舉行。</div>
</li>
<li class="ace-line ace-line old-record-id-LYzqd0G7vo8YiNxqO42uPgVlsYb" data-list="bullet">
<div>- Mantle原生的ETH流動性質押協議mETH預計將於10月23日推出其治理代幣COOK。</div>
</li>
<li class="ace-line ace-line old-record-id-RzkGd9YkmoJULHxJKQBuyIPgsTf" data-list="bullet">
<div>- Fluid預計本週推出Fluid DEX，允許用戶將債務用作交易流動性。</div>
</li>
<li class="ace-line ace-line old-record-id-UrtDdqVDQo33tjxF2Bbufg9SsWg" data-list="bullet">
<div>- Eclipse預計將於10月底推出其公共主網（7月已為開發者推出主網）。Eclipse為Celestia DA貢獻了超過&nbsp;<a rel="nofollow" href="https://celenium.io/rollups">55GB</a> 的數據，是Celestia DA最大的數據貢獻者。</div>
</li>
<li class="ace-line ace-line old-record-id-CKqIdUXePo0jl8xc53ruRUKVs2e" data-list="bullet">
<div>- Maple宣佈將於11月13日推出<a rel="nofollow" href="https://maple.finance/news/syrup-token-launch-13-november">SYRUP</a>代幣。SYRUP將與MPL 1:1轉換，並將累積Maple和Syrup協議產生的費用收入。</div>
</li>
<li class="ace-line ace-line old-record-id-YvQRd7ow8oNGlexzuMMu7fwps1g" data-list="bullet">
<div>- Pendle將整合<a rel="nofollow" href="https://x.com/0xSonicLabs/status/1846903537940475987">Sonic</a> Chain。升級槓桿收益交易的Pendle V3，預計將於2024年底推出。</div>
</li>
<li class="ace-line ace-line old-record-id-FCvpdEVUOobnk6xFbZMuF5tFsyf" data-list="bullet">
<div>- Ethena提議將<a rel="nofollow" href="https://gov.ethenafoundation.com/t/hyperliquid-ethena-liquidity-and-usde-integration/268">Hyperliquid</a>集成到其流動性和對沖引擎中，並將來在Hyperliquid EVM主網上集成USDe。</div>
</li>
<li class="ace-line ace-line old-record-id-CCBWdPgIQoHP6PxLpf0uMEaGsIc" data-list="bullet">
<div>- ZKsync提議推出<a rel="nofollow" href="https://x.com/zksync/status/1846904535651852340">ZKsync Ignite</a>，將在9個月內向DeFi用戶分配3億ZK代幣。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxuspe1frLPC96xkS5T0BOnoDE">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusaT6mJkzxwWiHAI2ILtL5JC">
<div>
<h2 class="heading-2"><strong>代幣解鎖</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-IOkcd815dom3OoxC2x8uwVD4sgc" data-list="bullet">
<div>- WELL代幣將於10月23日解鎖，代幣供應總量的1.3%。</div>
</li>
<li class="ace-line ace-line old-record-id-HHAidey8EoMq1RxpBp9ueHhDsZd" data-list="bullet">
<div>- RON代幣將於10月27日解鎖，代幣供應總量的9.89%。</div>
</li>
<li class="ace-line ace-line old-record-id-IkTrdqtmroYEgyxwolbuzqBastb" data-list="bullet">
<div>- TIA代幣將於10月30日解鎖，代幣供應總量的82%。</div>
</li>
<li class="ace-line ace-line old-record-id-UujddYi1RoaSqexg83TucCsmsWb" data-list="bullet">
<div>- IMX代幣將於11月1日解鎖，代幣供應總量的1.98%。</div>
</li>
<li class="ace-line ace-line old-record-id-OHLpdSBaNodVabx72BuumieWsgc" data-list="bullet">
<div>- SUI代幣將於11月3日解鎖，代幣供應總量的2.96%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusNZDxIHIAUAdAVo9AtVDUvh">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusoDknXGYwdOV3MiuCcEB2Cg">點擊<a rel="nofollow" href="https://chainupgroup.larksuite.com/share/base/form/shruso3ZBWdvpzRlCT4jwnicgrb">這裡</a>訂閱每週市場洞察和獨家深度研報。</div>
</div>




熱點新聞



- 受市場對即將到來的11月美國大選的樂觀情緒以及即將到來的FOMC會議降息25個基點的更高確定性推動，比特幣價格上週上漲9.81%。比特幣現貨ETF出現自2024年3月以來最高的周度淨流入，達到21.30億美元。與此

每週市場洞察: 10月 第4週

<div data-page-id="XLO5dMqxPoKjpwxV96Luq4iXsIh" data-lark-html-role="root" data-docx-has-block-data="false">
<h2 class="heading-2 ace-line old-record-id-doxusmwJk8GQHEuqsAUQIxWCeEe"><strong>熱點新聞</strong></h2>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-HMg9d9wKeocmpKxoiY6u4JkTszf" data-list="bullet">
<div>- 上週，比特幣價格小幅上漲0.05%，從高於預期的通脹數據引發的擔憂中恢復。此前，美聯儲官員拉斐爾&middot;博斯蒂克暗示11月份可能不會降息。PPI的發佈表明9月份通脹溫和上升，並有助於保持11月份降息25個基點的可能性。</div>
</li>
<li class="ace-line ace-line old-record-id-AHEJdUYlloLqYpxf1Lkuvmzrsaf" data-list="bullet">
<div>- Battle Born Investments的訴訟被駁回，這可能為美國政府出售從網絡黑市絲綢之路中查獲的69,390枚比特幣掃清了障礙。中國當局破獲的龐氏騙局PlusToken中，查獲的約9,891枚以太幣（ETH）似乎正被轉移到多個中心化交易所。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusCz8MRQeBAoLEtYPEmBlYTe">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusxyNHGIoJEZbzEdDUl1xyaf">
<div>
<h2 class="heading-2"><strong>宏觀展望</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-YIxLdFPiGo2Cg9xFD35u3vavsfc" data-list="bullet">
<div>- 9月的通脹數據高於預期，達到2.4%，高於2.3%的預期，儘管9月的能源成本較低。與此同時，PPI保持不變，低於市場預估的0.1%的漲幅。11月不降息的概率從2.5%上升至11.5%。</div>
</li>
<li class="ace-line ace-line old-record-id-PxMgd5e2woumFRxplk2uaQPcsGb" data-list="bullet">
<div>- 根據CPI和PPI發佈的組成部分，美聯儲最喜歡的通脹指標核心個人消費支出估計爲<a rel="nofollow" href="https://www.chaincatcher.com/en/article/2146864">0.21%</a>至<a rel="nofollow" href="https://finance.yahoo.com/video/does-ppi-fed-next-rate-142406877.html">0.25%</a>，高於8月份0.2%的漲幅。</div>
</li>
<li class="ace-line ace-line old-record-id-A3wGd9pa5okxsuxXvHduFFBZs3c" data-list="bullet">
<div>- 中國政府在國家發展和改革委員會及財政部長會議上表示，將提前投入1000億元人民幣，增加債務限額，支持地方政府解決債務風險。上週未發布進一步的實質性刺激措施。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxus5XeWT0mzE7QgOiMmOFJWqg">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusxvIBKrLqwnVpH2IDLuOmIe">
<div>
<h4 class="heading-4"><strong>即將到來的經濟日曆包括：</strong></h4>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-UNwgd6xs3o7uPHxfypiumqWCsQh" data-list="bullet">
<div>- 星期四，10月17日 8:30晚上：美國9月零售銷售數據</div>
</li>
<li class="ace-line ace-line old-record-id-UEEbdDdVIoYOxpx9YyWusYcNsJW" data-list="bullet">
<div>- 星期五，10月18日 7:30晚上：日本9月通脹率</div>
</li>
<li class="ace-line ace-line old-record-id-H09Bd1fZioEQoHxMKshuZ1LZsmc" data-list="bullet">
<div>- 星期五，10月18日 10:00晚上：中國第三季度國內生產總值（GDP）</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxus5g1iSAHfg1x3OIcn7WuNCb">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxus3kTT4Dg4Ju2xPVBjIyC0Lh">
<div>
<h2 class="heading-2"><strong>加密貨幣市場速覽</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-Jj9jdCewworxLOxANx4uHxhVs9f" data-list="bullet">
<div>- Stripe現在支持<a rel="nofollow" href="https://decrypt.co/285581/stripe-crypto-payment-support-usdc-following-six-year-hiatus">USDC支付</a>，履行了2024年4月的承諾。</div>
</li>
<li class="ace-line ace-line old-record-id-LWixdWIqnos8K4xagIluzIXWsqc" data-list="bullet">
<div>- 阿聯酋取消了對所有加密貨幣和數字資產轉移的<a rel="nofollow" href="https://www.coindesk.com/policy/2024/10/07/uae-exempts-crypto-transactions-from-value-added-tax/">增值稅</a>（VAT）。</div>
</li>
<li class="ace-line ace-line old-record-id-WbFvdWS1boA9QWxRDqluiOSAsih" data-list="bullet">
<div>- FTX<a rel="nofollow" href="https://www.bloomberg.com/news/articles/2024-10-07/ftx-clear-to-repay-customers-as-firms-seek-slice-of-1-billion">已獲法院批准</a>向客戶償還最多165億美元，這相當於其索賠價值的119%。</div>
</li>
<li class="ace-line ace-line old-record-id-RePNdsI9Io5bvux4THauABbsspd" data-list="bullet">
<div>- VanEck推出了一支<a rel="nofollow" href="https://www.coindesk.com/business/2024/10/09/vaneck-to-invest-in-early-stage-ventures-including-crypto-with-new-30m-fund/">3,000萬美元的基金</a>，專注於投資處於種子前或種子階段的金融科技、數字資產或AI公司。</div>
</li>
<li class="ace-line ace-line old-record-id-GzW5d8jSQozk1Nx4nxKuutVisAe" data-list="bullet">
<div>- 美國證券交易委員會（SEC）指控3名做市商和9名個人參與<a rel="nofollow" href="https://www.sec.gov/newsroom/press-releases/2024-166">市場操縱</a>。同時，聯邦調查局（FBI）指控18名個人和實體進行廣泛的欺詐和操縱，並創建了自己的代幣<a rel="nofollow" href="https://www.justice.gov/usao-ma/pr/eighteen-individuals-and-entities-charged-international-operation-targeting-widespread">NexFundAI</a>，旨在&ldquo;識別、破壞並將這些被指控的欺詐者繩之以法&rdquo;。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxuswa2jPYOpOkoMHPU5mRESCe">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusbb1w39b3vefnGW13Bf8XBd">&nbsp;&nbsp;<strong>第1層和第2層公鏈</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-K2Gzd4qRYoSIzGxH3jwueWaMs6c" data-list="bullet">
<div>- Scroll在幣安Launchpool和Pre-Market上推出了其代幣<a rel="nofollow" href="https://www.binance.com/en/support/announcement/introducing-scroll-scr-on-binance-launchpool-and-pre-market-22df1ba38f4a4033924a1adecf93735e">SCR</a>。SCR的FDV約為<a rel="nofollow" href="https://coinmarketcap.com/view/layer-2/">1.17億美元</a>，總鎖倉量（TVL）約為<a rel="nofollow" href="https://l2beat.com/scaling/summary">14億美元</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-Pv0PdC9JTowrwmxsyfruMHOKs9c" data-list="bullet">
<div>- Uniswap推出了<a rel="nofollow" href="https://blog.uniswap.org/introducing-unichain">Unichain</a>，一個由OP Stacks驅動的二層網絡，旨在成為跨鏈DeFi和流動性的中心。該鏈使用Rollup-Boost，通過可信執行環境（TEE）實現250毫秒的區塊時間。</div>
</li>
<li class="ace-line ace-line old-record-id-Phu5dZcbNozuaTxwqF2uow2CsBh" data-list="bullet">
<div>- AAVE推出了<a rel="nofollow" href="https://x.com/aave/status/1843649551632113777">V3.2升級</a>，引入了Liquid eMode，為借貸和抵押提供了更大的控制權和靈活性，用戶受益於更高的gas效率和可定制的風險管理。</div>
</li>
<li class="ace-line ace-line old-record-id-GvdPd552coBeQJxnWspuuHFps2c" data-list="bullet">
<div>- Avalanche基金會宣布與Luna基金會護衛隊（LFG）達成協議，<a rel="nofollow" href="https://x.com/AvalancheFDN/status/1844825065889907158">回購</a>出售給LFG的AVAX。該協議有待法院批准。</div>
</li>
<li class="ace-line ace-line old-record-id-XbAOdG6jwo3D87xC0oduOfl5sqc" data-list="bullet">
<div>- Sonic宣布與<a rel="nofollow" href="https://x.com/0xSonicLabs/status/1843658181391847596">Layer Zero</a>合作，整合其跨鏈基礎設施。</div>
</li>
<li class="ace-line ace-line old-record-id-K2GTdRALgolVf1xYlziuolfNsOg" data-list="bullet">
<div>- Babylon完成了其<a rel="nofollow" href="https://x.com/babylonlabs_io/status/1843795314282770869">Cap-2</a>，22,891枚比特幣被質押。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusoSe6H9t8m5W8Y9NmFgU1uI">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusxjfPvieTNfbvrYUbeVxiHf">&nbsp;&nbsp;<strong>Dapps</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-N1oqdsCbmocpz5xOWgmuVZcms8d" data-list="bullet">
<div>- RISC Zero推出<a rel="nofollow" href="https://risczero.com/blog/introducing-steel-1.0">Steel 1.0</a>，這是一個EVM智能合約執行證明器，旨在將鏈下計算引入EVM應用程序。</div>
</li>
<li class="ace-line ace-line old-record-id-Th82dHjZaoHif3xPhGKukK51svg" data-list="bullet">
<div>- AAA級遊戲<a rel="nofollow" href="https://www.theblock.co/post/320163/crypto-battle-royale-game-off-the-grid-launches-on-playstation-and-epic-game-store">《Off the Grid》</a>在PlayStation和Epic Game Store上推出。該遊戲使用Avalanche子網將遊戲內資產發行為NFT。</div>
</li>
<li class="ace-line ace-line old-record-id-QGybd53yNotF27x0l3rujEmSsah" data-list="bullet">
<div>- Arrakis宣布<a rel="nofollow" href="https://mirror.xyz/0x929fCf268A62e684221f1e39B8b6ddA2f0dA4AeC/qoVRfb9FK6iTEXbs4yGp1h0Py8xCvrfs-Qp_-AqWkIE">DVMM</a>，為流動性提供者（LPs）的做市策略提供去中心化的MEV捕獲解決方案。</div>
</li>
<li class="ace-line ace-line old-record-id-ZKfjdZHIeomMboxPXKfu9Qn8sle" data-list="bullet">
<div>- Solv Protocol推出了<a rel="nofollow" href="https://x.com/SolvProtocol/status/1843607388181672008">質押抽象層</a>（SAL），簡化了比特幣的跨鏈質押。</div>
</li>
<li class="ace-line ace-line old-record-id-YbL4d6zbUoqBy5x37NRuwJVssVq" data-list="bullet">
<div>- DeBridge推出<a rel="nofollow" href="https://x.com/deBridgeFinance/status/1843631377788612624">Hooks</a>，讓開發人員能夠在其跨鏈基礎設施之上構建可編程應用程序。</div>
</li>
<li class="ace-line ace-line old-record-id-L7dBd6jrwolO9nx12elur9Odsag" data-list="bullet">
<div>- dYdX創始人Antonio Juliano<a rel="nofollow" href="https://dydx.exchange/blog/the-return">重新擔任</a>首席執行官，並推出了20倍槓桿的<a rel="nofollow" href="https://x.com/dYdX/status/1844726487091433793">特朗普永續預測市場</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-W0MLdkKYQove8nxviZNu7oObsPc" data-list="bullet">
<div>- Ethena宣布Securitize/Blackrock、Sky、Mountain和Superstate成爲其4600萬美元儲備基金分配的<a rel="nofollow" href="https://gov.ethenafoundation.com/t/rwa-reserve-fund-allocation-winners/235">贏家</a>。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusvNH7vywvUoxrV82F4rLGvf">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusY0CjQipZfqL5CD2Y6K2Xhd">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxus9fy9BzXl0HbLQXMhXjWzie">
<div>
<h2 class="heading-2"><strong>治理/項目更新</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-HaajdhT6EoignfxXUokud3K8ssg" data-list="bullet">
<div>- World Liberty Financial（WLF）預計於10月15日進行代幣銷售，目標為募資3億美元，估值15億美元。WLF提議將協議產生的20%費用與AaveDAO共享，並將總<a rel="nofollow" href="https://governance.aave.com/t/temp-check-world-liberty-financial-aave-v3-instance-on-ethereum-mainnet-proposal/19383">WLFI代幣的7%</a>分配給AaveDAO。</div>
</li>
<li class="ace-line ace-line old-record-id-GlzNd4mzYo3fXoxydq7uT72Asxh" data-list="bullet">
<div>- Ether.fi將於10月15日開始分發<a rel="nofollow" href="https://x.com/ether_fi/status/1843443388970160459">LRT&sup2;</a>代幣獎勵。</div>
</li>
<li class="ace-line ace-line old-record-id-JTzddD5Otonc5Qxfrfcu9bzqsNb" data-list="bullet">
<div>- 據報道，Arkham Intelligence計劃於11月推出<a rel="nofollow" href="https://www.google.com/url?sa=t&amp;rct=j&amp;q=&amp;esrc=s&amp;source=web&amp;cd=&amp;cad=rja&amp;uact=8&amp;ved=2ahUKEwiTj4zThYuJAxVRUGwGHX0rIOEQvOMEKAB6BAgLEAE&amp;url=https%3A%2F%2Fwww.bloomberg.com%2Fnews%2Farticles%2F2024-10-11%2Fcrypto-firm-arkham-backed-by-openai-s-altman-to-launch-derivatives-exchange&amp;usg=AOvVaw2mez3wvKQ06hlpKOhRxhPG&amp;opi=89978449">衍生品交易所</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-PHGKdfhwUoDq85x8oqQuJaJRsTh" data-list="bullet">
<div>- NEAR將於11月9日至11日在泰國曼谷舉行&nbsp;<a rel="nofollow" href="https://redactedbangkok.ai/">[Redacted]</a>活動。</div>
</li>
<li class="ace-line ace-line old-record-id-VfLBdXANHoD1H1xRow7uRdJ1ssb" data-list="bullet">
<div>- Frax Finance預計於10月推出frxETH v2，將其委託模型轉變為驗證人借貸模型。</div>
</li>
<li class="ace-line ace-line old-record-id-Ykd2decwxobCuaxYFc9uWDEvsAb" data-list="bullet">
<div>- Curve預計將很快推出st-crvUSD，這是一種質押的crvUSD，設計用於從協議收入中賺取原生收益。</div>
</li>
<li class="ace-line ace-line old-record-id-BGMedFwoKoKTfCx2bvSuT4HAsLd" data-list="bullet">
<div>- Mt. Gox將償還債權人的最後期限<a rel="nofollow" href="https://www.mtgox.com/img/pdf/20241010_1b5ee10e-cf5b-420e-9e41-43ccd9e515e5_announcement_en.pdf">推遲</a>至2025年10月。</div>
</li>
<li class="ace-line ace-line old-record-id-JUstd82BLobne4xteKIuUYaXs6g" data-list="bullet">
<div>- Ethena提出採用<a rel="nofollow" href="https://gov.ethenafoundation.com/t/proposal-onboard-sol-as-a-usde-backing-asset/232">SOL</a>，以及SOL衍生品，如BNSOL和bbSOL，作爲USDe支持資產和對衝機制的一部分。</div>
</li>
<li class="ace-line ace-line old-record-id-K0d2dUpTro67rqxwgvzubvets6e" data-list="bullet">
<div>- Linea<a rel="nofollow" href="https://community.linea.build/t/proposal-towards-linea-s-decentralization/7701">提議</a>採用權益證明（Proof of Stake）來實現快速的二層網絡最終性，同時將區塊驗證去中心化。</div>
</li>
<li class="ace-line ace-line old-record-id-GrmTdI0cPotjsvxi1APu9pQ0sVb" data-list="bullet">
<div>- 新的以太坊提案<a rel="nofollow" href="https://github.com/ethereum/EIPs/pull/8931">EIP-7781</a>建議將區塊時間從12秒縮短到8秒，從而將交易吞吐量提高約33%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusAFDJfiOtsFc6Lcm9RRZ3Cd">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusabO2lRw6zQjDZXuZ81F40f">
<div>
<h2 class="heading-2"><strong>代幣解鎖</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-O11rd2oXHoCVWpxLgxTuoZEUs2f" data-list="bullet">
<div>- STRK代幣將於10月15日解鎖，代幣供應總量的3.29%。</div>
</li>
<li class="ace-line ace-line old-record-id-YNw4dQ2nao8L6uxfSUQub0qzseb" data-list="bullet">
<div>- CYBER代幣將於10月15日解鎖，代幣供應總量的3.1%。</div>
</li>
<li class="ace-line ace-line old-record-id-EK6fdOuy9oAqwKxbw6hucoCas0u" data-list="bullet">
<div>- ARB代幣將於10月16日解鎖，代幣供應總量的2.56%。</div>
</li>
<li class="ace-line ace-line old-record-id-Y6BEdiY6nou6DsxinMNuOUWxshg" data-list="bullet">
<div>- APE代幣將於10月17日解鎖，代幣供應總量的2.28%。</div>
</li>
<li class="ace-line ace-line old-record-id-CqRXdvzTuoGNauxuBUSuc42IsEd" data-list="bullet">
<div>- MERL代幣將於10月19日解鎖，代幣供應總量的5.8%。</div>
</li>
<li class="ace-line ace-line old-record-id-Yj2Td38Kmojq5Jxey58uGequsxg" data-list="bullet">
<div>- WELL代幣將於10月23日解鎖，代幣供應總量的1.3%。</div>
</li>
<li class="ace-line ace-line old-record-id-AQ8Pd3SavoTi9CxljniudrtUsEg" data-list="bullet">
<div>- RON代幣將於10月27日解鎖，代幣供應總量的9.89%。</div>
</li>
<li class="ace-line ace-line old-record-id-DzRTdcHi6oyD1IxxdisuzGVFsue" data-list="bullet">
<div>- TIA代幣將於10月30日解鎖，代幣供應總量的82%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusdlYqVgguvYsCz6ToggBuhh">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusiAFUjSKIxLBNPvp1ICn7ne">點擊<a rel="nofollow" href="https://chainupgroup.larksuite.com/share/base/form/shruso3ZBWdvpzRlCT4jwnicgrb">這裡</a>訂閱每週市場洞察和獨家深度研報。</div>
</div>


熱點新聞


- 上週，比特幣價格小幅上漲0.05%，從高於預期的通脹數據引發的擔憂中恢復。此前，美聯儲官員拉斐爾博斯蒂克暗示11月份可能不會降息。PPI的發佈表明9月份通脹溫和上升，並有助於保持11月份降息25個基點的可能性。


- 

每週市場洞察: 10月 第3週

<h1>九月回顾</h1>
<p>9月，加密市场整体呈现了V型反转。影响加密市场走势的因素主要是两方面，美国货币政策的宽松和政界的态度改观。</p>
<p>加密市场进入9月初仍然延续了此前的震荡下跌走势，宏观上的数据显示下降幅度收窄的通胀数据和具有较强韧性的经济数据，都令市场担忧美联储是否会延迟开启降息路径。直至9月5日出炉的弱于预期的就业数据，才令市场重拾信心，预期当月的FOMC决议即迎来降息，使得市场扭转颓势探底回升。9月18日FOMC会议决议宣布意外降息50bps后，加密市场持续快速反弹。期间，美国副总统Kamala Harris在一周内两次公开场合宣称，鼓励数字资产创新技术和美国应在该项技术上保持主导地位，进一步提升了市场信心。</p>
<p>自FOMC会议之后，加密市场表现出和美股的高度正相关，其相关性一度处于0.72的历史高位区域。与此同时，两大主流币种比特币和以太坊的ETF基金均呈现连续多日的净流入，9月比特币ETF整体净流入12亿美元，以太坊ETF自上市交易以上也首次有连续2周的资金净流入，显示了加密市场主流币种的走势也更多受到了ETF资金流的影响。市场下跌期间，交易所链上地址数据显示持续有大量比特币流出，应是长期持有者的买入行为。例如美国上市公司MicroStrategy(MSTR)在比特币均价6万附近分别购入18,300枚，加入上市公司持续囤币队列的还有日本的电力公司Remixpoint，印证了长期持有者持续采纳加密货币的趋势。</p>
<p>9月份也是新加坡区块链和加密货币的市场活动旺季。一年一度的Token2049和Break Point吸引了各地从业者以及潜在的投资者。对标以太坊ETH CC，Break Point是的Solana及其链上各生态项目集中展示的会议，集结了大量项目方、开发人员、链上用户和投资者。笔者也参与其中项目，线下近距离的了解了Solana各生态项目进展。整体来说，Solana以其特有链上交易的高性能，为各类生态项目获取用户快速发展奠定了基础。相对ETH，Solana的生态项目已经发展的比较完整成熟，链上生态项目覆盖了DeFi的借贷、衍生品交易、LSDFi、AMM、预测市场，DePin设备包括手机和可穿戴设备，各类型游戏等，生态项目更富有活力。</p>
<p>其他小币种方面，连接传统金融和加密市场的应用或连接Web2与Web3用户的应用都受到了市场的关注，也更易受到机构投资人的青睐。TON生态推出的小程序，帮助Web3用户链接到现实场景应用，例如，东南亚市场中常见的TADA租车平台就登陆其小程序，用户可以选择使用TON代币或者稳定币USDT支付行程。Paypal现已允许其商业账户购买、出售、转移和持有加密货币，以太坊域名系统项目ENS还支持通过Paypal和Venmo进行加密货币转账，只需通过ENS域名系统即可完成交易。类似的连接传统金融与加密市场，或者Web2与Web3的技术设施和应用都显示出其增长潜力。</p>
<p>总结来说，加密市场逐渐走出二、三季度持续震荡的阴霾，在超预期降息的货币政策影响下开启反弹走势，叠加了美国政界对于加密市场态度转向，带来投资者期盼已久的V型反转。比特币也走出了历史上9月全月最高收益。Web3与传统市场衔接的项目或应用，以其较清晰的投资逻辑，受到投资者的青睐，展现出这类项目较强的发展潜力。</p>
<p>&nbsp;</p>
<h1>十月展望</h1>
<p>从历史数据来看，自2013年以来，10月一直是比特币表现最好的月份，中位回报率为21%，第四季度的平均回报率更是高达81%。基于链上数据，比特币实现价格、未实现净损益和矿工流量等指标，比特币并未显示出过度扩张的迹象。稳定币市值在9月份也增长了1.26%，增加了21.30亿美元。我们预计随着降息周期的推进，稳定币市值增长的趋势也将持续。10月7日将会举行FTX索赔听证会，预计债权人将以现金形式获得大部分赔偿。市场普遍认为，这些现金可能会被再投资到加密资产中。除此以外，就业和通胀数据等宏观经济因素，在11月的FOMC会议和美国大选之前，将继续在比特币价格的走势中发挥关键作用。此外，预计政治人物将在选举前发表更多支持加密货币的言论，可能也会影响市场情绪。</p>
<p><span style="font-size: 10.5pt; font-family: 宋体; mso-ascii-font-family: Arial; mso-fareast-font-family: 宋体; mso-bidi-font-family: Poppins; mso-ascii-theme-font: minor-latin; mso-fareast-theme-font: minor-fareast; font-variant: normal; color: black; text-transform: none; mso-font-kerning: 1.0pt; language: zh-CN; font-weight: normal; font-style: normal; mso-style-textfill-type: solid; mso-style-textfill-fill-color: black; mso-style-textfill-fill-alpha: 100.0%;">&nbsp;</span></p>
<p><span style="font-size: 10.5pt; font-family: 宋体; mso-ascii-font-family: Arial; mso-fareast-font-family: 宋体; mso-bidi-font-family: Poppins; mso-ascii-theme-font: minor-latin; mso-fareast-theme-font: minor-fareast; font-variant: normal; color: black; text-transform: none; mso-font-kerning: 1.0pt; language: zh-CN; font-weight: normal; font-style: normal; mso-style-textfill-type: solid; mso-style-textfill-fill-color: black; mso-style-textfill-fill-alpha: 100.0%;">點擊<a rel="nofollow" href="https://chainupgroup.larksuite.com/share/base/form/shruso3ZBWdvpzRlCT4jwnicgrb">這裡</a>訂閱每週市場洞察和獨家深度研報。</span></p>

九月回顾
9月，加密市场整体呈现了V型反转。影响加密市场走势的因素主要是两方面，美国货币政策的宽松和政界的态度改观。
加密市场进入9月初仍然延续了此前的震荡下跌走势，宏观上的数据显示下降幅度收窄的通胀数据和具有较强韧性的经济数据，都令市场担

加密市场回顾与分析

市场回顾与展望：十月

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<h2 class="heading-2"><strong>熱點新聞</strong></h2>
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<li class="ace-line ace-line old-record-id-BrrXdGYIvoTL13xGDVwueVLvsog" data-list="bullet">
<div>- 比特幣價格回調了4.26%，且上週比特幣現貨ETF淨流出3.0154億美元，大部分流出發生在上週二，原因是以色列受到伊朗導彈襲擊，地緣政治緊張局勢高度不確定。同時，以太坊現貨ETF上週淨流出3069萬美元</div>
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<div>- 預計週二舉行的FTX重組計劃聽證會如果獲得法院批准，債權低於50,000美元的債權人可能會在2024年底之前開始獲得賠償。</div>
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<h2 class="heading-2"><strong>宏觀展望</strong></h2>
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<li class="ace-line ace-line old-record-id-M3ktd0a3DoP1khxsP2TudCyNszh" data-list="bullet">
<div>- 上週二，美聯儲主席傑羅姆&middot;鮑威爾在全國商業經濟學會（NABE）年會上表示，美聯儲預計將在2024年再進行兩次降息，總計50個基點。</div>
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<li class="ace-line ace-line old-record-id-MAfRdgQSromWFOxoo8QurjSdsqg" data-list="bullet">
<div>- 日本新任首相石破茂表示，日本經濟尚未準備好進行再次加息。</div>
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<li class="ace-line ace-line old-record-id-ERp7dnYHCo9BOExKWv6uVnxmsig" data-list="bullet">
<div>- 美國9月份ISM製造業PMI為47.2，略低於市場預期的47.5。另一方面，美國9月份ISM服務業PMI為54.9，遠高於市場預期的51.7。</div>
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<li class="ace-line ace-line old-record-id-UNP5dzCSKo7l0txKnVqu0gq9sfg" data-list="bullet">
<div>- 美國9月份的勞動力市場仍保持韌性。失業率連續第三個月下降，降至4.1%，低於市場預期的4.2%。非農就業人數9月份增加了25.4萬，創下六個月來最強勁的就業增長，遠高於市場預期的14萬。在評估當前的勞動力市場情況和鮑威爾的講話後，市場將11月份降息50個基點的概率從57%降至0%，12月份降息50個基點的概率也降至17.1%。</div>
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<h4 class="heading-4"><strong>即將到來的經濟日曆包括：</strong></h4>
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<div>- 星期四，10月10日 2:00上午：FOMC會議紀要</div>
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<div>- 星期四，10月10日 8:30晚上：美國9月通脹率</div>
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<div>- 星期五，10月11日 10:00晚上：10月密大消費者信心指數初值</div>
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<h2 class="heading-2"><strong>加密貨幣市場速覽</strong></h2>
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<li class="ace-line ace-line old-record-id-Jy9Cd5VWsoe8wrx7vQ7u0VvUsge" data-list="bullet">
<div>- Bitwise向SEC提交了現貨瑞波幣<a rel="nofollow" href="https://bitwiseinvestments.com/newsroom/bitwise-files-form-s1-for-bitwise-xrp-etp">XRP ETF</a>的申請。</div>
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<li class="ace-line ace-line old-record-id-LVQEdBHGJoynehxQocduQYHDsxd" data-list="bullet">
<div>- 灰度<a rel="nofollow" href="https://x.com/Grayscale/status/1840768681128894539">去中心化AI基金</a>現已向合格投資者開放。該基金持有NEAR、RNDR、FIL、LPT和TAO。灰度還通過私募投資基金推出了一個新的單一資產<a rel="nofollow" href="https://x.com/Grayscale/status/1841826082481438840">灰度Aave信託</a>。</div>
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<li class="ace-line ace-line old-record-id-WQvfdMmHJo8A9yxGQQMu9AArsrb" data-list="bullet">
<div>- 西班牙的跨國金融服務公司BBVA計劃與Visa在2025年推出<a rel="nofollow" href="https://fortune.com/crypto/2024/10/03/bbva-plans-to-launch-stablecoin-in-2025-with-support-from-visa/">穩定幣</a>。</div>
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<div>- 據報導，韓國主要加密貨幣交易所之一的Bithumb正在考慮在美國<a rel="nofollow" href="https://www.coindesk.com/business/2024/09/30/crypto-exchange-bithumb-weighs-us-nasdaq-listing-report/">納斯達克</a>上市。</div>
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<div>- SWIFT宣佈，全球的機構將從明年開始在其網絡上試行<a rel="nofollow" href="https://x.com/swiftcommunity/status/1841764830023192733">數字資產交易</a>。</div>
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<div class="ace-line ace-line old-record-id-doxusxaKfrCq0A8zCVbCIubOsuw">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusUTU0jvv27RjdjcfESkFpVg">&nbsp;&nbsp;<strong>第1層和第2層公鏈</strong></h3>
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<li class="ace-line ace-line old-record-id-V28ed4qvJoowC3x4UDzuf2OBsDf" data-list="bullet">
<div>- EigenLayer解鎖了其<a rel="nofollow" href="https://x.com/eigenfoundation/status/1840965914486882379">EIGEN</a>代幣，用戶現在可以進行交易、轉移和質押。</div>
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<li class="ace-line ace-line old-record-id-AXR9diCV3ofCzexDtbeuTzZ2sHb" data-list="bullet">
<div>- Sui在主網上推出了官方的<a rel="nofollow" href="https://x.com/SuiNetwork/status/1840829418455126182">Sui Bridge</a>，通過Sui的驗證器實現最小化信任基礎的跨鏈轉移。該橋目前支持Sui和以太坊之間的ETH和WETH轉移。</div>
</li>
<li class="ace-line ace-line old-record-id-JzHDdpJnso222Axq7xsu2iIjsve" data-list="bullet">
<div>- 用於機器證明的多驗證器網絡Automata Network宣佈推出<a rel="nofollow" href="https://x.com/AutomataNetwork/status/1841119666527502809">OP Stack</a> 二層網絡，使用AltLayer Rollup服務和EigenLayer在<a rel="nofollow" href="https://x.com/AutomataNetwork/status/1841119666527502809">OP Stack</a>上推出其數據可用性層。</div>
</li>
<li class="ace-line ace-line old-record-id-TOSzdJiIVob2NcxNrPzuieoosWd" data-list="bullet">
<div>- 幣安實驗室宣佈對<a rel="nofollow" href="https://www.theblock.co/post/319355/binance-labs-zksync-elastic-chain-sophon-token">Sophon</a>進行了未公開的投資。這是一個ZKsync彈性鏈，具有原生賬戶抽象和無gas體驗,旨在成爲社交網絡、遊戲網絡、預測市場AI等高吞吐量應用的平臺。團隊預計將在未來幾周內推出其主網和SOPH代幣。</div>
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<li class="ace-line ace-line old-record-id-L11Xd6sdko6t1JxnAUiuG20asUe" data-list="bullet">
<div>- GnosisDAO宣佈<a rel="nofollow" href="https://x.com/GnosisDAO/status/1841118685584654351">全棧去中心化</a>作爲其Gnosis 3.0路線圖的一部分，推出了Gnosis Studios、Gnosis Labs、Gnosis Chain、Gnosis Spinouts和Gnosis VC。</div>
</li>
<li class="ace-line ace-line old-record-id-JxMJdKOd7o1zBIx9p0eulZYTsQb" data-list="bullet">
<div>- 富蘭克林鄧普頓的代幣化的貨幣市場基金Benji投資平臺現已在<a rel="nofollow" href="https://x.com/FTI_DA/status/1841463821296115789">Aptos</a>上線。</div>
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<h3 class="heading-3 ace-line old-record-id-ZuledJHIJoYkKxxhxSluFF1ksSb">&nbsp;&nbsp;Dapps</h3>
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<li class="ace-line ace-line old-record-id-ATPadQvpAozRN2xGqlFuKGbesod" data-list="bullet">
<div>- Covalent的<a rel="nofollow" href="https://x.com/Covalent_HQ/status/1839768976353833097">EWM輕客戶端測試網</a>現已上線，確保以太坊歷史區塊鏈數據安全並加強去中心化，提供10%-25%的年化收益率</div>
</li>
<li class="ace-line ace-line old-record-id-VD6GdqdfboWYcOxJAkmuWSOKsxe" data-list="bullet">
<div>- Axelar Network推出了<a rel="nofollow" href="https://www.axelar.network/blog/mobius-development-stack-launch">Mobius開發堆棧</a>（MDS）開放工具，實現跨多個一層網絡的自助連接和可編程的Axelar虛擬機（AVM）等功能。</div>
</li>
<li class="ace-line ace-line old-record-id-UBtRd9D5mosBWPxU3JBuWHnKsNd" data-list="bullet">
<div>- 使用USDe的現貨和永續合約的DEX Ethereal提出將其<a rel="nofollow" href="https://gov.ethenafoundation.com/t/introducing-ethereal-request-to-ethena-governance-on-integration/154">15%的代幣分配</a>給ENA質押者，並整合進入Ethena的對沖引擎。</div>
</li>
<li class="ace-line ace-line old-record-id-PDCEdy6LEowOdlx4SeNuAsfZsNd" data-list="bullet">
<div>- Polymarket推出了中東<a rel="nofollow" href="https://polymarket.com/markets/politics/middle-east?_s=volume%3Adesc">軍事</a>行動的預測市場，該市場的推出引發了社區內的關於倫理的爭議性討論，但Vitalik為Polymarket辯護，認為預測市場是更準確的新聞來源。</div>
</li>
<li class="ace-line ace-line old-record-id-XEEWdnaW1oHnp9x7WOHu0AtKsXd" data-list="bullet">
<div>- Ethervista推出了新的<a rel="nofollow" href="https://x.com/ethervista/status/1841721122607292849?utm_source=substack&amp;utm_medium=email">Vista質押</a>計劃，使用戶能夠質押Vista代幣並賺取平臺三分之一的交易費用，以及增強的費用獎勵。</div>
</li>
<li class="ace-line ace-line old-record-id-QyMZdmpYnoZcF1xQ6z6urvjVsWe" data-list="bullet">
<div>- Kin Capital在Chintai網絡（一家受新加坡金管局監管的 RWA 金融公司）上推出了一個1億美元的代幣化<a rel="nofollow" href="https://www.coindesk.com/business/2024/09/30/digital-asset-manager-kin-launches-100m-tokenized-real-estate-fund-on-chintai-network/?utm_term=organic&amp;utm_campaign=coindesk_main&amp;utm_medium=social&amp;utm_source=twitter&amp;utm_content=editorial">房地產債務</a>基金，預計年回報率為14%至15%。</div>
</li>
<li class="ace-line ace-line old-record-id-FSqndGOdXoBUMyxcDRSuzJBosHd" data-list="bullet">
<div>- World Liberty Finance的<a rel="nofollow" href="https://x.com/worldlibertyfi/status/1840776607599911356">白名單</a>現已對美國和非美國的合格投資者開放。</div>
</li>
<li class="ace-line ace-line old-record-id-LgnBddUMSosiD3xlMO9utYSkssh" data-list="bullet">
<div>- Puffer Finance推出了由EigenLayer再質押驅動的、基於rollup設計的、擁有近乎即時交易最終性的<a rel="nofollow" href="https://medium.com/puffer-fi/introducing-l2-execution-preconfs-elevating-the-based-rollup-experience-4b7d2a8059e1">UniFi AVS</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-VyrjdnMB8ohHMFxdFBkuup66sod" data-list="bullet">
<div>- Clearpool宣佈了一種附帶收益的、自調整供應的穩定幣<a rel="nofollow" href="https://x.com/ClearpoolFin/status/1839306786714911168">ozUSD</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-DYoxdEzQgo0KoFxV3dtuAP6Sshb" data-list="bullet">
<div>- Resolv將<a rel="nofollow" href="https://x.com/ResolvLabs/status/1840764505267052586">Hyperliquid</a>整合進了其Delta中性策略中。</div>
</li>
<li class="ace-line ace-line old-record-id-PuRFdUtcuoc8KFx1dO1uGzbgsGb" data-list="bullet">
<div>- CryptoKitties推出了一款Telegram遊戲<a rel="nofollow" href="https://allthezen.cryptokitties.co/">All The Zen</a>。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusHp5iYvuwAUomWcN3Pqweyc">&nbsp;</div>
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<div class="ace-line ace-line old-record-id-doxusgGKiMsBdXlHmJoUQ4e7Xpb">
<div>
<h2 class="heading-2"><strong>治理/項目更新</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-Hg6yd4HyQooM3jxneY3uegQBscf" data-list="bullet">
<div>- HBO預定於10月8日播放《<a rel="nofollow" href="https://www.hbo.com/movies/money-electric-the-bitcoin-mystery">電子貨幣</a>：比特幣之謎》，聲稱已發現中本聰的身份。市場預測HBO有40.5%的機率將確認<a rel="nofollow" href="https://polymarket.com/event/who-will-hbo-doc-identify-as-satoshi?tid=1728268268139">Len Sassaman</a>為中本聰。</div>
</li>
<li class="ace-line ace-line old-record-id-Tgtzdvw4EozWO1xUwIpuygfZsOd" data-list="bullet">
<div>- Stacks預計將於10月10日進行Nakamoto<a rel="nofollow" href="https://stacks.org/core-developers-ship-release-candidate-2">硬分叉升級</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-AL4gdSVBfoPJOGxIFrYuGSzHsQb" data-list="bullet">
<div>- Avalanche預計將於10月16日至18日舉行Avalanche年度峯會LATAM。Avalanche9000測試網預計將在活動期間推出。</div>
</li>
<li class="ace-line ace-line old-record-id-OX63dFWq2oUR96xIGFYuXzveske" data-list="bullet">
<div>- FTX破產管理團隊預計將以折扣價格拍賣<a rel="nofollow" href="https://www.theblock.co/post/319198/ftx-estate-worldcoin-wld-token-sale">2230萬枚鎖定的WLD</a>。這些鎖定的代幣將在2028年之前每日單獨解鎖。</div>
</li>
<li class="ace-line ace-line old-record-id-GTJadnMaeoLlfNx4a6UuKpsnslc" data-list="bullet">
<div>- Mantra預計將於10月啟動其主網，團隊公佈了<a rel="nofollow" href="https://snapshot.org/#/mantra-dao.eth/proposal/0x2dbc7f0b6e35bb560a4e5571863ef9cb9813f63170eacaf48f0522653adebb70">代幣經濟學的更新</a>，包括主網TGE時大約65%的流通供應量，空投額度的釋放計劃和TGE時總計17.70億OMTGE的供應。</div>
</li>
<li class="ace-line ace-line old-record-id-LQcVdLla5oIIDjxwN4uuyfsOsWb" data-list="bullet">
<div>- MagicEden將於10月進行其代幣ME的<a rel="nofollow" href="https://x.com/MEFndn/status/1840770651784679682">申領測試</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-I1UWd9BktotllnxkEdZuKOsjsXe" data-list="bullet">
<div>- 根據最新發佈的<a rel="nofollow" href="https://docs.unisat.io/home/production-roadmap-in-q4-2024-indicative">路線圖</a>，Fractal Bitcoin計劃於10月份在其網絡上實施符文和CAT20（基於OP_CAT的代幣標準）</div>
</li>
<li class="ace-line ace-line old-record-id-HTHQdcHY0oQ3QXxuRDbut6rNsjk" data-list="bullet">
<div>- Injective宣佈了今年早些時候通過的<a rel="nofollow" href="https://hub.injective.network/proposal/392/">INJ 3.0</a>的第一階段，將最低和最高通脹率分別降低到4.75%和9.25%。</div>
</li>
<li class="ace-line ace-line old-record-id-ZvVYdxHKHobtmhxrb2rubyIGsjd" data-list="bullet">
<div>- Initia 推出了 enshrines rollups 的引擎<a rel="nofollow" href="https://medium.com/@initiafdn/the-interwoven-stack-optimistic-rollup-modules-09183adfaa3d">Interwoven Stack</a>，支持樂觀橋接、使用 Celestia 的狀態同步回滾、內建預言機、內建索引器和橋接掛鉤功能。Initia 在 A 輪融資中籌集了<a rel="nofollow" href="https://x.com/initiaFDN/status/1838929323954200974"> 1400 萬美元</a>，並在其社区中募集了 <a rel="nofollow" href="https://x.com/initiaFDN/status/1839751750825484288">250 萬美元</a>。主網預計將於十月上線。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusCRvrypNB0wePGG2IWS9Poh">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusnf0pcuoBLJIKQ7p9pzqb6g">
<div>
<h2 class="heading-2"><strong>代幣解鎖</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-PvlVdRmU7oqveDxfGmuuOohNsHh" data-list="bullet">
<div>- CFX代幣將於10月9日解鎖，代幣供應總量的1.93%。</div>
</li>
<li class="ace-line ace-line old-record-id-CKbcd4xB9osQ7GxUR0IuGrZrs7d" data-list="bullet">
<div>- IO代幣將於10月12日解鎖，代幣供應總量的1.12%。</div>
</li>
<li class="ace-line ace-line old-record-id-Cm7udRXdyop5chxdikwuTOntsyh" data-list="bullet">
<div>- APT代幣將於10月13日解鎖，代幣供應總量的2.26%。</div>
</li>
<li class="ace-line ace-line old-record-id-Qe2xd05wxoxhHnx8pjwuAqbdsLc" data-list="bullet">
<div>- STRK代幣將於10月15日解鎖，代幣供應總量的3.29%。</div>
</li>
<li class="ace-line ace-line old-record-id-YiUcdGBhuoLn3Rxtan7uNb9isjg" data-list="bullet">
<div>- CYBER代幣將於10月15日解鎖，代幣供應總量的3.1%。</div>
</li>
<li class="ace-line ace-line old-record-id-JlQJdvyAmoz1zNxbgkHuYgVesDf" data-list="bullet">
<div>- ARB代幣將於10月16日解鎖，代幣供應總量的2.56%。</div>
</li>
<li class="ace-line ace-line old-record-id-KNYqdP4TRoOzIfxqdXLuow3Zswf" data-list="bullet">
<div>- APE代幣將於10月17日解鎖，代幣供應總量的2.28%。</div>
</li>
<li class="ace-line ace-line old-record-id-GEqZdZAnxoGwAWxpkj5uNKovs7e" data-list="bullet">
<div>- MERL代幣將於10月19日解鎖，代幣供應總量的5.8%。</div>
</li>
<li class="ace-line ace-line old-record-id-Hasqda8qFo3n3hxy81yuuIrSsWh" data-list="bullet">
<div>- WELL代幣將於10月23日解鎖，代幣供應總量的1.3%。</div>
</li>
<li class="ace-line ace-line old-record-id-GRMtdSnyuoL6k8xl9m1u9X2xsJh" data-list="bullet">
<div>- RON代幣將於10月27日解鎖，代幣供應總量的9.89%。</div>
</li>
<li class="ace-line ace-line old-record-id-QwggdzR6VoYoyYxrQVhu28IMsSd" data-list="bullet">
<div>- TIA代幣將於10月30日解鎖，代幣供應總量的82%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusr1V9YO3sJrnDhb8SguwKXg">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxus7Wbfmphc6kfaMiKAYCSOKe">點擊<a rel="nofollow" href="https://chainupgroup.larksuite.com/share/base/form/shruso3ZBWdvpzRlCT4jwnicgrb">這裡</a>訂閱每週市場洞察和獨家深度研報。</div>
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熱點新聞



- 比特幣價格回調了4.26%，且上週比特幣現貨ETF淨流出3.0154億美元，大部分流出發生在上週二，原因是以色列受到伊朗導彈襲擊，地緣政治緊張局勢高度不確定。同時，以太坊現貨ETF上週淨流出3069萬美元


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每週市場洞察: 10月 第2週

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