凌晨突发，超6亿美元蒸发！16万杠杆客倒在黎明前

Core Points - The financial market experienced a dramatic surge on October 1, 2025, with Bitcoin reaching $117,000 and over 160,000 accounts liquidated, totaling more than $600 million in losses [1][5][11] - The catalyst for this volatility was the U.S. government shutdown, which marked the first in seven years, leading to significant market reactions [4][5][11] Market Reactions - The ADP employment report for September revealed a decrease of 32,000 jobs, contrary to the expected increase of 51,000, which heightened the probability of a Federal Reserve interest rate cut to nearly 100% [5][11] - Precious metals surged, with silver increasing by 2% to $47.642 per ounce and gold stabilizing above $3,871 [5][10] - Cryptocurrency markets saw Bitcoin rise by 3.62% and Ethereum by over 4%, but leveraged traders faced significant losses due to extreme price volatility [5][10][17] Sector Performance - Traditional financial markets showed mixed results, with major U.S. indices opening lower but recovering slightly, while sectors like solid-state batteries and solar energy stocks performed well [10][11] - Chinese concept stocks gained traction, with the Nasdaq China Golden Dragon Index rising by 0.58%, indicating a shift in investor preference towards markets less affected by the U.S. political deadlock [10][11] Trading Dynamics - The trading environment was characterized by rapid shifts, with significant volatility leading to a high number of liquidations, particularly in the Asian trading hours [6][10][17] - The gold and Bitcoin markets exhibited unusual correlation, both rising simultaneously, which is atypical under normal market conditions [15][16] Information Vacuum - The government shutdown resulted in a lack of critical economic data releases, creating an information void that amplified market volatility and speculation [11][14] - Algorithmic trading dominated the market, with some quantitative funds experiencing trading volumes three times their usual levels [14]