美国非银行金融行业：虚拟资产周报，BTC长期持有者逢低买入，ETH卖压集中释放

Investment Rating - The report does not explicitly provide an investment rating for the industry [1]. Core Insights - The price of Bitcoin (BTC) and the global stock market decline occurred simultaneously, with long-term holders of BTC increasing their purchasing volume to boost the price rebound [10]. - Ethereum (ETH) selling pressure is centrally released, with significant amounts of ETH being moved from wallets associated with the Plus Token Ponzi scheme [10]. - The US BTC spot ETF recorded a weekly net outflow of $160 million, while the ETH spot ETF experienced a net inflow of approximately $105 million [3][10]. - Tether plans to double its workforce by mid-2025, focusing on compliance and finance departments [10]. - A US court ordered the cryptocurrency exchange FTX to pay $12.7 billion in compensation [10]. - Mox, a digital bank under Standard Chartered Bank, began offering BTC and ETH ETFs to its Hong Kong clients [10]. - Hong Kong Legislative Council members are calling for the relaxation of restrictions on cryptocurrency companies opening bank accounts [10]. Summary by Sections Price Movements - From August 5 to August 9, BTC decreased by 3.1%, ETH decreased by 13.8%, while SOL increased by 1.8% [2]. - BTC reached a six-month low of $49,729 before rebounding to $59,762 on August 8, with a peak increase of 8.4% [3]. Market Dynamics - The increase in BTC long-term holders' purchasing activity has contributed to the price recovery amidst a broader market decline [3]. - The ETH selling pressure was highlighted by the movement of 789,533 ETH linked to the Plus Token Ponzi scheme, valued at approximately $2 billion [3]. ETF Performance - The BTC spot ETF saw a net outflow of $160 million, while the ETH spot ETF recorded a net inflow of $105 million during the same period [3][10]. Corporate Developments - Tether's CEO announced plans to double the company's workforce by mid-2025, primarily in compliance and finance [3][10]. - The US court ruling against FTX mandates a total compensation of $12.7 billion to affected customers [3][10]. Regional Developments - Mox digital bank has started offering BTC and ETH ETFs to clients in Hong Kong, with competitive fee structures [3][10]. - Legislative efforts in Hong Kong are underway to ease banking restrictions for cryptocurrency companies [3][10].