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 or specific companies within it [12]. Core Insights - The price of Bitcoin (BTC) and the global stock market experienced simultaneous declines, with long-term holders of BTC increasing their purchasing volume, which contributed to a price rebound [9]. - Ethereum (ETH) is facing concentrated selling pressure, with significant amounts of ETH being moved from wallets associated with the Plus Token Ponzi scheme [9]. - The US BTC spot ETF recorded a weekly net outflow of $160 million, while the ETH spot ETF saw a net inflow of approximately $105 million [9]. - Tether plans to double its workforce by mid-2025, focusing on compliance and finance departments [9]. - A US court has ordered the cryptocurrency exchange FTX to pay $12.7 billion in compensation to affected customers [9]. - Mox, a digital bank under Standard Chartered, has begun offering BTC and ETH ETFs to its clients in Hong Kong [9]. - Legislative members in Hong Kong are advocating for the relaxation of restrictions on cryptocurrency companies opening bank accounts [9]. Summary by Sections Price Movements - From August 5 to August 9, BTC decreased by 3.1%, ETH fell 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, marking an increase of 8.4% [3]. Market Dynamics - The increase in purchasing activity by BTC "permanent holders" is noted, indicating a potential bullish sentiment among long-term investors [3]. - The report highlights the significant ETH selling pressure linked to the Plus Token Ponzi scheme, with over 789,533 ETH remaining unchanged in ownership since April 2021 [3]. ETF Performance - The BTC spot ETF experienced a net outflow of $160 million during the reporting period, contrasting with the ETH spot ETF, which recorded a net inflow of $105 million [3]. Regulatory and Corporate Developments - Tether's CEO announced plans to expand the company's workforce significantly, focusing on compliance and finance [3]. - The US court ruling against FTX highlights ongoing regulatory scrutiny in the cryptocurrency sector [3]. - Mox's introduction of BTC and ETH ETFs represents a growing acceptance of cryptocurrency products in traditional finance [3]. - Legislative efforts in Hong Kong aim to improve banking access for cryptocurrency companies, reflecting a shift towards a more accommodating regulatory environment [3].