静悄悄的市场，在今日突然迎来了复苏。 就在今晨，比特币收回11万关口，回升突破11.2万美元，以太坊重回4100美元上方，BNB更是强势，再 度突破1000美元。而就在3日前，加密市场还迎来了闪崩，比特币最低下探至108631美元，ETH跌破 4000美元警戒线，一度插针至3815美元，导致市场持续恐慌。 从现有数据而言，复苏的原因似乎也颇有趣味，很可能是苹果CEO库克的一段采访。 昨日中午，一段库克的采访遭到疯传。在采访中，库克被问到"你持有比特币或以太坊这类加密货币 吗？你会尝试吗？"，给出的回答是"个人将加密货币作为多元化投资组合的一部分是合理的，顺便说一 句，这可不是在给任何人提供投资建议。我对加密感兴趣有一阵子了，一直在做研究。所以，我觉得这 挺有意思的。" 一时间，社媒上迅速将此句解读为苹果支持加密货币，更有甚者，认为苹果或将接受加密货币购买 iPhone和Mac，以及效仿财库策略，有意公司资产投入比特币。当然，前一句或许还有所呼应。在今年 5月份，苹果对其美国应用商店指南进行了更新，允许应用程序与外部支付系统相连接，在当时，这一 更新受到加密社区的一致好评，认为该举措可为NFT、钱包以及DeFi ...

完整早报音频，请点击标题下方小耳机收听 【 DeepSeek-V3.2-Exp发布 】 DeepSeek 宣布官方App、网页端、小程序均已同步更新为 DeepSeek-V3.2-Exp， 得益于新模型服务成本的大幅降低，官方API价格也相应下调，新价格即刻 生效。在新的价 格政策下，开发者调用DeepSeek API的成 本将降 低50%以上。 DeepSeek-V3.2-Exp API 输入: 0.5元 0.2元 缓存命中 4元 2元 缓存未命中 输出: 12元 3元 2025 年 9月29日18:00 生效 目前，华为云和寒武纪均表示，已完成对该模型的适配工作。有消息称，智谱新模型GLM–4.6也将 于近日发布，目前已可通过API接口 调用。（ 券商中国） 【王健林"限高"措施已取消】 记者 9 月 29 日查询，中国执行信息公开网已经没有万达集团董事长 王健林"限高"信息。同时，另据企查查信息，并未显示王健林"限高"风险。财联社此前了解到，本次 事件是万达下属项目公司经济纠纷，或因在执行层面信息不对称导致。 （ 财联社 ） 限制消费令0 历史限制消费令1 共 1 条历史限制消费令 2 案号:(2025 ...

Group 1 - The U.S. stock market is expected to open weakly, influenced by Powell's remark that stock valuations are quite high, indicating a need for new catalysts for market recovery [1] - As of the latest update, Nasdaq 100 futures are down 0.67%, S&P 500 futures are down 0.47%, and Dow futures are down 0.25% [1] Group 2 - Recent economic data shows mixed results: Q2 real GDP growth is at 3.8%, exceeding the expected 3.3%, while the core PCE price index for Q2 is at 2.6%, also above expectations [2] - The latest economic data has minimal impact on stock index futures, but international gold prices have seen a notable increase, affecting commodities like copper and crude oil [2] Group 3 - Investors are awaiting the monthly PCE data on Friday, with the potential government shutdown deadline approaching [4] - Current probabilities for a government shutdown are 76% by 2025 and 63% before October 1, indicating increasing concerns [4][7] Group 4 - HSBC and IBM have collaborated to enhance bond trading performance using a combination of quantum and classical computing, achieving a 34% increase in the probability of trades executing at quoted prices compared to traditional methods [11]

Market Activity - Market activity is expected to be influenced by the upcoming U.S. employment figures, with nonfarm payrolls projected to increase by 39,000, serving as a key indicator of economic health [1][3]. Crypto Industry - Creditors of the bankrupt crypto exchange FTX are set to receive a total of $1.6 billion as part of the third tranche of payouts under the bankruptcy plan, with the distribution facilitated through BitGo, Kraken, and Payoneer [1][2]. - PancakeSwap has announced the discontinuation of support for Polygon zkEVM liquidity pools and Perpetual V1 orderbook, requiring users to withdraw their funds by a specified deadline [2]. - Starknet is launching BTC staking on its mainnet, allowing wrapped BTC tokens to stake with a 25% consensus weight, while reducing the un-staking period to 7 days [2]. Economic Indicators - The U.S. is set to release various economic indicators, including the Dallas Fed Manufacturing Index and the JOLTS report, which will provide insights into job openings and labor market dynamics [2][3]. - The U.K. is expected to report its Q2 GDP growth rate, with year-over-year estimates at 1.2% and quarter-over-quarter estimates at 0.3% [2]. Upcoming Events - The U.S. Congress faces a deadline to pass the annual federal appropriations bill, which is crucial for government operations [2]. - New U.S. tariffs will take effect, imposing significant rates on various goods, including 100% on patented drugs without U.S. manufacturing [2].

以太坊站上4200美元/枚，日内涨1.41%。 ...

加密货币概念股普涨，嘉楠科技涨超13%，CleanSpark涨超12%，Riot Platforms涨超9%，Circle、 Robinhood、MARA Holdings涨约8%，Coinbase涨超5%。消息面上，比特币突破11.4万美元，现涨近 2%；以太坊涨超1.4%，报4190美元。(格隆汇) ...

Group 1: Core Characteristics of Cryptocurrencies - Cryptocurrencies are characterized by decentralization and anonymity, with no single entity controlling the network and transactions being conducted without revealing personal identities [2] - The security of cryptocurrencies relies on cryptographic technology, specifically the "public-private key pair" system, where the public key serves as a receiving address and the private key is the unique proof of asset ownership [2] - Blockchain technology acts as the underlying ledger for cryptocurrencies, utilizing distributed storage to ensure transaction information is recorded across numerous global nodes, making it both transparent and immutable [2] Group 2: Types of Cryptocurrencies - Native cryptocurrencies, such as Bitcoin and Ethereum, have no specific issuer and their supply is typically predetermined by algorithms, serving as value carriers or transaction fee payments within their respective networks [3] - Stablecoins are pegged to fiat currencies or physical assets, exhibiting minimal price volatility, and are used to mitigate risks associated with the fluctuating cryptocurrency market [3] - Platform tokens are issued by specific blockchain platforms for functional use or governance voting, allowing holders to pay service fees or participate in platform upgrades [3] - Application tokens are designed for specific use cases, with their value dependent on the success and user adoption of the corresponding applications [3] Group 3: Key Risks Associated with Cryptocurrencies - Regulatory risks arise from varying attitudes towards cryptocurrencies across countries, with some nations outright banning their circulation, which can directly impact their legality [2] - Price volatility is a significant concern, with daily fluctuations exceeding 20% being common, influenced by market sentiment and policy changes [4] - Technical risks include vulnerabilities in blockchain technology, such as smart contract flaws and potential hacking incidents, which can lead to asset losses [4]

加密货币的发展正从 "野蛮生长" 转向 "规范运行"，其未来趋势将深刻改变个人的资产管理、日常支付与合规认知，机遇与风险并 存。 一、资产配置：从投机博弈到合规增值 个人投资逻辑正被迫重构。机构主导的市场格局下，比特币 ETF 已吸纳超 1100 亿美元资金，散户短线炒作的空间持续压缩，"长线 持有 + 被动收益" 成为主流策略 —— 持有以太坊的用户可通过质押获取类似 "数字股息" 的稳定回报，稳定币储蓄账户甚至能提供 14% 的年收益率，远超传统银行存款。 加密支付正逐步融入生活。越来越多零售商、在线平台接受稳定币与比特币支付，闪电网络的普及让比特币交易实现 "秒级到账、 低成本"，稳定币更是被用于工资发放、跨境汇款等场景。对个人而言，未来跨境转账可能无需经过银行中介，手续费可降至 0.1% 以下，且全程透明可追溯。 但便利性与合规性存在张力。新反洗钱法规要求平台强化 KYC 审核，大额交易需核查资金来源，可能导致交易延迟甚至被拒。场外 交易因易触发银行反洗钱警报，资金冻结风险骤增，以往 "点对点" 的便捷交易模式逐渐式微。 三、合规与安全：风险防控成必修课 税务与法律风险全面凸显。美国 IRS 新规将 ...

Core Viewpoint - Dogecoin (DOGE) has shown resilience at the critical support level of $0.229, with a recent rebound indicating a recovery in buying momentum, although bearish pressure and potential risks from Bitcoin's decline still threaten the bullish trend [7][8]. Price Dynamics - Dogecoin experienced a significant pullback of over 28% after breaking through $0.3 in early September, but has started to rebound over the weekend, suggesting a recovery in market momentum, particularly among buyers [1]. - The current price is stabilizing above the psychological level of $0.22, indicating increased buying power, with $0.22 serving as a critical level for both bulls and bears [5]. Demand Zone and Technical Analysis - Analysts highlight that the key support level for Dogecoin is at $0.229, which was successfully defended over the weekend, suggesting a potentially stronger upward trend compared to early September [3]. - A complete triangle breakout pattern has formed, triggering early bullish impulses, although the price has tested the lower boundary of the triangle while remaining above the $0.229 support, preserving rebound potential [3]. Market Sentiment and Future Outlook - If Dogecoin can maintain above $0.22, increased buying could push the price to the next resistance level of $0.25, indicating a bullish outlook [5][8]. - Conversely, if the price fails to recover, a drop below $0.22 could lead to a decline towards the next demand zone at $0.1881, necessitating stabilization at this level to restart any potential rebound [5][8]. Risks and Considerations - The bullish scenario hinges on maintaining the $0.229 support level, while a breach could increase downward pressure [8]. - The correlation between Dogecoin and Bitcoin remains high, necessitating caution regarding overall market risks, especially if Bitcoin experiences a significant drop [8].

Core Insights - BitMine Immersion Technologies (BMNR) has increased its ether (ETH) holdings to 2.65 million tokens, representing over 2% of the total ETH supply [1] - The company's total assets, including 192 BTC, $157 million in equities, and $436 million in cash, amount to $11.6 billion [1] - BitMine aims to acquire 5% of all ETH, which it believes will allow it to leverage Ethereum's long-term network effects [2] Financial Performance - The increase in ether holdings reflects a jump of approximately 200,000 ETH, valued at around $820 million, from the previous update [2] - The current price of ETH has bounced to $4,110, contributing to a 3% rise in BitMine's shares during premarket trading [4] Market Position - BitMine is recognized as the leading ETH treasury firm, significantly ahead of its closest competitor, SharpLink Gaming, which holds 838,730 ETH [3] - Collectively, firms in this sector hold 5.26 million ETH, accounting for about 4.34% of the total supply [3] Strategic Vision - Tom Lee, the chairman of BitMine, identifies cryptocurrency and AI as two major investment narratives for the decade, suggesting a long-term macroeconomic cycle for both [2][3] - The company's strategy focuses on ETH as its primary treasury asset, anticipating future price appreciation [3]