（来源：吴说） 吴说获悉，Coinbase Markets 表示，Lighter（LIGHTER）将在满足流动性条件后开放现货交易，适用于 支持 LIGHTER-USD 交易对的地区。Lighter 是一种永续合约交易协议，旨在在以太坊生态中提供可扩 展、非托管且可验证的订单簿交易基础设施。 ...

Core Insights - Morgan Stanley's 13F-HR filing reveals a significant investment in Bitmine Immersion Technologies, holding 1,974,144 shares valued at $102 million as of September 2025, indicating a strong belief in the strategic value of Ethereum within the traditional financial sector [1] - Bitmine, once a Bitcoin mining company, has transitioned to a leading Ethereum reserve company, currently holding over 3.24 million Ethereum, which represents approximately 2.6% of the circulating supply, showcasing a shift in the cryptocurrency industry from mining to asset management [1] - The investment by Morgan Stanley may signal a strategic move to capitalize on the staking market post-Ethereum 2.0 upgrade, aiming to gain a first-mover advantage in providing liquidity support for DeFi protocols and generating stable returns for institutional investors through staking services [1]

Tokenized Stock Platform & Security - The industry views tokenized stock platforms as a solution to avoid high transaction volumes caused by traditional high-frequency trading and swing trading [1] - Concerns exist regarding the security of tokenized stocks, with doubts about the actual mapping of these assets [1] - Ondo's Wall Street 2.0 is considered a solution with strong asset security, given Ondo's reputation as a compliant project [1] Ondo Global Markets & Tokenized Assets - Ondo Global Markets is now live, offering a large selection of tokenized U S stocks & ETFs on Ethereum [2] - Over 100 assets are currently available, with hundreds more planned for addition [2] Ethereum Ecosystem Integration - The platform's launch on the Ethereum mainnet enhances Ethereum ecosystem applications and enriches Ondo's ecosystem [1]

Group 1 - The digital currency market is experiencing significant changes, highlighted by Bitcoin's price fluctuations and BitMine's substantial increase in ETH holdings [1] - BitMine has increased its ETH reserves by 135,135 ETH, amounting to $600 million, bringing its total ETH holdings to 1.297 million ETH, valued at $5.77 billion [1] - This strategic accumulation reflects BitMine's strong confidence in ETH's future prospects and underscores ETH's growing importance in the digital currency market [1] Group 2 - BitMine's large-scale accumulation of ETH is expected to impact the ETH market by altering short-term supply and demand dynamics, potentially driving prices upward [2] - The influx of institutional investors is reshaping the market structure, leading retail investors to shift from short-term speculation to long-term asset allocation [2] - XBIT decentralized exchange platform offers a secure trading environment and asset custody mechanisms that align with the increasing demand for risk management among institutional investors [7] Group 3 - Bitcoin's price movements serve as a benchmark for overall market sentiment, with recent upward trends reflecting improved macroeconomic conditions and sustained institutional inflows [3] - The XBIT decentralized exchange platform features a multi-layered security architecture and a transparent information environment, enhancing investor decision-making [6] - XBIT supports multi-currency trading, allowing investors to diversify their digital asset portfolios and adjust their asset allocation based on market dynamics [8] Group 4 - The current digital currency market is characterized by a parallel development of institutional and retail participation, with BitMine's actions and Bitcoin's price evolution indicating deeper industry adjustments [9] - XBIT's technological innovations and functional optimizations create effective channels connecting investors with market opportunities, crucial for navigating the evolving landscape [9]

Market Overview - Bitcoin reached a high of $119,940 and a low of $115,736, with a volatility of 4,204 points, while Ethereum peaked at $3,144 and dipped to $2,932, showing a volatility of 212 points [1] - A total of 106,261 individuals were liquidated globally, with a total liquidation amount of $353 million [1] Liquidation Data - 1-hour liquidation amounted to $3.77 million, while 4-hour liquidation was $21.02 million [2] - 12-hour liquidation reached $128 million, and 24-hour liquidation totaled $353 million [2] Market Sentiment and Opportunities - The Federal Reserve's policy remains unaffected by the CPI report, with expectations for a 100% rate cut in September [2] - The selection process for the successor to Fed Chair Powell has begun, with market observers watching the influence of the "shadow Fed" [2] - Ethereum's ecosystem is gaining attention, with strong interest in tokens like ENA, AAVE, UNI, EIGEN, ETHFI, and ARB [2] Price Movements and Predictions - Bitcoin's recent price movements indicate a potential upward trend, with a key support level at $114,000 [5] - Ethereum has reached a new high of $3,152, marking a significant milestone, with expectations for further upward movement if Bitcoin stabilizes [7][10] Trading Strategies - The current market dynamics suggest that holding onto cryptocurrencies is preferable, as the recent pullbacks are viewed as temporary [7] - Short-term trading strategies include monitoring key support levels and potential entry points for Bitcoin around $114,000 [5] Altcoin Performance - The BSC ecosystem is performing strongly, while other assets are showing lackluster performance [3] - Recent altcoin movements indicate a potential "alt season," with significant gains observed in various tokens [12]