12月3日，近期市场的快速反弹让投资者重新关注主要加密资产的走势。随着BTC重新站上93000美元， 市场正在试图从本周初的剧烈下跌中恢复，但情绪依旧偏向谨慎。在整体回顾行情时，RadexMarkets瑞 德克斯认为，本轮反弹更像是一场"技术性修复"，而非趋势反转的明确信号。 Bitcoin在周三重返93000美元上方，扭转了周一的大幅抛售。此前的大跌导致衍生品市场出现大规模洗 盘，过去24小时内约有4.57亿美元的空头仓位被强制平仓，其中Bitcoin占2.24亿美元、Ether占9400万美 元。RadexMarkets瑞德克斯表示，这一轮洗盘有效清理了此前积累的高杠杆头寸，也为短期反弹提供了 空间。与此同时，以太币重新站上3000美元，Solana、Cardano与XRP等大市值代币涨幅超过两位数， 其中SOL与ADA涨幅均逾12%，市场整体呈现明显修复迹象。 然而，尽管价格反弹，市场的核心问题并未完全消散。此前的剧烈波动伴随周末流动性不足以及宏观环 境的不确定性，放大了价格波动幅度。RadexMarkets瑞德克斯认为，投资者仍需关注结构性风险，包括 部分企业资产敞口的调整压力、策略类ETF的剧烈回撤 ...

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com （责任编辑：张晓波 ） Bitwise首席投资官Matt Hougan在X平台发文分析指出，当前市场回调的混乱局面中很多信息都被 忽略，比如以太坊即将到来的Fusaka升级(预计12月)将显著提升代币价值捕获能力，本次升级还会引入 Layer 2记录数据的最低费用，市场很快就会开始关注Fusaka带来的积极影响，可以说Fusaka是一个被低 估的催化剂，也是以太坊或将引领加密货币市场反弹的原因之一。 ...

Group 1 - A trader established bullish positions in major cryptocurrencies, deploying $15 million in USDC on Hyperliquid, focusing on bitcoin (BTC), solana (SOL), Hyperliquid's HYPE token, and PUMP [1] - The cryptocurrency market has seen a decline, with Bitcoin falling over 2% below $113,000, leading to a market value drop to $2.25 trillion [2] - The recent market weakness is attributed to the dollar's resilience following dovish Fed rate cuts, contributing to bearish sentiment in the options market [3] Group 2 - Market volatility is anticipated to rise as several Federal Reserve policymakers, including Chairman Jerome Powell, are scheduled to speak, alongside the upcoming Personal Consumption Expenditures (PCE) inflation report [4] - The FTX bankruptcy recovery trust is set to distribute $1.6 billion in payments to creditors on September 30, providing relief to stakeholders affected by the collapse [5]

Core Insights - The JOLTS job openings report revealed a significant drop in job vacancies to 7.181 million in July, below the expected 7.4 million, indicating a weakening labor market and impacting the performance of dollar assets while boosting the cryptocurrency market [1][3] - The market anticipates a high probability (over 97%) of a 25 basis point rate cut by the Federal Reserve in the upcoming meeting, with expectations of two rate cuts totaling 50 basis points throughout the year [3][8] - Bitcoin and Ethereum experienced notable price increases, with Bitcoin rising over 2% to around $111,825 and Ethereum surpassing $4,431, reflecting a positive market sentiment towards cryptocurrencies [4][6] Market Reactions - The decline in job openings has led to a decrease in the dollar index (DXY) to 98.37 and a drop in the 10-year Treasury yield to 4.23%, prompting a shift of funds towards alternative assets like gold and cryptocurrencies [3][6] - The derivatives market for Bitcoin showed an increase in open interest to $81.34 billion, indicating that professional traders are gradually building positions despite a 6% drop in trading volume [4] - Ethereum's derivatives market also saw a rise in open interest by 1.4% to $58.87 billion, reflecting optimism regarding network upgrades and DeFi activity [6] XBIT Wallet Features - XBIT Wallet offers a secure and efficient platform for managing digital assets, featuring advanced encryption technology and multi-signature mechanisms to protect user assets [1][3] - The wallet supports various mainstream cryptocurrencies and provides a decentralized exchange with cross-chain trading capabilities, enhancing asset management efficiency [3][4] - The wallet's smart contract functionality allows users to automate trading strategies, making it easier for both novice and experienced investors to manage their crypto assets [4][6]