（来源：吴说） 撰文：1912212.eth，Foresight News 本文略有删减，文章内容不代表吴说观点，请读者严格遵守所在地法律法规。 比特币诞生后的十年间，加密更多被视为一种边缘实验，借由密码朋克精神挑战中央银行主导的货币体系。然而，随着公链生态与 DeFi 的发展，加密与传 统金融之间的边界正在加速靠近。 我们正在进入一个更强调"全资产配置"的阶段：投资者不再局限于单一市场，而是追求跨市场的流动性、多元化与更高的交易即时性。全球金融资产总规模 已超过 400 万亿美元，其中股票、外汇和大宗商品占据主导；加密市值虽仍明显更小，但其交易机制与产品创新正在向传统资产领域渗透。 这一趋势由多重因素共同推动。机构投资者的参与改变了资产进入加密体系的方式，ETF 与代币化资产等路径为传统资本提供了新的配置与交易渠道； RWA（现实世界资产上链）则将债券、商品等传统资产以链上形式表达，带来更长交易时段与更细颗粒度的持有方式。与此同时，互操作性、L2、跨链桥 以及 DeFi 协议的成熟，使得资金更容易在不同生态间迁移，降低了跨系统摩擦。 宏观环境也在加速融合进程。通胀、地缘政治风险与利率波动促使投资者寻求更多对 ...

Core Viewpoint - Bit com, a cryptocurrency trading platform, has announced a user asset migration plan due to business restructuring, halting new user registrations and allowing only position closures for contracts [1] Group 1: Business Operations - The platform will cease spot trading on January 31, 2026, with cloud computing, wealth management, and GoRich services gradually terminating and settling from late January [1] - Assets not withdrawn in time will be transferred to a backup site for continued withdrawal support starting February 1, with final services ending on March 31 [1] Group 2: User Support and Security - The platform promises a normal withdrawal processing time of 0.5 to 24 hours and warns users to be cautious of impersonation scams [1] - Matrixport will provide optional migration channels for affected users [1]

来源：市场资讯 3.日本央行如期将利率上调至 0.75%，创 30 年新高 日本央行将基准利率上调至 30 年来的最高水平。日本央行行长植田和男称，该行政策委员会一致决定 将利率上调 0.25 个百分点至 0.75%，理由是，其经济展望实现的可能性越来越大。在声明发布后不 久，日元兑美元走弱，在 156 日元附近交易，这表明市场已经完全消化了加息的影响。 4.WSJ：Terraform Labs 清算管理人起诉 Jump Trading，索赔 40 亿美元 正在负责清算 Terraform Labs 残余资产的管理人，正向 Jump Trading 提起诉讼，指控这家高频交易巨头 非法获利并对该加密帝国的崩溃负有责任，并寻求 40 亿美元赔偿。由破产法院任命的方案管理人 Todd Snyder 正向 Jump Trading 及其联合创始人 William DiSomma，以及曾从实习生成长为 Jump 加密业务负 责人、现已离职的 Kanav Kariya 提起诉讼。 5.David Sacks：CLARITY 法案将于 1 月进入参议院修订审议 （来源：吴说） 1.美联储 John Williams：当前 ...

来源：市场资讯 （来源：吴说） 吴说获悉，据 uwusanauwu 数据面板，随着今年竞争对手逐渐增多以及空投预期驱动，Hyperliquid 交易 量市场份额已从 2 月中旬的超过 66% 下降至当前约 16.7%。目前 Lighter 和 Aster 的交易量市场份额均 超过 Hyperliquid。 ...

Core Viewpoint - The cryptocurrency trading platform Bullish experienced a decline of nearly 3% in early trading on September 19, following a significant increase of 20.7% in the previous trading day [1] Group 1 - Bullish's stock price dropped nearly 3% in early trading on September 19 [1] - The previous trading day saw Bullish's stock rise by 20.7% [1]

Core Viewpoint - Rosenblatt has raised the target price for the cryptocurrency trading platform Bullish from $60 to $62 while maintaining a "Buy" rating [1] Group 1 - The target price adjustment reflects a positive outlook on Bullish's performance in the cryptocurrency market [1] - The "Buy" rating indicates confidence in Bullish's growth potential and market position [1]

Group 1 - The core point of the article is that the cryptocurrency trading platform Bullish experienced an initial rise, increasing by over 4% [1]

Group 1 - The core point of the article is that the cryptocurrency trading platform Bullish has gained over 4% in early trading after receiving the New York BitLicense, which will allow the company to expand into the U.S. market [1]

Company News - Novo Nordisk plans to launch an oral version of semaglutide (Wegovy) in the U.S. early next year, highlighting its significant advantages over competitors in the obesity treatment market [2] - GlaxoSmithKline announced a $30 billion investment in the U.S. over the next five years for research and supply chain infrastructure, with $1.2 billion allocated for advanced manufacturing facilities and AI technologies [3] - STMicroelectronics will invest $60 million to upgrade its factory in Tours, France, to establish a pilot production line for advanced semiconductor manufacturing technology known as Panel-Level Packaging (PLP) [4] - Cryptocurrency exchange Bullish has received a BitLicense from the New York Department of Financial Services, allowing it to offer spot trading and custody services to institutional and high-net-worth traders in New York [5]

Core Viewpoint - The New York Department of Financial Services has granted Bullish a virtual currency business activity license, enabling it to offer spot trading and custody services to institutional and high-net-worth traders in New York [1] Group 1 - The license allows Bullish to operate in the New York market, which is significant for its business expansion [1] - The services provided will include both spot trading and custody, catering specifically to institutional clients and high-net-worth individuals [1]