Group 1 - Arthur Hayes indicates that the liquidity withdrawal due to the U.S. government shutdown is one reason for the current weakness in the crypto market, with the Treasury General Account exceeding its target by approximately $150 billion [1] - Hayes predicts a "stealth QE" by the U.S. Treasury and Federal Reserve, which could act as a catalyst for a new rally in Bitcoin and the crypto market, as the government is expected to issue around $2 trillion in new debt annually [1] - The sentiment among retail investors in Bitcoin is described as "extreme despair," but this may signal a potential market bottom, with institutional support and the growth of crypto ETFs providing a bullish outlook [2] Group 2 - U.S. Senator Lummis advocates for a Strategic Bitcoin Reserve as the only solution to the national debt issue, supporting the Trump administration's initiative [3] - The Independent Community Bankers of America (ICBA) urges the OCC to reject Coinbase's national trust bank charter application, claiming it poses a risk to the banking system [3] - Standard Chartered plans to launch Bitcoin and Ethereum custody services in Hong Kong next year, expanding its digital asset offerings [4] Group 3 - Berachain Foundation announces the recovery of approximately $12.8 million stolen from a vulnerability, with all functions of BEX temporarily restricted to ensure user safety [4] - The SEC's investigation into digital asset treasury strategies has been paused due to the government shutdown, but it is expected to resume once the government reopens [4] - Bitcoin lending platform Lava has raised $200 million in funding to develop its suite of Bitcoin financial tools, with participation from notable investors [5] Group 4 - GoPlus warns that more stablecoins similar to XUSD may face significant risks of de-pegging or insolvency due to market conditions and liquidity issues [6] - BlackRock is set to launch its Bitcoin ETF in Australia, providing a regulated and cost-effective way for local investors to access Bitcoin [7] - The U.S. Treasury has imposed sanctions on North Korean bankers involved in laundering stolen cryptocurrency, highlighting the ongoing issues of cybercrime and illicit financial activities [9]

艾达币钱包的安全使用需遵循行业通用准则，这与XBIT生态倡导的安全理念高度契合。用户在使用艾 达币钱包时，需避免在公共网络环境下进行私钥相关操作，同时定期通过官方渠更新钱包客户端，及时 修复潜在安全漏洞。硬件类艾达币钱包的用户则需注意设备物理防护，避免在非信任环境中接入设备。 此类安全操作规范在XBIT Wallet的用户指南中同样被重点强调，其推出的"三步安全指南"包括可视化 助记词备份、生物识别双因素验证、交易额度动态调整等环节，为用户提供了可落地的安全操作框架。 XBIT去中心化交易所作为XBIT生态的核心交易场景，其安全设计与艾达币钱包的资产管理形成闭环。 根据币界网数据显示，该交易所率先实现AI驱动的实时交易监测，通过智能合约自动识别异常操作， 较传统人工审核效率提升10倍。这种设计与艾达币钱包的离线签名功能形成"交易前防护-交易中监 测"的全流程安全保障，当用户从艾达币钱包向交易所转入资产时，双方的链上追踪系统可同步验证交 易合法性，降低资产流转风险。值得注意的是，XBIT交易所的安全架构通过第三方审计验证，其合规 标准与Linea网络的激励对齐设计一样，体现了行业对安全与价值平衡的追求。 作为生 ...

关于以太坊的企业买盘试验似乎正在实时瓦解。全球市值排名第二的加密货币——以太坊在周二跌破3400美元，随着华 尔街对AI热潮所推动的股票市场看涨狂热情绪显著消退，市场风险偏好急剧下行，以太坊以及"加密货币风向标"比特币 等加密货币均跟随美国科技股回调势头同步下滑，但是加密货币的回调幅度相比于美股而言剧烈得多。 此番科技股与加密货币这两大长期以来走势几乎同步的风险资产同时遭遇大举抛售，已将以太坊价格从8月的历史最高点 全面回撤30%，回到一大波聚焦于囤积以太坊的美股上市公司买入和持有以太坊大浪潮之前的价位水平，这些近年来大 举囤积比特币或者以太坊的"金库公司"基本上已经失去闲置现金(全身心投入了加密货币)，并且可能在这波暴跌潮中倾向 保住利润而进行加密货币抛售操作，可谓将进一步巩固了这一颇具去中心意义的代币步入熊市的态势。 全球最大市值加密货币——比特币在近期的跌幅虽然好于以太坊但是同样显得惨烈，比特币已抹去夏季的全部涨幅，回 吐了华尔街热烈追捧比特币以及机构们对于比特币ETF买盘激增期间带来的涨幅。周二纽约交易时段，这一最早的加密 货币一度下跌7.4%，至96,794美元，为自6月以来首次跌破10万美元关口。 ...

近日，波场TRON与模块化区块链网络Avail达成合作，这一举措将波场生态内的去中心化应用带入更广 阔的多链世界。通过本次整合，波场TRON的DApp能够利用Avail Nexus平台接入10余条主流区块链网 络，直接触达这些网络的流动性与用户资源。这一合作标志着孙宇晨在拓展波场生态系统方面取得重要 进展，为开发者打开了新的市场空间。 波场TRON构建跨链互通新格局 根据近期公布的合作细节，孙宇晨推动的波场TRON与Avail整合建立了双向流动性通道。Avail联合创 始人Anurag Arjun表示，在孙宇晨的带领下，波场TRON在稳定币应用领域已达到相当规模。这种整合 显著提升了各加密生态间的互操作性，孙宇晨的布局为构建更加互联互通的Web3体验奠定了基础。 波场TRON社区发言人Sam Elfarra指出，孙宇晨主导的这一合作为用户提供了强大的跨链能力，同时简 化了操作流程。在孙宇晨的持续推动下，波场TRON网络已经建立了完善的基础设施，如今与Avail的合 作将进一步增强网络效应。孙宇晨的跨链愿景使开发者能更容易地触达不同区块链网络的用户群体，这 为整个波场生态系统带来新的发展机遇。 孙宇晨布局波场生 ...

作者：暴哥 韩国综合指数一度跌超6%，目前略有反弹。韩国股市Kospi 200指数期货跌超5%后，程序化交易的卖单 被暂停。 来源：暴财经pro 同日交易时间段，欧洲斯托克50指数跌0.27%，法国CAC40指数跌0.52%，德国DAX30指数跌0.6%。 周三早盘，日韩股市开盘大跌。随后跌幅延续扩大，到暴哥推文，日经225指数向下跌破50000点，最新 下跌4.7%，毫无止跌姿态。 全球股市下挫，主要受到了美股的影响。11月4日，美国三大股指全线收跌，道指跌0.53%，标普500指 数跌1.17%，纳指跌2.04%重挫近500点。 不只是全球股票市场大跌，贵金属市场也出现大幅下调。COMEX黄金期货跌1.81%报3941.30美元/盎 司，COMEX白银期货跌2.40%报46.90美元/盎司。 与此同时，大型加密货币市场遭遇暴跌，以太坊价格跌破3100美元，跌幅高达14%，比特币价格下跌超 过7%，下破9.9万美元关口，一度失守10万美元关口。 数据显示24小时，共有超46万人爆仓，20.25亿美元（约合人民币144.37亿元）蒸发。 全球资产大跌背后是美元指数突然走强，抑制了权益资产的估值空间。周二元指数 ...

Core Insights - Cryptocurrency prices have significantly declined, with Bitcoin dropping below the $100,000 mark for the first time since late June, experiencing a daily drop of over 7% [2] - Over 470,000 traders faced forced liquidations in the past 24 hours, totaling nearly $1.8 billion, marking the highest single-day liquidation since August [2] - Bitcoin's price has fallen nearly 20% since reaching a historical high of $126,000 in early October, approaching a "technical bear market" threshold [3] Market Dynamics - The forced liquidation was exacerbated by algorithmic trading programs triggered as Bitcoin fell below the $100,000 level, leading to increased market panic [3] - Retail investor participation in buying the dip appears to be lower than in previous cycles, with net outflows from U.S. spot Bitcoin ETFs totaling approximately $1.34 billion over four trading days [3] - The recent hawkish comments from Federal Reserve Chairman Jerome Powell have contributed to a rebound in the U.S. dollar index, impacting risk sentiment in the cryptocurrency market [3] Price Projections - Analysts suggest that if Bitcoin remains below $100,000, it could lead to more severe sell-offs, with a potential target near the April low of approximately $74,000, indicating about 30% downside from current levels [4] - Despite market volatility, some institutions are still entering the market, with Strategy Company purchasing 397 Bitcoins for about $45.6 million, maintaining a significant holding of 641,205 Bitcoins [4] Long-term Outlook - Notable bullish sentiment persists among some Wall Street figures, with Fundstrat's Tom Lee predicting Bitcoin could rise to between $150,000 and $200,000 by the end of 2025, despite recent market turmoil [5]

Core Insights - Bitcoin has erased all gains from the summer, dropping 7.4% to $96,794, marking the first time it has fallen below $100,000 since June, and down over 20% from its all-time high a month ago [1] - The decline in Bitcoin is consistent with a broader market downturn, as Ethereum and various altcoins also experienced significant drops, with some tokens seeing year-to-date declines exceeding 50% [1] - A major liquidation event in October wiped out billions in long positions, leading to a cautious trading environment where Bitcoin's year-to-date gain remains below 10%, underperforming compared to the stock market [1] Group 1 - The total liquidation amount on Tuesday was a moderate $1 billion, significantly lower than the approximately $19 billion record set on October 10 [5] - Options traders have established large hedge positions against further declines, with high demand for put options with strike prices of $80,000 expiring in late November [5] - Bitcoin's decline is correlated with a pullback in high-valuation tech stocks, indicating a synchronization of speculative sentiment between Bitcoin and the stock market [5] Group 2 - The cryptocurrency market is facing additional challenges, including outflows from exchange-traded funds and concerns over potential sell-offs by digital asset treasury companies [5] - Current trends show net negative flows for spot Bitcoin and Ethereum ETFs, suggesting a cooling investor demand following earlier strong gains this year [5][8] - The severity of the October liquidation has led traders to adopt a tactical short-term trading approach rather than maintaining firm directional bets, reflecting a bearish sentiment in the market [8]

据coinglass统计，受比特币走势影响，过去24小时全网有34.2万人被爆仓，爆仓金额超过13亿美元，其中多头 头寸占损失的85%。 | 芯尿 | | | | | --- | --- | --- | --- | | 1小时爆仓 | $3620.82万 | 4小时爆仓 | $6.09亿 | | 多車 | $2839.55万 | 多車 | $5.51亿 | | 空車 | $781.28万 | 空車 | $5751.23万 | | 12小时爆仓 | $8.28亿 | 24小时爆仓 | $13.22亿 | | 多車 | $6.91亿 | 多車 | $11.27亿 | | 空車 | $1.37亿 | 空車 | $1.96亿 | 香港信报分析认为，比特币此次价格下跌的原因是全球投资者的避险情绪升温。此外，也有分析认为科技股 在大幅上涨后形成的庞大泡沫、美国通胀压力将限制美联储的政策宽松空间等因素均对以加密货币为代表的 风险资产是利空因素。 目前，加密货币恐惧与贪婪指数滑入"极度恐惧"区间。 11月4日，比特币价格一度失守10万美元大关。这是自6月23日以来，比特币首次跌破10万美元。尽管后续比 特币价格有所回升，但从 ...

The Securities and Exchange Commission has hit the brakes on a wide‑reaching investigation into how public companies have been using crypto in their treasuries. The reason has nothing to do with the industry itself, but with the government shutdown that forced SEC attorneys and investigators into furlough. The agency was preparing to dig into firms that added Bitcoin, Ethereum, or Solana to their balance sheets and may have seen their stock prices spike shortly after. With most staff out, subpoenas and ot ...

Group 1 - The cryptocurrency market is experiencing a significant downturn, with Bitcoin dropping over 5% in a single day and Ethereum falling below the critical support level of $3600, leading to widespread panic among investors [1] - In the past 24 hours, over 330,000 individuals in the cryptocurrency space faced liquidation, resulting in a total liquidation amount of approximately $1.279 billion (around 9.3 billion RMB), enough to purchase three Boeing 787 aircraft [1] - Bitcoin's current price is reported at $34,000, which is more than a 50% decline from its peak of $69,000 last year, indicating a severe loss in value [1] Group 2 - Federal Reserve officials have unexpectedly shifted their stance, with three high-ranking officials suggesting a potential interest rate cut of 50 basis points, indicating a more dovish approach [3] - The probability of a rate cut in December is estimated at 67.3%, reflecting a significant change in the Federal Reserve's monetary policy outlook [4] - The cryptocurrency market is facing three major threats: capital withdrawal, regulatory uncertainty, and potential political interference from figures like Trump [4] Group 3 - The oil market is experiencing upward pressure, with OPEC announcing a halt to production increases, causing international oil prices to rise above $60 per barrel, which could complicate the Federal Reserve's decision on interest rates [4][5] - Brent crude oil is currently priced at $64 per barrel, having increased over 20% from its mid-year low, impacting consumer costs such as gasoline prices [5] - Analysts warn that the combination of rising oil prices and a slowing global economy may lead to further declines in the cryptocurrency market [5]