BTC 承压的话也只能躺平了。目前稳定币有几个大厂可以存的地方，一个还是 WLFI 的 USD1，前两天币安上线 BTC / USD1 的交易对看得出来项目方是很想想尽办法让利息做下去了，毕竟利息不值钱了的话也没法持续补贴做矿币了，希望能稳住两年给我们预售玩家一些利润！另一个地方是 @okx 钱包的新型 Boost 活动，项目是什么不太重要，这个模式主要是把 U 或者其他的几个币存进 X Layer 上的 AAVE，利息来源是 AAVE 的利息 + 代币补贴，不是存进其他的小协议，X Layer 上的 AAVE 资金池也较为独立以上两个都是稳定在 5-8% 的，尽管美债利息一直在提，但是币圈圈内能上资金量的地方还是不多Yuyue (@yuyue_chris):加息 / 美债利率持续上涨的话，对微策略 $MSTR 的 $STRC 影响非常大，毕竟 STRC 的年化只有 10%-11%然而微策略现在哪怕是卖 BTC 都要坚持维护 STRC 的旁氏模型，如果这样的情况持续，BTC 承压会非常大。近期 ETF ...

MULTICOIN SELLING $AAVE AT A LOSS?!According to data reported by Lookonchain, leading crypto VC Multicoin is likely selling @Aave at a loss OTC.The platform pointed to Multcoin's receipt of some 338,005 $AAVE (worth around $74M) in October and November of last year.It further highlights that the fund sent some 150,000 $AAVE tokens to both Galaxy and BitGo in the space of 5 hours on May 15/16..."likely for selling" ...

Multicoin Capital, which lost over $40M on $AAVE, has just deposited all 286,057 $AAVE($26.68M) into Coinbase Prime.https://t.co/mUkpzpqMe5https://t.co/0RWMn6aHJP https://t.co/4KdZOWLslULookonchain (@lookonchain):Multicoin Capital is down over $40M on $AAVE and now appears to be selling to cut losses.Between Oct. 13 and Nov. 25, 2025, Multicoin Capital received 338,005 $AAVE($73.7M) from Galaxy Digital OTC wallet at an average price of $218.It is now sitting on losses of over $40M. https://t.co/sY1HhqOVfc ...

RT Sunrise (@sunrisedefi)Solana is for everyone — and every asset.Many assets begin life on other chains. Sunrise lists them on @Solana natively with day one liquidity.Trade $HYPE, $MEGA, $TAO, $ENA, $AAVE, $CHIP, $SUI, $MON, $CHZ and more... on Solana DeFi. https://t.co/VAFDApLBPX ...

Multicoin Capital is down over $40M on $AAVE and now appears to be selling to cut losses.Between Oct. 13 and Nov. 25, 2025, Multicoin Capital received 338,005 $AAVE($73.7M) from Galaxy Digital OTC wallet at an average price of $218.It is now sitting on losses of over $40M.Over the past 5 hours, Multicoin Capital transferred 150,000 $AAVE ($14.92M) to Galaxy Digital OTC wallet and BitGo, likely for selling.https://t.co/YQ09wLIJmj ...