投资逻辑 本周迎来众多宏观事件，包括美联储 1 月议息会议维持利率不变，中止了自 2025 年 9 月以来的连续 3 次降息；特朗 普提名沃什为美联储主席候选人，沃什此前表示倾向于降低利率和缩减资产负债表；此外，美国部分政府部门将停摆， 关注 2 月 2 日众议院投票结果。受降息中止、美联储主席候选人鹰派表态影响，本周加密货币总市值环比上周下滑 6.0%。比特币收盘价为 84,129 美元/枚，环比上周下滑 6.0%；以太坊收盘价为 2,702 美元/枚，环比上周下滑 8.5%。 芝商所 FedWatch 预计 2026 年 6 月、10 月美联储分别降息 25bp。虽然周内成交额环比上周增长，期权市场看好 Q2 行情，但链上持仓均价持续下滑、周内情绪转冷。 全球政策与产业新闻方面：美国参议院农业委员会通过 Clarity Act，仍需参议院银行委员会批准。Tether 正式推出符 合美国规定的 USAT；至 2025 年末共持有 52 万盎司黄金，占投资组合比重的 7%，计划未来提升占比至 10~15%。 比特币算力受美国极端天气影响而下滑，美国最大矿池 Foundry USA 算力下降约 60%，目前算力 ...

Group 1 - The article highlights that in the next 7 days, there will be significant token unlocks, with single large unlocks exceeding $5 million for tokens such as SUI, SIGN, EIGEN, KMNO, JUP, OP, TREE, SAHARA, and ZORA [1] - Additionally, there will be linear large unlocks (daily unlocks exceeding $1 million) for tokens including RAIN, SOL, RIVER, TRUMP, CC, WLD, DOGE, and AVAX, with a total unlock value exceeding $464 million [1]

According to Coingecko, in the next 7 days there will be one-time large token unlocks (amounts over $5 million) for HYPE, XPL, JUP, KMNO, OP, ZORA, H, and SAHARA. Meanwhile, linear large token unlocks (daily unlocks over $1 million) are scheduled for SOL, TRUMP, WLD, DOGE, ASTER, AVAX, TAO, ZEC, and ETHFI, with the total unlocked value exceeding $566 million.https://t.co/F80vrafICh ...

Development Activity Ranking - Santiment identifies top crypto coins associated with the Ethereum-based ecosystem based on development activity [1][2] - The ranking reflects each project's position change since the previous month [1] - The methodology involves filtering notable github activity data from project repositories [1] Top Ethereum-Based Projects - MetaMask ($mUSD) leads the ranking [2] - Radworks ($RAD) is ranked second [2] - Chainlink ($LINK) secures the third position [2] - Starknet ($STRK) is ranked fourth [2] - Ethereum ($ETH) is ranked fifth [2] - Other notable projects include Status ($SNT), Decentraland ($MANA), Eigencloud ($EIGEN), Axelar ($AXL), and Worldcoin ($WLD) [2]

Market Overview - The Federal Reserve is expected to lower interest rates by 25 basis points, but the market experienced a sudden drop prior to the announcement [1] - In the last 24 hours, a total of 146,181 people were liquidated, with a total liquidation amount of $551 million, including $394 million in long positions and $158 million in short positions [1] Bitcoin Analysis - Bitcoin's technical structure has weakened, breaking below the Bollinger middle band on the four-hour chart and the critical support level of 112,000 on the daily chart [2] - The price has recently struggled to maintain above the resistance level of 116,300 and has dropped below the key support level of 113,500, indicating a bearish trend [2] - Short-term trading strategy suggests going short at current prices around 112,800 with a stop-loss at 113,500 and targets set at 111,800-111,300 [5] Ethereum Analysis - Ethereum's daily chart shows a weak downward trend since its peak, with significant selling pressure observed at the resistance level of 4,160 [3] - The market is expected to enter a consolidation phase, with caution advised for potential high volatility in the near term [3] Altcoin Market Sentiment - The current market sentiment suggests that the ongoing bull market may have one last wave, but without new narratives or significant movements, the focus will be on liquidating positions [8] - Most retail investors are holding altcoins, with expectations of a rise in November and December, although 90% of projects may not return to previous highs [8] Specific Coin Insights - The $COAI project has seen a significant drop from $30 to $3, but it is considered to have strong fundamentals and potential for recovery [9] - The $VIRTUAL token has improved its trading mechanism, allowing for more flexible buying and selling, which may stabilize its market value [10] - The $PUMP token is anticipated to lead the market in case of a rebound following the Fed's interest rate decisions [10]

Institutional Investment - Institutional flows dominated Q3, driven by spot BTC and ETH ETFs attracting over $18 billion in inflows [1] - Public firms increased their BTC holdings by 190,000, representing 5% of the total supply [1] Altcoin Treasuries - Altcoin treasuries are increasing, with ETH, SOL, TRX, WLD, and ATH leading the way [1]

Promotion & Event - MEXC launched a "0 Trading Fee Fest" on October 9, 2025 [1] - The promotion emphasizes "no trading fees, just pure gains" [1] Top Gainers - The top 3 gainers during the event were ZEC (ElectricCoinCo), WLD (Worldcoin), and PENGU (Pudgy Penguins) [1]

Star Projects of MEXC’s 0 Trading Fee Fest (Sep 29, 2025)!🏆 Top 3 Gainers:🏅 $CRV | @CurveFinance🥈 $THE | @ThenaFi_🥉 $WLD | @worldcoinNo trading fees, just pure gains!#MEXC0Fee ...

RT BSCN (@BSCNews)WORLD CHAIN ADOPTS CHAINLINK CCIP, CCT STANDARD FOR WLD, AND DATA STREAMS- @world_chain_, the Layer 2 supporting 35M+ users of World Network, integrated @Chainlink CCIP to enable secure cross-chain transfers of WLD.- The upgrade also adopts the Cross-Chain Token (CCT) standard and Chainlink Data Streams for real-time market data.What This Means for Users- WLD can now move seamlessly between World Chain and Ethereum.- CCT standard lets developers integrate tokens across chains in minutes.- ...

WORLD CHAIN ADOPTS CHAINLINK CCIP, CCT STANDARD FOR WLD, AND DATA STREAMS- @world_chain_, the Layer 2 supporting 35M+ users of World Network, integrated @Chainlink CCIP to enable secure cross-chain transfers of WLD.- The upgrade also adopts the Cross-Chain Token (CCT) standard and Chainlink Data Streams for real-time market data.What This Means for Users- WLD can now move seamlessly between World Chain and Ethereum.- CCT standard lets developers integrate tokens across chains in minutes.- Chainlink’s CCIP b ...