
简介
人工智能（AI）已经存在了数十年，最早由约翰麦卡锡（John McCarthy）于1955年提出。62年后，谷歌的研究人员于2017年发表了《Attention is All You Need》论文，提出了深度学习架构Transfo

2025年必须懂 AI Agent！

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<h2 class="heading-2"><strong>熱點新聞</strong></h2>
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<div>- 上週，由於假期期間交易活動減少，比特幣價格下跌了1.54%，交易量相比前一週減少了約44%。比特幣ETF上週淨流出約3.88億美元，而以太坊ETF展現出一定的韌性，連續五週錄得淨流入，上週吸引了約3.5億美元的淨流入。</div>
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<h2 class="heading-2"><strong>宏觀展望</strong></h2>
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<li class="ace-line ace-line old-record-id-RfwzdFAuUoid1uxm9NnuFA9Ksog" data-list="bullet">
<div>- 由於運輸設備訂單減少，美國11月耐久財訂單下降1.1%，表現差於市場預期的0.4%跌幅。</div>
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<div>- 市場預測2025年1月利率維持不變的概率為88.8%。</div>
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<h4 class="heading-4"><strong>即將到來的經濟日曆包括：</strong></h4>
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<div>- 星期五，1月3日，晚上 11:00: 12月美國ISM製造業PMI</div>
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<h2 class="heading-2"><strong>加密貨幣市場速覽</strong></h2>
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<li class="ace-line ace-line old-record-id-E9P8d0OkfoTBL8xuiEVuqqg8sUc" data-list="bullet">
<div>- Bitwise提交了<a rel="nofollow" href="https://www.theblock.co/post/332419/bitwise-ramaswamys-strive-file-for-etfs-investing-in-companies-with-bitcoin-treasuries">Bitcoin Standard Company ETF</a> 申請，該基金旨在投資於將比特幣作為企業財務儲備的公司。</div>
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<div>- 以色列證券管理局已批准<a rel="nofollow" href="https://www.coindesk.com/policy/2024/12/25/six-bitcoin-mutual-funds-to-debut-in-israel-next-week-report">六支比特幣投資基金</a>，該基金預計於本週推出。</div>
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<div>- 法國第二大銀行BPCE的子公司Hexarq獲得批准，可提供<a rel="nofollow" href="https://cointelegraph.com/news/bpce-hexarq-casp-authorization-amf-crypto-services">加密貨幣投資服務</a>。</div>
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<div>- 香港立法會提議將比特幣納入<a rel="nofollow" href="https://dw-media.tkww.hk/epaper/wwp/20241230/a10-1230.pdf">財政儲備</a>。</div>
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<div class="ace-line ace-line old-record-id-doxusGwHjfEYGp752uioidJlAid">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusPIS0J3drKsRJLb4WfbvGdf">&nbsp;&nbsp;<strong>第1層和第2層公鏈</strong></h3>
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<li class="ace-line ace-line old-record-id-SzozdGe7goJCp9xNo75ulWJYsif" data-list="bullet">
<div>- Fuel Network推出了<a rel="nofollow" href="https://x.com/fuel_network/status/1872623177475748337">Fuel Agent Kit</a>，使用戶能夠構建可在Fuel上自主執行任務的AI Agent。</div>
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<div>- Sonic宣布升級<a rel="nofollow" href="https://x.com/SonicLabs/status/1871394831295217841">代幣經濟模型</a>，包括2億枚S代幣空投、上市後的推廣活動（至2031年前不超過15%的封頂），以及代幣銷毀機制。</div>
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<div class="ace-line ace-line old-record-id-doxus23jOqvLzgeHnP6AooA5aOc">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusUApCJ9EtHLeUnb47Fkwlwg">&nbsp;&nbsp;<strong>Dapps</strong></h3>
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<div>- Chainlink推出了Smart Value Recapture（<a rel="nofollow" href="https://x.com/chainlink/status/1871241636211982752">SVR</a>），為使用Chainlink價格預言機的用戶回收MEV收益。此SVR整合的提案已提交至AAVE的治理討論。</div>
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<div>- Thorchain成功整合CosmWasm模組完成了<a rel="nofollow" href="https://medium.com/thorchain/thorchain-v3-release-659b700d7099">v3升級</a>，實現智能合約支持。v3升級為Thorchain在2025年上半年擴展其DeFi層的願景奠定了基礎。</div>
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<li class="ace-line ace-line old-record-id-VpXtdLvSIoZVmWxKPBdu1et1sbd" data-list="bullet">
<div>- Aethir與Injective合作推出了<a rel="nofollow" href="https://x.com/AethirCloud/status/1872301799715054059">代幣化GPU市場</a>，使用戶能夠交易碎片化GPU算力，並支持質押和借貸等DeFi功能。</div>
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<h2 class="heading-2"><strong>治理/項目更新</strong></h2>
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<div>- BIO Protocol預計將於1月3日上<a rel="nofollow" href="https://x.com/bioprotocol/status/1871154807702192337">Binance</a>交易所。BIO Protocol是一個專為DeSci項目提供發幣平台和流動性的協議。</div>
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<div>- ai16z宣布計劃於2025年第一季度推出<a rel="nofollow" href="https://hackmd.io/5xpUGMxWRSexntAkfKPnyw">發幣平台</a>，捕捉發幣費用（其中一半用於回購與銷毀，另一半用於為AI16Z創建流動性），同時支持AI16Z質押以獲取訪問權限以及與AI16Z配對的流動性池。</div>
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<div>- Zerebro的創建者宣布團隊正在開發<a rel="nofollow" href="https://x.com/jyu_eth/status/1873462146249752915">Zentients</a>，一個由ZerePy驅動的Agent 發幣平台。ZEREBRO將被用作創建費和流動性池的基礎代幣。</div>
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<div>- OpenSea Foundation網站疑似被洩露，社區預期即將進行空投。</div>
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<div>- Jupiter宣布將於2025年1月分配<a rel="nofollow" href="https://x.com/jup_uplink/status/1872315864420430274">7億</a>枚JUP，其中5億枚分配給用戶和質押者，另外2億枚分配給Carrots點數持有者和Good Cats（Jupiter生態系統的貢獻者）。</div>
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<div>- Movement主網預計於2025年1月上線。創始人強調，團隊和投資者的代幣在解鎖期間不得進行質押。</div>
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<h2 class="heading-2"><strong>代幣解鎖</strong></h2>
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<div>- SUI代幣於1月1日解鎖，佔代幣供應量的2.8%。</div>
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<div>- DYDX代幣於1月1日解鎖，佔代幣供應量的1.84%。</div>
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<li class="ace-line ace-line old-record-id-WtzEdUaFBooVCpx5buauOnkssVb" data-list="bullet">
<div>- JTO代幣於1月7日解鎖，佔代幣供應量的4.15%。</div>
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<li class="ace-line ace-line old-record-id-NfRQd3nTKoRxdKxKul0ufy3osKf" data-list="bullet">
<div>- MOVE代幣於1月9日解鎖，佔代幣供應量的2.24%。</div>
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<li class="ace-line ace-line old-record-id-WMDydPW8codOSzxsOqWuOjd2s4b" data-list="bullet">
<div>- IO代幣於1月11日解鎖，佔代幣供應量的2.76%。</div>
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<li class="ace-line ace-line old-record-id-ATJUdMRqIo0y0vxWBXtuqr9kstb" data-list="bullet">
<div>- APT代幣於1月12日解鎖，佔代幣供應量的2.03%。</div>
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<li class="ace-line ace-line old-record-id-TrzEdkQ2JoYlp4xjNpUuJt6FsMh" data-list="bullet">
<div>- STRK代幣於1月12日解鎖，佔代幣供應量的2.82%。</div>
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<div class="ace-line ace-line old-record-id-doxusLVQFQzbN8jW0lecc7cYLLf">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxus2Rp43qZvZy9V7NVLUnMQch">點擊<a rel="nofollow" href="https://chainupgroup.larksuite.com/share/base/form/shruso3ZBWdvpzRlCT4jwnicgrb">這裡</a>訂閱每週市場洞察和獨家深度研報。</div>
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熱點新聞



- 上週，由於假期期間交易活動減少，比特幣價格下跌了1.54%，交易量相比前一週減少了約44%。比特幣ETF上週淨流出約3.88億美元，而以太坊ETF展現出一定的韌性，連續五週錄得淨流入，上週吸引了約3.5億美元的淨流

每週市場洞察: 1月 第1週

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<h2 class="heading-2"><strong>熱點新聞</strong></h2>
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<div>- 比特幣價格上週下跌8.88%，爲2024年8月以來的最大跌幅，原因是美聯儲對2025年較鷹派的降息預測。此次拋售清算了價值約10億美元的永久合約，也是加劇了拋售壓力的原因之一。</div>
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<div>- 聖誕與新年假期期間交易量預計將有所下降，投資者往往會在這時期重新平衡投資組合，並出售表現不佳的加密貨幣以達到減少總稅責。本週五（12月27日）將有超過 130 億美元名義價值的期權合約到期，市場可能會在此期間出現較大幅波動。</div>
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<h2 class="heading-2"><strong>宏觀展望</strong></h2>
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<li class="ace-line ace-line old-record-id-IWjfdMMyuo7k6ixRdN0uZzaPskc" data-list="bullet">
<div>- 鮑威爾在上週的FOMC會議上宣佈降息25個基點。儘管此舉符合市場預期，但該委員會的最新點陣圖預測將2025年的預期降息從4次降至2次。這較鷹派的立場對宏觀市場施加了下行壓力。與此同時，2025年的預期通脹率從2.1%（9月份的預測）上調至2.5%，這可能反映了美聯儲對特朗普的關稅政策的考量。</div>
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<li class="ace-line ace-line old-record-id-J9tbdp0hdoRqDQx7XpguVFUbsMe" data-list="bullet">
<div>- 美國11月零售銷售增長0.7%，高於市場預期的0.5%。美國第3季度GDP增長至3.1%，高於第二次估計的2.8%。11月個人消費支出價格指數增長至2.4%，略低於市場預期的2.5%。11月個人收入增長0.3%，同期個人支出增長0.4%，均低於市場預期10個基點。</div>
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<div class="ace-line ace-line old-record-id-doxus2u1ZqRLgA5eEM7tuPOFL23">&nbsp;</div>
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<h4 class="heading-4"><strong>即將到來的經濟日曆包括：</strong></h4>
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<div>- 12月24日，星期二，晚上9:30: 11月美國耐用品訂單</div>
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<h2 class="heading-2"><strong>加密貨幣市場速覽</strong></h2>
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<li class="ace-line ace-line old-record-id-SbbMdy37IodrJJxxuUPuF9y3s8e" data-list="bullet">
<div>- 幣安推出了&nbsp;<a rel="nofollow" href="https://www.binance.com/en/support/announcement/introducing-binance-alpha-discover-emerging-crypto-projects-c6499e95c15e408ca44ca5f6db975d4d">Binance Alpha</a>，這是一個嵌入在幣安錢包中的全新平台，專注於挖掘早期代幣。同時，它也作為幣安交易所的預上市代幣選擇池。</div>
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<div>- 據報導，德意志銀行正在開發一個新的以太坊二層網路&nbsp;<a rel="nofollow" href="https://www.bloomberg.com/news/articles/2024-12-18/deutsche-bank-tries-to-tackle-compliance-hurdles-for-public-blockchains">Dama 2</a>，該網路將基於 ZKsync 技術棧構建。</div>
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<div>- 美國 SEC 批准了由 Hashdex 和 Franklin Templeton 提交的首支比特幣與以太坊現貨<a rel="nofollow" href="https://www.theblock.co/post/331859/sec-approves-bitcoin-ethereum-combo-etfs-hashdex-franklin-templeton">組合ETF</a>。</div>
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<div class="ace-line ace-line old-record-id-doxusoEUDKEgbb2iyGC7zqgpmAe">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusqZ0yGHonpSLV5tF6HM6Rxg">&nbsp;&nbsp;<strong>第1層和第2層公鏈</strong></h3>
<div class="ace-line ace-line old-record-id-NLImdk3lxoPvo3xFoCPul2X2s6f">&nbsp; - Avalanche 完成了 <a rel="nofollow" href="https://www.coindesk.com/tech/2024/12/16/avalanche-blockchain-s-largest-ever-upgrade-avalanche9000-is-live">Avalanche9000</a> 升級，同時推出了 <a rel="nofollow" href="https://x.com/AvalancheFDN/status/1869841980446134674">infraBUIDL(AI)</a> Program，提供高達 1500 萬美元的直接資金和後期資助，以加速 Avalanche 生態系統內的 AI 開發。</div>
<div class="ace-line ace-line old-record-id-UQBTdzdksou6J4xgVvbussuns6c">&nbsp; - Ripple 在 XRP Ledger 上推出其由法幣綁定的美元穩定幣 <a rel="nofollow" href="https://x.com/Ripple/status/1869011382852878592">RLUSD</a>。</div>
<div class="ace-line ace-line old-record-id-JsfrdZS9VofRmixhdscuyGTMske">&nbsp; - Polygon <a rel="nofollow" href="https://www.theblock.co/post/331349/polygon-proposal-bridge-yield">否決</a>了使用橋接合約中超過 10 億美元穩定幣進行 DeFi 收益的提案。</div>
<div class="ace-line ace-line old-record-id-NqoUdPzj6orUwHxqh43uMyRusKc">&nbsp; - Kraken 在主網上推出其以太坊二層網路 <a rel="nofollow" href="https://x.com/inkonchain/status/1869417386761470219">Ink</a>。</div>
<div class="ace-line ace-line old-record-id-Ai2UdZ8NCo1GHGxud41uCiFCsph">&nbsp; - Sonic 推出<a rel="nofollow" href="https://blog.soniclabs.com/sonic-mainnet-launch-evm-compatible-verifiable-10-000-tps-and-sub-second-finality/">主網</a>，提供高達每秒 10,000 筆交易（tps）、次秒級確認，以及一個原生的去中心化以太坊網跨橋功能。</div>
<div class="ace-line ace-line old-record-id-EJvPd9cjfolGzSx2cG6u2pj0sCd">&nbsp; - Stacks 在主網上推出 <a rel="nofollow" href="https://x.com/Stacks/status/1869055220573241549">sBTC</a>，初始階段存款限額為 1,000 BTC，提取功能將於 2025 年第一季度後期開放。sBTC 目前提供 5% 的APY，收益以 sBTC 支付。</div>
<div class="ace-line ace-line old-record-id-YnqjdkbkHoXAEnxpxmquRbvrsic">&nbsp; - Omni Network 推出<a rel="nofollow" href="https://x.com/OmniFDN/status/1869019811927478362">主網</a>，使用戶能夠通過其網路訪問 Ethereum、Arbitrum、Optimism 和 Base 的流動性。</div>
<div class="ace-line ace-line old-record-id-ZUlwdakb8o2Cnyxkby1uRxGls2f">&nbsp; - Saga 推出了 <a rel="nofollow" href="https://x.com/Sagaxyz__/status/1869082234910912997">Saga Mainnet 2.0</a>，為 2025 年第一季度的流動性整合層（LIL）奠定基礎，統一所有鏈的流動性，支持無 Gas 的 DeFi 交互、Uniswap V3 的集成、由 Evmos 提供的 EVM 支持功能等等。</div>
<div class="ace-line ace-line old-record-id-INLAdWceIo4Jpaxs4dZua5xpsqe">&nbsp; - Aptos 的 CEO <a rel="nofollow" href="https://cointelegraph.com/news/aptos-ceo-mo-shaikh-steps-down-avery-ching-takes-over">Mo Shaikh</a> 宣布辭職，表示將「開啟新篇章」。</div>
<div class="ace-line ace-line old-record-id-doxusNSsti9OXhgLyLimJsN9zOg">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusY2uv0ybk22gt4qFrKMj7Vb">&nbsp;&nbsp;<strong>Dapps</strong></h3>
<div class="ace-line ace-line old-record-id-TbLPd0QP2o7wN7xx2WMuHKnasie">&nbsp; - Lido 宣佈將停止對 Polygon POS 上的流動質押解決方案 <a rel="nofollow" href="https://blog.lido.fi/lido-on-polygon-sunset/">stMATIC</a> 的支持。</div>
<div class="ace-line ace-line old-record-id-LnAWdishjojG4VxKoULu9v83sec">&nbsp; - Ethena 推出了名為 <a rel="nofollow" href="https://mirror.xyz/0xF99d0E4E3435cc9C9868D1C6274DfaB3e2721341/LgHNQeP2q2R91yPlhBuLG3ZkKX6golgTdA2TYOviBMM">USDtb</a> 的新穩定幣，由 BlackRock 的 BUIDL Fund 作為底層資產，可能在負資金費率環境中作為替代解決方案。隨後，Ethena 與 <a rel="nofollow" href="https://x.com/ethena_labs/status/1869367144695378302">Usual</a> 合作，將讓 USDtb 作為 USD0 的抵押品。此外，Ethena 還與 <a rel="nofollow" href="https://www.theblock.co/post/331436/trump-backed-world-liberty-financial-and-ethena-eye-collaboration-starting-with-susde-implementation">World Liberty Finance</a> 合作，將 sUSDe 列為平台上的資產抵押品之一。</div>
<div class="ace-line ace-line old-record-id-Jc5sdgGs8oPrlixAab3u8kexsxf">&nbsp; - Usual 推出了其流動質押代幣 <a rel="nofollow" href="https://usual.money/blog/introduction-to-usualx-and-its-game-theory">USUALx</a>，持有者可享有所有 USUAL 發行獎勵的 10%，項目收益的 33.33%，以及未來對 DAO 金庫的權利。</div>
<div class="ace-line ace-line old-record-id-RZ6gdcuLYoGrV4xAkMuufm7tsof">&nbsp; - Mocaverse，由 Animoca Brands 支持的 NFT 系列，其宣布推出 <a rel="nofollow" href="https://x.com/Moca_Network/status/1868628016706023747">Moca 3.0</a>，一個支持多鏈的數字身份基礎設施。</div>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusqB0AHEz5Ar8tVgslRjabsb">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusC3aaPaE8Ebez7SNDf364pf">
<div>
<h2 class="heading-2"><strong>治理/項目更新</strong></h2>
<div>
<div class="ace-line ace-line old-record-id-MCmNdGyQMoPVo4xbZ9iuI76Ustg">&nbsp; - Ethereum 验证者建议提高 <a rel="nofollow" href="https://cointelegraph.com/news/ethereum-gas-limit-increase-validators-10-percent">gas 限制</a>，这可能将交易费用降低 15% 至 33%。参与的验证者包括以太坊核心开发者 Eric Connor 和 Justin Drake。</div>
<div class="ace-line ace-line old-record-id-V4IYd0oRDoGtJzxBvhVui2Djsqh">&nbsp; - Mantra 社区正在投票决定修改 OM 的<a rel="nofollow" href="https://snapshot.box/#/s:mantra-dao.eth/proposal/0x3bfdc09dbf1c1065e5077f267f03fd7ee3509a8c7d5ed14d1612a01edf8b28c0">解鎖时间表</a>的提案。多项分配将在 2025 年完成懸崖式解鎖，其中最早在 2025 年 3 月，之後将实施线性解鎖时间表。提案还建议从 2025 年开始将链上通胀率从 8% 降至 3%。</div>
<div class="ace-line ace-line old-record-id-LsBKdn9g8oORTcxU4kTuWRkhsag">&nbsp; - Uniswap 宣布 Unichain 测试网将在 2025 年 1 月 6 日进行<a rel="nofollow" href="https://www.unichain.org/blog/wen-unichain-mainnet">无许可故障证明</a>升级。主网将在新系统的安全性和稳定性验证后开放。</div>
<div class="ace-line ace-line old-record-id-JWDudGnxnoRgvsxLEXfuthr6sjh">&nbsp; - Ether.Fi 通过了提案，将分配 5% 的协议收入用于<a rel="nofollow" href="https://snapshot.box/#/s:etherfi-dao.eth/proposal/0x1f268f3b8db87a75e8c9422d093377aea17357eb790cee04f9cbf3da2c9f9501">回购</a> ETHFI，并重新分配给 ETHFI 的质押者。</div>
<div class="ace-line ace-line old-record-id-Yx66ddA04oOFlFxqYvVuoyqKsqh">&nbsp; - Frax 提议将 BUIDL 作为 <a rel="nofollow" href="https://gov.frax.finance/t/fip-4xx-buidl-as-a-backing-asset-for-frax-usd/3533">FraxUSD</a> 的支持资产之一。</div>
<div class="ace-line ace-line old-record-id-Ust7dM04UoLCjjxvKdguewLisUh">&nbsp; - Fluid 提议在 <a rel="nofollow" href="https://x.com/0xfluid/status/1869477853437575571">Arbitrum</a> 上推出 Fluid DEX 和 FLUID 代币。</div>
<div class="ace-line ace-line old-record-id-MIGvdcDy3o1zn5xBPKZuBhwTs8d">&nbsp;&nbsp;<a rel="nofollow" href="https://x.com/burnttoast/status/1869803577117655357">- Doodles</a> NFT 创始人暗示即将发布代币。</div>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusthL04W0mjDAnITGBcw9j7i">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusKrXmKmcxb8rA9tERCligse">
<div>
<h2 class="heading-2"><strong>代幣解鎖</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-Ioi5dCXnxor503xAejBuRQxnsOe" data-list="bullet">
<div>- IMX代幣於12月27日解鎖，佔代幣供應量的1.44%。</div>
</li>
<li class="ace-line ace-line old-record-id-Zqpud3Ah2o7x8cxVS5quRfeFsBd" data-list="bullet">
<div>- GRASS代幣於12月28日解鎖，佔代幣供應量的1.52%。</div>
</li>
<li class="ace-line ace-line old-record-id-IXYhdTSJDoTi6Axi6pBuq2rdssd" data-list="bullet">
<div>- PRIME代幣於12月31日解鎖，佔代幣供應量的1.47%。</div>
</li>
<li class="ace-line ace-line old-record-id-MSF0dS7qzogjrAxsNn5ufaWEsKc" data-list="bullet">
<div>- OP代幣於12月31日解鎖，佔代幣供應量的2.55%。</div>
</li>
<li class="ace-line ace-line old-record-id-ZHQadrwHToxcg5xaZEVu0Edts8e" data-list="bullet">
<div>- SUI代幣於1月1日解鎖，佔代幣供應量的2.8%。</div>
</li>
<li class="ace-line ace-line old-record-id-OTy4dLRXjohwSZxBFNauRZBJsBc" data-list="bullet">
<div>- JTO代幣於1月7日解鎖，佔代幣供應量的4.15%。</div>
</li>
<li class="ace-line ace-line old-record-id-BU2BdFxq9oUIsUxJbwVuNSCesVc" data-list="bullet">
<div>- MOVE代幣於1月9日解鎖，佔代幣供應量的2.24%。</div>
</li>
<li class="ace-line ace-line old-record-id-HekYdlo6Iov4qpx1Z1ourbcvsKa" data-list="bullet">
<div>- IO代幣於1月11日解鎖，佔代幣供應量的2.76%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusf8IxeG2dpDQpVIUkxTQTHb">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusrVIWYoJ9sneikOublgGZuc">點擊<a rel="nofollow" href="https://chainupgroup.larksuite.com/share/base/form/shruso3ZBWdvpzRlCT4jwnicgrb">這裡</a>訂閱每週市場洞察和獨家深度研報。</div>
</div>




熱點新聞



- 比特幣價格上週下跌8.88%，爲2024年8月以來的最大跌幅，原因是美聯儲對2025年較鷹派的降息預測。此次拋售清算了價值約10億美元的永久合約，也是加劇了拋售壓力的原因之一。


- 聖誕與新年假期期間交易量預計

每週市場洞察: 12月 第4週


介紹
迷因幣（Meme coins）已經成為加密貨幣生態系統中一個獨特且日益有影響力的類別。與傳統的加密貨幣不同，後者通常由技術創新和金融應用驅動，迷因幣主要由網絡文化、幽默感和社群參與所賦予價值。這些幣種通常受到病毒性迷因、網絡潮流或流

迷因拉盤經濟學

<div data-page-id="N7ADdExHkojCfdxxCoAu9MtTspd" data-lark-html-role="root" data-docx-has-block-data="false">
<div class="ace-line ace-line old-record-id-doxussikiWcCnzVjnZ2wuOWaMtZ">
<div>
<h2 class="heading-2"><strong>熱點新聞</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-B7rUdn3m6oCjKGxl9pau9fvjsKc" data-list="bullet">
<div>- 儘管這是自2021年以來最大的日度清算事件，導致所有永續合約清算超過17億美元。比特幣表現出非凡的韌性。價格迅速回升，過去一週上漲3.16%。</div>
</li>
<li class="ace-line ace-line old-record-id-JRCVdhOtfoJxrQx7CLHuw0eXsGf" data-list="bullet">
<div>- 以太坊ETF繼續表現出強勁的需求，上週淨流入額再次創下8.5485億美元的紀錄。儘管在更廣泛的市場清算事件的推動下，以太坊的價格下跌了1.22%，但這種韌性依然存在。目前，以太坊總供應量的2.92%被以太坊ETF持有，約16%被中心化交易所持有，28.1%被質押。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusAD3u8jd1OCIE3uUWgkEJ5e">&nbsp;</div>
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<div>
<h2 class="heading-2"><strong>宏觀展望</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-L5wId5kssomHfvx4R1Du4fzAsIU" data-list="bullet">
<div>- 美國11月通脹率和核心通脹率分別升至2.7%和3.3%，與市場預期一致。PPI增長0.4%，超過預期的0.2%。儘管通脹壓力持續存在，但正如97%的市場共識所反映的那樣，這不太可能改變美聯儲在12月降息25個基點的軌跡。然而，結合特朗普政府推出關稅的可能，2025年降息超過50個基點的概率在過去一週從50%降至32%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusFaBYIwGvjdhhsAbuVbwprf">&nbsp;</div>
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<div>
<h4 class="heading-4"><strong>即將到來的經濟日曆包括：</strong></h4>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-KhrpddU1lo0ezVxGyusuBKtrsSd" data-list="bullet">
<div>- 星期二，12月17日 9:30上午：美國11月零售銷售額</div>
</li>
<li class="ace-line ace-line old-record-id-MVG0dzbD1omxtkxvvHyunmvwsjf" data-list="bullet">
<div>- 星期四，12月19日 3:00上午：FOMC會議</div>
</li>
<li class="ace-line ace-line old-record-id-MyjCdpr5IoHXdLxrrMUuGXsosnb" data-list="bullet">
<div>- 星期四，12月19日 11:00上午：日本央行利率決定</div>
</li>
<li class="ace-line ace-line old-record-id-YSCtdC96OoFA9HxiMWKuEsn7sed" data-list="bullet">
<div>- 星期四，12月19日 9:30晚上：美國Q3最終GDP</div>
</li>
<li class="ace-line ace-line old-record-id-JhYVdlknno0zgJxvDFmuQpvUsiW" data-list="bullet">
<div>- 星期五，12月20日 9:30晚上：美國11月份個人消費支出價格指數</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusn7YvjNzIOlOE0SviAzDvwg">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusmhhfP6nmcFY1lHawZLgL3c">
<div>
<h2 class="heading-2"><strong>加密貨幣市場速覽</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-WlyDdCjFLokCGBx02JXuDyxAske" data-list="bullet">
<div>- Binance和Circle建立了戰略合作伙伴關係，在其公司財務中採用<a rel="nofollow" href="https://x.com/jerallaire/status/1866733181728366593">USDC</a>，並使USDC在Binance的產品和服務中更廣泛地可用。</div>
</li>
<li class="ace-line ace-line old-record-id-OMNRdkIXuoF5qVxdN0Pudx1isQb" data-list="bullet">
<div>- 納斯達克宣佈，他們將把<a rel="nofollow" href="https://www.nasdaq.com/press-release/annual-changes-nasdaq-100-indexr-2024-12-13">MicroStrategy</a>納入納斯達克100指數。</div>
</li>
<li class="ace-line ace-line old-record-id-CsO7duD17opArIxDnkXuSbB9skg" data-list="bullet">
<div>- 過去一週，World Liberty Finance通過<a rel="nofollow" href="https://intel.arkm.com/explorer/entity/worldlibertyfi">CoW Swap</a>買入了ETH、AAVE、LINK、ENA和ONDO。</div>
</li>
<li class="ace-line ace-line old-record-id-PyKfd6uKMohV4Zxkl1yup4tWspc" data-list="bullet">
<div>- Grayscale宣佈推出兩項新的單一資產加密貨幣投資，分別針對<a rel="nofollow" href="https://x.com/Grayscale/status/1867214822066332108">LDO和OP</a>。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusnX60thA3RtsEShlyoXGMGc">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusY50lxRmX2UqFpRl9kHpjkf">&nbsp;&nbsp;<strong>第1層和第2層公鏈</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-AqGidvRCKodcTixlxjIuSeKSsMh" data-list="bullet">
<div>- Avalanche從Galaxy Digital, Dragonfly 和 ParaFi Capital籌集了<a rel="nofollow" href="https://www.coindesk.com/business/2024/12/12/avalanche-raises-250-m-amid-major-overhaul-of-layer-1-blockchain">2.50億美元</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-BZmfdbFNUoO8FxxyAwUuIr7UsBf" data-list="bullet">
<div>- Frax Finance宣佈將FRAX穩定幣<a rel="nofollow" href="https://x.com/fraxfinance/status/1866920752739652059">更名爲</a>frxUSD，將FXS更名爲FRAX，作爲其最新願景路線圖的一部分。在路線圖的第二部分，Frax宣佈了<a rel="nofollow" href="https://x.com/fraxfinance/status/1867677016742670473">AIVM</a>，這是一款爲Fraxtal上的AI agents設計的並行VM。</div>
</li>
<li class="ace-line ace-line old-record-id-B91IduY72oNmnSxHhwkuf5m4sLb" data-list="bullet">
<div>- Vana推出了其<a rel="nofollow" href="https://x.com/withvana/status/1867038751979081923">VANA</a>代幣經濟學。預計TGE將佔25.07%，66.9%分配給生態系統和社區。該代幣用於網絡安全、治理、gas費、DataDAO參與和數據支付。Vana允許用戶將他們的數據代幣化到首選的、具有隱私的DataDAO。</div>
</li>
<li class="ace-line ace-line old-record-id-HZ6yd3VCqoFcBBxiucluRLBwsyh" data-list="bullet">
<div>- ZKsync推出了<a rel="nofollow" href="https://zksync.mirror.xyz/QG2Xr4lQdJTbyjeKftPVc6-pj2t9-H9WEGnvCcnusck">Roadmap 2025</a>，旨在簡化開發者體驗，實現類似web2的體驗，並在Elastic Network中互連公共鏈和私有鏈。</div>
</li>
<li class="ace-line ace-line old-record-id-HJqldhQOvo0ZprxRhGCuXBpIsRj" data-list="bullet">
<div>- Celestia已在主網上完成<a rel="nofollow" href="https://x.com/celestia/status/1867216185588318703">Ginger</a>升級，通過將插槽從12秒縮短到6秒，將數據吞吐量提高了2倍。</div>
</li>
<li class="ace-line ace-line old-record-id-MxJldULIXom0rmxpnFhurBUqsad" data-list="bullet">
<div>- Galxe宣佈了一項<a rel="nofollow" href="https://cointelegraph.com/news/galxe-unveils-gravity-chain-upgrade-50-million-ecosystem-fund">5000萬美元</a>的基金，用於爲其Gravity network構建一個新的EVM。</div>
</li>
<li class="ace-line ace-line old-record-id-LsKQdcjq7ofpkCxxrdeu55ndswB" data-list="bullet">
<div>- BNB鏈中的再質押協議Kernel DAO，在<a rel="nofollow" href="https://x.com/kernel_dao/status/1866389724920946831">主網</a>上上線。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxuslvqMtZnwkAJtSSlIfPSz2f">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusDmrevMAvgC1QFRvhlnxV5b">&nbsp;&nbsp;<strong>Dapps</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-I1iIdLDB2o1cF7xUJKnuEIN1sG9" data-list="bullet">
<div>- Balancer推出了<a rel="nofollow" href="https://medium.com/balancer-protocol/balancer-v3-is-live-2e5e8462aa4c">V3</a>，引入了Hook框架、新的AMM設計、自定義池、通過現有流動性賺取外部收益的提升池等等。</div>
</li>
<li class="ace-line ace-line old-record-id-AqwxdjniVo8ja9xKNNDuCh2CsGf" data-list="bullet">
<div>- Pendle推出了<a rel="nofollow" href="https://x.com/pendle_fi/status/1866829311497605376">PendleSwap</a>。用戶可以一次交換多達3個硬幣，而無需支付額外費用。</div>
</li>
<li class="ace-line ace-line old-record-id-M9c8dKs6koQznSx0Kc1uFJcAsDg" data-list="bullet">
<div>- Curve通過了將scrvUSD<a rel="nofollow" href="https://dao.curve.fi/#/ethereum/proposals/911-OWNERSHIP">費用份額</a>提高到50%的提議。</div>
</li>
<li class="ace-line ace-line old-record-id-YevQdgsR5oBrKDxiaKSuUWPMs0v" data-list="bullet">
<div>- Beam基金會宣佈計劃推出1.50億美元的<a rel="nofollow" href="https://cointelegraph.com/press-releases/beam-ventures-announces-plans-to-launch-the-first-gaming-focused-venture-fund-and-accelerator-in-abu-dhabi">Beam Ventures</a>，以推進阿布扎比的遊戲協議。</div>
</li>
<li class="ace-line ace-line old-record-id-CzGodCInxopa5mx51EcuoHVgsHd" data-list="bullet">
<div>- Kaito AI推出了<a rel="nofollow" href="https://x.com/_kaitoai/status/1866823588419883327">Yaps</a>積分計劃，使內容創建者能夠根据对加密的贡献来收集積分。</div>
</li>
<li class="ace-line ace-line old-record-id-VSTtd0YwPoxNeqxSMn1uCsNKsmf" data-list="bullet">
<div>- Moonwell推出了<a rel="nofollow" href="https://x.com/MoonwellDeFi/status/1866129585626386801">Moonwell Visa卡</a>，允許用戶借貸在Moonwell核心市場存入的資產以進行消費。</div>
</li>
<li class="ace-line ace-line old-record-id-HsU0dZZcbo81xNxuqgVurKGbs0e" data-list="bullet">
<div>- 香港上市公司博雅互動對<a rel="nofollow" href="https://www1.hkexnews.hk/listedco/listconews/sehk/2024/1210/2024121000479_c.pdf">BounceBit</a>進行了戰略投資。博雅通過此次投資收購了450萬BB（流通供應量的1.1%），以發展CeDeFi生態系統。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusC6aMkSMxZXUN1k4etZxIjd">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusSrBJGgAZPy4qdCxGMkazrh">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusdMeg8La4sP6ALXdn6ODhYg">
<div>
<h2 class="heading-2"><strong>治理/項目更新</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-S7ETdk5IZoRvRCxwGrSundwPsCx" data-list="bullet">
<div>- Avalanche9000升級後，Beam推出 Beam<a rel="nofollow" href="https://medium.com/@onbeam/introducing-beam-nodes-379f08bf3882">Nodes</a> ，透過 "Horizon "升級將Beam網路轉換為無允許的PoS第一層。 Horizon 升級預計在 2025 年 1 月底，或不遲於 2025 年第一季末。</div>
</li>
<li class="ace-line ace-line old-record-id-HdUUdOSo1onrhYx5xEkuWNtVsFg" data-list="bullet">
<div>- 在宣佈PENGU發佈後，Pudgy Penguin還宣佈在2025年1月推出<a rel="nofollow" href="https://x.com/AbstractChain/status/1868087266809090230">抽象主網</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-AzUBd01waoOEDFxiZANuLJqqskb" data-list="bullet">
<div>- EigenLayer在其ELIP-002中提議<a rel="nofollow" href="https://forum.eigenlayer.xyz/t/elip-002-slashing-via-unique-stake-operator-sets/14275">罰沒</a>升級，授權AVS懲罰未能履行承諾的運營商。</div>
</li>
<li class="ace-line ace-line old-record-id-NpMDdzuUxoK6dbxjP4Ru6UyVsVf" data-list="bullet">
<div>- Avalanche9000升級後，Beam引入<a rel="nofollow" href="https://medium.com/@onbeam/introducing-beam-nodes-379f08bf3882">Beam Nodes</a>，通過 "Horizon "升級將Beam網絡轉變爲無許可的、PoS機制的一層網絡。Horizon升級預計在2025年1月底，不遲於 2025 年第一季末。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusTAuIjiNvCJRqYgkbSQzClb">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxussF3ZIucDlPzZ8I1b4XjkTd">
<div>
<h2 class="heading-2"><strong>代幣解鎖</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-KOeXdi4JOoIVP6xPWIlujryVsid" data-list="bullet">
<div>- WELL代幣將於12月23日解鎖，代幣供應總量的1.21%。</div>
</li>
<li class="ace-line ace-line old-record-id-Ub0ldp6onopQPNxxvUduxzxysEd" data-list="bullet">
<div>- IMX代幣將於12月27日解鎖，代幣供應總量的1.44%。</div>
</li>
<li class="ace-line ace-line old-record-id-RwPxdmUPYozhI7xwdpnuTuyYsac" data-list="bullet">
<div>- GRASS代幣將於12月28日解鎖，代幣供應總量的1.52%。</div>
</li>
<li class="ace-line ace-line old-record-id-AejPdUgJ1o74gbxcimvuk1YHsTk" data-list="bullet">
<div>- PRIME代幣將於12月31日解鎖，代幣供應總量的1.47%。</div>
</li>
<li class="ace-line ace-line old-record-id-XVK0dbUUYoXCc9xTcK8uPnRbssd" data-list="bullet">
<div>- OP代幣將於12月31日解鎖，代幣供應總量的2.55%。</div>
</li>
<li class="ace-line ace-line old-record-id-X1T7deEyYoJCg4xknHTuPDI3syd" data-list="bullet">
<div>- SUI代幣將於1月1日解鎖，代幣供應總量的2.8%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxuspTNaRLERHqzrtq9iD0EABg">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusOS88RBzNyvzrjPMlDmg7xd">點擊<a rel="nofollow" href="https://chainupgroup.larksuite.com/share/base/form/shruso3ZBWdvpzRlCT4jwnicgrb">這裡</a>訂閱每週市場洞察和獨家深度研報。</div>
</div>




熱點新聞



- 儘管這是自2021年以來最大的日度清算事件，導致所有永續合約清算超過17億美元。比特幣表現出非凡的韌性。價格迅速回升，過去一週上漲3.16%。


- 以太坊ETF繼續表現出強勁的需求，上週淨流入額再次創下8.54

每週市場洞察: 12月 第3週

<div data-page-id="NX0Jdl86YoJyazxxAtQux0l0sre" data-lark-html-role="root" data-docx-has-block-data="false">
<div class="ace-line ace-line old-record-id-doxusOERLNUahd7nugBErCs9cTd">
<div>
<h2 class="heading-2"><strong>熱點新聞</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-IuX9dsX7JoQJ2qxcd3WuHbIJsaf" data-list="bullet">
<div>- 比特幣自創世區塊以來經歷15年11個月又1天後突破100,000美元。過去一週，比特幣ETF錄得27.3億美元的資金流入，而以太坊ETF達到創紀錄的8.3669億美元流入。以太坊連續三週表現優於比特幣，上週取得8%的漲幅，相比之下，比特幣僅增長4%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxus9NXkSoXyJwmPmejyqZRdxf">
<div>
<h2 class="heading-2"><strong>宏觀展望</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-TFSidYmFjoiZw2xVxl3uLKlgsof" data-list="bullet">
<div>- 美國11月ISM製造業PMI增至51.5，高於預期的50.5；但11月ISM服務業PMI降至52.1，遠低於預測的55.5。</div>
</li>
<li class="ace-line ace-line old-record-id-Iw1FdbOeVoxMrjx1b3FugTrWsdb" data-list="bullet">
<div>- 美國11月非農就業新增22.7萬個崗位，優於預期的20萬。然而，失業率從上月的4.1%上升至4.2%，符合市場預期。勞動力參與率和就業人口比例均在11月略有下降。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxus2wTuTFjm09UfbwZ81xxrLc">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxus548ft10QfCygTrjPb2RT3e">
<div>
<h4 class="heading-4"><strong>即將到來的經濟日曆包括：</strong></h4>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-BNrydUCcBoNj5ZxVgV0uZa9Zsie" data-list="bullet">
<div>- 星期三，12月11日，9:30晚上：美國11月通脹率</div>
</li>
<li class="ace-line ace-line old-record-id-DRJCdUjd4ojmdNxtpjGu3PUBsdb" data-list="bullet">
<div>- 星期三，12月12日，9:30晚上：美國11月PPI</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusc6gNVi2ORd2JGtXAo2oo9f">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusZXAtUqnmpkXUPYiNp98jxS">
<div>
<h2 class="heading-2"><strong>加密貨幣市場速覽</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-Vx6ldWtvnoqSNYxX9XVu7dY5sxd" data-list="bullet">
<div>- 有報導稱特朗普將任命<a rel="nofollow" href="https://www.bloomberg.com/news/articles/2024-12-06/trump-names-david-sacks-as-white-house-ai-and-crypto-czar">戴維斯&middot;O&middot;薩克斯（Davis O.Sacks）</a>為白宮人工智能和加密貨幣主任。薩克斯是0x協議的顧問，Craft Ventures的創始人，該公司投資了dYdX，並早期投資於Multicoin Capital。</div>
</li>
<li class="ace-line ace-line old-record-id-Lqhmdg2JtoDASQxgUWfuJ1OTsHc" data-list="bullet">
<div>- 唐納德&middot;特朗普提名<a rel="nofollow" href="https://www.bloomberg.com/news/articles/2024-12-04/trump-names-paul-atkins-as-sec-chair">保羅&middot;阿特金斯（Paul Atkins）</a>為新任SEC主席。阿特金斯曾是Reserve Protocol和Securitize的顧問。</div>
</li>
<li class="ace-line ace-line old-record-id-DudydZmk5ojhz4xb4seu4HLssBd" data-list="bullet">
<div>- 美國國家公共政策研究中心向<a rel="nofollow" href="https://cointelegraph.com/news/national-center-public-policy-research-proposes-bitcoin-treasury-tamazon">亞馬遜</a>提交了一項股東提案，建議在2025年年度股東大會上將比特幣納入公司資金儲備。</div>
</li>
<li class="ace-line ace-line old-record-id-EOD0duA82oV3clxkiLEuskfOseA" data-list="bullet">
<div>- Coinbase&nbsp;<a rel="nofollow" href="https://x.com/CoinbaseInsto/status/1863709367767282034">50 index</a> 新增AXS、BLUR、JASMY、KSM和EGLD。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxus2bkGNVtMnO0p22fG4PtxCd">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusYWBTbpknM7d32iUxQCPokd">&nbsp;&nbsp;<strong>第1層和第2層公鏈</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-AAAIdffPto6qjkx7HrmuGWswsOe" data-list="bullet">
<div>- Chintai與<a rel="nofollow" href="https://cointelegraph.com/news/power-dime-tokenize-250-m-renewable-energy-assets-chintai">PowerDime</a>合作，將價值2.5億美元的虛擬電力購買協議（VPAA）進行代幣化，實現可再生能源的鏈上交易。</div>
</li>
<li class="ace-line ace-line old-record-id-YkBld4RsdoqVmYxN6YRuuXRmsbc" data-list="bullet">
<div>- Particle Network推出跨鏈交易平台<a rel="nofollow" href="https://x.com/ParticleNtwrk/status/1863932662882226438">UniversalX</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-BNHJddV2GoIQeKxUiUJuqo7wsVb" data-list="bullet">
<div>- Movement Network<a rel="nofollow" href="https://x.com/movementfdn/status/1864766883909767636">主網</a>Beta版本上線，用戶將可在以太坊上領取MOVE並跨鏈橋接至該網絡。</div>
</li>
<li class="ace-line ace-line old-record-id-Akahd9hcyoReFYxtdPJuv2Fkseh" data-list="bullet">
<div>- Mode在Bittensor子網上推出<a rel="nofollow" href="https://x.com/modenetwork/status/1864302255979020765">Synth</a>測試網，用於財務預測。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusqVj8aYMKStXG3qwdAG4Tmd">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusLvOH9lJZLGXe2MmwNGvTfc">&nbsp;&nbsp;<strong>Dapps</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-LCCAdISJfogLvzxvVKHu0L3bsjd" data-list="bullet">
<div>- Render Network通過了<a rel="nofollow" href="https://x.com/rendernetwork/status/1864824607942848897">RNP-016、017和018</a>，集成了Arnold和Blender的OctaneRender，並在第二年的排放中增加了藝術家和AI客戶的獎勵。</div>
</li>
<li class="ace-line ace-line old-record-id-K4PRdl3NloRT6uxDvaouN9BPsbd" data-list="bullet">
<div>- Jupiter以87%的贊成票通過<a rel="nofollow" href="https://vote.jup.ag/proposal/xMLsw7zzBfRXNiQQo42aUohRsibgrmWcPt2mD8HdUUr">Jupuary Vote 2</a>，該提案強調對質押者的明確分配，以獎勵歷史一致性、真實用戶參數以及對持有人和選民的分配。</div>
</li>
<li class="ace-line ace-line old-record-id-WFxFdVgozoZNxRx61DvupDplsLv" data-list="bullet">
<div>- Aerodrome推出<a rel="nofollow" href="https://x.com/AerodromeFi/status/1864445835007672412">AERO Fed</a>，veAERO持有人可投票調整排放率。</div>
</li>
<li class="ace-line ace-line old-record-id-GstvdNcZ8oKbLIxtDNtuLaFasjc" data-list="bullet">
<div>- PancakeSwap推出其基於BNB的代幣發行平台<a rel="nofollow" href="https://x.com/PancakeSwap/status/1864200755827364185">SpringBoard</a>，排名第一的代幣CAKEDOG市值約為200萬美元。</div>
</li>
<li class="ace-line ace-line old-record-id-OvI6dGpnfoqLrKxeguCuKa4fsgb" data-list="bullet">
<div>- SushiSwap公布<a rel="nofollow" href="https://x.com/jaredgrey/status/1865743975593963636">2025年計劃</a>，包括在Solana上的交易平台、訂單簿永續合約DEX、LVR AMM解決方案以及SushiSwap聚合器。</div>
</li>
<li class="ace-line ace-line old-record-id-XJLId8XrcoyzT2x91DOu83arsfb" data-list="bullet">
<div>- SSV通過了分配<a rel="nofollow" href="https://snapshot.org/#/mainnet.ssvnetwork.eth/proposal/0xff1b868f97de48db3ba26c5254e9902645ed55b5107a84ee0cbcb98b31973f27">5530萬美元</a>的4年運營預算的提案，使DAO金庫多樣化，並通過控制鑄造和費用銷毀來確保網絡的長期增長和穩定。</div>
</li>
<li class="ace-line ace-line old-record-id-QZ1SdEBqJo3SQZxC4cAu6248s1f" data-list="bullet">
<div>- Kamino推出基於意圖的交易所<a rel="nofollow" href="https://x.com/KaminoFinance/status/1864729930262556777">Kamino Swap</a>，為清算者和交易者提供最佳價格執行。</div>
</li>
<li class="ace-line ace-line old-record-id-RWRkdvapwoTD6Dxgl7Gu7TVWsHg" data-list="bullet">
<div>- MilkyWay推出帶有<a rel="nofollow" href="https://x.com/milky_way_zone/status/1864657945235206157">TIA</a>和TIA LSTs的再質押服務，池中已累積約300萬美元的TIA。</div>
</li>
<li class="ace-line ace-line old-record-id-YvyZd81BGohKs9xHSouuwxols40" data-list="bullet">
<div>- Wormhole的W<a rel="nofollow" href="https://wormhole.com/blog/w-staking-rewards-program">質押獎勵計劃</a>（SRP）現已上線，目前約有14%的代幣流通供應量被質押。</div>
</li>
<li class="ace-line ace-line old-record-id-OVf5dPU72oqcZmxkh9iuh0DXsu9" data-list="bullet">
<div>- Osmosis宣布支持平臺上的原生<a rel="nofollow" href="https://x.com/osmosiszone/status/1863932459232149972">BTC橋</a>，平臺的每週交易量達到自2024年4月以來的最高水平。</div>
</li>
<li class="ace-line ace-line old-record-id-PyljdVp8dou6DRxBp8KuILVvsTb" data-list="bullet">
<div>- Ritual推出其私人<a rel="nofollow" href="https://x.com/ritualnet/status/1864745321613402277">測試網</a>，作為人工智能模型的執行層，支持智能合約鏈上和鏈下運行。該協議由Archetype Ventures和Polychain Capital等資助。</div>
</li>
<li class="ace-line ace-line old-record-id-SNtGdcqSJoohRWxXS99ugsU2sab" data-list="bullet">
<div>- 基於意圖的DEX和ZK結算層Hashflow，通過提案將50%的協議費用用於<a rel="nofollow" href="https://x.com/hashflow/status/1863732958403731949">回購</a>和銷毀。</div>
</li>
<li class="ace-line ace-line old-record-id-TK6MdiB4moGsaNxtYQjuplJIsRd" data-list="bullet">
<div>- Solana上的DEX Meteora推出<a rel="nofollow" href="https://x.com/MeteoraAG/status/1864360366240879009">M3M3</a>，一種為Memecoins設計的（3,3）質押機制。</div>
</li>
<li class="ace-line ace-line old-record-id-A9JBdoq8JoNYMUxdNp6uCgudstb" data-list="bullet">
<div>- Ora Protocol推出佛教宗教模型<a rel="nofollow" href="https://x.com/OraProtocol/status/1865398546956226859">BRM</a>，作為其平台的初始模型發售。BRM是一種大型語言模型，由SFT和RLHF以及人文佛教語料庫數據集構建，包括經典佛教經文。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusuRcYR9oqhmtKyX8XNYAvab">
<div>
<h2 class="heading-2"><strong>治理/項目更新</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-ICnAdNdxBo1dEOxKoQxuGKNps2g" data-list="bullet">
<div>- Instadapp提議將INST重塑為<a rel="nofollow" href="https://gov.instadapp.io/t/rebranding-and-growth-plan-for-fluid-protocol/985">FLUID</a>，提案包括協議自有流動性、100%收入回購計劃、CEX上市分配以及Fluid DEX v2。</div>
</li>
<li class="ace-line ace-line old-record-id-OGjAdr9weoQpOYxvLSluYe77stf" data-list="bullet">
<div>- Blast提議使用網絡中ETH和美元穩定幣存款的原生收益<a rel="nofollow" href="https://forum.blast.io/t/blip-buyback-blast-token-with-yield/786">回購</a>BLAST代幣。</div>
</li>
<li class="ace-line ace-line old-record-id-MykIdBRW4oplSHxvkNFualIDskd" data-list="bullet">
<div>- Pudgy Penguins宣布將於2024年在Solana上推出<a rel="nofollow" href="https://x.com/pudgypenguins/status/1864851993094664602">PENGU</a>代幣，其中25.9%供應量分配給Pudgy社群，24.12%分配給其他社群，0.35%分配給FTT持有人。</div>
</li>
<li class="ace-line ace-line old-record-id-E2ZedBfCOoOP4gxuebjuW2sSsEh" data-list="bullet">
<div>- Adidas和StepN宣布將於12月推出1,200雙<a rel="nofollow" href="https://www.theblock.co/post/329487/adidas-and-stepn-move-from-nfts-to-physical-products-with-planned-sneaker-drop-this-month">實體鞋</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-BfRodM5h7oLRuvxOZnbuTNouskg" data-list="bullet">
<div>- 微軟股東將於12月10日投票是否投資比特幣。</div>
</li>
<li class="ace-line ace-line old-record-id-OPNDdzJF0oXgI2xOEAwuM3PGsmc" data-list="bullet">
<div>- Morpho關於將協議代碼<a rel="nofollow" href="https://snapshot.org/#/morpho.eth/proposal/0x6429f932466a231329ae9d9f652160d86431b96c82c66dc7911688b521088952">授權</a>給Berachain基金會的投票將於12月10日結束，根據目前進展，提案有望通過。</div>
</li>
<li class="ace-line ace-line old-record-id-MfpmdtPrsoNUJpxQZObuoc5jsGb" data-list="bullet">
<div>- Frax Finance預計將於12月11日公布Vision 2030的詳細信息。</div>
</li>
<li class="ace-line ace-line old-record-id-Fo2Xd8Vx0olhUHx22MluWHSasue" data-list="bullet">
<div>- Polygon預計於12月9日推出AggLayer v0.2測試網，實現AggLayer跨鏈互操作性。</div>
</li>
<li class="ace-line ace-line old-record-id-QVtkdZbcboqa3YxHGJiuVWoMsRf" data-list="bullet">
<div>- Treasure DAO預計將於12月11日發布重大公告。</div>
</li>
<li class="ace-line ace-line old-record-id-CjAQdT69OoXUZ2x4dlVu2w7Rsac" data-list="bullet">
<div>- SushiSwap提議<a rel="nofollow" href="https://snapshot.org/#/sushigov.eth/proposal/0xa0030e41712ef24187dc56ef03ac37bfd8c7bb10b102571feace8ef4c2e37123">清算</a>他們持有的所有SUSHI穩定幣、BTC、ETH和其他去中心化金融代幣。該提議將於12月14日結束。</div>
</li>
<li class="ace-line ace-line old-record-id-PaV2dnRN7oZm8TxSqqduTToLskf" data-list="bullet">
<div>- Curve關於將scrvUSD費用分成<a rel="nofollow" href="https://dao.curve.fi/#/ethereum/proposals/911-OWNERSHIP">從20%提高至50%</a>的投票預計於12月15日結束。</div>
</li>
<li class="ace-line ace-line old-record-id-IqACdEeXpoZ1PmxxH2muCZFis0g" data-list="bullet">
<div>- EigenLayer提議<a rel="nofollow" href="https://github.com/eigenfoundation/ELIPs/blob/main/ELIPs/ELIP-001.md">Rewards v2</a>，使AVS能夠根據績效、可變運營商費用和批量獎勵索賠直接獎勵運營商。升級預計將於1月推出。</div>
</li>
<li class="ace-line ace-line old-record-id-Nm5YdLgS9omJh8xsg5eu0Vf1sPj" data-list="bullet">
<div>- ZKsync預計於1月6日推出其跨Elastic Chains的互操作性功能<a rel="nofollow" href="https://x.com/ZKsyncIgnite/status/1864331388469555448">Ignite</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-TEUnd1tIAowF01xSPXMuLjrbsUb" data-list="bullet">
<div>- Ethena宣布與鏈上期權協議<a rel="nofollow" href="https://x.com/EthenaNetwork/status/1863741091494735929">Derive</a>合作，DRV預計於1月15日上線。5%的代幣供應將分配給sENA持有人。</div>
</li>
<li class="ace-line ace-line old-record-id-OXcod17kuoACcmxEMoLu2ao1s2c" data-list="bullet">
<div>- Safe推出<a rel="nofollow" href="https://safe.global/safenet">Safenet</a>，一個將一層網絡、二層網絡甚至鏈外系統連接為單一統一體驗的交易處理網絡，團隊預計於2025年第一季度交付Alpha版本。</div>
</li>
<li class="ace-line ace-line old-record-id-WdcidZmyTowDoHx37XqutXuOsJT" data-list="bullet">
<div>- Synapse Labs提議啟動為期12個月的<a rel="nofollow" href="https://forum.synapseprotocol.com/d/2085-synapse-protocol-enhancement-treasury-optimization">回購</a>計劃，目標為500萬SYN或代幣流通量的2%，計劃減少65%的<a rel="nofollow" href="https://forum.synapseprotocol.com/d/2084-synapse-emissions-reduction">排放</a>，並探索基於網絡費用分配的質押SYN模型。</div>
</li>
<li class="ace-line ace-line old-record-id-ZUkWdP9BHoVzUgxY31SurD8xs6d" data-list="bullet">
<div>- 構建於GMX之上的杠桿永續交易所HMX提議於2025年推出新的中央限價訂單簿（CLOB）模型，重新設計代幣經濟學並進行品牌<a rel="nofollow" href="https://forum.hmx.org/t/hmx-roadmap-the-journey-to-one-piece/95">重塑</a>。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusXB3GwhFu4mNx2ywr90uv5f">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxuscxXVGEa5OyNnXdqRAT3u9g">
<div>
<h2 class="heading-2"><strong>代幣解鎖</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-MTgodBPMjoyPsAxgvgwucesJsRg" data-list="bullet">
<div>- IO代幣將於12月11日解鎖，代幣供應總量的2.88%。</div>
</li>
<li class="ace-line ace-line old-record-id-CVfYdJcMboIbdLx4dFTu2x2usYe" data-list="bullet">
<div>- APT代幣將於12月12日解鎖，代幣供應總量的2.11%。</div>
</li>
<li class="ace-line ace-line old-record-id-Gm0FdLfKjoEfKBxBzqOu63qes8f" data-list="bullet">
<div>- STRK代幣將於12月15日解鎖，代幣供應總量的2.84%。</div>
</li>
<li class="ace-line ace-line old-record-id-YldqdCcCfo9ZZXxccTuuEzHZsNf" data-list="bullet">
<div>- ARB代幣將於12月16日解鎖，代幣供應總量的2.26%。</div>
</li>
<li class="ace-line ace-line old-record-id-FMvYd8jpno4LN4xv5LeuTSgQs7f" data-list="bullet">
<div>- APE代幣將於12月17日解鎖，代幣供應總量的2.16%。</div>
</li>
<li class="ace-line ace-line old-record-id-Lss9d82gzoFemOxdLFSur463s5b" data-list="bullet">
<div>- WELL代幣將於12月23日解鎖，代幣供應總量的1.21%。</div>
</li>
<li class="ace-line ace-line old-record-id-HhV6d6YhDoahN1x4b33uFhwKsch" data-list="bullet">
<div>- IMX代幣將於12月27日解鎖，代幣供應總量的1.44%。</div>
</li>
<li class="ace-line ace-line old-record-id-KMhkdi9f9o9OtSxybjguOStpszI" data-list="bullet">
<div>- GRASS代幣將於12月28日解鎖，代幣供應總量的1.52%。</div>
</li>
<li class="ace-line ace-line old-record-id-Iaj5d08PXoCJcgxqywpujmqjsfe" data-list="bullet">
<div>- PRIME代幣將於12月31日解鎖，代幣供應總量的1.47%。</div>
</li>
<li class="ace-line ace-line old-record-id-LIR9dme8PocyMLxCNDUu5NpHs0f" data-list="bullet">
<div>- OP代幣將於12月31日解鎖，代幣供應總量的2.55%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusn3SRfdAaHtvWGc7tSQ8fPK">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxus3ShNgWSYkvKJa2xEaT9fqQ">點擊<a rel="nofollow" href="https://chainupgroup.larksuite.com/share/base/form/shruso3ZBWdvpzRlCT4jwnicgrb">這裡</a>訂閱每週市場洞察和獨家深度研報。</div>
</div>




熱點新聞



- 比特幣自創世區塊以來經歷15年11個月又1天後突破100,000美元。過去一週，比特幣ETF錄得27.3億美元的資金流入，而以太坊ETF達到創紀錄的8.3669億美元流入。以太坊連續三週表現優於比特幣，上週取得8%

每週市場洞察: 12月 第2週 

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<div class="ace-line ace-line old-record-id-doxuspsKQb1sJLUJnDmEMonv1Ph">
<div>
<h2 class="heading-2"><strong>熱點新聞</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-Fmmwd6Vqgozg6mxBtYoubPYbsAe" data-list="bullet">
<div>- 比特幣價格上週下跌0.88%，回落至近91,000美元的水平。鏈上數據顯示，實現利潤的大多數地址都是長期持有者，尤其是從2022年到2023年累計BTC的地址。同時，比特幣ETF淨流出達到1.3807億美元。儘管如此，加密恐懼與貪婪指數依然維持在70以上。</div>
</li>
<li class="ace-line ace-line old-record-id-LCz0dlqSJopM5RxrPkluwNAbsPh" data-list="bullet">
<div>- 12月可能成為比特幣達到10萬美元里程碑的關鍵月份。歷史上，類似2016年和2020年的減半年，12月比特幣分別錄得30.8%和46.92%的漲幅，這一歷史數據為今年市場表現提供希望。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusu93tKy2ow9erduySndoEzb">&nbsp;</div>
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<div>
<h2 class="heading-2"><strong>宏觀展望</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-HcYLdi7TlohwruxT7m4uKmCDs9d" data-list="bullet">
<div>- 上週公布的FOMC會議紀要顯示，未來的降息步伐將逐步進行。與會者不確定中性利率的水平，但仍然相信通脹率將升至2%，通脹的來源不是工資。市場將12月份降息25個基點的概率從50.9%提高到67.1%。</div>
</li>
<li class="ace-line ace-line old-record-id-NFHfdAleFo357YxqQlouLJQTsLb" data-list="bullet">
<div>- 美國10月份耐用品訂單增長0.2%，低於0.5%的預期。美國Q3GDP的第二次估計爲2.8%，與預期相符。10月份核心個人消費支出環比增長0.3%，也在市場估計範圍內。10月份個人消費支出價格同比上漲2.3%，與預期一致。10月份個人收入增長0.6%，高於0.3%的預測。10月份個人支出增長0.4%，也略高於0.3%的預期。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxus3I3cTk8IV3xl6FhXYYBIhk">&nbsp;</div>
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<div>
<h4 class="heading-4"><strong>即將到來的經濟日曆包括：</strong></h4>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-YQOZdcrbmo6cuPxCMhiuoLSns0f" data-list="bullet">
<div>- 星期一，12月2日 11:00晚上：美國11月ISM製造業PMI</div>
</li>
<li class="ace-line ace-line old-record-id-ZLOrdWi0Kof0HOxsrUgu6H2vsgg" data-list="bullet">
<div>- 星期二，12月3日 11:00晚上：美國10月JOLTs職位空缺</div>
</li>
<li class="ace-line ace-line old-record-id-V8DzdjYmToowLUxqdfluJ3lXs2e" data-list="bullet">
<div>- 星期三，12月4日 11:00晚上：美國11月ISM服務業PMI</div>
</li>
<li class="ace-line ace-line old-record-id-UfGQd0VC8oyQzCxmkC7uDBbYs1c" data-list="bullet">
<div>- 星期四，12月5日 2:45上午：Jerome Powell於《紐約時報》DealBook峰會演講</div>
</li>
<li class="ace-line ace-line old-record-id-Mnq9dv6ZWoWwvBxjs8nughuMsdb" data-list="bullet">
<div>- 星期五，12月6日 9:30晚上：美國11月非農就業和失業率數據</div>
</li>
<li class="ace-line ace-line old-record-id-YMerdeTnbokxFkxtRMeu9O2qsBg" data-list="bullet">
<div>- 星期五，12月6日 11:00晚上：密西根大學12月消費者信心指數初值</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusCfdv63T62TwsH2tJPkvD5f">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusxV2ZfiWKfLba0iDLgPsmPg">
<div>
<h2 class="heading-2"><strong>加密貨幣市場速覽</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-ABlXdWjqeonyBZxeLpOuGwflsjc" data-list="bullet">
<div>- MicroStrategy再購買了<a rel="nofollow" href="https://www.microstrategy.com/press/microstrategy-acquires-55500-btc-and-achieves-btc-yield-of-35-qtd-and-59-ytd-now-holds-386700-btc_11-25-2024">55,500枚BTC</a>，目前總持有量達到386,700枚BTC。MARA也額外購買了<a rel="nofollow" href="https://x.com/MARAHoldings/status/1861848253362274469">703枚BTC</a>，總持有量達到6,474枚BTC。</div>
</li>
<li class="ace-line ace-line old-record-id-MwYJdJfRnol3GWxGAEMuiu4Isfa" data-list="bullet">
<div>- WisdomTree在特拉華州提交了XRP ETF的申請。</div>
</li>
<li class="ace-line ace-line old-record-id-XY1GdUvTlodrsGxYyZsuwE5Jsrd" data-list="bullet">
<div>- Valour在瑞典的Spotlight股票市場推出<a rel="nofollow" href="https://www.prnewswire.com/news-releases/defi-technologies-subsidiary-valour-launches-first-dogecoin-doge-etp-in-the-nordics-on-spotlight-stock-market-302316272.html">DOGE ETP</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-Y2u5ddU1MoCvj0xAKcGumikVs1e" data-list="bullet">
<div>- 21Shares在歐洲交易所阿姆斯特丹和巴黎市場新增4種ETP，分別包括<a rel="nofollow" href="https://x.com/21Shares/status/1861333216919166998">RNDR、PYTH、ONDO和NEAR</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-JbmVdVtloov6T4xSi4FumOhBs4d" data-list="bullet">
<div>- 美國法院裁定，OFAC（外國資產控制辦公室）對<a rel="nofollow" href="https://www.reuters.com/legal/court-overturns-us-sanctions-against-cryptocurrency-mixer-tornado-cash-2024-11-27/">Tornado Cash</a>的制裁超出了其權限範圍。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusubRE83dhR1lQi8dMWUXx3g">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusK5xvUTSlFz9hrcAEbSwnse">&nbsp;&nbsp;<strong>第1層和第2層公鏈</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-ObU8doORQoxBdZxrcQAuthLSszg" data-list="bullet">
<div>- Ripple宣布與Archax合作，將<a rel="nofollow" href="https://ripple.com/ripple-press/archax-provides-access-to-abrdn-money-market-fund-on-the-xrp-ledger-in-collaboration-with-ripple/?utm_campaign=&amp;utm_medium=organic_social&amp;utm_source=twitter">代幣化的貨幣市場基金</a>引入XRP Ledger。</div>
</li>
<li class="ace-line ace-line old-record-id-ZBTadnPZtowPNVxVxX1uMvNnsqg" data-list="bullet">
<div>- Movement Labs宣布與<a rel="nofollow" href="https://x.com/movementlabsxyz/status/1861832531437650036">Celestia</a>集成，允許Move鏈將Blob數據發布到Celestia。此外，Movement還推出了<a rel="nofollow" href="https://www.movementnetwork.xyz/article/movement-foundation-move-token">MOVE</a>代幣，作為其二層網絡的質押抵押品和Gas代幣。50%的代幣分配給生態系統、社群和初始申領者。</div>
</li>
<li class="ace-line ace-line old-record-id-IiwzdZfi8ovlHRxwsmduONu2smf" data-list="bullet">
<div>- 多虛擬機一層網絡Supra推出第一階段<a rel="nofollow" href="https://x.com/SUPRA_Labs/status/1862174328915128382">主網</a>，支持EVM和MoveVM，SVM和CosmWasm即將上線。</div>
</li>
<li class="ace-line ace-line old-record-id-LTSBd9YhMoUlqhxpfhtuv9wOskf" data-list="bullet">
<div>- Sonic推出<a rel="nofollow" href="https://blaze.soniclabs.com/">Blaze</a>測試網2.0，目前的最終確認時間約為840毫秒。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusXaQdS8YSShobb1bJQ0fS5b">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusxZY5D5rzpcibG2ctcM1Xgf">&nbsp;&nbsp;<strong>Dapps</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-IKJXd7lfXooM41x8UkluXGk3swb" data-list="bullet">
<div>- Hyperliquid推出<a rel="nofollow" href="https://hyperfnd.medium.com/hype-genesis-1830a4dc2e3f">HYPE</a>代幣，其中31%分配給初始空投，38.89%用於未來釋放和獎勵。該代幣將用作HyperBFT的質押抵押品和Gas代幣。HYPE代幣的FDV略低於100億美元，平台在未平倉合約、交易量、每日新增用戶和每日流入資金方面創下新高。</div>
</li>
<li class="ace-line ace-line old-record-id-G5rid1nGGonocBxhzJtuD1nrsgh" data-list="bullet">
<div>- Hyperlane與Velodrome Finance合作推出<a rel="nofollow" href="https://x.com/hyperlane/status/1860102826824994820">Superlane</a>，這是一個互操作性層，支持對Optimism Superchain的無許可跨鏈解決方案。</div>
</li>
<li class="ace-line ace-line old-record-id-LybYdO1ldo759wxG7I3ubKDMs2f" data-list="bullet">
<div>- EtherVista在<a rel="nofollow" href="https://x.com/ethervista/status/1861181882173411702">Base</a>上推出Etherfun，該網絡產生的費用將用於回購和銷毀VISTA代幣。</div>
</li>
<li class="ace-line ace-line old-record-id-UEEZdLoYgoLKWpxM3XSubO64sgg" data-list="bullet">
<div>- Pendle在<a rel="nofollow" href="https://x.com/pendle_fi/status/1861756886384877890?s=46&amp;t=jshF8V_1Mj-ozrPLlkmPzQ">Base</a>上線，首先推出的資產包括cbETH和BTC。</div>
</li>
<li class="ace-line ace-line old-record-id-ZzmRdxKuaoba4yxgJt7uafk4sFd" data-list="bullet">
<div>- 1inch推出<a rel="nofollow" href="https://x.com/1inch/status/1861057933267599595">Fusion+</a>，為所有用戶提供基於意圖的跨鏈代幣交換功能。</div>
</li>
<li class="ace-line ace-line old-record-id-Cdpndc2Pyol1gLxDIUOuoGRGsNg" data-list="bullet">
<div><a rel="nofollow" href="https://x.com/bonsaitoken404/status/1860036259609289075">- Bons(ai)</a> 推出了一個鏈上代理平台，所創建的代理可以通過基於提示的學習進行交易、連接和進化。這些代理可以追蹤社交趨勢、識別代幣、執行交易並創建迷因幣。</div>
</li>
<li class="ace-line ace-line old-record-id-HCpKdVKK3oYGT4xYgaNuahI5sxe" data-list="bullet">
<div>- 孫宇晨向World Liberty Financial投資了<a rel="nofollow" href="https://x.com/justinsuntron/status/1861121947372773545">3000萬美元</a>，成為該平台的最大投資者。</div>
</li>
<li class="ace-line ace-line old-record-id-WVJCdhouQoJlXUxnPX4uH0F4sae" data-list="bullet">
<div>- Liquity在測試網上推出<a rel="nofollow" href="https://x.com/LiquityProtocol/status/1861720661984776262">V2</a>版本。V2或BOLD具有用戶設定的利率、原生穩定幣收益、多抵押品支持和LQTY質押者的實際收益。</div>
</li>
<li class="ace-line ace-line old-record-id-TWlBd2GF8oIfoQxTiHauMtsns9d" data-list="bullet">
<div>- Binance宣布下架REN後，暗池協議團隊發推表示其<a rel="nofollow" href="https://x.com/renprotocol/status/1861441088524812683">v2</a>版本即將推出。</div>
</li>
<li class="ace-line ace-line old-record-id-DL5EdF1ufo7SGexbsXQuQrYrsNd" data-list="bullet">
<div>- Flashbot推出<a rel="nofollow" href="https://x.com/SheaKetsdever/status/1861480598000304148">BuiderNet</a>，這是一個運行在可信執行環境（TEEs）上，並與用戶共享MEV和Gas費用的去中心化的以太坊區塊構建網絡。</div>
</li>
<li class="ace-line ace-line old-record-id-PFAudDdugocqvexCzwQu1k4Ss7b" data-list="bullet">
<div>- Elixir的deUSD（BUIDL基金的DeFi版本）宣布<a rel="nofollow" href="https://news.curve.fi/curve-elixir-blackrock/">Curve</a>為主要流動性中心。</div>
</li>
<li class="ace-line ace-line old-record-id-U2p4dSj04oPEyIx81y2ug7JSsbf" data-list="bullet">
<div>- 通過Farcaster帖子啟動代幣的平台Clanker，宣布與創建代幣的用戶分享<a rel="nofollow" href="https://warpcast.com/proxystudio.eth/0x095db9ad">40%</a>的費用分成。該平台還創建了ANON代幣，這是一個之前被Vitalik購買的代幣，用於在Farcaster中發布匿名帖子。團隊計劃推出Anonfun，允許用戶通過兩種協議功能匿名創建代幣。</div>
</li>
<li class="ace-line ace-line old-record-id-VSGddDv3Qo1NKTxySvnu5qmEsrd" data-list="bullet">
<div>- Helium通過了<a rel="nofollow" href="https://x.com/HeliumFndn/status/1861886374963728603">HIP-138</a>提案，簡化了Helium生態系統，逐步淘汰IOT和MOBILE代幣，直接以HNT獎勵所有參與者。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxuspYQHz165O3rhSZzgwDiE5M">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxus1DfQyPxPwtTkWQR6rj8G6e">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxuscYuLi0sQUfGv0q56ZjPhQc">
<div>
<h2 class="heading-2"><strong>治理/項目更新</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-TXuydUIZConjE6xMMDIusakks9f" data-list="bullet">
<div>- 鏈抽象網絡 Particle Network 預計將於12月3日推出<a rel="nofollow" href="https://x.com/ParticleNtwrk/status/1861756691538231458">鏈上交易</a>功能。</div>
</li>
<li class="ace-line ace-line old-record-id-VxAod9an4oYTM0x0EBEu5IbksRg" data-list="bullet">
<div>- Jupiter完成了首輪Jupuary投票，其中<a rel="nofollow" href="https://x.com/JupiterExchange/status/1862538626900664780">58%</a>的投票者支持基線計劃。然而，團隊希望在此提案中達成70%的超級多數。本週預計將進行第二輪投票。</div>
</li>
<li class="ace-line ace-line old-record-id-DPS4dpJGbo9y4xxdnX8uoF9IsWd" data-list="bullet">
<div>- Kaia宣布，LINE上的<a rel="nofollow" href="https://x.com/KaiaChain/status/1861596174446403711">Mini Dapps</a>將於2025年1月上線，Dapp Portal SDK預計將於2024年12月推出。</div>
</li>
<li class="ace-line ace-line old-record-id-DNS8dcpUBo3u68xxWFcuZQXqsef" data-list="bullet">
<div>- Farcaster宣布推出<a rel="nofollow" href="https://x.com/dwr/status/1861191168501194938">Frames v2</a>，支持全屏應用、類瀏覽器渲染、鏈上交易請求以及更好的用戶體驗。本週預計還將推出更多功能，完整穩定版本預計於2025年第一季度發布。</div>
</li>
<li class="ace-line ace-line old-record-id-IY2Cd2MGCopZ6yxGUORus2RCsYg" data-list="bullet">
<div>- Polkadot 2.0將於<a rel="nofollow" href="https://x.com/paritytech/status/1862463817420038544">2025年第一季度</a>推出，包括異步打包（加快區塊生成速度）、靈活核心時間（優化驗證者資源）和彈性擴展（按需增加網絡容量）。</div>
</li>
<li class="ace-line ace-line old-record-id-Otp4dhrtyoy6Ppxc4epuardNsbf" data-list="bullet">
<div>- TON網絡推出<a rel="nofollow" href="https://blog.ton.org/unlocking-the-future-of-bitcoin-with-ton-teleport-btc">tgBTC</a>，目前處於測試網階段，主網上線預計於2025年第二季度完成。</div>
</li>
<li class="ace-line ace-line old-record-id-XkWTdQk14o2JEdxtphyu66GysJe" data-list="bullet">
<div>- GMX提議將回購和分配比例從<a rel="nofollow" href="https://gov.gmx.io/t/gmx-increasing-buyback-distribute-fee-coverage-from-27-to-90/4175">27%提升至90%</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-E1Jfd1OuFoRCPVxIZJ7u0Nwcslb" data-list="bullet">
<div>- Berachain基金會提議對Morpho Blue進行<a rel="nofollow" href="https://forum.morpho.org/t/morpho-blue-license/1084">友好分叉</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-FVQRdPVBwoBNEVxQY8Cu239Usfk" data-list="bullet">
<div>- Instadapp提議利用INST總供應量的<a rel="nofollow" href="https://gov.instadapp.io/t/enhance-inst-liquidity-through-protocol-owned-liquidity-pool-on-fluid-dex/960">5%</a>建立協議擁有的流動性池。</div>
</li>
<li class="ace-line ace-line old-record-id-I3sHd6rJoomAesxIxdCuHIZrsAd" data-list="bullet">
<div>- Synthetix提議收購TLX，作為推出&ldquo;<a rel="nofollow" href="https://blog.synthetix.io/synthetix-vaulting-into-2025/">Synthetix Vaults</a>&rdquo;系列產品策略的一部分。</div>
</li>
<li class="ace-line ace-line old-record-id-BLgddYJOvomUnTxm32TuN9n1sdg" data-list="bullet">
<div>- Sonic聯合創始人Andre Cronje暗示將推出一個&ldquo;真正的&rdquo;AMM（或<a rel="nofollow" href="https://x.com/AndreCronjeTech/status/1861064120218370554">Solidly v2</a>），旨在處理穩定幣、波動性資產對以及高度相關的波動性資產對。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxus6CNIBo0fS6ofemPylsviSg">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusWxYakahDQhRxILuLxmNbzd">
<div>
<h2 class="heading-2"><strong>代幣解鎖</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-CNiqdpObcoaBjCx1DJ4uH5JBs74" data-list="bullet">
<div>- SUI代幣將於12月3日解鎖，代幣供應總量的2.87%。</div>
</li>
<li class="ace-line ace-line old-record-id-H3SRdsNmaoSWa3xKZbGuXGqDsyf" data-list="bullet">
<div>- JTO代幣將於12月7日解鎖，代幣供應總量的103.9%。</div>
</li>
<li class="ace-line ace-line old-record-id-F38BdLT2ro1sGMx0ADuufQD6std" data-list="bullet">
<div>- IO代幣將於12月11日解鎖，代幣供應總量的2.88%。</div>
</li>
<li class="ace-line ace-line old-record-id-WMdAdUWcroYFiQx9mFauU2iSscr" data-list="bullet">
<div>- APT代幣將於12月12日解鎖，代幣供應總量的2.11%。</div>
</li>
<li class="ace-line ace-line old-record-id-Gms5d4tpnotd5PxDMdVuWVOxsHd" data-list="bullet">
<div>- STRK代幣將於12月15日解鎖，代幣供應總量的2.84%。</div>
</li>
<li class="ace-line ace-line old-record-id-Vqtedy7Cso1FFFxHXzRundwYspe" data-list="bullet">
<div>- ARB代幣將於12月16日解鎖，代幣供應總量的2.26%。</div>
</li>
<li class="ace-line ace-line old-record-id-Rg3Ed0MVxoMSU9xG1W5ulsidsnh" data-list="bullet">
<div>- APE代幣將於12月17日解鎖，代幣供應總量的2.16%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusM6wohVdnQUSmeHdlmWKSXb">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxus0xb5W4yRf1bc4NvgdF66zc">點擊<a rel="nofollow" href="https://chainupgroup.larksuite.com/share/base/form/shruso3ZBWdvpzRlCT4jwnicgrb">這裡</a>訂閱每週市場洞察和獨家深度研報。</div>
</div>




熱點新聞



- 比特幣價格上週下跌0.88%，回落至近91,000美元的水平。鏈上數據顯示，實現利潤的大多數地址都是長期持有者，尤其是從2022年到2023年累計BTC的地址。同時，比特幣ETF淨流出達到1.3807億美元。儘管如

每週市場洞察: 12月 第1週

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<div class="ace-line ace-line old-record-id-doxusTcfCP4Yfw4HducqziWJm8b">
<div>
<h2 class="heading-2"><strong>熱點新聞</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-doxusiWNZMHrZ0ctOQeWVlXn2pD" data-list="bullet">
<div>- 比特幣價格上週飆升9%，接近突破關鍵的10萬美元大關，僅差400美元。此次反彈可能受到IBIT期權交易啟動的推動，這有助於提升流動性，並且美國證券交易委員會（SEC）主席Gary Gensler宣布將於2025年1月20日<a rel="nofollow" href="https://x.com/GaryGensler/status/1859658192298574096">卸任</a>，激發了市場對潛在監管變化的樂觀情緒。</div>
</li>
<li class="ace-line ace-line old-record-id-IE8AdH9XpokgOsxR75vumuy6soh" data-list="bullet">
<div>- 貝萊德（Blackrock）比特幣ETF，IBIT，開始在納斯達克進行<a rel="nofollow" href="https://www.cnbc.com/2024/11/19/bitcoin-etf-options-begin-trading-offering-a-new-way-to-hedge-bitcoin-exposure.html">期權</a>交易，首日的名義交易量為19億美元，包括289,000份看漲期權與65,000份看跌期權。<a rel="nofollow" href="https://www.bloomberg.com/news/articles/2024-11-22/cboe-to-launch-cash-settled-bitcoin-etf-options-as-crypto-booms">芝加哥期權交易所（Cboe）</a>也宣布將很快推出現金結算的比特幣ETF期權。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxus0cjVxzWrOMCquDMrMUbg3g">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusbLizN8R69x8OkGadgYBpG4">
<div>
<h2 class="heading-2"><strong>宏觀展望</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-doxusS9njKOCkAdIEPnEdymvvVZ" data-list="bullet">
<div>- 本週美國市場交易時間將縮短，感恩節假期將於週四結束，並且週五因黑色星期五活動提前在下午1點結束交易。</div>
</li>
<li class="ace-line ace-line old-record-id-MiypdLOfuo83RQxHghauwUpzslc" data-list="bullet">
<div>- 市場情緒略有變化，市場對12月25基點降息的概率從一週前的61.9%降至50.9%。此外，對美聯儲政策走向的預期顯示，到2025年底，降息三次（合計75基點）的概率為51.7%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusnOSI4AekcDQSLmpAklUgmf">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusifNdcFJnqnScvaYf7uFcUe">
<div>
<h4 class="heading-4"><strong>即將到來的經濟日曆包括：</strong></h4>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-BSA0dnK7SoZDT0x66ZfuZeGVstc" data-list="bullet">
<div>- 星期三，11月27日 3:00上午：FOMC會議紀要</div>
</li>
<li class="ace-line ace-line old-record-id-QPfkdYbJOoTA80xRuXXubv7asNd" data-list="bullet">
<div>- 星期三，11月27日 9:30晚上：美國10月核心PCE物價指數、10月耐用品訂單、第三季度GDP第二次預估、10月個人收入與支出</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusPFbwPfc2RG14KvH0KAjFhd">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusmAwq5fRS2NMEzPASJUUlgf">
<div>
<h2 class="heading-2"><strong>加密貨幣市場速覽</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-doxusp300t3kPIi784bdGxyy71H" data-list="bullet">
<div>- 據報導，特朗普政府計劃設立一個加密貨幣顧問<a rel="nofollow" href="https://www.reuters.com/technology/crypto-industry-jockeys-seats-trumps-promised-council-2024-11-21/">委員會</a>，以推動加密立法，協調多機構監管並實施比特幣儲備策略。</div>
</li>
<li class="ace-line ace-line old-record-id-MORwd4c2yoyPsFxT3PzuDBMgsYg" data-list="bullet">
<div>- 特朗普媒體與科技集團（Trump Media &amp; Technology Group）正在洽談收購加密貨幣集中交易所<a rel="nofollow" href="https://www.ft.com/content/d7f921d5-3668-4b6b-a98d-2681ad73610f">Bakkt</a>，該公司還為&ldquo;<a rel="nofollow" href="https://www.nytimes.com/2024/11/21/business/trump-media-crypto-payment-service.html">TruthFi</a>&rdquo;平台提交了商標申請，該平台旨在支持加密支付、託管及數字資產交易。</div>
</li>
<li class="ace-line ace-line old-record-id-JDkAd5Skeo516Tx2mo8uFfiWsHh" data-list="bullet">
<div>- MicroStrategy再次收購了<a rel="nofollow" href="https://www.microstrategy.com/press/microstrategy-acquires-51780-btc-and-achieves-btc-yield-of-20-qtd-and-41-ytd-now-holds-331200-btc">51,780個比特幣</a>，並完成了規模達<a rel="nofollow" href="https://www.microstrategy.com/press/microstrategy-completes-3-billion-offering-of-convertible-senior-notes-due-2029-at-0-coupon-and-55-conversion-premium_11-21-2024">30億美元</a>的可轉換債券發行，票面利率為0%，轉換溢價為55%。</div>
</li>
<li class="ace-line ace-line old-record-id-O29WdQMBVoTumVxxpwouIdq0sfc" data-list="bullet">
<div>- Bitwise在特拉華州註冊了<a rel="nofollow" href="https://cointelegraph.com/news/bitwise-registers-solana-etf-delaware">Solana 現貨 ETF</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-Rq4UdLEf7oA737xVhm2uF13zsih" data-list="bullet">
<div>- 幣安（Binance）推出了19.5%年化收益率的<a rel="nofollow" href="https://www.binance.com/en/futures/BFUSD">BFUSD</a>。這種新型的收益資產可以用作其槓桿交易的抵押品，並根據VIP等級對每個用戶的報價進行限制。Coinbase則宣布其Coinbase錢包中的USDC<a rel="nofollow" href="https://www.coinbase.com/en-sg/blog/Coinbase-Wallet-USDC-Rewards">年化收益率為4.7%</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-SxjLdBB7TobROLxm6zrudW3Uscd" data-list="bullet">
<div>- 泰達（Tether）推出了<a rel="nofollow" href="https://hadron.tether.to/">Hadron</a>平台，一個針對包括債券、大宗商品、股票、其他穩定幣和忠誠度積分等多種現實世界資產的代幣化平台。</div>
</li>
<li class="ace-line ace-line old-record-id-A0BRdCPSwoyVl6xZAhzuYyOHsQh" data-list="bullet">
<div>- 泰達（Tether）上週再次鑄造了50億USDT，同時Ethena的USDe供應量增加了大約7億，創下供應量20%的週增長率，並達到歷史最高供應量。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusJDxPM5uaHgNHQkzxyFcy2g">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxus2gdRoThE2lSgGR3caGuzWg">&nbsp;&nbsp;<strong>第1層和第2層公鏈</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-doxus7GNaHcqU2HNRl6gV5nlGic" data-list="bullet">
<div>- Astar Network宣布推出<a rel="nofollow" href="https://x.com/AstarNetwork/status/1859630651768492180">Astar Evolution 1.5</a>，實現了ASTR與OP超鏈及Soneium去中心化應用（dApp）的整合。</div>
</li>
<li class="ace-line ace-line old-record-id-FkBVdxkESojGvnxzPiUuZzR6scf" data-list="bullet">
<div>- IOTA宣布推出&nbsp;<a rel="nofollow" href="https://x.com/iota/status/1858510529976762695">IOTA Rebased</a>，對其主網進行升級，以實現MoveVM和EVM的並行處理。</div>
</li>
<li class="ace-line ace-line old-record-id-GppwdIIXvow8qrxEWRru81uhsvd" data-list="bullet">
<div>- Taiko在主網上推出了多重證明（<a rel="nofollow" href="https://x.com/taikoxyz/status/1855990091946295477">Multi-Proofs</a>），實現了由RiscZero和Succinct支持的多重ZK證明。</div>
</li>
<li class="ace-line ace-line old-record-id-BXIEdzdmLoFsSrx0L2cuLFqLsne" data-list="bullet">
<div>- Startnet推出<a rel="nofollow" href="https://community.starknet.io/t/starknet-v0-13-3/115053">Startnet v0.13.3</a>，使Blob gas交易成本降低5倍。</div>
</li>
<li class="ace-line ace-line old-record-id-E1lvdqv3Pog0rfxPS7XuZg0asNe" data-list="bullet">
<div>- Mode推出了<a rel="nofollow" href="https://x.com/modenetwork/status/1859620976633200657">AI Agent應用商店</a>，旨在為DeFi中的AI代理發現和使用提供平台。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxuscuAZtQNle6DHBif2XHaX1r">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusViFEZnKGRIt6QsnJzkjEbf">&nbsp;&nbsp;<strong>Dapps</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-doxusX7boSMpnyretl3IPTJnUlg" data-list="bullet">
<div>- Sky Protocol宣布將Sky Savings Rate提高至<a rel="nofollow" href="https://x.com/SkyEcosystem/status/1858513349710913608">8.5%</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-QljTdBANboqMsaxqNf0uFqBhsOe" data-list="bullet">
<div>- Ethena宣布與<a rel="nofollow" href="https://x.com/ethena_labs/status/1859906528314339690">Deribit</a>合作，將USDe引入平台作為衍生品保證金抵押品，並賺取回報。</div>
</li>
<li class="ace-line ace-line old-record-id-EMhEd3LRGobOm2xdKJSuHVawsEh" data-list="bullet">
<div>- Elixir推出了<a rel="nofollow" href="https://x.com/elixir/status/1858862892440854917">deUSD</a> RWA機構計劃，與Securitize合作，允許BUIDL和其他RWA持有者無縫接入DeFi。</div>
</li>
<li class="ace-line ace-line old-record-id-HLkOdJsLhog9FJxQCkvu0vwhsWh" data-list="bullet">
<div>- dYdX推出了<a rel="nofollow" href="https://x.com/dYdX/status/1859279798473764959">MegaVault</a>，提供流動性並從倉位的盈虧、交易費用收入份額及其他激勵中賺取收益。</div>
</li>
<li class="ace-line ace-line old-record-id-OKAFd9yBZo6NsyxpAU2uYY2MsPd" data-list="bullet">
<div>- Injective正式推出了<a rel="nofollow" href="https://x.com/injective/status/1858902461366345774">iAgent</a>，為開發者提供SDK，以創建自己的鏈上AI代理。</div>
</li>
<li class="ace-line ace-line old-record-id-FfXfdLtKFoekNaxDQIEuEVFBshf" data-list="bullet">
<div>- INFINIT推出了<a rel="nofollow" href="https://x.com/Infinit_Labs/status/1859567557185044501">INFINIT Launcher</a>，能夠在數分鐘內啟動代幣發行並與AI代理配合。</div>
</li>
<li class="ace-line ace-line old-record-id-Q1MgdopFuomGFjxBPW4uaNxns5g" data-list="bullet">
<div>- Solana上的AI架構協議TARS AI宣布團隊已正式加入<a rel="nofollow" href="https://x.com/tarsprotocol/status/1859524040282821105">NVIDIA開發者計劃</a>，開放150個先進的SDK以加速開發。</div>
</li>
<li class="ace-line ace-line old-record-id-GUkmdo0tXobm5Pxsd1DuJN1BsZJ" data-list="bullet">
<div>- Memecoin貨幣市場Blendy的<a rel="nofollow" href="https://x.com/BlendyProtocol/status/1859250447850017204">測試網</a>現已上線。</div>
</li>
<li class="ace-line ace-line old-record-id-WfWFdFmHEoUkj2xiZCXupDfZsOg" data-list="bullet">
<div>- ORA基金會推出ORA代幣，總供應量為3.33億，旨在用於初始模型發行（IMO）訪問、節點質押和治理。該基金會計劃通過<a rel="nofollow" href="https://ethresear.ch/t/explanation-of-daicos/465">DAICO</a>募資，這是一種由Vitalik於2018年提出的籌資模型，允許代幣持有者根據階段性釋放募資資金給項目團隊。</div>
</li>
<li class="ace-line ace-line old-record-id-AuVxdipATo0ZgixpH4WuxMZls6f" data-list="bullet">
<div>- 雲端遊戲DePIN協議<a rel="nofollow" href="https://x.com/YOM_Official/status/1857484300993835329">YOM</a>以及去中心化計算協議<a rel="nofollow" href="https://x.com/peaq/status/1858880874843984094">aZEN</a>，都宣布從Solana遷移到Peaq Network。</div>
</li>
<li class="ace-line ace-line old-record-id-Kmk3dL7kSodXlZxYmEDumI3Es7g" data-list="bullet">
<div>- Morpho Labs的MORPHO代幣現已<a rel="nofollow" href="https://x.com/MorphoLabs/status/1859923650725736918">上線</a>，根據DeFiLlama數據，其FDV約為7億美元，TVL達到歷史最高的34億美元。</div>
</li>
<li class="ace-line ace-line old-record-id-N47tdomUxom9Rax4YnTuAWSusic" data-list="bullet">
<div>- 麥當勞與<a rel="nofollow" href="https://cointelegraph.com/magazine/110m-doodles-coffee-cups-appear-mcdonalds-us-nft-collector/">Doodles</a>合作，在全美推出了110萬個咖啡杯。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-RAvkdEalqoRC5fxvNB8uezmPsFe">&nbsp;</div>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxus5iW9tjT8NLLTWIIg0js0mk">
<div>
<h2 class="heading-2"><strong>治理/項目更新</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-doxuskZyCaCFhcwx7fVIdhKspbh" data-list="bullet">
<div>- Starknet的STRK<a rel="nofollow" href="https://voyager.online/staking-dashboard">質押</a>預計將於本週在主網上線。</div>
</li>
<li class="ace-line ace-line old-record-id-OYs5dObmmoBV8wxvC3oubbZyswc" data-list="bullet">
<div>- Ethereum的二層網絡Zircuit預計將於11月25日啟用<a rel="nofollow" href="https://x.com/ZircuitL2/status/1859867590321111478">ZRC</a>代幣的可轉移性。</div>
</li>
<li class="ace-line ace-line old-record-id-XwGNdRPvcolWhZxRHY9uR03us9e" data-list="bullet">
<div>- Jupiter將於11月25日至29日進行第一次<a rel="nofollow" href="https://x.com/weremeow/status/1860429864744157611">Jupuary投票</a>，提議進行兩次額外的Jupuary空投，空投量為7億JUP（目前流通供應量的51.85%），且無鎖倉期。</div>
</li>
<li class="ace-line ace-line old-record-id-LU0XdMF9moib9JxRaMcuHMHsssf" data-list="bullet">
<div>- Avalanche預計於11月25日發布<a rel="nofollow" href="https://x.com/AvalancheFDN/status/1858940053533454645">Fuji9000</a>升級，是Avalanche9000升級前的最後一次升級。</div>
</li>
<li class="ace-line ace-line old-record-id-QR85dpF3kofEm9xYa4BuSEivsUe" data-list="bullet">
<div>- Chromia預計於12月3日推出<a rel="nofollow" href="https://x.com/Chromia/status/1858874387513938410">Asgrad升級</a>，推出Chromia Extensions，旨在擴展Chromia的模塊化框架。</div>
</li>
<li class="ace-line ace-line old-record-id-Ex4TdHNaNoQz82xlqB2urfLasah" data-list="bullet">
<div>- Solana和Bitcoin上占主導地位的NFT市場Magic Eden計劃於12月10日發布<a rel="nofollow" href="https://x.com/MEFndn/status/1859994632555549007">ME</a>代幣。</div>
</li>
<li class="ace-line ace-line old-record-id-SbJ8dsvKromoACx5G49uNaEPske" data-list="bullet">
<div>- Jito提議允許JTO在節點共識網絡（NCN）中進行質押，並通過<a rel="nofollow" href="https://forum.jito.network/t/jip-10-decision-market-on-whether-to-adopt-jto-in-the-tiprouter-ncn-protocol-development/463">TipRouter</a>將15個基點的Jito Tips分配給JTO質押者。</div>
</li>
<li class="ace-line ace-line old-record-id-RAbbdLDTeosaCcxDTkiuSI7UsF8" data-list="bullet">
<div>- Aave提議購買價值400萬美元的<a rel="nofollow" href="https://governance.aave.com/t/arfc-fluid-alignment-with-inst-purchase/19921">INST</a>代幣，與Instadapp建立友好的合作關係。INST代幣當天漲幅約20%，FDV為4.63億美元。</div>
</li>
<li class="ace-line ace-line old-record-id-TlFTdY45yoP95AxqkISuKhYssJg" data-list="bullet">
<div>- 據報導，Monad將分階段推出其公開<a rel="nofollow" href="https://www.theblock.co/post/327005/monad-testnet?utm_source=twitter&amp;utm_medium=social">測試網</a>。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxuspeoaE2vFKNYYlIeeMVoYjg">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusuFYjEoYzIErg6QHoA3Vvnd">
<div>
<h2 class="heading-2"><strong>代幣解鎖</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-W6judhFOGoHrtexjpebuEGKTsSf" data-list="bullet">
<div>- GRASS代幣將於11月28日解鎖，代幣供應總量的1.52%。</div>
</li>
<li class="ace-line ace-line old-record-id-WBR3dIvJOoUtUixEB04u6EQMsEh" data-list="bullet">
<div>- IMX代幣將於11月29日解鎖，代幣供應總量的1.46%。</div>
</li>
<li class="ace-line ace-line old-record-id-JMOudGJ5roWSnYxIgBIupmz1sQd" data-list="bullet">
<div>- OP代幣將於11月30日解鎖，代幣供應總量的2.56%。</div>
</li>
<li class="ace-line ace-line old-record-id-QgyxdFXY3oNa5Vx35dEunj2kshg" data-list="bullet">
<div>- TAI代幣將於12月2日解鎖，代幣供應總量的6.5%。</div>
</li>
<li class="ace-line ace-line old-record-id-ZOqGdbqwVoIalTx6aLDuXLn1sDg" data-list="bullet">
<div>- SUI代幣將於12月3日解鎖，代幣供應總量的2.87%。</div>
</li>
<li class="ace-line ace-line old-record-id-WiJVd8WNGo43Rxx4LePu57KysHh" data-list="bullet">
<div>- JTO代幣將於12月7日解鎖，代幣供應總量的103.9%。</div>
</li>
<li class="ace-line ace-line old-record-id-KCjfdS5hZodcWWxadRXu6T3xsZg" data-list="bullet">
<div>- IO代幣將於12月11日解鎖，代幣供應總量的2.88%。</div>
</li>
<li class="ace-line ace-line old-record-id-V6aJdN2VXo9XxqxzUPWulcsQsbh" data-list="bullet">
<div>- APT代幣將於12月12日解鎖，代幣供應總量的2.11%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusUofTmCSEWHnoXT1ZCTF02d">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusikydFNiq1faFekAbSKyWuf">點擊<a rel="nofollow" href="https://chainupgroup.larksuite.com/share/base/form/shruso3ZBWdvpzRlCT4jwnicgrb">這裡</a>訂閱每週市場洞察和獨家深度研報。</div>
</div>




熱點新聞



- 比特幣價格上週飆升9%，接近突破關鍵的10萬美元大關，僅差400美元。此次反彈可能受到IBIT期權交易啟動的推動，這有助於提升流動性，並且美國證券交易委員會（SEC）主席Gary Gensler宣布將於2025年1

每週市場洞察: 11月 第5週

<div data-page-id="O7VndTafmo9MtAxrvWsum0Yss9e" data-lark-html-role="root" data-docx-has-block-data="false">
<h1 class="heading-1 ace-line old-record-id-doxuscg30PlpmIDUvrPQ0VYE4wf"><span style="font-size: 14pt;"><strong>熱點新聞</strong></span></h1>
<div class="ace-line ace-line old-record-id-doxussa2uG48VRelRysFDBZZN9c">
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-doxus440D7fQvNzqKy4EGKrGIob" data-list="bullet">
<div>比特幣繼續觸及93,430美元的歷史新高，上週以11.75%的周漲幅收盤，比特幣市值觸及1.778萬億美元，超過白銀市值。</div>
</li>
<li class="ace-line ace-line old-record-id-T9TVd6q0AoRgd5xOBwBuc3E9sCf" data-list="bullet">
<div>唐納德&middot;特朗普宣布成立政府效率部門（Department of Government Efficiency，DOGE），並任命埃隆&middot;馬斯克與維韋克&middot;拉馬斯瓦米領導該機構。狗狗幣（Dogecoin）上週上漲32%，而PEPE在Coinbase與Robinhood宣布上架後飆升72%。以太坊因PEPE交易而經歷短暫通縮期。同時，迷因幣的日交易量於11月14日創下約720億美元的新高。</div>
</li>
<li class="ace-line ace-line old-record-id-ZZQsdknTpoMlN4x3u9cuHwVIsDh" data-list="bullet">
<div>以太坊ETF上週淨流入創下新高，達到5.1517億美元。</div>
</li>
</ul>
</div>
</div>
<div class="ace-line ace-line old-record-id-NGIJd3g4KoIg4cxUIszudEMjsTe">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusPSJy0kKi0ua1XtkT4MiK6e">
<div>
<h2 class="heading-2"><strong>宏觀展望</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-doxusk1VJ05xFLUNAdANZE7HT7c" data-list="bullet">
<div>美國通脹率從9月的2.4%上升至10月的2.6%，符合市場預期。同時，10月生產者物價指數（PPI）上升0.2%，亦符合市場預期。</div>
</li>
<li class="ace-line ace-line old-record-id-SvT0dvip4oe04hxLdZeuRCEfseg" data-list="bullet">
<div>聯準會主席傑羅姆&middot;鮑威爾（Jerome Powell）上週五在達拉斯地區商會表示，在達成2%的通脹目標過程中預計會有&ldquo;波折&rdquo;。他強調，當前經濟尚無需聯準會急於降息的信號。市場將12月降息25個基點的概率從65%下調至62%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-FmX6dMvgtoyvGZxO2Y9uQGw5sbb">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxus3F2t4qLGk9tzrplEGavOPe">
<div>
<h2 class="heading-2"><strong>加密貨幣市場速覽</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-E107dWGQLomTV6xt2bpuMgS6sVb" data-list="bullet">
<div>德意志銀行（Deutsche Bank）宣布對其<a rel="nofollow" href="https://x.com/Memento_Bc/status/1854126014261272727">Memento ZKChain</a>進行技術更新，包括推出由zkSync支持的測試網及使用Axelar實現互操作性。</div>
</li>
<li class="ace-line ace-line old-record-id-HLVrdrRKsoFkncxfQzyukxO3sCh" data-list="bullet">
<div>Bitwise收購了非託管以太坊質押服務商<a rel="nofollow" href="https://x.com/BitwiseInvest/status/1856698856336969778">Attestant</a>，市場解讀此舉可能為支持質押功能的以太坊ETF鋪路。</div>
</li>
<li class="ace-line ace-line old-record-id-LhZldk4YHoVA5vxpqhYuFQYvsPb" data-list="bullet">
<div>Microstrategy再度購入<a rel="nofollow" href="https://www.microstrategy.com/press/microstrategy-announces-btc-atm-activity-raised-2-billion-purchased-27200-btc-now-holds-279420-btc-with-btc-yield-of-26-ytd">27,200枚比特幣</a>，目前資產負債表中持有279,420枚比特幣。</div>
</li>
<li class="ace-line ace-line old-record-id-GZfBdHqedocWN2xAOrzu4p91sod" data-list="bullet">
<div>賓夕法尼亞州提出<a rel="nofollow" href="https://www.palegis.us/house/co-sponsorship/memo?memoID=43298">《比特幣戰略儲備法案》</a>，計劃將州政府資金的10%分配至比特幣。該法案將於未來幾週提交共和黨主導的參議院審議，如通過，將提交州長簽署。</div>
</li>
<li class="ace-line ace-line old-record-id-TAGgdzBeIo64utxjveluZqF9s7f" data-list="bullet">
<div>Robinhood Crypto<a rel="nofollow" href="https://x.com/RobinhoodCrypto/status/1851900679985463737">重新上架</a>SOL、ADA、XRP和PEPE等代幣。</div>
</li>
<li class="ace-line ace-line old-record-id-EaAjdle2IojQA2xiScjuIdNJscb" data-list="bullet">
<div>Blackrock宣布將<a rel="nofollow" href="https://x.com/Securitize/status/1856698550190473462">BUIDL</a>擴展至Aptos、Arbitrum、Avalanche、Optimism和Polygon鏈上。</div>
</li>
<li class="ace-line ace-line old-record-id-NGnadQWCRodqD4xKHc4u1fWDs0b" data-list="bullet">
<div>VanEck在阿姆斯特丹及巴黎的泛歐交易所推出<a rel="nofollow" href="https://x.com/vaneck_eu/status/1856651228773552277">Sui ETN</a>產品。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxuseh8f1NWqwvLuJneCXXilJe">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxuslbKvv8LhAXfQBWRs3XNwdf">&nbsp;&nbsp;<strong>第1層和第2層公鏈</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-QT5jdfUTKo90mmxQKftubjuTsdf" data-list="bullet">
<div>以太坊研究員Justin Drake在DevCon上提出Beam Chain，這是共識層的升級，以實現4秒區塊時間、抗量子安全性、1 ETH質押要求以及客戶端層級的zkSNARK。預計2030年完成升級。</div>
</li>
<li class="ace-line ace-line old-record-id-NYQTdMfV5owpWBxnGOWuo8FHsse" data-list="bullet">
<div>ENS推出基於zkEVM的二層網絡<a rel="nofollow" href="https://x.com/ensdomains/status/1855826392283525496">Namechain</a>，旨在以低成本擴展ENS功能。</div>
</li>
<li class="ace-line ace-line old-record-id-QeLadhTJfovsKux81vuuO0xlslc" data-list="bullet">
<div>由Zerion構建的二層網絡Zero Network，正式上線<a rel="nofollow" href="https://x.com/zerion/status/1856359015586115883">主網</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-Qhzud7quJo6XzBxO9lJuOEwOsih" data-list="bullet">
<div>DePIN專用的一層網絡Peaq，上線<a rel="nofollow" href="https://www.peaq.network/blog/peaq-is-live">主網</a>並在主要交易所推出PEAQ代幣。有關Peaq與其他DePIN協議的更多細節，請點擊此<a null href="https://www.chainup.com/marketupdates/Understanding-The-DePIN-Economics">鏈接</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-QZNfdWv8johqsuxaX9xuDSxvs7c" data-list="bullet">
<div>共享排序協議Espresso Systems推出<a rel="nofollow" href="https://x.com/EspressoSys/status/1855973751982309624">Mainnet 0</a>。</div>
</li>
</ul>
<div class="ace-line ace-line old-record-id-doxusHmAOQIVA46OkoxezhckrGb">&nbsp;</div>
<h3 class="heading-3 ace-line old-record-id-doxusLC7ttlbJjLakQsxhp2fY4c">&nbsp;&nbsp;<strong>Dapps</strong></h3>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-S0VydxMtjot4hvxaHAmulB3ismc" data-list="bullet">
<div>Avara（Aave團隊）推出<a rel="nofollow" href="https://family.co/blog/launch">Family wallet</a>，支持帳戶抽象、通行密鑰、應用內消息等功能，目前已在iOS App Store上架。</div>
</li>
<li class="ace-line ace-line old-record-id-K9QldrrEZoVILdxOypvuY9Eisbc" data-list="bullet">
<div>RISC Zero推出創新的混合架構<a rel="nofollow" href="https://x.com/RiscZero/status/1857432353397776401">Kailua</a>，實現樂觀rollup 1小時的最終性，並僅在發生爭議時生成證明。</div>
</li>
<li class="ace-line ace-line old-record-id-D36ddi5SGo9V6Lx3TN2uyonZshs" data-list="bullet">
<div>Pendle推出新型收益交易平台<a rel="nofollow" href="https://medium.com/pendle/boros-by-pendle-yield-trading-with-margin-63d026dc7399">Boros</a>，支持鏈外利率及資金利率，將與Pendle V2協作運行，並不會推出新代幣。</div>
</li>
<li class="ace-line ace-line old-record-id-LsRHd0ybboa3LfxY3U2uVOyRsUb" data-list="bullet">
<div>Lens推出<a rel="nofollow" href="https://www.lens.xyz/news/introducing-the-new-lens">V3</a>，採用zkSync與Avail作為數據可用性層，提供模組化工具包，使開發人員能夠輕鬆啓動特定於應用程序的實例。</div>
</li>
<li class="ace-line ace-line old-record-id-UmAgdsC7RojV94xQd8su4SKTsYg" data-list="bullet">
<div>Curve推出收益型穩定幣<a rel="nofollow" href="https://news.curve.fi/introducing-scrvusd/">scrvUSD</a>，與crvUSD共享收益。</div>
</li>
<li class="ace-line ace-line old-record-id-AGdAdYHqqoFPpVxlQJUuv74hspc" data-list="bullet">
<div>AltLayer推出<a rel="nofollow" href="https://x.com/alt_layer/status/1856590571307184310">Autonome</a>，加速&ldquo;可驗證代理網絡&rdquo;的發展，支持自主AI代理的創建、部署與分發。</div>
</li>
<li class="ace-line ace-line old-record-id-JntZdGBU2o05nRxTrtXuctM4sLe" data-list="bullet">
<div>LayerZero推出<a rel="nofollow" href="https://x.com/LayerZero_Core/status/1856872776709067019">lzRead</a>，使治理、TWAP、儲備證明或狀態同步等數據可在所有鏈間訪問。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-HjrWdxVj9ogjKtxpjfEuPsZnsVb">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxustWJVttuASZIaiR3Q94qUqc">
<div>
<h2 class="heading-2"><strong>治理/項目更新</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-Bf13dek1OoNRhGxQytIuXR0zsag" data-list="bullet">
<div>Bitwise預計11月19日於SIX瑞士交易所推出<a rel="nofollow" href="https://www.globenewswire.com/news-release/2024/11/12/2978732/0/en/Bitwise-to-launch-world-s-first-Aptos-Staking-ETP-on-SIX-Swiss-Exchange.html">Aptos Staking ETP</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-P9CmdOZIVoweYsxMbjbuuhV5sFf" data-list="bullet">
<div>NVIDIA第三季度財報將於11月20日（週三）美股收盤後發布。</div>
</li>
<li class="ace-line ace-line old-record-id-GsMkd50SFo7icGxq0LxuMKghsUe" data-list="bullet">
<div>Starknet預計於11月26日推出STRK主網<a rel="nofollow" href="https://x.com/Starknet/status/1856213343528464458">質押</a>。</div>
</li>
<li class="ace-line ace-line old-record-id-ZpEjdtNFHowZhuxHUGqud6Vts5Y" data-list="bullet">
<div>DYDX <a rel="nofollow" href="https://www.dydx.foundation/blog/coming-soon-the-dydx-unlimited-era?utm_source=dYdXTwitter&amp;utm_medium=GlobalSocial&amp;utm_campaign=GlobalSocial">Unlimited</a>預計11月正式上線。</div>
</li>
<li class="ace-line ace-line old-record-id-Kaufd5QRDoDUgixFg1iuqdBzsWc" data-list="bullet">
<div>Hyperliquid預計11月推出HYPE代幣。</div>
</li>
<li class="ace-line ace-line old-record-id-XVandBOWuoEs26x8u59uqdFqsRe" data-list="bullet">
<div>Stacks創辦人Muneeb表示， <a rel="nofollow" href="https://x.com/muneeb/status/1855652354483159133">sBTC</a>預計12月發布。</div>
</li>
<li class="ace-line ace-line old-record-id-BoQmd3mRaoTfAKxG6m5uqhc8s1f" data-list="bullet">
<div>Bonk推出BURNmas活動，並計劃在 12 月聖誕節前<a rel="nofollow" href="https://x.com/bonk_inu/status/1857465407801798732">燃燒</a> 1 萬億枚 BONK。</div>
</li>
<li class="ace-line ace-line old-record-id-GxztdfZMHoOxGNxzBABurNZqspb" data-list="bullet">
<div>Jupiter計劃於2025年1月底在<a rel="nofollow" href="https://x.com/jup_dao/status/1856081221484265490">伊斯坦布爾</a>舉辦首屆Jupiverse大會「Catstanbul」，具體日期尚未公佈。今年早些時候通過的30%的供應削減計劃將在大會的第二天實施。</div>
</li>
<li class="ace-line ace-line old-record-id-R0RDdZtlMoHgOzx6p0wu8Jo6sLe" data-list="bullet">
<div>Consensys宣布Linea計劃於2025年第一季度推出<a rel="nofollow" href="https://linea.mirror.xyz/0sExLyJh33ktk6x2kg3l2z0xDVUDt3ilJzsA_Kx0sp0">LINEA</a>代幣。</div>
</li>
<li class="ace-line ace-line old-record-id-KCMmdIUszoobowx7ypYu36mRstg" data-list="bullet">
<div>Ethena的<a rel="nofollow" href="https://x.com/ethena_labs/status/1857232687326802306">sUSDe</a>已通過提案，成為Aave的抵押品。</div>
</li>
<li class="ace-line ace-line old-record-id-S0FmdSWDgo0mx0xOdCWueDpzslb" data-list="bullet">
<div>Blur提議開啟<a rel="nofollow" href="https://gov.blur.foundation/t/blur-improvement-proposal-1-bip-1-blur-fee-switch-veblur-tokenomics/1040">費用開關</a>，將最低0.5%的版稅轉為0.5%的協議費，並引入veBLUR。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-BbkQdxb6Jo6c8HxDNlMu6pUBslc">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusKIIOgtUbgabFzJ1yECfJmf">
<div>
<h2 class="heading-2"><strong>代幣解鎖</strong></h2>
<div>
<ul class="list-bullet1">
<li class="ace-line ace-line old-record-id-YyS5dCSHgozxwNxBtMnuxJZKsvb" data-list="bullet">
<div>MERL代幣將於11月19日解鎖，代幣供應總量的5.76%。</div>
</li>
<li class="ace-line ace-line old-record-id-MktSdHSvPoENHoxO5wFujuMXsUf" data-list="bullet">
<div>WELL代幣將於11月23日解鎖，代幣供應總量的1.25%。</div>
</li>
<li class="ace-line ace-line old-record-id-JOJGdv5jUoI0fFxyoNGuEF1Asgh" data-list="bullet">
<div>IMX代幣將於11月29日解鎖，代幣供應總量的1.46%。</div>
</li>
<li class="ace-line ace-line old-record-id-REj0dS1nAoJINIxqK4ruJ1Gus7d" data-list="bullet">
<div>OP代幣將於11月30日解鎖，代幣供應總量的2.56%。</div>
</li>
<li class="ace-line ace-line old-record-id-XWjSdcEwgoAcWdxxpQCuhGqas1c" data-list="bullet">
<div>SUI代幣將於12月3日解鎖，代幣供應總量的2.87%。</div>
</li>
</ul>
</div>
</div>
</div>
<div class="ace-line ace-line old-record-id-doxusnTqOpikKXJKEyx4qRjSABf">&nbsp;</div>
<div class="ace-line ace-line old-record-id-doxusyJul8pK7ASDielZ3pC772e">點擊<a rel="nofollow" href="https://chainupgroup.larksuite.com/share/base/form/shruso3ZBWdvpzRlCT4jwnicgrb">這裡</a>訂閱每週市場洞察和獨家深度研報。</div>
</div>


熱點新聞




比特幣繼續觸及93,430美元的歷史新高，上週以11.75%的周漲幅收盤，比特幣市值觸及1.778萬億美元，超過白銀市值。


唐納德特朗普宣布成立政府效率部門（Department of Government Effi

每週市場洞察: 11月 第4週


介紹
DePIN（去中心化物理基礎設施網絡）通過代幣獎勳來激勵用戶共享個人資源，旨在建立一個涵蓋存儲空間、通信帶寬、雲計算、能源等領域的廣泛基礎設施網絡。DePIN 代幣在網絡運營中扮演著核心角色，促進治理、服務支付和質押，所有這些都促使

了解DePIN的經濟模型

什麼是DePIN經濟模型的核心要素

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