星球日报 | 美联储维持基准利率不变;彭博社:加密市场长期缺乏流动性导致行情大幅波动(11.2)

Odaily星球日报Published on 2023-11-02Last updated on 2023-11-02

Abstract

美联储主席鲍威尔:通胀远高于目标水平,或需进一步加息。

星球日报 | 美联储维持基准利率不变;彭博社:加密市场长期缺乏流动性导致行情大幅波动(11.2)

头条

美联储:基准利率维持不变,符合市场预期

美联储刚刚公布了利率决议,将基准利率维持在 5.25% -5.50% 区间不变,符合市场预期。

行业要闻

彭博社:加密市场长期缺乏流动性导致比特币价格近期大幅波动

加密货币市场流动性长期缺乏,是近几周比特币价格波动超过 10% 的关键原因。FalconX 的研究团队发现,尽管最近交易活动的复苏部分是由于对比特币交易所交易基金(ETF)的预期刺激,但今年的市场深度仍处于最低点,他们通过查看 24 小时内比特币交易活动的平均交易量(与当前价格相差 1% 以内)来衡量市场深度。

SEC:政府问责办公室的结论不影响加密会计公告本身的地位

美国政府问责办公室(GAO)今日发布了一项调查结果,认为 SEC 没有按照官方规则向国会发送其加密会计公告 SAB 121 ,属于未遵守《国会审查法案》(CRA)的情况。SEC 在一份声明中回应称:“GAO 的意见表达了其观点,即 SAB 121 是 CRA 的一项‘规则’。该意见不会以其他方式影响 SAB 121 的地位。”

香港金管局总裁余伟文:监管稳定币有助维持金融稳定

香港金融管理局(金管局)总裁余伟文表示,稳定币与主流金融系统及日常商业活动有广泛联系,引入监管有助维持金融稳定及推动行业有序、可持续发展。虚拟资产已进入主流投资者视线,特区政府和监管机构已经在加快推出和健全相关监管机制。金管局在今年初已发表《关于加密资产和稳定币的讨论文件结论》,根据行业的反馈,正将稳定币相关的商业活动纳入监管。监管和市场发展是相辅相成、互相促进的,虚拟资产行业曾因自我监控不充足和错误运用客户资产等问题而出现危机,但虚拟资产现在已吸引到主流投资者的关注,因此特区政府和监管机构已加快推出和健全相关监管机制。香港证券及期货事务监察委员会可通过此制度监管虚拟资产交易平台,同时平台也需要遵守反洗钱和反恐怖主义融资等规则,而银行可通过与持牌平台合作,提供更多投资理财产品的分销渠道。

Invesco Galaxy Bitcoin ETF(BTCO)已在 DTCC 网站上列出

Invesco 和 Galaxy 联合推出的现货比特币 ETF“Invesco Galaxy Bitcoin ETF”(代码为 BTCO)已添加到 DTCC 网站,创建/赎回(Create/Redeem)一栏显示为 N。

据悉,Y 表示可以主动创建和赎回股份,N 表示 ETF 不允许主动创建或赎回份额。

10 月以太坊链上 NFT 销售额为 1.69 亿美元,环比增长约 17.7% 

据 Cryptoslam 数据显示,今年 10 月以太坊链上 NFT 销售额达到 169.080.145.56 美元,环比增长约 17.7% ,月交易量 728.241 笔,其中独立买家 103.253 个,独立卖家 87, 190 个。

FTX   相关事件

FTX/Alameda 已向交易所存入价值 8360 万美元的 26 种 EVM 代币

据 Spot On Chain 监测,FTX/Alameda Research 在 30 分钟前将价值 549 万美元的 6 种加密货币存入币安与 Coinbase,包括 AAVE、ALICE、AXS、C 98、DYDX、ZRX。

其中金额排名前三的分别是: 114 万枚 DYDX(约 264 万美元)、 192, 888 枚 AXS(约 105 万美元)、 5858 枚 AAVE(约 52.2 万美元)。
目前,FTX/Alameda Research 已向交易所存入总价值约 8360 万美元的 26 种 EVM 代币。

FTX 3 小时前向 Coinbase 存入了价值 812 万美元的资产

据 Spot On Chain 监测,FTX 3 小时前向 Coinbase 存入了价值 812 万美元的资产,其中包括: 4650 万枚 GRT(约 385 万美元);972, 073 枚 RNDR(约 230 万美元);708.1 枚 MKR(约 96.7 万美元。)

项目要闻

CyversMultichain 已恢复处理桥接交易

据 Cyvers Alerts 监测,在停机 117 天后,Multichain 已恢复处理桥接交易。

DWF Labs 或将推出机构级场外交易平台 DWF Liquid Markets

DWF Labs 联合创始人 Andrei Grachev 在 X 上晒出了一张关于“DWF Liquid Markets”的截图。Andrei 同时表示:“机构级的 OTC/RFQ(场外交易/报价请求)平台即将到来,可提供最好的定价,无交易对手/平台风险,且支持即时结算。上线在即,继续构建。”

UniSat Wallet:brc 20-swap 主网已上线

UniSat Wallet 在 X 平台发文表示,brc 20-swap 主网已上线。

Floki 社区提议将 TokenFi 代币 TOKEN 交易税从 5% 降至 0.3% 

Floki 社区发布提案投票表示,为了进一步推动 TokenFi 的广泛采纳,提议建议将当前的 5% 交易税降低到 0.3% 。这一调整旨在增加代币的市场流动性,并吸引更多的持有者。Floki 团队已为此调整做好了准备,并表示他们有能力通过与机构合作伙伴进行场外交易来筹集资金。

HashKey 计划发行 10 亿枚平台币 HSK,预计明年年中上线该交易所

HashKey 官网显示,其平台币 HSK 预计将被用作激励 HashKey 生态系统中贡献者的工具,以“推动整个生态系统的增长”。根据白皮书,HashKey 计划发行总计 10 亿枚 HSK,其中 65% 用于生态系统增长, 30% 用于员工激励, 5% 用于公司保险库。

HashKey 首席运营官 Livio Weng 补充说,该交易所也计划上线 HSK,但这可能要到明年年中才能实现。
此外,据 Weng 称,HashKey 也在探索 RWA 代币化的现实实践。“RWA 正在成为合规交易所的重要力量,”Weng 说,“如果你想追求‘有效的 RWA’,那么你必须通过获得许可的交易所来实现。”

Frax Finance:暂勿使用 frax.finance 与 frax.com 域名

Frax Finance 在 X 上发文表示,在另行通知前,请勿使用 frax.finance 与 frax.com 域名;其创始人 Sam Kazemian 同时发文提醒,在域名控制权恢复前,请勿使用 frax.finance。

慢雾首席信息安全官 23 pds 就此表示,Frax Finance DNS 被接管,这是最近通过社会工程学导致域名被接管的第三起安全事件,加密货币行业选择一家可靠的域名注册商至关重要。

HashKey Exchange App 已上架谷歌和苹果应用商店

据官网显示,HashKey Exchange App 已正式发布上线,并已上架谷歌和苹果应用商店。

Linen Wallet 将于 11 月 30 日停运,剩余资金将返还给投资者

基于 Safe 构建的多签钱包 Linen Wallet 在 X 平台发文宣布,由于散户投资者对于高级自托管解决方案需求减少、监管不确定性等因素,将于 11 月 30 日关闭 Linen Wallet 应用程序,结束公司运营,并将剩余资金返还给投资者。

Linen Wallet 中资产安全。Linen 只是用户管理 Safe 多 ID 钱包的界面,用户仍可使用其他界面来管理资产。Linen 基础设施将于 11 月 30 日后完全关闭,此后应用程序、电子邮件与 Intercom 聊天支持渠道将停用。

Uniswap 基金会托管地址转出 50 万枚 UNI 至 FalconX, 10 月 24 日以来累计转出约 1030 万枚

据链上分析师余烬监测,Uniswap 基金会托管地址于 9 小时前继续转出 50 万枚 UNI(207 万美元)至 FalconX。

10 月 24 日以来,Uniswap 基金会托管地址已累计转出 10, 298, 156 枚 UNI(4273 万美元),其中 3, 899, 078 枚转至 FalconX、 3, 399, 078 枚转至 OKX、 3, 000, 000 枚转至 Kraken

人物*声音

美联储主席鲍威尔:通胀远高于目标水平,或需进一步加息

美联储主席鲍威尔发表讲话,他表示通胀远高于目标水平,或需进一步加息。

“几个月的良好通胀数据只是开始的一部分,但要将通胀率降低到 2% 还有很长的路要走。政策的紧缩立场对通胀施加了下行压力,同样对经济施加了下行压力。致力于实现具有足够限制性的政策立场,可能需要进一步加息。
目前金融状况已经显著收紧,我们不确定政策现在是否足够限制性。GDP 高于潜在水平的证据可以证明加息是合理的。”

Bitwise 分析师:现货比特币 ETF 或在未来五年内带来高达 1000 亿美元的资金流入

资产管理公司 Bitwise 分析师 Ryan Rasmussen 在采访中表示,现货比特币 ETF 可能在未来五年内带来高达 500 亿至 1000 亿美元的资金流入,并且“可能对比特币价格产生巨大影响”。

他还表示,预计 SEC 最早会在今年 12 月假期前批准 ETF 申请,Bitwise 是众多申请方之一。

Elon Musk:NFT 甚至不在区块链上,它只是一个指向 JPEG 的网址

Elon Musk 在 Joe Rogan 主持的最新一期播客中表示,NFT 甚至不在区块链上,它只是一个指向 JPEG 的网址。

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