BitMEX Alpha：交易员周报（11.30-12.6）

Odaily星球日报Published on 2024-12-06Last updated on 2024-12-06

Abstract

本周加密市场数据、新闻头条和交易思路，一站式掌握。

原文作者：BitMEX

速览

  • 比特币突破 10 万美元！随着 ETF 资金持续流入，市场全面加速上涨，以太坊挑战 4000 美元关口。即便韩国出现总统宣布"戒严令"的黑天鹅事件（虽然很快被化解），也未能阻挡市场涨势。

  • 老项目如$EOS 和$TRX 领涨本周行情，引发市场可能过热的担忧。

  • 在交易策略板块，我们将探讨美国新的加密友好政治环境如何通过"美国加密友好交易策略"重塑加密市场

数据概览

BitMEX Alpha：交易员周报（11.30-12.6）

表现最佳

  • $EOS (+ 67.9% ): 老项目 EOS 异军突起，引领"恐龙币"行情

  • $TRX (+ 59.2% ): TRX 在孙宇晨带领下创下历史新高

  • $ONDO (+ 55.5% ): 受美国友好监管政策利好影响，ONDO 价格创新高

表现最差

  • $GRASS (-15.7% ): 随着交易者注意力转移，GRASS 领跌

  • $CHILLGUY (-7.9% ): ChillGuy 名副其实地陷入下跌

  • $BONK (-3.4% ): BONK 进入调整期

市场要闻

宏观动态

  • ETH ETF 周净流出：+ 7.53 亿美元

  • BTC ETF 周净流入：+ 23.5 亿美元

  • 特朗普发文庆祝比特币突破 10 万美元

  • 福克斯新闻：SEC 驳回两份现货 SOL ETF 申请，暂停审批新加密 ETF

  • 城堡投资 CEO 肯·格里芬表示后悔几年前没有买入加密货币

  • 特朗普正式提名保罗·阿特金斯为 SEC 主席

  • 韩国总统"戒严令"事件虚惊一场

  • 美国 11 月 30 日当周初请失业金人数达 22.4 万，为 2024 年 10 月 19 日当周以来最高

  • 佛罗里达州计划在 2025 年第一季度推出比特币战略储备

项目进展

  • NFT 品牌 Pudgy Penguins 宣布将发行 PENGU 代币

  • Wormhole 启动 W 质押奖励计划，首期提供至少 5000 万枚代币

  • DeFi L2网络 Mode 宣布在 Bittensor (TAO)上推出子网 Synth

  • 区块链互操作性开发商 Union Labs 完成 1200 万美元 A 轮融资

  • L2项目 Blast 社区提议使用 3600 万美元年化收益回购 BLAST 代币

  • SynFutures 公布 F 代币空投规则， 12 月 6 日开放领取

  • Pantera Capital 筹集 2000 万美元支持 Telegram 链上项目 TON

交易策略

注意：以下内容不构成投资建议。这只是市场新闻汇总，请在进行任何交易前做好充分的研究。以下内容不保证收益，如果您的交易未达到预期效果，BitMEX 不承担任何责任。

"美国加密友好"交易

近期政治动向引发了市场对美国加密项目的高度关注。特朗普提名保罗·阿特金斯为 SEC 主席并任命大卫·萨克斯为白宫加密货币事务主管，释放出监管环境可能转向友好的明确信号。

让我们通过分析关键人物及其对特定项目的潜在影响，来探讨这对加密投资者意味着什么。

关键决策者

大卫·萨克斯 - 白宫 AI 与加密货币负责人

作为 PayPal 创始 COO 和 Yammer CEO，萨克斯在加密政策方面具有深厚的技术专长。他在硅谷的人脉网络和成功的科技投资记录，使他成为推动加密创新的重要助力。他支持的项目往往能吸引大量机构投资者关注和资金。

BitMEX Alpha：交易员周报（11.30-12.6）

保罗·阿特金斯 - SEC 主席提名人

作为前 SEC 委员，阿特金斯深谙创新与监管之间的平衡之道。他在金融监管方面的丰富经验，有望在保护投资者利益的同时为加密项目制定更清晰的指导方针。

值得关注的项目

1. dYdX ($DYDX) – 萨克斯投资组合

  • 潜在影响：这个去中心化交易所可能受益于更清晰的监管环境，并借助萨克斯的人脉网络吸引更多机构交易者和流动性。

2. Handshake ($HNS) – 萨克斯投资组合

  • 潜在影响：这个去中心化域名项目在萨克斯的支持和更明确的监管指导下，可能加快采用和发展步伐。

3. AI 加密项目 ($MASA, $WLD, $AI, $IO, $XAI)

  • 潜在影响：由于萨克斯同时负责 AI 和加密领域，这些项目可能获得更多关注并有机会建立政府合作。

4. Reserve Rights ($RSR) – 阿特金斯顾问角色

  • 潜在影响：作为一个有前 SEC 委员担任顾问的稳定币项目，RSR 可能获得更高的合法性认可并更容易通过监管审批。

总结要点

这些任命可能对美国加密项目产生重大影响。虽然$DYDX、$HNS、AI 代币和$RSR 因与这些关键人物的联系而显示出发展潜力，但请记住在做出任何投资决定前进行充分研究，并考虑更广泛的市场条件。

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