火星早报 | ETH交易平台存量创下近3年新低，比特币主导率跌至55%，为山寨币轮动打开大门

marsbitPublished on 2025-09-03Last updated on 2025-09-04

American Bitcoin

American Bitcoin 上市首日上涨近 17%，Eric Trump 所持该公司股份价值已超 5 亿美元

据 The Block 报道，特朗普家族相关比特币矿企 American Bitcoin（股票代码 ABTC）于纳斯达克上市首日上涨近 17 %，至每股 8.04 美元，盘中股价一度触及约 14 美元的高点。该股在纳斯达克首日交易量超过 2900 万股。相比之下，近期以更高每股价格公开上市的加密货币 IPO 项目 Circle 和 Bullish，在上市首日的交易量分别为 4600 万股和 5800 万股。特朗普之子 Eric Trump 周三表示：“从本质上讲，我们拥有出色的挖矿业务。目前，我们挖取比特币的成本大约是比特币实际价格的五折。我们拥有价值数亿美元的固定资产，还有数据中心作为后盾……当其他人必须按市价购入比特币时，我们却能以大幅低于市价的价格挖到比特币。”据彭博社分析，American Bitcoin 公司成功上市，意味着 Eric Trump 持有的该公司股份价值已超过 5 亿美元。

3.4万枚ETH在凌晨 1 点被从币安提出到两个刚创建钱包

据链上分析师余烬监测，在昨晚 ETH 从 4,350 美元拉升上涨至 4,480 美元后，3.4 万枚 ETH (1.5 亿美元)随后在凌晨一点时被从币安提出到两个刚创建钱包。

中信证券：预测年底金价有望超过 3730 美元

据金十数据援引中信证券研报称，4 月底以来黄金处在震荡市中，我们认为是关税冲击、美国财政、地缘政治、央行购金等因素形成了复杂的多空平衡。但这些因素的改变有望开启黄金上行趋势。 关税的预期好转可能暂告一段落，而对滞胀的影响可能刚开始体现；年内地缘风险明显下降的可能性较小；美联储可能开启提前曲线降息；全球央行的购金趋势稳定。中性假设下，我们的模型预测年底金价有望超过 3730 美元/盎司。

ETH交易平台存量创下近3年新低，过去3个月出现提币加速情况

9 月 4 日，根据 CryptoQuant 的数据，自 2022 年 9 月达到约 2880 万的峰值以来，ETH 交易平台储备量已下降近 1070 万枚。目前的储备量约为 1740 万 ETH，仅在过去三个月就有约 250 万 ETH 被提币离开交易平台。 数据显示，2024 年 7 月推出的现货 ETH ETF 迄今已吸引超过 130 亿美元的净流入。6 月至 8 月期间，这些基金的净流入超过 100 亿美元，其中仅 7 月份就达到了创纪录的 54 亿美元。 企业债券也在推动需求。过去几个月，几家上市公司已宣布发行 ETH 债券，企业的定期购买影响了交易所的 ETH 供应，已知有 17 家上市公司在其资产负债表上持有 ETH，总共持仓超 360 万枚 ETH。 Bitfinex 的一位分析师表示，ETH 作为储备资产的一大吸引力在于其收益能力。「与比特币不同，ETH 既是宏观资产，也是生产力资产，它通过质押获得收益，并在 L2 和 DeFi 领域拥有超过 1000 亿美元的代币化资产。」

比特币单日算力创下 1.279 ZH/s 的历史新高

据 Decrypt 报道，矿业数据平台 CoinWarz 数据显示，比特币单日算力创下 1.279 ZH/s 的历史新高，尽管过去 24 小时内该资产价格基本持平。比特币算力七日移动平均值也达到高位，期间突破 1 ZH/s。尽管矿工仍面临能源成本攀升和奖励减少的困境，但算力仍持续上升。自去年“减半”后，矿工的收益已从 6.25 枚比特币降至 3.125 枚。矿工通常依赖比特币价格上涨来覆盖成本，但该资产价格持续波动，促使一些大型矿工转而涉足高性能计算领域。

欧洲央行行长呼吁应对非欧盟稳定币的风险

据市场消息，欧洲央行（ECB）行长克里斯蒂娜·拉加德（Christine Lagarde）呼吁政策制定者填补稳定币监管方面的空白，尤其是针对那些在欧盟 “健全”的加密资产市场法规（MiCA）框架之外发行的稳定币。在周三欧洲系统性风险委员会第九届年度会议的预先准备发言中，拉加德表示，对于受 MiCA 监管的实体与非欧盟实体联合发行稳定币的情况，欧盟立法者应采取相应措施；除非在发行来源地存在 “健全的等效监管制度”，包括允许欧盟投资者 “始终能以面值赎回其持有的稳定币”，并要求发行方对所发行的稳定币进行全额储备支持，否则此类稳定币发行方不应被允许在欧盟运营。拉加德表示：“一旦发生挤兑，投资者自然会倾向于在保障措施最强的司法管辖区进行赎回，这很可能是欧盟，因为 MiCA 还禁止收取赎回费用。但欧盟持有的储备可能不足以满足此类集中赎回需求。”

特朗普暗示未来关税或将取代所得税，可能将改变税收政策

9 月 4 日，美国总统特朗普暗示未来关税或将取代所得税，可能将改变税收政策。其表示，关税对美国成功「至关重要」。如果输掉关税案，我们的国家可能再次陷入难以置信的贫困。最高法院将审理国际关税案。

比特币主导率跌至55%，为山寨币轮动打开大门

9月4日，比特币市占率（Dominance） 已从62%的高点回落至 55%，该指标是观察资金是否从比特币流向山寨币的重要风向标。这一数字暗示资金正在逐步撤出比特币，转而投入山寨币市场，为潜在的“山寨币季”打开大门。

如果这一趋势延续，不排除未来几个月山寨币可能迎来超额表现的可能。

决战非农！9月降息预期陷“滞胀”悖论，市场紧盯美联储与川普的终极博弈

文章分析了美国非农数据、美联储降息预期、川普政策博弈及加密货币市场动态，指出经济和通胀压力下市场不确定性增加。

代币化证券的范式革命——深度解析Ondo Global Markets交易模型与抵押架构

Ondo Global Markets (GM) 旨在通过与传统金融市场流动性直接整合，解决RWA代币化中的流动性匮乏问题，提供24/7全球访问和即时铸造/赎回功能。

深挖RWA技术细节，为什么ERC-3643是最合适的代币标准？

ERC-3643是一种专为合规RWA代币化设计的代币标准，通过内置合规逻辑解决传统金融与加密世界的矛盾，支持身份验证、权限控制等功能，已获SEC认可并应用于多种资产类别。

Ondo Global Markets上线倒计时：除了万亿市场，你必须看懂的RWA三大范式之争

Ondo Finance在以太坊上线Ondo Global Markets，标志着RWA赛道三大范式之争正式展开，涉及去中心化合成、中心化映射和完全合规证券三种模式。

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What is $BITCOIN

DIGITAL GOLD ($BITCOIN): A Comprehensive Analysis Introduction to DIGITAL GOLD ($BITCOIN) DIGITAL GOLD ($BITCOIN) is a blockchain-based project operating on the Solana network, which aims to combine the characteristics of traditional precious metals with the innovation of decentralized technologies. While it shares a name with Bitcoin, often referred to as “digital gold” due to its perception as a store of value, DIGITAL GOLD is a separate token designed to create a unique ecosystem within the Web3 landscape. Its goal is to position itself as a viable alternative digital asset, although specifics regarding its applications and functionalities are still developing. What is DIGITAL GOLD ($BITCOIN)? DIGITAL GOLD ($BITCOIN) is a cryptocurrency token explicitly designed for use on the Solana blockchain. In contrast to Bitcoin, which provides a widely recognized value storage role, this token appears to focus on broader applications and characteristics. 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Note: This report encompasses synthesised information available as of October 2023, and developments may have transpired beyond the research period.

363 Total ViewsPublished 2025.05.13Updated 2025.05.13

What is $BITCOIN

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