早报 | Hyperliquid 推出链下事件预测市场合约；Strategy 完成 15 亿美元债务回购；Kelp DAO 宣布 rsETH 已完全恢复

链捕手Published on 2026-05-27Last updated on 2026-05-27

Abstract

**重要资讯摘要：** - **Ondo Finance创始人意外离世**，总裁Ian De Bode接任CEO。 - **Hyperliquid推出链下事件预测市场合约**，拓展去中心化预测场景。 - **Kelp DAO宣布rsETH已完全恢复**，此前因黑客攻击损失2.93亿美元，经五周修复后恢复正常运营。 - **Strategy完成15亿美元债务回购**，年初至今BTC收益率达13.3%。 - **CME推出Avalanche与Sui期货合约**，进一步丰富加密衍生品市场。 - **报告显示AI Agent链上支付超7300万美元**，USDC成为默认结算资产，凸显稳定币在机器经济中的基础设施地位。 **市场与监管动态：** - 香港财库局与证监会发布虚拟资产监管制度咨询总结，新发牌制度遵循“相同业务、相同风险、相同规则”原则。 - 加密行业向2026年美国选举投入超5亿美元，共和党获资助显著高于民主党。 - Arthur Hayes强调货币隐私重要性，并将Zcash作为第二大持仓资产。 - 链上侦探ZachXBT揭露同一实体关联多个BSC代币操控事件，其中ESPORTS单日暴跌93%。 **Meme币热门榜：** - ETH链上前五：HEX、SHIB、LINK、PEPE、mUSD。 - Solana链上前五：TROLL、neet、WORLDCUP、SAOS、Buttcoin。 - Base链上前五：toby、ELSA、SKI、cbETH、CYPR。 **深度文章导读：** 1. **《押注马斯克的圈内人，正在收获“历史级回报”》**：SpaceX即将启动全球最大IPO，早期支持者有望获得巨额收益。 2. **《攻城容易，治城难：Polymarket想插旗全球还得处处低头》**：预测市场在印度遭封锁，同时计划在日本推动合法化，凸显监管挑战。 3. **《万字拆解链上金库：八大赛道，谁在崛起谁在衰败？》**：分析链上金库生态的细分赛道与发展趋势，强调需差异化评估各类金库模型。

整理:ChainCatcher


重要资讯:

  • Ondo Finance 创始人 Nathan Allman 意外离世,总裁 Ian De Bode 接任 CEO
  • Hyperliquid 宣布推出链下事件预测市场合约
  • Kelp DAO 经过五周修复宣布 rsETH 已完全恢复,此前遭 2.93 亿美元黑客攻击
  • Strategy 完成 15 亿美元债务回购,年初至今 BTC 收益率达 13.3%
  • CME 推出 Avalanche 与 Sui 期货合约
  • 报告:AI Agent 已完成超 7300 万美元链上支付,USDC 成默认结算资产

过去 24 小时发生了哪些重要的事?

Strategy 完成 15 亿美元债务回购,年初至今 BTC 收益率达 13.3%

香港财库局与证监会发布虚拟资产监管制度咨询总结

ChainCatcher 消息,据金十报道,香港财库局与香港证监会发表有关虚拟资产提供意见及管理服务的监管制度的咨询总结。拟议的虚拟资产提供意见及管理发牌制度在咨询期间得到市场广泛支持。

新发牌制度将遵循“相同业务、相同风险、相同规则”原则,涵盖范围与《证券及期货条例》下的相关受规管活动保持一致。这一系列新制度将提升香港数字资产市场的参与度,并有助于构建稳健及安全的生态圈。

报告:AI Agent 已完成超 7300 万美元链上支付,USDC 成默认结算资产

ChainCatcher 消息,加密做市商 Keyrock 联合 Coinbase、Tempo 与 Virtuals Protocol 发布《Who Pays the Agent?》报告称,AI Agent 正快速成为链上经济的重要参与者。数据显示,2025 年 5 月至 2026 年 4 月期间,AI Agent 已累计完成约 1.76 亿笔链上交易,总结算金额超过 7300 万美元。报告指出,AI Agent 单笔平均支付金额仅为 0.31 至 0.48 美元,显示机器原生微支付经济正在形成。其中约 76% 的交易金额低于 Visa 固定手续费 0.3 美元门槛,传统银行卡与银行支付系统已难以适配 AI 高频、小额、自主支付需求。

数据显示,98.6% 的 AI Agent 支付采用 USDC 结算。截至 2026 年 Q1,已有超过 10.4 万个 AI Agent 完成注册。报告称,在 Base 网络上,一笔 USDC 转账成本约为 0.0001 美元,仅占 0.31 美元交易金额的约 0.03%,相比传统支付体系具备显著成本优势。报告认为,稳定币正逐渐成为 AI 与机器之间经济活动的“默认货币基础设施”。不过,Keyrock 也警告称,目前 AI 支付生态对 USDC 的高度依赖存在集中化风险,意味着整个新兴 AI 支付体系在很大程度上依赖单一稳定币发行方的监管与基础设施稳定性。

此外,多家科技与支付公司已开始布局 AI Agent 支付基础设施,包括 Coinbase 推出的 x402 协议、Stripe 与 Tempo 推出的 Machine Payments Protocol(MPP)、Google 的 AP2 委托支付系统,以及 Visa 扩展的代币化支付凭证服务。报告同时指出,目前包括欧洲 MiCA 法案、美国 GENIUS Act 及欧盟 AI Act 在内的监管框架,仍缺乏针对 AI 自主金融交易与机器间支付行为的完整监管标准。

ZachXBT:同一实体关联多个 BSC 代币操控,ESPORTS 单日暴跌 93%

ChainCatcher 消息,链上侦探 ZachXBT 于个人频道发文表示,某实体此前通过 Sablier 归属合约接收了 ESPORTS、RIVER 和 LIGHT 代币,并直接关联到 LAB 多签的三个多签钱包签名者。这些 BSC 代币均在中心化交易平台发生过市场操纵事。

ZachXBT 此前已标记 LAB 和 RIVER 的异常,而 ESPORTS 代币再遭闪崩,短时暴跌 93%。该实体关联的 CEX 存款地址以及 LAB 签名者地址均已被公开。

加密行业向 2026 年美国选举投入逾 5 亿美元,共和党获资助远超民主党

ChainCatcher 消息,据 Cointelegraph 报道,加密相关政治行动委员会(PAC)和行业高管已向 2026 年美国选举投入逾 5 亿美元。

Follow the Crypto 数据显示,加密行业公司及相关个人已贡献超过 3.2 亿美元,加密相关 PAC 仍持有超过 2.45 亿美元现金;其中共和党相关候选人 / 委员会获得约 1.27 亿美元支持,显著高于民主党的约 1150 万美元。

Arthur Hayes:货币隐私将“非常必要”,因此将 Zcash 作为第二大持仓

ChainCatcher 消息,Arthur Hayes 表示,随着大型科技公司、政府及 AI 不断扩大监控范围,货币隐私未来将“变得非常必要”。

Arthur Hayes 称,这也是其将隐私币 Zcash(ZEC)作为个人第二大持仓资产的原因。

Kelp DAO 经过五周修复宣布 rsETH 已完全恢复,此前遭 2.93 亿美元黑客攻击

ChainCatcher 消息,Kelp DAO 周一宣布,在 4 月 18 日遭朝鲜 Lazarus Group 攻击损失 2.93 亿美元后,经过五周修复,rsETH 已完全恢复。Kelp DAO 表示,最后一批 20,373.7 枚 rsETH 已发送至负责跨链转移的 LayerZero 智能合约,rsETH 恢复计划的运营部分正式结束。

多个加密协议通过 DeFi United 倡议贡献资金协助恢复 rsETH 的支撑。首批 25,000 枚 rsETH 于 5 月 13 日转移,次日重新开放提款,目前铸造、赎回与奖励运营均已正常运行。此次攻击对 DeFi 借贷市场造成连锁冲击,攻击者将大量被盗 rsETH 作为 Aave 上的抵押品借出 WETH,导致 Aave 产生 1.9 亿美元坏账,TVL 从 264 亿美元跌至 140 亿美元以下,至今仍在 139 亿至 151 亿美元区间徘徊未见恢复。4 月共发生 25 起加密黑客事件,合计损失 6.3 亿美元。

Meme 热门榜

根据 Meme 代币追踪和分析平台 GMGN 行情数据显示,截止 5 月 27 日 09:00,

过去 24h ETH 热门代币前五依次为:HEX、SHIB、LINK、PEPE、mUSD

过去 24h Solana 热门代币前五依次为:TROLL、neet、WORLDCUP、SAOS、Buttcoin

过去 24h Base 热门代币前五依次为:toby、ELSA、SKI、cbETH、CYPR

过去 24 小时有哪些值得阅读的精彩文章?

押注马斯克的圈内人,正在收获“历史级回报”

全球有史以来规模最大的首次公开募股(IPO)已进入倒计时阶段。埃隆·马斯克(Elon Musk)旗下 SpaceX 预计将于 6 月 12 日为其 IPO 定价,次日开始交易。

投资者正锚定大约 2 万亿美元的估值。若按此计算,马斯克本人将直接跃升为全球第一位万亿富翁。但这笔交易真正的戏剧性在于,财富并不会只涌向马斯克一个人。随着招股说明书的披露,一群长期隐身于马斯克身后的忠实副手和早期盟友,其持股价值首次浮出水面。

他们的“忠诚”和耐心,正在换来历史上最丰厚的回报。

攻城容易,治城难:Polymarket 想插旗全球还得处处低头

上周,预测市场在印度熄灯了。用户连上 polymarket.com,只会看到“This site can't be reached”的错误信息。印度电子信息技术部(MeitY)已对其发出封锁令,要求境内互联网服务提供商切断访问,理由是,印度已将该平台归类为“线上金钱博弈”,属于完全禁止的类别。

且就在同日,彭博社援引知情人士披露,Polymarket 已在日本任命当地代表,正准备为“预测市场合法化”展开游说,目标是在 2030 年前取得日本政府批准。

一进一退之间,精准地描述了 Polymarket 的处境,如今预测市场规模不断增长,但各国监管难题却让它寸步难行。

万字拆解链上金库:八大赛道,谁在崛起谁在衰败?

本报告的这一部分对金库格局进行了定量分析,以提供该领域及其演变的全面图景。我们按类别分析生态系统,追踪不同金库和策展人的 TVL 转移。

我们细分了策展人的集中度,并对主要资金流向提供展望,将定义今年金库的结构性转变置于具体语境中。

不应将金库视为一个单一的、包罗万象的市场,而应根据其不同的实现方式进行评估,每种方式都有不同的参数、风险向量和对压力测试的反应。汇总数据只能提供部分图景,亟需更细致的分析视角。

在开始分析之前,重要的是定义"金库"一词,作为我们方法论的基础。

Related Questions

Q文章中提到的AI Agent链上支付报告揭示了哪些主要数据和趋势？

A报告显示，2025年5月至2026年4月期间，AI Agent累计完成约1.76亿笔链上交易，总结算金额超7300万美元。主要趋势包括：单笔平均支付额低（0.31至0.48美元），形成机器原生微支付经济；约76%的交易金额低于Visa固定手续费门槛；约98.6%的支付采用USDC结算；报告认为稳定币正成为AI经济活动的“默认货币基础设施”，但也指出对USDC的高度依赖存在集中化风险。

Q香港财库局与证监会发布的虚拟资产监管制度咨询总结，提出了怎样的监管原则？

A咨询总结提出，拟议的虚拟资产提供意见及管理发牌制度将遵循“相同业务、相同风险、相同规则”的原则。新发牌制度的覆盖范围将与《证券及期货条例》下的相关受规管活动保持一致，旨在提升香港数字资产市场的参与度，并有助于构建稳健及安全的生态圈。

QKelp DAO在遭遇黑客攻击后，如何恢复rsETH？恢复过程历时多久？

AKelp DAO在4月18日遭遇Lazarus Group攻击损失2.93亿美元后，经过五周（约35天）的修复，宣布rsETH已完全恢复。恢复主要通过DeFi United倡议，多个加密协议贡献资金以协助恢复rsETH的支撑。最后一批20,373.7枚rsETH已发送至负责跨链转移的LayerZero智能合约，标志着rsETH恢复计划的运营部分正式结束。

Q链上侦探ZachXBT发现了哪些与市场操纵相关的实体活动？

AZachXBT发现某实体通过Sablier归属合约接收了ESPORTS、RIVER和LIGHT代币，并直接关联到LAB多签的三个多签钱包签名者。这些BSC代币均在中心化交易平台发生过市场操纵事件。其中，ESPORTS代币短时暴跌93%。该实体关联的CEX存款地址以及LAB签名者地址均已被公开。

Q根据文章内容，Arthur Hayes为什么将Zcash作为其第二大持仓资产？

AArthur Hayes认为，随着大型科技公司、政府及AI不断扩大监控范围，货币隐私在未来将“变得非常必要”。基于对未来货币隐私重要性的判断，他因此将隐私币Zcash（ZEC）作为其个人第二大持仓资产。

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How to Buy ONDO

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