链上数据:Coldcard危机导致比特币的“活跃供应量”在一周内翻倍

cryptonews.ruPublished on 2026-08-05Last updated on 2026-08-05

Abstract

根据K33的研究报告,近期比特币市场虽然交易量、价格波动和ETF资金流相对平静,但链上活动却异常活跃。在7月28日至8月4日的一周内,约有89万枚BTC发生转移,这是2026年以来最高的七日活跃供应量,几乎比前一周翻倍。分析师认为,这一激增很可能由Coldcard硬件钱包的安全事件引发。 该事件源于Coinkite公司Coldcard钱包在2021年3月固件中存在的一个漏洞,导致生成的种子短语随机性不足。攻击者借此远程盗取了约1600-2000枚BTC(价值超1亿美元),引发用户恐慌性转移资产。尽管发生了大规模链上转移,比特币价格却保持稳定,仅在6.3万至6.4万美元间窄幅波动,表明活动主要由安全迁移、内部转账和被盗资金转移驱动,而非新的买入热情。 数据还显示,两周内比特币网络日均处理约66.2万笔交易,维持在高位。同时,一批长期休眠的旧地址(最早可追溯至2010年)在此期间转移了约1486枚BTC。部分资金流向了交易所,可能为用户寻求临时托管,但也增加了潜在的抛压。 综合来看,Coldcard事件导致链上出现显著的“压力与再分配”信号,但并未立即打破市场的价格平衡。后续观察点在于被盗资金动向、交易所资金流向变化以及能否最终打破当前狭窄的交易区间。

在近期一份名为《典型的夏季平静期》的研究报告中,K33研究主管Vetle Lunde称区块链转账是沉闷夏季市场中一个亮眼的例外。交易量、价格波动、未平仓合约以及交易所交易基金(ETF)的资金流均表现平淡,然而在大约七天内,有近890,000 $BTC 更换了所有者——这是2026年记录到的七天活跃供应量的最高值。

活跃供应量衡量的是特定时期内移动的比特币数量,这使其成为一个有用的指标,用以衡量有多少代币突然重新进入流通。Lunde解释说,这种加速“极有可能是由针对Coldcard的攻击引起的”。据K33估计,截至报告撰写时,大约有1,596 $BTC 从大约7,300个地址中被盗。该公司将整体反应描述为“区块链上显而易见的恐慌”——这是一个对市场的精准描述,市场价格看似平静,而钱包持有者却在幕后手忙脚乱。

Lunde在分析中还指出,本周发生的Coldcard攻击是:

唯一一个表明 $BTC 活动剧烈的指标。

该事件与Coinkite公司的Coldcard硬件钱包在2021年3月出现的一个固件漏洞有关。该漏洞允许生成的助记词——控制用户比特币的秘密短语——随机性不足。攻击者随后能够离线恢复可预测的私钥,并远程清空单签名地址,无需物理接触设备。

自7月30日起,在协同攻击中,从数千个地址中盗取了约1,600 $BTC,价值超过1亿美元。可能的第四波攻击使得总额增加到近2,000 $BTC。Coinkite发布了紧急固件更新,并呼吁受影响的用户转移资金,但设备更新无法修复已生成的随机性不足的助记词。受影响的持有者必须在攻击者得手之前,创建一个新的安全钱包并转移代币。

流通中代币数量几乎翻倍,但价格未涨

Bitcoin.com News根据Newhedge.io的链上分析收集的数据显示了代币移动开始得有多么迅猛。比特币的“热供应量”——衡量前七天内处于活跃流通的币量——从7月28日的403,101.95 $BTC 增长到8月4日的797,407.72 $BTC。这一增长约394,306 $BTC,意味着一周内飙升了98%。

比特币“热供应量”统计数据来自Newhedge.io网站。

而价格则讲述了一个完全不同的故事。同期,比特币从64,000美元下跌至63,000美元区间的低点,跌幅约为0.5%。今日,$BTC 再度突破64,000美元,过去24小时小幅上涨0.5%。这种不一致性表明,增加的活跃度不仅仅是热情的买家入场的结果。它还反映了与盗窃相关的大规模提款、将资金转移到防御性钱包、内部转账以及持有者为可能的出售准备代币。

K33指出,比特币的交易范围处于自2023年以来最窄的30天高低区间内,同时已实现波动率也处于低位。然而,七天活跃供应量进入了基于365天滚动历史记录所测量值的前10%区间。类似飙升在先前周期中既出现在市场局部顶部附近,也出现在底部附近,这意味着该信号指向显著的持仓压力和再分配,而非保证价格走向。

这种再分配似乎有一部分流向了中心化托管方。在X平台的一篇帖子中,Timechainindex.com的Sani报告称,自周五Coldcard被黑以来,加密货币“交易所净流入22,052 $BTC”。持有者可能将交易所用作更换易受攻击钱包期间的临时安全避风港,不过大量资金流入交易所也可能加剧潜在卖压——如果代币继续留在交易平台上的话。

比特币转账量连续两周保持高位

Bitcoin.com News分析的Blockchair.com每日转账统计数据显示,在7月22日至8月4日的整整两周内,网络处理了928万笔交易,平均每天约662,577笔交易。日均数量从第一周的650,417笔增加到第二周的674,738笔,增长3.7%。

根据blockchair.com数据得出的比特币网络每日转账量。

7月26日是这两周内最繁忙的一天,记录了758,094笔交易,其次是7月24日的736,287笔和8月1日的734,264笔。在14天中有11天,每日活跃度保持在60万笔交易以上,这表明了网络使用的稳定,而非一次性的活动激增。

根据blockchair.com数据得出的比特币网络单日交易量前五名。

数据还显示,就在上周Coldcard漏洞被曝光之前,7月19日创下了历史交易量纪录。这一898,862笔的数字使其位列历史第三,仅次于2024年4月23日(927,010笔)和2024年9月8日(910,083笔)。第四位是2026年6月23日,为862,979笔,随后是2024年7月21日,为859,629笔。然而,比特币在Coldcard漏洞爆出前不到两周就录得了史上第三繁忙日,这一事实表明,在紧急钱包迁移开始之前,网络活动已然处于高位。

持有者资产再分配背景下,非活跃钱包被唤醒

Bitcoin.com News分析的Btcparser.com数据反映了“旧比特币的苏醒”,显示在7月30日至最近记录的8月5日期间,总计有39个非活跃地址转移了共计1,486.09044782 $BTC,价值超过9500万美元。一个创建于2010年的旧地址一次性转移了50 $BTC。两个2011年的地址转移了125.00004374 $BTC,五个2013年的地址转移了620.00100547 $BTC,而五个2014年的地址转移了285.51923857 $BTC

其余转账包括:从两个2015年创建的地址转出19.0395 $BTC,从十个2016年创建的地址转出102.19357827 $BTC,以及从十四个2017年创建的地址转出284.33708177 $BTC。2017年地址组进行了最多的单独转账,但2013年钱包组转出了最大数量的比特币,主要是因为一个地址在8月3日转移了500 $BTC。两个2011年的钱包贡献了略多于125 $BTC,而2014年的总额则略微超过了更活跃的2017年组的转移总额。

并非每一笔非活跃转移都能与Coldcard固件漏洞联系起来,且区块链数据并不能证明每位持有者都在对攻击做出反应。然而,时间上的巧合为更广泛的图景增添了另一层面,这幅图景包括了被盗代币、紧急迁移、交易所余额增长以及近期活跃供应量的近翻倍。接下来的线索将关乎被盗比特币的提现是否会持续、交易所资金流入的方向是否会改变,以及活跃供应量的激增最终能否推动 $BTC 摆脱其异常狭窄的价格区间。

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Related Questions

Q根据文章,什么是比特币的“活跃供应量”(активное предложение),以及最近一周它发生了什么显著变化?

A比特币的“活跃供应量”是指在特定时间段内发生转移的比特币数量,是衡量突然重新进入流通的币量指标。根据文章,在2026年8月初的一周内,大约有890,000枚比特币更换了所有者,这是2026年记录到的最高七日活跃供应量,相比前一周几乎翻倍。

Q导致近期比特币活跃供应量激增的主要原因是什么?

A活跃供应量的激增非常可能由针对Coldcard硬件钱包的攻击事件引发。该攻击利用了2021年3月存在于Coldcard固件中的一个漏洞,该漏洞导致钱包生成的种子短语随机性不足,攻击者因此能够离线恢复出可预测的私钥并远程盗取资金。这引发了受影响的用户紧急转移资产。

Q尽管活跃供应量大幅增加,同期比特币的价格表现如何?这种对比说明了什么?

A在活跃供应量几乎翻倍的同时,比特币价格保持相对稳定,仅在小范围内窄幅波动,甚至略有下跌。这种不匹配表明,链上活动的激增并非主要由积极买家入场推动,而更多反映了因盗窃导致的资金转移、用户将资产转移到更安全的钱包、内部转账以及持有者为可能的出售做准备等行为。

Q文章提到,在Coldcard攻击事件后,有多少比特币净流入交易所?这可能带来什么影响?

A根据文章引用X上的帖子,自Coldcard漏洞事件发生后的星期五起,加密货币交易所在净流入方面收到了22,052枚比特币。这可能意味着用户将交易所作为更换脆弱钱包期间的临时安全港。然而,大量资金流入交易所也可能增加潜在的抛售压力,如果这些币长期停留在交易平台上的话。

Q除了Coldcard事件相关的转移,链上数据还显示了什么长期趋势或背景信息?

A数据显示,在Coldcard漏洞被利用前,比特币网络的交易活动已经处于高位。例如,7月19日创下了历史第三高的单日交易量纪录(898,862笔)。此外,在观测期间,一些沉寂多年的“古老”比特币地址(最早可追溯到2010年)也发生了资金转移,虽然不能全部归因于Coldcard事件,但时间上的重合为整体的资产重新配置图景增加了另一层信息。

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How Does SPERO,$$s$ Work? SPERO,$$s$ employs a multi-faceted framework that distinguishes it from conventional cryptocurrency projects. Here are some of the key features that underline its uniqueness and innovation: Decentralised Governance: SPERO,$$s$ integrates decentralised governance models, empowering users to participate actively in decision-making processes regarding the project’s future. This approach fosters a sense of ownership and accountability among community members. Token Utility: SPERO,$$s$ utilises its own cryptocurrency token, designed to serve various functions within the ecosystem. These tokens enable transactions, rewards, and the facilitation of services offered on the platform, enhancing overall engagement and utility. Layered Architecture: The technical architecture of SPERO,$$s$ supports modularity and scalability, allowing for seamless integration of additional features and applications as the project evolves. This adaptability is paramount for sustaining relevance in the ever-changing crypto landscape. Community Engagement: The project emphasises community-driven initiatives, employing mechanisms that incentivise collaboration and feedback. By nurturing a strong community, SPERO,$$s$ can better address user needs and adapt to market trends. Focus on Inclusion: By offering low transaction fees and user-friendly interfaces, SPERO,$$s$ aims to attract a diverse user base, including individuals who may not previously have engaged in the crypto space. This commitment to inclusion aligns with its overarching mission of empowerment through accessibility. Timeline of SPERO,$$s$ Understanding a project's history provides crucial insights into its development trajectory and milestones. Below is a suggested timeline mapping significant events in the evolution of SPERO,$$s$: Conceptualisation and Ideation Phase: The initial ideas forming the basis of SPERO,$$s$ were conceived, aligning closely with the principles of decentralisation and community focus within the blockchain industry. Launch of Project Whitepaper: Following the conceptual phase, a comprehensive whitepaper detailing the vision, goals, and technological infrastructure of SPERO,$$s$ was released to garner community interest and feedback. Community Building and Early Engagements: Active outreach efforts were made to build a community of early adopters and potential investors, facilitating discussions around the project’s goals and garnering support. Token Generation Event: SPERO,$$s$ conducted a token generation event (TGE) to distribute its native tokens to early supporters and establish initial liquidity within the ecosystem. Launch of Initial dApp: The first decentralised application (dApp) associated with SPERO,$$s$ went live, allowing users to engage with the platform's core functionalities. Ongoing Development and Partnerships: Continuous updates and enhancements to the project's offerings, including strategic partnerships with other players in the blockchain space, have shaped SPERO,$$s$ into a competitive and evolving player in the crypto market. Conclusion SPERO,$$s$ stands as a testament to the potential of web3 and cryptocurrency to revolutionise financial systems and empower individuals. With a commitment to decentralised governance, community engagement, and innovatively designed functionalities, it paves the way toward a more inclusive financial landscape. As with any investment in the rapidly evolving crypto space, potential investors and users are encouraged to research thoroughly and engage thoughtfully with the ongoing developments within SPERO,$$s$. The project showcases the innovative spirit of the crypto industry, inviting further exploration into its myriad possibilities. While the journey of SPERO,$$s$ is still unfolding, its foundational principles may indeed influence the future of how we interact with technology, finance, and each other in interconnected digital ecosystems.

309 Total ViewsPublished 2024.12.17Updated 2024.12.17

What is $S$

What is AGENT S

Agent S: The Future of Autonomous Interaction in Web3 Introduction In the ever-evolving landscape of Web3 and cryptocurrency, innovations are constantly redefining how individuals interact with digital platforms. One such pioneering project, Agent S, promises to revolutionise human-computer interaction through its open agentic framework. By paving the way for autonomous interactions, Agent S aims to simplify complex tasks, offering transformative applications in artificial intelligence (AI). This detailed exploration will delve into the project's intricacies, its unique features, and the implications for the cryptocurrency domain. What is Agent S? Agent S stands as a groundbreaking open agentic framework, specifically designed to tackle three fundamental challenges in the automation of computer tasks: Acquiring Domain-Specific Knowledge: The framework intelligently learns from various external knowledge sources and internal experiences. This dual approach empowers it to build a rich repository of domain-specific knowledge, enhancing its performance in task execution. Planning Over Long Task Horizons: Agent S employs experience-augmented hierarchical planning, a strategic approach that facilitates efficient breakdown and execution of intricate tasks. This feature significantly enhances its ability to manage multiple subtasks efficiently and effectively. Handling Dynamic, Non-Uniform Interfaces: The project introduces the Agent-Computer Interface (ACI), an innovative solution that enhances the interaction between agents and users. Utilizing Multimodal Large Language Models (MLLMs), Agent S can navigate and manipulate diverse graphical user interfaces seamlessly. Through these pioneering features, Agent S provides a robust framework that addresses the complexities involved in automating human interaction with machines, setting the stage for myriad applications in AI and beyond. Who is the Creator of Agent S? While the concept of Agent S is fundamentally innovative, specific information about its creator remains elusive. The creator is currently unknown, which highlights either the nascent stage of the project or the strategic choice to keep founding members under wraps. Regardless of anonymity, the focus remains on the framework's capabilities and potential. Who are the Investors of Agent S? As Agent S is relatively new in the cryptographic ecosystem, detailed information regarding its investors and financial backers is not explicitly documented. The lack of publicly available insights into the investment foundations or organisations supporting the project raises questions about its funding structure and development roadmap. Understanding the backing is crucial for gauging the project's sustainability and potential market impact. How Does Agent S Work? At the core of Agent S lies cutting-edge technology that enables it to function effectively in diverse settings. Its operational model is built around several key features: Human-like Computer Interaction: The framework offers advanced AI planning, striving to make interactions with computers more intuitive. By mimicking human behaviour in tasks execution, it promises to elevate user experiences. Narrative Memory: Employed to leverage high-level experiences, Agent S utilises narrative memory to keep track of task histories, thereby enhancing its decision-making processes. Episodic Memory: This feature provides users with step-by-step guidance, allowing the framework to offer contextual support as tasks unfold. Support for OpenACI: With the ability to run locally, Agent S allows users to maintain control over their interactions and workflows, aligning with the decentralised ethos of Web3. Easy Integration with External APIs: Its versatility and compatibility with various AI platforms ensure that Agent S can fit seamlessly into existing technological ecosystems, making it an appealing choice for developers and organisations. These functionalities collectively contribute to Agent S's unique position within the crypto space, as it automates complex, multi-step tasks with minimal human intervention. As the project evolves, its potential applications in Web3 could redefine how digital interactions unfold. Timeline of Agent S The development and milestones of Agent S can be encapsulated in a timeline that highlights its significant events: September 27, 2024: The concept of Agent S was launched in a comprehensive research paper titled “An Open Agentic Framework that Uses Computers Like a Human,” showcasing the groundwork for the project. October 10, 2024: The research paper was made publicly available on arXiv, offering an in-depth exploration of the framework and its performance evaluation based on the OSWorld benchmark. October 12, 2024: A video presentation was released, providing a visual insight into the capabilities and features of Agent S, further engaging potential users and investors. These markers in the timeline not only illustrate the progress of Agent S but also indicate its commitment to transparency and community engagement. Key Points About Agent S As the Agent S framework continues to evolve, several key attributes stand out, underscoring its innovative nature and potential: Innovative Framework: Designed to provide an intuitive use of computers akin to human interaction, Agent S brings a novel approach to task automation. Autonomous Interaction: The ability to interact autonomously with computers through GUI signifies a leap towards more intelligent and efficient computing solutions. Complex Task Automation: With its robust methodology, it can automate complex, multi-step tasks, making processes faster and less error-prone. Continuous Improvement: The learning mechanisms enable Agent S to improve from past experiences, continually enhancing its performance and efficacy. Versatility: Its adaptability across different operating environments like OSWorld and WindowsAgentArena ensures that it can serve a broad range of applications. As Agent S positions itself in the Web3 and crypto landscape, its potential to enhance interaction capabilities and automate processes signifies a significant advancement in AI technologies. Through its innovative framework, Agent S exemplifies the future of digital interactions, promising a more seamless and efficient experience for users across various industries. Conclusion Agent S represents a bold leap forward in the marriage of AI and Web3, with the capacity to redefine how we interact with technology. While still in its early stages, the possibilities for its application are vast and compelling. Through its comprehensive framework addressing critical challenges, Agent S aims to bring autonomous interactions to the forefront of the digital experience. As we move deeper into the realms of cryptocurrency and decentralisation, projects like Agent S will undoubtedly play a crucial role in shaping the future of technology and human-computer collaboration.

974 Total ViewsPublished 2025.01.14Updated 2025.01.14

What is AGENT S

Discussions

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