【比推每日新闻精选】美联储 12 月降息 25 个基点概率升至 86.9%;Bitwise 更新其现货 Avalanche ETF 的申请文件,拟加入质押功能;DWF Labs 联创:如今的 DAT 就像 2017 年末的 ICO;分析:贝莱德 IBIT 持有者重回盈利状态,ETF 抛压或放缓

比推Publicado a 2025-11-28Actualizado a 2025-11-28

比推小编每日为您精选的Web3新闻:

美联储 12 月降息 25 个基点概率升至 86.9%】

比推消息,据金十报道,CME “美联储观察”显示,美联储 12 月降息 25 个基点的概率升至 86.9%,维持利率不变的概率为 13.1%。到明年 1 月,累计降息 25 个基点的概率为 67.3%,维持利率不变的概率为 9.6%,累计降息 50 个基点的概率为 23.1%。

Bitwise 更新其现货Avalanche ETF 的申请文件,拟加入质押功能】

比推消息,据 CoinDesk 报道,Bitwise 向美国证券交易委员会(SEC)更新了其现货 Avalanche ETF 的申请文件,这一修订将 Avalanche ETF 的代码变更为 BAVA,并将赞助费费率设定为 0.34%,目前在同类产品中最低。

相比之下,VanEck 的 Avalanche ETF 费率为 0.4%,灰度的则为 0.5%。更新版 S-1 申请文件还表示,将允许该信托在 Avalanche 的权益证明网络上质押其持有的多达 70% 的 AVAX,以赚取额外的代币。不过发行方考虑将收益产生的 12% 作为费用扣除,其余部分则分配给股东。

由于竞争对手尚未开展质押业务,目前他们的费用仅限于赞助费。Bitwise 还针对首批 5 亿美元资产在第一个月提供全额费用减免,旨在将 BAVA 定位为传统投资者获取 Avalanche 敞口和质押收入的成本最低的方式。

DWF Labs联创:如今的 DAT 就像 2017 年末的 ICO】

比推消息, DWF Labs联创 Andrei Grachev 在 X 平台发文表示,如今的 DAT 就像 2017 年末的 ICO。

或暗示 DAT 已达巅峰,将走向末路。

【分析:贝莱德 IBIT 持有者重回盈利状态,ETF 抛压或放缓】

比推消息,据 Cointelegraph 报道,贝莱德现货比特币 ETF IBIT 持有者在比特币回升至 90,000 美元上方后重回盈利状态,预示今年推动市场发展的关键投资者群体之一的情绪可能正在发生转变。Arkham 数据显示,最大现货比特币基金贝莱德 IBIT 的持有人累计盈利回升至 32 亿美元。

Arkham 表示:贝莱德 IBIT 和 ETHA 持有人在 10 月 7 日其盈亏峰值时总共几乎盈利 400 亿美元,而 4 天前跌至 6.3 亿美元。这意味着所有 IBIT 买入的平均成本几乎持平。

随着 ETF 持有者不再承压,比特币 ETF 的抛售速度可能会继续放缓。自 11 月 20 日记录的 9.03 亿美元净流出后,情况已显著改善。

【多家华尔街机构公布 2026 年美股预测:牛市还未结束,标普 500 指数最低涨至 7500 点】

比推消息,多家华尔街机构公布 2026 年美股预测,倾向于认为美股下一阶段仍有上涨空间,AI 热潮继续重塑经济和金融市场。

德意志银行将标普 500 指数的 2026 年年底目标价定为 8000 点,汇丰将 2026 年的目标定为 7500 点;摩根士丹利也预计明年将是强劲的一年,预测该指数将在 2026 年收于 7800 点,该行策略师 Mike Wilson 将其称为新牛市,他在上周的一份报告中表示,滚动式衰退已于今年早些时候结束,政策支持和盈利强度将持续到明年。

摩根大通的立场与此类似,该行对 2026 年的基准预测是冲向 7500 点,但认为如果通胀前景改善促使美联储更积极地降息,指数有望突破 8000 点。目前,摩根大通预计美联储在暂停降息前还会有两次降息。

TetherCircle 已累计铸造价值 172.5 亿美元的稳定币】

比推消息,据 Lookonchain 监测,Circle 再次铸造 12.5 亿枚 USDC,Tether 和 Circle 已铸造价值 172.5 亿美元的稳定币。


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