加密早报：虚拟货币新规出台，本周 AVAX、APT、STRK 等代币将迎来大额解锁

marsbitPublicado a 2026-02-09Actualizado a 2026-02-09

Resumen

中国人民银行等八部门联合发布新规，全面禁止虚拟货币交易及RWA代币化业务，相关活动定性为非法金融活动。美国伊利诺伊州提出《社区比特币储备法案》，拟建立州政府运营的比特币储备。白宫将于下周举行稳定币收益讨论会议。市场方面，日经225指数大涨4%。Bithumb交易所因误发62万枚BTC事故承诺全额赔偿并加强风控。易理华链上地址ETH近乎清仓，李林澄清未减持BTC和ETH。Michael Saylor或将于下周增持比特币。本周多个代币将迎来大额解锁，包括AVAX（约1520万美元）、APT（约1230万美元）、STRK（约630万美元）等。FWDI首席信息官表示若行业资金紧张将采取进攻策略并整合其他SOL财库公司。推荐阅读内容涵盖市场趋势、比特币与全球经济关系、流动性危机分析及抄底策略建议。

作者:深潮 TechFlow

昨日市场动态

日经 225 指数日内大涨 4.00%,现报 56437.40 点

日经 225 指数日内大涨 4.00%,现报 56437.40 点。

加密记者:白宫下一轮稳定币收益讨论会议将于下周二举行

据加密记者 Eleanor Terrett 报道,有知情人士称,白宫关于稳定币收益的下一轮讨论会议已定于下周二举行。此次会议仍将在工作人员层面进行,这次银行代表本身将出席,同时还有行业协会代表。

美国伊利诺伊州本周提出《社区比特币储备法案》,拟建立由州政府运营的比特币储备计划

据 Bitcoincom News 报道,美国伊利诺伊州本周提出《社区比特币储备法案》(Community Bitcoin Reserve Act),拟建立由州政府运营的比特币储备计划,采用多签冷钱包托管,首个储备名为 Altgeld Bitcoin Reserve。法案规定,储备中的 BTC 仅可在经新的立法授权后方可交易或出售。

央行等八部门联合发文:全面禁止虚拟货币交易和RWA代币化业务

中国人民银行联合七部门今日发布《关于进一步防范和处置虚拟货币等相关风险的通知》(银发〔2026〕42 号),明确虚拟货币不具有法定货币地位,相关业务活动属非法金融活动。

通知禁止境内开展虚拟货币交易及现实世界资产 (RWA) 代币化活动,未经相关部门批准,境内主体不得在境外发行虚拟货币或开展代币化业务。

金融机构不得为相关活动提供服务,互联网企业不得提供网络场所和宣传推广。通知要求加强风险监测和行业监管,严厉打击相关违法犯罪活动。本通知自发布之日起施行,同时废止 2021 年相关规定。

彭博分析师:21Shares 已提交 Ondo ETF 申请

彭博高级 ETF 分析师 Eric Balchunas 发文披露,21Shares 已提交 Ondo ETF 申请文件。

易理华链上地址中的 ETH 已彻底清仓

据 Arkham 数据显示,易理华相关的链上地址向币安转入了最后的 534 枚 ETH,其链上地址中的 ETH 已彻底清仓,目前仅剩 0.165 ETH。

Bithumb:将为“误发 62 万枚 BTC ”事故受影响客户提供全额赔偿

据官方公告,韩国加密货币交易所 Bithumb 针对 2 月 6 日发生的“误发 62 万枚 BTC ”事故发布全面赔偿方案。Bithumb 承诺为受影响客户提供 110% 的特别赔偿,预计损失约 10 亿韩元。

公告表示,Bithumb 将加强内部控制系统,包括升级资产验证系统、完善多级审批流程、强化异常交易检测与自动阻断 AI 系统,并通过全球安全专业机构进行系统审计。

此外,Bithumb 还将为事故期间登录的所有用户提供 2 万韩元补偿,为全体用户提供 7 天零手续费交易,并设立 1000 亿韩元规模的"客户保护基金",确保客户资产安全。

李林回应传言:非 LD 或 Garrett Gin 投资人,本轮行情未减持 BTC 或 ETH

火币创始人李林发文表示,“自己并非 LD 或 Garrett Gin 的投资人,本轮行情中也未减仓比特币或以太坊,已休息多年,但几乎每年仍需就相关传言进行澄清。”

FWDI CIO:若行业陷入资金紧张,将采取进攻策略并整合其他 SOL 财库公司

据 Coindesk 报道,最大 Solana 财库公司 Forward Industries (FWDI) 首席信息官 Ryan Navi 表示,市场的错误定价正在创造机会,Forward 没有债务,如果行业陷入资金紧张,将采取进攻策略并整合其他 SOL 财库公司。

FWDI 拥有近 700 万 SOL,是上市 SOL 储备量最大的公司,比其后三个竞争对手的总和还要多。

Ryan Navi 重申,「无杠杆资产负债表是加密财库市场真正的优势。当别人都在防守时,Forward Industries 将维持增持。未来也将不杠杆,不负债,并将 Solana 视为战略基础设施的长期投资,而不是短期投机。」

Michael Saylor 再次发布比特币 Tracker 信息,或将于下周增持比特

Strategy 创始人兼执行主席 Michael Saylor 在 X 平台再次发布比特币 Tracker 相关信息并写道“Orange Dots Matter.”。

根据此前规律,Strategy 总是在相关消息发布之后的第二天披露增持比特币信息。

本周 AVAX、APT、STRK 等代币将迎来大额解锁

Token Unlocks 数据显示,本周多个加密货币项目将迎来代币解锁。

CONX 将于 2 月 15 日解锁 132 万代币,价值约 1560 万美元,占流通量 1.56%;

AVAX 将于 2 月 11 日解锁 167 万代币,价值约 1520 万美元,占流通量 0.32%;

APT 将于 2 月 10 日解锁 1131 万代币,价值约 1230 万美元,占流通量 0.69%;

STRK 将于 2 月 15 日解锁 1.27 亿代币,价值约 630 万美元,占流通量 4.61%;

SEI 将于 2 月 15 日解锁 5556 万代币,价值约 420 万美元,占流通量 1.03%;

MOVE 将于 2 月 9 日解锁 1.64 亿代币,价值约 380 万美元,占流通量 5.46%;

ME 将于 2 月 9 日解锁约 148 万代币,价值约 148 万美元,占流通量 2.32%;

LINEA 将于 2 月 10 日解锁约 438 万代币,价值约 438 万美元,占流通量 5.96%。

行情动态

Preguntas relacionadas

Q中国人民银行等八部门联合发布的新规，对虚拟货币交易和RWA代币化业务做出了哪些主要限制？

A新规明确虚拟货币不具有法定货币地位，相关业务活动属非法金融活动。禁止境内开展虚拟货币交易及现实世界资产（RWA）代币化活动，未经批准境内主体不得在境外发行虚拟货币或开展代币化业务。金融机构不得为相关活动提供服务，互联网企业不得提供网络场所和宣传推广。

Q本周哪些代币将迎来大额解锁？其中解锁数量占流通量比例最高的是哪个代币？

A本周将迎来大额解锁的代币包括CONX、AVAX、APT、STRK、SEI、MOVE、ME和LINEA。其中，解锁数量占流通量比例最高的是MOVE代币，解锁比例为5.46%。

Q美国伊利诺伊州提出的《社区比特币储备法案》主要内容是什么？

A美国伊利诺伊州提出的《社区比特币储备法案》拟建立由州政府运营的比特币储备计划，采用多签冷钱包托管，首个储备名为Altgeld Bitcoin Reserve。法案规定，储备中的BTC仅可在经新的立法授权后方可交易或出售。

Q韩国交易所Bithumb为‘误发62万枚BTC’事故提供了哪些赔偿和补偿措施？

ABithumb承诺为受影响客户提供110%的特别赔偿，预计损失约10亿韩元。此外，还为事故期间登录的所有用户提供2万韩元补偿，为全体用户提供7天零手续费交易，并设立1000亿韩元规模的'客户保护基金'以确保客户资产安全。

QForward Industries (FWDI) 的首席信息官Ryan Navi对当前市场环境下的策略是什么？

ARyan Navi表示，市场的错误定价正在创造机会，Forward没有债务，如果行业陷入资金紧张，将采取进攻策略并整合其他SOL财库公司。公司重申将维持增持，不杠杆，不负债，并将Solana视为战略基础设施的长期投资，而不是短期投机。

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