加密早报：Telegram 创始人被捕，机构认为 9 月首次降息大概率为 25 基点

深潮Pubblicato 2024-08-26Pubblicato ultima volta 2024-08-26

OP、SUI、DYDX等本周将迎来大额解锁，SUI将解锁约6509万美元。

作者：深潮 TechFlow

门头沟 Mt.Gox 钱包地址比特币持仓量已减少约 77%

据 Arkham 监测，自 2021 年初以来，Mt. Gox 钱包共持有 141,690 枚比特币，市值在 2024 年 3 月达到 101.2 亿美元的峰值。目前，Mt. Gox 钱包持有 32,900 枚比特币（约合 21.1 亿美元），约占 2021 年初时持有的 23%，持有量已减少约 77%。

1confirmation：预计以太坊市值5年内超过比特币，DeFi和NFT将重回巅峰

加密投资机构 1confirmation 公布第 2 季度 LP 信函，创始人 Nick Tomaino 表示，以太坊市值将在未来五年内超过比特币。目前比特币的市值是以太坊的 4 倍，二者都会继续增长，但以太坊最终会超过比特币。比特币有一个明确的叙事（数字黄金），而机构现在已经接受并买入。以太坊是过去 5 年中该领域最具影响力的区块链，但 ETH 尚未得到很好的理解。以太坊稀缺、产生收益且有实际用例。由于其市值现在明显小于比特币，华尔街能够拥有更多。预计华尔街将持续买入，并在未来几年向世界大力宣传以太坊。

中信证券：鲍威尔演讲后，维持此前9月首次降息25基点的判断

中信证券发布研报指出，美联储主席鲍威尔在2024年Jackson Hole全球央行年会上的演讲“转折点”意味明显，表示“政策调整的时机已经到来”，近乎“官宣”9月降息。鲍威尔对经济情况的描述依旧倾向于“软着陆”，认为当前的就业市场没有2019年紧张，鲍威尔演讲后，美股市场“软着陆”交易逻辑特征明显。当前时点，中信证券维持此前判断，即预计美联储将于9月FOMC会议首次降息25bps，全年有50—75bps的降息空间，需警惕市场过度交易美联储降息幅度后，可能带来的资产价格调整风险。

DOGS：CEX 和 Telegram 钱包申领功能已关闭

Telegram 原生 Meme 项目 DOGS 在社群宣布：“CEX 和 Telegram 钱包的申领功能现已关闭，如果错过申领仍然可以选择在链上申领代币，可在应用程序中连接钱包，以确保流程顺利处理。”

Telegram 联合创始人兼 CEO Pavel Durov 在法国被捕，TON 社区表示将继续全面运营

Telegram 联合创始人兼 CEO Pavel Durov 在法国被捕。Durov 乘坐私人飞机从阿塞拜疆抵达法国后，被法国国家反欺诈办公室逮捕。逮捕原因据称与 Telegram 平台上的非法活动有关，包括协助恐怖主义、毒品和赃物销售、欺诈等。针对 Telegram 创始人 Pavel Durov 被捕的消息，TON 社区发表声明表示将继续全面运营。

Vitalik回应Telegram创始人被捕：欧洲软件和通信自由的未来令人担忧

针对 Telegram 创始人被捕事件，Vitalik 在 X 平台表示：我之前曾批评过 Telegram 对加密不够认真。但是（根据目前掌握的信息：指控似乎只是“不受监管”，并没有泄露人们的数据）逮捕创始人看起来非常糟糕，并且令人担忧欧洲软件和通信自由的未来。

TON将Resistance Dog徽标添加至X账户头像

TON 官方推特将 Telegram 创始人Pavel Durov 于 2018 年手绘的 Resistance Dog （REDO ）徽标添加至头像。或受TON更换社媒头像影响，Resistance Dog（REDO）昨日大涨超过60%。

OP、SUI、DYDX等本周将迎来大额解锁，SUI将解锁约6509万美元

据 Token Unlocks 数据显示，OP、SUI 、DYDX 等多个项目下周将迎来代币一次性大额解锁，其中：

Yield Guild Games 将于8月27日解锁1408万枚YGG ，价值约676万美元，占流通供应量的3.7%；

SingularityNET 将于8月28日解锁832万枚 AGIX，价值约428万美元，占流通供应量的1.58%；

Optimism将于8月31日解锁3134万枚OP，价值约5046万美元，占流通供应量的2.64 %；Echelon Prime将于8月31日解锁75万枚PRIME，价值约537 万美元，占流通供应量的1.68 %；Manta Network将于8月31日解锁187万枚MANTA，价值约151万美元，占流通供应量的0.5%；dydx将于9月1日解锁833万枚DYDX ，价值约 975万美元，占流通供应量的3.67%；

Sui将于9月1日解锁6419万枚SUI ，价值约 6509万美元，占流通供应量的2.47%；

Zetachain将于9月1日解锁5389万枚ZETA ，价值约3305万美元，占流通供应量的15.71%；Ethena将于9月1日解锁1489万枚ENA，价值约 536万美元，占流通供应量的0.82%。

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