日报 | 中国将把对美商品关税从 125% 下调至 10% 且为期 90 天;Binance Alpha 积分达到 186 的用户可获得 362 枚 PUFFER 空投

链捕手Publicado em 2025-05-12Última atualização em 2025-05-12

整理:Jerry,ChainCatcher

 

重要资讯:

“过去 24 小时都发生了哪些重要事件”

Binance Alpha 将上线 REDACTED (RDAC)

据官方公告,Binance Alpha 平台将上线 REDACTED (RDAC)代币的交易平台。交易将于 2025 年 5 月 13 日正式开启,符合 Alpha 积分门槛要求的用户将在交易开始后 10 分钟内收到空投奖励。具体的积分门槛将在交易开启前公布。

同时,币安还将引入 Alpha 积分消耗机制,但该机制不适用于此次 RDAC 空投活动。

比特币矿企 American Bitcoin 与 Gryphon 签署合并协议,计划公开上市

据金十报道,比特币矿企 American Bitcoin 宣布与 Gryphon 数字采矿公司签署了正式的合并协议,计划公开上市。

广州南沙将打造区块链与数字资产融合应用平台

中国人民银行、金融监管总局、中国证监会、国家外汇局、广东省人民政府近日联合印发《关于金融支持广州南沙深化面向世界的粤港澳全面合作的意见》。

《意见》的支持数字产业发展中提到:支持在南沙建设区块链、人工智能等关键数字技术与金融场景融合应用的数据算力中心、研发认证中心、测评中心以及监管平台等机构。支持广州数据交易所完善数据流通交易综合性服务,与香港获许可的数字资产交易平台加强合作对接,创新数字资产交易服务方式。

知情人士:特朗普旗下公司 Truth Social 代币将在 72 小时内发行

据 X 用户 @cryptomanran 披露,特朗普旗下社交平台 TruthSocial 的 Meme 币将在接下来的 72 小时内上线。

此前报道,特朗普媒体集团拟推出 Truth Social 实用型代币。

Binance Alpha 积分达到 186 的用户可获得 362 枚 PUFFER 空投

据币安客服回复,Binance Alpha 用户若积分达到 186,可获得 362 枚 PUFFER 空投奖励。

此外,Alpha 积分在 147 到 185 之间(含)且 UID 以 5 结尾的用户将有机会获得幸运空投。

Binance Alpha 将上线 NEXPACE(NXPC)

据官方消息,Binance Alpha 将上线 NEXPACE(NXPC),交易将于 5 月 15 日开启。

从 5 月 13 日起,符合条件的用户可使用 Alpha Points 在 Alpha 活动页面上领取空投。活动页面及规则将于明天公布。

​​AggrNews:中国将把对美商品关税从 125% 下调至 10%,为期 90 天

据 AggrNews 报道,中国将自即日起对美国进口商品实施临时性关税下调政策,将现行 125%的关税税率降至 10%,有效期 90 天。

​​赵长鹏警示 Ledger 安全事件:社交账号成加密安全最薄弱环节​

币安创始人赵长鹏今日就 Ledger Discord 管理员账号遭黑客攻击事件发布重要安全警示。他指出,攻击者通过入侵 Ledger 官方 Discord 管理员账号,伪造安全漏洞公告,诱导用户前往钓鱼网站提交 24 字助记词。赵长鹏特别强调:"无论对方是谁,永远不要交出你的私钥恢复助记词",并指出"加密公司的社交网络账号往往是最薄弱的安全环节"。

此次攻击中,黑客精心设计了包含虚假补偿方案的钓鱼信息,谎称 Ledger 安全系统存在漏洞可能导致用户助记词泄露。值得注意的是,黑客使用的钓鱼域名具有高度迷惑性。赵长鹏的警示突显了当前加密行业面临的新型社交工程攻击风险,特别是针对官方沟通渠道的劫持威胁正在升级。

“过去 24 小时有哪些值得阅读的精彩文章”

流动性质押新范式,一文读懂去中心化保证金交易协议 Glow Finance | CryptoSeed

Glow Finance 提供一套互补的 DeFi 工具,围绕保证金账户、池化借贷和自动化策略构建。

中国多地税务稽查个人境外所得,币圈和美港股投资者需要担心吗?

中国四地税务机关联合核查居民境外收入,覆盖中产阶级群体。

a16z:近期传统金融拥抱稳定币关键事件梳理

这些事件背后有一个共同的核心:满足用户需求。

为什么大多数人炒币亏钱?高盛前高管 Raoul Pal 的反直觉致富之道

比特币 DCA 策略为财富基石,Sui 生态占其 70% 仓位,强调理性配置对抗市场波动。

奇葩 VC 大赏:10 种典型加密 VC,你遇到过几种?

不要为了融资而妥协选择投资人。

10 万美金只是起点?矿工持仓创周期新低 + 中美关税豁免,比特币开启狂暴模式

全球市场正处于比特币减半周期与贸易关系再平衡的双重节点,流动性重构或推动资产重新定价。

山寨季 or 山寨 G?“局部牛市”的两难之境

市场分歧较大,仍处于超跌修复阶段。

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 12 日 19:50 :

过去 24h 以太坊热门代币前五依次为:RATO、BERRY、DRMUTANT、PENCIL、OOGRE

过去 24h Solana 热门代币前五依次为:PIPE、POPCAT、Fartcoin、NFTLX、CNC

过去 24h Base 热门代币前五依次为:VIRTUAL、BOBR、SATO、Bsop、BABY SATO

Criptomoedas em alta

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Goldman Sachs: July Smashes Through Crowded Trades, U.S. Stock Bull Market Not Broken but Harder to Navigate

Goldman Sachs: July Sees Crowded Trades Unwound, U.S. Bull Market Intact but Getting Tougher. The U.S. stock market in July did not see an index-level crash, but rather a significant unwinding of speculative positions. While the S&P 500 remained stable—trading within a narrow 3.5% range and staying within 2% of its high—underlying market dynamics were volatile. Heavily crowded trades, particularly in high-momentum tech, AI-linked stocks, and Asian strategies, faced severe pressure and forced deleveraging. Data indicates this was a meaningful cleanse, not a minor adjustment. Global tech exposure saw its largest sell-off in over five years, leverage in Korean equity ETFs plummeted, and Goldman's prime brokerage recorded the largest gross exposure reduction since late 2022. Leverage on momentum factors among fundamental long/short clients fell to the 28th percentile of its one-year range. The AI trade narrative shifted from pure potential to a focus on tangible returns. While Meta failed to show clear AI monetization, Microsoft and Amazon provided evidence that massive capital expenditure is translating into scalable revenue and product growth, preventing a blanket sell-off of the AI sector. The Federal Reserve's more opaque communication style and volatility in long-end Treasury yields have introduced new friction, particularly for rate-sensitive growth and tech stocks. The broader outlook for U.S. equities remains favorable, supported by a strong economy, robust earnings, and substantial AI capital expenditure. However, risk/reward is no longer cheap, and the market's upward elasticity has weakened. The Nasdaq 100's trajectory—up 12% year-to-date despite significant pullbacks—illustrates that the bull trend persists but the path is becoming more difficult. The key lesson from July is that the market no longer rewards crowded, highly leveraged trades, requiring more disciplined and liquid portfolio approaches.

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Interview with Robinhood Executive: Meme + Tokenized US Stocks as "Barbell" Customer Acquisition Strategy, All Business Lines Achieve Hundreds of Millions in Revenue

Interview with Robinhood executive Johann Kerbrat reveals the company's "barbell" customer acquisition strategy for its new Robinhood Chain, combining meme tokens with tokenized stocks. Three weeks after mainnet launch, the chain has seen over $3B in weekly DEX volume and 105M transactions. Kerbrat explains the logic behind the permissionless chain: meme tokens attract DeFi users, while tokenized real-world assets (RWA), currently over 90 US stocks and ETFs accessible in 120+ countries, serve global users. The goal is to bring Robinhood's 27 million funded accounts on-chain by simplifying DeFi with a user-friendly interface, exemplified by features like Robinhood Earn which offers yield without requiring wallet management. Built on Arbitrum's technology stack for its speed, low cost, and Ethereum's security, the chain focuses on financial products like Earn, spot trading, and perpetuals. Kerbrat downplays direct competition with platforms like Base, emphasizing the goal of expanding the overall market for on-chain assets. He details selective partnerships (e.g., Morpho, Lighter) based on compliance, unique UX, and differentiation. While regulatory clarity is pending for US perpetuals, the expansion continues via Bitstamp in Europe. Finally, Kerbrat positions Robinhood as a "super app" integrating stocks, options, crypto, banking, and AI trading, with all major business lines generating hundreds of millions in revenue. For the chain, current priority is driving adoption over maximizing gas fee revenue.

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Fidelity Q3 Report: BTC, ETH, and SOL Continue to Build Bottoms; How Much Further Will This Crypto Bear Market Go?

Fidelity's Q3 Crypto Signal Report analyzes the current bear market, noting Bitcoin (BTC), Ethereum (ETH), and Solana (SOL) are in a prolonged bottoming phase. Key indicators like the weighted Net Unrealized Profit/Loss (NUPL) have turned negative (-0.01), signaling the market is slightly below its aggregate cost basis, with BTC acting as the primary stabilizing asset. BTC's dominance has risen to 68%, indicating a lack of capital rotation to other digital assets. Performance has been weak across the board, with BTC, ETH, and SOL down significantly year-to-date. Market sentiment is depressed, exacerbated by substantial outflows from spot ETPs and a challenging macro environment. The report compares the current ~203-day downtrend to historical ~300-day bottoming cycles, suggesting the process may be two-thirds complete, with late 2026 as a potential timeframe to monitor. For Bitcoin, NUPL at 0.09 indicates cautious sentiment, while momentum signals remain negative. The Yardstick metric points to potential undervaluation relative to network security (hashrate). Ethereum's NUPL is deep in the "capitulation" zone at -0.43, a historically positive signal for future returns, though its momentum and network fee revenue are negative. Solana shows the deepest NUPL at -0.72 but demonstrates relative resilience in on-chain activity and stablecoin transfer volume. The report concludes that while several metrics are near historical capitulation levels, a definitive market bottom has not yet been established. The path forward likely involves continued consolidation, with BTC's relative strength and fundamental on-chain usage for ETH and SOL providing key areas for investor observation.

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Como comprar PUFFER

Bem-vindo à HTX.com!Tornámos a compra de Puffer (PUFFER) simples e conveniente.Segue o nosso guia passo a passo para iniciar a tua jornada no mundo das criptos.Passo 1: cria a tua conta HTXUtiliza o teu e-mail ou número de telefone para te inscreveres numa conta gratuita na HTX.Desfruta de um processo de inscrição sem complicações e desbloqueia todas as funcionalidades.Obter a minha contaPasso 2: vai para Comprar Cripto e escolhe o teu método de pagamentoCartão de crédito/débito: usa o teu visa ou mastercard para comprar Puffer (PUFFER) instantaneamente.Saldo: usa os fundos da tua conta HTX para transacionar sem problemas.Terceiros: adicionamos métodos de pagamento populares, como Google Pay e Apple Pay, para aumentar a conveniência.P2P: transaciona diretamente com outros utilizadores na HTX.Mercado de balcão (OTC): oferecemos serviços personalizados e taxas de câmbio competitivas para os traders.Passo 3: armazena teu Puffer (PUFFER)Depois de comprar o teu Puffer (PUFFER), armazena-o na tua conta HTX.Alternativamente, podes enviá-lo para outro lugar através de transferência blockchain ou usá-lo para transacionar outras criptomoedas.Passo 4: transaciona Puffer (PUFFER)Transaciona facilmente Puffer (PUFFER) no mercado à vista da HTX.Acede simplesmente à tua conta, seleciona o teu par de trading, executa as tuas transações e monitoriza em tempo real.Oferecemos uma experiência de fácil utilização tanto para principiantes como para traders experientes.

244 Visualizações TotaisPublicado em {updateTime}Atualizado em 2026.06.02

Como comprar PUFFER

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Bem-vindo à Comunidade HTX. Aqui, pode manter-se informado sobre os mais recentes desenvolvimentos da plataforma e obter acesso a análises profissionais de mercado. As opiniões dos utilizadores sobre o preço de PUFFER (PUFFER) são apresentadas abaixo.

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