加密早报：参院已有足够票数通过结束停摆法案，本周 APT、LINEA、AVAX 等代币将迎来大额解锁

深潮Publicado em 2025-11-10Última atualização em 2025-11-10

FTX 第四轮偿付预计在 2026 年 1 月进行，分发资格截止确认日期或为 12 月。

作者：深潮 TechFlow

昨日市场动态

消息人士：参议院已获得足够多民主党议员的支持票，以通过结束政府停摆的法案

据金十数据报道，消息人士表示，美国参议院民主党党团至少有8票支持通过协商达成协议以结束政府停摆，已确保足够的民主党票数通过结束政府停摆的法案。

美国消费者信心跌至历史第二低点，低于2008年经济衰退水平

密歇根大学最新数据显示，11月份美国消费者信心指数下跌3.3点至50.3，创历史第二低点，显著低于市场预期的53.0点。这是该指数连续第四个月下滑。

当前状况指数下降6.3点至52.3，创下历史最低水平；消费者预期指数下降1.3点至49.0，为2022年7月以来的第三低点。值得注意的是，目前消费者信心指数已低于所有以往经济衰退时期，包括2008年金融危机。

分析人士指出，尽管官方通胀数据显示有所缓解，但生活必需品价格仍然高企，导致美国消费者普遍感受到经济压力，许多人认为美国实际上已处于经济衰退之中。

美 CFTC 或将允许稳定币作为可接受的代币化抵押品

据CoinDesk报道，美国国会一直试图赋予美国商品期货交易委员会（CFTC）对加密货币现货市场更大的直接管辖权，据知情人士透露，CFTC正在制定一项代币化抵押品政策，预计将于明年初出台，该政策或将允许在衍生品市场中使用稳定币作为可接受的代币化抵押品，可能首先在美国清算所进行试点，并实施更严格的监管，要求披露更多信息，例如持仓规模、大额交易者和交易量，以及更详细地报告运营事件。

陈茂波：香港金管局在金融科技周提出 40 多项具体措施，聚焦金融代币化等领域

香港财政司司长陈茂波发表司长随笔《金融创科相互促进》，其中指出香港金管局在金融科技周提出40多项具体措施，“金融科技2030”策略聚焦金融代币化、支付基建、人工智能等领域。陈茂波还披露香港数码港和科技园旗下创企过去一年融资额达60亿港元，多家落户企业上市，总募资额达52亿港元。

Re7 Labs 发布 xUSD 脱锚影响报告：受 Stable Labs 影响资金约为 1300 万美元且暂未收到回应

Re7 Labs 发布 xUSD 脱锚影响报告，受 Stable Labs 影响的资金超 1300 万美元。报告中指出：

1、Stream-xUSD：Stream CEO已保证财务状况稳定未受市场事件影响，目前Stream已部分偿还Plasma上的借贷头寸和Re7 Labs在Worldchain上的金库中价值700万美元的USDC；与此同时，为了防止进一步的风险敞口，Re7 Labs 将 Earn 金库中所有资金从 xUSD 市场转移出去。此外，将 xUSD 市场的上限设置为 0，并将其从 Euler Earn 金库的供应队列中移除。

2、Elixir-deUSD和sdeUSD：上周发现使用deUSD和sdeUSD作为抵押品的借款人似乎与Stream有关联后开始降低对Stream和Elixir的风险敞口，具体措施包括降低投资上限，以及将资金从包含xUSD、deUSD和sdeUSD的市场转移出去，当前使用sdeUSD抵押品的借款头寸已在Plume上全部偿还；

3、Stable Labs-USDx和SUSDx：本周与Stable Labs CEO Flex进行了沟通，发现他可能遇到麻烦，目前已要求其存入流动性使用户能够平仓，受Stable Labs影响的资金约为13,114,000美元且暂未收到回应。

Re7 Labs表示正在寻求法律意见，在对事件各个方面进行全面评估后将制定适当的法律和战略应对措施。

Hourglass：Stable 预存款活动第二阶段已开放 KYC 认证

Hourglass 在 X 平台发文表示，Stable 预存款活动第二阶段现已开放 KYC 认证，目前超过 24,000 个钱包（存款总额约 17.4 亿美元）已成功通过初步钱包筛选。

每个用户必须在 UTC 时间 11 月 11 日星期二晚上 11:59 之前完成 KYC；
之前未能完成 KYC 的用户可以在此窗口期内完成 KYC。如果您已存入 USDC 但未收到 KYC 链接，则说明您的钱包未通过 Chainalysis 钱包审核，您可以随时直接从合约中提取 USDC；
KYC 链接只能通过用户控制面板中的 Hourglass 前端访问。切勿相信从其他渠道收到的链接；

如果您的 KYC 审核被拒绝，请不要立即重新提交，重新审核流程将在 Hourglass Discord 上尽快发布。

Coinbase官方发文疑似暗示将推出Launchpad平台

Coinbase 官方于 X 平台发布视频并配文：“它不必如此。”视频中多次提及 Launchpool、Launches 等词汇，结合评论区信息，或暗示将于 11 月 10 日推出旗下 Launchpad 平台。

FTX 第四轮偿付预计在 2026 年 1 月进行，分发资格截止确认日期或为 12 月

FTX 债权人代表 Sunil 发推表示，FTX 面向债权人偿付前的总资产为 160 亿至 170 亿美元，2025 年 2 月 18 日偿付 4.54 亿美元，2025 年 5 月 30 日偿付 50 亿美元，2025 年 9 月 30 日偿付 16 亿美元，总偿付金额已达到 71 亿美元。

下一次偿付预计在 2026 年 1 月进行，确定分发资格的截止日期可能在 12 月（债权人代表 Sunil 表示具体日期仍需等待官方公告）。

Bitget 任命 Ignacio Aguirre Franco 为首席营销官（CMO）

Bitget 宣布任命 Ignacio Aguirre Franco 为首席营销官（CMO）。Ignacio 拥有超过十五年的科技、金融科技及区块链领域经验，曾任职于 Adobe、SAP、Scorechain、Xapo Bank 等国际知名企业并担任高级职位，具备丰富的全球品牌运营与用户增长经验。

作为 CMO，Ignacio 的核心职责将围绕 Bitget 全景交易所（UEX, Universal Exchange）愿景展开，推动 CeFi、DeFi 与 TradFi 生态的无缝整合，打造“一站买尽全球资产”的多元金融生态系统；同时，他将负责全球品牌战略，提升用户参与度，优化产品叙事，以加速 Bitget 链上交易、股票合约、GetAgent 等创新产品的普及，为公司 2026 年突破 1.5 亿用户的目标注入关键动力。

摩根大通入股以太坊储备龙头Bitmine，持仓市值1.02亿美元

摩根大通于11月7日向美国证交会提交的13F-HR持仓文件显示，截至9月30日，该行持有全球最大以太坊储备企业Bitmine Immersion Technologies1,974,144股股份，持仓市值达1.02亿美元。Bitmine原为比特币矿商，2025年转型为以太坊储备公司，目前已持有超324万枚以太坊，规模稳居全球储备首位。

本周 APT、LINEA、AVAX 等代币将迎来大额解锁，总价值超 2 亿美元

根据 Tokenomist 数据显示，本周将有多个代币进行大额解锁：

APT 将于 11月11日解锁 1131万枚代币，价值约 3630万美元，占流通量的 0.49%；
LINEA 将于 11月10日解锁 28.8亿枚代币，价值约 3621万美元，占流通量的 16.44%；
AVAX 将于 11月13日解锁 167万枚代币，价值约 2962万美元，占流通量的 0.33%；
CONX 将于 11月15日解锁 232万枚代币，价值约 2919万美元，占流通量的 2.92%；
ARB 将于 11月16日解锁 9265万枚代币，价值约 2778万美元，占流通量的 1.94%；
STRK 将于 11月15日解锁 1.27亿枚代币，价值约 1884万美元，占流通量的 5.34%；
WCT 将于 11月15日解锁 1.2489亿枚代币，价值约 1573万美元，占流通量的 65.21%；
CHEEL 将于 11月13日解锁 2081万枚代币，价值约 1373万美元，占流通量的 2.95%；
SEI 将于 11月15日解锁 5556万枚代币，价值约 1014万美元，占流通量的 1.11%；
LAYER 将于 11月11日解锁 2702万枚代币，价值约 678万美元，占流通量的 9.51%；
PEAQ 将于 11月12日解锁 8484万枚代币，价值约 649万美元，占流通量的 5.57%；
USUAL 将于 11月14日解锁 1.75亿枚代币，价值约 594万美元，占流通量的 18.78%；
BB 将于 11月13日解锁 6085万枚代币，价值约 565万美元，占流通量的 7.52%；
IO 将于 11月11日解锁 1329万枚代币，价值约 423万美元，占流通量的 5.55%；
W 将于 11月14日解锁 5041万枚代币，价值约 330万美元，占流通量的 1.03%；
XCN 将于 11月15日解锁 2.9638亿枚代币，价值约 201万美元，占流通量的 0.81%；
AGI 将于 11月11日解锁 6903万枚代币，价值约 186万美元，占流通量的 3.89%；
IOTA 将于 11月12日解锁 1237万枚代币，价值约 176万美元，占流通量的 0.33%；
PUFFER 将于 11月13日解锁 1917万枚代币，价值约 165万美元，占流通量的 19.78%；

行情动态

Criptomoedas em alta

CitreaCTR

wrapped stUSDTWSTUSDT

Velodrome FinanceVELODROME

BrevisBREV

ZRX（0X）ZRX

Leituras Relacionadas

Two Legends Lost in Three Days: Is Google's AI Talent Dam Cracking?

In three days, Google lost two AI legends. On June 18, Noam Shazeer, co-author of the seminal "Attention is All You Need" paper and Gemini co-lead, left for OpenAI. Just 48 hours later, John Jumper, 2024 Nobel laureate and AlphaFold lead, departed DeepMind for Anthropic. This follows Andrej Karpathy joining Anthropic in May. These moves highlight a structural trend: top AI talent is concentrating at mission-driven, pre-IPO firms like OpenAI and Anthropic, while Google becomes a primary source. The exodus stems from a core mission mismatch. Google's ad-centric model often subordinates AI research to product and revenue goals, creating friction for pioneers like Shazeer, who returned in 2024 only to leave again. In contrast, OpenAI and Anthropic offer singular focus on pushing AI boundaries, whether towards AGI or safety-aligned models, which deeply appeals to top researchers like Jumper. Financial incentives amplify the pull. With both OpenAI and Anthropic nearing IPO, employees stand to gain immensely from equity, an upside Google's mature stock cannot match. Furthermore, the 2023 merger of Google Brain and DeepMind, intended to consolidate strength, has instead created cultural tension and slowed the path from research to product, as evidenced by Gemini's pace. This talent redistribution is reshaping the AI landscape. While Google retains vast data and compute resources, its true crisis is the quiet, continuous loss of the people who define the field's future. The real moat in AI is not infrastructure, but the concentration of brilliant minds—a battle Google is currently losing.

marsbitHá 1h

Two Legends Lost in Three Days: Is Google's AI Talent Dam Cracking?

marsbitHá 1h

Behind the AI Report Card, Lies a Chinese 'Exam Setter'

Beyond the familiar performance charts like MMLU-Pro and MMMU, which major AI models strive to ace, stands a key "examiner": Chinese-Canadian researcher Wenhu Chen. An assistant professor at the University of Waterloo and founder of TIGERLab, Chen addresses the crucial need for more rigorous AI evaluation. As models like GPT-4 began scoring near-perfect results on older benchmarks like MMLU, it became difficult to distinguish their true capabilities. In response, Chen introduced MMLU-Pro in 2024, featuring harder, more reasoning-focused questions with more answer choices, successfully reintroducing meaningful performance gaps. His work extends to multi-modal evaluation with MMMU and its enhanced version, MMMU-Pro. These benchmarks test a model's ability to understand and reason with complex information from images, charts, and text across diverse academic subjects, exposing the significant challenges even top models face in genuine comprehension. Chen's background in complex QA, table reasoning, and his experience at Google DeepMind on projects like Gemini inform his approach. He understands that effective benchmarks must anticipate how models might "cheat" by memorizing data or avoiding visual analysis. His lab also actively researches video understanding and generation models (e.g., UniVideo, Vamba), ensuring his evaluation work is grounded in practical model-building challenges. Now at Meta's Super Intelligence Lab, Chen continues his focus on multi-modal data and evaluation, representing the deep yet often unseen contributions of Chinese talent in shaping the fundamental tools of the AI industry.

marsbitHá 1h

Behind the AI Report Card, Lies a Chinese 'Exam Setter'

marsbitHá 1h

Alliance Co-founder's Letter to Entrepreneurs: Written at the Moment Cursor Sold for $600 Billion

Alliance Co-founder's Letter to Entrepreneurs: On Cursor's $60 Billion Sale Many aspiring founders see massive exits like Cursor's $60B sale and wonder why they can't achieve the same, often concluding opportunities are exhausted. But great companies aren't built in obvious, crowded spaces. Cursor, like Stripe, Figma, and Shopify before it, started with a non-consensus belief about the future. Before ChatGPT, they believed AI would transform knowledge work. They focused on a genuinely exciting domain, became their own customer, and obsessed over power users. Their journey involved years of "glass-chewing" effort before the market was ready. The pattern is consistent: identify a long-term technological shift, find a missed entry point, and execute for years before the trend becomes obvious. First-generation products (PayPal, Adobe, Amazon) prove a market exists. Second-generation winners (Stripe, Figma, Shopify) rebuild that market around new insights, technology, or changing customer behaviors. Founders must identify their phase in the cycle. Early entrants like Coinbase or Cursor focus on making new technology usable for power users. Later entrants find the "yin" to the established "yang"—the blind spots incumbents miss as they grow distant from individual users. The key is deep market immersion. Use every product in your space. Talk to users. Build an audience. Stop looking for ideas and start *seeing* them everywhere. Then, choose one. The idea must offer a 10x improvement or solve a "hair-on-fire" pain point—something severe enough that users are already crafting workarounds. When building, avoid feature bloat. Ask: why would someone switch? Great startups rarely force new behaviors; they improve familiar workflows with drastically lower friction (e.g., Cursor forked VS Code instead of creating a new editor). Distribution is the underestimated moat. Before product-market fit, achieve distribution-market fit. How do customers discover new tools? Founders like those at Airbnb, Stripe, and Cursor did unscalable, manual work to recruit early users. The final, unteachable ingredient is resilience. Cursor built for years pre-market, faced rejection, and persisted. So did Airbnb, Nvidia, and Rain (which launched post-FTX collapse). The lesson isn't that these founders were smarter, but that they stayed in the game long enough for their insights to compound. Framework: Spot technological cycles. Cultivate unique insight. Obsess over your market. Talk to customers. Find a hair-on-fire problem. Build the simplest wedge. Win your distribution channel. Above all, don't quit when it gets hard. Most people won't do these things consistently. The few who do build the next generation of great companies. Go build.

marsbitHá 1h

Alliance Co-founder's Letter to Entrepreneurs: Written at the Moment Cursor Sold for $600 Billion

marsbitHá 1h

Weekly Editor's Picks (0613-0619)

Weekly Editor's Picks (0613-0619): Market Insights & Analysis This weekly digest curates in-depth analysis often lost in the information flow, focusing on key insights across macro trends, investment, and technology. **Macro & Geopolitics:** With the Strait of Hormuz reopening and military conflict shifting to negotiation, markets are pivoting from "war shock" to "supply restoration." Trades include shorting crude risk premiums, longing airlines/tourism, Asian energy importers, and bond duration, while shorting inflation expectations. LNG, fertilizer, and chemical chains are also being repriced. **Investment & VC:** Ray Dalio advises against betting on concentrated AI giants dominating indices, advocating for diversified portfolios of high-quality, low-correlation assets instead. Analysis covers the 4-year crypto cycle, predicting the core surviving product by 2029 will be asset trading markets. Current BTC metrics suggest a potential bottoming zone, presenting a patient accumulation window. SpaceX's high-profile IPO at a $2.1T valuation faces scrutiny over fundamentals, with key watchpoints being its likely inclusion in the Nasdaq index and Q2 earnings. Concerns are raised about potential "gamma squeeze" and systemic risks if its narrative-driven valuation gets amplified by passive index funds. Robinhood (HOOD) is noted for breaking its high correlation with crypto, bolstered by its stock trading and new underwriting business. **Web3 & AI:** A warning highlights ~$1.8T in off-balance-sheet AI infrastructure commitments (purchase commitments, leases) as a potential systemic risk if AI monetization lags. AI models are being used for World Cup predictions, adding a new layer for betting markets. A cost breakdown of a $20 AI subscription reveals the supply chain from model companies to cloud, GPUs, and power. **Prediction Markets:** The emergence of prediction market "concept stocks" is noted, with Robinhood developing its own platform, Rothera, signaling a shift from market competition to a "channel war" for user access. **CeFi & DeFi:** The SpaceX IPO tested perpetual contract mechanisms for pre-IPO assets, highlighting challenges in handling corporate actions like stock splits on-chain. The de-pegging of STRC (Strategy's preferred share) to ~$89 reflects market concerns over MicroStrategy's capital structure and BTC-backed leverage model. BlackRock's covered-call Bitcoin ETF (BITA) offers yield but caps upside, appealing to yield-seeking institutions. **Ethereum:** An opinion piece argues Ethereum's core strength is its vast developer community and composability, solidifying its role as the default operating system for the financial internet. **Weekly Hot Topics:** Include the US-Iran deal reopening the Strait of Hormuz, Fed's hawkish hold, Anthropic restricting model access, SpaceX acquiring Cursor, and a humorous stock surge for "Liuliumei" due to its "LLM" ticker.

marsbitHá 1h

Alliance's Co-Founder's Letter to Entrepreneurs: Written on the Occasion of Cursor's $60 Billion Sale

In this letter to entrepreneurs, Alliance reflects on the success of Cursor's $60 billion sale to Elon Musk, using it as a case study to counter the misconception that opportunities in crowded fields like AI or crypto are exhausted. The piece argues that great companies like Cursor, Stripe, Figma, and Shopify are not built by geniuses with perfect ideas, but by founders who start with a non-consensus belief about the future and build for years before that future becomes obvious to everyone. They identify long-term shifts, find overlooked entry points, and execute relentlessly. The framework for success involves: 1. **Identifying your place in the technology cycle**: Early-stage opportunities focus on making new tech usable for power users (e.g., Coinbase, Cursor). Later-stage opportunities involve finding the "yin" to an existing "yang"—the blind spots of first-generation players (e.g., Stripe vs. PayPal, Figma vs. Adobe). 2. **Cultivating unique insights**: Immerse yourself deeply in the market. Use every product, talk to users, and build an audience. Insights will emerge naturally from deep engagement. 3. **Finding a "hair-on-fire" problem**: Look for a 10x improvement or a severe, urgent pain point. The strongest signal is people already building clumsy workarounds. 4. **Building a focused MVP**: Don't just add features because you can. Ask why users would abandon their current tool for yours. The best startups rarely force new behaviors; they improve familiar workflows with drastically lower friction. 5. **Winning a distribution channel**: Distribution is often the moat. Before product-market fit, achieve channel-market fit. Find where your customers are and build an engine to reach them, even through unscalable, manual efforts initially. 6. **Persistence**: The final, unteachable ingredient is resilience. Success stories like Cursor, Airbnb, and Nvidia involved years of grinding, rejection, and perseverance when the path forward seemed unclear. The conclusion is that there is no secret. Most people fail to consistently execute these steps over the long term. The few who do build the companies that define the next era. The world is yours to create.

链捕手Há 1h

Alliance's Co-Founder's Letter to Entrepreneurs: Written on the Occasion of Cursor's $60 Billion Sale

链捕手Há 1h

Trading

Spot

Futuros

Artigos em Destaque

Como comprar AVAX

Bem-vindo à HTX.com!Tornámos a compra de Avalanche (AVAX) 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 Avalanche (AVAX) 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 Avalanche (AVAX)Depois de comprar o teu Avalanche (AVAX), 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 Avalanche (AVAX)Transaciona facilmente Avalanche (AVAX) 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.

636 Visualizações TotaisPublicado em {updateTime}Atualizado em 2026.06.02

Discussões

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 AVAX (AVAX) são apresentadas abaixo.