星球日报 | 美联储维持基准利率不变；彭博社：加密市场长期缺乏流动性导致行情大幅波动（11.2）

Odaily星球日报2023-11-02 tarihinde yayınlandı2023-11-02 tarihinde güncellendi

Özet

美联储主席鲍威尔：通胀远高于目标水平，或需进一步加息。

星球日报 | 美联储维持基准利率不变；彭博社：加密市场长期缺乏流动性导致行情大幅波动（11.2）

头条

美联储：基准利率维持不变，符合市场预期

美联储刚刚公布了利率决议，将基准利率维持在 5.25% -5.50% 区间不变，符合市场预期。

行业要闻

彭博社：加密市场长期缺乏流动性导致比特币价格近期大幅波动

加密货币市场流动性长期缺乏，是近几周比特币价格波动超过 10% 的关键原因。FalconX 的研究团队发现，尽管最近交易活动的复苏部分是由于对比特币交易所交易基金（ETF）的预期刺激，但今年的市场深度仍处于最低点，他们通过查看 24 小时内比特币交易活动的平均交易量（与当前价格相差 1% 以内）来衡量市场深度。

SEC：政府问责办公室的结论不影响加密会计公告本身的地位

美国政府问责办公室（GAO）今日发布了一项调查结果，认为 SEC 没有按照官方规则向国会发送其加密会计公告 SAB 121 ，属于未遵守《国会审查法案》(CRA)的情况。SEC 在一份声明中回应称：“GAO 的意见表达了其观点，即 SAB 121 是 CRA 的一项‘规则’。该意见不会以其他方式影响 SAB 121 的地位。”

香港金管局总裁余伟文：监管稳定币有助维持金融稳定

香港金融管理局（金管局）总裁余伟文表示，稳定币与主流金融系统及日常商业活动有广泛联系，引入监管有助维持金融稳定及推动行业有序、可持续发展。虚拟资产已进入主流投资者视线，特区政府和监管机构已经在加快推出和健全相关监管机制。金管局在今年初已发表《关于加密资产和稳定币的讨论文件结论》，根据行业的反馈，正将稳定币相关的商业活动纳入监管。监管和市场发展是相辅相成、互相促进的，虚拟资产行业曾因自我监控不充足和错误运用客户资产等问题而出现危机，但虚拟资产现在已吸引到主流投资者的关注，因此特区政府和监管机构已加快推出和健全相关监管机制。香港证券及期货事务监察委员会可通过此制度监管虚拟资产交易平台，同时平台也需要遵守反洗钱和反恐怖主义融资等规则，而银行可通过与持牌平台合作，提供更多投资理财产品的分销渠道。

Invesco Galaxy Bitcoin ETF（BTCO）已在 DTCC 网站上列出

Invesco 和 Galaxy 联合推出的现货比特币 ETF“Invesco Galaxy Bitcoin ETF”（代码为 BTCO）已添加到 DTCC 网站，创建/赎回（Create/Redeem）一栏显示为 N。

据悉，Y 表示可以主动创建和赎回股份，N 表示 ETF 不允许主动创建或赎回份额。

10 月以太坊链上 NFT 销售额为 1.69 亿美元，环比增长约 17.7% 

据 Cryptoslam 数据显示，今年 10 月以太坊链上 NFT 销售额达到 169.080.145.56 美元，环比增长约 17.7% ，月交易量 728.241 笔，其中独立买家 103.253 个，独立卖家 87, 190 个。

FTX   相关事件

FTX/Alameda 已向交易所存入价值 8360 万美元的 26 种 EVM 代币

据 Spot On Chain 监测，FTX/Alameda Research 在 30 分钟前将价值 549 万美元的 6 种加密货币存入币安与 Coinbase，包括 AAVE、ALICE、AXS、C 98、DYDX、ZRX。

其中金额排名前三的分别是： 114 万枚 DYDX（约 264 万美元）、 192, 888 枚 AXS（约 105 万美元）、 5858 枚 AAVE（约 52.2 万美元）。
目前，FTX/Alameda Research 已向交易所存入总价值约 8360 万美元的 26 种 EVM 代币。

FTX 3 小时前向 Coinbase 存入了价值 812 万美元的资产

据 Spot On Chain 监测，FTX 3 小时前向 Coinbase 存入了价值 812 万美元的资产，其中包括： 4650 万枚 GRT（约 385 万美元）；972, 073 枚 RNDR（约 230 万美元）；708.1 枚 MKR（约 96.7 万美元。）

项目要闻

Cyvers：Multichain 已恢复处理桥接交易

据 Cyvers Alerts 监测，在停机 117 天后，Multichain 已恢复处理桥接交易。

DWF Labs 或将推出机构级场外交易平台 DWF Liquid Markets

DWF Labs 联合创始人 Andrei Grachev 在 X 上晒出了一张关于“DWF Liquid Markets”的截图。Andrei 同时表示：“机构级的 OTC/RFQ（场外交易/报价请求）平台即将到来，可提供最好的定价，无交易对手/平台风险，且支持即时结算。上线在即，继续构建。”

UniSat Wallet：brc 20-swap 主网已上线

UniSat Wallet 在 X 平台发文表示，brc 20-swap 主网已上线。

Floki 社区提议将 TokenFi 代币 TOKEN 交易税从 5% 降至 0.3% 

Floki 社区发布提案投票表示，为了进一步推动 TokenFi 的广泛采纳，提议建议将当前的 5% 交易税降低到 0.3% 。这一调整旨在增加代币的市场流动性，并吸引更多的持有者。Floki 团队已为此调整做好了准备，并表示他们有能力通过与机构合作伙伴进行场外交易来筹集资金。

HashKey 计划发行 10 亿枚平台币 HSK，预计明年年中上线该交易所

HashKey 官网显示，其平台币 HSK 预计将被用作激励 HashKey 生态系统中贡献者的工具，以“推动整个生态系统的增长”。根据白皮书，HashKey 计划发行总计 10 亿枚 HSK，其中 65% 用于生态系统增长， 30% 用于员工激励， 5% 用于公司保险库。

HashKey 首席运营官 Livio Weng 补充说，该交易所也计划上线 HSK，但这可能要到明年年中才能实现。
此外，据 Weng 称，HashKey 也在探索 RWA 代币化的现实实践。“RWA 正在成为合规交易所的重要力量，”Weng 说，“如果你想追求‘有效的 RWA’，那么你必须通过获得许可的交易所来实现。”

Frax Finance：暂勿使用 frax.finance 与 frax.com 域名

Frax Finance 在 X 上发文表示，在另行通知前，请勿使用 frax.finance 与 frax.com 域名；其创始人 Sam Kazemian 同时发文提醒，在域名控制权恢复前，请勿使用 frax.finance。

慢雾首席信息安全官 23 pds 就此表示，Frax Finance DNS 被接管，这是最近通过社会工程学导致域名被接管的第三起安全事件，加密货币行业选择一家可靠的域名注册商至关重要。

HashKey Exchange App 已上架谷歌和苹果应用商店

据官网显示，HashKey Exchange App 已正式发布上线，并已上架谷歌和苹果应用商店。

Linen Wallet 将于 11 月 30 日停运，剩余资金将返还给投资者

基于 Safe 构建的多签钱包 Linen Wallet 在 X 平台发文宣布，由于散户投资者对于高级自托管解决方案需求减少、监管不确定性等因素，将于 11 月 30 日关闭 Linen Wallet 应用程序，结束公司运营，并将剩余资金返还给投资者。

Linen Wallet 中资产安全。Linen 只是用户管理 Safe 多 ID 钱包的界面，用户仍可使用其他界面来管理资产。Linen 基础设施将于 11 月 30 日后完全关闭，此后应用程序、电子邮件与 Intercom 聊天支持渠道将停用。

Uniswap 基金会托管地址转出 50 万枚 UNI 至 FalconX， 10 月 24 日以来累计转出约 1030 万枚

据链上分析师余烬监测，Uniswap 基金会托管地址于 9 小时前继续转出 50 万枚 UNI（207 万美元）至 FalconX。

10 月 24 日以来，Uniswap 基金会托管地址已累计转出 10, 298, 156 枚 UNI（4273 万美元），其中 3, 899, 078 枚转至 FalconX、 3, 399, 078 枚转至 OKX、 3, 000, 000 枚转至 Kraken。

人物*声音

美联储主席鲍威尔：通胀远高于目标水平，或需进一步加息

美联储主席鲍威尔发表讲话，他表示通胀远高于目标水平，或需进一步加息。

“几个月的良好通胀数据只是开始的一部分，但要将通胀率降低到 2% 还有很长的路要走。政策的紧缩立场对通胀施加了下行压力，同样对经济施加了下行压力。致力于实现具有足够限制性的政策立场，可能需要进一步加息。
目前金融状况已经显著收紧，我们不确定政策现在是否足够限制性。GDP 高于潜在水平的证据可以证明加息是合理的。”

Bitwise 分析师：现货比特币 ETF 或在未来五年内带来高达 1000 亿美元的资金流入

资产管理公司 Bitwise 分析师 Ryan Rasmussen 在采访中表示，现货比特币 ETF 可能在未来五年内带来高达 500 亿至 1000 亿美元的资金流入，并且“可能对比特币价格产生巨大影响”。

他还表示，预计 SEC 最早会在今年 12 月假期前批准 ETF 申请，Bitwise 是众多申请方之一。

Elon Musk：NFT 甚至不在区块链上，它只是一个指向 JPEG 的网址

Elon Musk 在 Joe Rogan 主持的最新一期播客中表示，NFT 甚至不在区块链上，它只是一个指向 JPEG 的网址。

İlgili Okumalar

Why Is the World Nervous About Japan Raising Interest Rates?

In June 2026, the Bank of Japan raised its policy rate to 1%, marking its first hike to this level since 1995. While this rate remains low compared to global peers like the US and Europe, the move signals a profound shift for a nation that has been a global source of ultra-cheap funding for decades. Japan's long-standing near-zero or negative interest rates had facilitated massive "yen carry trades," where international investors borrowed low-cost yen to invest in higher-yielding assets worldwide, such as US tech stocks and emerging market bonds. This made Japan a critical, often overlooked, source of global liquidity. Japan's ultra-loose policy stemmed from structural challenges post-1990s asset bubble: aging demographics, chronic low inflation/deflation, and high public debt. Recent shifts, including sustained wage growth (exceeding 5% in recent years) and inflation consistently above the 2% target, have created a "wage-price spiral" possibility, prompting the policy normalization. The global market's concern lies not in the absolute rate but in the potential unwinding of the yen carry trade. As Japanese borrowing costs rise, the economics of these leveraged global investments change, potentially triggering deleveraging and capital outflows from risk assets. Market anxiety focuses on the end of a thirty-year consensus that Japan would perpetually provide cheap funding. Ultimately, the global impact will depend on the interplay with US monetary policy. While Japan is tightening, the significant interest rate differential with the US remains. The key future dynamic is whether simultaneous Japanese hikes and eventual US rate cuts will narrow this gap, forcing a major recalibration of global capital flows and asset pricing built on an era of abundant, cheap yen liquidity.

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Congress Advances CBDC Ban Until 2030 Through Major Housing Reform Bill

Congress has passed the 21st Century Road to Housing Act, a bipartisan bill primarily focused on housing reform to improve affordability and supply. Included within it is a significant provision that bans the Federal Reserve from issuing a central bank digital currency (CBDC) or "digital dollar" before December 31, 2030. The measure defines a CBDC as a dollar-denominated digital asset, a direct liability of the Fed, accessible to all Americans. Proponents argue the ban allows more time to study a digital dollar's impacts and addresses concerns about privacy, financial surveillance, and government overreach in digital payments. The provision specifically targets a retail CBDC but does not restrict permissionless blockchain networks. This crypto-related language, embedded in broader housing legislation, has drawn considerable attention for its potential to shape the future of digital assets and payments in the U.S. The bill's final passage will determine if the ban takes effect for the next decade.

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Research Report Analysis: MRVL's Optical AI Booming, Why High Valuation Keeps Morgan Stanley's Star Analyst Sidelined?

Report Recap: MRVL Optical AI Boom - Why High Valuation Led Morgan Stanley's Star Analyst to Stay Neutral? Morgan Stanley analyst Joseph Moore maintained an "Equal-weight" (Neutral) rating on Marvell Technology (MRVL) on May 28, raising the price target from $172 to $195, below the trading price. This stance comes despite Marvell reporting a record quarter and significantly raising its full-year outlook (FY27 revenue ~$11.5B, up ~40%). Moore's neutral view is based on valuation. The $195 target implies ~40x CY2027 P/E. He contrasts MRVL with NVDA: both trade near ~$200, but Nvidia's forward EPS is more than double Marvell's. For MRVL's valuation to hold, it needs consistent earnings upgrades, proof of networking market share gains, or certainty on large-scale custom AI chip shipments—none of which are confirmed yet. Growth is driven by two pillars: **1) Optical Interconnect** (the faster runner): Moore raised FY27 growth expectations to >70%, with the optical module product line nearing a $1B annualized run rate. **2) Custom AI Chips** (the climber): Confidence in FY28 is growing, but a major new customer project only ramps in FY28, with no current revenue visibility. Key risks are the underperforming Storage, Enterprise, and legacy Networking segments. Moore acknowledges the real AI opportunity but believes the current price already reflects it. For the stock to work from here, investors need to see the optical business hit its targets, custom chips ramp as planned, and a recovery in the weaker business units.

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qinbaFrank: Review and Outlook of the AI Computing Power Wave — From the Three Debates on NVIDIA to Optical Interconnect and SpaceX IPO, How is Capital Rotating?

**Summary: Retrospective and Outlook on the AI Computing Wave - A Framework for Capital Rotation** Based on a presentation by investor qinbaFrank, this analysis reviews the AI computing market trajectory since 2023 and outlines a forward-looking framework. **Key Phases and Market Debates:** The AI bull market progressed through three major debates: 1) The necessity of massive capital expenditure (late 2023). 2) The sustainability of tech giants' spending (early 2024-early 2025). 3) Potential overestimation of compute needs (early 2025). Consensus solidified in late 2025 as model capabilities and utility demonstrably improved. **Core Thesis: Penetration Rate Drives Commercialization.** Unlike the 2000 dot-com bubble, the current AI wave benefits from mature digital infrastructure, enabling faster adoption. The critical threshold is 10% penetration; surpassing it (with recent enterprise intent surveys showing ~18%) indicates entry into a rapid growth "golden period" where user scale and willingness to pay increase simultaneously. **AI vs. Internet: A Fundamental Difference.** While the internet enhanced connection efficiency, AI directly substitutes human cognition and labor. Once AI performance exceeds the "societal average" human level, its commercial value scales exponentially as payment shifts from human labor costs to AI service fees. **Investment Logic Evolution in the Compute Chain.** The focus has expanded from GPUs to a systemic re-rating of the entire hardware stack: storage/HBM, CPUs, interconnects, power, and advanced packaging. The framework is: **short-term "scarcity pricing," mid-term "upgrade pricing" (e.g., optical interconnects, power networks), and long-term "Physical AI" pricing** (edge computing, robotics). **Market Focus Shift and Adjustment Framework.** The market is transitioning from "hardware scarcity" to "commercialization validation." The ultimate anchor for the narrative is sustained high growth in model providers' Annual Recurring Revenue (ARR) and cloud business revenue, which justifies continued capital expenditure. Adjustments are categorized into three levels: * **L1 (Minor):** Driven by valuation compression or macro noise (e.g., single CPI print). Fundamentals intact. * **L2 (Moderate):** Triggered by significant macro events requiring risk repricing. Requires new data for confidence restoration. * **L3 (Major):** Involves a reset of the core industrial narrative or macro regime (e.g., AI commercialization growth stalling). The **crucial dividing line** is whether AI commercialization growth slows. Without a slowdown, pullbacks are likely L1/L2 "repricing" events. A genuine growth deceleration would signal an L2/L3 narrative reset. **Conclusion: A Foundational Civilizational Leap.** AI represents a foundational upgrade to "intelligence" itself—akin to humanity mastering fire—rather than a single-point industrial revolution. This底层能力跃迁 (underlying capability leap) will spawn successive waves of innovation (Agent, robotics, industry workflow重构). The journey will be波浪式的 (wavelike), driven by cycles of scarcity, technological upgrades, and远期兑现 (long-term realization).

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A Country That Mined Bitcoin for 8 Years Has Built Its Own Dedicated Crypto Bank

A country that has been mining Bitcoin for eight years has established its own dedicated crypto bank. DK Bank, located in Bhutan's newly developed GMC special administrative zone, aims to fill the significant banking service gap for the cryptocurrency industry. Its CEO, Zheng YD, explained that most banks avoid crypto businesses due to a lack of risk management frameworks for decentralized and anonymous protocols. Operating under a unique "one country, two systems" governance model separate from mainland Bhutan, GMC aspires to become a financial hub for South Asia. DK Bank differentiates itself by offering integrated multi-currency accounts where users can manage both fiat currencies and stablecoins like USDT and USDC in one place, alongside services like Bitcoin-backed loans. The bank faces technical challenges in merging traditional banking systems with 24/7 crypto markets and implements rigorous on-chain and off-chain transaction monitoring for risk control. GMC's regulatory framework draws from Singaporean common law and Abu Dhabi's ADGM rules, offering a fast-track licensing process for already licensed firms while maintaining high standards. The initiative is part of Bhutan's longer-term crypto strategy, which includes Bitcoin mining since 2018. The focus, however, is on building a diversified institutional-grade crypto ecosystem—including custody and asset management—rather than retail speculative tokens. Proponents argue such sovereign crypto infrastructure is necessary, and Bhutan's early, measured approach exemplifies the thoughtful integration needed in global finance.

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