火星早报 | 特朗普不会对黄金征收关税；中美再次暂停实施24%关税90天

marsbit2025-08-11 tarihinde yayınlandı2025-08-12 tarihinde güncellendi

火星财经消息，8 月 12 日，在一项美国联邦裁决引发全球黄金市场混乱和混乱后，特朗普周一表示，「不会对黄金征收关税！」在特朗普的帖子发布后，纽约商品交易所的黄金期货几乎没有变化，现货黄金收复了部分失地，但当日跌幅仍超过 1%。截至当地时间周一下午，美国各机构尚未发布正式的最新政策。

中美再次暂停实施24%关税90天

火星财经消息，8 月 12 日，中美斯德哥尔摩经贸会谈联合声明：一、美国将继续修改 2025 年 4 月 2 日第 14257 号行政令中规定的对中国商品（包括香港特别行政区和澳门特别行政区商品）加征从价关税的实施，自 2025 年 8 月 12 日起再次暂停实施 24% 的关税 90 天，同时保留按该行政令规定对这些商品加征的剩余 10% 的关税。二、中国将继续（一）修改税委会公告 2025 年第 4 号规定的对美国商品加征的从价关税的实施，自 2025 年 8 月 12 日起再次暂停实施 24% 的关税 90 天，同时保留对这些商品加征的剩余 10% 的关税；并（二）根据日内瓦联合声明的商定，采取或者维持必要措施，暂停或取消针对美国的非关税反制措施。(金十)

昨日灰度ETH净流入6660万美元，ETHE净流入1300万美元

火星财经消息，8 月 12 日，据 farside 监测，昨日灰度 ETH 净流入 6660 万美元，ETHE 净流入 1300 万美元，ETHV 净流入 940 万美元，ETHW 净流入 430 万美元，CETH 净流入 390 万美元。

数据：今日恐慌与贪婪指数降至 68，等级仍为贪婪

火星财经消息，今日恐慌与贪婪指数降至 68，等级仍为贪婪。

注：恐慌指数阈值为 0-100，包含指标：波动性（25%）＋市场交易量（25%）＋社交媒体热度（15%）＋市场调查（15%）＋比特币在整个市场中的比例（10%）＋谷歌热词分析（10%）。

某巨鲸再次增持近 6 万枚 ETH，总持仓量突破 29.3 万枚

火星财经消息，据 OnchainLens 监测，某巨鲸/机构再次增持 59,998 枚 ETH，价值 2.5362 亿美元，来源包括 FalconX、GalaxyDigital 和 BitGo。目前，该鲸鱼总共持有 293,184 枚 ETH，价值 12.4 亿美元，分布在 9 个不同的钱包中。地址： 0x1d0f55b2bcc52b9a92838e6afff2336438e0e7f9 0xe17c55424000a20f43dddc1e949620b499f35a8c 0x22d9A74dceDc4Ff9A591253281a5f0aC2E2c0f1d

数据：若 ETH 突破 4,444 美元，主流 CEX 累计空单清算强度将达 20.84 亿美元

火星财经消息，据 Coinglass 数据显示，若 ETH 突破 4,444 美元，主流 CEX 累计空单清算强度将达 20.84 亿美元。反之，若 ETH 跌破 4,021 美元，主流 CEX 累计多单清算强度将达 14.26 亿美元。

数据：若 BTC 突破 124,546 美元，主流 CEX 累计空单清算强度将达 41 亿美元

火星财经消息，据 Coinglass 数据显示，若 BTC 突破 124,546 美元，主流 CEX 累计空单清算强度将达 41 亿美元。反之，若 BTC 跌破 113,599 美元，主流 CEX 累计多单清算强度将达 20.35 亿美元。

马斯克旗下Grok账号遭X平台短暂封禁

火星财经消息，8 月 12 日，当地时间周一下午，马斯克旗下 AI 聊天机器人 Grok 的官方 X 账号遭遇临时封禁。该账号在封禁数分钟后恢复。对于封禁原因，Grok 给出了一系列相互矛盾的解释，其中包括在回复用户提供的封禁截图时坚称「图片系伪造」，表示「账号已解封且运行正常。」其用英文回复承认封禁，称原因是「涉及反犹主义的仇恨言论」；另一则英文回复却表示「因指出以色列和美国在加沙实施种族灭绝遭封禁」。马斯克在事件发生后发文调侃：「我们可真是经常搬石头砸自己脚啊！」他随后将 Grok 的混乱解释称为「愚蠢错误」，表示聊天机器人其实并不清楚封禁原因。

特朗普团队扩大美联储主席候选人范围

火星财经消息，8 月 12 日，据外媒报道，官员们表示，特朗普团队扩大美联储主席候选人范围，美联储理事鲍曼和美联储副主席杰斐逊被纳入候选人之列。白宫有望于今年秋季宣布美联储主席人选。

受费用开关相关利好消息影响，UNI短时涨超8%

火星财经消息，8 月 12 日，据行情数据显示，受费用开关相关利好消息影响，UNI 短时涨超 8%，现报价 11.8 美元。此前Uniswap 基金会近日提议在怀俄明州「去中心化非公司制非营利协会」（DUNA）法律框架下，为其治理组织设立一个名为「DUNI」的新法律实体。Uniswap 基金会在公告中指出，采用 DUNA 框架将为开启协议费用铺平道路，届时将把部分流动性提供者费用转入 DAO 金库。

Coinbase Ventures从Telegram直接购入TON代币，TON基金会高管确认

火星财经消息，8月12日，据The Block报道，TON基金会高管证实，Coinbase Ventures已直接从Telegram购买了TON代币。这笔交易标志着主流加密货币交易所对TON生态系统的进一步认可。知情人士透露，此次收购规模可观，但具体金额未予披露。值得注意的是，这是Coinbase Ventures首次直接从消息应用Telegram购买代币。

TON基金会表示，这笔投资将用于支持TON区块链生态系统的持续发展。近期TON网络活跃度显著提升，其与Telegram的深度整合被认为是吸引机构投资者的关键因素。

截至发稿时，Coinbase Ventures尚未就此事发表官方评论。市场观察人士认为，此举可能预示着加密货币交易所与社交平台更深层次的合作趋势。

数据：KITE AI 生态项目 Codatta 市值短时突破 1.87 亿美元，48 小时涨幅逾 500%

火星财经消息，据 GMGN 数据显示，KITE AI 生态孵化项目 Codatta 代币 XNY 市值短时突破 1.87 亿美元，创历史新高，现报 0.013 美元，24 小时交易量 5600 万美元。

据悉，KITE AI 正在打造“智能体互联网” (Agentic Internet) 基础交易层，为自主智能体提供统一的身份、支付与治理基础设施。Codatta 是一家专注于去中心化数据标注的开放协议，覆盖医疗、健康、具身智能等前沿领域数据集。

作为 KITE AI 生态内孵化的首个数据模块（module），Codatta 将其高质量可追溯数据接入 KITE AI 平台，双方携手落地首个自主医疗数据标注与评估场景，实现数据获取、标注、评估的全链路自动化与可追溯化。

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