【比推每日新闻精选】Tom Lee:贵金属暴涨掩盖加密基本面走强,以太坊与比特币上涨只是时间问题;Bitwise 通过 Morpho 推出首个链上金库,USDC 目标年化收益最高达 6%;3个PENDLE投资人/团队地址近4日向交易所转入540万枚PENDLE

比推Опубліковано о 2026-01-27Востаннє оновлено о 2026-01-27

Анотація

比推每日新闻精选:Fundstrat联合创始人Tom Lee表示,贵金属暴涨掩盖了加密货币基本面的走强,以太坊和比特币上涨只是时间问题。Bitwise通过Morpho推出首个链上金库,提供USDC目标年化收益最高6%的DeFi策略。链上监测显示,3个PENDLE投资人/团队地址近4日内向交易所转入540万枚PENDLE。预测市场Polymarket与美国职业足球大联盟(MLS)签署独家授权协议。区块链基础设施公司Zerohash正以15亿美元估值洽谈2.5亿美元融资。此外,Bitmine以太坊质押总量突破200万枚,拟年内推出"美国制造"以太坊验证网络MAVAN。

比推小编每日为您精选的Web3新闻:

Tom Lee:贵金属暴涨掩盖加密基本面走强,以太坊与比特币上涨只是时间问题】

比推消息,BitMine 董事长 Tom Lee 发文表示,黄金和白银的抛物线式、持续上涨,正在掩盖加密资产(尤其是以太坊和比特币)内在基本面的持续走强,金融机构正准备在以太坊及其他智能区块链上构建产品。当基本面持续向右上方发展时,价格上涨只是时间问题。

Bitwise 通过 Morpho 推出首个链上金库,USDC 目标年化收益最高达 6%】

比推消息,加密资产管理公司 Bitwise Asset Management 宣布,通过去中心化借贷协议 Morpho 推出其首个链上金库(onchain vault)策略,正式进军 DeFi 领域。

该金库以 USDC 稳定币为核心资产,目标年化收益率最高可达 6%,资金将被部署至 Morpho 平台上的超额抵押借贷市场。Bitwise 将负责策略设计与实时风险管理,而用户资产将始终保持非托管、链上持有状态。Bitwise 表示,此类链上金库旨在为希望获取 DeFi 收益、但不愿自行管理复杂链上风险的投资者提供更易用的解决方案。公司还透露,未来或将支持更多稳定币与加密资产,并逐步拓展至 RWA 代币化、DEX 流动性提供及收益挖矿等 DeFi 策略。

【3个PENDLE投资人/团队地址近4日向交易所转入540万枚PENDLE】

比推消息, 据链上分析师余烬监测,近日第三个在 3 年前解锁归属 180 万枚 PENDLE 的投资人/团队地址 (0x65f...ac9) 将 180 万枚 PENDLE,价值 353 万美元,转入币安。此前,0x6b4...CF0 地址于 1 月 23 日将 180 万枚 PENDLE 转入 Bybit,0xf82...aeb 地址于 1 月 25 日将 180 万枚 PENDLE 转入 Bybit。上述 3 个地址合计已向交易所转入 540 万枚 PENDLE。

Polymarket与美国最大的足球联赛MLS签署独家授权协议】

比推消息,链上预测市场 Polymarket 与美国最大的职业足球联赛——美国职业足球大联盟 (MLS) 达成合作协议。根据协议,Polymarket将成为该联盟的独家预测市场合作伙伴,涵盖MLS杯、其主要分区赛和全明星赛。此次合作还将带来全新的“球迷体验”,例如在比赛直播期间提供第二屏幕互动功能。

此举正值预测市场 Polymarket 和 Kalshi 达成一系列授权协议之际,这两家公司现在正将其数据提供给媒体公司、体育联盟和搜索引擎。

Polymarket 和 Kalshi 都已与体育联盟和球队签署了合作协议。美国国家冰球联盟 (NHL) 与这两家预测平台签订了多年授权协议,而 Polymarket 还与终极格斗冠军赛 (UFC) 和纽约游骑兵队签署了独家协议。

【区块链基础设施公司 Zerohash 正洽谈以 15 亿美元的估值募资 2.5 亿美元】

比推消息, 区块链基础设施公司 Zerohash 正在洽谈以 15 亿美元的估值筹集 2.5 亿美元资金,不过 Zerohash 尚未就此事回复置评请求,由于交易讨论仍在进行中,金额可能会有所变动。Zerohash 在去年 10 月由 Interactive Brokers 领投的 D-2 轮融资中筹集了 1.04 亿美元,公司估值达到 10 亿美元,该公司成立于 2017 年,提供 API 和可嵌入的开发者工具,使金融机构和金融科技公司能够交付加密货币、稳定币和代币化产品。

Bitmine 以太坊质押总量突破 200 万枚,拟年内推出“美国制造”以太坊验证网】

比推消息, Bitmine 披露以太坊质押总量已突破 200 万枚,截至 2026 年 1 月 25 日达到 2,009,267 枚(价值约合 57 亿美元),质押量较上周增加 171,264 枚。该公司还表示目前正与三家质押服务提供商合作计划于今年内推出“美国制造”以太坊验证网络 MAVAN。另据 Fundstrat 数据显示,截至 2026 年 1 月 9 日 Bitmine 股票 5 日交易额均值达 12 亿美元,在美国 5704 只上市股票中排名第 91 位,领先于百事可乐(排名第 92 位)。


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原文链接:https://www.bitpush.news/articles/7606182

Пов'язані питання

QTom Lee 认为什么因素掩盖了加密资产基本面的走强?

ATom Lee 认为,黄金和白银的抛物线式、持续上涨正在掩盖加密资产(尤其是以太坊和比特币)内在基本面的持续走强。

QBitwise 通过哪个协议推出了其链上金库,目标年化收益率最高是多少?

ABitwise 通过去中心化借贷协议 Morpho 推出其首个链上金库,该 USDC 金库的目标年化收益率最高可达 6%。

Q近期有多少枚 PENDLE 被投资人/团队地址转入交易所?

A近期有 3 个 PENDLE 投资人/团队地址在近 4 日内合计向交易所转入了 540 万枚 PENDLE。

QPolymarket 与哪个美国体育联盟签署了独家授权协议?

APolymarket 与美国最大的职业足球联赛——美国职业足球大联盟(MLS)签署了独家授权协议,成为其预测市场合作伙伴。

Q区块链基础设施公司 Zerohash 正在洽谈的融资估值是多少?

A区块链基础设施公司 Zerohash 正在洽谈以 15 亿美元的估值筹集 2.5 亿美元资金。

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By 2029, the crypto industry will have transformed into a largely invisible but foundational layer for traditional finance. This timeline outlines the key shifts from now until then. By mid-2026, the most sought-after assets on-chain will not be traditional tokens, but synthetic perpetual contracts for private, high-growth companies (like SpaceX, OpenAI). These become primary price discovery tools, highlighting the market's craving for real-world asset value. Most altcoins enter a sustained bear market as their fundamental lack of asset-backed value is exposed. In late 2026, the "AI + Crypto" narrative largely fades as AI giants prove they don't need crypto infrastructure, except for prediction markets betting on model performance. Simultaneously, a quiet but significant wave of tokenization for institutional assets (money market funds, private credit) begins. The industry splits into a noisy speculative economy and a silent institutional one. Throughout 2027, major public blockchain foundations pivot decisively to serve institutional clients, building compliance toolkits and sales teams. However, key sectors hit growth ceilings: private perpetual contracts are legally restricted from public promotion, stable币 growth is capped by looming political uncertainty, and tokenization projects remain cautious. In 2028, following a U.S. election assumed to maintain a regulatory (not prohibitive) stance, a pivotal change occurs. After a major liquidation crisis exposes the flaws of synthetic contracts lacking a real-asset anchor, new regulations allow the *public solicitation* of private security sales (secondary market shares) to accredited investors. This creates a legitimate, direct on-ramp for retail capital into previously illiquid private equity. By 2029, the resulting bull market is driven by trading in real, innovative company shares (biotech, robotics, AI labs), not speculative tokens. "Crypto" as a distinct asset class recedes; it becomes the mundane, unseen plumbing for this new global private markets infrastructure. Tokens that survive are those capturing real cash flows from this infrastructure. Speculation persists but is marginalized. The core questions posed at the start are answered: token value is tied to legally enforceable claims on real assets, frontier tech adoption happens via private market channels, and crypto's absorption into traditional finance is marked by its becoming boring and invisible. The key validation for this entire thesis is whether, by late 2028, a legal pathway exists for ordinary accredited investors to access private assets directly.

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