山寨幣市場更新：隨著 BTC 看漲情緒在工作量證明領域蔓延，狗狗幣、比特幣現金和萊特幣

12 月4 日，比特幣價格突破10 萬美元里程碑，投資者對川普提名保羅·阿特金斯(Paul Atkins) 擔任美國證券交易委員會(SEC) 的消息做出了積極反應，他被視為加密貨幣友善的加里‧詹斯勒(Gary Gensler) 的替代者。

Bitcoin price hit a new all-time high of $104,100 on Thursday, continuing its relentless rally that saw the pioneer cryptocurrency multiply in value by 10 times in 2025.

週四，比特幣價格創下 104,100 美元的歷史新高，繼續持續上漲，這種先鋒加密貨幣的價值在 2025 年增長了 10 倍。

However, despite BTC’s record-breaking performance, data from Coinmarketcap Pro shows that altcoins have outperformed Bitcoin by a significant margin over the past 90 days.

然而，儘管 BTC 的表現打破了紀錄，但 Coinmarketcap Pro 的數據顯示，在過去 90 天裡，山寨幣的表現大幅優於比特幣。

Specifically, the Altcoin Season Index, which tracks the performance of the top 50 altcoins in comparison to Bitcoin over a 90-day period, currently stands at 86%.

具體來說，山寨幣季節指數追蹤了 90 天內排名前 50 名的山寨幣與比特幣的表現，目前該指數為 86%。

This indicates that over the past 90 days, 86% of the top 50 altcoins have outperformed Bitcoin.

這表明在過去 90 天裡，排名前 50 名的山寨幣中有 86% 的表現優於比特幣。

Typically, crypto investors mark the start of an “altcoin season” when 75% of the top 50 altcoins outperform BTC.

通常，當排名前 50 名的山寨幣中 75% 的表現優於 BTC 時，加密貨幣投資者就標誌著「山寨幣季節」的開始。

In the current market dynamics, every 1% increase in the Bitcoin price triggers a greater bullish impact for major altcoins.

在目前的市場動態下，比特幣價格每上漲1%，就會對主要山寨幣產生更大的看漲影響。

This explains why the likes of XRP, Solana and SUI have all skyrocketed to new all-time highs in recent weeks.

這解釋了為什麼 XRP、Solana 和 SUI 等貨幣在最近幾週都飆升至歷史新高。

4. Chinese Tech Firm Meitu Completes Cryptocurrency Market Exit

4.中國科技公司美圖完成加密貨幣市場退出

Chinese tech company Meitu has completely exited the cryptocurrency market, selling its 940 Bitcoin and 31,000 Ethereum holdings just before Bitcoin surged past the $100,000 milestone.

中國科技公司美圖公司已完全退出加密貨幣市場，在比特幣飆升至突破 10 萬美元里程碑之前，出售了其持有的 940 個比特幣和 31,000 個以太坊。

The company initially invested $100 million in March and April 2021, allocating $49.5 million to Bitcoin and $50.5 million to Ethereum.

該公司最初於 2021 年 3 月和 4 月投資了 1 億美元，其中 4,950 萬美元分配給比特幣，5,050 萬美元分配給以太坊。

The exit was conducted in two phases, generating a total of $180 million in proceeds.

此次退出分兩個階段進行，共產生了 1.8 億美元的收益。

In November, Meitu sold half of its holdings for $80 million, followed by a December sale of 470 BTC at over $95,000 and 15,703 ETH at $3,500, securing a net profit of approximately $80 million.

11 月，美圖以8000 萬美元的價格出售了一半的股份，隨後在12 月以超過95,000 美元的價格出售了470 個BTC，以3,500 美元的價格出售了15,703 個ETH，淨利潤約為8000 萬美元。

Meitu now plans to shift its focus from digital assets to its core business of photo, video and design applications, which have experienced significant growth driven by AI advancements.

美圖現在計劃將重點從數位資產轉向照片、影片和設計應用程式等核心業務，這些業務在人工智慧進步的推動下經歷了顯著增長。

With this strategic pivot, Meitu aims to capitalize on the booming demand for AI-powered media tools, abandoning its previous foray into the volatile cryptocurrency market.

透過這個策略支點，美圖公司旨在利用對人工智慧媒體工具不斷增長的需求，放棄先前進軍波動較大的加密貨幣市場的做法。

5. US Fed Chair Powell: Bitcoin Competes with Gold, Not the US Dollar

5. 聯準會主席鮑威爾：比特幣與黃金競爭，而不是與美元競爭

Federal Reserve (Fed) Chair Jerome Powell has clarified his stance on Bitcoin, stating that the cryptocurrency is more akin to Gold than a competitor to the US Dollar.

聯準會主席鮑威爾澄清了他對比特幣的立場，表示加密貨幣更類似於黃金，而不是美元的競爭對手。

Speaking at the New York Times DealBook Summit, Powell described Bitcoin as a speculative asset, emphasizing its volatility and limited use as a payment method or store of value.

鮑威爾在紐約時報 DealBook 峰會上發表講話，將比特幣描述為一種投機資產，強調其波動性以及作為支付方式或價值儲存手段的有限用途。

“People use Bitcoin as a speculative asset. It’s like gold, it’s just like gold—only it’s virtual, it’s digital. People are not using it as a form of payment or a store of value. It’s highly volatile. It’s not a competitor for the dollar; it’s really a competitor for gold.”

「人們將比特幣用作投機資產。它就像黃金，就像黃金一樣——只是它是虛擬的，它是數位的。人們並沒有將其用作支付方式或價值儲存手段。它的波動性很大。它不是美元的競爭對手；而是美元的競爭對手。它確實是黃金的競爭對手。

– US Federal Reserve Chairman, Jerome Powell.

– 聯準會主席鮑威爾。

Powell also addressed the Fed’s cautious stance on cryptocurrencies, noting that while the Fed monitors their impact on the financial system, it does not directly regulate them.

鮑威爾也談到了聯準會對加密貨幣的謹慎立場，指出雖然聯準會監控加密貨幣對金融體系的影響，但並非直接對其進行監管。

Shifting focus to monetary policy, Powell highlighted the US economy’s resilience, citing stronger than expected growth and a robust labor market.

鮑威爾將焦點轉向貨幣政策，強調了美國經濟的韌性，並指出成長強於預期，勞動力市場強勁。

However, with inflation still elevated, he suggested that the Fed would adopt a cautious approach to interest rate cuts.

不過，由於通膨依然高企，他建議聯準會在降息方面採取謹慎態度。

According to CME Group’s Fed Watch tool, market watchers are pricing in another 25-basis-point easing at the next FOMC meeting slated for December 18, mirroring Powell’s measured macroeconomic outlook.

根據芝商所(CME Group) 的聯準會觀察工具，市場觀察家預計在定於12 月18 日舉行的下一次FOMC 會議上將再次實施25 個基點的寬鬆政策，這反映了鮑威爾審慎的宏觀經濟前景。