絲路扣押的 BTC 獲准出售，比特幣 (BTC) 價格跌至 9.5 萬美元以下

去年12月17日，隨著鮑威爾的鷹派言論，加密貨幣市場呈現下跌趨勢。快轉到本週二，官方數據顯示美國就業數據優於預期，服務業通膨加速。

On December 17 last year, the cryptocurrency market showed a downward trend following Powell's hawkish remarks. Fast forward to this Tuesday, official data showed that U.S. employment figures were better than expected, and service sector inflation accelerated. These two data points quickly cooled market expectations for a Federal Reserve rate cut, with the market generally anticipating that there may only be one rate cut this year. As a result, Bitcoin fell again from above $100,000 to a low of $92,500, while Ethereum dropped from $3,700 to a low of $3,208.

去年12月17日，隨著鮑威爾的鷹派言論，加密貨幣市場呈現下跌趨勢。快進到本週二，官方數據顯示美國就業數據優於預期，服務業通膨加速。這兩個數據迅速冷卻了市場對聯準會降息的預期，市場普遍預期今年可能只會降息一次。受此影響，比特幣再次從10萬美元上方跌至9,2500美元低點，以太幣則從3,700美元跌至3,208美元低點。

Altcoins were broadly affected, with some experiencing significant declines. Between January 7 and 8, certain altcoins erased all gains since January 1. In the 24-hour decline, the DeFi sector saw USUAL drop by 11%, ENA by 6%, and PENDLE by 9%. Meme coins WIF and PEOPLE both fell by over 8%, while layer 2 public chains like APT, TIA, and ADA saw declines around 5%. MOVE dropped over 9%. In the AI sector, VIRTUAL fell by over 6%. WLD and ARKM saw declines around 5%.

山寨幣受到廣泛影響，其中一些出現了大幅下跌。 1 月 7 日至 8 日期間，某些山寨幣抹去了 1 月 1 日以來的所有漲幅。 Meme 幣 WIF 和 PEOPLE 跌幅均超過 8%，而 APT、TIA、ADA 等二層公鏈跌幅約 5%。 MOVE 下跌超過 9%。在AI領域，VIRTUAL下跌超過6%。 WLD 和 ARKM 下降了 5% 左右。

Contract data indicated that $556 million was liquidated in the past 24 hours, with $418 million in long positions liquidated, and the largest single liquidation was $15.299 million.

合約數據顯示，過去24小時平倉5.56億美元，多頭平倉4.18億美元，單筆最大平倉1529.9萬美元。

Bitcoin spot ETF data has seen a net inflow for three consecutive days since January 3, with net inflows exceeding $900 million on January 3 and January 6. Ethereum spot ETF data, however, has been mediocre, with net outflows on January 2 and January 7, while net inflows were recorded on January 3 and January 6, resulting in a slight net inflow for the month. However, according to Trader T data, on January 8, the U.S. Bitcoin spot ETF saw a net outflow of $569 million, and Ethereum had a net outflow of $159 million, which undoubtedly exacerbated the already illiquid market.

比特幣現貨ETF數據自1月3日起連續三天出現淨流入，1月3日和1月6日淨流入超過9億美元。月7日出現淨流出，而1月3日和1月6日錄得淨流入，導致當月小幅淨流入。然而，根據Trader T數據，1月8日，美國比特幣現貨ETF淨流出5.69億美元，以太坊淨流出1.59億美元，無疑加劇了本已缺乏流動性的市場。

In terms of stablecoin data, since January 1, the market cap of USDT has been decreasing but has started to recover, currently hovering around $137.5 billion.

穩定幣數據方面，自1月1日以來，USDT市值一直在下降，但已開始恢復，目前徘徊在1,375億美元左右。

USDC data, on the other hand, has performed well, rising from $43.95 billion to a peak of about $46 billion, with a net inflow of over $2 billion. USDC is primarily held by U.S. users, which may indicate that U.S. capital strength is still buying.

另一方面，USDC數據表現良好，從439.5億美元上升約460億美元，淨流入超過20億美元。 USDC主要由美國用戶持有，這可能表明美國資金實力仍在買入。

On the morning of January 9, an official confirmed to DB News that the U.S. Department of Justice has been authorized to liquidate 69,370 BTC (worth about $6.5 billion) seized in the Silk Road case. The DOJ requested permission to sell these assets due to Bitcoin price volatility. When asked about the next steps, a DOJ spokesperson stated, "The government will take further action based on the judgment in this case."

1 月 9 日上午，一位官員向 DB News 證實，美國司法部已被授權清算在絲路案中查獲的 69,370 BTC（價值約 65 億美元）。由於比特幣價格波動，司法部請求允許出售這些資產。當被問及下一步行動時，司法部發言人表示，“政府將根據本案的判決採取進一步行動。”

As a result of this news, Bitcoin briefly fell over 1%, but quickly rebounded to around $94,000.

受此消息影響，比特幣一度下跌超過 1%，但很快就反彈至 94,000 美元左右。

Currently, the U.S. Department of Justice has not determined when to sell. Additionally, there are only 11 days left until Trump officially takes office, and he previously stated that he would not sell any Bitcoin after taking office.

目前，美國司法部尚未確定何時出售。此外，距離川普正式上任僅剩11天，他先前曾表示上任後不會出售任何比特幣。

According to the latest data from Arkham, U.S. government addresses currently hold 198,109 Bitcoins, worth about $18.59 billion; they also hold 54,753 Ethereum, worth about $181.3 million.

根據Arkham的最新數據，美國政府地址目前持有198,109枚比特幣，價值約185.9億美元；他們還持有 54,753 個以太坊，價值約 1.813 億美元。

On the evening of January 8, the U.S. ADP employment figures for December recorded 122,000, falling short of the market expectation of 140,000, marking the lowest level since August 2024. The number of initial jobless claims for the week ending January 4 was recorded at 201,000, the lowest since the week of February 17, 2024. These two data points further indicate the strength of the U.S. market economy, leading to a further decline in rate cut expectations.

1月8日晚間，美國12月ADP就業數據錄得12.2萬人，低於市場預期的14萬，創2024年8月以來新低。人為2024年2月17日當週以來的最低水準。

In the early hours of January 9, the Federal Reserve's meeting minutes indicated that committee members expect the pace of rate cuts in 2025 to slow significantly, with only a 75 basis point cut expected for the entire year. Market futures prices suggest that the degree of policy easing in 2025 may be slightly lower than this expectation. Nevertheless, market participants still harbor considerable uncertainty regarding the path of the federal funds rate over the next year.

1月9日凌晨，聯準會會議紀錄顯示，委員會成員預計2025年降息步伐將大幅放緩，全年預計僅降息75個基點。市場期貨價格表明，2025年政策寬鬆程度可能略低於此預期。儘管如此，市場參與者對明年聯邦基金利率的走勢仍抱持相當大的不確定性。

When discussing inflation developments, attendees noted that although inflation has significantly slowed from its peak in

在討論通膨發展時，與會者指出，儘管通膨已從 2019 年的高峰大幅放緩，但