市場觀察

比特幣市場最近表現出強勁的成長。 12月16日，比特幣ETF資產管理規模首次超過黃金基金

Key Takeaways:

要點：

Bitcoin (BTC) price continues to hover above the $100,000 mark.

比特幣（BTC）價格繼續徘徊在 10 萬美元大關上方。

Bitcoin ETF asset management scale hits a record high.

比特幣ETF資產管理規模創歷史新高。

Bitcoin 'whales' are making massive purchases.

比特幣“鯨魚”正在大量購買。

Traders remain cautious despite the record high price, according to options data.

根據選擇權數據，儘管價格創歷史新高，交易商仍保持謹慎態度。

Bitcoin is now available on the Stacks mainnet, offering a 5% annualized reward.

比特幣現已在 Stacks 主網上提供，提供 5% 的年化獎勵。

1. Bitcoin price above $100,000 for the fifth day running

1. 比特幣價格連續第五天突破 10 萬美元

As of 09:25 HKT on December 18, the Bitcoin price index was $106,394.04, showing a daily increase of 1.47% and a year-to-date increase of 151.73%. According to the latest data from OKX, the daily spot volume was $67.13 billion.

截至12月18日香港時間09:25，比特幣價格指數為106,394.04美元，日漲幅為1.47%，年初至今漲幅為151.73%。 OKX最新數據顯示，每日現貨成交量為671.3億美元。

In the past five days, the asset has maintained an upward momentum above the $100,000 mark, rising by 6.44%. Based on this trend, some analysts predict that the price may climb to $200,000 in the next few months. At the same time, traders are chasing this trend cautiously, according to options data.

過去五天，該資產在10萬美元大關上方維持上漲勢頭，上漲6.44%。基於此趨勢，一些分析師預測未來幾個月價格可能會攀升至20萬美元。同時，根據選擇權數據，交易員正在謹慎追逐這一趨勢。

According to Coin Metrics' "State of the Network" report, the 2024 Bitcoin halving event is having a significant impact on the landscape. The halving will reduce the block reward from 6.25 BTC to 3.125 BTC, which may lead to a significant drop in miner revenue. At the present price, the halving will reduce miner revenue from about $1.4 billion per month to about $700 million.

根據 Coin Metrics 的《網路狀況》報告，2024 年比特幣減半事件正在對格局產生重大影響。減半將使區塊獎勵從 6.25 BTC 減少至 3.125 BTC，這可能導致礦工收入大幅下降。以目前價格計算，減半將使礦工收入從每月約 14 億美元減少至約 7 億美元。

In addition, recent data shows that Bitcoin 'whales' are making massive purchases. According to on-chain data analysis firm Glassnode, Bitcoin 'whales' have been actively purchasing BTC in the past few weeks, and their total purchase volume has reached $7 billion within 48 hours.

此外，最近的數據顯示，比特幣「鯨魚」正在大量購買。根據鏈上數據分析公司Glassnode的數據，比特幣「鯨魚」在過去幾週一直在積極購買BTC，其總購買量在48小時內達到了70億美元。

2. Bitcoin ETF sees capital outflows, while Ethereum ETF attracts capital inflows

2.比特幣ETF資金流出，以太坊ETF吸引資金流入

According to ETF Trends, Bitcoin ETFs saw a net capital outflow of $119.29 million on December 17, while Ethereum ETFs saw a net capital inflow of $5.95 million.

根據ETF Trends的數據，12月17日，比特幣ETF的資本淨流出為1.1929億美元，而以太坊ETF的資本淨流入為595萬美元。

In terms of performance, the top three performing Bitcoin ETFs on the day were the VanEck Bitcoin Strategy ETF (NYSE Arca: BITO) (-$63.37 million), the ProShares Bitcoin Strategy ETF (NYSE Arca: PBIT) (-$33.83 million), and the Valkyrie Bitcoin Strategy ETF (Nasdaq: BTF) (-$8.13 million). Among the top three performing Ethereum ETFs, the net capital inflows were as follows: the Global X Ethereum ETF (Nasdaq: ETH) (+4.83 million), the ProShares UltraPro Short Ethereum ETF (NYSE Arca: SEUR) (+390,000), and the MicroStrategy ProShares Long ProShares Long ProShares Long ProShares Long ProShares Long ProShares Long ProShares Long ETF (NYSE Arca: MSTR) (+260,000).

就表現而言，當天表現最好的三隻比特幣ETF 分別是VanEck 比特幣策略ETF（NYSE Arca：BITO）（-6337 萬美元）、ProShares 比特幣策略ETF（NYSE Arca：PBIT）（-3383 萬美元）和Valkyrie 比特幣策略 ETF（納斯達克代碼：BTF）（-813 萬美元）。在表現前三名的以太坊ETF 中，淨資本流入如下：Global X 以太坊ETF（納斯達克股票代碼：ETH）（+483 萬）、ProShares UltraPro 空頭以太坊ETF（紐約證券交易所Arca： SEUR）（+39 萬）和MicroStrategy ProShares 多頭 ProShares 多頭 ProShares 多頭 ProShares 多頭 ProShares 多頭 ProShares 多頭 ProShares 多頭 ETF（NYSE Arca：MSTR）（+260,000）。

3. Stacks mainnet launches sBTC, offering 5% annualized reward

3. Stacks主網上線sBTC，提供5%年化獎勵

According to the latest official Stacks newsletter, Bitcoin (sBTC) is now available on the Stacks mainnet. Users can mint, trade, and hold sBTC through the Stacks 2.1.1 software update.

根據最新的 Stacks 官方新聞通訊，比特幣 (sBTC) 現已在 Stacks 主網上提供。使用者可以透過Stacks 2.1.1軟體更新來鑄造、交易和持有sBTC。

sBTC is a synthetic Bitcoin derivative token on the Stacks blockchain. It is pegged to the price of BTC at a ratio of 1:1. Users can mint sBTC by locking up BTC on the Bitcoin blockchain and then burning a small amount of Stacks (STX) tokens on the Stacks blockchain. After minting sBTC, users can trade it on decentralized exchanges (DEXs) on the Stacks blockchain, such as Xverse and Arkadiko.

sBTC 是 Stacks 區塊鏈上的合成比特幣衍生代幣。它與 BTC 的價格以 1:1 的比例掛鉤。用戶可以透過在比特幣區塊鏈上鎖定 BTC，然後在 Stacks 區塊鏈上燃燒少量 Stacks（STX）代幣來鑄造 sBTC。鑄造 sBTC 後，用戶可以在 Stacks 區塊鏈上的去中心化交易所（DEX）上進行交易，例如 Xverse 和 Arkadiko。

In addition, sBTC holders will receive a 5% annualized reward, which will be distributed in Stacks (STX) tokens. The reward will be adjusted dynamically based on the total amount of sBTC in circulation and the total amount of STX tokens used to mint sBTC. The higher the utilization rate of sBTC, the lower the annualized reward.

此外，sBTC 持有者還將獲得 5% 的年化獎勵，該獎勵將以 Stacks (STX) 代幣的形式分配。獎勵將根據流通中的 sBTC 總量和用於鑄造 sBTC 的 STX 代幣總量動態調整。 sBTC使用率越高，年化獎勵越低。

4. Big Time Studios announces $150 million Open Loot fund

4. Big Time Studios 宣佈設立 1.5 億美元的 Open Loot 基金

NFT game developer Big Time Studios has announced the launch of a $150 million fund called "Open Loot" to support the development of modular NFT loot systems, according to Decrypt.

根據 Decrypt 報導，NFT 遊戲開發商 Big Time Studios 宣布推出一項名為「Open Loot」的 1.5 億美元基金，以支持模組化 NFT 戰利品系統的開發。

The fund will be used to fund projects building modular NFT loot systems, tools, and experiences. These projects will be integrated into Big Time, an upcoming free-to-play multiplayer online role-playing game (MMORPG) that will feature modular NFT loot.

該基金將用於資助建立模組化 NFT 戰利品系統、工具和體驗的專案。這些項目將整合到 Big Time 中，這是一款即將推出的免費多人線上角色扮演遊戲 (MMORPG)，該遊戲將採用模組化 NFT 戰利品。

Developers will be able to create, sell, and trade modular NFT loot systems and experiences within the

開發者將能夠在以下領域內創建、銷售和交易模組化 NFT 戰利品系統和體驗