市場總結：隨著加密產業市值跌破 3.2T，比特幣 (BTC) 徘徊在 9.3 萬美元上方

加密貨幣產業的總市值目前不到 3.2 兆美元，自 1 月 1 日以來已蒸發超過 3,000 億美元。

All times ET unless indicated otherwise

除非另有說明，所有時間均為東部時間

The total cryptocurrency industry is now under $3.2 trillion in market capitalization, as over $300 billion has been wiped out since Jan. 6, taking away all early gains for the year, according to the TradingView metric TOTAL. As a whole, the market is digesting the unconfirmed reports from DB News, which suggest that the U.S. government has been given the green light to liquidate as much as 69,370 BTC ($6.5B) from the Silk Road seizure.

根據 TradingView 指標 TOTAL，加密貨幣行業的總市值目前低於 3.2 兆美元，自 1 月 6 日以來已經蒸發了超過 3000 億美元，抹去了今年的所有早期收益。總體而言，市場正在消化 DB News 未經證實的報道，該報道表明美國政府已獲準清算絲綢之路扣押中的多達 69,370 BTC ($6.5B)。

Adding to the bearish sentiment, market is now digesting the unconfirmed reports from DB News which suggest that the U.S. government has been given the green light to liquidate as much as 69,370 BTC ($6.5B) from the Silk Road seizure. This makes the political theatre between the outgoing and incoming U.S. administrations even more intriguing, as president-elect Donald Trump, who is just few days away from being sworn in on Jan. 20, vowed not to sell any of the bitcoin held by U.S. authorities, which, according to Glassnode data, amounts to 187,236 BTC.

市場目前正在消化 DB News 未經證實的報道，這加劇了看跌情緒，該報道表明美國政府已獲準清算絲綢之路扣押中的多達 69,370 BTC ($6.5B)。這使得即將卸任和即將上任的美國政府之間的政治戲劇變得更加耐人尋味，因為距離1 月20 日宣誓就職僅幾天的當選總統唐納德·特朗普發誓不會出售美國當局持有的任何比特幣，根據 Glassnode 數據，總計 187,236 BTC。

The onslaught in the crypto industry also stems from an extremely high DXY index, above 109, which measures the value of the U.S. Dollar relative to a weighted basket of major foreign currencies. In addition, for a brief moment, the U.S. treasury yields were rising before retreating slightly yesterday. The benchmark for 10-year yield was as high as 4.73%.

加密貨幣產業的衝擊也源自於極高的 DXY 指數（高於 109），該指數衡量美元相對於一籃子主要外幣的加權價值。此外，美國公債殖利率一度上漲，但昨天小幅回落。 10年期公債殖利率基準高達4.73%。

The inflation concerns that paddled the selloff in the broader market are picking up alongside growth expectations, LondonCryptoClub told CoinDesk. "The combination of rising growth and inflation expectations alongside rising term premia as the market struggles to digest huge treasury supply to fund these deficits is pushing U.S. yields higher, which is dragging global yields higher, excluding China."

LondonCryptoClub 告訴 CoinDesk，隨著經濟成長預期的增加，引發大盤拋售的通膨擔憂也在加劇。 “增長和通膨預期上升，加上市場難以消化巨額國債供應來為這些赤字提供資金，期限溢價不斷上升，這些因素共同推動美國國債收益率走高，從而拖累全球收益率走高（不包括中國）。”

However, turmoil is occurring across the pond in the U.K., with gilt yields continuing to march higher this morning. Records were set today, as the 30-year U.K. jumped to almost 5.45%, the highest level since 1998. While the benchmark U.K. 10-year challenged 4.95%, the highest since 2008, the treasury was forced to intervene in the market to calm investors, according to reports from The Telegraph.

然而，英國另一邊正在發生動盪，英國國債殖利率今天上午繼續走高。今天創下了紀錄，英國30 年期公債躍升至近5.45%，為1998 年以來的最高水平。以平息市場。

LondonCryptoClub mentioned the key reasons for the turmoil, "the U.K. is under pressure after a disastrous budget which has increased borrowing needs with little to no positive growth impact, exacerbating the negative debt/GDP dynamics and driving a larger fiscal deficit."

LondonCryptoClub 提到了這場動盪的關鍵原因，「災難性的預算增加了借貸需求，但對經濟成長幾乎沒有或沒有任何積極影響，英國面臨著壓力，加劇了負債務/GDP 動態，並導致更大的財政赤字。

As a result, the not-so-Great British pound, falling yet again, is now 1.22 against the dollar, the lowest level since November 2023, and has fallen almost 4% in the past month.

結果，較不強勢的英鎊兌美元匯率再次下跌，目前為1.22，為2023年11月以來的最低水平，過去一個月已下跌近4%。

Today, Jan. 9, is declared a mourning day in the U.S. to remember the death of former President Jimmy Carter. Therefore, the stock market will be closed. So, all eyes will be turning to the jobs report on Friday. The market is in a good news is bad news scenario as rate cuts for 2025 get pushed back with only one rate cut expected for 2025.

今天，1 月 9 日，美國被宣佈為哀悼日，以紀念前總統吉米卡特的去世。因此，股市將休市。因此，所有人的目光都將轉向周五的就業報告。由於 2025 年降息被推遲，預計 2025 年僅降息一次，市場正處於好消息即壞消息的局面。

A strong jobs report could remove this rate cut, with unemployment expected to come in at 4.2%, while nonfarm payroll is estimated at 154,000. A hot jobs print could send the dollar to 110, putting further pressure on risk-assets. Stay alert!

強勁的就業報告可能會取消此次降息，失業率預計為 4.2%，而非農就業人數預計為 154,000 人。熱門就業數據可能會讓美元升至 110，給風險資產帶來進一步壓力。保持警惕！