每週市場回顧 - 2024 年 11 月 1 日

比特幣週二接近歷史新高，短暫突破 73,000 美元，但較歷史紀錄低 175 美元。佛羅裡達州財務長 Jimmy Patronis 透露，該州持有約 8 億美元的加密貨幣相關投資。

Macro/TradFi

宏/TradFi

Bitcoin briefly surpassed US$73,000 on Tuesday, coming within US$175 of a new all-time high.

比特幣週二一度突破 73,000 美元，距離歷史新高僅 175 美元。

Florida State CFO Jimmy Patronis revealed that the state holds approximately US$800 million in crypto-related investments and suggested allocating part of the state retirement funds into cryptocurrency.

佛羅裡達州財務長 Jimmy Patronis 透露，該州持有約 8 億美元的加密貨幣相關投資，並建議將部分州退休基金分配給加密貨幣。

Securitize has surpassed US$1 billion in tokenized on-chain assets, driven largely by the success of BlackRock's BUIDL fund. The firm announced this milestone on Thursday, coinciding with the launch of a new service to streamline tokenized fund administration.

Securitize 的代幣化鏈上資產已超過 10 億美元，這主要得益於貝萊德 BUIDL 基金的成功。該公司於週四宣布了這一里程碑，同時推出了簡化代幣化基金管理的新服務。

Lazard is the latest institution to join the asset tokenization trend, announcing plans to create tokenized funds in partnership with Bitfinex Securities and SkyBridge Invest.

Lazard 是最新加入資產代幣化趨勢的機構，宣布計劃與 Bitfinex Securities 和 SkyBridge Invest 合作創建代幣化基金。

BlackRock’s IBIT spot BTC ETF saw over US$872 million in net inflows on Wednesday, its largest since launching in January and surpassing the previous high set on March 12.

貝萊德 (BlackRock) 的 IBIT 現貨 BTC ETF 週三淨流入超過 8.72 億美元，這是自 1 月推出以來的最大淨流入量，並超過了 3 月 12 日創下的先前高點。

Emory University has become the first endowment to invest in spot Bitcoin ETFs, committing US$15.8 million. With this move, spot BTC ETFs now have representation from every major institutional sector within a year.

埃默里大學成為第一家投資現貨比特幣 ETF 的捐贈基金，承諾投資 1,580 萬美元。透過這項舉措，現貨 BTC ETF 現在在一年內就擁有了來自各大機構部門的代表。

Canary Capital has filed for a spot Solana ETF with the SEC, following a similar move by fund manager VanEck, who filed in June.

Canary Capital 已向 SEC 提交了現貨 Solana ETF 申請，基金經理 VanEck 於 6 月也提出了類似申請。

MicroStrategy plans to raise US$42 billion over the next three years to buy more Bitcoin through its '21/21 Plan,' aiming to raise US$21 billion from equity and another US$21 billion through debt to expand its Bitcoin holdings.

MicroStrategy 計劃在未來三年內籌集420 億美元，透過其「21/21 計畫」購買更多比特幣，旨在透過股本籌集210 億美元，並透過債務籌集210 億美元，以擴大其比特幣持有量。

Crypto

加密貨幣

L1/L2:

L1/L2：

Morph, a Layer 2 solution positioning itself as a 'consumer layer,' has launched its mainnet on Ethereum. Morph’s consumer layer aims to tackle the root causes of limited blockchain adoption, enabling ecosystem participants to exchange real assets and engage in transactions.

Morph 是一個將自己定位為「消費者層」的 Layer 2 解決方案，已在以太坊上推出其主網。 Morph 的消費者層旨在解決區塊鏈採用有限的根本原因，使生態系統參與者能夠交換真實資產並參與交易。

Swell, a liquid restaking protocol, announced it will join Optimism’s Superchain ecosystem with an optimistic rollup on the OP Stack, shifting from its earlier plan to build a Layer 2 chain using Polygon's chain development kit.

Swell 是一種流動性重新抵押協議，宣布將加入 Optimism 的超級鏈生態系統，並在 OP Stack 上進行樂觀匯總，改變其先前計劃使用 Polygon 的鏈開發套件構建第 2 層鏈。

DeFi:

去中心化金融：

dYdX has laid off 35% of its staff, with CEO Antonio Juliano emphasizing the need for a new direction amid tough competition and challenging market conditions.

dYdX 已解僱 35% 的員工，執行長 Antonio Juliano 強調，在激烈的競爭和充滿挑戰的市場條件下，需要一個新的方向。

Solayer and OpenEden are launching a yield-bearing sUSD token on Solana, backed by U.S. Treasury bills. This stablecoin is the first of several tokenized real-world assets (RWAs) that Solayer plans to introduce on Solana.

Solayer 和 OpenEden 正在 Solana 上推出由美國國債支持的有收益的 sUSD 代幣。該穩定幣是 Solayer 計劃在 Solana 上推出的幾種代幣化現實資產 (RWA) 中的第一個。

Stablecoin:

穩定幣：

Stablecoin issuer Tether reported US$2.5 billion in Q3 profits, bringing its 2024 earnings to US$7.7 billion. The company now holds US$14.2 billion in equity and total assets of US$134.4 billion.

穩定幣發行商 Tether 報告第三季利潤為 25 億美元，使其 2024 年利潤達到 77 億美元。公司現持有股權142億美元，總資產1,344億美元。

Others:

其他的：

Consensys is reducing its workforce by 20% as part of a restructuring plan to streamline operations, citing reasons such as rising interest rates, inflation, and regulatory uncertainty.

作為精簡營運重組計畫的一部分，Consensys 將裁員 20%，理由包括利率上升、通貨膨脹和監管不確定性等。

The number of addresses claiming the GRASS token airdrop has surged to nearly 1.5 million, making it the largest airdrop on Solana by the number of token-holding addresses.

領取 GRASS 代幣空投的地址數量已激增至近 150 萬個，使其成為 Solana 上持有代幣地址數量最多的空投。

Kalshi, an U.S.-regulated prediction market platform, is deepening its crypto ties by providing price feeds to Stork Labs' oracle network and accepting USDC deposits.

Kalshi 是一個受美國監管的預測市場平台，它正在透過向 Stork Labs 的預言機網絡提供價格反饋並接受 USDC 存款來加深其與加密貨幣的聯繫。

Gelato raised US$11 million in a Series A+ round led by Hack VC, with support from Animoca Brands and others. Aiming to become the go-to platform for enterprise-grade rollups, Gelato will use the capital to expand its team and services.

Gelato 在 Hack VC 領投的 A+ 輪融資中籌集了 1,100 萬美元，並得到了 Animoca Brands 等公司的支持。 Gelato 旨在成為企業級匯總的首選平台，將利用這筆資金擴大其團隊和服務。