山寨币市场更新：随着 BTC 看涨情绪在工作量证明领域蔓延，狗狗币、比特币现金和莱特币

12 月 4 日，比特币价格突破 10 万美元里程碑，投资者对特朗普提名保罗·阿特金斯 (Paul Atkins) 担任美国证券交易委员会 (SEC) 的消息做出了积极反应，他被视为加密货币友好型的加里·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.

周四，比特币价格创下 104,100 美元的历史新高，继续持续上涨，这种先锋加密货币的价值在 2025 年增长了 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，尽管 BTC 的表现打破了纪录，但 Coinmarketcap Pro 的数据显示，在过去 90 天里，山寨币的表现大幅优于比特币。

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%.

具体来说，山寨币季节指数追踪了 90 天内排名前 50 位的山寨币与比特币的表现，目前该指数为 86%。

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

这表明在过去 90 天里，排名前 50 的山寨币中有 86% 的表现优于比特币。

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

通常，当排名前 50 的山寨币中 75% 的表现优于 BTC 时，加密货币投资者就标志着“山寨币季节”的开始。

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

在当前的市场动态下，比特币价格每上涨1%，就会对主要山寨币产生更大的看涨影响。

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

这解释了为什么 XRP、Solana 和 SUI 等货币在最近几周都飙升至历史新高。

4. Chinese Tech Firm Meitu Completes Cryptocurrency Market Exit

4.中国科技公司美图完成加密货币市场退出

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.

中国科技公司美图公司已完全退出加密货币市场，在比特币飙升至突破 10 万美元里程碑之前，出售了其持有的 940 个比特币和 31,000 个以太坊。

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

该公司最初于 2021 年 3 月和 4 月投资了 1 亿美元，其中 4950 万美元分配给比特币，5050 万美元分配给以太坊。

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

此次退出分两个阶段进行，共产生了 1.8 亿美元的收益。

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，美图以 8000 万美元的价格出售了一半的股份，随后在 12 月以超过 95,000 美元的价格出售了 470 个 BTC，以 3,500 美元的价格出售了 15,703 个 ETH，净利润约为 8000 万美元。

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.

美图现在计划将重点从数字资产转向照片、视频和设计应用等核心业务，这些业务在人工智能进步的推动下经历了显着增长。

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.

通过这一战略支点，美图公司旨在利用对人工智能媒体工具不断增长的需求，放弃之前进军波动较大的加密货币市场的做法。

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

5. 美联储主席鲍威尔：比特币与黄金竞争，而不是与美元竞争

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.

美联储主席杰罗姆·鲍威尔澄清了他对比特币的立场，表示加密货币更类似于黄金，而不是美元的竞争对手。

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.

鲍威尔在纽约时报 DealBook 峰会上发表讲话，将比特币描述为一种投机资产，强调其波动性以及作为支付方式或价值储存手段的有限用途。

“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.”

“人们将比特币用作投机资产。它就像黄金，就像黄金一样——只是它是虚拟的，它是数字的。人们没有将其用作支付方式或价值储存手段。它的波动性很大。它不是美元的竞争对手；而是美元的竞争对手。它确实是黄金的竞争对手。”

– US Federal Reserve Chairman, Jerome Powell.

– 美联储主席杰罗姆·鲍威尔。

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.

鲍威尔还谈到了美联储对加密货币的谨慎立场，指出虽然美联储监控加密货币对金融体系的影响，但并不直接对其进行监管。

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

鲍威尔将焦点转向货币政策，强调了美国经济的韧性，指出增长强于预期，劳动力市场强劲。

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

不过，由于通胀依然高企，他建议美联储在降息方面采取谨慎态度。

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.

根据芝商所 (CME Group) 的美联储观察工具，市场观察人士预计在定于 12 月 18 日举行的下一次 FOMC 会议上将再次实施 25 个基点的宽松政策，这反映了鲍威尔审慎的宏观经济前景。