丝绸之路扣押的 BTC 获准出售，比特币 (BTC) 价格跌至 9.5 万美元以下

去年12月17日，随着鲍威尔的鹰派言论，加密货币市场呈现下跌趋势。快进到本周二，官方数据显示美国就业数据好于预期，服务业通胀加速。

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，随着鲍威尔的鹰派言论，加密货币市场呈现下跌趋势。快进到本周二，官方数据显示美国就业数据好于预期，服务业通胀加速。这两个数据迅速冷却了市场对美联储降息的预期，市场普遍预期今年可能只会降息一次。受此影响，比特币再次从10万美元上方跌至92500美元低点，以太坊则从3700美元跌至3208美元低点。

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%.

山寨币受到广泛影响，其中一些出现了大幅下跌。 1 月 7 日至 8 日期间，某些山寨币抹去了 1 月 1 日以来的所有涨幅。在 24 小时下跌中，DeFi 板块 USUAL 下跌 11%，ENA 下跌 6%，PENDLE 下跌 9%。 Meme 币 WIF 和 PEOPLE 跌幅均超过 8%，而 APT、TIA、ADA 等二层公链跌幅在 5% 左右。 MOVE 下跌超过 9%。在AI领域，VIRTUAL下跌超过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.

合约数据显示，过去24小时清算5.56亿美元，多头头寸清算4.18亿美元，单笔最大清算额为1529.9万美元。

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.

比特币现货ETF数据自1月3日起连续三天出现净流入，1月3日和1月6日净流入超过9亿美元。而以太坊现货ETF数据则表现平平，1月2日和1月7日出现净流出，而1月3日和1月6日录得净流入，导致当月小幅净流入。然而，根据Trader T数据，1月8日，美国比特币现货ETF净流出5.69亿美元，以太坊净流出1.59亿美元，这无疑加剧了本已缺乏流动性的市场。

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.

稳定币数据方面，自1月1日以来，USDT市值一直在下降，但已开始恢复，目前徘徊在1375亿美元左右。

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数据表现良好，从439.5亿美元升至峰值约460亿美元，净流入超过20亿美元。 USDC主要由美国用户持有，这可能表明美国资金实力仍在买入。

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，一位官员向 DB News 证实，美国司法部已获授权清算在丝绸之路案中查获的 69,370 BTC（价值约 65 亿美元）。由于比特币价格波动，司法部请求允许出售这些资产。当被问及下一步行动时，司法部发言人表示，“政府将根据本案的判决采取进一步行动。”

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

受此消息影响，比特币一度下跌超过 1%，但很快反弹至 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，美国司法部尚未确定何时出售。此外，距离特朗普正式上任仅剩11天，他此前曾表示上任后不会出售任何比特币。

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.

根据Arkham的最新数据，美国政府地址目前持有198,109枚比特币，价值约185.9亿美元；他们还持有 54,753 个以太坊，价值约 1.813 亿美元。

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，美国12月ADP就业数据录得12.2万人，低于市场预期的14万，创2024年8月以来新低。截至1月4日当周首次申请失业救济人数录得20.1万人为2024年2月17日当周以来的最低水平。这两个数据点进一步表明美国市场经济的强劲程度，导致美国经济进一步下滑降息预期。

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，美联储会议纪要显示，委员会成员预计2025年降息步伐将大幅放缓，全年预计仅降息75个基点。市场期货价格表明，2025年政策宽松程度可能略低于这一预期。尽管如此，市场参与者对明年联邦基金利率的走势仍抱有相当大的不确定性。

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

在讨论通胀发展时，与会者指出，尽管通胀已从 2017 年的峰值大幅放缓，但