市场观察

比特币市场最近表现出强劲的增长。 12月16日，比特币ETF资产管理规模首次超过黄金基金

Key Takeaways:

要点：

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

比特币（BTC）价格继续徘徊在 10 万美元大关上方。

Bitcoin ETF asset management scale hits a record high.

比特币ETF资产管理规模创历史新高。

Bitcoin 'whales' are making massive purchases.

比特币“鲸鱼”正在大量购买。

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

根据期权数据，尽管价格创历史新高，交易商仍保持谨慎态度。

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

比特币现已在 Stacks 主网上提供，提供 5% 的年化奖励。

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

1. 比特币价格连续第五天突破 10 万美元

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日香港时间09:25，比特币价格指数为106,394.04美元，日涨幅1.47%，年初至今涨幅151.73%。 OKX最新数据显示，每日现货成交量为671.3亿美元。

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.

过去五天，该资产在10万美元大关上方保持上涨势头，上涨6.44%。基于这一趋势，一些分析师预测未来几个月价格可能攀升至20万美元。与此同时，根据期权数据，交易员正在谨慎追逐这一趋势。

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.

根据 Coin Metrics 的《网络状况》报告，2024 年比特币减半事件正在对格局产生重大影响。减半将使区块奖励从 6.25 BTC 减少至 3.125 BTC，这可能会导致矿工收入大幅下降。按目前价格计算，减半将使矿工收入从每月约 14 亿美元减少至约 7 亿美元。

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，最近的数据显示，比特币“鲸鱼”正在大量购买。根据链上数据分析公司Glassnode的数据，比特币“鲸鱼”在过去几周一直在积极购买BTC，其总购买量在48小时内已达到70亿美元。

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

2、比特币ETF资金流出，以太坊ETF吸引资金流入

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.

根据 ETF Trends 的数据，12 月 17 日，比特币 ETF 的资本净流出为 1.1929 亿美元，而以太坊 ETF 的资本净流入为 595 万美元。

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).

就表现而言，当天表现最好的三只比特币 ETF 分别是 VanEck 比特币策略 ETF（NYSE Arca：BITO）（-6337 万美元）、ProShares 比特币策略 ETF（NYSE Arca：PBIT）（-3383 万美元）和Valkyrie 比特币策略 ETF（纳斯达克代码：BTF）（-813 万美元）。在表现前三名的以太坊 ETF 中，净资本流入如下：Global X 以太坊 ETF（纳斯达克股票代码：ETH）（+483 万）、ProShares UltraPro 空头以太坊 ETF（纽约证券交易所 Arca：SEUR）（+39 万）和MicroStrategy ProShares 多头 ProShares 多头 ProShares 多头 ProShares 多头 ProShares 多头 ProShares 多头 ProShares 多头 ETF（NYSE Arca：MSTR） （+260,000）。

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

3. Stacks主网上线sBTC，提供5%年化奖励

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.

根据最新的 Stacks 官方新闻通讯，比特币 (sBTC) 现已在 Stacks 主网上提供。用户可以通过Stacks 2.1.1软件更新来铸造、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 区块链上的合成比特币衍生代币。它与 BTC 的价格以 1:1 的比例挂钩。用户可以通过在比特币区块链上锁定 BTC，然后在 Stacks 区块链上燃烧少量 Stacks（STX）代币来铸造 sBTC。铸造 sBTC 后，用户可以在 Stacks 区块链上的去中心化交易所（DEX）上进行交易，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 持有者还将获得 5% 的年化奖励，该奖励将以 Stacks (STX) 代币的形式进行分配。奖励将根据流通中的 sBTC 总量和用于铸造 sBTC 的 STX 代币总量动态调整。 sBTC使用率越高，年化奖励越低。

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

4. Big Time Studios 宣布设立 1.5 亿美元的 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.

据 Decrypt 报道，NFT 游戏开发商 Big Time Studios 宣布推出一项名为“Open Loot”的 1.5 亿美元基金，以支持模块化 NFT 战利品系统的开发。

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.

该基金将用于资助构建模块化 NFT 战利品系统、工具和体验的项目。这些项目将被整合到 Big Time 中，这是一款即将推出的免费多人在线角色扮演游戏 (MMORPG)，该游戏将采用模块化 NFT 战利品。

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

开发者将能够在以下领域内创建、销售和交易模块化 NFT 战利品系统和体验