每周市场回顾 - 2024 年 11 月 1 日

比特币周二接近历史新高，短暂突破 73,000 美元，但较历史纪录低 175 美元。佛罗里达州首席财务官 Jimmy Patronis 透露，该州持有约 8 亿美元的加密货币相关投资。

Macro/TradFi

宏/TradFi

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

比特币周二一度突破 73,000 美元，距离历史新高仅 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.

佛罗里达州首席财务官 Jimmy Patronis 透露，该州持有约 8 亿美元的加密货币相关投资，并建议将部分州退休基金分配给加密货币。

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 的代币化链上资产已超过 10 亿美元，这主要得益于贝莱德 BUIDL 基金的成功。该公司于周四宣布了这一里程碑，同时推出了一项简化代币化基金管理的新服务。

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 是最新加入资产代币化趋势的机构，宣布计划与 Bitfinex Securities 和 SkyBridge Invest 合作创建代币化基金。

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.

贝莱德 (BlackRock) 的 IBIT 现货 BTC ETF 周三净流入超过 8.72 亿美元，这是自 1 月推出以来的最大净流入量，并超过了 3 月 12 日创下的先前高点。

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.

埃默里大学成为第一家投资现货比特币 ETF 的捐赠基金，承诺投资 1580 万美元。通过这一举措，现货 BTC ETF 现在在一年内就拥有了来自各大机构部门的代表。

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 提交了现货 Solana ETF 申请，基金经理 VanEck 于 6 月份也提出了类似申请。

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 计划在未来三年内筹集 420 亿美元，通过其“21/21 计划”购买更多比特币，旨在通过股本筹集 210 亿美元，并通过债务筹集 210 亿美元，以扩大其比特币持有量。

Crypto

加密货币

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 是一个将自己定位为“消费者层”的 Layer 2 解决方案，已在以太坊上推出其主网。 Morph 的消费者层旨在解决区块链采用有限的根本原因，使生态系统参与者能够交换真实资产并参与交易。

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 是一种流动性重新抵押协议，宣布将加入 Optimism 的超级链生态系统，并在 OP Stack 上进行乐观汇总，改变其先前计划使用 Polygon 的链开发套件构建第 2 层链。

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 已解雇 35% 的员工，首席执行官 Antonio Juliano 强调，在激烈的竞争和充满挑战的市场条件下，需要一个新的方向。

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 上推出由美国国债支持的有收益的 sUSD 代币。该稳定币是 Solayer 计划在 Solana 上推出的几种代币化现实资产 (RWA) 中的第一个。

Stablecoin:

稳定币：

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.

稳定币发行商 Tether 报告第三季度利润为 25 亿美元，使其 2024 年利润达到 77 亿美元。公司现持有股权142亿美元，总资产1344亿美元。

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.

作为精简运营重组计划的一部分，Consensys 将裁员 20%，理由包括利率上升、通货膨胀和监管不确定性等。

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.

领取 GRASS 代币空投的地址数量已激增至近 150 万个，使其成为 Solana 上持有代币地址数量最多的空投。

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 是一个受美国监管的预测市场平台，它正在通过向 Stork Labs 的预言机网络提供价格反馈并接受 USDC 存款来加深其与加密货币的联系。

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 领投的 A+ 轮融资中筹集了 1100 万美元，并得到了 Animoca Brands 等公司的支持。 Gelato 旨在成为企业级汇总的首选平台，将利用这笔资金扩大其团队和服务。