Good Morning, Asia. Here's what's making news in the markets: Welcome to Asia Morning Briefing, a daily summary of top stories during U.S. hours and an overview of market moves and analysis. For a detailed overview of U.S. markets, see CoinDesk's Crypto Daybook Americas. Bitcoin is trading around $109K as Hong Kong begins its business day, as traders continue to digest comments from Fed Chair Jerome Powell that another rate cut isn't a certain thing, chilling demand for BTC ETFs and other risk assets. Pol ...

BNB is down more than 2% over the past 24 hours, falling to $1,073 after failing to hold key technical support around $1,095 according to CoinDesk Research's technical analysis data model. The drop comes as the broader crypto market reels from a wave of selling tied to shifting signals from the U.S. Federal Reserve, with the broader market slipping 4.7% based on the CoinDesk 20 (CD20) index. The Fed cut interest rates by 25 basis points, as widely expected. But Chair Jerome Powell’s remarks that further ...

Diplomacy between Washington and Beijing is flipping Bitcoin bullish. That’s according to Geoffrey Kendrick, head of digital assets research at UK-based bank Standard Chartered, who said that promising trade talks between the US and China as well as an all but locked-in Federal Reserve rate cut mark the end of Bitcoin’s downside. If the Thursday meeting in South Korea between US President Donald Trump and Chinese President Xi Jinping goes well, “Bitcoin may never go below $100,000 again,” Kendrick said i ...

加密货币市场整体表现 - 加密货币市场总市值维持在约3.8万亿美元附近 [2] - 市场经历剧烈波动，从周初低迷至周五出现反弹 [2] - 比特币价格本周上涨4.3%，周五接近112,000美元，但表现落后于股市反弹 [3] - 比特币关键支撑位在109,000美元附近，阻力位在114,000美元，突破后可能指向120,000美元或新高 [3][4] 主要加密货币动态 - Coinbase本周出人意料地上市了BNB [2] - 在CZ获赦消息传出后，BNB价格短暂飙升，随后因做市商获利了结而降温 [2] - 去中心化金融总锁仓价值约为1,520亿美元，当日上涨1.6%，前一日涨幅为4% [3] 市场情绪与技术指标 - 交易所的比特币供应持续下降，同时“巨鲸钱包”活动再次活跃 [4] - 比特币的相对强弱指数为47，处于中性区域，通常预示着价格可能即将选择方向 [4] - 稳定币总市值达到3,090亿美元的历史新高，且资金持续流入加密货币市场 [5] 政策与宏观经济影响 - 特朗普发布行政命令，计划建立国家比特币储备并将美国定位为数字资产中心，对市场产生重大影响 [4] - 美国股市表现强劲，道琼斯指数首次突破47,000点，标普500指数上涨0.8%至6,791点，纳斯达克指数上涨1.1% [5] - 美国消费者价格指数为3%，促使更多交易员转向风险资产 [5] - 市场下周关注美联储官员讲话和消费者价格指数修订数据 [5]

市场整体情绪与表现 - 加密货币市场情绪转向乐观，交易员正积极寻找最佳投资标的，看涨的“Uptober”叙事再次成为市场焦点 [1] - 比特币表现出韧性，从低于10万美元的低点反弹，稳定在11万美元附近，日内涨幅超过1% [3] - 10月市场波动剧烈，比特币月初曾创下接近126,350美元的历史新高，但随后遭遇了加密货币历史上最剧烈的清算事件之一，山寨币日内下跌60%至90% [2] 特定加密货币动态 - BNB价格飙升超过7%，此前特朗普总统全面赦免了币安前首席执行官赵长鹏，市场推测此举可能改善币安与美国监管机构的关系 [4] - 部分山寨币出现反弹行情，Falcon Finance日内涨幅超过20%，AVANT、ApeCoin、Humanity Protocol、FTT均显示强劲势头，Artificial Superintelligence Alliance (FET)出现两位数反弹，Pumpfun上涨9% [7] 宏观经济与外部环境 - 市场高度关注今日将发布的美国CPI数据，若读数高于3%的共识预期，可能加剧风险资产的波动性 [5] - 特朗普与中国之间的外交发展仍不确定，市场观察人士希望即将在亚洲举行的贸易讨论能缓解关税和稀土方面的紧张局势 [5] - 全球股市、黄金和原油本周均经历大幅价格调整，黄金仍保持在4000美元上方的历史高位附近，美元指数交易接近99.00 [6]

The crypto market, starved of fresh economic data due to the prolonged U.S. government shutdown, will finally get a key data point with the release of September’s Consumer Price Index (CPI) on Friday. The inflation figure could trigger larger price swings in ether (ETH) than in bitcoin (BTC), a store-of-value asset. Overall, however, the expected market volatility is nothing out of the ordinary. Inflation ticked higher in September The consumer price index for September, due for release at 12:30 UTC, is ...

Bitcoin and the broader crypto market have ticked up despite macro headwinds, with data suggesting a shift in market dynamics as large bag holders hold firm despite the wipeout in leveraged positions earlier this month. The "dolphin" cohort has continued Bitcoin accumulation even after the Black Friday event that liquidated $19 billion from the markets, keeping the bull run’s long-term structure intact, according to a CryptoQuant report on Thursday.  The trading and market analysis firm defines a dolphin as ...

In the latest Ethereum price prediction, analysts question whether the recent ETH USD Price technical breakout is genuine or a bull trap. Ethereum price held steady near $3,850 during late US trading on Thursday as market desks weighed record derivatives activity against uneven spot ETF flows and mixed year-end forecasts from major banks. According to Coingecko data, the Ethereum price was trading at $3,836, showing a slight increase of approximately 2%, in line with Bitcoin as the broader crypto market ...

公司运营动态 - Kadena于10月21日通过官方渠道确认将立即逐步停止所有运营[1] - 公司业务活动和协议维护将结束，但区块链网络因其去中心化特性，在矿工和验证者保持活跃的情况下将继续运行[1] - 团队将提供新的二进制文件以确保运营连续性，无需其参与[2] - 超过5.66亿KDA将在2139年前作为挖矿奖励继续分发，另有8370万KDA将在2029年11月前解锁[2] 市场反应与影响 - 公告发布后90分钟内，KDA价格从约0.23美元暴跌至0.10美元以下，跌幅近60%[2] - 此次暴跌导致市值损失近2.68亿美元[2] - 交易员最初猜测公告为黑客攻击所致，但团队数小时后确认了其真实性[3] 项目技术架构与未来展望 - Kadena的架构设计为自主运行，链和智能合约将在没有中心化监督的情况下保持活跃[4] - 矿工可在下个世纪继续获得奖励，但核心团队支持的丧失意味着新开发、合作或技术升级的有效终结[5] - 对于投资者和开发者而言，Kadena网络将在代码层面存续，但失去领导力[5] 行业背景与潜在信号 - Kadena的倒闭发生在加密货币市场关键时刻，10月历史性清算事件导致近190亿美元杠杆头寸被抹去[8] - 比特币和以太坊仅小幅反弹，交易价格仍较近期高点低约10%，比特币现徘徊在108,000美元附近，以太坊难以重回4,000美元大关[8] - 市场呈现横盘趋势，小型项目出现疲软迹象，Kadena关闭可能预示着资本和信心正围绕最大网络 consolidation，使中层级Layer-1项目面临风险[9]

核心观点 - 埃隆·马斯克创立的航空航天公司SpaceX进行了一笔价值2.68亿美元的比特币链上转移 这是该公司三个月来的首次大额链上活动 [1] - 分析师普遍认为此次转移是出于安全或风险管理目的的内部托管重组 而非抛售行为 [3][7] - 尽管转移期间比特币价格因外部因素出现波动 但此次“巨鲸”动作并未引发市场恐慌 显示出比特币作为资产的成熟度 [1][6][9] 交易细节 - 链上数据显示 2,395枚BTC被分成两笔转移：1,298枚BTC（价值1.397亿美元）发送至地址bc1qj7enhu6… 1,197枚BTC（价值约1.288亿美元）发送至地址bc1qq7872pz… [2][8] - 两个接收地址目前均处于非活跃状态 没有资金流出 [2] - 在正式转移前 SpaceX的钱包从Coinbase Prime执行了两笔小额测试交易（150美元和177美元）这是一种常见的托管协议 [2] - 完成此次转移后 原始钱包仍持有5,790枚BTC（价值约6.25亿美元）而SpaceX的总持仓量保持不变 仍为8,285枚BTC [2][5] 公司持仓历史与现状 - SpaceX于2021年开始收购比特币 但在2022年中期的Terra-Luna崩溃和FTX事件期间出售了约70%的头寸 [4] - 自那以后 该公司一直稳定持有8,285枚BTC 按当前价格计算价值超过11亿美元 未实现利润超过6.21亿美元 [5][7] - 公司上一次移动比特币是在2025年7月 与本周的交易一样 未检测到流向交易所的抛售行为 [5] 市场反应 - 在转移发生的时间窗口内 比特币价格曾短暂跌破108,000美元 但并未出现恐慌性抛售的迹象 [6] - 分析师指出比特币作为一种资产已经成熟 大型公司的链上转移不再像早期周期那样引发市场范围的恐慌 [9] - 截至发稿时 比特币交易价格为107,805美元 日交易量为613亿美元 [9]