Arthur Hayes的HYPE抛售 - 前BitMEX首席执行官Arthur Hayes于9月21日抛售96,600枚HYPE代币 价值510万美元 [1] - Hayes抛售原因为担忧竞争对手项目可能导致代币价格归零 并在11月产生强劲抛压 [3] - Hayes质疑HYPE是否有足够强劲的收入来及时支持大量回购以抵消抛压 并指出其发展仍落后于其他DeFi协议 [4] HYPE与ASTER的竞争格局 - HYPE的永续合约份额暴跌至33% 因更多交易者涌向LIGHTER和ASTER等其他代币 [3] - Hayes比较指出 ASTER在DeFi聚合器上排名第三 日交易量达20亿至40亿美元 而HYPE日交易量仅为约45亿美元 [5] - 尽管面临竞争 HYPE在更长时间框架内仍是最受欢迎的永续合约去中心化交易所 但在日交易量等指标上正被ASTER超越 [6] 行业竞争与市场动态 - 竞争真实存在 HYPE在市场份额等关键领域的领先地位面临危险但尚未丧失 [7] - 如果ASTER在流动性、功能和用户信任度方面持续增长 可能会慢慢侵蚀Hyperliquid的领先优势 [7] - ASTER的短期交易量激增和市场热度需转化为稳定的表现 才能实现对其领先地位的侵蚀 [7]

The FTX Recovery Trust has taken legal action against Genesis Digital Assets and several people linked to the company. They’re asking the court to help recover around $1.15 billion that they believe was transferred under suspicious circumstances. The lawsuit is being handled in the US Bankruptcy Court in Delaware and is tied to the ongoing fallout from the collapse of FTX. What the Trust Claims Happened According to the filing, Sam Bankman-Fried used money from Alameda Research, his hedge fund, to invest ...

融资计划与估值 - 公司计划通过非公开配售筹集高达200亿美元资金 目标估值约为5000亿美元 [1] - 此次融资拟出售约3%的股份 融资目标范围为150亿至200亿美元 但最终金额可能远低于此范围 [2] - 若估值达成 公司将与OpenAI和SpaceX等公司处于同一级别 [1] - 讨论尚处于初始阶段 交易细节可能存在变动 [2] - 投资银行Cantor Fitzgerald担任此次交易的首席顾问 [5] 公司财务与运营状况 - 公司旗下稳定币USDT的市值为1720亿美元 是其主要竞争对手Circle（740亿美元）的两倍以上 [5] - 公司在2024年前六个月发行了200亿美元的USDT 并在此期间实现了57亿美元的净利润 其中第二季度单季净利润达49亿美元 [6] - 公司的储备资产包括比特币和黄金 [6] 行业趋势与监管环境 - 稳定币行业重要性日益提升 得益于美国特朗普政府领导下更为友好的政治和监管环境 包括《Genius Act》为稳定币的发行和交易开了绿灯 [3] - 竞争对手Circle已在纽约证券交易所上市 其股价首日表现超过了Meta、Robinhood和Airbnb等科技巨头 股价从31美元的发行价近乎翻了两番 公司当前估值超过300亿美元 [4] 战略发展与产品规划 - 公司计划推出针对美国市场的稳定币USAT 旨在满足与旗舰产品USDT不同的使用场景 [4] - 公司已任命前白宫数字资产工作组执行主任Bo Hines担任USAT的首席执行官 [4] - 此次融资交易将涉及发行新股 而非现有投资者出售其股权 [5]

尽管融资计划引发市场关注，但交易能否最终达成仍存在不确定性。据报道，相关讨论仍处于早期阶 段，拟议投资的条款可能发生变化。 泰达币发行人Tether寻求按5000亿美元估值通过非公开配售融资至多200亿美元。 9月23日据媒体报道，全球最大稳定币发行商Tether正在与投资者洽谈，计划以约3%的股权换取150亿至 200亿美元的投资。此次融资将通过发行新股进行，而非现有股东出售股份。 Cantor Fitzgerald据报担任这笔潜在交易的主要顾问。如交易达成，这家总部位于萨尔瓦多的加密货币 公司估值将达到约5000亿美元，跻身全球最有价值私人公司行列。 Tether的高估值主要源于其稳定币业务的盈利能力。 作为USDT的发行方，Tether通过将用户资金投资于美国国债等资产获得收益，同时保持稳定币与美元 的1:1锚定。 USDT在全球加密货币交易中占据主导地位，为交易所、机构投资者和个人用户提供流动性。随着加密 货币市场规模不断扩大，对稳定币的需求持续增长，为Tether创造了稳定的收入来源。 融资规模创行业纪录 融资规模将创下加密货币行业新纪录。 按照200亿美元的融资上限计算，Tether的估值将达到约 ...

CFTC. Photo by BeInCrypto CFTC Chair Caroline Pham announced a plan to allow stablecoins as collateral for US derivatives markets. This would significantly lower retail traders' barrier to entry for riskier TradFi bets. So far, the plan is non-binding, but it enjoys support from crypto firms like Coinbase, Circle, Ripple, and more. The public has until October 20 to submit feedback for this high-risk, high-reward experiment. Stablecoins in Derivatives Trading The CFTC has been taking bold pro-crypto re ...

加密货币市场整体表现 - 加密货币总市值达3.9万亿美元 在过去24小时内小幅下跌0.6% [1] - 市场经历年内最大规模清算事件 超过17亿美元杠杆多头头寸被强制平仓 [1] - 比特币价格下跌0.80%至111,837美元 测试111,571美元关键支撑位 [4] 传统金融市场表现 - 标准普尔500指数再创历史新高 显示股市风险偏好依然强劲 [2] - 黄金价格创下每盎司3,790美元的历史新高 投资者对冲中东地缘政治紧张局势 [2] 主要加密货币表现分化 - BNB成为前十大加密货币中表现最佳 过去一周上涨6% 过去30天大幅上涨17% [3] - 比特币市场呈现方向不明态势 平均趋向指数（ADX）为18点 表明此前牛市趋势已减弱 [5] - 比特币相对强弱指数（RSI）为42 处于略微看跌区域但未超卖 市场缺乏明确方向 [7] 比特币技术指标分析 - 平均趋向指数（ADX）低于20点 通常意味着市场无方向 正在盘整为下一次大动作做准备 [6] - 相对强弱指数（RSI）处于42的中间地带 不足以引发抄底 但足够高以引发获利了结 [7]

The U.S. Commodity Futures Trading Commission is starting an initiative to allow stablecoins as tokenized collateral to satisfy margin needs in the vast derivatives market, inviting input from the industry on how to bring such a policy online. In the latest move toward crypto inclusion in the U.S. financial sector, the acting chief of the CFTC, Caroline Pham, continues to advance policy in the absence of President Donald Trump's current nominee to be the chairman, former Commissioner Brian Quintenz. As th ...

As gold reached a new all-time high on Sept. 23, Binance founder and crypto billionaire Changpeng "CZ" Zhao mocked it, claiming its utility is limited by physical constraints. "Gold is great if you can carry it everywhere, through airports, for example, you have all the right sizes to pay people with, you can verify its pureness when receiving it, and they don't dig more of it out of the ground…" CZ wrote on X. Binance Co-Founder Changpeng Zhao, or CZ, delivers a speech at the opening event of Europe's ...

BubbleMaps has announced a huge 3% of BMT crypto supply will be ring-fenced to reward scam hunters, constituting about 30M tokens as a rewards pool. Bubblemaps rolls out “Intel Desk,” a simple hub where on-chain sleuths can report scams and get paid in BMT. The goal is straightforward: spot bad actors faster by letting the community dig. In the first year, the firm plans to hand out about 30M BMT, roughly 3% of the supply, through seasonal airdrops. At today’s prices, that pool is close to $2M. Intel D ...

FTX repayments. Photo by BeInCrypto FTX Trust filed a lawsuit against Genesis Digital, a former partner of the shuttered exchange. The Trust aims to claw back some $1.15 billion in lost funds, claiming that the transfers were fraudulent. This isn't the first lawsuit of this nature, as the Trust attempted to press similar charges against Binance last month. It's unclear if this legal move will yield significant results. FTX Trust Sues Genesis The FTX collapse of late 2022 has left a lingering influence ...