Crypto’s next rally will have to fight its way through a wall of macro uncertainty. | Credit: Getty Images. Key Takeaways The cryptocurrency market experienced a sell-off following the Fed and BoJ rate cuts, driven by a hawkish projection. The Fed lowered its projection of rate cuts from four to two, leading to a sell-off in the crypto market. With November approaching, the crypto rally has become stagnant post mid-October flash crash. After weeks of anticipation, the crypto market’s long-awaited ...

公司财务业绩 - 第三季度净利润飙升至28亿美元，稀释后每股收益为8.42美元，超过分析师预期的8.15美元 [1] - 第三季度总营收为1.287亿美元，同比增长10.9%，超出该季度1.1843亿美元的预期 [2] - 公司预测2025财年全年运营收入为340亿美元，净利润为240亿美元，或每股80美元 [2] 比特币持仓与收益 - 截至2025年10月26日，公司持有640,808枚比特币，总成本为474.4亿美元，平均购入价格为每枚74,032美元 [1][4] - 基于约110,600美元的比特币市价，其比特币持仓市值达到709亿美元 [3][4] - 年初至今比特币收益率达到26%，实现比特币美元收益129亿美元，接近其全年30%收益率和200亿美元收益的目标 [1][3][5] 战略与展望 - 公司重申其2025年比特币关键绩效指标目标，即在比特币年终价格达到150,000美元的假设下，实现30%的比特币收益率和200亿美元的比特币美元收益 [5] - 公司计划通过优先股发行、受市场净资产价值门槛指导的普通股审慎发行以及持续扩大比特币持仓来达成目标 [6] - 公司强调致力于提高其比特币持仓和资本市场活动对财务业绩综合影响的透明度 [7]

市场整体表现 - 加密货币总市值在过去24小时内下跌1.83%，损失约700亿美元，延续了10月份4.65%的月度跌幅 [1] - 24小时总交易量为3857.8亿美元，加密货币总市值为3.76万亿美元 [12] - 市场情绪指标恐惧与贪婪指数为34/100，处于“恐惧”区间，虽高于上周的28，但低于昨日的39，反映出市场谨慎情绪依然存在 [12] 主要加密货币价格动态 - 比特币当前价格为$111,291.89，24小时下跌1.84%，近7天上涨1.67%，市值为2.22万亿美元，24小时成交量达703亿美元 [4] - 以太坊当前价格为$3,933.72，24小时下跌1.82%，近7日上涨7.54%，总市值为4750.8亿美元 [6] - 币安币当前价格为$1,116.88，24小时微跌0.12%，近7日上涨1.17%，总市值为1537.4亿美元 [9] - 瑞波币是少数上涨的主流币，当前价格为$2.5849，24小时上涨0.10%，近7日上涨8.86% [11] 市场驱动因素分析 - 市场下跌反映了宏观经济信号喜忧参半以及市场杠杆过高后，避险情绪的转变 [1] - 具体因素包括：美联储降息25个基点但警告通胀持续，12月政策不明朗；美中贸易协议持久性引发疑虑；杠杆平仓总额达6.57亿美元，其中77%为多头头寸，加剧了抛售 [7] - 过去24小时内，全球爆仓总金额为8.22亿美元，其中多单爆仓6.52亿美元，空单爆仓1.70亿美元 [3] 资金流向与市场结构 - 比特币市值占比上升至59%，24小时内上涨0.6个百分点 [15] - 山寨币季指数跌至31/100，为2025年4月以来最低水平，反映出山寨币动能在过去30天内下降了48% [15] - 资金流向显示投资者在当前环境下更关注比特币的流动性和监管透明度，而非山寨币的投机行为 [16] 个别代币显著表现 - 涨幅最大代币包括：Zcash上涨12.48%，Aerodrome Finance上涨7.98%，Hedera上涨6.37% [17] - 跌幅最大代币包括：Plasma下跌13.15%，Ethena下跌6.61%，DoubleZero下跌5.87% [17] - 其他主流币种中，Chainlink表现较好，24小时上涨2.39%；Toncoin表现较差，24小时下跌2.80% [17][19] 技术面与关键位 - 比特币正在测试其7日均线（3.79万亿美元），而其他加密货币则处于超卖状态 [1] - 市场关注比特币能否重回11.25万美元关口以及ETF资金流向是否逆转 [1]

As widely anticipated, the U.S. Federal Reserve cut its benchmark interest rate range by 25 basis points to 3.75% to 4.0%. Also as generally expected, the Fed moved to conclude the reduction of the securities held on its balance sheet on December 1, i.e., the so-called "quantitative tightening" process. "Job gains have slowed this year, and the unemployment rate has edged up but remained low through August," read the bank's policy statement. "Inflation has moved up since earlier in the year and remains so ...

The crypto market consolidated on Tuesday following strong gains on Monday, with bitcoin (BTC) trading at $114,500 while ether (ETH) slipped back to $4,120. The market is anticipating Wednesday's Federal Reserve interest-rate decision while piggybacking off the optimism of an "imminent" U.S. trade deal with China, an event that caused upside across equities. The altcoin market remains volatile; with several tokens giving back much of Monday's gains while the likes of HBAR and TAO posted double-digit move ...

The crypto market is down today, with the cryptocurrency market capitalization decreasing by 1.1%, now standing at $3.95 trillion. Nearly 90 of the top 100 coins have dropped over the past 24 hours. At the same time, the total crypto trading volume is at $156 billion. TLDR: The crypto market capitalization is down by 1.1% on Tuesday morning (UTC); 88 of the top 100 coins and 9 of the top 10 coins fell today; BTC is down by 1.2% to $114,289, and ETH fell by 2.1% to $4,120; ’Markets remain cautious, but sev ...

Metaplanet (3350), Asia's largest publicly listed bitcoin (BTC) holder, said it plans to repurchase as many as 150 million common shares to improve capital efficiency and maximize its BTC Yield (the rate of BTC increase per share) when the company’s market valuation falls below 1.0x of its net asset value. The Tokyo-based company, which holds 30,823 BTC valued at approximately $3.5 billion, said Tuesday it established a credit facility of up $500 million secured by bitcoin to fund the share purchases, buy ...

交易的根本是生存，其次才是收益，所以每次操作之前先想清楚自己的操作是否合理，本金是否安全，要形成一套属于自己的交易思路，不断优化完善，币 圈院士的建议虽然不能让你一夜暴富，但是能做到一直有你，只有在币圈长期生存下去并且坚持到最后的人，才能得到自己想要的结果，希望你能听懂， 日K线发稿前最高116380，最低114300，日线来到了分割线0.786一线115130，MACD连续放量增筹，DIF和DEA形成金叉，布林带中规失守以后K线连续向 上冲击，上轨阻力关注120800，大级别拉伸短多趋势成型，避无可避主力大概离再次冲击12万，喜欢南下的币友可以耐心等12万破了以后找位置南下， 下一波冲高以后在考虑 短线思路参考：行情没有百分百所以一定要带好止损安全第一小损大赚才是目标，尤其是破了关键压力和支撑该止损还是要止损别抗单 北上试仓点114000到113500，防守113000，止损500点，目标看1,14500到115000，破位看115500到116000 别忘了，最黑暗的时刻往往是黎明前的时刻。在追逐梦想的路上，你永远不是孤单一人，你还有我 我是币圈院士一个一直在保护韭菜的战士，祝愿我的粉丝们在2025年实现 ...

A mysterious crypto trader has opened long positions worth millions of dollars ahead of the Federal Reserve's meeting tomorrow. The members of the central bank will gather for the Federal Open Market Committee (FOMC) meeting beginning tomorrow, and thereafter announce if they need to slash interest rates this time. Related: Mysterious trader moves millions ahead of Trump's 3PM announcement The market is counting on the odds of the Fed cutting rates by 25 basis points after it concludes the two-day meetin ...

BitMine Immersion Technologies (BMNR), the Ethereum-centric digital asset treasury firm led by Fundstrat's Thomas Lee, said it bought 77,055 ether (ETH) over the past week, a purchase worth roughly $320 million at Monday’s prices. BitMine's stock was 4.5% higher in the Monday session alongside about a 5% advance in ETH to above $4,100 over the weekend. The acquisition pushes the company’s stack to over 3.31 million ETH, about 2.8% of the total ETH supply. Overall holdings climbed to $14.2 billion in comb ...