作者：NYDIG 全球研究主管 Greg Cipolaro 编译：WEEX 唯客 本文要点： 回顾上周加密市场清算事件期间的市场压力，该事件在短短几小时内抹去了 192 亿美元的财富。 尽管 DeFi 因高效而广受称赞，但不断扩张的 DeFi 应用网络正在日益暴露出它作为行业最大脆弱性的一面。 10·11 闪崩凸显了 CeFi 的优势，这些服务在本次危机中表现稳健。 美东时间上周五上午 11 点左右，特朗普总统宣布计划「大幅提高」对中国商品的关税，引发市场急剧抛售。尽管具体细节直到当天晚些时候才公布，但初 步冲击已足以令标普 500 在盘中一度下跌 3.8%，纳斯达克 100 指数最大跌幅超过 4.7%。 在更广泛的动荡中，比特币及更广义的加密市场大幅下挫，比特币下跌 13%，稳定币围绕 1 美元剧烈波动，不少山寨币跌幅超过 40%。尽管跌势凶猛，但 并非由加密货币自身的基本面因素引发，而是宏观和地缘政治紧张情绪外溢至数字资产，并被杠杆交易活动放大。 合约清算激增，DeFi 是推手 加剧下跌的是杠杆交易的清算，既发生在 Binance 等中心化交易所（CEX），也发生在 Hyperliquid 等去中心化交易 ...

Retail markets are in despair, and analysts are asking why is crypto down after FOMC rates cuts failed to jump start price moves. Crypto’s rally hit a policy reality check this week. A US rate cut, paired with a cautious message from the Federal Reserve, pulled Bitcoin, Ether, and most altcoins lower. On Thursday, October 30, global crypto markets fell after the Fed cut rates by 25 basis points. Chair Jerome Powell warned another cut in December is “not a foregone conclusion.” That comment shifted senti ...

Fidelity Investments has filed a pre-effective amendment for its Solana ETF with the Securities and Exchange Commission, moving the registration toward automatic effectiveness. The filing reveals the fund will stake all its SOL holdings to generate returns exceeding the Fidelity Solana Reference Rate while charging a 0.25% annual fee, fully waived for the first six months after launch. This update pushes Fidelity into a rapidly expanding Solana ETF market, which has already seen three products debut on U ...

A publicly traded company that’s all-in on the Solana ecosystem has just bought another 100,000 SOL this month, adding around $20 million to its crypto treasury. That brings its total holdings to over 2.3 million SOL. Alongside the purchase, the company said it expects to earn more than 7 percent on its staked tokens, which is slightly above what the top ten validators are currently pulling in, sitting around 6.7 percent. Pushing the Staking Yield Past Seven Percent Setting a staking yield above seven pe ...

（来源：吴说） 纳斯达克上市公司 Solana Company（原 Helius Medical Technologies，代码 HSDT）本月新增约 10 万枚 SOL，价值约 2,000 万美元，累计持仓超过 230 万枚。机构对 Solana 的配置持续加速，Grayscale 与 Bitwise 本周先后推出支持质押的 SOL ETF。截至目前，公开公司共持有约 1,600 万枚 SOL，市值约 32 亿美元。(TheBlcok) 来源：市场资讯 ...

在过去24小时内，加密货币市场下跌了1.12%，市场情绪谨慎，等待美联储的政策决定。造成这一波动的主要原因包括： 1.美联储政策担忧——投资者在联邦公开市场委员会会议前减少投资。 2.Solana ETF 盈利确认——尽管有 6950 万美元流入 Bitwise 的 SOL ETF，但 SOL 价格下跌了 3%。 3.杠杆减少——衍生品未平仓头寸环比减少17.5%，表明投机活动减少。 爆仓警报： 24小时全网共有140,317人被被爆仓，总额5.23亿美元，其中多头惨遭血洗（$3.65亿），空头也难幸免（$1.58亿）。 主流币表现： 1.比特币（BTC）：价格约113135，24小时跌0.51% 今天先盯紧113600这个关键位，它可是 "支阻互换" 的神奇节点！要是能稳稳突破 113600，相当于打开上行通道，接下来能看 114500、115600 两个压力关 卡； 要是冲不过，就看下方 111700-111400 的支撑区间能不能扛住。另外今晚美联储降息，万一出现 "插针" 行情，别慌！这可是布局空单的好机会，记得提 前设好止盈止损，稳扎稳打。 2.以太坊（ETH）：价格约4034，24小时跌1.06% ...

Market Overview Confidence is flowing back into the market as the Crypto Fear and Greed Index has climbed from “Fear” to “Neutral” since the historic October crash. Source: CoinMarketCap Bitcoin edged up 6% in a week to $114,000, with the rising odds of a Fed rate cut tomorrow and a potential trade deal between the U.S. and China acting as the main catalysts for the recovery. Major altcoins bounced as well, with Solana and its ecosystem tokens notching sizable gains. The sector’s market cap swelled 8% ...

SAN FRANCISCO--(BUSINESS WIRE)--Bitwise Asset Management, the global crypto asset manager with over $15 billion in client assets, today announced the landmark launch of the first U.S. ETP with 100% direct exposure to SOL, the Bitwise Solana Staking ETF (NYSE: BSOL). BSOL joins Bitwise's comprehensive suite of more than 30 crypto investment products across the U.S., the United Kingdom, and Europe. "Investors like growth potential, and investors like staking rewards,†said Bitwise CEO Hunter Hors. ...

Notably, there was a clear renewed interest in ETH, fueled by strong net inflows into US Spot ETH exchange-traded funds (ETFs) and institutional buy pressure from treasury companies such as Tom Lee’s Bitmine Immersion and Joe Lubin’s SharpLink .At the same time, ETH led the list with a 66.6% rise, outperforming major altcoins and even hitting a new all-time high of nearly $5,000.Altcoins strongly outperformed in Q3 this year, CoinGecko highlighted. BTC was “the notable laggard” in the top 5 coins category, ...

Solana staking etf. Photo by BeInCrypto Solana’s price continues to face resistance around the $200 mark, a level that has proven difficult to break. After multiple attempts at recovery, the altcoin remains constrained just below this threshold.  Despite broader market optimism, Solana’s inability to secure $200 as support has kept investors cautious and profit-taking active. Solana Profits Remain Volatile Recent data shows that Solana’s supply in profit has been highly volatile. Within just 48 hours, t ...