比特幣在近期高點附近盤整，BTC 主導率持平於 59.61%，而山寨幣指數下滑至 26，顯示資金輪動至小型股的情況仍然低迷。
穩定幣流動性持續增長。在10月21日，流入總額達到3.8252億美元，其中8,175萬美元流入 USDT，3.095億美元流入 USDC，使得總供應量達到 2,646.9億美元，市場流動性再次小幅上升。
ETF 數據保持混合狀態。在10月20日，排除貝萊德的數據，BTC ETF 增加了 6,030萬美元，而ETH ETF 出現了 2,780萬美元的流出。
宏觀與政策
市場因美國股市的強勁復甦而受到提振，道瓊斯上漲 1.12%，納斯達克上漲 1.37%，S&P 500 上漲 1.07%。國債走強，10年期收益率下降 0.72% 至 3.98%，而DXY 下跌 0.05% 至 98.54。黃金飆升2.68% 至 4,351.27美元，延續其創紀錄的漲勢。
關稅重回談判桌
特朗普重新點燃貿易緊張局勢，威脅如果在11月1日前未達成新貿易協議，將對中國進口商品徵收155%的關稅。他還提出限制美國對中國的飛機出口，並警告稀土供應可能被武器化。儘管言辭強硬，特朗普表示樂觀，認為仍有可能達成“強有力的協議”。
政府關門展望
Polymarket 數據顯示美國政府關門的情緒有所改善。在白宮國家經濟委員會主任 Kevin Hassett的言論後，預測10月23日至26日之間解決的交易者比例激增，只有36%的人仍押注於長期僵局。
機構和市場推動者
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CZ在 X 上宣稱：“比特幣最終將取代黃金。我不知道何時——但這將發生。”
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Evernorth，一家專注於 XRP 的財務公司，管理著超過10億美元，宣布計劃合併並在納斯達克上市，這標誌著機構採用代幣化資產負債表的又一步。
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Solana 公司 (HSDT)，一家主要的數字資產財務公司，表示將允許其 5億美元融資輪中的 PIPE 投資者提前出售股份。這一決定是在其股票下跌60%後做出的，目前股價已跌破 PIPE 定價水平。
通過 PIPE 結構籌集資金以收購加密資產的數字資產財務 (DAT) 公司現在面臨越來越大的壓力，因為股票解鎖和價格下跌引發了被迫出售。
行業亮點
一個與巨鯨相關的實體在鏈上積極行動，將6.1億美元 USDC 存入三個錢包到 Aave，借入66,000 ETH（約2.65億美元），並將資金轉移到幣安。分析師表示這可能是一個對沖結構，而不是清算風險。
其他方面：
-
Solana 基金會主席出席了北京大學五道口金融論壇，討論機構託管和權益證明治理。
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Wintermute 創始人 Evgeny Gaevoy發布了“10/11 恐慌之夜”的完整事後分析，詳細說明了連鎖清算的教訓，並呼籲提高跨交易所抵押品效率。
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一波新的“銘文風格”代幣正在中國加密社區中掀起熱潮，項目團隊積極推廣僅限國內的發行。
如何開始交易 Solana
Solana 不僅快，還是閃電般的速度。從迷因發行到嚴肅的 DeFi，SOL 是行動的所在。如果你準備好乘坐高速鐵路，Toobit 讓交易 Solana 變得簡單。現貨、期貨和完整的專業工具包都在你指尖。
Alpha 觀察
Solana 聯合創始人測試 Claude AI 用於去中心化交易
Solana 聯合創始人Anatoly Yakovenko (@aeyakovenko)回應了他正在建立一個名為Percolator的新永續 DEX 的報導。
他澄清這是一個使用 Claude AI 的實驗，用於原型化流動性匹配機制。這個想法是：結合用於 LP 風險管理的記憶板系統和用於頭寸再平衡的自動路由器，本質上是一個用於永續合約的 AI 驅動 AMM。
Yakovenko 表示他“只是測試想法”，但社區將其視為 Solana 下一階段 DeFi 創新的曙光。
同時，Backpack Exchange確認了其10月11日閃崩補償的支付，這是上週內部事件後的結果。
Aster 的網格策略奏效
Aster 報告其中性網格交易模型的成功測試，開倉於BNB 1,100水平。最糟糕時，回撤達到50%，但目前在完全平倉後利潤已上升20%。
主要投資組合輪換
一個在2020年分配中收到100萬 SOL的巨鯨被追蹤到在2024年12月以每個約191美元出售37.5萬 SOL，轉換為7,000萬美元 USDC以購買252萬 HYPE，每個27.70美元。
持有10個月後，該巨鯨從 408,900 HYPE 中獲利 1,568萬美元，並換回81,110 SOL，價格為193美元，淨收益2,670萬美元。
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