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1月4日关键市场信息差,一定要看!|Alpha早报

Jan 4, 09:28
1月4日关键市场信息差,一定要看!|Alpha早报

精选要闻


1.Tom Lee 发文支持 BitMine 增加授权股本,BMNR 收涨 14.88%

2.PinkPump 平台代币 HS 将于 1 月 4 日 20:30 上线交易

3.2025 年加密钓鱼损失同比下降 83%,但「钱包清空器」生态仍活跃

4.美官员证实特朗普下令打击委内瑞拉境内目标,加密市场应声回调

5.金银价格回落后比特币站上 9 万美元,美股加密股及山寨币普涨


文章&Threads


1.《特朗普拥抱加密货币的这一年

从「加密总统」的政治背书,到 DAT 金库公司、代币化股票与高杠杆交易的快速扩散,加密行业正在以前所未有的速度向传统金融与公共政策边界推进。新产品、新结构和新资本路径不断涌现,一方面被描绘为提升效率与重塑金融基础设施的技术突破,另一方面也在借贷、治理与风险传导层面累积隐忧。


2.《读懂美股上链:为何币圈人转投美股,华尔街却反向上链?

过去一年,一个耐人寻味的现象反复出现:美股和贵金属在生产力红利与 AI 叙事的推动下屡创新高,加密市场却陷入了周期性的流动性干涸。不少投资者感叹「币圈的尽头是美股」,甚至选择彻底离场。但如果我告诉你,这两种看似对立的财富路径,正在通过代币化发生历史性的合流,你还会选择离开吗?


市场数据


每日市场整体资金热度(根据资金费率反映)与代币解锁


数据来源:Coinglass、TokenUnlocks


Funding Rate



代币解锁




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