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1月29日关键市场信息差,一定要看!|Alpha早报

Jan 29, 09:29
1月29日关键市场信息差,一定要看!|Alpha早报

精选要闻


1、五大机构前瞻美联储 2026 年降息步伐

2、受 OpenAI 潜在合作消息影响,WLD 一度涨超 40%

3、JTO 突破 0.5 美元,24 小时涨幅扩大至 51.2%

4、利率决议公布后,加密市场短线暂无较大波动,金银普涨

5、CLAWD 市值突破 4000 万美元,BNKR 市值突破 5700 万美元


文章&Threads


1.《你可以把一切变成 Meme,但要珍惜这座大教堂

整个加密行业都在经历的一场大崩溃。赌场的繁荣,不仅没有回馈给大教堂,反而正在主动摧毁那些试图建设大教堂的人。从 2009 年中本聪挖出比特币的创世区块,到 2026 年,这十七年,加密行业究竟发生了什么?那座由代码和理想构建的大教堂,是如何一步步被改造成了充斥着骰子声和哀嚎的赌场的?


2.《51.5 亿美元,一场双赢的「贱卖」

2026 年 1 月 22 日,Capital One 宣布以 51.5 亿美元收购 Brex。这是一笔让人意外的交易,硅谷最年轻的独角兽,被华尔街最老的银行家收购了。这两家公司,一个代表硅谷的速度和创新,一个代表华尔街的资本和耐心。不过,在一串数据背后有一个悖论:Brex 还在以 40-50% 的速度增长,ARR 达到 5 亿美元,客户超过 2.5 万家。这样的公司为什么会选择出售,而且是以低于巅峰估值 58% 的价格?


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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