金色晨讯 | 4月6日隔夜重要动态一览
2025-04-05 23:37:08
21:00-7:00 金融市场关键动态 | GameStop、Ark Invest、佐治亚州、FTX深度分析
1. GameStop秘密比特币计划"Project Rocket"曝光
GameStop近期披露代号为"Project Rocket"的比特币投资计划，这标志着传统游戏零售商向加密领域的重要战略转型。该计划可能涉及企业资金配置或支付系统整合。
2. 美SEC全面审查拜登政府数字资产政策
美国证券交易委员会(SEC)正在重新评估拜登执政期间发布的数字资产监管指南，此举可能影响加密货币市场的监管框架，引发投资者对政策不确定性的担忧。
3. Ark Invest逆势加仓Coinbase股票1340万美元
Cathie Wood旗下Ark Invest在周五美股暴跌期间大举增持Coinbase(COIN)股票，显示其对加密货币交易所的长期信心。这一操作恰逢机构投资者大规模撤离科技板块。
4. 对冲基金现2008年以来最大单日抛售潮
华尔街对冲基金创下自2010年以来最大单日抛售纪录，规模接近2008年雷曼兄弟危机水平。这一极端风险规避行为可能预示着更深层次的市场调整。
5. Cryptoquant CEO警告：比特币牛市周期终结
Cryptoquant首席执行官Ji Young Ju指出，比特币已结束牛市周期，机构资金流入难以继续推高价格。这一判断基于链上数据显示大额交易活动显著减少。
6. 佐治亚州立法推动区块链教育革命
佐治亚州众议院通过决议要求州教育部将"区块链、加密货币和Web3"纳入课程体系，这将成为美国首个系统性加密教育立法案例。
7. 孙宇晨对比FTX与FDT资金挪用事件
波场创始人孙宇晨指出，虽然FTX和FDT都涉及用户资金挪用，但FDT事件的恶劣程度更甚。这一评论再次引发对中心化交易所资金透明度的讨论。
对投资者的潜在影响：
1. GameStop的加密计划可能为传统企业转型提供新范式
2. SEC政策审查或延长加密市场监管不确定性
3. Ark Invest的反向操作值得价值投资者关注
4. 对冲基金大规模抛售警示系统性风险
5. 比特币周期判断将影响资产配置策略
6. 教育立法可能培育新一代加密原生用户
7. 交易所信任危机凸显去中心化解决方案价值
7x24 Newsflash
08:33 2025-04-13
Opinion: Rising global liquidity could push BTC to $13- $140,000 mid-summerBill Barhydt, founder and CEO of crypto asset manager Abra Global, said that based on macroeconomic analysis and the rise in global liquidity, bitcoin is expected to trade between $130,000 and $140,000 by mid-summer.
Bill Barhydt explained: "Bitcoin is a leveraged bet on tech stocks, and all of this is going in the right direction, and counterfeit products will be leveraged bets on Bitcoin, just like technology stocks in a liquidity-driven bull cycle.
08:30 2025-04-13
Tokenization platform Progmat completes Pre-A round of financingMitsubishi UFG Financial Group (MUFG) has reduced the shareholding ratio of the tokenized platform Progmat from 49% to 42%. It is reported that the reason for the reduction is that Progmat has completed the Pre-A round of financing earlier this week and introduced three new investors, including Nochun Trust and Banking, Aozora Bank and real estate company Kenedix. The specific amount of this round of financing has not been disclosed. It is reported that the completion of the new round of financi...
08:30 2025-04-13
Analyst: 37,000 BTC have been raised from exchanges in the past 24 hours, indicating a strong increase in holdingsAccording to crypto analyst Ali Martinez on the X platform, 37,000 BTC have been raised from exchanges in the past 24 hours, showing a strong signal of overweight.
08:27 2025-04-13
A giant whale bought 4224.5 ETH at an average price of $1,619, holding a total of 14,001 ETHAccording to the on-chain analyst monitoring, in the past 5 hours, a giant whale bought 4224.5 ETH at an average price of 1619 US dollars in the downtrend, worth 6.84 million US dollars. The tokens were then transferred to the address 0x3F6... B4aF9, which currently holds a total of 14001 ETH, with a total value of 22.60 million US dollars.
08:27 2025-04-13
Andrew Kang increases his bitcoin position to $200 million, floating around $6.80 millionAccording to Arkham, Mechanism Capital partner Andrew Kang increased his bitcoin position to $200 million this morning, with a float of about $6.80 million.
07:57 2025-04-13
Trump extends the US national emergencyPresident Donald Trump has extended the US national emergency for another year, according to a document signed by the US president and due to be published on April 14.
07:15 2025-04-13
Data: Solana's liquidity pledge rate has doubled in a year, with Jito topping the list with a 34.6% market shareAccording to the Blockworks data panel, Solana's liquidity pledge rate has doubled in one year.
Jito is well ahead of Binance's bnSOL (18.8%) and Marinade's mSOL (10.3%) with a 34.6% market share.
06:44 2025-04-13
Bloomberg: Trump family crypto project WLFI has yet to launch its promised DeFi serviceThe latest article from Bloomberg in the United States said that public data shows that the Trump family has been involved in non-fungible tokens (NFT), bitcoin "mining", and the release of personal cryptocurrencies. Among them, the World Liberty Financial project has been purchasing cryptocurrencies such as ETH since its establishment, but has not yet launched its promised "decentralized financial" services. Bloomberg statistics say that although the Trump family...
06:26 2025-04-13
CryptoQuant: The BTC whale has not yet left the market, a sharp correction in the ongoing bull market cycleAccording to on-chain data platform CryptoQuant on the X platform, the BTC whale has not yet left the market and is currently behaving similarly to the accumulation seen during the sideways consolidation last August-September.
At the same time, the report cited by CryptoQuant also points out that while Trump's tariff policies are brewing a crisis, they are not out yet (unlike how they behaved before the COVID pandemic collapsed in 2020). What we are seeing may just be a correction - albeit a dra...
06:11 2025-04-13
The US senator has submitted a draft of the Clean Cloud Act, requiring crypto miners to reduce emissionsDemocratic Senators Sheldon Whitehouse and John Fetterman have submitted a draft Clean Cloud Act 2025 to the U.S. Senate, which aims to control carbon emissions from cryptocurrency mining facilities and AI data centers, with the ultimate goal of fining facilities that use non-renewable energy by 2035. The draft would amend the Clean Air Act to require data centers with energy capacity greater than 100 kilowatts to comply with the Department of Energy's National Transmission Requirements...
06:02 2025-04-13
Wayfinder: 90-day overview of several key features to be released next weekOn April 13, according to Wayfinder co-founder Kalos, who posted on the X platform, Wayfinder will release an overview of about 90 days next week, and gradually release including scalability, enhanced security, path creation release, validator release (pilot), partial switch to Crow-32B, more agent types and features (contract agent testing framework, portfolio processing), additional network support, Wayfinder API and other features.
In addition, Kalos also plans to update Parallel, Colony, and...
05:29 2025-04-13
The first criminal trial of former South Korean President Yoon Seok-yeok is scheduled for MondayThe first criminal trial of former South Korean President Yoon Seok-hyuk is scheduled for next week, court officials revealed on Sunday, according to Yonhap News Agency. The Seoul Central District Court is scheduled to begin hearing Yoon Seok-hyuk's rebellion charges at 10 a.m. local time (9 a.m. Beijing time) on Monday. As a defendant, Yoon Seok-hyuk must attend the trial. Prosecutors will file charges against Yoon Seok-hyuk, which is expected to be denied. If convicted of leading the rebellion...
Hot News
Vitalik: "DAO" means "project", "official" means "scam"Backpack Exchange已面向英国用户开放其服务派盾：NIBI同名代币发生Rug Pull，损失约31.39万美元香港金管局推出稳定币发行人沙盒CIAN与Lido合作，在Base上推出wstETH Hyper-Staking VaultGate.io 3月储备金总额突破60亿美元，额外储备金超8亿美元Polyhedra Network已于3月12日16时完成ZK空投快照英FCA：不会反对加密资产相关ETN上市请求BTC流通市值突破1.4万亿美元，续创新高Space Nation将于3月底启动OIK代币空投
Sociality
