Solana 抛售：SOL 价格下跌，接近 1 万亿美元里程碑

一项调查显示，去年自动交易占据了稳定币交易量的 70%，由于机器人驱动的活动，Base 的交易量超过了以太坊。 加密货币交易所 CEX.IO 的一项新调查引用了 Allium 的数据，该调查基于对以太坊、Base 和 Solana 的区块链活动的分析显示，自动交易机器人在 2024 年处理了 70% 的稳定币交易量。 根据交易所的数据，2024 年稳定币总交易量中平均有 77% 属于未调整类别，主要由机器人交易推动。 稳定币交易量 | 来源：Allium 与 2023 年相比，机器人活动增长了四倍，在未调整类别中的份额从 80% 增加到 90%。该交易所表示，这个精简数字意味着“2024 年 70% 的稳定币交易量与机器人转账有关。” “USDC 在未经调整的类别中占据主导地位，占交易量的 65% 以上。这强调了一个事实，即 USDC 的大部分交易活动都是由机器人驱动的。” CEX.IO 调查报告显示，Coinbase 的第 2 层网络 Base 受到的影响最大，因为机器人在原始数据上将其推到了以太坊之前。 “截至 2024 年 12 月，在 Solana 和 Base 等以 USDC 供应为主的网络中，未经调整的交易占稳定币活动的 98% 以上。由于机器人活动，Base 甚至在 2024 年第四季度的稳定币总交易量上超过了以太坊。” CEX.IO 你可能还喜欢：商务部长卢特尼克：美元稳定币应接受审计 研究还发现，如果没有机器人活动，稳定币交易格局将“完全不同”。CEX.IO 表示，调整后的稳定币转移量在 2024 年翻了一番，尽管“仍然落后于机器人驱动活动的增长”。

比特币 ETF 连续第二个月出现净流出，由于散户兴趣仍然疲弱，流入放缓。 比特币 ETF 在 1 月份表现强劲之后，已经失去动力，由于散户兴趣持续疲软且投资者热情消退，资金流出连续第二个月出现。 📊今日 #Matrixport 日线图 - 2025 年 4 月 1 日 🔽随着零售兴趣停滞和黄金表现优异，比特币 ETF 势头减弱💰#cryptocurrency #BTCETF #Matrixport #BTC #Crypto #market #trading $BTC #MarketTrends #Gold pic.twitter.com/UruBVdZBkX— Matrixport Official (@Matrixport_EN) 2025 年 4 月 1 日 区块链公司 Matrixport 的分析师在最近一篇关于 X 的研究文章中指出，虽然今年迄今为止的总流入量为 10.5 亿美元，但这主要是由于 1 月份的强劲表现，当时资金激增了 53 亿美元。此后，流入量有所放缓，3 月份出现净流出。 “比特币 ETF 仍然严重依赖有利的融资利率和套利机会。短期内，比特币 ETF 资金流入似乎不太可能出现显著回升。” 矩阵端口 分析师表示，与之前的周期相比，散户投资者在加密货币市场上的活跃程度并不高，这可能会限制对比特币 ETF 的需求，并补充说，由于散户对加密货币的投机活动仍然低迷，资金流入“并未显示出强劲势头”。 此外，比特币 ETF 落后于其他投资选择，近期表现落后于黄金等代理资产，而黄金的价格不断创下历史新高。 正如 QCP Capital 分析师在 Telegram 帖子中指出的那样，市场现在关注的是唐纳德·特朗普总统即将于 4 月 2 日宣布的“解放日”公告，预计他将公布新的互惠关税。分析师指出，由于消费者信心处于 12 年来的最低水平，股市已经承受着每周 4-5% 的下跌压力，激进的贸易政策可能会加深人们对衰退的担忧，并进一步拖累包括比特币 (BTC) 在内的风险资产。 阅读更多：Matrixport：尽管全球流动性改善，但 Memecoin 市场仍处于低迷状态

美国司法部正在解散国家加密货币执法部门，理由是该部门在上一届政府起诉加密货币公司时采取了“鲁莽策略”。 According to a recent report by Fortune, a four-page memo issued by U.S. Deputy Attorney General Todd Blanche revealed the decision to disband the crypto-related investigation unit “effective immediately.” The decision is part of the Trump administration’s efforts to loosen oversight on the crypto industry. ““The Department of Justice is not a digital assets regulator. However, the prior Administration used the Justice Department to pursue a reckless strategy of regulation by prosecution,” stated Blanche in the memo. Following the announcement, Blanche also urged DOJ staff members to spend less time pursuing cases against crypto exchanges, mixers and “offline wallets.” Instead, they are directed to focus on prosecuting “individuals who victimize digital asset investors.” The National Cryptocurrency Enforcement Unit was established under Joe Biden’s presidency as a joint task force that consisted of prosecutors from the Justice Department’s money laundering, cybercrime units, as well as other district offices. 你可能还喜欢：美国查获与俄罗斯洗钱计划有关的加密域名 国家加密货币执法部门工作组监督了该国一些最大的加密货币案件。其中一个是针对加密货币混合服务 Tornado Cash 的案件，该公司因洗钱指控而被起诉。 Tornado Cash 联合创始人 Roman Storm 于 1 月 26 日表示，他因经营无牌汇款业务、密谋洗钱和逃避制裁而面临最高 45 年的监禁。许多加密货币行业人士支持 Tornado Cash，认为这是一个将软件开发者定罪的案件。 最近一次是在3月21日，美国财政部解除了对Tornado Cash的制裁，允许美国人再次使用它。 The NCET also prosecuted Avraham Eisenberg, a hacker who exploited a crypto trading protocol Mango Markets for more than $114 million. Last January, the platform officially announced it was completely shutting down operations, giving users a deadline to close positions before they can no longer access the site. In addition, the joint investigation unit had also led investigations that scrutinized North Korean actors who helped launder funds stolen from crypto hacks. You might also like:Lazarus Group allegedly makes a profit of $2.51m from selling WBTC

U.S. Vice President J.D. Vance emphasized Bitcoin’s strategic role in U.S. policy and warned the crypto community to stay politically engaged or risk being ignored. Speaking at the Bitcoin 2025 conference in Las Vegas, Vice President J.D. Vance urged the crypto community to continue its political momentum from 2024, warning that transformational technologies like Bitcoin (BTC) won’t be immune from policy decisions. “Unless you guys get involved in politics, politics is going to ignore this industry,” Vance said. “What happens in the world of bureaucracy will affect even the most valuable technologies.” He credited the community’s growing activism with influencing national direction and encouraged attendees to “carry it forward to 2026 and beyond.” Bitcoin Reserve signals deeper investment in crypto Vance also spotlighted the strategic role Bitcoin could play in national policy, citing the launch of a government-backed Bitcoin Reserve under President Donald Trump. “Bitcoin is owned by about 50 million Americans,” he said. “We want to start to put in motion the strategic importance of Bitcoin for the United States government.” Pointing to China’s anti-Bitcoin stance, Vance argued the U.S. should take the opposite approach, stating: “If the Communist Republic of China is leaning away from Bitcoin, then maybe the United States ought to be leaning into Bitcoin.”

Bitcoin slipped under key support at $108,000, gathering liquidity below the $107,000 level on Thursday. The largest cryptocurrency’s holders appear unimpressed by promises from regulators and bullish commentary from U.S. Vice President JD Vance and Senator Cynthia Lummis. BTC could sweep liquidity under the $100,000 milestone this week or over the weekend, analysts warn. Table of ContentsBitcoin bulls are slowing down, what’s next Bitcoin price forecastCapital rotation is real though altcoin season is delayed Expert commentary Bitcoin bulls are slowing down, what’s next  Bitcoin’s (BTC) maximalists and permabulls are showing signs of slowing down, with Strategy’s purchases declining in volume. Between May 19 and May 25, Strategy acquired 4,020 BTC at $40.61 billion, using proceeds from “Common ATM, STRK ATM and STRF ATM,” according to the firm’s May 26 filing.  Barron’s reported a correlation between Strategy’s Bitcoin purchases and BTC price. While some analysts argue the company’s large acquisitions have positively influenced BTC, TD Cowen examined six months of price action and trading volume and concluded that “MicroStrategy’s purchases represented only a fraction of total Bitcoin trading volume, with a median average weekly result of 3.3%.” The correlation is insignificant, therefore Bitcoin’s price trend is unaffected by Strategy’s purchases.  News of Wall Street giants and firms adding Bitcoin to their treasuries may have lifted sentiment among traders. However, there is no clear evidence of meaningful impact, and this week, traders remain largely unmoved by both promises and purchases. Institutional capital flow into U.S.-based spot Bitcoin ETFs is also declining, while large whales and long-term BTC holders are realizing profits on their positions. Bitcoin Spot ETF Flows | Source: Farside Investors Since April 1, three key segments of Bitcoin holders have shown similar behavior. Addresses holding 10–100 BTC, 1,000–10,000 BTC, and 100,000–1 million BTC have all reduced their holdings, likely cashing out gains from the April to May rally. Santiment data shows a steep decline in holdings of the three cohorts.  Bitcoin holder cohorts and declining holdings | Source: Santiment  If this profit-taking continues, it could increase selling pressure across exchanges and push BTC lower in the long term. You might also like:BTC, XRP, DOGE owners create financial freedom through RichMiner cloud mining Bitcoin price forecast Bitcoin is currently trading under the $108,000 support level, at $106,286 at the time of writing. On the daily timeframe, technical indicators support a bearish outlook. The RSI is trending downward at 56, while the MACD is printing red histogram bars below the neutral line, both signs of weakening momentum. BTC could collect liquidity at support levels S1 and S2, marking the upper and lower boundaries of the FVG on the daily chart, located at $102,315 and $97,732, respectively. A retest of the $100,000 psychological milestone remains a likely scenario. Bitcoin is currently less than 4% away from its S1 support. Once the FVG is filled, a recovery may begin, as this zone is marked as a bullish FVG on the BTC/USDT daily chart. BTC/USDT price chart | Source: Crypto.news  Alternatively, a daily close above $108,000 could invalidate the bearish structure and open the door for a retest of the all-time high at $111,980. You might also like:Bitcoin price pulls back as analysts tout $1m–$2.4m potential Capital rotation is real though altcoin season is delayed  The team of analysts at Bitunix told Crypto.news in an exclusive interview that capital rotation favors altcoins in certain segments this cycle, rather than a full-blow alt season as observed during 2018 and 2020 bull runs.  As Bitcoin’s market dominance weakens, analysts suggest BTC may have peaked. Despite institutional inflows, several altcoin sectors have shown relatively stronger performance. Bitunix analysts said: “We’ve observed accelerating volume and capital inflows into narrative-driven tokens in sectors like AI (e.g., FET, RNDR), real-world assets (e.g., ONDO, LINK), and Layer 2 (e.g., ARB, OP).  If BTC faces resistance in the 110k–115k range and ETH breaks through the critical $2800–$3000 level, we could see a segmented capital rotation favoring high-narrative, high-liquidity altcoins, rather than a traditional full-blown altcoin season.” Altcoin season, typically defined as a period when 75% of the top 50 altcoins outperform Bitcoin, appears either delayed or segmented this cycle. Experts support a theory of focused rotation into specific narratives instead of broad altcoin outperformance. Expert commentary Ruslan Lienkha, Chief of Markets at YouHodler, told Crypto.news in a written note that recent activity suggests a correction rather than a full reversal. Lienkha noted that Bitcoin has spent most of 2025 trading between $90,000 and $110,000, a key consolidation zone saturated with market orders. This suggests strong interest and potential support. He believes another leg up is likely, with BTC potentially rallying to a new all-time high after more range-bound trading. James Toledano, Chief Operating Officer at Unity Wallet said, “Bitcoin’s rally to a new all-time high of almost $112,000 has already priced in bullish catalysts like institutional inflows and geopolitical uncertainty. As liquidity tightens ahead of key economic data, traders are likely adopting a wait-and-see approach. I see it as a stabilization and not a stall, reflecting a classic consolidation phase after strong gains earlier in the month. With open interest still high and funding rates relatively neutral, this sideways movement suggests a temporary breather rather than a trend reversal.” Toledano is in agreement with Lienkha on a temporary breather and a return to the all-time high as Bitcoin consolidates in a key support zone.  Bitunix analysts also commented on macroeconomic factors influencing Bitcoin price. They noted that the latest Federal Reserve minutes signal a “dove in hawk” stance, with the policy direction still unclear. The analysts Analysts stated in a seperate note:  “BTC as a high volatility asset is the first to bear the brunt of uncertainty, technically we need to pay attention to the support zone of $107,700-$106,500, if it breaks down, it may be down to $105,000, and the upper pressure of $110,800-$112,000, we recommend to wait and see before a breakthrough.” Disclosure: This article does not represent investment advice. 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