清崎：“最大”股市崩盘到来，ETF 是“假的”

U.S. spot Bitcoin ETFs closed out April with money flowing out as Bitcoin slipped below the $95,000 support level, partly because of worries over Trump’s new tariffs and weak U.S. economic data. According to SoSoValue data, the 12 spot Bitcoin ETFs saw $56.23 million in outflows on April 30, breaking an 8-day streak that had brought in nearly $4 billion. Most of the pullback came from Fidelity’s FBTC and ARK & 21Shares’ ARKB, which lost $137.49 million and $130.79 million, respectively. Grayscale’s GBTC and Bitwise’s BITB also lost $31.96 million and $23.02 million. On the flip side, BlackRock’s IBIT, the biggest BTC ETF by net assets, managed to pull in $267.02 million, helping offset some of the overall losses. The other Bitcoin ETFs didn’t see any flows that day. Total trading volume across these funds hit $2.39 billion, with total net inflows since launch standing at $39.14 billion. Investors turned cautious after Bitcoin failed to hold above $95,000 especially following some disappointing U.S. economic numbers. First, the ADP jobs report showed only 62,000 private sector jobs added in April, way below the 108,000 expected and the weakest since July 2024. You might also like:Trump blames Biden as markets weaken on GDP and tariff turmoil Then, the first estimate for Q1 GDP came in at negative 0.3%, missing forecasts of +0.2%. A big reason for the GDP dip was a 41% jump in imports, as businesses rushed to stock up ahead of President Trump’s fresh wave of tariffs. At present, Trump’s tariff plans are causing jitters across markets. His administration has been pushing for new tariffs on Chinese goods and select European products, aiming to boost U.S. manufacturing but also raising the risk of higher costs and supply chain disruptions. Many companies are racing to import goods before these tariffs fully kick in, adding extra pressure to economic data and contributing to the recent jump in imports. These tariff concerns are feeding into broader fears of stagflation, a mix of weak growth and stubborn inflation, making investors unsure about when or how much the Fed might cut rates.  As a result, riskier assets like tech stocks got hit hard on April 30, with the Nasdaq dropping 2% and the S&P 500 sliding 1.5%. Bitcoin (BTC) also fell 2% to $93,438 before recovering some ground today. Read more:$800m Bitcoin lost in trash becomes star of new docuseries

Has Bitcoin price prediction turned a corner, with real on-chain movement toward $175,000 — or are we skipping steps by already entertaining BlackRock’s $700,000 thesis? Table of ContentsBTC nears $98K as bullish momentum reignitesEconomy cools down, BTC heats upBitcoin’s bull case builds2025 Bitcoin price predictions: breakout or blowoff top? BTC nears $98K as bullish momentum reignites After weeks of sideways movement, Bitcoin (BTC) nearly touched $98,000 on May 2, reaching a high of $97,905. As of this writing, BTC is trading around $97,650, slightly below its peak but still holding most of its recent gains. BTC price chart | Source: crypto.news From a historical standpoint, Bitcoin has recovered more than 24% from its February low of $78,200 and more than 30% from the early April dip near $75,000. The rally places Bitcoin at its highest level in over two months and points to a potential reversal of the decline triggered by February’s macroeconomic turbulence.  Much of that weakness had stemmed from policy-related jitters, particularly after President Trump’s trade-centric statements unsettled parts of the market. One key development supporting the rebound is aggressive buying by treasury-focused companies. In the U.S., Strategy added to its Bitcoin reserves on Apr. 28 with a fresh purchase worth $1.4 billion. According to its latest press release, the firm now holds 553,555 BTC, acquired at a total cost of $37.90 billion with an average purchase price of around $68,459 per coin. With Bitcoin now trading near $97,000, Strategy’s holdings are comfortably in profit, translating to a year-to-date unrealized gain of roughly $5.8 billion. Meanwhile in Asia, Japanese firm Metaplanet is quietly building its own treasury strategy, modeled loosely on companies like Strategy. On May 2, the company issued another ¥3.6 billion in bonds, which is roughly $23 million in U.S. dollar terms. This was its 12th bond issuance, and the capital is being used to expand its Bitcoin holdings. Metaplanet has already surpassed the 5,000 BTC mark and has publicly stated that it aims to reach 10,000 BTC by the end of 2025. Amid all this, it is time to examine what is happening with BTC, how experts are interpreting this move, and where Bitcoin price prediction stands now. Economy cools down, BTC heats up The recent economic data paints a picture of deceleration rather than expansion. The ADP jobs report for April showed that only 62,000 private sector jobs were added, missing expectations of 108,000 and falling well below March’s 147,000 print, marking the weakest monthly gain since July 2024 and adding to concerns that the labor market may be cooling. Alongside the employment miss came an unexpected contraction in GDP. The first official estimate for Q1 2025 showed GDP shrinking by 0.3%, against expectations for a modest 0.2% increase. Much of this decline is tied to a sharp rise in imports early in the year, as businesses rushed to front-load inventories ahead of President Trump’s tariff implementation. Basic economics suggests that when imports rise and exports do not increase proportionally, the net effect is negative for GDP, and that is exactly what played out. The imbalance alone shaved off nearly 5% from overall growth, compounding the impact of a decline in government spending, another rare drag not seen since 2022. Meanwhile, inflation appears more persistent than forecast. The Core PCE price index, embedded within the GDP data, rose by 3.5% year-on-year, higher than the 3.1% that was expected, complicating the outlook for interest rate adjustments and potentially extending the Federal Reserve’s cautious stance. In parallel, commodity and crypto markets are showing divergent responses to these macro signals. Gold, which had rallied above $3,500 per ounce by Apr. 21 in response to the new tariffs and broader geopolitical tension, has since retraced by nearly 10%, now trading around $3,200. Bitcoin, in contrast, is gradually building momentum. At the time gold topped out, BTC was still trading around $87,000, and since then, it has gained sustainably, climbing to a two-month high. The shift in capital away from gold and into Bitcoin may not be accidental, as investors often look for alternative stores of value when traditional safe havens start to lose steam, and Bitcoin’s fixed supply and rising institutional demand appear to be supporting that role. Spot Bitcoin ETFs have been a central force in this trend. Since Apr. 21, these products have recorded inflows in eight of the last nine trading days, with cumulative net additions totaling over $4.16 billion. Nearly half of these inflows came in just two days, Apr. 22 and 23, suggesting that demand is not only steady but also surging. However, with rising prices also comes the potential for selling. On-chain data from Glassnode shows that many long-term holders are now sitting on over 350% in unrealized gains. If Bitcoin continues to climb, some of these holders may decide to lock in profits, and additionally, a concentration of coins sits near current spot prices, which may serve as resistance if enough investors choose to exit at break-even points. Bitcoin’s bull case builds Crypto and financial analysts are now aligning that Bitcoin is showing strength, but whether that strength holds depends on how it behaves around specific price zones and how market participants react to growing profit margins. Robert Breedlove, a long-term Bitcoin thinker and founder of the What is Money podcast, pointed to the cost of production as a reliable foundation for identifying cycle lows. I don’t normally speculate on short-term #Bitcoin price action — but some friends of mine have provided some fascinating perspectives that I want to share.🧵 👇Bitcoin is up 25% from its April 9th low and there’s a handful of indicators that show a major bull market around the… pic.twitter.com/IIHGyDGzES— Robert ₿reedlove (@Breedlove22) May 1, 2025 Citing research from Blockware, he explained that the industry-wide average cost to mine Bitcoin has historically aligned with key bottoms. These include moments such as March 2020 and December 2018.  Bitcoin has now moved above that cost level again. When Bitcoin trades well above production cost, miners are more likely to hold rather than sell, which can reduce short-term supply pressure and create a more bullish environment. Meanwhile, PlanB, known for creating the stock-to-flow model, highlighted a different signal. He noted that Bitcoin’s current price has moved above its 2-year and 5-month realized prices. Realized price up2-year realized price up5-month realized price upBitcoin price higher than all realized pricesBull market continues🚀 pic.twitter.com/dGzWWiKdfA— PlanB (@100trillionUSD) May 1, 2025 Realized price represents the average value of all coins based on when they were last moved. When the market trades above those levels, it usually reflects strength. In his words, all realized prices are now below Bitcoin’s current level, which suggests the uptrend remains intact. Historically, this structure has only formed during active bull phases, especially when short-term holders begin to re-enter. Technical analyst Rekt Capital offered a more detailed roadmap. His view is that if Bitcoin follows the same path it did in late 2024, it may first reject around $99,000, hold support at $93,500, break through the $97,000 to $99,000 range, and only then approach the $104,500 zone. #BTCThis idea was first explored in mid-October 2024 and actually ended up playing outIt would be poetry if Bitcoin repeated history and followed through on the same path in this current Range as wellFor history to repeat, BTC would need to:• Reject from $99k• Hold… https://t.co/1kdRzg0wRg pic.twitter.com/5h0GmEgTfq— Rekt Capital (@rektcapital) May 1, 2025 If that holds, the structure could support a run toward new highs. His view is about observing whether Bitcoin holds key support after testing resistance. If any of these levels fail to hold, that would signal a shift back into range-bound behavior rather than breakout territory. Tomas, a markets analyst who studies long-term patterns across risk assets, brought attention to recent price behavior in broader financial markets. 🤔 'Long lower wicks' everywhere – it looks bullish, but is it actually bullish historically?April has been a crazy and historic month in markets.We've had a huge tariff shock, followed by a gradual tariff walk back.So, we've been left with some tasty looking monthly… pic.twitter.com/HyddPd7Dgu— Tomas (@TomasOnMarkets) April 30, 2025 He focused on the S&P 500’s monthly chart, which showed a 14% lower wick in April. A long lower wick means prices dropped during the month but were quickly bought back up. He noted that while such candles often suggest bullish pressure, historical data tells a mixed story. Out of 11 similar wick formations since 1950, only 5 marked the actual low, while the rest were followed by further declines, sometimes by as much as 20%. The implication is that sharp rebounds do not guarantee that the correction is over, and they may simply indicate a short-term reset in sentiment. Taken together, the analysis shows that Bitcoin’s fundamentals are strengthening, but price structure still matters. Key support and resistance levels remain in play. 2025 Bitcoin price predictions: breakout or blowoff top? According to CryptoQuant’s rally tracker, Bitcoin is sitting at the edge of a possible breakout. The current ratio, a combination of NUPL and MVRV metrics, stands at roughly 0.8, a level that has historically marked the start of previous rallies. Bitcoin is warming up: Three scenarios that could shape the next rally“As of today, the on-chain momentum is in the 'start' rally zone (Ratio ≈ 0.8 / 80%). Let's examine three scenarios for the next six months:1. Optimistic (Bull)If the Ratio breaks through 1.0 and holds… pic.twitter.com/SlWx2UGg27— CryptoQuant.com (@cryptoquant_com) May 1, 2025 If that ratio climbs above 1.0 and stays there, the firm expects BTC to move toward the $150,000 to $175,000 range, tracking similar momentum bursts seen in 2017 and 2021. If it stalls between 0.8 and 1.0, Bitcoin may hover within a broader band of $90,000 to $110,000. A drop below 0.75, however, could invite another round of profit-taking from short-term holders, pulling the price back toward $70,000 to $85,000. That’s the less likely case, but not off the table. Meanwhile, the 2025 BTC price predictions are anything but aligned. The lowest among major forecasts comes from 10x Research, which pegs a top near $122,000, driven mainly by technicals and momentum cycles. 2025 Bitcoin price predictions have been rolling in—and they’re staggering.Not from influencers, but from banks, hedge funds, and asset allocators.I take these with a fine grain of salt, but interesting nonetheless.Here’s what they’re projecting—and why: 🧵 pic.twitter.com/yte1LhjZmI— Alec Bakhouche (@Alec_Bitcoin) May 1, 2025 At the other end is BlackRock’s scenario: $700,000, a figure that hinges on a hypothetical where just 2% to 5% of global institutional portfolios allocate to Bitcoin. Between those poles are a cluster of targets that fall in the $180,000 to $285,000 range. Standard Chartered expects $200,000, citing macro hedging behavior and growing institutional flows. H.C. Wainwright places its bet at $225,000, focused on the post-halving supply crunch combined with a clearer regulatory environment. Quant-driven outlooks, like the one from 21st Capital, offer a broader band of $135,000 to $285,000 based on modeled volatility and historical cycle markers. Tom Lee of Fundstrat and Anthony Pompliano both expect Bitcoin to reach $250,000, but for different reasons. Lee ties his forecast to liquidity expansion, while Pompliano sees it as a response to a structural demand shock as capital looks for stores of value outside traditional systems. What stands out is that no forecast assumes a return to the previous cycle structure. Bitcoin is now shaped by factors that did not exist in past cycles, including ETF inflows, treasury strategies from listed firms, and a changing macro backdrop. As things stand, a sustained move above $100,000 will likely require fresh capital and continued buying from new entrants. At the same time, long-term holders are sitting on large unrealized profits. If the price climbs too quickly, selling pressure could increase. The next few months may determine whether Bitcoin builds a solid base for higher valuations or faces resistance from within. As always, trade wisely and never invest more than you can afford to lose.

Bybit 遭遇了加密货币史上最大的黑客攻击之一，一夜之间损失了 14 亿美元。但它非但没有崩溃，反而全力反击。此后发生了什么？让我们来分析一下。 目录Bybit 正在一点一点恢复实力黑客攻击如何演变成流动性危机以太坊回滚争论和正在进行的事态发展Bybit 冷钱包是如何被攻破的行业领袖发表看法 Bybit 正在一点一点恢复实力 Bybit 在遭受了历史上最大规模的加密货币交易所黑客攻击之一后，完成了许多人担心可能需要数月甚至更长时间才能完成的任务。 2 月 21 日发生的价值 14 亿美元的泄密事件中，黑客窃取了 Bybit 的一个冷钱包，这种存储方式通常被认为是最安全的，因为它不受互联网影响。 然而，攻击者利用交易所用户界面和智能合约逻辑中的漏洞，将以太坊（ETH）重新路由到未知的钱包中。 尽管遭受攻击规模很大，但 Bybit 仍迅速采取行动，几乎恢复了 1：1 的资产支持并弥补了攻击留下的赤字。 链上数据显示，已有超过 446,870 个 ETH（价值约 12.3 亿美元）通过贷款、直接购买和大额存款获得。 最新更新：Bybit 已完全弥补 ETH 缺口，新的审计 POR 报告将很快发布，以表明 Bybit 再次通过 merkle 树将客户资产恢复到 100% 1:1，敬请期待。https://t.co/QLa1vOujM6— Ben Zhou (@benbybit) 2025 年 2 月 24 日 超过 4 亿美元的 ETH 是通过场外交易购买的，另外 3 亿美元来自交易所，2.85 亿美元通过贷款购买，其余来自加密基金。 区块链调查人员后来将这次攻击与朝鲜的拉撒路集团联系起来——该集团是一些最大加密货币盗窃案的幕后黑手，包括 2022 年 6 亿美元的 Ronin Network 漏洞和 2024 年 2.34 亿美元的 WazirX 黑客攻击。 突发新闻：BYBIT 10 亿美元黑客悬赏已被 ZACHXBT 解决今天 UTC 时间 19:09，@zachxbt 提交了确凿证据，证明此次对 Bybit 的攻击是由 LAZARUS GROUP 实施的。他提交的内容包括对之前使用的测试交易和连接钱包的详细分析……https://t.co/O43qD2CM2U pic.twitter.com/jtQPtXl0C5— Arkham (@arkham) 2025 年 2 月 21 日 Bybit 的快速反应已恢复运营稳定性，截至 2 月 23 日，存款和取款功能已恢复正常 - 这是用户信心依然完好的早期信号。 🚨 更新：Bybit 上的存款和取款已完全恢复到正常水平，链上数据证实了这一点。✅ pic.twitter.com/Cc0MwPFmWS– Bybit (@Bybit_Official) 2025 年 2 月 23 日 黑客攻击如何演变成流动性危机 在 Bybit 出现安全漏洞之后，该交易所面临着一场考验其流动性基础的危机。 根据 DeFiLlama 的数据，三天之内，Bybit 的资金流出量超过 61 亿美元，截至 2 月 24 日，其追踪的总资产从近 170 亿美元减少至略低于 108 亿美元，超过三分之一的持股被抹去。 Bybit 总资产图表 | 来源：DeFi LIama Bybit 首席执行官 Ben Zhou 迅速动员他的团队处理提款并保持运营稳定。在 X Spaces 会议上，他详细介绍了交易所在违规行为发生后仅两小时内就面临提款请求的情况。 自黑客攻击（10 小时前）以来，Bybit 经历了有史以来最多的提款，我们总共收到了超过 35 万个提款请求，到目前为止，还有大约 2100 个提款请求有待处理。总体而言，99.994% 的提款已经完成。如果……— Ben Zhou (@benbybit) 2025 年 2 月 22 日 在会议期间，周还表示，尽管在此次攻击中损失了约 70％ 的以太坊储备，但 ETH 提现并不是最大的问题 —— 大多数用户都选择将稳定币（尤其是 Tether （USDT））移出平台。 Ben Zhou 现正直播最新 ETH 钱包事件。https://t.co/mBwD9ubGIl– Bybit (@Bybit_Official) 2025 年 2 月 21 日 使问题更加复杂的是，Safe 做出了意外限制，Safe 是一家为 Bybit 的冷钱包系统提供支持的去中心化托管提供商。 为防止潜在漏洞扩散，Safe 暂时禁用了某些功能，从而有效地锁定了 Bybit 30 亿美元的稳定币储备，而当时交易所需要立即流动性。 未来 24 小时内分阶段推出Safe{Wallet} 团队正在努力恢复服务，并将在未来 24 小时内开始分阶段推出。恢复后的 Safe{Wallet} 包含一层额外的安全措施：• 额外验证…— Safe.eth (@safe) 2025 年 2 月 23 日 此举旨在预防为主，Safe 在 2 月 24 日表示，其“正在努力恢复服务，并将在接下来的 24 小时内开始分阶段推出”。 该钱包提供商还澄清说，虽然其前端没有受到攻击，但它已暂停特定功能，包括本机 Ledger 集成，因为 Bybit 攻击中受损的签名方法涉及 Ledger 设备。 为了解决这个问题，Bybit 团队开发了一个手动验证系统，改编了 Etherscan 的代码来确认交易签名。这使得他们能够逐步转移 USDT 储备并继续处理提款。 周在 X 帖子中暗示了这个问题，称“我们正在将 29.5 亿美元从冷钱包转移到热钱包；这是一个有计划的行动，仅供参考。这次我们没有被黑客攻击……” 我们正在将 29.5 亿美元从冷钱包转移到热钱包，这是有计划的行动，仅供参考。这次我们没有被黑客入侵……— Ben Zhou (@benbybit) 2025 年 2 月 22 日 除了 Bybit 内部的危机管理外，外部区块链实体也动员起来控制损失。2 月 23 日，Bybit 透露，被盗资产 4289 万美元已被冻结。 协调一致的努力导致仅一天就冻结了 4289 万美元。感谢以下团队的迅速行动：@Tether_to：标记地址并冻结 181K USDT @THORChain：阻止黑名单 @ChangeNOW_io：冻结 34 ETH @FixedFloat：冻结 120K USDC + USDT……– Bybit (@Bybit_Official) 2025 年 2 月 23 日 Tether、THORChain（RUNE）、ChangeNOW、FixedFloat、Avalanche（AVAX）、CoinEx、Bitget 和 Circle（USDC）的协调努力帮助将攻击者的钱包列入黑名单，追踪被盗资金，并阻止进一步的流动。 以太坊回滚争论和正在进行的事态发展 当 Bybit 努力稳定其流动性时，一场更具争议的讨论正在展开——是否可以回滚以太坊区块链以恢复被盗资产？这个想法于 2 月 23 日出现，由加密社区内的讨论推动。 BitMEX 联合创始人 Arthur Hayes 是提出扭转以太坊状态可能是一个可行解决方案的人之一。 .@VitalikButerin 你会提倡回滚链条来帮助@Bybit_Official 吗？— Arthur Hayes (@CryptoHayes) 2025 年 2 月 21 日 在 X 上的一篇帖子中，Hayes 表示，“作为一名超级 $ETH 持有者，我个人的观点是，在 2016 年 DAO 黑客硬分叉之后，$ETH 不再是货币。如果社区想再次这样做，我会支持，因为我们在 2016 年已经对不变性投了反对票。为什么不再这样做呢？” 海耶斯指的是 2016 年 DAO 黑客事件，这是以太坊历史上的里程碑时刻，当时网络进行硬分叉以追回被盗的 6000 万美元资金。 该决定导致了以太坊经典（ETC）的创建，因为一部分用户拒绝回滚，认为区块链的不变性永远不应受到损害。 周随后证实，该交易所已联系以太坊联合创始人 Vitalik Buterin 和以太坊基金会，探讨可能的选择。 然而，他很快承认了其中的困难，并表示：“我不确定这是否是基于区块链精神的个人决定。这应该是一个不断发展的过程，以了解社区想要什么。” 即使得到社区的广泛支持，今天回滚以太坊也会比 2016 年更具破坏性。该网络采用基于状态的模型运行，其中余额和智能合约交互会不断更新。 与交易存在于简单区块中的比特币（BTC）不同，以太坊的系统与 DeFi 借贷池、流动性提供者、NFT 市场和质押合约深度交织在一起。 逆转状态变化可能会导致大量智能合约失败、清算，甚至可能导致有争议的硬分叉。 在回滚争论不断的同时，周排除了任何内部违规行为，确认 Bybit 的交易签名者遵循了标准程序。然而，他指出 Safe 的冷钱包基础设施可能是故障点。 他表示，“我们知道问题肯定出在 Safe 冷钱包上。至于这是我们的笔记本电脑的问题还是 Safe 方面的问题，我们并不清楚。” 与此同时，当局已介入。周小平在 X 会议上证实，新加坡监管机构对此案“非常重视”，并正在与国际刑警组织协调追踪被盗资金。 此时此刻，其实与 bybit 或任何实体无关，而是关于我们作为一个行业对待黑客的一般态度，真心希望 @eXch 能够重新考虑并帮助我们阻止资金从他们那里流出。我们也得到了 Interpool 和国际监管机构的帮助……https://t.co/wRzN925X9l— Ben Zhou (@benbybit) 2025 年 2 月 23 日 包括 Chainalysis 在内的区块链分析公司也致力于监控钱包动向。 然而，如果正如一些分析人士所认为的那样，这次袭击确实是由朝鲜的拉撒路集团策划的，那么追回资金将极其困难。 该组织曾通过去中心化协议清洗被盗加密货币，并使用混合服务和跨链交换来掩盖其踪迹。 Bybit 冷钱包是如何被攻破的 随着细节不断浮出水面，Bybit 黑客攻击事件的进展情况逐渐清晰。 与利用热钱包或集中式数据库的典型交易所漏洞不同，此次攻击针对的是 Bybit 基础设施中最安全的部分——其冷存储多重签名钱包。 据区块链安全分析师 David 介绍，此次攻击分为四个阶段： 部署恶意智能合约— 黑客设置了两个智能合约：一个看似正常但包含隐藏恶意代码的木马合约和一个后门合约，旨在在适当的时候完全控制 Bybit 的钱包。这些合约是提前准备好的，目的是在不引起警报的情况下绕过 Bybit 的安全措施。 欺骗 Bybit 的安全签名者— Bybit 的冷钱包需要多名签名者批准交易。攻击者发送了一个虚假的 ERC-20 代币转移请求，该请求在 Bybit 界面上看似合法。签名者没有发现任何异常，因此批准了交易，在不知情的情况下授予了黑客访问权限。 劫持 Bybit 的钱包控制— 木马合约不仅转移代币，还用黑客的后门合约替换了 Bybit 的 Safe 多重签名钱包的主副本。这改变了钱包的安全规则，悄无声息地将控制权交给了攻击者。 掏空钱包— 黑客现在已完全控制了钱包，他们执行了“sweepETH”和“sweepERC20”命令，清空了钱包中的所有资金。他们迅速提取了 ETH、Lido Stake ETH (stETH)、Mantle Staked Ether (mETH) 和 Mantle Restaked Ether (cmETH)，并将它们转移到外部地址。 这次攻击的复杂性表明，犯罪者对多重签名钱包有深入的了解，并利用了之前很少有人认为存在风险的漏洞。 行业领袖发表看法 除了黑客攻击本身的技术细节之外，Bybit 事件重新引发了关于交易所应如何应对安全漏洞的更广泛争论。币安前首席执行官赵长鹏 (CZ) 对此次攻击发表了看法。 对于最近黑客攻击的一些想法。有一种模式是，黑客能够从多重签名“冷存储”解决方案中窃取大量加密货币，例如 ByBit、Phemex、WazirX 和其他解决方案。在最近的 ByBit 案例中，黑客能够……— CZ 🔶 BNB (@cz_binance) 2025 年 2 月 22 日 CZ 指出，Bybit 与 Phemex 和 WazirX 一起成为针对多重签名冷存储解决方案的攻击的受害者——传统上，这种钱包被认为是存储加密货币最安全的方式之一。 CZ 指出，Bybit 案例尤其令人担忧的是，此次攻击涉及前端操纵。黑客设法让 Bybit 的界面显示合法交易，同时秘密执行另一个交易。 交易签名者认为他们正在批准一项标准转账，而实际上，后台正在执行一项完全不同的交易。 为安全辩论增添了另一个维度，CZ 反思了自己处理交易所黑客攻击的方法。他承认，一些人批评了他提出的在 Bybit 遭到入侵后立即停止提款的建议。 然而，他认为，这有时是必要的一步——允许交易所在恢复运营之前评估妥协的全部程度。 赵长鹏引用了币安 2019 年的安全漏洞，当时 4000 万美元被盗，提款业务暂停了一周，他解释说，一旦恢复运营，存款金额实际上超过了提款金额。 尽管有顾虑，CZ 还是赞扬周先生透明地处理危机并保持了稳定的存在。他将此与过去涉及 FTX 和 WazirX 首席执行官的事件进行了对比，后者对实际发生的事情不太坦诚，导致用户失去信任。 Tron (TRX) 创始人孙宇晨也表达了类似的观点，但他将重点从安全细节转移到了全行业合作的必要性上。他称赞了周小平的危机管理能力，并指出他在巨大压力下依然保持镇定。 @benbybit 的危机管理能力让我印象深刻，他在复杂的环境中保持冷静和镇定。整个加密行业应该团结起来，对抗黑客日益复杂的技术。💪— 孙宇晨先生（@justinsuntron） 2025 年 2 月 22 日 然而，一个关键问题仍然存在：如果黑客可以持续操纵冷钱包处理审批的方式，这是否会破坏长期以来冷存储是确保资金最安全方式的假设？ 加密行业长期以来将多重签名钱包视为安全的黄金标准，但如果这些钱包可能受到系统性攻击，那么中心化交易所可能需要重新考虑如何保护用户资产。

AVAX has recently broken free from months of bearish control, showing signs of a bullish reversal that could signal a significant shift in its macro price structure. After spending a considerable amount of time under the pressure of a descending dynamic support/resistance level that has held price action down since February, Avalanche (AVAX) has now pushed through that level with strength. This move followed a confirmed swing failure pattern at the lows, a common reversal signal, and price action quickly reclaimed both the value area high and the point of control from the previous range. This sharp shift indicates a strong buyer presence and a potential trend reversal. Key points AVAX flips dynamic SR resistance into support, indicating bullish structure. Reclaim of value area high and point of control reinforces momentum. Next move depends on confirming a higher low above the flipped SR zone. AVAX USDT (1H) Chart Source: TradingView The breakout above the dynamic resistance is significant not only because it breaks a multi-month trendline but also due to the context in which it occurred. After a failed breakdown and successful reclaim of key range levels, buyers stepped in with enough conviction to shift momentum. Price action is now establishing a higher high, and the next critical step is whether AVAX can hold above the flipped resistance zone and form a higher low. You might also like:CRV breaks out of local trading range, current bullish retest signals a 20% move Volume profile readings support this bullish outlook, with an uptick in participation during the breakout, another encouraging sign that this move isn’t merely a short squeeze, but potentially the start of a sustainable uptrend. If a higher low is confirmed, traders can expect a rotation toward the key swing high at $28.70, a level that has previously acted as resistance in past market cycles.On the other hand, failure to hold the current breakout zone would increase the chances of a false breakout and rotation back into the prior range, so price action must be monitored closely in the coming days. What to expect in the coming price action If AVAX forms a clean higher low above the flipped SR resistance, the bullish structure will be confirmed, opening the door for a continuation move toward the $28.70 region. The current market context, with reclaimed range levels and impulsive momentum, supports this bullish thesis, provided key support holds and volume continues to sustain the breakout. Read more:Is the Bitcoin rally losing steam at key Fibonacci resistance?

尽管最近与特朗普的 World Liberty Financial 建立了合作关系，但 Sui 的价格仍继续低于 3 美元大关，难以获得动力。下一步是什么？ 根据 crypto.news 价格追踪器，Sui (SUI) 目前交易价格为 2.75 美元，势头较弱。相对强弱指数为 42.39，表明该资产并未超卖，但仍处于看跌区域。 50 日均线为 3.35 美元，200 日均线为 3.02 美元，均预示看跌趋势。如果抛售压力增加，支撑位位于 2.70 美元和 2.50 美元左右，而阻力位位于 3.57 美元。 Sui 技术分析。来源：crypto.news 与此同时，根据 Coinglass 的数据，过去 24 小时内未平仓合约增加了 10%，这表明交易者活动有所增加。尽管突破 3 美元可能会改善势头，但长期复苏取决于需求的增加和去中心化金融活动的加强。 根据 DefiLlama 的数据，Sui 的 DeFi 生态系统发出了喜忧参半的信号。锁定的总价值已从 1 月份的 20.5 亿美元降至 12.5 亿美元，反映出资本外流。与此同时，稳定币的市值已从 3.78 亿美元攀升至 6.48 亿美元，这表明流动性增强。 你可能还喜欢：特朗普的世界自由金融购买了价值 2150 万美元的 ETH、WBTC 和 MOVE 不过，交易活动似乎有所减少，去中心化交易所的月度交易量从 1 月份的 120 亿美元下降到 2 月份的 70 亿美元。 3 月 6 日，Sui 宣布与 World WLFI 建立合作伙伴关系，后者是特朗普支持的 DeFi 协议，已筹集 3 亿美元。此次合作包括探索产品开发前景，并将 SUI 添加到 WLFI 的战略代币储备中。受合作消息影响，SUI 最初飙升约 18%，但此后势头有所减弱。 Arkham Intelligence 的数据显示，WLFI 在公告发布之前并未持有任何 SUI 股票，这让人对其直接影响产生怀疑，但交易员们猜测 WLFI 将很快开始收购 SUI。 机构对 Sui 的兴趣也在扩大，VanEck 去年推出了首款由 SUI 支持的交易所交易产品。虽然这为该资产提供了更大的曝光度，但尚未带来持续的购买压力。Sui 与以太坊和 Solana 竞争，市值为 86 亿美元，交易速度高达 297,000 TPS。 阅读更多：Pi Network 价格展望：币安上市会将 PI 推向新高吗？