Matrixport：尽管全球流动性改善，但 Memecoin 市场仍处于低迷状态

由于英伟达公布与中国相关的 55 亿美元指控以及美联储主席鲍威尔警告称关税可能导致通胀和经济增长放缓，美国股市周三暴跌。 由于投资者对美国对华芯片出口的新限制以及美联储主席杰罗姆·鲍威尔对特朗普总统关税政策的经济风险发出的新警告做出反应，美国股市周三暴跌。 标准普尔500指数下跌约2.2%，道琼斯工业平均指数下跌1.7%。纳斯达克综合指数下跌约3%，接近熊市区域，科技板块大幅下跌领跌。 英伟达股价暴跌近 10%，此前该公司宣布将因美国政府实施的新出口限制而计提 55 亿美元的费用。这些规定影响了其 H20 图形处理器，这是中国市场的关键产品。 其他芯片制造商的股价也出现下跌，AMD 下跌 8%，美光下跌 3%，ASML 股价因盈利疲软而下跌超过 7%。 尽管市场遭遇抛售，比特币（BTC）仍保持在 84,000 美元附近，表现出韧性。 您可能还喜欢：美国对中国实施AI芯片限制，美股暴跌，英伟达跌8.49% 鲍威尔的通胀担忧 鲍威尔在芝加哥经济俱乐部发表演讲时表示，央行将等待更清晰的形势后再调整利率，并警告称关税可能导致“通胀上升和增长放缓”。 他补充说，如果美联储稳定物价和充分就业的目标发生冲突，美联储可能面临“严峻形势”。 零售数据显示，3月份销售额增长1.4%，为两年来最强劲增长，这表明消费者可能在关税生效前争相购买商品。 虽然特朗普政府推迟了对一些国家的关税，但中国并未被纳入其中。美国财政部长斯科特·贝塞特表示，贸易政策可能在90天内进一步明朗，但中国表示，谈判需要满足某些条件。 您可能还喜欢：人工智能驱动的 DeFi 平台 Glider 融资 400 万美元，由 Andreessen Horowitz 领投

Solana saw a major rally today, with signs suggesting it could soon see another breakout to $200. Solana (SOL) saw a major rally on Thursday, May 8, with signs suggesting another breakout to $200 could be on the horizon. Backed by rising DeFi activity, strong market sentiment, and network upgrades, SOL jumped 10.02% to $160.32, its highest level since March 3. The surge coincided with a major milestone for Solana’s decentralized exchange (DEX) ecosystem. On Wednesday, May 7, DeFi volumes on the Solana network broke $800 billion in 2025. While over half of that came in January, continued strength in recent months points to sustained investor interest in the ecosystem. You might also like:Solana upgrade raises block capacity by 20%, improves developer tools This activity suggests that the SOL rally will likely continue, Tracy Jin, COO of MEXC, told crypto.news. If SOL maintains the current level, the token could go as high as $180 or $200. “Solana’s current price action suggests a wide accumulation range that is often seen in assets transitioning from a growth phase into a more mature market position. Bulls are now eyeing a breakout above the key $153 resistance level. If this level flips into support and momentum persists, this could open the path towards $180 and potentially $200 soon after,” Tracy Jin, MEXC Investors now see Solana differently: COO of MEXC Beyond the market momentum, Jin believes that there is a “fundamental shift” in how the markets perceive Solana. The growth of its ecosystem, together with the relative weakness of Ethereum, is now attracting institutions to SOL. “Ethereum ETFs have bled more than $350 million year-to-date. Solana has been the dominant network among L1 and L2 chains in 2025, driven by the rise of platforms like Pump.fun, radium, and Axiom,” Tracy Jin, MEXC Jin added that the upcoming launches of Solana ETFs will further boost its institutional appeal. They will be attracted to the value the Solana network is creating through its DeFi ecosystem. Read more:‘Real equities to DeFi’: Superstate to bring public equity trading on Solana

Bitcoin and other altcoins rallied last week as trade risks eased following President Donald Trump’s praise of the talks between the U.S. and China.  Bitcoin (BTC) cruised above $104,000 and is near the all-time high. Similarly, Ethereum (ETH) ended its consolidation and short-squeezed from $1,800 to $2,500. Other altcoins also soared, bringing the total market cap of all coins to over $3.2 trillion. This article looks at the top three catalysts affecting Bitcoin and other altcoin prices this week.  Bitcoin and Ethereum prices | Source: crypto.news Trade talks The main catalyst for Bitcoin, altcoins, and the stock market is the ongoing trade talks in Switzerland. The first day ended without a big announcement, but Trump hailed ‘great progress’ while no further information was provided. Beijing struck a more cautious tone, with its state news agency warning that China would firmly oppose any proposals that threaten its core principles or global fairness. Despite the high stakes for the global economy, the two sides appear divided on the current state of negotiations. Indeed, a trade deal or de-escalation would mitigate recession risks, analysts say. It would also mean that inflation growth may be contained, creating an opening for the Federal Reserve to cut interest rates sooner than expected.  You might also like:Today in crypto: Bitcoin, altcoins shine in broad market rally following China-US trade update US inflation data The next important catalyst for Bitcoin and other altcoins will be Wednesday when the U.S. Bureau of Labor Statistics publishes the April Consumer Price Index (CPI) report. Economists expect the report to show consumer prices rose in April as companies made tariff-related adjustments. The average estimate is that the headline CPI rose from 2.4% in March to 2.5% in April, while the core CPI remained at 2.8%.  Goldman Sachs analysts expect that U.S. inflation will continue rising and end the year at 3.8%.  Bitcoin and altcoins often react to U.S. inflation data because of its impact on the Federal Reserve. In its meeting last week, the Fed decided to keep interest rates unchanged at 4.5% and maintain a wait-and-see approach.  A lower inflation figure and signs of progress on trade would fuel the ongoing crypto bull run.  Consensus event in Toronto The other top catalyst for the crypto market will be the upcoming Consensus event in Toronto, which will gather the most influential names in the industry. Some top speakers are Cardano’s Charles Hoskinson, Robert Hines, Eric Trump, Chainlink’s Sergey Nazarov, and Anthony Scaramucci.  Historically, such events have been good places for companies to announce partnerships and deals that move tokens. For example, Pi Network (PI) price surged after the Core Team hinted at a major announcement during the event.  Read more:Pi crypto price eyes a breakout ahead of Consensus news

由于正在对潜在威胁进行调查，去中心化借贷协议 Liquity 在敦促用户退出其 v2 稳定池后，已收到超过 1700 万美元的提款。 根据 DefiLlama 的数据，过去 24 小时内，已有超过 1700 万美元流出该平台。Liquity 锁定的总价值已下降，从 2 月 11 日的历史高点 8490 万美元跌至 6784 万美元。资金流出主要影响了协议的稳定池，其中包含 wstETH、WETH 和 rETH。Liquity v1 未受影响，没有出现类似提款的迹象。 如需了解更新信息，请参阅官方 Liquity 频道。https://t.co/2ag6TcwK1q— Lido (@LidoFinance) 2025 年 2 月 12 日 你可能还喜欢：Phantom 钱包遭遇临时服务中断 Liquity 团队已通知用户，该协议正常运行，所有资金均安全。他们向投资者保证，提取抵押品、赎回稳定币和质押 LQTY 等关键功能仍在顺利运行。他们还确认，Liquity 的稳定币 BOLD 仍将获得全面支持。 Liquity v2 于 1 月 23 日推出，具有多项旨在改善借贷体验的新功能。此次更新使用户可以使用多种资产作为抵押品。这些资产包括 stETH、rETH 和 WETH。它还引入了一个灵活的利率系统，借款人可以将利率设定在 0.5% 至 1,000% 之间。稳定池旨在用利息和清算利润奖励用户。 现在，Liquity v2 正在接受调查，该平台正面临用户信任的重大考验。虽然提款速度有所放缓，但持续的不确定性可能会影响协议的增长。目前尚不清楚该问题是否已完全解决，或者是否会导致更多的不稳定。Liquity 的代币价格仅受到轻微影响，目前保持稳定。 阅读更多：报道称，Coinbase 在监管受挫后寻求重返印度市场

研究人员发现，广泛使用的 Chrome 扩展程序 SwitchyOmega 存在漏洞，可能导致用户私钥被盗。 SlowMist 分析师警告称，基于 Chrome 的代理扩展 SwitchyOmega 的受损版本一直在窃取加密钱包中的私钥，使超过 500,000 名用户面临风险。 此次入侵始于一封钓鱼电子邮件，该邮件针对了 Cyberhaven（一家 AI 驱动的数据安全公司）的一名员工，导致有害代码被注入到扩展程序中。3 月 12 日的一份研究报告显示，钓鱼电子邮件谎称 Cyberhaven 的浏览器扩展程序违反了 Google 的政策，并威胁称如果不立即采取行动，该扩展程序将被删除。 Proxy SwitchyOmega 的假版本 | 来源：SlowMist SlowMist 解释称，攻击者利用 OAuth 访问 Cyberhaven 账户，从而上传被入侵的扩展版本 (24.10.4)。随着扩展的更新，用户在不知情的情况下安装了恶意代码。 你可能还喜欢：加密货币用户因虚假的 Google Chrome 扩展程序而面临风险 该扩展的恶意版本似乎能够窃取敏感数据，包括加密钱包中的私钥和助记词。目前尚不清楚受影响的 50 万用户中有多少人受到了该漏洞的影响。SlowMist 的分析师建议用户检查已安装的扩展 ID，以确保它们与官方版本相匹配。 通过浏览器扩展程序对加密货币交易者进行攻击并不是什么新鲜事，因为不良行为者一直在试图利用它们。 2024 年 9 月，网络安全公司 Group-IB 的分析师透露，臭名昭著的朝鲜黑客团伙 Lazarus Group 以针对加密行业发起的复杂网络活动而闻名，该团伙已加大力度通过虚假视频应用程序瞄准加密专业人士和开发人员，并扩大其对浏览器扩展的攻击范围。 阅读更多：OKX 提醒用户注意 Firefox 商店中的假冒浏览器扩展程序