YZi Labs 扩大人工智能投资，任命新的普通合伙人

VanEck has launched a new exchange-traded fund designed to give investors access to the growing digital asset economy without holding crypto directly.  In a May 14 press release, the company said the VanEck Onchain Economy ETF, under the ticker NODE, will offer exposure to “digital transformation companies and digital asset instruments.” The fund is actively managed and focuses on public companies involved in the blockchain space, including crypto miners, exchanges, data centers, energy providers, and fintech firms using crypto technology.  It will hold between 30 and 60 companies, chosen from a wider pool of over 130, with the portfolio adjusted based on market trends and each firm’s connection to Bitcoin (BTC). NODE won’t hold cryptocurrencies directly but can invest up to 25% of its assets in crypto-linked exchange-traded products like Bitcoin ETFs.  These investments will be made through a Cayman Islands subsidiary, which will allow the fund to comply with U.S. tax laws while indirectly gaining exposure to cryptocurrency-related products like swaps and futures. NODE won’t invest in stablecoins and will restrict subsidiary exposure to 25% of assets every quarter. You might also like:VanEck bets on Celestia with new investment product VanEck’s Head of Digital Assets Research, Matthew Sigel, said NODE aims to offer “diversification and liquidity” while providing a lower-volatility alternative to pure-play crypto strategies. “Categorizing assets by their bitcoin sensitivity lets us fine-tune the portfolio across market cycles,” he added. With a 0.69% management fee, NODE complements VanEck’s line of crypto-related products, which already includes the passively managed Digital Transformation ETF. The launch coincides with the rising institutional interest in blockchain infrastructure, alongside the growing availability of products from traditional asset managers that are suited to the changing on-chain economy. VanEck has also filed for ETFs tied to individual digital assets, including Avalanche (AVAX) and Binance Coin (BNB), indicating its ongoing expansion in the crypto investment space. Read more:BlackRock met with SEC to discuss crypto staking, tokenization, and ETF rules

比特币开采量已突破 1996 万大关，这意味着现有的比特币发行量已超过 95%。随着 BTC 从交易所快速提现，最大的加密货币可能很快就会出现稀缺性。美国总统唐纳德·特朗普的战略比特币储备计划以及机构采用和 BTC 第 2 层推出等发展可能会刺激对数字资产的需求。 目录比特币稀缺性和 BTC 需求驱动因素美国战略比特币储备的进展和特朗普的比特币计划比特币第 2 层协议鲸鱼和机构不想出售比特币，会发生什么？2025 年 2 月比特币价格预测 比特币稀缺性和 BTC 需求驱动因素 自 2024 年 11 月美国总统大选结果公布以来，交易所的比特币供应量减少了近 15%。根据 Santiment 的数据，在同一时间段内，交易所以外的供应量从 1799 万增加到 1830 万。 通常情况下，交易所供应量的下降和交易所外钱包持有的 BTC 代币的增加被认为是数字资产的看涨信号。交易所持有的 BTC 数量已降至近三年半以来的最低水平。 交易所供应的下降缓解了抛售压力，而历史上持续的需求会推高价格。 我们分析了20个州级比特币储备法案。如果该法案得以实施，他们可以推动 230 亿美元的购买量，或 24.7 万 BTC。这笔款项与任何养老基金分配无关，如果立法者继续推进，这笔款项可能会增加。pic.twitter.com/5AZnkiwTZf— matthew sigel，正在恢复 CFA (@matthew_sigel) 2025 年 2 月 12 日 Bitbo.io 的数据显示，仅剩 103.9 万个 BTC（BTC）代币可供开采。超过 95% 的开采比特币要么在流通，要么存放在交易所以外的钱包中，由大型钱包投资者和实体持有。机构投资者的需求可能成为 2025 年比特币价格的主要驱动力。 随着特朗普总统在其支持加密货币的立场和竞选活动中支持比特币和数字资产，机构投资者和华尔街银行家正在研究将该资产添加到资产负债表中的可行性。特朗普的加密货币和人工智能沙皇大卫·萨克斯 (David Sacks) 表示，“我们要研究的第一件事就是比特币储备的可行性。” 比特币第 2 层协议 GOAT Network 创始人兼首席执行官 Kevin Liu 在接受 Crypto.news 独家采访时讨论了比特币区块链的技术进步，并评论了比特币第 2 层协议的可行性和未来。 刘先生说： “为越来越多的用户提供多种方式来参与（比特币）才有意义。大多数比特币第 2 层网络依靠比特币来推动其经济发展，而大多数以太坊第 2 层网络依靠以太币。不同的用户有不同的选择。 “每一次牛市都会看到比特币的主导地位在某个时刻急剧上升，从而吸干了大多数其他山寨币的生命力和流动性。这也是本轮周期大部分时间发生的情况。山寨币今后的表现将回答你关于整体市场表现的问题。 我们可以说，BTCFi 对加密货币用户来说是一个全新而令人兴奋的机会，赚取真实 BTC 收益的机会为充分利用 BTCFi 提供了重要机会。我们很高兴能够在 BTCFi 的发展中发挥关键作用。” 鲸鱼和机构不想出售比特币，会发生什么？ 加密情报追踪器 Santiment 预测比特币即将出现投降。在加密领域，投降是指大量投资者因担心代币价格出现更大幅度的回调而抛售资产，而长期的价格下跌通常会导致代币价格回升。 Santiment 评估了比特币区块链上非空钱包的数量并发现其数量有所下降，这意味着散户交易者和投资者可能会因害怕亏损而抛售其持有的比特币，而鲸鱼和大型实体则会继续积累 BTC。 高级看涨期权卖出/买入，看跌期权卖出/买入 | 资料来源：Amberdata Derive.xyz 研究主管 Sean Dawson 博士告诉 Crypto.news： 随着市场从上周特朗普关税声明所造成的动荡中恢复过来，我们正经历暂时的波动平息。 BTC 平价（ATM）7 天隐含波动率（IV）下降 7 个百分点——在过去 24 小时内从 47% 降至 40%，BTC 在 6 月 27 日达到 125,000 美元的可能性从 41.9% 提高至 44.4%。”  Dawson 博士对比特币近期和长期价格持乐观态度。

由于投资者对即将到来的 FTX 1120 万 Solana 解锁感到厌倦，SOL 已暴跌逾 7%，至 160 美元以下的水平。 2 月 24 日，Solana (SOL) 股价暴跌，跌幅超过 7%，至 158.46 美元，为今年以来的最低水平。SOL 上次跌破 160 美元是在 2024 年 10 月 20 日，当时收于 159.64 美元。截至发稿时，Solana 尚未成功回升至 160 美元以上，一直保持在 159 美元左右。 根据 crypto.news 的数据，Solana 在过去 24 小时内下跌了 6.9%。该代币目前的交易价格为 159.29 美元。在过去一周内，Solana 下跌了近 13%，在过去一个月内下跌幅度更大。Solana 在过去 30 天内下跌了 35% 以上。 Solana 的市值目前为 780 亿美元，完全摊薄估值为 950 亿美元。就在几天前的 2 月 24 日，Solana 从之前的低迷中短暂反弹，突破了 180 美元大关。 Solana 今年首次跌破 160 美元大关后的价格图表，2025 年 2 月 24 日 | 来源：crypto.news 阅读更多：SOL 反弹 4.3%，在 LIBRA 崩盘后突破 180 美元 根据 DeFi Llama 的数据，Solana 的 DEX 交易量也遭受了类似的损失。过去一周，该区块链的 DEX 交易量下降了 36.7%。截至撰写本文时，Solana 的每周 DEX 交易量为 166 亿美元，而其每日 DEX 交易量为 15 亿美元。 自 2 月 24 日以来，Solana 的市值已损失近 100 亿美元，其完全摊薄交易量也损失了相同数额。 SOL 为何下降？ 随着 3 月 1 日 FTX 即将解锁 1120 万 SOL（相当于 17.7 亿美元），许多投资者开始担心此事件可能会影响 Solana 的流动性和价格稳定性。代币供应的涌入可能会给 Solana 的价格带来压力，并可能引发大幅下跌。 不过，投资者可以利用价格下跌带来的机会购买更多 Solana。如果需求持续，Solana 的价格可能很快就会反弹。 根据 Amberdata 的数据，上周，衍生加密货币交易所 Deribit 上的 SOL 大宗交易占所有 Solana 期权活动的近 25%，即总额 1.3074 亿美元的 3239 万美元。这是有史以来 SOL 大宗交易的第二大份额，其中近 80% 的大宗交易集中在看跌合约中。 在价格下跌期间，鲸鱼投资者通常会选择场外执行的看跌期权交易，而不是通过交易所的常规买单。看跌期权是一种衍生合约，它为投资者提供买入或卖出资产的权利，而不是义务。这让买家受到的影响更小，保护他们免受潜在的市场波动的影响。 你可能还喜欢：FTX 钱包赎回 Solana 中的 2800 万美元，引发新一轮抛售担忧 披露：本文不代表投资建议。本页内容和材料仅供教育之用。

Robinhood Markets Inc. is building a blockchain-based platform to allow European investors to trade tokenized U.S. securities, according to Bloomberg. The initiative will likely involve a partnership with a digital-asset firm, with Arbitrum (ARB) and Solana (SOL) being considered as blockchain infrastructure options, according to Bloomberg reporting.  Discussions are ongoing and no agreement has been finalized. Robinhood and the blockchain entities declined to comment. Tokenized securities — digital representations of traditional financial assets—are gaining traction as global financial firms explore ways to reduce trading infrastructure costs and increase transparency.  A report from the Global Financial Markets Association estimates distributed ledger technology could save up to $20 billion annually in global clearing and settlement costs. You might also like:SEI breaks out of falling wedge: is a major shift underway? Robinhood’s expansion into Europe Robinhood has already begun laying the groundwork for broader financial services in Europe. In April, the company secured a brokerage license in Lithuania, granting it access to the EU investment market.  It also agreed to acquire crypto exchange Bitstamp, a deal that could expand its offerings to include crypto-linked derivatives through Bitstamp’s multilateral trading facility license. Robinhood joins major institutions such as BlackRock, Franklin Templeton, and Apollo in exploring tokenized assets.  BlackRock’s tokenized fund BUIDL has already attracted over $2 billion since launching in 2023, signaling growing institutional confidence in blockchain-based financial products. You might also like:Global leaders convene in Warsaw to shape the future of blockchain economy

Bitcoin has reclaimed $96,000, a level not seen since late November 2024, driven by robust institutional demand and easing macroeconomic fears. Bitcoin (BTC) rallied nearly 20% from its April low of $79,000, fueled by $381 million in ETF inflows and renewed optimism after U.S. President Donald Trump’s softened stance on China trade tensions. Source: crypto.news You might also like:$800m Bitcoin lost in trash becomes star of new docuseries However, analysts warn of resistance at $94,000-$95,000, citing heavy selling pressure in spot markets. With BTC still 16% below its January peak of $109,000, volatility remains a concern, especially as stock market correlations persist. Investors are eyeing whether BTC can sustain momentum amid global economic uncertainties. On the heels of renewed institutional interest, particularly from large players like Strategy who have continued to acquire the original cryptocurrency over the last several months, BTC’s latest rally comes as new players have also emerged in the space. In particular, from Twenty One Capital, which this week announced it too would be acquiring billions of dollars worth of BTC in an attempt to shore away business from Strategy. Read more:Strategy acquires 15,355 more Bitcoin for $1.4b, holdings top 550k BTC