USDC 发行商 Circle 正式申请 IPO

DWF Labs 的管理合伙人表示，该公司已准备好介入，帮助在币安遭遇“奇怪抛售”的加密项目。 领先的数字资产做市商 DWF Labs 的执行合伙人 Andrei Grachev 表示，该公司已准备好帮助受币安突然市场暴跌影响的加密项目。 2025 年 4 月 1 日，多种山寨币在加密货币交易所币安经历了重大价格动荡。其中包括基于 Solana 的 memecoin Act 1：AI Prophecy、DeXe (DEXE) 和 Kava 的抛售。 dForce、HIPPO、BANANAS31、LUMIA、TST 等也大幅下跌，在币安一小时的血洗中，这些代币的损失分别在 20%-50% 之间。 你可能还喜欢：加密货币交易公司 DWF Labs 推出 2.5 亿美元基金，支持中大型加密货币项目 DWF Labs 的 Grachev 宣布，这家总部位于阿联酋的做市商和投资公司已准备好提供帮助。DWF Labs 联合创始人在 X 上的帖子中表示： “如果您的项目受到了这次奇怪的抛售的影响，请联系我们。我们已准备好拨出资金进行回购并为您的代币制定恢复计划。” Grachev 表示，DWF Labs 专注于市场稳定，帮助这些项目是该承诺的一部分。 如果您的项目受到此奇怪转储的影响，请联系我们。我们已准备好分配资金进行回购并为您的代币制定恢复计划。@DWFLabs 和我们的现金随时为您提供帮助我们需要找回上帝的绿色蜡烛填埋！安德烈·格拉乔夫 (@ag_dwf) 2025 年 4 月 1 日 暴跌期间，ACT 代币对兑 Tether (USDT) 的汇率在 30 分钟内下跌超过 49%，而 DEXE/USDT 对则下跌超过 23%。交易员看到 DF/USDT 也下跌了两位数，损失超过 16%。 市场观察人士很快将抛售与大额卖单联系起来。这些订单在短时间内迅速执行引发了混乱，现货交易量飙升。这些行动与币安对 ACT 和其他永续合约的杠杆头寸有关。 第一幕：人工智能预言、DeXe 和 dForce 仍然是过去 24 小时内跌幅最大的几个币种，目前分别下跌 46%、22% 和 20%。 你可能还喜欢：Pi Network 价格在 1.24 亿代币解锁前接近历史最低点

With Bitcoin hovering around $104,000, PlanB is already mapping a path to $400,000, though some see more fiction than forecast. Bitcoin’s (BTC) recent rally to $104,000 has put bulls back in the driver’s seat. At least that’s the takeaway from PlanB, the pseudonymous analyst behind the Stock-to-Flow model. In a new video, he outlines why the party might just be getting started — and how the next stop could be $400,000. PlanB pointed out that the market ended up staging a V-shaped recovery after all. Back in late March, Bitcoin was around $82,000. By the end of April, it had jumped to $94,000, and as of press time, it’s sitting at $104,000. To him, that wasn’t just a rebound, and it looked like a clear sign the bull market was back. He’s sticking with his long-term model. The S2F average for the 2024-2028 halving cycle is $500,000. That number may sound far-fetched, especially today, but PlanB isn’t fazed, as he’s saying the market is only “one year into the cycle, with three years to go.” Why so bullish A big piece of the puzzle is Bitcoin’s relative scarcity.As PlanB reminds, Bitcoin is “twice as scarce as gold,” noting, though, that gold is “worth ten times more.”That, to him, screams undervaluation. The chart that gives him confidence? His market cycle model. Created in 2022, it showed no “yellow” distribution signal when Bitcoin was at $82,000, a phase that usually precedes a bear market. Instead, the red signals he saw suggested bull continuation, calling it a “very weird, long, flat bull market.” Bitcoin’s RSI | Source: PlanB The analyst also referred to RSI, or Relative Strength Index, saying that right now, the metric is at 66, which is above average and rising. “I think we’ll see 80+ RSI months again — at least four of them — just like in the bull markets of 2021, 2020, 2017, and 2013. […] If we’re at an average price of $100,000 now… that would already bring us into the $400,000 area.” PlanB Some agree, with caveats Vugar Usi Zade, COO at Bitget, noted in an interview with crypto.news that PlanB’s $400,000 Bitcoin forecast leans on two pillars: a multi-year “four-phase” cycle and the S2F framework. He admitted that the timeline matches prior post-halving cycles, saying the market now sits “near month 12-15 of the current cycle — early but not alarmingly so.” “PlanB’s $400k Bitcoin forecast leans on two pillars: a multi-year ‘four-phase’ cycle and the S2F framework. The timeline aligns with past patterns, but macro and market-structure changes inject far more uncertainty than in 2013 or 2017.” Usi Zade But this time, it’s not just retail and hype. There’s institutional capital, structured derivatives, and macro risks to consider. “Unlike prior cycles, institutional adoption, regulated derivatives, and on-chain analytics now smoothen volatility and may extend cycles rather than compress them. But it’s important to consider that we face potential Fed rate pivots and geopolitical flare-ups. Such tail risks can abruptly truncate cycles. Also, a greater correlation to equities means Bitcoin may no longer behave as a stand-alone ‘digital gold’ store of value. Cycle timing can blur when broader risk assets sell off.” Usi Zade He also points out the move to $104,000 may not be entirely organic as April’s cooler inflation and dovish Fed tones triggered a broad “risk-on” rebound. According to Usi Zade, much of the move to $104,000 “could simply reflect short-covering and equity correlation.” That makes the $110,000-$115,000 level critical as a failure there could see “rapid retracement toward $88,000-$92,000,” Usi Zade suggests. As for the $400,000 target, the Bitget COO is even more cautious. He explains that while halving events do cut new supply and S2F did line up with prices in the past, the 2021 bull market broke the model’s predictive streak. “So, S2F retains some heuristic value but no longer commands unqualified trust. Treat its $400k figure as a broad ‘upper-bound scenario’ rather than a hard forecast.” Usi Zade Usi Zade told crypto news that the $400,000 S2F target now sits more as an “aspirational upper bound” than a high-confidence price projection. ‘Everybody’s in profit’ Another bullish signal for PlanB: rising realized prices. The 5-month realized price for short-term buyers is $92,000 now, and Bitcoin sits above this level. “That’s how we want to see it. That’s also a sign of a bull market. Everybody’s in profit. There’s not much pain in the market. We’ll see what that brings.” PlanB You might also like:Bitcoin Stock-to-Flow model creator PlanB slams Ethereum, calls it ‘premined shitcoin’ Even the 200-week moving average — a key long-term support — is ticking up. As of press time, it’s at around $47,000. For context: in previous cycles, this average marked the bottom. But now, PlanB sees the growing gap between that and price as more fuel for a bullish thesis. Bitcoin’s 200WMA | Source: Coinglass Tracy Jin, COO of MEXC, agrees with PlanB on the mechanics, though isn’t convinced by the pace. Yes, Bitcoin can post huge monthly gains, but “not without significant retail participation fueling the rallies.” Right now, she points out, that retail frenzy hasn’t shown up. “PlanB’s $400,000 projection aligns with historical patterns of exponential price moves during past bull markets. Still, this should not give investors the reason to treat such models as directional tools instead of precise forecasts. A better strategy is to have a diversified view, balancing on-chain data with macro trends, sentiment analysis, and risk management.” Tracy Jin The MEXC COO pointed out that although 40% monthly returns are possible, maintaining that level of momentum without widespread retail enthusiasm is unlikely. Jin calls today’s market “in transition,” explaining further that it’s “not fully bearish, but not yet in a full-fledged retail-driven rally.” Institutional players are definitely here, she says, adding that regulations have become tighter. “While 40% monthly returns are not impossible, sustaining that level of momentum without broad retail euphoria is unlikely. Such aggressive moves would now require favorable macro conditions, institutional flows, and a strong narrative to drive market-wide conviction.” Tracy Jin ‘Positive sign for altcoins’ Analysts at crypto payment gateway B2BinPay echoed some of the optimism but stressed caution. In a commentary for crypto.news, they noted that if Bitcoin starts moving below the $93,000 level and consolidates there, the market is “unlikely to see a quick move toward a new ATH.” “Instead, the price may pull back into the $88,000-$86,000 range. However, if Bitcoin shows strength from here, breaks above its ATH, and manages to stay above it, we could start looking at the next target zones — anywhere between $124,000 and $134,000.” B2BinPay Addressing Bitcoin dominance, the analysts say they consider it as a “very positive sign for altcoins,” adding that on the daily chart, “we can clearly see a break of the uptrend line that had held since Dec. 3, 2024, through May 9, 2025.” “That said, dominance is still at a relatively high level, and there’s a lot of liquidity built up below, most of it is compressed. And compressed liquidity tends to be released quickly. So, there’s a good chance we’ll see a fast move down to around 54% dominance, possibly sooner than expected. If that happens, altcoins might surprise us in a big way.” B2BinPay PlanB himself admits that some models “are wrong, some are useful,” but today’s market is clearly driven by more than just charts and halvings. Central banks, global politics, and crypto’s correlation with broader markets all play a role. Keeping that in view, B2BinPay analysts aren’t expecting a sudden surge in volatility in the short-term as summer approaches, noting that “summer tends to be a quiet season in the crypto market.” Read more:PlanB transfers Bitcoin to ETFs, prefers ‘peace of mind’

MARA Holdings 报告称，3 月份比特币挖矿活动有所增加，产出 829 BTC，赢得 242 个区块，较 2 月份增长 17%。 据公司报告称，这是该公司每月区块数量第三高。随着全球挖矿难度不断攀升，这一增长凸显了 MARA 保持竞争效率的能力。 该公司 3 月份日均产量为 26.8 比特币（BTC），高于 2 月份的 25.2 BTC，其在矿工奖励中的份额增长至 5.8%。 截至月底，MARA 的比特币总持有量达到 47,531 BTC，包括借出和抵押资产。 3 月，MARA Holdings Inc. 宣布计划出售价值 20 亿美元的股票，为比特币购买提供资金。该公司透露，将定期通过市场发行的方式发行股票。 你可能还喜欢：安全钱包引发争议后，Bybit 选择由渣打银行支持的 Zodia Custody MARA池  MARA 将其产量收益归功于其专有采矿池 MARAPool，该采矿池仍然是上市矿工中唯一的自有和运营的矿池。 自推出以来，MARAPool 的运气因素已超过网络平均水平 10% 以上，从而挖掘出更多的区块并带来更高的回报。 MARA 董事长兼首席执行官 Fred Thiel 表示：“运营自己的矿池让我们能够更好地控制效率和收益。我们将继续致力于巩固我们在比特币挖矿和能源生产领域的领先地位。” 该公司还报告称，其通电哈希率环比增长了 1%，达到了 54.3 EH/s。 这一增长与 MARA 正在进行的基础设施扩张相一致，包括在俄亥俄州开发 40 兆瓦数据中心，预计将于 4 月底完工。 你可能还喜欢：Jack Dorsey says Square is working on allowing Bitcoin payments

随着美国经济衰退风险上升以及以太坊价格暴跌，现货以太坊交易所交易基金继续减少资产。 SoSoValue 数据显示，现货以太坊（ETH）ETF 资产在过去连续七周内出现减少。上周净流出 8240 万美元，累计流入达到 22 亿美元。 目前所有 ETH ETF 的资产规模仅为 52.5 亿美元，其中贝莱德的 ETHA 和 Grayscale 的 ETHE 分别以 18.5 亿美元位居第二。Grayscale 的迷你基金 ETH 紧随其后，资产规模为 7.11 亿美元，而富达的 FETH 则为 5.8 亿美元。 相比之下，现货比特币 ETF 表现更好，累计流出资金超过 350 亿美元，总资产达 930 亿美元。 以太坊ETF因其表现而出现资产流失。ETH价格已从去年11月的最高点下跌近62%，至目前的1,655美元。 来源：CoinGecko 您可能还喜欢：DeFi 和 Layer 2 链是否正在榨干以太坊的利润：深入探讨 ETH 的衰落 Unlike Bitcoin (BTC), which surged to a new all-time high this year, Ethereum has remained significantly lower than its all-time high of $4,872. Worse, $1000 invested in Ethereum on the same day in 2022 would now be worth $745, while a similar amount allocated to Bitcoin would be $1,400.  以太坊过去曾面临诸多挑战。其中最重要的挑战是它面临着来自 Layer 1 和 Layer 2 网络的激烈竞争。其中最引人注目的竞争对手包括 Solana (SOL)、Base、Tron (TRX) 和 Arbitrum (ARB)。 这种竞争意味着以太坊不再是加密货币行业最赚钱的链。数据显示 其他流行的链和应用程序如 Uniswap、Jito 和 Solana 今年都通过了。 以太坊价格技术分析 ETH/BTC 价格图表 | 来源：crypto.news 虽然以美元计算的 ETH 价格看起来很糟糕，但 ETH/BTC 价格更糟糕。上面的周线图显示，ETH/BTC 对一直处于强劲的下跌趋势中，从 2021 年的 0.088 跌至今天的 0.0188。随着以太坊的主导地位逐渐消退，它已跌至五年来的最低点。 该货币对仍远低于所有移动平均线，而平均方向指数已飙升至 44。ADX 是用于衡量趋势强度的常用指标。 因此，随着卖家瞄准关键支撑位 0.016（2019 年 9 月以来的最低水平，较当前水平下跌 92%），该货币对可能继续暴跌。 阅读更多：ETH/BTC 价格跌至 4 年低点，看跌模式预示未来将创下历史新低

贝莱德的 BUIDL 基金在过去几周内实现了快速增长，表明人们越来越认可区块链在传统金融中的作用。 尽管市场低迷，但投资者对基于区块链的证券的兴趣仍在增长。4月11日（星期五），贝莱德的BUIDL基金在以太坊（ETH）上的管理资产超过21亿美元。这些基金占其支持的七条区块链上所有BUIDL代币的90.5%。 突发消息：贝莱德 BUIDL 基金在@ethereum 上的资产管理规模超过 20 亿美元。BUIDL 目前已在 7 条链上可用，该基金约 90.5% 的 AUM 在以太坊上进行了代币化。pic.twitter.com/V3WeHVDp9Y— Token Terminal 📊 (@tokenterminal) 2025 年 4 月 11 日 过去几周，BUIDL基金快速增长，资产管理规模从约5亿美元飙升至目前的20多亿美元。有趣的是，这一增长始于对持续贸易战的担忧席卷市场之际。 您可能还喜欢：关税战余波：加密货币能拯救世界吗？| 观点 As stocks and crypto took a tumble, investors looked for safer, yield-bearing instruments like U.S. treasuries. The BUIDL fund, which generates yield through treasuries, was one of the beneficiaries of this shift. What is more, treasury yields are on the rise, with 10-year U.S. treasuries rising 13 basis points on April 11. While economic uncertainty is causing a panic in the U.S. bond market, especially overseas, higher yields will likely attract domestic investors. BlackRock’s BUIDL fund leverages blockchain for finance BUIDL基金资产管理规模的增长，体现了区块链在传统金融领域潜力的日益认可。值得注意的是，BUIDL代币与传统金融工具的相似性远高于山寨币。 您可能还喜欢：贝莱德新增 Anchorage Digital 作为比特币 ETF 的托管人 与大多数其他加密代币不同，BUIDL 代币明确属于证券，其交易受相关法规约束。例如，交易者必须通过严格的 KYC 流程才能持有和交易代币。BUIDL 代币通过投资美国国债为持有者创造收益。 同时，这些基金受益于区块链和资产代币化，使其比类似的链下工具更高效。该平台利用区块链技术，提供即时透明的结算服务。此外，它还具备可编程合规性，其智能合约旨在遵守法规。 阅读更多：贝莱德首席执行官拉里·芬克表示市场可能再下跌 20%