高效投资组合的秘诀是什么？自动化 | 观点

Bitcoin may be setting its sights on the $110,000 mark as large holders ramp up accumulation, despite smaller investors taking profits amid macro tailwinds. Wallets that hold between 10 and 10,000 Bitcoin (BTC), often referred to as whales and sharks, have amassed more than 83,000 BTC in the last 30 days, according to a May 13 post on X by Santiment. In contrast, 387 BTC were offloaded from wallets holding less than 0.1 BTC during that period.  https://twitter.com/santimentfeed/status/1922151656306995529?s=46&t=nznXkss3debX8JIhNzHmzw These movements, though seemingly small for retail, are significant when measured relative to the total BTC held by each group. Santiment noted that small investors, including tiers slightly larger than 0.1 BTC, are showing signs of profit-taking, likely anticipating a local top. In contrast, the ongoing accumulation by large holders suggests confidence in further upside. This may push Bitcoin towards the $110,000 level, marking a new all-time high. The sentiment shift comes after a sharp surge fueled by macro news. The U.S. and China reached an agreement to slash tariffs for 90 days, which improved overall market sentiment. This caused Bitcoin to rally, briefly reaching a weekly high of $104,710 before falling to about $102,500 at the time of writing. You might also like:Bitcoin price poised for breakout with $127k target if $106k cracks soon Glassnode’s on-chain data shared on X on May 12 further supports the narrative. The company reported lower momentum buying and higher levels of profit-taking. While demand from first-time buyers remains strong, reflected by a consistently high relative strength index, the lack of follow-through from momentum traders could point to a temporary consolidation phase if new inflows slow. $BTC Supply Mapping shows sustained strength in new demand. First-Time Buyers RSI has held at 100 all week. But Momentum Buyers remain weak (RSI ~11), and Profit Takers are rising. If fresh inflows slow, lack of follow-through could lead to consolidation: https://t.co/vHqbU4hrPt pic.twitter.com/Ghqynb296Y— glassnode (@glassnode) May 12, 2025 Meanwhile, institutional demand remains firm. Strategy added $1.34 billion worth of Bitcoin on May 12, increasing its total holdings to 568,840 BTC, roughly 2.86% of the current circulating supply. Japan’s Metaplanet also boosted its reserves with a 1,241 BTC acquisition, now holding 6,796 BTC. According to SoSoValue data, Bitcoin spot ETFs have seen net inflows of $2.03 billion in the past month. Looking at the technical picture,  Bitcoin is currently trading above all major moving averages, including the 10-day EMA and the 50-day SMA, both of which are showing “Buy” signals. Momentum indicators, such as the moving average convergence divergence, also exhibit bullish bias. Bitcoin price analysis. Credit: crypto.news The RSI, at 68, is hovering just below overbought levels. This suggests that the rally could face resistance near $105,000 to $106,300, where the upper Bollinger Band sits. A decisive break above this zone could push Bitcoin toward the $110,000 psychological milestone. On the flip side, a breakdown below support at $97,600 or $94,000 could open the door for deeper retracement toward $89,800, Bitcoin’s lower Bollinger Band and a key demand zone. Read more:Conor McGregor calls Bitcoin ‘immutable people’s money’ and asks about crypto

四月的第二周发生了一起重大收购：在 XRP 账本上提供企业区块链产品的 Ripple 以 12.5 亿美元收购了 Hidden Road。 根据 Crypto Fundraising 的数据，这笔交易推动本周的总融资额超过 15 亿美元。 让我们仔细看看上周的融资活动。 您可能还喜欢：NFT 销售额下降 4.7% 至 9470 万美元，Courtyard 取代 CryptoPunks Hidden Road，12.5亿美元 Ripple (XRP) 以 12.5 亿美元收购主要经纪公司 Hidden Road。 此次交易将主要以现金支付，部分交易将以XRP和Ripple股票形式支付。Hidden Road创始人Marc Asch将继续领导Ripple旗下的经纪公司。 “Ripple needs to make sure we have the infrastructure in place to appeal and expand to a larger segment of the biggest bulge bracket institutions,” CEO Brad Garlinghouse told Fortune. Wunder Social，5000万美元 这家英国社交媒体初创公司在由 Rollman Management 和其他知名投资者领投的一轮融资中筹集了 5000 万美元；这是今年英国社交平台获得的最大融资之一。 Wunder.Social 将于 2025 年推出，旨在通过“尖端技术和用户至上的理念”撼动价值 2000 亿美元的社交媒体世界。 前 TikTok 营销主管 Ryan Martin 现担任 Wunder 的首席营销官。 🔥 重大新闻！🔥我们刚刚筹集了 5000 万美元来重塑社交媒体！🌎✈️由 @base 提供支持，无机器人，并通过广告收入奖励您。告别虚假粉丝，迎接真实联系。🎉 是的，@CoinDesk 已经报道过我们了！准备好迎接 $WUNDER 代币优惠吧……pic.twitter.com/4Nz5j2LjHA– Wunder (@wunder_social) 2025 年 4 月 9 日 Blackbird, $50 million Blackbird 是一家为餐厅打造的忠诚度和会员平台，已获得 5000 万美元的 B 轮融资。 Spark Capital、Coinbase Ventures 和 a16z crypto 参与了此项工作。 Blackbird 迄今已筹集 8500 万美元；此前，该公司在 A 轮融资中筹集了 2400 万美元。 与此同时，4000万美元 与此同时，一家受百慕大金融管理局监管的以比特币计价的人寿保险公司获得了 4000 万美元的 A 轮融资。 Framework, Farcus Ventures, and Wences Casares, co-founder of Bitcoin-enabled Xapo Bank, joined the investment. Meanwhile offers policies denominated in Bitcoin (BTC). It previously raised $20.5 million in its seed round, which attracted backing from OpenAI CEO Sam Altman and Bitwise CEO Hunter Horsley. We're proud to announce our $40M Series A led by @hiFramework & @FulgurVentures, w/ participation from Bitcoin pioneer Wences Casares.This capital accelerates our global rollout of BTC-denominated life insurance & annuities, protecting users from inflation & currency risk 🧵⤵️ pic.twitter.com/kTMxDaDBeh— meanwhile (@meanwhilelife) 2025年4月10日 Solix DePIN，2950万美元 在由 Eclip Foundation 支持的未知一轮融资中获得了 2950 万美元 预计这项投资将有助于增强核心技术，扩大全球影响力，并引入智能带宽分配和人工智能网络优化等先进功能。 Solix DePIN 还计划与云服务提供商和内容交付网络合作，为其分散带宽市场创造更广泛的用例。 APX Lending, $20 million APX Lending clinched $20 million in an unknown round. The round was backed by CypressHills, a private credit investment firm. APX Lending $20M Funding Round⚡️📑 关于：@APXLending 是一个合规的加密支持借贷平台。🤝 投资者：赛普拉斯山ð https://t.co/YTGOZUy2gG pic.twitter.com/QLZVVDbniI— 筹款文摘 (@CryptoRank_VCs) 2025 年 4 月 11 日 BugsCoin, $12 million BugsCoin secured $12 million in Series A funding 由 Becker、Eastrum Capital 和 BullPerks 支持 该项目共筹集了 2050 万美元 BugsCoin 完成 1200 万美元 A 轮融资，引领 Web3 金融教育创新风险投资人：Becker Ventures• Castrum Capital• BullPerks• DuckDAO• Maxx Capital4 月 11 日，基于 Web3 的金融教育平台 BugsCoin ($BGSC) 宣布成功……pic.twitter.com/lD7GYnJeGu— bugscoin (@bugscoin_bgsc) 2025年4月11日 城镇协议，1000万美元 Towns Protocol 在 B 轮融资中筹集了 1000 万美元 该投资由 a16z crypto、Coinbase Ventures 和 Benchmark 支持 It has raised a total of $61 million Excited to share our latest funding round, led by @a16zcrypto, with the addition of new investor @cbventures and continued support from @benchmark.The future of communication is onchain. pic.twitter.com/qGQUa9cvaE— Towns Protocol (@TownsProtocol) April 10, 2025 Notable crypto VC funding rounds Cap Labs, $8 million for DeFi yield aggregation Octane Security，675万美元用于人工智能安全 OpenZK，一轮未知融资 600 万美元 DecentralGPT，A 轮融资 300 万美元 Firefish，种子轮融资 180 万美元 Sats Terminal，170 万美元用于聚合比特币收益 Lyzi, $1.42 million for Tezos (XTZ) payments Libraro, $1.28 million in Seed funding Read more:NFT sales drop 4.7% to $94.7m, Courtyard dethrones CryptoPunks

Avalanche’s native token rose slightly as the blockchain network hit two key milestones in daily transactions and active addresses. The Avalanche (AVAX) token jumped nearly 5% in 24 hours as top cryptocurrencies soared, with the Avalanche Foundation sharing details of two major milestones for the layer blockchain network.   Per the team, activity across the Avalanche network saw daily transactions on the platform hit an all-time high of 10.8 million on May 11, 2025. Another key metric, active addresses, also jumped to 950,000, the highest count for Avalanche since June 2023.  Activity across the Avalanche network is surging, with milestones achieved on May 11th, 2025:🔺 10.8M+ daily transactions — an all-time high🔺 950K active addresses — highest since June 2023🔺 Nearly 30M contracts deployed — and growingMomentum is building across the… pic.twitter.com/ZfN8PfoJqk— Avalanche Foundation 🔺 (@AvalancheFDN) May 12, 2025 Growth for Avalanche has come amid momentum in decentralized finance, gaming, and other ecosystems. Adoption momentum has seen nearly 30 million contracts deployed. Interestingly, Avalanche is seeing notable traction ahead of its highly anticipated Avalanche Summit in London. The rate of growth, alongside key partnerships, means milestones such as the above “will look minuscule in time,” Ava Labs founder and chief executive officer Emin Gün Sirer said via a post on X. You might also like:Bitget and Avalanche join forces to bolster web3 growth in India Avalanche price gaining momentum Avalanche price recently broke higher after buyers managed to take out bears near the key resistance level of $23. The gains above this zone align with a broader acceleration of upside momentum for cryptocurrencies in the past week, with AVAX price up more than 30% in this period at the time of writing. Notably, the dip in downside pressure for AVAX, in place since February, comes as crypto reacts to macroeconomic tailwinds. Avalanche gains as Bitcoin (BTC) spikes to above $105k on risk assets strength following a major U.S.-China trade agreement. The deal, reached after a meeting in Switzerland over the weekend, had stocks surging with the Dow opening more than 1,000 points higher on Monday. Strong buyer momentum pushed most coins up and analysts see a potential continuation.  Aurelie Barthere, Principal Research analyst at Nansen, expressed such a bullish take in comments shared with crypto.news. In his opinion, altcoins, equities, and the U.S. dollar are poised for upward movement. “Bitcoin has been the clear outperformer so far, largely because it remains insulated from tariff-related risks while also benefiting from its own powerful catalysts, including the reserve asset narrative and continued institutional accumulation, led by Saylor and other corporate buyers. However, following the latest Bessent and Greer announcements, I expect altcoins, US equities, and the US dollar, which all underperformed sharply in Q1, to begin catching up as the broader risk environment improves,” Barthere noted. Avalanche hit its all-time high above $146 in November 2021. Read more:Dow soars 1,000 points as markets cheer U.S.-China trade deal

Google is bringing zero-knowledge proofs to Google Wallet, allowing users to verify their age on websites without revealing personal details like birthdates.  The privacy-enhancing feature marks a major step in making cryptographic identity tools more accessible—and more invisible—for everyday users. “When tech giants like Google start seamlessly integrating Zero-Knowledge Proofs into their apps, it’s a clear signal that privacy-driven innovations are becoming mainstream,” said Rob Viglione, co-founder of Horizen Labs, in a note to crypto.news. “The next frontier for our industry is building compliant privacy solutions that offer greater protection without burdening regulators.” You might also like:Stocks continue to recover from ‘Liberation Day’ selloffs, S&P 500 on track for major winning streak Age thresholds for online purchases Google said ZKPs will power a new form of private age verification through its Digital Credential API.  The implementation will allow users to prove they meet age thresholds for services like Bumble and online alcohol purchases, without disclosing anything beyond that fact. “We’re developing a system that not only verifies age, but does it in a way that protects your privacy,” Google announced in its blog post. “There is no way to link the age back to your identity.” Viglione called this shift long overdue. “Privacy shouldn’t be a luxury or an afterthought—it should be a default,” he said. “It’s exciting to see leading companies recognize that.” As part of the update, Google also plans to open source its ZKP technology, aiming to help other wallets and services adopt privacy-preserving features. The new functionality is rolling out alongside an expansion of digital IDs in more U.S. states, the U.K., and 50 additional countries. You might also like:Trump adviser hints China tariffs could drop ‘within weeks’ as Bitcoin rallies

数字资产投资产品在上周净流入超过 6.44 亿美元后，结束了连续五周的资金流出。 欧洲领先的数字资产投资公司 CoinShares 表示，随着加密货币市场重新出现乐观情绪，比特币（BTC）引领了这一转变。 根据 CoinShares 于 3 月 24 日发布的周报，加密货币交易所交易基金市场每周流入资金超过 6.44 亿美元，结束了连续五周的资金流出。这份报告与美国现货交易所交易基金市场的前景一致，随着比特币价格上涨，投资者对加密货币交易所交易基金的需求出现了新一轮增长。 SoSoValue 的数据显示，美国现货 ETF 市场，2025 年 3 月 14 日至 3 月 21 日期间，比特币现货 ETF 连续六个交易日出现资金流入。上周五，只有 Grayscale 的 GBTC 出现资金流出，而贝莱德则录得近 1.05 亿美元的净流入。 Commenting on the shift in sentiment, James Butterfill, head of research at CoinShares, said: “Total assets under management have risen by 6.3% from their low point on March 10th. Notably, every day last week recorded inflows, following a 17-day consecutive run of outflows—signalling a decisive shift in sentiment toward the asset class.” You might also like:Michael Saylor 的策略收购了 6,911 个比特币，目前持有超过 506,000 个 BTC CoinShares 报告涵盖了全球主要提供商发行的 ETP 的表现，报告指出数字资产投资产品在五周内流出超过 64 亿美元。其中包括与比特币、以太坊 (ETH)、XRP (XRP) 和 Solana (SOL) 等加密货币相关的投资产品连续 17 天流出。 然而，随着比特币上周从 80,000 美元以下恢复上涨势头，该行业开始反弹。总体而言，机构投资者向比特币相关产品投入了超过 7.24 亿美元。连续五周的资金流出导致投资者从与比特币相关的投资产品中撤出了超过 54 亿美元。 XRP 和 Solana 投资产品分别流入 670 万美元和 640 万美元。 与此同时，在 2000 美元附近面临下行压力的以太坊，流出资金达 8600 万美元。比特币空头投资产品也出现 710 万美元的流出，连续第三周出现这种走势，预示着看涨趋势的转变。 Read more:21Shares 在纳斯达克斯德哥尔摩交易所上架了三种新的加密货币 ETP