以太坊逆袭，重夺 USDT 霸主地位——每周市场亮点

2024 年 11 月 29 日

宏观/传统金融

• 巴西国会新提出的一项法案旨在建立主权联邦比特币储备。该储备旨在缓解货币波动和地缘政治风险，同时还可能作为该国即将推出的 CBDC Real Digital (Drex) 的抵押品。

• Michael Saylor 的 MicroStrategy 进行了大规模比特币购买，在过去一周内以 54 亿美元的价格收购了 55,500 BTC，使其总持有量达到近 380 亿美元。

• 比特币矿工 MARA 增加了 6,474 个 BTC，价值 6.15 亿美元，使其持有量增加至 34,794 个 BTC，价值 33 亿美元——是公共矿工中最大的。

• Bitwise 已提交 S-1 注册，用于现货 ETF 提供对 BTC 和 ETH 的平衡投资，旨在让投资者能够轻松投资这两种最大的加密货币。

• VanEck 已延长其 HODL 现货 BTC ETF 的费用减免期限，涵盖前 25 亿美元资产或至 2026 年 1 月 10 日（以先到者为准）。

• WisdomTree 已成为最新一家瞄准 XRP ETF 的公司，并已迈出在特拉华州申请信托实体的初步步伐。

加密

L1/L2：

• 近几周，以太坊网络上的 USDT 供应量激增 10%，两年来首次从 Tron 手中夺回了 USDT 的主导地位。

DeFi：

• Ondo Finance 已与 LayerZero 合作，使其 USDY 收益币在多个区块链网络中完全可互换。

• Hyperliquid 是一个去中心化交易平台和 Layer 1 链，它推出了 HYPE 代币，通过社区空投分发了 10 亿供应量的 31%。剩余供应量用于发行、奖励、核心贡献者和支持运营。

• Phantom 钱包通过增加对以太坊第 2 层网络 Base 的支持继续进行多链扩展。

• MetaMask 通过与 Venmo 整合扩展了其法定货币入口功能，使美国用户能够直接通过支付应用程序购买加密货币。

稳定币

：

• 由于面临监管障碍以及来自 Circle 的 EURC 等符合 MiCA 标准的竞争对手的竞争，Tether 宣布计划停止其与欧元挂钩的稳定币 EURt。

其他的：

• Binance 推出了 BFUSD，这是一种有奖励的保证金资产，通过 delta 对冲和质押策略产生回报，其 APY 会根据市场情况每天变化。

• Avant 是一种基于 Avalanche 的协议，提供收益产品（类似于 Ethena），在种子轮融资中筹集了 650 万美元，估值为 2500 万美元。

• Tornado Cash 在美国上诉法院取得了重大胜利，由三名法官组成的陪审团裁定财政部对其不可变智能合约的制裁不合法。

• Cookie DAO 推出了 Cookie.fun，这是一个实时跟踪 AI 代理在区块链活动和社交媒体上的表现的平台，为投资者提供对链上和市场指标的洞察。

Latest Binance Research Publications

Check out our latest publications:

• The Fed, Interest Rates, and the Economy: A Primer

• Exploring the Future of AI Agents in Crypto

• Monthly Market Insights - November 2024

That’s a wrap!

Binance Research

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