市场周报：特朗普就任，比特币创新高

2025 年 1 月 24 日

宏观/传统金融

• 本周早些时候，比特币创下历史新高，超过 10.9 万美元，随后在唐纳德·特朗普总统就职典礼后回落。

• 唐纳德·特朗普签署行政命令，成立“总统数字资产市场工作组”，起草数字资产联邦监管框架，评估稳定币，并探索“战略性国家数字资产储备”。

• 怀俄明州和马萨诸塞州的立法者已提出法案，允许州投资比特币（BTC），这使得提出类似提案的美国州总数达到八个。

• Wintermute 报告称，2024 年通过场外交易的机构加密货币交易激增 240%，并指出 TradFi 机构对 memecoin 的偏好日益增加。

• 本周早些时候，美国证券交易委员会委员马克·乌耶达 (Mark Uyeda) 被任命为金融监管机构代理主席，任期至 2026 年 6 月 5 日，届时常任主席保罗·阿特金斯 (Paul Atkins) 将上任。乌耶达已经成立了一个“加密工作组”，旨在为加密资产创建一个全面而明确的监管框架。

• 卡罗琳·范被任命为唐纳德·特朗普领导下的 CFTC 代理主席。作为委员，她曾在金融监管机构任职期间倡导监管数字资产。

• 美国银行首席执行官布莱恩·莫伊尼汉在接受 CNBC 采访时表示，美国银行对采用加密货币支付持开放态度，但强调许多 TradFi 机构在向前迈进之前需要明确的监管。

• MicroStrategy 以每比特币 101,191 美元的平均价格又收购了 11,000 个 BTC，价值 11 亿美元。

加密

L1/L2：

• 以太坊开发人员暂定于 2025 年 3 月推出 Pectra 升级的第一阶段，其中包括对账户抽象、验证器质押和存款/退出机制的改进，以提高效率和可用性。

• Vitalik Buterin 透露，以太坊基金会领导层将进行“重大变革”，重点是改善沟通和开发人员支持，同时保留其核心使命。

• Telegram 选择开放网络 (TON) 作为其独家区块链合作伙伴，使 TON 成为小程序唯一支持的网络，并使 Toncoin 成为应用内购买的唯一代币。

DeFi：

• 本周早些时候，作为“Jupuary”空投的一部分，Jupiter 向 Solana 上的 200 万个合格钱包分发了近 7 亿个 JUP 代币。

• 本周，Hyperliquid 的每日交易量创下了超过 220 亿美元的历史新高，这得益于最近与美国总统唐纳德·特朗普和第一夫人梅拉尼娅·特朗普相关的 memecoin 的上市。

其他的：

• 币安透露，2022 年至 2024 年期间，用户通过点对点汇款转账 260 亿美元，节省了 17.5 亿美元的费用。

• Circle has acquired Hashnote, the issuer of U.S. Yield Coin (USYC), a tokenized real-world asset (RWA) fund. The Jan. 21 announcement highlighted that this acquisition positions USYC as a preferred yield-bearing collateral in crypto markets.

• LINE NEXT, the Web3 arm of Asia’s leading messaging app, launched its first batch of Telegram-style dApps, accessible through LINE Messenger, to drive large-scale Web3 adoption in Asia.

Latest Binance Research Publications

Check out our latest publications:

• Full-Year 2024 & Themes for 2025

• Monthly Market Insights - January 2025

• Navigating Crypto: Industry Map

That’s a wrap!

Binance Research

About Binance Research: Binance Research is the research arm of Binance, the world's leading cryptocurrency exchange. The team is committed to delivering objective, independent, and comprehensive analysis and aims to be the thought leader in the crypto space. Our analysts publish insightful thought pieces regularly on topics related but not limited to, the crypto ecosystem, blockchain technologies, and the latest market themes.

General Disclosure: This material is prepared by Binance Research and is not intended to be relied upon as a forecast or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities, cryptocurrencies or to adopt any investment strategy. The use of terminology and the views expressed are intended to promote understanding and the responsible development of the sector and should not be interpreted as definitive legal views or those of Binance. The opinions expressed are as of the date shown above and are the opinions of the writer, they may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Binance Research to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by Binance. This material may contain ’forward looking’ information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. This material is intended for information purposes only and does not constitute investment advice or an offer or solicitation to purchase or sell in any securities, cryptocurrencies or any investment strategy nor shall any securities or cryptocurrency be offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction. Investment involves risks.

标签：市场 市场