Bitwise 向美国证券交易委员会（SEC）更新了其现货 Avalanche ETF 的申请文件，这一修订将 Avalanche ETF 的代码变更为 BAVA，并将赞助费费率设定为 0.34%，目前在同类产品中最低。相比之下，VanEck 的 Avalanche ETF 费率为 0.40%，灰度的则为 0.50%。更新版 S-1 申请文件还表示，将允许该信托在 Avalanche 的权益证明网络上质押其持有的多达 70%的 AVAX，以赚取额外的代币。不过发行方考虑将收益产生的 12%作为费用扣除，其余部分则分配给股东。由于竞争对手尚未开展质押业务，目前他们的费用仅限于赞助费。Bitwise 还针对首批 5 亿美元资产在第一个月提供全额费用减免，旨在将 BAVA 定位为传统投资者获取 Avalanche 敞口和质押收入的成本最低的方式。（CoinDesk）

欧洲最大的资产管理公司 Amundi 推出了其首个用于欧元货币市场基金的代币化份额类别。该基金现在以混合结构提供，允许投资者在传统版本和基于区块链的新版本之间进行选择。首笔交易已于 11 月 4 日在以太坊网络上记录。此次产品推出是与欧洲资产服务集团 CACEIS 合作完成的，该集团提供了代币化基础设施、投资者钱包以及用于处理申购与赎回的数字化订单系统。据两家公司表示，将基金代币化能简化订单处理流程、拓宽新的投资者渠道，并实现 24/7 全天候交易。（Cointelegraph）

Balancer 协议社区的两名成员于周四提交了一项提案，概述了一部分从该协议 11 月发生的 1.16 亿美元攻击事件中追回资金的分配计划。在这起 1.16 亿美元盗窃事件中，大约 2800 万美元已由白帽黑客、内部救援人员以及以太坊流动质押平台 StakeWise 追回。不过，该提案仅涉及由白帽黑客和内部救援团队追回的 800 万美元，至于 StakeWise 追回的近 2000 万美元，将会单独分配给其用户。（Cointelegraph）

Circle,稳定币,Circle 欲吞韩国支付？韩国爆发“稳定币保卫战”：银行和游戏巨头联手捍卫韩元 金色财经,传统的“去美元化”叙事，正在链上世界重演。

According to Odaily, Lookonchain monitoring has revealed that the Bitwise BSOL Solana ETF has increased its holdings by 93,167 SOL within the past hour. This acquisition is valued at $13.15 million.

据 Lookonchain 监测，Bitwise BSOL Solana ETF 于过去 1 小时内增持 93,167 枚 SOL，价值 1315 万美元。

Bitcoin mining faces record competition as solo and hobbyist miners stage a comeback using new mining strategies. source: https://cointelegraph.com/news/13-years-bitcoin-first-halving-state-of-mining-2025?utm_source=rss_feed&utm_medium=rss%3F_dc%3D1764338291628%26ttl%3D0%26sid%3D08134735d5626982%26cachebust%3Dtrue&utm_campaign=rss_partner_inbound

According to ChainCatcher, data from DefiLlama indicates that the total market capitalization of stablecoins has reversed its downward trend over the past week. The circulating market value is now reported at $305.578 billion, marking an increase of 0.8%. USDC has been identified as the primary contributor to this growth, with its circulating market value rising by 3.31% over the past week.

null source: https://x.com/BTC_Archive/status/1994404354267226119

芝商所（CME）：目前芝商所有市场均已开放并恢复交易。(金十)

Bitcoin’s rebound from last week’s multi-month low is losing steam near the $92,000 mark, but analysts say the short-term trend still favors the upside — if buyers can regain key levels and restore market participation.Bitcoin is trading around $91,400, consolidating within a narrow band after climbing more than 13% from its $80,000 bottom.Bitcoin Must Reclaim $94K–$95K to Flip the TrendBTC has spent the past several days in a tight range between $90,300 and $92,000, according to TradingView data.Swissblock, a private wealth manager, says the real breakdown began when Bitcoin lost its yearly open at $93,300, calling it a “true trend shift.”The firm now identifies two critical zones:• Defensive zone: $83,000–$85,000BTC must hold this area to prevent a deeper correction.• Reversal zone: $94,000–$95,000Only a clean reclaim of this range would flip the trend bullish again.Glassnode’s cost-basis heatmap reinforces this view. Roughly 500,000 BTC were accumulated between $93,000 and $96,000, forming a dense supply cluster that must be absorbed before Bitcoin can regain momentum.The next major barrier sits between $100,000 and $108,000, where new buyers from the last peak are likely to sell into strength.Glassnode summarized the setup:“Breaking above the top-buyers’ supply clusters is a key prerequisite for regaining momentum toward a new all-time high.”Spot Volume Weakens as Transfer Activity Falls 20%Price alone is not the obstacle. Participation is.Bitcoin’s on-chain transfer volume declined nearly 20% this week to $87 billion (7-day MA), showing weaker economic activity on the network.Spot exchange trading volume has fallen to $12.8 billion, well below the surges that historically accompanied breakout rallies.Notably, BTC’s push back above $91,000 happened without a corresponding rise in spot activity, signaling reduced investor appetite and limited speculative energy.This divergence suggests Bitcoin lacks the trading momentum required to clear the $92,000–$95,000 resistance band.CVD Signals Early Signs of RecoveryDespite sluggish spot volume, market structure may be shifting.Glassnode data shows that Bitcoin’s taker cumulative volume delta (CVD) — an indicator of aggressive buying vs. selling — has moved back toward neutral after spending weeks in negative territory.If CVD turns decisively buyer-dominant, analysts expect a recovery phase similar to May–July, when BTC climbed 32% to its former all-time high of $123,000.What Bitcoin Must Do NextFor Bitcoin to avoid another sharp drawdown and re-establish a path toward six-figure prices, three conditions must align:Reclaim $94,000–$95,000 to confirm a trend reversal.Break $97,000–$98,000, which traders see as the first true confirmation zone.Witness a decisive return of spot market volume supporting a move to $100,000.Until then, Bitcoin remains range-bound and vulnerable to renewed selling pressure.

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Dunamu、Naver Financial 昨日刚宣布合并计划，今日 Upbit 资产即被盗，特别是在考虑寻求纳斯达克 IPO 的敏感时期，无疑对其拓展计划构成挑战。

人类历史的至暗时刻，往往是技术的「进攻优势」＞「防御优势」，d/acc 正是要扭转这一失衡。

今日晚间推荐阅读：1.为何传统金融衍生品交易都将永续合约化？；2.Vitalik力挺的两个应用是何来头？隐私通信是下个风口吗；3.为何现在的新公链从一诞生就伴随着骂声？；

稳定币,稳定币收益的崩塌 金色财经,轻松赚取加密货币收益的时代真的结束了吗？

South Korea is tightening crypto rules by extending the Travel Rule to smaller transactions of 1 million won (around US$680). Exchanges and users will face stricter reporting and checks to stop illegal activity and improve market oversight.

加密货币,代币经济,非上市公司股权代币化：万亿级「围城」 与被永续合约抢走的注意力 金色财经,股权代币化如何打破非上市公司股权的机构垄断围墙？

今年早些时候，Movement 基金会旗下代币 MOVE 在做市商抛售 3800 万美元后暴跌近 20%，导致散户投资者深度套牢。

“Uptober” 在比特币刷新历史新高的推动下强势开局。