美国银行表示，美联储 10 月份缩减资产负债表的风险上升。研究机构 Wrightson ICAP 经济学家指出，回购市场显现的资金压力迹象，可能促使美联储在下周的利率决议上宣布不再继续缩减其持债规模。美联储主席鲍威尔在本月初的讲话中已暗示，正在等待合适时机结束缩表，而上周回购市场的轻微波动或将成为关键信号。该机构还预计，美联储将开始购买美债以抵消到期抵押贷款债券，从而维持整体资产负债表规模稳定。总而言之，随着美联储转向中性政策立场，市场短期国债供应量每月或将减少约 200 亿美元。(金十)

Coinglass 数据显示，过去 1 小时全网爆仓 4042.74 万美元，其中多单爆仓 3449.03 万美元，空单爆仓 593.71 万美元。

Sky Protocol 上周已使用 68 万枚 USDS 回购 1125 万枚 SKY，截至目前超过 7900 万枚 USDS 已被用于回购 SKY 代币。

据链上分析师 Ai 姨监测，比特币跌破 11.1 万美元，“10.11 闪崩”前开空获利 1.6 亿美元巨鲸空单加仓至 1100 枚 BTC，价值 1.22 亿美元，最新开仓价 109672.2 美元，目前浮亏 133.3 万美元。

CZ 在 X 平台上发文表示：预测比特币市值终将超越黄金，不知道具体是什么时候。可能需要一些时间，但它会发生。

Coinbase 将上线 Nomina（NOM）永续合约，如果满足流动性条件， NOM-PERP 市场将于 UTC 时间 2025 年 10 月 21 日上午 9:30 或之后在支持交易的地区开放。

OKX 行情数据显示，SOL 跌破 190 USDT，现报 189.91 USDT，24H 跌幅 0.44%。 （本条快讯由AI辅助生成）

OKX 行情数据显示，ETH 跌破 4000 USDT，现报 3994.91 USDT，24H 跌幅收窄至 0.43%。 （本条快讯由AI辅助生成）

OKX 行情显示，BTC 突破 109000 USDT，现报 109008.4 USDT，24H 涨幅 2.19%。 （本条快讯由AI辅助生成）

Key TakeawaysStrategy bought 168 BTC for $18.8 million at an average price of $112,051.The firm now holds 640,418 BTC, worth roughly $71 billion at current prices.Strategy has 59,582 BTC left to reach the 700,000 BTC milestone.MSTR stock fell 21% this month but remains up 50% year-over-year.Michael Saylor’s Strategy has added to its Bitcoin (BTC) reserves again, taking another small step toward holding 700,000 BTC on its balance sheet.According to a disclosure posted on X Monday, the firm purchased 168 BTC for $18.8 million last week at an average price of $112,051 per coin. The buy came during a period of renewed market volatility following the October 10 “Black Friday” crypto crash, which saw Bitcoin briefly dip below $104,000 before rebounding.This latest purchase brings Strategy’s total holdings to 640,418 BTC, acquired for approximately $47.4 billion at an average price of $74,010 per BTC, making it the largest public Bitcoin holder globally.Path to 700,000 BTCStrategy’s recent purchases mark a slower accumulation phase, contrasting sharply with its earlier buying spree in April and May 2025, when it added roughly 25,000 BTC per month.Over the past two months, the company averaged around 5,620 BTC per month in purchases — 7,714 BTC in August and 3,526 BTC in September. At this pace, Strategy could reach its 700,000 BTC goal within 11 months, assuming continued accumulation.The firm’s prior buy, totaling 220 BTC for $27.2 million, came just before Bitcoin hit a new all-time high above $126,000 before retreating to $110,000 during the October market shock.MSTR Stock Declines but Long-Term Gains HoldWhile Strategy continues its accumulation strategy, its Common A stock (MSTR) has pulled back. The stock dropped below $284 last Thursday, extending a 21% decline since October 5, according to TradingView data.Despite the correction, MSTR remains up 50% year-over-year and has gained an astonishing 1,650% over the past five years. The lowest price this year was $238 (April 7), while the highest was $455 (July).Institutional Bitcoin Treasuries ExpandStrategy’s playbook continues to inspire other companies. Metaplanet, a Tokyo-based hotel operator that adopted a Bitcoin treasury strategy in July 2024, currently holds 30,823 BTC ($34.1 billion).However, its market-to-Bitcoin NAV ratio fell below 1.0 last week — dropping to 0.9 — as the firm’s enterprise value slipped beneath its BTC holdings. The company hasn’t announced any new Bitcoin purchases since September 30.

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预测市场正在成为社区讨论的焦点，不过在巨大的光环之下，几大疑问与隐忧也逐渐浮现出来。

今日晚间推荐阅读：1.加密VC“快没了”？未来路在何方？业内人士观点汇总；2.专访Pendle创始人：收益交易帝国之路；3.Galaxy：“Uptober” 还会继续吗？；

在加密货币这件事上，特朗普的小儿子反而成了父亲的启蒙者。

彭博社预计，到 2030 年，全球稳定币每年的支付规模可能超过 50 万亿美元。

链上预测市场爆发，预言机是最好的 infra 相关机会。

萨姆·奥尔特曼（Sam Altman）认为，人工智能已经迈入了一个数字超级智能时代的关键门槛。

比特币矿企“转行”，开始为AI发电，比特币矿企的估值逻辑，正在被彻底重写。

业内人士如何看待加密VC的消亡？币圈VC真的快没了吗？

在10月11日这场极端市场考验中，多个去中心化永续合约交易平台（Perp Dex）出现宕机，其中Lighter因宕机事故最为严重，