MicroStrategy 创始人 Michael Saylor 在 X 平台发文宣布，11 月 MicroStrategy 筹集 135 亿美元，并以约 90,231 美元的价格收购了 149,880 BTC，BTC 收益率为 38.7%，为股东带来 97,500 枚 BTC 的净收益（即每天 3250 BTC），如果按照 96,000 美元价格计算，相当于 94 亿美元，即每天 3.12 亿美元。

QCP Capital 最新分析指出，2021 年以来的老牌加密货币近两周迎来显著上涨行情。XRP 突破 2021 年 2 美元历史高点，自 11 月以来暴涨 400%至 2.90 美元。同期，ADA、HBAR 和 XLM 等资深项目也分别录得 300%、800%和 600%的涨幅，展现出传统加密资产的强劲势头。 此轮上涨主要受两大因素推动：首先是特朗普在 11 月提出取消美国公司发行加密货币资本利得税的提议；其次是潜在的亲加密货币内阁人选。据悉，现任 Cantor Fitzgerald CEO Howard Lutnick 可能出任商务部长，其公司目前正与 Tether 进行合作谈判。同时，SEC 主席职位可能由亲加密货币的 Paul Atkins 接替现任主席 Gary Gensler。 尽管韩国实施戒严法一度导致比特币下跌至 93500 美元，但市场随后的快速反弹显示当前买盘力量强劲。报告指出，虽然通胀担忧已将 2025 年美联储降息预期压缩至三次，且特朗普对中国、墨西哥、加拿大和金砖国家的地缘政治风险仍存，但加密货币市场仍有望继续上行。 分析师认为，在特朗普团队可能推出的加密友好政策和机构投资者持续入场的推动下，比特币突破 10 万美元、以太坊创历史新高的目标正从梦想转为现实。建议投资者关注市场强势态势，把握投资机会。

据官方消息，Mantle TVL 突破 21.6 亿美元，创历史新高

According to Odaily, JPMorgan analysts have identified Bitcoin, the US dollar, and stocks as the most vulnerable asset classes from an investor positioning perspective. The report highlights that positions in these assets appear to be increasing as investors bet on their potential rise. In contrast, bond and credit positions are nearing neutrality, while positions in commodities, excluding gold, are on the decline. This analysis suggests that as we approach 2025, stocks, the dollar, and Bitcoin are considered the most susceptible asset classes. Conversely, non-gold commodities are seen as less vulnerable. The report underscores the shifting dynamics in investor strategies, reflecting a cautious approach towards certain asset classes while adjusting positions in others. This trend indicates a broader market sentiment that could influence investment decisions in the coming years.

Raoul Pal, a former Goldman Sachs executive, is growing optimistic about Dogecoin (DOGE) following the impressive performance of XRP, which has surged more than 5x in the past month. The post Dogecoin Set for Big Gains, Says Ex-Goldman Sachs Exec appeared first on Cryptodnes. source: https://cryptodnes.bg/en/dogecoin-set-for-big-gains-says-ex-goldman-sachs-exec/

摩根大通分析师在一份报告中称，从投资者仓位的角度来看，比特币、美元和股票是最脆弱的资产类别。比特币、美元和股票的头寸看起来在增加，因为投资者押注这些资产将上涨。在其他领域，债券和信贷头寸接近中性，而不包括黄金在内的大宗商品头寸则在减少。“因此，从仓位的角度来看，进入 2025 年，最脆弱的资产类别是股票、美元和比特币，而相反面是非黄金类大宗商品。”

Bybit 今日宣布，Hyperliquid 永续合约（HYPEUSDT）即将上线。使用 Bybit Futures 买入 HYPEUSDT 合约，可享受高达 5 倍杠杆。目前距竞价开始还有约 23 小时。 Hyperliquid 是构建于 HyperBFT 共识的区块链，以低费用、高杠杆及高透明度为卖点。数据显示，Hyperliquid 现有超过 24 万用户，每秒可处理约 20 万宗交易。 关键信息： 竞价开始时间：2024 年 12 月 5 日中午 12 点（UTC） 杠杆比例：高达 5 倍 预计开盘价（以 12 月 4 日数据为准）：12 USDT

Pantera Capital, a leading hedge fund and venture capital firm in the cryptocurrency space, has secured $20 million to invest in Toncoin, the cryptocurrency linked to the Telegram Open Network (CRYPTO: source: https://www.benzinga.com/markets/cryptocurrency/24/12/42312553/telegram-related-ton-crypto-secures-20-million-raise-from-pantera-capital-down-13-from-all?utm_source=cryptopanic.com&utm_campaign=partner_feed&utm_medium=partner_feed&utm_content=site

OKX 行情显示，WOO 突破 0.36 USDT，现报 0.361 USDT，24H 涨幅 9.79%。

A widely followed cryptocurrency analyst and trader believes the top is not yet in for one red-hot large-cap altcoin. The analyst pseudonymously known as Credible Crypto tells his 443,500 followers on the social media platform X that payments-focused crypto asset XRP could surge more than 65% from its current value. Credible Crypto practices the Elliott […] The post ‘Start of a Larger Move’:... source: https://dailyhodl.com/2024/12/04/start-of-a-larger-move-analyst-predicts-new-all-time-high-rally-for-xrp-into-pure-mania-heres-his-target/

为什么Crypto AI对投资者和建设者来说是当今最令人兴奋的弱者机会。

比特币作为去中心化和安全的区块链网络，其核心价值在大众心目中是“数字黄金”式的价值存储。然而，这可能是其潜力的“冰山一角”。

Messari,polymarket,Messari：美国大选后Polymarket的韧性 金色财经,Polymarket的旅程远未结束

对于 Web2 和 Web3 世界来说，这将是本十年最重要的技术浪潮。

毫无疑问，美国资本正在逐步掌控加密市场，去中心化的加密乌托邦正在慢慢妥协。

South Korea's political crisis, sparked by President Yoon Suk Yeol's martial law declaration and impeachment calls, is disrupting key tech initiatives, including the AI Basic Act and national AI strategy. This uncertainty threatens the country’s ability to lead in AI, attract global investment, and advance crucial technological reforms.

CZ’s recent Toy Story meme has sparked speculation about Binance’s future, with many linking it to potential BNB institutional adoption or a BNB-based ETF. Meanwhile, BNB’s price surged to a new all-time high of $776.80, reflecting its growing market influence as altcoins, including BNB, gain momentum.

12月3日晚间，韩国加密市场15分钟走完1个月牛市，抄底了吗！

DeFi,流动性,DeFi 内卷破局之道：流动性共享 金色财经,当没有流动性战争，DeFi 世界将会怎样？

本文将从生产力发展、生产关系协调、模型训练成本、激励机制等多个角度，分析Web3与AI 结合的潜力和当前限制，并探讨AI Agent如何迈向更广泛的AI经济体。