据 Onchain Lens 监测，贝莱德近期向 Coinbase 转入 BTC 价值约 2.13 亿美元及 ETH 价值约 7983 万美元，两项资产合计约 2.93 亿美元。此次转账为集中入账，或用于后续资产管理或流动性调配。

OKX 行情显示，GIGGLE 短时跌破 80 美元，现报 78 美元，1 小时内跌幅超 40%。

在香港 Fintech Week 2025 上，美图创始人蔡文胜表示，此前斥资 6.5 亿港元购入天后一整栋商厦并打造 AI-Web3 创业中心，旨在为初创企业提供集中发展的空间。该大厦地处市中心、交通便利，目前已满员入驻 AI 及 Web3 相关企业。蔡文胜称，希望更多房地产商关注这一趋势，为香港创新生态提供支持。他指出，香港具备丰富的人才储备，为未来 AI 与 Web3 初创企业的孵化奠定了坚实基础，并呼吁政府出台更多指引，支持民间与业内力量共同推动产业发展。蔡文胜同时表示，原生加密货币的市值目前约为 4 万亿美元，预计未来十年仍有不少于十倍的增长潜力，即使达到 40 万亿美元的规模，与传统资产相比仍有广阔上升空间

美股上市半导体公司 Sequans Communications（NYSE:SQNS）通过出售 970 枚比特币赎回了约 50%的可转换债券，使公司总债务从 1.89 亿美元降至 9450 万美元。Sequans 目前持有 2264 枚比特币，较此前的 3234 枚减少。按当前市场价格计算，其比特币净资产价值约 2.4 亿美元，债务与净资产价值比从 55%降至 39%。公司 CEO Georges Karam 表示，其比特币配置策略及长期信念保持不变，此次出售为基于市场环境的战术性决策，旨在优化资产负债结构并提升股东价值。据悉，此次债务削减将增强公司此前公布的 ADS 回购计划。Sequans 主要专注于物联网无线 4G/5G 蜂窝技术领域。（Investing）

Key TakeawaysInternet Computer (ICP) surged 38% as a technical breakout and ecosystem upgrades fueled momentumDusk Network (DUSK) gained 24.85%, breaking an 8-month downtrend amid EU regulatory progressPIVX jumped 56% in a privacy coin rally, joining others like ZEC and DASH to defy a broader market downtrend Internet Computer (ICP) Extends Rally on Technical Breakout and UpgradesInternet Computer (ICP) rose 38.74% in 24 hours, climbing to $5.250, fueled by a technical breakout above the $3.70–$3.75 resistance zone. Key indicators, including an RSI of 57.7 and a MACD histogram of +0.152, pointed to strong bullish momentum.Trading volume spiked 65% to $779M, amplifying upward volatility as short liquidations at $3.55 accelerated the move. The breakout above the 7-day SMA ($3.38) attracted both algorithmic traders and retail FOMO, while sustained closes above $4.05 (23.6% Fib) may target the next resistance at $5.42 (127.2% Fib extension).On the fundamentals side, the DFINITY Foundation doubled subnet storage capacity to 94 TiB, enabling larger dApps, while Bitcoin DeFi integrations expanded ICP’s cross-chain utility. With Santiment data ranking ICP’s development activity among the highest in the market, confidence in its AI and DeFi hybrid positioning continues to grow.Key level to watch: Holding above $4.05 would confirm the breakout; a drop below $3.70 may weaken short-term sentiment. Dusk Network (DUSK) Jumps 17% on Regulatory Partnerships and Breakout MomentumDusk Network (DUSK) surged 17.53%, clearing an 8-month descending trendline and retesting its 100-day EMA ($0.0739) as new support. The RSI recovery to 44.07 and bullish MACD divergence suggest the beginning of a trend reversal.Trading volume soared 204.86% to $23.23M, driving a turnover ratio of 0.864, which reflects high liquidity and strong trader conviction. Market participants cite EU regulatory progress and institutional partnerships as catalysts. Dusk’s licensing via NPEX and integration with custodian banks mark important steps toward real-world asset (RWA) tokenization in compliance with MiCA frameworks.The upcoming DuskEVM launch (November 2025) aims to merge privacy and EVM compatibility, potentially accelerating institutional adoption.Key level to watch: Sustained closes above the 100-day EMA ($0.0739) support bullish continuation; failure could lead to a retest of $0.068–$0.07. PIVX Leads Privacy Coin Rally with 56% SurgePIVX outperformed the market with a 56.26% 24-hour gain, driven by a privacy-sector rally that also lifted DASH (+53%) and ZEC (+4.4%). Rising regulatory scrutiny on transparent blockchains and the MiCA compliance framework have revived investor interest in privacy-enhanced digital assets.On the technical front, PIVX broke above $0.28 (23.6% Fibonacci level) and its 7-day SMA ($0.26), supported by a 226% volume spike to $47.3M. The RSI (67.6) shows robust bullish momentum while staying below overbought levels.The broader privacy coin market cap now exceeds $25B, with institutional interest strengthening through products like Grayscale’s Zcash Trust and Railgun’s rising TVL.Key level to watch: Support at $0.35 remains crucial if Bitcoin dominance (59.95%) continues rising. Market Outlook: Selective Rotation into Certain AltcoinsWhile the broader crypto market remains under risk-off pressure, the strong performance of ICP, DUSK, and PIVX highlights selective capital rotation into assets backed by clear catalysts—from technical breakouts and ecosystem growth to regulatory narratives.However, with the CMC Crypto Fear & Greed Index at 27 (fear) and several indicators showing high volatility, traders should watch key support levels and on-chain volume trends to gauge whether this bullish momentum can sustain through the week.

يواصل سهم ستارداست الذي يتداول في السوق الأمريكي من خلال افضل شركات التداول الهبوط مؤخراً وهو ما يجعل فرص الشراء مرتبطة بكسر مستويات المقاومة عند سعر 6. 17 دولار أمريكي، بالإضافة إلي مستوي 7. 68 دولار أمريكي. حيث أنهى سهم ستارداست، (SDST) في بورصة ناسداك، تداولاته اليوم بسعر 4 source: https://www.tradersup.com/%d8%a3%d8%ae%d8%a8%d8%a7%d8%b1-%d8%a5%d9%82%d8%aa%d8%b5%d8%a7%d8%af%d9%8a%d8%a9/%d8%a3%d8%ae%d8%a8%d8%a7%d8%b1-%d8%a3%d8%b3%d9%87%d9%85-%d8%a7%d9%84%d8%aa%d8%af%d8%a7%d9%88%d9%84-%d8%a7%d9%84%d9%8a%d9%88%d9%85/%d9%81%d9%8a-%d8%a7%d9%84%d8%a8%d9%88%d8%b1%d8%b5%d8%a9-%d8%a7%d9%84%d8%a3%d9%85%d8%b1%d9%8a%d9%83%d9%8a%d8%a9-%d9%8a%d9%88%d8%a7%d8%b5%d9%84-%d8%a7%d9%84%d9%87%d8%a8%d9%88%d8%b7-%d9%88%d9%8a%d8%b5/148704

DeFi analysts claim there may be over $285 million in cross-protocol exposure tied to Stream Finance's $93 million loss. source: https://www.theblock.co/post/377491/analysts-map-285m-in-potential-exposure-across-defi-after-stream-finances-93m-loss?utm_source=rss&utm_medium=rss

据研究机构 XWIN 分析，比特币 CEX 储备六周以来首次上升，表明部分投资者正将比特币转回交易所，这通常被视为获利了结或风险规避信号。历史数据显示，该趋势往往预示市场波动加剧，交易者正在采取防御性策略。与此同时，矿工储备已降至 2025 年年中以来最低水平。XWIN 指出，由于能源补贴与税收抵免在政府停摆期间暂缓发放，部分矿工不得不出售比特币以维持运营。此外，稳定币从 CEX 的提现量升至历史高位，反映资金正流向与美元挂钩的避险资产。XWIN 表示，CEX 储备上升、矿工抛压及稳定币外流共同揭示市场流动性收缩、风险偏好下降的格局。目前 “恐惧与贪婪指数 ”已跌至“极度恐惧”区间，接近 2023 年银行业流动性危机时期水平。

Dogecoin (DOGE) has come under heavy selling pressure this week as large holders, or “whales,” began aggressively reducing their exposure. source: https://finbold.com/dogecoin-whales-dump-1-billion-doge-in-a-week-erasing-5-billion/

DeFi platform Stream Finance has halted deposits and withdrawals in response to the loss of $93M of “Stream fund assets. source: https://protos.com/stream-finance-halts-withdrawals-after-93m-loss-xusd-depegs-by-75/

加密市场,VWin策略：降息落地但鹰声未止 市场仍处结构性换手期 金色财经,“流动性名义宽松、实质紧张”

黄金的暴涨，并非单一因素驱动，而是「制度变革、地缘政治、货币超发与储备重构」四大核心因素共同作用的结果。

加密市场,牛市真的要完了吗？ 金色财经,2025年的11月回调，又将迎来怎样的结局？

Brazil is proposing a new tax that would charge 30% on previously undeclared cryptocurrencies to bring hidden assets into the legal system. The law, approved by the lower house, now awaits a Senate vote and could give investors legal protection if they declare their holdings.

加密货币与人工智能的结合，将通过实际用例改变加密市场的运作方式，同时解决人工智能领域的关键问题。

Stream Finance has paused all deposits and withdrawals after an external fund manager caused a $93 million loss. Its stablecoin XUSD dropped sharply below $1, and the platform has hired legal experts to investigate and recover remaining assets.

Denmark, the president of the EU, has just made the decisive decision to drop the "Chat Control" proposal, a plan that would have forced platforms like Telegram, Signal and Whatsapp to scan private messages before encryption.

Hollywood.com and Crypto.com have launched a platform where fans can trade predictions on movies, music, TV shows, and awards. The service is fully regulated in the US, letting users buy and sell contracts based on entertainment events in real time.

这场低调的流动性事件正重塑比特币的持有者结构及其未来稳定性。

CaaS代表着基础设施的变革，让加密货币对终端用户而言变得隐形。