美国白宫：9 月份劳工统计局数据将在政府重新开放后发布。(金十)

Polymarket has quietly started beta testing its US exchange, onboarding select users and matching live trades ahead of a wider relaunch. source: https://cryptonews.com/news/polymarket-enters-us-limited-beta-rollout/

Japanese exchanges consider stricter regulations on digital asset fund management amid increasing concerns of cryptocurrency hoarding. source: https://coincu.com/news/japanese-crypto-regulations/

According to Foresight News, Japanese exchanges are investigating strategies to curb corporate accumulation of cryptocurrencies. The exchanges are considering various options, such as stricter application of reverse merger regulations and mandating new audits for companies. These measures aim to address concerns over the growing trend of businesses stockpiling digital assets.

According to Cointelegraph, the cryptocurrency market may experience an "unexpected November rally" as traders exhibit increasing fear, potentially leading to a shift of assets from weaker holders to long-term investors. Social media discussions about Bitcoin (BTC) are evenly divided between optimistic and pessimistic views, while Ether (ETH) shows slightly more bullish sentiment. However, XRP (XRP) is facing one of the most "fearful moments of 2025," with less than half of social media comments expressing optimism. The overall sentiment in the crypto market remains apprehensive, influenced by various macroeconomic factors. Analysts suggest that traders are moving towards assets with clearer exposure to economic policies and credit flows, especially as the end of the U.S. Government shutdown approaches. The Crypto Fear & Greed Index, which measures market sentiment, recorded a score of 15 out of 100 on Thursday, indicating "extreme fear," the lowest level since February. Joe Consorti, head of Bitcoin growth at Horizon, noted that the current sentiment mirrors that of 2022 when Bitcoin was valued around $18,000, referencing data from Glassnode. Despite the prevailing negative sentiment, Santiment suggests that this could be "welcomed news for the patient," potentially fueling an "unexpected November rally." The presence of diamond-handed holders ready to acquire assets sold by weaker hands could lead to a market rebound. Santiment emphasized that when the crowd becomes negative on major crypto assets, it signals a potential point of capitulation. Once retail investors sell off, key stakeholders often purchase the dropped coins, leading to price increases. Samson Mow, founder of Bitcoin technology infrastructure company Jan3, shared a similar perspective, asserting that the Bitcoin bull run has yet to commence. He believes that "newish buyers" are primarily responsible for selling, while traders with long-term holding strategies are using the opportunity to accumulate more crypto. Mow argues that the selling pressure originates from individuals who acquired Bitcoin in the last 12 to 18 months and are taking profits due to concerns about a potential peak in the cycle. He describes these sellers as speculators rather than principled Bitcoin buyers, noting that this cohort is diminishing as HODLers with conviction acquire their coins. Mow remains optimistic about the future, suggesting that 2026 will be a promising year for the crypto market.

According to Cointelegraph, institutional interest in crypto technology, particularly tokenization, remains strong despite the volatile price movements of Bitcoin. Thomas Cowan, head of tokenization at Galaxy, shared insights at The Bridge conference in New York City, highlighting a notable shift in focus from Bitcoin's price to the broader benefits of blockchain technology. Cowan explained that there has been a discernible separation between the interest in tokenization and Bitcoin's price over recent months. Historically, as Bitcoin and other cryptocurrencies surged, traditional financial institutions expanded their crypto and tokenization teams. However, when prices fell, these teams often downsized. Cowan believes the industry is reaching a point where the advantages of blockchain technology in moving and storing traditional financial assets are recognized independently of Bitcoin's price. The growth of tokenization, where assets like oil or bonds are digitally represented on a blockchain, has accelerated over the past year. This expansion is partly attributed to the Trump administration's regulatory easing on cryptocurrency, which has sparked interest from major traditional finance companies. Despite Bitcoin's price fluctuations, which saw it peak at over $126,000 in early October before declining to around $102,000, the focus on tokenization remains steadfast. Cowan expressed optimism for the coming year, hoping the industry will effectively demonstrate to institutions that tokenization offers a superior, faster, and more cost-effective method for managing financial assets. He emphasized the importance of showcasing the clear benefits of this technology to ensure its recognition as a durable, long-term trend. Stablecoins, which have gained popularity following new U.S. regulations, represent a significant crypto use case. Cowan noted that tokenized money market funds, investing in assets like government bonds, are also attracting increasing institutional interest. As capital moves onchain, investors seek the risk-free rate they miss when holding stablecoins, making the transition from stablecoins to money market funds a logical progression. Cowan believes the industry is approaching a pivotal moment where the transformative potential of blockchain technology will be evident to major financial companies previously hesitant to engage. He urged these institutions to invest now, predicting significant developments in the next few years.

美国国会众议院表决通过联邦政府临时拨款法案，为结束美国史上最长政府“停摆”迈出决定性一步。停摆结束后政府将面临漫长的重启过程，恢复正常可能需要数天甚至一周以上。

Crypto market sentiment remains fearful as the broader market continues to slump, but that could be a good thing, as weak hands sell off, Santiment argued. source: https://cointelegraph.com/news/crypto-fear-sentiment-bitcoin-ethereum-xrp?utm_source=rss_feed&utm_medium=rss%3Fvfff%3D1763001266%26rand%3Dx4otv_1763001266123%26cb%3Dlmfdiz%26_t%3D1763001266123&utm_campaign=rss_partner_inbound

يعود كبار المستثمرين بهدوء إلى DeFi. تُظهر البيانات الجديدة على السلسلة أن عمليات شراء الحيتان عبر العديد من العملات الرقمية الرئيسية قد ارتفعت في الأسابيع الأخيرة. ارتفعت بعض الحيازات بأكثر من 60%. وغالبًا ما يشير هذا النوع من النشاط إلى تزايد الثقة في السوق التي كانت هادئة لعدة أشهر source: https://www.thecoinrepublic.com/ar/2025/11/12/%d8%aa%d8%b1%d8%a7%d9%83%d9%85%d8%a7%d8%aa-defi-whale-%d8%aa%d9%82%d9%81%d8%b2-%d8%a8%d9%86%d8%b3%d8%a8%d8%a9-60-%d9%85%d8%b9-%d8%b9%d9%88%d8%af%d8%a9-%d9%83%d8%a8%d8%a7%d8%b1-%d8%a7%d9%84%d9%85%d8%b3/

PIEVERSE/USDT 即将正式上线 BitMart 盘前现货交易市场。交易对：PIEVERSE/USDT交易开始时间：2025/11/13 15:00 PM UTC+8铸造开始时间：2025/11/12 15:00 PM UTC+8Pieverse 是一个原生于代理的、符合规范的支付堆栈，为 Web3 构建基础支付基础设施。我们利用 x402b 实现可审计、无 gas 费用的支付，并通过链上发票、收据和支票为价值添加时间戳。

Bitget 研究院首席分析师 Ryan Lee 在最新市场观点中表示，稳定币供应扩张与 ETF 净流入正持续吸引传统金融资本入场，已成为当前加密市场的主要驱动力。他指出，更关键的是，这一轮资金流入呈现出可持续而非投机性，显示出市场正迈向更成熟的发展阶段。12 月将成关键宏观窗口期，政府停摆结束和利率调整政策将为市场定调。此外，在 Bitget 近期举办的直播中，多位嘉宾也分享了他们对市场的最新判断。嘉宾 “王不爱 ”表示，美国政府停摆预计将在短期内结束，这将增强市场信心并推动资金回流。他指出，本轮周期的宏观走势可参考特朗普第一任期的情形，政府停摆结束后，美国经历了量化宽松与美联储降息，市场流动性显著提升。鉴于特朗普明年中期选举在即，他为巩固选票，势必会采取措施刺激美国经济。嘉宾 “币毒 ”指出，近期链上流动性错配加剧，主流借贷池的利用率普遍逼近上限。中期来看，投资者可适度布局被错杀的高质量 DeFi 协议。 此外，可重点关注 BTC、ETH、SOL 等主流公链，以及 AI、Memecoin 等热门题材的短线反弹潜力。 总体而言，市场仍处于“流动性防御 + 情绪博弈”阶段，趋势性行情尚未确立。当前策略重心应放在保留流动性、规避系统性风险，并耐心等待信任重建与主线趋势的确认。嘉宾 “30 已退休 ”则认为，从大周期来看，当前市场正处于牛熊转换阶段。短线而言，行情依然以反弹走势为主，主要受美国政府恢复运作的信心提振，以及降息周期预期叠加等利好推动。 他补充指出，自己常用的趋势判断方法是观察 MACD 指标的变化，以此研判市场方向

美国SEC主席Paul Atkins最新讲话阐述了其加密“代币分类法”计划，用以明确区分哪些加密货币属于证券。他表示分类法将以豪威测试为基础，代币化证券仍将被视为证券。

特朗普关税红利承诺体现了其民粹经济愿景，旨在将贸易保护主义转化为民众福祉。但数据揭示的差距——收入不足、债务高企、通胀隐患——表明执行难度极高。

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World Liberty Financial（WLFI）与 AB 公链宣布达成合作，USD1 已正式在 AB 公链完成部署工作。

World Liberty Financial (WLFI) and AB Chain announced a collaboration under which USD1 has been deployed on AB Chain.

本文旨在探讨以太坊从「世界计算机」向「文明根基」演进的理论上限。

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