OKX 行情显示，BTC 突破 111000 USDT，现报 111016.5 USDT，24H 涨幅 1.07%。 （本条快讯由AI辅助生成）

据链上分析师 Ai 姨监测，SpaceX 仅间隔三天再次转出 1215 枚 BTC，价值 1.33 亿美元。需要注意的是，三天前转移的价值 2.68 亿美元的 BTC 也暂时没有动静，转出意图尚不明确。

Tom Lee 在周四接受加密货币企业家 Anthony Pompliano 采访时表示： “我确信比特币会出现 50% 的跌幅。股市 25% 的跌幅越来越频繁，过去六年，股市取得了很大进步；我们经历了异常大规模的 25% 跌幅，因此，如果标准普尔指数下跌 20 点，比特币可能会下跌 40 点。”Tom Lee 还表示，比特币已经打破了其典型的四年周期，这表明一个 “更长的周期 ”正在形成。（Cointelegraph）

据官方消息，去中心化 AI 推理网络 DGrid AI 宣布已获得水滴资本（Waterdrip Capital）、IoTeX、 Paramita VC 等机构的种子轮投资支持。DGrid 核心依托 “AI RPC + LLM 推理 + 分布式节点” 架构，致力于打破中心化 AI 平台的垄断格局，为 Web3 生态提供开放、可信且低成本的 AI 能力支撑。融资资金将主要用于节点网络搭建与生态合作伙伴拓展。与此同时，为构建一个真正由社区驱动的去中心化网络，DGrid 官方宣布，其节点预售计划即将正式启动。该计划将允许社区成员通过运营节点的方式提前参与去中心化 AI 网络建设，并分享网络早期的成长红利。具体规则与时间将通过官方渠道公布。DGrid AI 是一个去中心化的 AI 推理网络，为开发者和应用提供低成本、可验证且无需信任中介的 AI 能力。

Bitcoin briefly surged to $112,000 on Friday after softer-than-expected U.S. inflation data boosted risk sentiment and sent the S&P 500 to new all-time highs. However, BTC later reversed gains as traders grappled with thin liquidity and sell-side pressure at the Wall Street open.Key TakeawaysBitcoin hit $112,000 after U.S. CPI data came in below forecasts, but failed to hold gains.S&P 500 set a record high on expectations of continued Federal Reserve rate cuts through 2026.BTC faces resistance at $112,000 and needs to reclaim key support at its 21-day and 55-day EMAs.Market sentiment remains cautious despite optimism in traditional risk assets.U.S. CPI Miss Sparks Risk RallyThe September Consumer Price Index (CPI) report came in cooler than expected, showing both headline and core inflation readings 0.1% below forecasts, hovering near 3%, according to data from the U.S. Bureau of Labor Statistics (BLS).The softer print fueled optimism that the Federal Reserve will continue cutting interest rates through next year.The CME FedWatch Tool now shows traders overwhelmingly pricing in a 0.25% rate cut at the upcoming Oct. 29 FOMC meeting.“This report paves the path for another Fed rate cut next week,” said trading publication The Kobeissi Letter, noting the data release was “a rare exception” during the ongoing government shutdown.Stocks reacted sharply: the S&P 500 hit a fresh all-time high, while analysts from Mosaic Asset Company said looser financial conditions should “support the economy and corporate earnings” heading into 2026.Bitcoin Fails to Follow Stocks HigherDespite the positive macro backdrop, Bitcoin’s gains quickly faded.Data from Cointelegraph Markets Pro and TradingView showed BTC rising to $112,000 before sliding back below $111,000 during U.S. trading hours.Analysts said sell-side pressure and thin order books continue to weigh on short-term sentiment.“$BTC has a thin bid side on perpetuals — it can dump quickly,” trader Exitpump warned on X.Meanwhile, trader Diego White described order book conditions as “heavy,” pointing to new buy-side liquidity clusters forming around $110,000, according to CoinGlass.Key Technical Levels to WatchCubic Analytics founder Caleb Franzen said Bitcoin is currently bouncing off the 200-day EMA, but needs to reclaim and close above the 21-day and 55-day EMAs to confirm a stronger trend reversal.“BTC is rebounding on the 200-day EMA so far, but it needs to break and close above the 21/55-day levels, which acted as resistance during this week’s retest,” Franzen wrote on X.For now, $112,000 remains a major resistance, while the $110,000–$109,000 zone serves as the next line of support.Market OutlookWhile inflation relief and rate-cut expectations have lifted risk assets broadly, crypto traders remain cautious amid low conviction and fading volatility.Bitcoin’s inability to mirror the stock market’s rally highlights ongoing demand-side fragility and liquidity stress in crypto markets.Still, analysts suggest that sustained macro optimism and easier monetary conditions could reignite Bitcoin’s momentum later this quarter — provided BTC defends key support levels above $109,000.

According to Foresight News, data from the Polymarket website indicates that the probability of Alibaba winning the AI trading competition stands at 47%. In contrast, the chances for OpenAI and Google are significantly lower, each at only 2%.

随机性的理论萌芽于赌博，和几何源于希腊先贤天然就矮上三分。

U.S. President Donald Trump is reportedly planning to nominate Michael Selig, senior adviser to SEC Chair Paul Atkins and head counsel for the SEC’s crypto task force, as the next Commodity Futures Trading Commission (CFTC) chair — a move widely seen as favorable for the digital asset industry.Key TakeawaysPresident Donald Trump is expected to nominate Michael Selig as CFTC chair, according to Bloomberg.Selig, a “pro-crypto” policy figure, currently serves as senior adviser and chief counsel to the SEC’s crypto task force.The nomination follows Trump’s decision to withdraw Brian Quintenz’s candidacy in September.The appointment could shift crypto oversight more decisively toward the CFTC under Trump’s Working Group on Digital Assets framework.Selig’s Nomination Marks Shift Toward Pro-Crypto RegulationThe reported nomination comes as Trump’s administration redefines its approach to digital asset regulation.According to Bloomberg, citing an unnamed administration official, Selig is the top candidate for CFTC chair, though no official confirmation has been released.Selig has been described by analysts and crypto community figures as “pro-crypto”, with a track record of supporting digital asset innovation and balanced oversight.As chief counsel for the SEC’s crypto task force, Selig has played a key role in internal policy coordination and enforcement guidance related to token classifications and exchange supervision.CFTC Leadership Race Reignites After Quintenz WithdrawalThe CFTC nomination process stalled in September when former nominee Brian Quintenz, a former CFTC commissioner, faced political headwinds and was ultimately withdrawn.Reports suggest pressure from Gemini co-founders Tyler and Cameron Winklevoss contributed to the reversal.Quintenz, who served at the CFTC from 2017 to 2021, confirmed afterward that he planned to return to the private sector.Trump’s renewed push to fill the CFTC leadership vacancy reflects his broader plan to expand the agency’s jurisdiction over digital assets, potentially balancing regulatory authority between the CFTC and the SEC.Trump’s Working Group Targets Coordinated Crypto OversightSince 2024, Trump has indicated his preference for the CFTC to take a lead role in crypto market regulation, particularly regarding spot Bitcoin and Ethereum products.Under his Working Group on Digital Assets policy framework — outlined in a July 2025 report — both the SEC and CFTC would share oversight responsibilities, aiming to reduce regulatory overlap and streamline market approvals for crypto ETFs and derivatives.Selig’s potential appointment could accelerate this policy alignment and signal greater institutional support for U.S.-based digital asset innovation.

Shares of leading Bitcoin mining companies surged after Jane Street Group, one of the world’s largest trading firms, disclosed new holdings in multiple miners — extending a months-long rally in publicly traded crypto mining stocks.Key TakeawaysJane Street revealed passive stakes of roughly 5% each in Bitfarms, Cipher Mining, and Hut 8.The stocks surged between 8% and 19% following the disclosure.Other Bitcoin miners, including Hive Digital and American Bitcoin Corp., also saw double-digit gains.Bitcoin mining stocks have outperformed BTC in 2025, with some posting over 200% annual gains.Jane Street Discloses New Bitcoin Mining StakesRegulatory filings submitted to the U.S. Securities and Exchange Commission (SEC) on Thursday showed that Jane Street’s trading affiliates hold:5.4% of Bitfarms (BITF),5% of Cipher Mining (CIFR), and5% of Hut 8 (HUT).The firm described these as passive trading positions, rather than activist stakes — but the disclosure was enough to fuel investor optimism across the sector.Mining Stocks Rally on Institutional ConfidenceFollowing the news, crypto mining shares rallied sharply on Thursday and continued higher into Friday’s session.At Friday’s market close:Cipher Mining (CIFR) jumped 19.73%,Hut 8 (HUT) gained 17.27%, andBitfarms (BITF) climbed 10.68%, according to Yahoo Finance data.Other publicly traded miners also advanced:American Bitcoin Corp. rose 11.29%,IREN Limited gained 12.60%, andHive Digital Technologies surged 17.77%.Jane Street’s disclosure follows Google’s recent 5.4% stake acquisition in Cipher Mining on Sept. 25, underscoring growing institutional interest in the Bitcoin mining industry.Bitcoin Miners Outperform Bitcoin in 2025Bitcoin mining remains a core component of the cryptocurrency ecosystem, ensuring network security and transaction validation through computational work.However, the sector’s publicly traded companies have become standout performers this year.Over the past 12 months:Bitfarms has risen 131%,Hut 8 has soared 211%, andBitcoin (BTC) is up 73%, according to Yahoo Finance.The data highlights how Bitcoin mining equities have outpaced BTC itself, as investors increasingly view mining firms as leveraged plays on the broader crypto market.Industry OutlookWith institutional players like Jane Street and Google taking positions in mining companies, analysts expect continued momentum in the sector.Upcoming catalysts include energy efficiency upgrades, AI-computing integrations, and potential regulatory clarity in the U.S. energy and infrastructure sectors.

值得注意的是，在加密市场震荡走弱之际，美股、A股及大宗商品却整体保持强劲上涨。这种强烈的反差，进一步加剧了市场对“10.11”崩盘可能带来更深层次、更广泛冲击的担忧。

Spot Ethereum ETFs recorded a second consecutive week of net outflows as investor demand cooled, while spot Bitcoin ETFs regained momentum with renewed institutional interest.Key TakeawaysEther ETFs posted $243.9 million in outflows this week, following last week’s $311 million in redemptions.Bitcoin ETFs recorded $446 million in inflows, signaling renewed institutional confidence.BlackRock’s ETHA led Ether outflows with $100.99 million, while IBIT and FBTC topped Bitcoin inflows.Analysts point to a rotation from Ethereum to Bitcoin, driven by the “digital gold” narrative and macro expectations of rate cuts.Ether ETFs Log $243.9M in Outflows Amid Cooling DemandSpot Ethereum ETFs continued to see withdrawals for a second week, with total outflows reaching $243.9 million in the seven days ending Friday, according to SoSoValue.The prior week saw even heavier redemptions of $311 million, reflecting a cooling in investor appetite after months of strong inflows.Cumulative inflows across all Ether spot ETFs now stand at $14.35 billion, with total net assets valued at $26.39 billion — representing about 5.55% of Ethereum’s total market capitalization.On Friday alone, Ether ETFs saw $93.6 million in withdrawals, led by BlackRock’s ETHA ETF, which posted $100.99 million in redemptions.By contrast, Grayscale’s ETHE and Bitwise’s ETHW recorded modest inflows, signaling mixed investor behavior across issuers.Analysts say the pullback underscores waning institutional demand following a strong summer run and a general slowdown in on-chain activity across Ethereum-based assets.Bitcoin ETFs Attract $446M as Institutional Demand ReboundsIn sharp contrast, spot Bitcoin ETFs experienced $446 million in net inflows over the same period, reflecting growing confidence among institutional investors.The products added $90.6 million on Friday, bringing cumulative inflows to $61.98 billion and total assets to $149.96 billion, equivalent to 6.78% of Bitcoin’s market cap.BlackRock’s iShares Bitcoin Trust (IBIT) led the pack with $32.68 million in daily inflows, followed closely by Fidelity’s FBTC, which added $57.92 million.IBIT remains the market leader with $89.17 billion in AUM, while FBTC holds $22.84 billion.Market Rotation Toward Bitcoin StrengthensAccording to Vincent Liu, Chief Investment Officer at Kronos Research, ETF flows reveal a clear rotation from Ethereum to Bitcoin as investors favor assets with stronger store-of-value narratives.“Institutional flows are telling us that Bitcoin’s ‘digital gold’ thesis is gaining traction again,” Liu said. “Investors are positioning for resilience amid global uncertainty and expectations of monetary easing.”Liu noted that Ethereum’s outflows highlight a temporary cooling of demand, with investors awaiting new network or regulatory catalysts before re-entering.BTC Flows Likely to Stay StrongLooking ahead, analysts expect Bitcoin ETF inflows to remain robust in the near term, supported by favorable macro signals and potential interest rate cuts.Meanwhile, Ethereum and other altcoins could see renewed momentum only if network activity rises or new catalysts emerge, such as staking reforms or layer-2 growth triggers.

The global cryptocurrency market cap now stands at $3.75T, up by 1.80% over the last day, according to CoinMarketCap data. Bitcoin (BTC) has been trading between $109,700 and $112,105 over the past 24 hours. As of 09:30 AM (UTC) today, BTC is trading at $111,677, up by 0.22%. Most major cryptocurrencies by market cap are trading mixed. Market outperformers include GIGGLE, VIRTUAL, and DEGO, up by 223%, 36%, and 35%, respectively. Top stories of the day: Tom Lee Predicts Cryptocurrency Market Recovery by Year-End CryptoQuant: Bitcoin's Supply Profitability Shows Signs of Recovery Crypto Miners See Stock Surge Following Jane Street's Investment Michael Selig Appointed as CFTC Chair Amid Crypto Industry Expansion Bitcoin's Bull Market Faces Potential Risks Amid Market Volatility U.S. Inflation Rate for October Meets Expectations U.S. Social Security Administration Forecasts 2.8% Increase in 2026 Living Costs Market movers: ETH: $3949.74 (-0.46%) BNB: $1114.44 (-1.63%) XRP: $2.5412 (+3.27%) SOL: $193.75 (+0.39%) DOGE: $0.19809 (+0.30%) TRX: $0.2974 (-4.80%) ADA: $0.6521 (-0.02%) WBTC: $111639.6 (+0.23%) WLFI: $0.1339 (-5.57%) LINK: $17.95 (+1.13%) Top gainers on Binance: GIGGLE/USDT (+223%) VIRTUAL/USDT (+36%) DEGO/USDT (+35%)

比特币价格持续走低，目前稳定处于约113,100美元的短期持有者成本基础之下。历史上，这种结构通常是中期看跌阶段的前兆，因为意志较弱的投资者已经开始投降式的割肉。

这场暴涨与回调的剧烈震荡中，白银的紧缺格局能否持续？其行情能否向黄金靠拢甚至超越？

人人都在聊x402，那这个到底是什么东西呢？中间又有什么机会呢？

过去三个月，每一次比特币价格回调都会迅速被买盘推高。

10月23日，FBI高调宣布逮捕31人，包括迈阿密热火球星Terry Rozier、波特兰开拓者主帅Chauncey Billups，以及纽约四大黑手党（mafia）家族的13名成员！

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为什么在当前和未来的全球资产组合中，比特币值得更高权重的战略性关注。