Odaily星球日报讯 据官方公告，Gate 发布新一期储备金报告。截至 2025 年 7 月 11 日，Gate 储备金总值达 105.04 亿美元，总储备金率达到 126.03%；Gate 储备金覆盖用户资产超过 350 种，超额储备金额由上期的 19.6 亿美元提升至 21.7 亿美元，环比增长 10.66%。 当前，BTC 用户总量为 15,774.41 枚，Gate 储备量为 22,779.00 枚，超额储备金率由 38.7%提升至 44.40%。ETH 用户总量为 323,716.50 枚，Gate 储备量为 400,465.00 枚，超额储备金率由 13.06%提升至 23.71%。USDT 用户总量由 1,156,715,656.24 枚增加至 1,249,427,124.17 枚，Gate 储备量亦由 1,306,535,437.00 枚提升至 1,452,258,229.00 枚，带动超额储备金率从 12.95%升至 16.23%。此外，GT、DOGE 及 XRP 等资产储备比例均超出 100%储备基准，分别达到 156.81%、109.42%和 115.52%。

Bitcoin’s surge past $122,000 is being driven by macro concerns over U.S. deficit spending, not speculation. Analysts now position BTC as a hedge against fiscal crisis, with price targets as high as $160,000.Bitcoin Surges Past $122K on U.S. Deficit Concerns, Not Hype, Analysts SayBitcoin's historic rally is gaining momentum, but according to top analysts, it’s not driven by hype or retail mania. Instead, the cryptocurrency is increasingly seen as a macro hedge against U.S. fiscal instability — a shift that may define Bitcoin’s long-term trajectory.Bitcoin (BTC) hit a fresh all-time high of $122,089 on Monday, extending its explosive July gains. But this breakout isn’t about ETF flows or FOMO, says 10x Research head of research Markus Thielen. Instead, Bitcoin is now being positioned as a core defense asset amid what he calls a "$7 trillion U.S. deficit shock."Bitcoin as a Macro Hedge“The narrative has completely shifted,” Thielen wrote in a research note. “No one is talking about blockchain use cases anymore. Bitcoin has become a macro asset — a hedge against unchecked deficit spending.”This transformation has accelerated following the passage of U.S. President Donald Trump’s “One Big Beautiful Bill Act” (OBBBA), which increased the national debt ceiling by $5 trillion in July — the largest single hike in U.S. history.Instead of the originally promised $2 trillion deficit reduction, analysts say the bill could add between $2.3 trillion and $5 trillion in new deficits over the next decade. The result is a possible $7 trillion swing in U.S. fiscal expectations — a structural imbalance now being priced in by global markets.“With monetary policy expected to shift more dovish and deficit spending showing no signs of slowing, Bitcoin is the ultimate beneficiary,” Thielen said. “This isn’t just another bull run — it’s a direct response to a U.S. fiscal crisis unraveling faster than expected.”Thielen believes Bitcoin, along with gold, is now a frontline defense asset as trust in U.S. monetary and fiscal stewardship deteriorates.Key Catalysts Ahead: July 22 and July 30Bitcoin’s macro positioning could gain further momentum this month as two key catalysts approach:Crypto Week (July 14–20): The U.S. House is set to debate major crypto legislation including:The CLARITY Act, covering crypto regulatory oversight.The GENIUS Act, establishing a stablecoin framework.The Anti-CBDC Surveillance State Act.Trump’s Digital Asset Task Force Report (July 22): Expected to include a strategic policy blueprint, with speculation it may introduce a “Bitcoin Reserve Strategy”.Federal Reserve Meeting (July 30): While CME futures suggest a 93% chance of no rate cut, any dovish surprise could add fuel to Bitcoin’s momentum.Analysts Raise Bitcoin Targets10x Research sees Bitcoin climbing to $140,000–$160,000 in 2025 under current macro and market structure trends. Other analysts are also raising forecasts:“Bitcoin breaching $120,000 is more than a milestone — it shows how deeply embedded digital assets have become in institutional portfolios,” said Rachael Lucas, analyst at BTC Markets.“This rally reflects resilience, not hype, especially as geopolitical and fiscal concerns rattle equities,” added Eugene Cheung, Chief Commercial Officer at OSL.Meanwhile, Nick Ruck, Research Director at LVRG, noted that altcoins are expected to follow Bitcoin’s lead as risk appetite returns.As Bitcoin pushes deeper into price discovery territory, analysts agree: This isn’t retail-driven euphoria. It’s a strategic reallocation by institutions and macro investors looking for a reliable hedge in an era of exploding deficits, policy volatility, and declining trust in fiat. And Bitcoin may be just getting started.

The Bhutanese government transferred 99.47 Bitcoin (BTC) to Binance on Saturday, worth approximately $12.05 million at current market prices, according to blockchain monitoring platform OnchainLens.This marks the latest in a series of transactions by the government’s wallet address, which has now transferred a total of 650 BTC—valued at roughly $74.24 million—to Binance over the past two weeks.

Japan’s 20-year government bond yield climbed to its highest level since the year 2000 on Saturday, underscoring sustained market expectations for rising long-term interest rates in the country.

Mirana Ventures withdrew 10 million ENA ($3.57M) from Binance, days after moving 4 million MNT from multiple sources.Mirana Ventures Moves $3.57M in ENA From Binance Following Multi-Source MNT TransfersBlockchain data from Arkham Intelligence shows that a wallet labeled as Mirana Ventures withdrew 10 million Ethena (ENA) tokens from Binance approximately one hour ago, valued at around $3.57 million based on current prices.This activity follows a separate transaction about four days ago, when the same address withdrew a total of 4 million Mantle (MNT) tokens. The MNT withdrawals came from Bybit, Selini Capital, and an unidentified wallet.

Trend Research withdrew 2.78 million UNI ($25.5M) from Binance, days after transferring 70,000 COMP ($3.5M) from the exchange.Trend Research Moves $25.5M in UNI From Binance Following Recent COMP WithdrawalOn-chain data shows that Trend Research withdrew 2.78 million UNI tokens from Binance today, valued at approximately $25.52 million at current market prices.This follows a previous withdrawal just four days ago, when the same address transferred 70,000 COMP tokens, worth $3.51 million, from Binance to its wallet.

تطبيق Sun Day هو ثاني تطبيق يطلقه المؤسس المشارك لتويتر خلال الأسبوع الماضي، وقد تم تطويره باستخدام مساعد الذكاء الاصطناعي التابع لشركة Block، والمعروف باسم "Goose". source: https://ar.cointelegraph.com/news/jack-dorsey-new-app-tracks-how-much-grass-touching?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

أصبح البيتكوين أصلًا اقتصاديًا كليًا يُستخدم كوسيلة للتحوّط في مواجهة فجوة عجز تُقدَّر بـ7 تريليونات دولار في الولايات المتحدة وفهم هذه الحقيقة قد يكون مفتاحًا لتوقّع الاتجاه المستقبلي لسعره. source: https://ar.cointelegraph.com/news/bitcoin-rally-fueled-us-deficit-fiscal-concern?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

According to BlockBeats, Bluebird Mining, a gold mining company, has recently acquired Bitcoin mining machines as part of its "digital gold" strategy. This move, though small, holds symbolic significance for the company.The latest updates on its £2 million financing arrangement are expected to be announced later this month. Out of this, £1 million (approximately $1.35 million) will be allocated for the direct purchase of Bitcoin.

According to PANews, DigitalX Ltd. (ASX:DCC) has announced the successful investment of approximately $19.7 million in Bitcoin through a strategic placement. The company acquired 109.3 Bitcoins at an average price of around $118,000 each. Currently, DigitalX holds a total of 367.3 Bitcoins, which includes 174.4 Bitcoins held directly and 192.9 Bitcoins held indirectly through the ASX Bitcoin ETF (BTXX). The company has reiterated its commitment to a Bitcoin-centric financial strategy aimed at creating long-term value for its shareholders.

Tether has just announced that it would be closing the tap on five legacy blockchains.

Lawmakers are gearing up to pass three bills for the blockchain industry following a pivotal week of hearing dubbed as "crypto week."

比特币还在延续上周的疯狂上涨，屡次刷新前高。这波行情能持续多久呢？

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RWA,项目投资,项目,传统产业操作RWA三维评估——以生物制药产业为例 金色财经,本期综述生物制药项目RWA的相关内容，供参考。

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今天是一篇纯粹的碎碎念，区块链从业者到底该如何看待稳定币浪潮。

关于最近鲍威尔辞职的传闻，据说他被逼辞职的压力来源并不是什么高大上的经济政策，而是因为美联储大楼的装修问题。

美国将7月14日当周定为“加密周”，推动三项重要数字资产法案的立法进程：GENIUS法案、CLARITY法案和反央行数字货币（Anti-CBDC）法案。

金色周刊是金色财经推出的一档每周区块链行业总结栏目，内容涵盖一周重点新闻、矿业信息、项目动态、技术进展等行业动态。