据 CME“美联储观察”：美联储 10 月维持利率不变的概率为 12.3%，降息 25 个基点的概率为 87.7%。美联储 12 月维持利率不变概率为 3.1%，累计降息 25 个基点的概率为 31.5%，累计降息 50 个基点的概率为 65.4%。

据市场消息，Galaxy Digital 首席执行官诺沃格拉茨（Novogratz）表示，美联储的鸽派政策将推动比特币价格升至 20 万美元，并助力黄金价格再创新高。

1. CZ：Aster 与币安存在竞争关系，但有助于 BNB；2. 特朗普邀美国国会四大领袖商讨国会能否在周二之后继续为政府提供资金；3. Limitless 在 Kaito 平台代币销售募集超 5000 万美元，超募 50 倍；4. Cathie Wood：以太坊无法超越比特币，不同意 Tom Lee 的观点；5. Cozomo de’ Medici 向 Hyperliquid 存入 128 万枚 USDC 并买入 78.1 万枚 XPL；6. 杜均：偏向投资具有基本面的代币，持有少量的 BNB 和 HYPE；7. 交易员 TechnoRevenant 一个月内在 XPL 上获利超 8000 万美元；8. Pendle 上 Kaito YT 隐含年化收益率升至 75.23%；9. 两新地址从币安和 OKX 提取价值 7948 万美元的 BTC 和 ETH。

行情数据显示，AEVO 上涨突破 0.12 USDT，现报 0.129 USDT，24 H 涨幅 31.87%。

According to Cointelegraph, an increasing number of countries are showing interest in adopting Bitcoin, moving beyond initial skepticism. Jan3 founder Samson Mow highlighted this trend during a conversation on the What Bitcoin Did podcast, suggesting that the world is transitioning from gradual to sudden adoption phases. Mow emphasized the potential for more nations to establish a Strategic Bitcoin Reserve, predicting a significant increase in adoption and a possible panic-driven rush among nation-states. U.S. President Donald Trump has already signed an executive order to create a Strategic Bitcoin Reserve, although the United States has not yet commenced purchasing. Mow noted that the U.S. is advancing with plans for budget-neutral Bitcoin acquisition and the Bitcoin Act. Alex Thorn, head of firmwide research at Galaxy Digital, expressed optimism that the U.S. government might establish the anticipated Strategic Bitcoin Reserve by the end of the year. Despite leading in total Bitcoin holdings, Mow warned that the U.S. risks being outpaced by countries like Pakistan if it does not start acquiring Bitcoin soon. Currently, the U.S. government holds 198,012 Bitcoin, according to Bitbo data. Mow also anticipates significant Bitcoin activity from Latin America, a region he is particularly optimistic about. The topic of nation-state Bitcoin adoption has been a focal point in the crypto industry this year. A research paper by Fidelity Digital Assets in January predicted that more nation-states, central banks, sovereign wealth funds, and government treasuries would seek to establish strategic positions in Bitcoin. Despite these developments, Bitcoin's price has not experienced the expected surge for 2025. Mow remarked that the anticipated bull run has not materialized, suggesting that the current cycle might extend into the next year. Bitcoin is trading at $109,400, with a 1.97% decrease over the past 30 days, according to CoinMarketCap. Bitwise chief investment officer Matt Hougan echoed similar sentiments, predicting an upward trend in 2026 and expressing optimism for the coming years. The ongoing debate in the industry questions the relevance of Bitcoin's traditional four-year cycle, especially with the influence of ETFs and institutional demand. In June, Mow speculated that a $1 million Bitcoin price is inevitable, possibly occurring this year or next.

俗话说金九银十，趁牛市后半段，重新整理下仍值得布局关注的赛道和机会。

According to PANews, a recent white paper from the United Nations highlights the successful reform of its pension system through blockchain technology, which is praised as the 'ultimate technology for digital identity verification.' This initiative was piloted in collaboration with the United Nations Joint Staff Pension Fund (UNJSPF) and the Hyperledger Foundation, aiming to enhance the security, efficiency, and transparency of global pension processes using blockchain digital identity infrastructure. Previously, the UN pension system relied on a 70-year-old paper-based method to verify the identity and status of over 70,000 beneficiaries across 190 countries. This outdated system was prone to errors and abuse, resulting in approximately 1,400 payment suspensions annually. Since the pilot in 2020 and the official implementation of blockchain digital certification in 2021, the United Nations has significantly improved its management processes. Building on the success of this pilot, the UN plans to expand the system and share it with other international organizations.

Nation-state Bitcoin adoption is at the “tail end" of the gradual stage and entering "the beginning phases of suddenly," Jan3 founder Samson Mow said. source: https://cointelegraph.com/news/bitcoin-fomo-nation-state-adoption-jan3-samson-mow?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

Blockware 发文表示，Apple CEO Tim Cook 称，他认为将比特币作为多元化投资组合的一部分是合理的。

وسط نمو صاخب وأرقام قياسية، اضطر تشانغبينغ تشاو (CZ)، مؤسس منصة بينانس العملاقة، إلى الخروج وتوضيح علاقته بمنصة التداول اللامركزية الصاعدة “آستر” (Aster DEX). فقد أثارت الشائعات المنتشرة حول وجود دعم رسمي من بينانس أو من CZ شخصياً لهذا المشروع الناشئ الكثير من التكهنات في سوق العملات المشفرة. حقيقة العلاقة بين بينانس وآستر في جلسة … source: https://btcacademy.online/cz-%d9%8a%d8%ad%d8%b3%d9%85-%d8%a7%d9%84%d8%ac%d8%af%d9%84-%d8%a8%d9%8a%d9%86%d8%a7%d9%86%d8%b3-%d8%ae%d8%a7%d8%b1%d8%ac-%d8%a7%d9%84%d9%84%d8%b9%d8%a8%d8%a9-%d9%81%d9%8a-%d9%82%d9%81%d8%b2%d8%a9/?utm_source=rss&utm_medium=rss&utm_campaign=cz-%25d9%258a%25d8%25ad%25d8%25b3%25d9%2585-%25d8%25a7%25d9%2584%25d8%25ac%25d8%25af%25d9%2584-%25d8%25a8%25d9%258a%25d9%2586%25d8%25a7%25d9%2586%25d8%25b3-%25d8%25ae%25d8%25a7%25d8%25b1%25d8%25ac-%25d8%25a7%25d9%2584%25d9%2584%25d8%25b9%25d8%25a8%25d8%25a9-%25d9%2581%25d9%258a-%25d9%2582%25d9%2581%25d8%25b2%25d8%25a9

根据 SoSoValue 数据，本周交易日（美东时间 9 月 22 日至 9 月 26 日）比特币现货 ETF 单周净流出 9.03 亿美元，仅贝莱德（Blackrock）比特币 ETF IBIT 实现净流入。本周单周净流入最多的比特币现货 ETF 为贝莱德（Blackrock）比特币 ETF IBIT，周度净流入 1.74 亿美元，目前 IBIT 历史总净流入达 608.2 亿美元。本周单周净流出最多的比特币现货 ETF 为富达 (Fidelity） ETF FBTC，单周净流出 7.38 亿美元，目前 FBTC 历史总净流入达 119.2 亿美元；其次为 Ark Invest 和 21 Shares 的 ETF ARKB，周度净流出 1.23 亿美元，目前 ARKB 历史总净流入达 21.0 亿美元。截至发稿前，比特币现货 ETF 总资产净值为 1435.6 亿美元，ETF 净资产比率（市值较比特币总市值占比）达 6.59%，历史累计净流入已达 568.1 亿美元。

挑战在于持久性。当故事新鲜、热门时，收入飙升更容易，但维持吸引力则会更加困难。

BTC,美联储,货币政策,Galaxy Digital,比特币“最大牛市催化剂”或是下任美联储主席人选 金色财经,美联储主席换人，竟成加密市场核弹级催化剂？

永续合约,DEX,Hyperliquid,ASTER,Perp DEX的季节：席卷加密市场 金色财经,为何Perp DEX正在吞噬加密货币市场。

金色财经推出加密货币和区块链行业早报《金色早8点》2830期，为您提供最新、最快的数字货币和区块链行业新闻。

这是继 BUIDL AI 3.0 全面推动全自动黑客马拉松社区之后的又一次重要跃迁，标志着开发者关系（DevRel）进入自动化时代。

我非常喜欢瑞·达利欧的《变化中的世界秩序》模型，因为它迫使你跳出局部视角，看到全局。

在昨天，ChatGPT 发布了名为“Pulse”的新功能。我试用了近两天后，立刻产生一个强烈的感受：这是一个真正意义上的“抖音杀手”级产品形态。

本文将深入剖析 Hyperliquid 生态系统中的创新应用，探讨这些项目如何在激烈的市场竞争中为 Hyperliquid 构建可持续的竞争优势，并附交互方式。

未来的空投，或许将不再是免费的午餐，而是对真实资本和深度参与的一场价值加冕。