金色晨讯 | 5月10日隔夜重要动态一览
2025-05-09 23:29:18
深夜加密市场动态：万斯、币安、ETF质押与Coinbase最新进展（21:00-7:00关键事件汇总）
1. 美联储政策风向：博斯蒂克反对过早调整
亚特兰大联储主席博斯蒂克强调，当前经济环境下货币政策转向"为时尚早"，暗示高利率或持续更久，可能压制加密市场风险偏好。
2. 政治与加密融合：副总统万斯确认出席比特币2025大会
美国副总统候选人J.D.万斯将在行业顶级峰会发表演讲，此事件可能强化比特币的政治游说力度，影响2024大选后的监管走向。
3. 监管突破前兆：贝莱德与SEC密谈加密ETF创新
资管巨头与监管机构闭门讨论ETF质押及期权产品，若获批将打开千亿美元级机构资金入口，显著提升市场流动性。
4. 币安再陷政治风波：两党议员联合要求调查
参议员Warren团队质疑币安与前总统特朗普的潜在关联，司法介入或引发交易所新一轮合规审查潮。
5. 以太坊ETF关键进展：贝莱德新增两大风险条款
"实物申赎"机制与量子计算威胁被纳入S-1文件，反映发行方正全力扫清SEC审批障碍，但技术风险提示可能引发短期波动。
6. Coinbase的谨慎策略：放弃激进比特币持仓计划
交易所曾考虑效仿MicroStrategy的BTC囤积策略，最终因资产负债表风险却步，显示机构对极端波动仍存戒心。
7. 特朗普经济宣言：直接挑战美联储通胀叙事
前总统公开否认通胀存在，其货币政策立场与现任政府形成尖锐对立，大选结果或将重塑加密监管哲学。
【投资者影响分析】
• 监管不确定性可能压制短期市场情绪
• 政治人物深度参与或加速加密主流化进程
• ETF创新产品将重构机构配置逻辑
• 交易所合规压力恐导致市场流动性重构
• 宏观政策分歧放大市场波动率预期
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昨日灰度GBTC净流出6520万美元7x24 Newsflash
21:58 2025-06-22
The total holdings on the US spot bitcoin ETF chain exceeded 1.21 million BTCAccording to Dune data, the total holdings on the US spot bitcoin ETF chain have exceeded 1.21 million BTC, and now touch about 1.218 million BTC, accounting for 6.13% of the current BTC supply.
21:07 2025-06-22
BlackRock currently holds 429,185 bitcoins, more than 3% of the total bitcoin supply.BlackRock officially updated the spot bitcoin ETF position information. As of June 18, BlackRock IBIT held 683,017.53 bitcoins, which exceeded the total bitcoin supply by 3%. The market value of its holdings exceeded $71.619 billion.
21:07 2025-06-22
The dollar initially strengthened by about 0.5%.On June 23rd, the dollar index DXY rose 0.46% to 99.23 at the beginning of the foreign exchange market on Monday; the euro fell 0.34% to 1.1456 against the dollar EUR/USD; the dollar rose 0.45% against the yen USD/JPY.
20:24 2025-06-22
CEX net inflows exceeded 3,400 BTC in the past 24 hoursAccording to Coinglass data, CEX has accumulated a net inflow of 3414.84 BTC in the past 24 hours, of which the top three CEX inflows are as follows:
Bitfinex received 1966.22 BTC.
Binance, inflows of 1574.79 BTC;
OKX, with 980.66 BTC flowing in.
In addition, Gemini outflows 664.47 BTC, ranking first on the outflow list.
20:12 2025-06-22
Iran's Supreme Leader Adviser: Enriched Uranium Material Still "The Game is Not Over"On June 23rd, Ali Shamkhani, a political adviser to Iran's Supreme Leader Ayatollah Ali Khamenei, said in a social media post on the 22nd that despite the US airstrikes on Iran's nuclear facilities, Iran's enriched uranium materials are still there, and "the game is not over". Shamkhani wrote on social media: "Even if the nuclear facilities are destroyed, the game is not over, the enriched materials, indigenous knowledge and political will continue to exist." Shamkhani said that Iran has a legit...
19:39 2025-06-22
The total market value of AI agent tokens fell below $3 billion, a 24-hour decline of 13.4%According to CoinGecko data, the total market value of AI proxy tokens fell to $2.917 billion, a 24-hour decline of 13.4%. Among them:
FET 24-hour decline of 10.3%, the market value is now 1.471 billion dollars;
VIRTUAL 24-hour decline of 7.1%, the market value is now 859 million dollars;
19:14 2025-06-22
The U.S. Senate and House of Representatives have separately issued resolutions to limit the president's power to wage warAccording to CCTV news, on June 22 local time, U.S. Republican Congressman Thomas Massie and Democratic Congressman Ro Khanna jointly sponsored a war powers resolution aimed at controlling the executive branch and reasserting the authority of Congress. Massie said that there is no imminent threat to the United States, and this happened at a time when Congress was on vacation and lawmakers were not briefed. In addition,...
18:50 2025-06-22
AAVE falls below $220The market shows that AAVE fell below $220 and is now quoted at $219.96, a 24-hour decline of 9.77%. The market is volatile, so please do a good job in risk control.
18:50 2025-06-22
SOL falls below $130The market shows that SOL has fallen below $130 and is now quoted at $129.99, a 24-hour decline of 6.29%. The market is volatile, so please do a good job in risk control.
18:23 2025-06-22
Trader Eugene: Having been long bitcoin and some counterfeit products, now is the time to "buy the dip""I'm pretty aggressive here with multiple orders, including bitcoin and some counterfeit products," Eugene Ng Ah Sio, a trader, said in a post on his personal channel. "I think the US bombing earlier today, combined with the closure of the Strait of Hormuz, was a continuous blow to the early bulls, enough to wash the market, now is the time to" buy the dip ". If the market goes straight to $95,000, it's just" goodnight ", but this is the last battle for the bulls, and I'm in place."
17:25 2025-06-22
Binance Adjusted Multi-Asset Collateral Ratio and Contract LeverageAccording to the official announcement, Binance will adjust the combined margin rate of 12 assets including KAVA at 06:00 (UTC) on June 27, 2025, and adjust the leverage and margin levels of 6 USD-M perpetual contracts including ICXUSDT at 06:30 (UTC) on June 23.
16:30 2025-06-22
Khamenei's advisor says the game is far from overAli Shamkhani, a senior adviser to Iran's Supreme Leader Ayatollah Ali Khamenei and former secretary of Iran's Supreme National Security Council, posted on social media on June 22 local time, "Even if the nuclear facilities are destroyed, the game is far from over - nuclear materials, local knowledge reserves and political will remain. With the right to legitimate defense, the party that is good at strategizing and avoiding blind strikes will have the political and operational initiative. The go...
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