搜索
文章
Bitfinex Weekly Briefing (1114-1120)
Bitfinex Weekly Briefing (1114-1120)
Bitfinex Weekly Briefing (1003-1009)
Bitfinex Weekly Briefing (1003-1009)
Bitfinex Weekly Briefing (1121-1127)
Bitfinex Weekly Briefing (1121-1127)
Bitfinex Weekly Briefing (0306-0312)
Bitfinex Weekly Briefing (0306-0312)
Bitfinex Weekly Briefing (1017-1023)
Bitfinex Weekly Briefing (1017-1023)
Bitfinex Weekly Briefing (1107-1113)
Bitfinex Weekly Briefing (1107-1113)
Bitfinex Weekly Briefing (1010-1016)
Bitfinex Weekly Briefing (1010-1016)
Bitfinex Weekly Briefing (1024-1030)
Bitfinex Weekly Briefing (1024-1030)
Bitfinex Weekly Briefing (0926-1002)
Bitfinex Weekly Briefing (0926-1002)
Bitfinex Weekly Briefing (0905-0911)
Bitfinex Weekly Briefing (0905-0911)
查看更多
快讯
An early Ethereum wallet transferred out approximately 2,155 ETH, worth about $4.59 million
Odaily reports that according to Lookonchain monitoring, an早期 Ethereum wallet transferred out approximately 2,155 ETH, worth about $4.59 million.The wallet initially purchased 1,400 ETH at $0.31 per token, for a total cost of $434; it later withdrew 755 ETH from Bitfinex when the ETH price was $11.74.
Analysis: Strategy's Move to Daily Dividends May Reduce Volatility and Enhance Bitcoin Financing Capacity
Odaily reports: According to Bitfinex analysis, Strategy shareholders voted on October 28 to approve a proposal for daily dividend payments on STRC preferred stock, with preliminary results showing 99.3% of votes in favor. STRC is expected to shift from semi-monthly dividend payments to daily dividend payments starting November 1, with the first cash dividend payment arriving on November 2; Strategy's other three preferred stocks, STRF, STRK, and STRD, are expected to follow suit in January 2027.Strategy's move aims to reduce price volatility around ex-dividend dates. Company CEO Phong Le stated that previously, when STRC paid dividends monthly, prices fell by an average of about 49 basis points around the ex-dividend date, which dropped to about 36 basis points after switching to semi-monthly payments. The company expects that daily dividend payments will further disperse selling pressure and improve price stability.This model was not pioneered by Strategy. Bitcoin treasury company Strive converted its SATA preferred stock to daily dividend payments in June of this year and launched a subordinated preferred stock, SATS, with a fixed annual dividend rate of 15%. In October, Strive issued 7 million shares of SATS at $90 per share, raising approximately $630 million, and used about $511 million of that to purchase 6,182 BTC.
Stolen BTC Short-Term Selling Pressure Nearly Zero, Benson Sun Says ETH More Likely to Form Selling Pressure
Odaily Report: According to monitoring by Benson Sun, Coinkarma founder Benson Sun posted that in Binance's recent theft incident, the exchange has confirmed the freezing of approximately $2.5 billion in assets, accounting for about half of the total stolen amount, with the remaining assets primarily consisting of Bitcoin and ETH. The stolen Bitcoin is worth approximately over $1 billion, but Bitcoin lacks deep mixing pools similar to Tornado Cash, and the relevant addresses will be flagged by trading platforms and on-chain analytics firms, making it far more difficult to liquidate than ETH. Reviewing cases such as the 2016 Bitfinex stolen Bitcoin that remained untouched for years, and the approximately 1,800 BTC stolen from Coldcard in July this year with 90% still unmoved as of early September, Benson Sun stated that this theft is larger in scale, and splitting addresses, mixing coins, and then discounting through OTC trading could take years, with short-term selling pressure nearly zero. If Binance uses SAFU to compensate and replenish Bitcoin, it could instead create buying pressure. In contrast, large amounts of ERC-20 tokens converted into ETH and then deposited into Tornado Cash are harder to trace, and the amount that could genuinely translate into market selling pressure may be in the range of over $1 billion. Benson Sun believes that market confidence will be impacted, but the direct selling pressure on Bitcoin is not as large as imagined, and called on the industry to seriously address security arrangements for hot wallet management, signature authorization, and quantum resistance in the post-AI era.
After adding to the position, 4,500 XAUT tokens show an unrealized loss of $606,000; the gold miner adds to the position again after three months
Odaily reports: According to monitoring by on-chain analyst Ai Yi, the gold miner (0x32f...eD48) has added to the position again after three months, withdrawing 300 XAUT, worth approximately $1.2 million, from Bitfinex 3 hours ago. After this addition, the cost basis of the 4,500 XAUT held has dropped to $4,141.54, with a current unrealized loss of $606,000. Since July 2026, this address has accumulated a total of $18.63 million worth of XAUT.
CMCC Global Plans to Partner with Tether and Bitfinex Securities to Issue Tokenized Bitcoin Fund
Odaily Report: Investment management firm CMCC Global plans to tokenize its two digital asset funds, Crest and the Liberty Bitcoin Accumulation Fund (LBAF), issuing and managing tokens through Tether's Hadron infrastructure, with distribution by Bitfinex Securities under El Salvador's digital asset framework. Both funds adopt a fund-of-funds structure: Crest is denominated in USD and aims to outperform U.S. Treasury yields; LBAF is denominated in Bitcoin and targets an annualized net return of 8% to 12% (in Bitcoin terms), with no guaranteed payments. The tokens represent economic rights to the underlying fund shares, are minted in proportion to the corresponding shares, and are burned upon redemption; issuance requires identity verification and anti-money laundering review, and is restricted to whitelisted addresses only. BTCS S.A. has agreed in principle to provide a three-digit Bitcoin-anchored allocation, with the specific size undisclosed; Crest is priced at $10 per token, and LBAF is priced at 0.0001 BTC per token.
Odaily Morning Brief
1. CZ: No crypto wallet is 100% safe; users should stay informed of risks and manage them properly;2. Ansem: Meme coins are constantly evolving, and building businesses around speculative trading is the bigger opportunity;3. GMGN co-founder: The in-house cross-chain bridge is undergoing small-scale testing and will soon support purchasing multi-chain tokens with USDC;4. DFINITY founder accuses NEAR Intents of using its proprietary cryptography technology;5. ZachXBT warns users to withdraw assets from CoinDCX, saying "the co-founders are a bunch of clowns";6. Circle shareholders sue Trump and WLFI, alleging they profited through UAE-related crypto transactions;7. a16z Crypto rebrands as a16z Frontier, expanding investment scope from crypto to frontier tech startups;8. Coinbase: UK's proposed crypto rules may effectively block regulated platforms from accessing DeFi;9. Visa plans to acquire crypto custody company Fireblocks for $2.5 billion;10. CMCC Global tokenizes two quantitative hedge funds, issuing them through Tether and Bitfinex Securities;11. DWF Labs: Bitcoin spot ETF fund flows lag behind price action, making it difficult to predict future price movements;12. Analysis: PHP high-risk vulnerability was exploited by hackers before public disclosure, potentially affecting about 70% of the internet;13. Analysis: Bitcoin market dominance rises to its highest level since May as the market awaits a new catalyst.
CMCC Global to Tokenize Two Quantitative Hedge Funds, Issued via Tether and Bitfinex Securities
Odaily reports: Blockchain asset management firm CMCC Global has announced the tokenization of its Crest Fund (Crest) and Liberty Bitcoin Accumulation Fund (LBAF), calling them the first tokenized fund-of-funds products issued under El Salvador's digital asset legal framework. The two funds will be issued using Tether's Hadron tokenization platform and will raise capital from qualified investors through the regulated Bitfinex Securities platform, with the subscription period running until October 30, 2026.Both funds are multi-manager quantitative hedge funds investing in digital asset market-neutral strategies, including funding rate arbitrage, cross-exchange and volatility arbitrage, market making, and DeFi strategies. Crest is denominated in USD and targets returns above U.S. Treasury yields; LBAF is denominated in Bitcoin and targets a net annualized return of 8%–12%. BTCS S.A., a digital asset treasury company listed in Poland and Frankfurt, has agreed to serve as cornerstone investor and plans to allocate a three-digit number of Bitcoin to LBAF, with the specific amount not yet disclosed. The token issuance prices are $10 per CREST token and 0.0001 BTC per LBAF token, with a minimum subscription of one token; eligible holders can also conduct round-the-clock secondary market trading through Bitfinex Securities. (PRNewswire)
Analysis: Bitcoin May Remain Range-Bound Between $81,300 and $84,400 Ahead of Fed Decision
Odaily reports: Bitfinex stated that despite repeated downward pressure, Bitcoin has continued to hold the lower end of its range, and BTC is expected to remain range-bound between $81,300 and $84,400 ahead of the Federal Reserve's FOMC interest rate decision on October 28. If the price tests the upper boundary of the range, short-term traders taking profits could introduce some selling pressure.On the market data front, spot Bitcoin ETFs saw net inflows of $526.7 million on October 19, indicating somewhat stronger spot demand, but BTC price is still fluctuating narrowly between $81,724 and $83,470 and remains below the average cost basis of ETF investors at $84,333. Meanwhile, futures open interest on major exchanges has rebounded 4.2% from its October 12 low to 645,410 BTC, and funding rates are normalizing, suggesting leveraged long positions have recovered somewhat.In the options market, notional open interest for options expiring on October 23 stands at $1.23 billion, with the max pain point at approximately $82,000; monthly options expiring on October 30 total $11.2 billion, with a max pain point of $76,000. On-chain data shows that the $82,224 cost basis range added approximately 145,000 BTC, while the $80,353 cost basis range shed about 62,000 BTC, indicating some holdings are migrating toward higher cost basis ranges. The short-term holder SOPR is approximately 1.003, and the share of profitable supply is around 70%.
Custody, Not Sale: U.S. Government Transfers 17,733 BTC to Coinbase Prime
Odaily News: The 17,733 BTC transferred by the U.S. government to Coinbase Prime is a custody arrangement rather than a sell signal. Of these, 12,267 BTC related to the Bitfinex hack remain under the custodian's control, with only approximately 1,200 BTC potentially being sold.
Analysis: Bitcoin short-term trapped in $81,400-$84,500 range, focus on CPI and ETF flows
Odaily News: According to the Bitfinex Alpha report, whether Bitcoin can reclaim $84,500 this week will depend on whether U.S. CPI data changes market expectations for interest rates and yields, and whether spot market buying can follow through. BTC previously fell from a high of $87,197 on October 2 to a low of $80,347 on October 8, a maximum decline of about 7.9%. During this period, it briefly dropped below $81,300 before quickly recovering; that level had previously been the range high and has now flipped back into support.Bitfinex said this pullback is similar to multiple corrections during previous recovery phases, and investors whose cost basis is within the original trading range have not shown obvious selling. At the same time, after about $1.18 billion in positions were liquidated across the crypto market on October 8, leverage levels dropped significantly, with no large-scale re-leveraging observed. Future price action will depend more on spot demand. However, spot buying remains the weaker link in the current market. The report noted that Bitcoin ETF investors' average holding cost is about $84,340, and with the current price below that level, some investors may choose to sell as the rebound approaches their cost basis.On the macro side, Bitfinex believes inflation and the interest rate environment continue to weigh on BTC. Core PCE inflation is currently at 3%, most Fed officials still expect another rate hike this year, and the U.S. 10-year real Treasury yield is about 2.91%. If this week's core CPI rises 0.2% month-over-month or less, it could reduce market rate hike expectations and push yields lower, providing room for BTC to rise; if core CPI reaches 0.3% or higher, it could continue to suppress risk asset performance.Bitfinex expects BTC may fluctuate in the short term between $81,300 and $84,500. If the price breaks above and holds $84,500 while ETF flows strengthen, the market may retest the $87,722 level seen at the start of the year; if it falls below $81,300 accompanied by continued outflows, it may further decline to around $77,400, the true market mean level.
查看更多