Odaily星球日报讯 针对 BitMEX、BitMart 相继关闭一事，加密研究员 Haotian 于 X 平台发文表示：“2 个交易所前后脚出事了，我看不少人还幸灾乐祸以为要有一些交易所的“暴雷”作为燃料才能驱动下一轮牛市的来临。额，确有一定熊转牛指标特征，但背后的洗牌逻辑可能跟大部分人想的不一样：1）在整体合规趋势下，CEX 之间的竞争远比想象中要残酷，持牌、储备金证明、KYC/AML/KYT、客户资产隔离等等，这些合规问题成了交易所能否活下去的入场券。这使得现在 CEX 的“暴雷”空间被大幅压缩，过去“一鲸落、万物生”的零和博弈逻辑也荡然无存了。所以，与其说是暴雷倒不如说面对庞大竞争压力的主动关停，这是市场良性竞争的结果；2）CEX 在美股代币化赛道上的竞争，其实是交易所主动拓展渠道业务的战略动作，也预示着过去靠上币“费”、交易手续费等为主的平台运营模式要行不通了，而引入代币化美股、ETF、Pre-IPO 资产等传统金融资产标的，急需拓展全新的收入来源和增长场景。但本身传统 TradFi 资产对加密原生资产的取代就是 CEX 在定价权和结算权上的旁落，短时间靠 Perps 看似可以维系交易量和收入，但长期来看，定价中心沦为通道与入口的“代价”总要面对，因此美股代币化打的越激烈代表 CEX 的存活压力越大，你看，没资格参战的基本都活不下去了；3）眼下 CEX，尤其是中小交易所必须要找一条差异化定位才能求得生存，就像上周期小交易所靠 IEO 等优质链上资产吸引流量和用户一样，现在的活路貌似只有一条了：要么深耕特定区域牌照和本地化服务，抓监管套利的空子，要么专注有某一特定细分产品，比如 TradFi 资产、Perps、RWAFi 等，要么彻底拥抱加密原生的创新叙事，包括 DeFi、Agentic Economy、MEMEs 等用加密原生社区的力量熬过周期。无论怎样，继续同质化内卷只会加速淘汰潮，不过话说回来，出清掉一些竞争力弱的也并非坏事。”

According to CryptoRank data, the second quarter of 2026 is on track to be the worst quarter for the ICO/IDO market in the past five years. Data shows that only $58 million was raised through IEOs, ICOs, and IDOs this quarter, a decline of 85% quarter-over-quarter. The number of public sales dropped from 105 in the first quarter to 37, a decrease of 65%. Notably, only 13 token sales were completed in May, the lowest monthly figure since December 2020 (which had 4 sales).In contrast, the first quarter of 2025 reached a cyclical peak, with 429 public sales raising nearly $849 million. Since then, momentum has continued to wane, with current fundraising amounts shrinking by more than 14 times from that peak. Analysts point out that investors are becoming more cautious, demand for new projects' public fundraising has significantly weakened, and token public sales are gradually losing their status as a mainstream fundraising vehicle.

Odaily Planet Daily reported that Green Minting Technologies ("Mint"), a renewable energy developer in Delaware, USA, announced that it has reached a $150 million investment agreement with GEM Digital to build a 600-megawatt off-grid renewable energy Bitcoin mining and AI data center project. Mint plans to conduct an initial exchange offering (IEO) for its MINT token, aiming to raise $400 million. CEO Alex Wey stated that the MINT token will enable individuals to access scalable, renewable energy mining and computing services at low cost, decentralizing the Bitcoin mining ecosystem. The project will also allocate some resources to developing high-grade data centers that support AI tools. (prnewswire)

1. 美国政府效率部门官网包含柴犬元素的 Logo 疑似已被移除； 2. elizaOS 宣布与 Jupiter 合作推出 1000 万美元的 MAGIC FUND； 3. Virtuals Protocol 核心贡献者：Solana 是第一步，未来将拓展其他区块链； 4. JuCoin 将向 IEO 参与用户赠送已发放 JU 代币并全额退回所有 IEO 认购款； 5. 慢雾余弦：AdsPower 入侵事件被盗资金升至超 470 万美元； 6. Jupiter 推出 Omnichain 网络“Jupnet”； 7. 马斯克正在探索利用区块链技术提高美国政府效率； 8. 美国政府效率部已和一些公链项目接触，以进行技术评估； 9. Paradigm 高管呼吁加快以太坊开发速度，每年发布不止一次重大升级； 10. Polymarket 因 TikTok 禁令预测决定遭用户质疑，指责其操纵结果； 11. X 开发人员就“是否整合 Vine”征求社区意见； 12. Virtuals Protocol 宣布扩展到 Solana，1%交易费将转换为 SOL； 13. Jupiter DAO：LFG V2 将作为开放堆栈发布。

1. Nansen is suspected to launch a points system; 2. Binance Alpha adds ALON; 3. SoSoValue: Airdrop claims are now open to users; 4. Coinbase executive: Trump's executive orders on cryptocurrency and AI will definitely change the fundamentals; 5. BlackRock CEO Fink: Has discussed buying Bitcoin with some sovereign wealth funds; 6. Split Capital founder: Trump’s executive orders on cryptocurrency and AI have not yet met the expectations of crypto supporters; 7. Crypto trading software developer SignalPlus completed $11 million in Series B financing, led by AppWorks and OKX Ventures; 8. Part of the crypto ransom paid in the Ledger Lianchuang kidnapping case has been tracked and frozen; 9. Market news: Trump's nominee for Commerce Secretary Howard Lutnick discloses his financial information; 10. Market News: MicroStrategy will settle all note conversion requests in the form of stock; 11. MicroStrategy issued a redemption notice, redeeming notes for approximately $1.05 billion; 12. BlackRock Bitcoin ETF's holdings exceed $60 billion; 13. Bitfinex report: If mining power is transferred to AI in the long term, the risk of Bitcoin centralization will increase; 14. 63,300 $TRUMP were transferred from Binance to an address starting with BTurR6; 15. Phemex CEO: The withdrawal function of USDT and USDC is being gradually restored; 16. Greeks.live: The market is closely watching the Bitcoin price range of $103,000-108,000, and most traders take defensive positions; 17. U.S. stocks opened with mixed gains and losses, with Coinbase up 1.81%; 18. Cynthia Lummis: Will work with FDIC Vice Chairman to end the crackdown on digital assets; 19. Arkham: ARKHAM POINTS Season 1 Witch filtering has been completed and the claim date will be announced soon; 20. JuCoin platform coin $JU IEO raised over 168 million USDT but did not refund and “temporarily raised the price”, which caused controversy in the community; 21. Coinbase International will launch TOSHI, GIGA and GRT perpetual contracts; 22. More than 942 ETH were transferred to the Grayscale Ethereum Mini Trust Fund, worth US$3.2 million.

Odaily星球日报讯 XT.COM 将上线 PAWS（Catid Paws），并在 XT Launchpad 开启对应交易活动，详情如下：IEO 认购时间：2025 年 1 月 9 日 16:00 - 18:00 （UTC+8）交易时间：2025 年 1 月 14 日 17:00 （UTC+8）Cat ID Paws 是一款基于 TON 网络的区块链游戏，采用独特的“滑动赚钱”玩法，玩家通过滑动参与游戏并以 BSC 代币形式获得奖励。游戏还通过“Cat ID Paws Friends”系列整合了 NFT，提供玩家拥有、交易及互动独特游戏内资产的机会，同时促进 BSC 生态系统的发展。

Odaily News According to the activity data of AscendEX (formerly BitMax), the subscription activity of SnakeKing (SNAKEKING), the first IEO project in 2024 launched by the platform, has ended. A total of 3,163 users participated in this activity, and the winning users will be drawn by lottery. SNAKEKING will be distributed to the winning user accounts before 12:00 on October 31, and the SNAKEKING/USDT trading pair will be opened at 14:00 on October 31. AscendEX (formerly BitMax) is the first and most comprehensive trading platform for Memecoin in the entire network. The Meme Research Institute team under the platform selects high-quality Memes for listing based on on-chain data and project background. The platform's Memecoin first launch rate is as high as 80%. Trade Memecoin on AscendEX.

Odaily News According to the announcement of AscendEX (formerly BitMax), the IEO product of the platform will start the subscription activity of SnakeKing (SNAKEKING), the first IEO project in 2024, from 12:00 on October 28 to 12:00 on October 30, Beijing time. New and old users who meet the average account holding volume ≥ 200USDT or the total account transaction volume ≥ 500 USDT between October 24 and October 28 can participate. AscendEX (formerly BitMax) is the first and most comprehensive trading platform for Memecoin in the entire network. The Meme Research Institute team under the platform selects high-quality Memes for online listing based on on-chain data and project background. The platform's Memecoin first launch rate is as high as 80%.

Odaily News He Yi, co-founder of Binance, said in a post that the market rise in 2024 will be initiated by BTC ETF. This wave of smart money belongs to the king-level projects and Lumao Studio. They love each other and have created a wave of beautiful data together. On the one hand, the project parties can raise more money from VCs (if you observe the top VCs in the market, they are all over a billion US dollars, which will indeed push up the pricing of good projects). On the other hand, the project parties with money and users are full of confidence. There are millions of users on the chain. It doesn’t matter if they don’t go on a certain platform. There are many CEXs to go on. If there is no CEX, there are DEXs. At worst, there are DEXs on their own chains. Trading platforms do not have pricing power, so for projects with high valuations, everyone should look at the fundamentals, not just the market value, but also the circulation. As of today, the market has indeed changed again. The fratricide between Lumao Studio and L2 projects has turned into a farce, and the Lumao era may be coming to an end. Currently, there are more professional players in both the primary and secondary markets. They have various tools to hedge risks, but the market size has also expanded. As an ordinary investor, the ICO in 2017, the IEO in 2021, the nesting dolls, and even the 2023 strategy of making money may not be suitable for today's market. In every cycle, there will be some projects that go through the bull and bear markets, and there are also countless top-level projects that fall on the road. Whether it is Web2 or Web3, there are very few successful startups, and projects that cross the gap and cycle are even rarer.

Odaily News The Independent Evaluation Office (IEO) of the International Monetary Fund (IMF) pointed out that the IMF faces resource allocation dilemmas and excessive staff burdens as it expands into new policy areas such as governance, social spending, digital currencies, climate change and gender. The report shows that although the expansion in these areas has been approved by the Board of Directors, resources and expertise are still limited, which may affect the IMF's ability to provide high-quality policy advice. The IEO is concerned that this will lead to a trilemma, that is, a trade-off between expanding scope, resource constraints and the ability to maintain high-quality policy advice. It also expressed concerns about the limited discussion on the risks of the Fund's involvement in new policy areas. Although the report made four high-level recommendations, such as around decision-making and budget tracking, the real question is whether this will affect the IMF's digital currency work. The IMF's work on digital currencies and DLT is very extensive, including assisting multiple countries in developing central bank digital currencies and participating in cross-border payment projects, and faces challenges in management and resource allocation. How the IMF adjusts its strategy and work priorities in the future will become the focus of observation. (Ledger Insights)