Web3 英文奏折

2026/01/08 | 共收录 21 篇原创情报

👤 (9) X 上的 Ben Sigman：“Launched a new Bitcoin fund with @dotkrueger – here’s how it works. Accredited investors put in min $100K. Fund buys Bitcoin. We hold. We use Bitcoin as collateral to borrow stablecoins. Every month we target sending investors ~1% of their capital as a distribution. These https://t.co/BistTTyvGL” 05:27

与@dotkrueger推出比特币基金，合格投资者最低投资10万美元基金买入并持有比特币，以其为抵押借入稳定币，目标每月向投资者分配约1%的资本（延迟纳税），同时保持比特币全额敞口适合寻求比特币持仓创收、专业托管及税务优化分配的合格投资者

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👤 (9) X 上的 Crypto Tony：“@KobeissiLetter Either Jim tweeted it was bullish or Baron done the ultimate short https://t.co/GfPhza8VaE” 05:25

美股创新高之际，黑石股价无重大消息却逆市大跌4%

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👤 (9) X 上的 CryptosRus：“🇺🇸 THE FIRST U.S. CHAINLINK ETF IS APPROVED. The SEC’s approval of Bitwise’s Chainlink spot ETF marks a pivotal development, enabling the asset’s first regulated entry into the American stock market. $LINK’s all-time high is around $52.70, and it’s still more than 70% below https://t.co/I0f74DZwdG” 05:16

美首只Chainlink ETF获批，为机构资金提供合规入市通道，管理费初期豁免

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👤 (9) X 上的 Decode：“The structure of this LTF correction on Bitcoin will tell us everything we need to know. If the 4th wave of an expanded flat has just completed, BTC should impulse down, otherwise if corrective with overlapping structures the bottom may already be in. For altcoins it’s a mixed” 05:15

比特币走势决定后市方向：若四浪调整结束将下跌，否则可能见底山寨币分化，但当前是寻找买点时机

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👤 (9) X 上的 Daan Crypto Trades：“Altcoin Market Dominance has been on the rise in recent weeks. But overall this price action has been pretty undecisive since the 10/10 flush. Respecting both its support and resistance pretty well and just ranging for now. Keep in mind, a lot of alts did sell off during this https://t.co/xiBslzlTUT” 05:03

近期山寨币市场占比上升，但整体价格走势犹豫，维持区间震荡需注意该指标仅反映相对比特币的表现

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👤 (9) X 上的 Plan C：“When the Bitcoin bull market ends, the simplistic idea that Bitcoin will follow prior cycle patterns and severity of drawdowns is intellectually bankrupt. P.S. I don’t think this cycle is over. The business cycle is still below 50, we’ve built unprecedented support on the https://t.co/Fp91VJgMoK” 02:51

比特币牛市终结后，其走势未必重复历史周期当前周期未结束，经济指标与市场结构更健康

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👤 (9) X 上的 Rajat Soni, CFA：“It’s 2054 Bitcoin has failed The gold bugs, led by @PeterSchiff, have convinced everyone that peer to peer exchanges of gold are the way to go The world is now on a gold standard You run a coffee shop A customer walks in to buy a coffee but all they have is a 1 KG bar of” 04:24

2054年，世界回归金本位，比特币失败顾客用金条买咖啡，需分割、验纯度，交易繁琐耗时

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👤 (9) X 上的 Michaël van de Poppe：“The price action on #Bitcoin isn’t great today. The rejection at $94K is quite harsh and it continues to fall, despite a lot of strength on the indices. The reason that I’m saying that anything $89.5k+ is fine, is that we’ve got a double point of conviction here: – The 21-Day https://t.co/xvSyC4aT19” 04:15

比特币跌破9.45万美元关键支撑，但若守住8.95万美元及21日均线，上行趋势未改

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👤 (9) X 上的 The Kobeissi Letter：“The reality is that we have a housing affordability crisis in the US. Home price to income ratios recently broke above 4.5x, the highest levels since the 1950s. Homeownership in the US has become a luxury. Follow us @KobeissiLetter for real time analysis as this develops. https://t.co/ju1ScIP7de” 04:09

现有房主平均房贷利率4.2%，低于当前利率约200基点，创历史最大利差，抑制房屋出售意愿

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👤 (9) X 上的 Michaël van de Poppe：“A classic principle where $BTC corrects, while Nasdaq continues to rally. All in all, there’s more expansion coming on the balance sheet of the FED. There’s a likely more risk-on appetite taking place. In that sense, dips are generally for buying, especially when the Nasdaq is https://t.co/RO7W3OciBZ” 02:48

美联储扩表在即，风险偏好回升，纳指新高在望，逢低买入

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👤 (9) X 上的 Hunter Horsley：“This week Bank of America made $BITB available to wealth management & private bank clients! Access opened for $4 trillion of AUM. Financial advisors are going to play a key role in helping investors get and manage crypto exposure in the chapter ahead. Grateful that https://t.co/qiPVYe6JtL” 02:11

美国银行向高净值客户开放比特币ETF投资通道，管理资产达4万亿美元理财顾问将在加密资产配置中发挥关键作用，Bitwise投资公司成为其合作伙伴

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👤 (9) X 上的 CryptosRus：“🇺🇸WYOMING JUST LAUNCHED $FRNT, THE FIRST U.S. STATE-ISSUED STABLECOIN, LIVE ON SOLANA. A U.S. government entity just proved it can ship a regulated, audited, on-chain dollar rail on public networks, not a closed sandbox. This has huge implications for the future. 1️⃣The https://t.co/5Zuq665yQ5” 02:16

美国怀俄明州推出首个州政府稳定币FRNT，基于Solana区块链，为公共资金上链提供合规范本，推动实时结算与跨链互操作，加速资产代币化进程

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👤 (9) X 上的 Bitcoin Archive：“NEW: 🇺🇸 TRUMP TO BAN INSTITUTIONAL INVESTORS FROM BUYING HOMES IN THE U.S. Firms like BlackRock use single-family homes for their monetary premium With that channel restricted, the demand for a store of value won’t disappear It will flow to assets that are scarce, liquid, and https://t.co/afmEJhiyER” 02:05

特朗普拟禁机构投资者购买美国住宅，资金或转向比特币等稀缺流动资产

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👤 (9) X 上的 Digital Asset News：“BREAKING: – US attempt to seize the Russian-flagged tanker Marinera in the North Atlantic, citing Russian media and flight data, but US sources confirm the operation succeeded after a two-week pursuit from Venezuelan waters. – The vessel, ORIGINALLY VENZUELAN OWNED and” 01:37

美在北大西洋追截并扣押涉走私俄籍油轮，加剧美俄能源制裁摩擦，推高国际油价

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👤 (9) X 上的 Jungle Inc Crypto News：“🚨 CRITICAL WARNING: Bitcoin Core Bug Deletes Wallets 🚨 If you are running Bitcoin Core v30 or v30.1, you need to pay attention immediately. A catastrophic bug has been discovered that can permanently delete your wallet files during migration. The Breakdown:⚠️ The Bug: https://t.co/8lx8yQF515” 01:22

比特币核心v30/30.1存在高危漏洞，可致钱包永久丢失，引发对开发团队及官方版本的信任质疑建议考虑安全替代方案

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👤 (9) X 上的 CoinMarketCap：“🔎 CMC Feature Highlight | Market View Widgets When the market moves fast, convenience matters. Get the data you need without opening the app. With CMC Widgets, you can: 🔹 Access CMC AI instantly 🔹 Track live prices across top coins and your Watchlist 🔹 Monitor your https://t.co/SQY0erwuEV” 01:13

CMC小部件：实时追踪行情与资产，支持iOS和Android

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👤 (9) X 上的 CryptosRus：“IT’S 2026 — AND YES, WE’RE STILL EARLY. 🔥 BlackRock just told CNBC, “We see this still being early days for #Bitcoin and #Ethereum.” Read that again. Let it sink in. That’s one of the biggest asset managers on Earth basically telling you the crypto market is still in its https://t.co/X00MGHfy5O” 01:14

贝莱德称比特币以太坊仍处早期，机构加速入场，现实资产代币化融合传统金融与区块链

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👤 (9) X 上的 CoinMarketCap：“Since 2011, Bitcoin has seen 8 positive and 7 negative Januarys, with a median return of +7.59%. Currently, BTC is trading at ~$92K, up ～3.8% MTD. Polymarket data shows a 76% probability of hitting $95k and a 42% chance of reaching $100k. Do you think BTC will end January https://t.co/d5xNBwwhyK” 01:00

比特币1月历史涨多跌少，本月已涨3.8%市场预测涨至9.5万概率为76%

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👤 (9) X 上的 Michaël van de Poppe：“So far, everything remains neutral. #Bitcoin is still consolidating after the rejection at the $94,000 area. I would assume we’ll see a bounce on this in the coming 1-2 days and then another attack at $94,000 later in the week. Clear invalidation? Lose this trend, presumably https://t.co/XgXirszGHC” 01:00

比特币于94,000美元受阻后盘整，预计1-2日内反弹并再攻该阻力，跌破21日均线则趋势失效

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👤 (9) X 上的 CBS Evening News with Tony Dokoupil：“In a network exclusive, @tonydokoupil asked Venezuelan opposition leader María Corina Machado if Maduro’s vice president, Delcy Rodriguez, is the right person to lead Venezuela; and if she’s truly the moderate some in the U.S. believe her to be. “Everybody in Venezuela and https://t.co/tbUYJOpKJw” 06:07

马查多指委副总统罗德里格斯涉腐涉恐，系酷刑中心主谋及俄伊联系人

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👤 (9) X 上的 Jesse Cohen：“⚠️ Just In: U.S. Job openings in November fell by 303,000 to 7.146 million. That was much worse than the 7.610 million expected. Further, October’s job openings were revised down from 7.670 million to 7.449 million. The downbeat JOLTS reports adds to expectations of a January https://t.co/Ngc9IMaVgd” 00:21

美国11月职位空缺降至714.6万，远低于预期，且前值下修，或强化美联储1月降息预期

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