OKX 行情显示，ETH 跌破 3700 USDT，现报 3699.59 USDT，24H 涨幅收窄至 2.98%。 （本条快讯由AI辅助生成）

According to BlockBeats, analyst James Van Straten reported on December 4 that since November 20, there has been a reduction of nearly 30,000 BTC in open interest at the Chicago Mercantile Exchange (CME). During the same period, U.S. spot-listed ETFs have experienced net inflows exceeding $3 billion. This unusual data suggests that U.S. spot ETFs are increasingly being used for pure directional investments rather than arbitrage strategies. James Van Straten explained that since the launch of ETFs in January, institutional investors have primarily used them to implement a strategy involving long positions in ETFs and short positions in CME futures. This opposing positioning allows institutional investors to earn futures premiums while hedging against price risks. This is why ETF inflows and CME open interest often move in tandem. The recent divergence in these trends indicates a shift in investment strategies, with more investors opting for direct exposure through ETFs rather than engaging in complex arbitrage maneuvers.

According to Odaily, MicroStrategy's founder, Michael Saylor, recently announced on the X platform that the company raised $13.5 billion in November. This substantial funding was used to acquire 149,880 Bitcoin at an approximate price of $90,231 per Bitcoin. The investment has yielded a return of 38.7%, resulting in a net gain of 97,500 Bitcoin for shareholders. This translates to an average daily acquisition of 3,250 Bitcoin. If the Bitcoin price is calculated at $96,000, the total value of the holdings would amount to $9.4 billion, equating to a daily value increase of $312 million. This strategic move underscores MicroStrategy's continued commitment to Bitcoin as a key asset in its investment portfolio. The company's aggressive acquisition strategy highlights its confidence in the long-term potential of Bitcoin, despite the inherent volatility of the cryptocurrency market.

XRP,XRP 暴涨背后的秘密究竟是什么？ 金色财经,技术突破与韩国投资者的力量。

MicroStrategy 创始人 Michael Saylor 在 X 平台发文宣布，11 月 MicroStrategy 筹集 135 亿美元，并以约 90,231 美元的价格收购了 149,880 BTC，BTC 收益率为 38.7%，为股东带来 97,500 枚 BTC 的净收益（即每天 3250 BTC），如果按照 96,000 美元价格计算，相当于 94 亿美元，即每天 3.12 亿美元。

This means that Magic Eden is ready to bring new features to NFT collectors, creators, and traders on the Sei blockchain. Now that Magic Eden is connected with Sei Network, people can use their Launchpad. Also, Mint Terminal, and Marketplace. All in one place. MagicEden and Sei Network: A Better Way to Buy and Sell […] The post Magic Eden Launches on Sei Network appeared first on Altcoin... source: https://www.altcoinbuzz.io/cryptocurrency-news/magic-eden-launches-on-sei-network/

TL;DR The U.S. government transferred $33.6 million in seized FTX crypto assets to two unidentified addresses, including 5,024 ether and $13.5 million in Binance USD. The timing of these transfers coincided with a market rally, with Ethereum’s price increasing modestly and November’s on-chain volume reaching a yearly high. The transfers have sparked speculation within the ... source: https://crypto-economy.com/u-s-government-moves-33-6m-in-seized-ftx-crypto-where-did-it-go/

QCP Capital 最新分析指出，2021 年以来的老牌加密货币近两周迎来显著上涨行情。XRP 突破 2021 年 2 美元历史高点，自 11 月以来暴涨 400%至 2.90 美元。同期，ADA、HBAR 和 XLM 等资深项目也分别录得 300%、800%和 600%的涨幅，展现出传统加密资产的强劲势头。 此轮上涨主要受两大因素推动：首先是特朗普在 11 月提出取消美国公司发行加密货币资本利得税的提议；其次是潜在的亲加密货币内阁人选。据悉，现任 Cantor Fitzgerald CEO Howard Lutnick 可能出任商务部长，其公司目前正与 Tether 进行合作谈判。同时，SEC 主席职位可能由亲加密货币的 Paul Atkins 接替现任主席 Gary Gensler。 尽管韩国实施戒严法一度导致比特币下跌至 93500 美元，但市场随后的快速反弹显示当前买盘力量强劲。报告指出，虽然通胀担忧已将 2025 年美联储降息预期压缩至三次，且特朗普对中国、墨西哥、加拿大和金砖国家的地缘政治风险仍存，但加密货币市场仍有望继续上行。 分析师认为，在特朗普团队可能推出的加密友好政策和机构投资者持续入场的推动下，比特币突破 10 万美元、以太坊创历史新高的目标正从梦想转为现实。建议投资者关注市场强势态势，把握投资机会。

据官方消息，Mantle TVL 突破 21.6 亿美元，创历史新高

According to Odaily, JPMorgan analysts have identified Bitcoin, the US dollar, and stocks as the most vulnerable asset classes from an investor positioning perspective. The report highlights that positions in these assets appear to be increasing as investors bet on their potential rise. In contrast, bond and credit positions are nearing neutrality, while positions in commodities, excluding gold, are on the decline. This analysis suggests that as we approach 2025, stocks, the dollar, and Bitcoin are considered the most susceptible asset classes. Conversely, non-gold commodities are seen as less vulnerable. The report underscores the shifting dynamics in investor strategies, reflecting a cautious approach towards certain asset classes while adjusting positions in others. This trend indicates a broader market sentiment that could influence investment decisions in the coming years.

Raoul Pal, a former Goldman Sachs executive, is growing optimistic about Dogecoin (DOGE) following the impressive performance of XRP, which has surged more than 5x in the past month. The post Dogecoin Set for Big Gains, Says Ex-Goldman Sachs Exec appeared first on Cryptodnes. source: https://cryptodnes.bg/en/dogecoin-set-for-big-gains-says-ex-goldman-sachs-exec/

为什么Crypto AI对投资者和建设者来说是当今最令人兴奋的弱者机会。

比特币作为去中心化和安全的区块链网络，其核心价值在大众心目中是“数字黄金”式的价值存储。然而，这可能是其潜力的“冰山一角”。

Messari,polymarket,Messari：美国大选后Polymarket的韧性 金色财经,Polymarket的旅程远未结束

对于 Web2 和 Web3 世界来说，这将是本十年最重要的技术浪潮。

毫无疑问，美国资本正在逐步掌控加密市场，去中心化的加密乌托邦正在慢慢妥协。

South Korea's political crisis, sparked by President Yoon Suk Yeol's martial law declaration and impeachment calls, is disrupting key tech initiatives, including the AI Basic Act and national AI strategy. This uncertainty threatens the country’s ability to lead in AI, attract global investment, and advance crucial technological reforms.

CZ’s recent Toy Story meme has sparked speculation about Binance’s future, with many linking it to potential BNB institutional adoption or a BNB-based ETF. Meanwhile, BNB’s price surged to a new all-time high of $776.80, reflecting its growing market influence as altcoins, including BNB, gain momentum.

12月3日晚间，韩国加密市场15分钟走完1个月牛市，抄底了吗！

DeFi,流动性,DeFi 内卷破局之道：流动性共享 金色财经,当没有流动性战争，DeFi 世界将会怎样？