叮叮幣圈投資筆記

DingDing's top 10 cryptocurrency news in the past 24 hours
Time window: 2025/12/01 01:00 – 2025/12/02 01:00 UTC
1) Crypto tanks as BOJ hawkishness sends markets into risk-off and fear spikes back to “extreme”
Over the last 24 hours, total crypto market cap dropped around 5–7%, erasing close to $200B and sliding back toward the $2.9T area. BTC briefly broke below $86K, and the Fear & Greed Index plunged into “Extreme Fear,” as the Bank of Japan’s rate-hike hints raised fears of a yen carry-trade unwind and triggered a broad de-risking across global assets.
2) ETH battles around $2.8K while the Fusaka upgrade promises 60–90% cheaper L2 fees
ETH lost the $2.8K support with roughly 6% daily downside, leaving most short-term indicators bearish just days before the Fusaka upgrade. Yet Fusaka’s PeerDAS data-availability tech is designed to massively boost throughput and cut L2 transaction costs by an estimated 60–90%, a structural tailwind for DeFi, gaming and social apps even if volatility stays high in the near term.
3) BTC spot ETFs suffer nearly $3.8–4.3B in November outflows, then show early signs of a December rebound
BTC spot ETFs recorded one of their worst months on record in November, with roughly $3.79–4.3B in net outflows closely tracking BTC’s fall from $126K to the low-$80Ks. By month-end and into early December, flows flipped back to modest net inflows in the tens to hundreds of millions, suggesting that the heaviest wave of selling may be behind and some institutions are starting to buy the dip.
4) BTC ETFs now hold about 6.5% of supply with roughly $119B in AUM
Cumulative net investments into U.S. BTC spot ETFs have reached around $57.7B, with total net assets of roughly $119.4B, representing about 6.5% of BTC’s market cap. That embedded exposure inside pensions, asset managers and other traditional channels acts as a structural demand pillar that cannot be unwound overnight, even if monthly flows swing negative.
5) Vanguard U-turns on crypto, opening BTC, ETH, XRP and SOL ETFs to 50M clients
After years of skepticism toward digital assets, Vanguard has begun allowing trading in BTC, ETH, XRP and SOL spot ETFs on its platform, effectively unlocking access for around 50M customers. This turns crypto into a one-click allocation inside long-term portfolios and retirement accounts, setting the stage for a slow but powerful wave of passive inflows.
6) Strategy raises $1.44B to grow its BTC stash toward 650K, acting like a listed “BTC super-whale”
Strategy (formerly MicroStrategy) announced plans to raise about $1.44B in cash to fund dividends and further BTC accumulation, targeting holdings of around 650K BTC. Its share price continues to move in high correlation with BTC, effectively turning the company into a leveraged BTC vehicle and reinforcing corporate-treasury demand for the asset.
7) DeFi security under fire: Yearn loses $9M as November attack losses jump nearly 10x to over $120M
Yearn’s yETH vault was exploited for roughly $9M via an unlimited-mint style attack draining a custom stETH/rETH pool, with part of the haul routed through Tornado Cash. A broader security review shows that November’s on-chain exploits topped $120M, nearly ten times October’s tally, and that total losses over the past 12 months exceed $9B, forcing both DeFi protocols and CEXs to rethink risk controls and code quality.
8) New research shows the real cost of hacks lies in the crash: total damage can exceed $1B per event
Fresh academic work from complexity researchers concludes that direct amounts stolen in hacks are often dwarfed by follow-on losses as prices collapse, liquidity vanishes and trust evaporates. For major incidents, the aggregate economic damage across investors can exceed $1B, highlighting that “security events” are ecosystem-wide shocks, not isolated project problems.
9) European authorities seize roughly $1.51B from BTC mixer Cryptomixer in major anti-laundering move
European law enforcement seized about $1.51B tied to BTC mixing service Cryptomixer, alleging it was heavily used to launder ransomware proceeds and other illicit funds. The operation sends a clear message that mixers and high-anonymity tools will face escalating enforcement, and that the line between privacy and compliance is becoming a central policy battleground.
10) Ripple wins an expanded license in Singapore as UAE’s full-stack regime and Russian inflows show adoption under the surface
Ripple secured an expanded Major Payment Institution license from Singapore’s MAS, enabling it to scale regulated blockchain-based payments using XRP and RLUSD across Asia. At the same time, the UAE has rolled out one of the world’s most comprehensive digital-asset frameworks and continues to attract funds, including Russian capital, into BTC and ETH products—signaling that, beneath the volatility, real-world and institutional adoption keeps grinding higher.
Trend view – bull or bear?
Short term: The market is in a clearly bearish, high-volatility phase driven by macro jitters, broken BTC and ETH support levels, and renewed anxiety over DeFi security and privacy-tool crackdowns. Bounces are likely to be fragile and trader-driven.
Medium to long term: Structural signals remain bullish. ETH’s Fusaka upgrade should improve scaling economics, Vanguard’s move and the 6.5% BTC supply held in ETFs deepen traditional-market integration, Strategy’s treasury strategy and Ripple/UAE regulatory progress extend real-world use. The base case is a choppy, headline-driven bottoming process rather than the end of the cycle.
#BTC #ETH #Fusaka #CryptoETFs #InstitutionalAdoption #DeFi #Security #Hacks #Regulation #PrivacyTools #Ripple

叮叮24小時內TOP10加密貨幣新聞
時間區間：2025/12/01 09:00 – 2025/12/02 09:00（UTC+8）
1）大盤暴跌＋日本放鷹，恐懼指數重回極端區
過去24小時，加密總市值一度蒸發近 2,000 億美元，整體跌幅約 5–7%，市值回落到約 2.9 兆美元附近。BTC 一度跌破 86,000 美元，恐懼與貪婪指數重新掉進「極度恐懼」，疊加日本央行釋出升息訊號、日圓套利交易平倉壓力，全球風險資產同步進入避險模式。
2）ETH 跌向 2,800 美元，但 Fusaka 升級有望讓 L2 手續費再砍 60–90%
ETH 在賣壓中跌破 2,800 美元關鍵支撐，短線技術指標全面轉空，市場對即將登場的 Fusaka 升級充滿不確定感。不過升級核心的 PeerDAS 技術將大幅提升資料可用性、降低 L2 成本，預期可讓 L2 手續費再降 60–90%，長線對 DeFi、遊戲與社交應用都是強力利多。
3）BTC 現貨 ETF 11 月慘遭近 38 億美元淨流出，12 月初已出現回補跡象
11 月 BTC 現貨 ETF 累計淨流出約 37.9–43 億美元，幾乎與 BTC 從 126K 殺到 80K 上方的走勢同步，被視為本輪下跌的「機構版拋售」。但在月末與 12 月首週，BTC ETF 已出現數億美元等級的淨流入，先前連續流出的賣壓明顯鈍化，顯示部分機構開始把恐慌視為逢低布局機會。
4）BTC ETF 累計持有約 6.5% 供應，1,194 億美元部位成為價格護城河
自上市以來，美國 BTC 現貨 ETF 的累計淨投資金額約 577 億美元、現有資產規模約 1,194 億美元，約等於 BTC 總市值的 6.5% 被鎖在傳統金融管道。這些部位多來自退休金、資產管理公司與保險等「長線錢」，即便短期有贖回，整體仍是支撐中長期需求的重要底座。
5）Vanguard 立場 180 度大轉彎，5,000 萬客戶可直接交易加密 ETF
長期對加密態度保守的 Vanguard 宣布開放 BTC、ETH、XRP、SOL 等加密現貨 ETF 交易，等於替 5,000 萬名客戶打開合規入場大門。這不只是多幾檔產品，而是讓退休帳戶、長期投資組合可以「一鍵加配加密」，未來一段時間有望帶來持續性的被動買盤。
6）Strategy 再籌 14.4 億美元現金，持有 BTC 規模衝向 65 萬枚
Strategy（原 MicroStrategy）公布新一輪融資計畫，籌集約 14.4 億美元用於發放股息與進一步增持 BTC，目標持幣數量上看 65 萬枚，穩居全球持有 BTC 最多的上市公司地位。股價也跟著 BTC 一起高低起伏，等於是把公司本身變成「放大版 BTC 槓桿多頭」。
7）DeFi 安全拉警報：Yearn 被偷 900 萬美元，11 月駭案損失暴增近 10 倍
老牌協議 Yearn 的 yETH Vault 遭攻擊，駭客疑似透過設計缺陷無限鑄造 yETH，抽乾客製化 stETH／rETH 池，一口氣捲走約 900 萬美元。安全報告指出，11 月整體鏈上攻擊損失超過 1.2 億美元，較前一個月暴增近十倍，過去 12 個月累計損失逾 90 億美元，DeFi 與 CEX 都被迫重新檢視風控與程式碼品質。
8）研究：每一次大型駭客事件，真正慘的是「被一起套牢的投資人」
最新學術研究發現，加密專案被駭後，直接被偷走的金額只是冰山一角；幣價崩跌、流動性乾涸與信任崩壞，往往讓整體經濟損失放大到十億美元等級。也就是說，一次重大攻擊，受傷的不只是專案方，整個板塊的投資人和流動性提供者都會一起買單。
9）歐洲當局沒收約 15.1 億美元 BTC 混幣服務，隱私工具面臨史上最強執法壓力
歐洲執法單位突襲查封 BTC 混幣服務 Cryptomixer，沒收價值約 15.1 億美元資產，指其長期協助勒索軟體與洗黑錢。這起行動向市場發出明確訊號：針對混幣器與高度匿名工具的監管與執法只會越來越重，隱私與合規的平衡將成為未來政策攻防核心。
10）Ripple 新加坡擴大牌照＋UAE 完整監管框架，亞洲與中東成合規熱區
Ripple 拿下新加坡金管局擴大版支付牌照，可在當地與東南亞擴張 XRP 與 RLUSD 穩定幣相關的合規支付服務；同時間，UAE 也完成涵蓋加密、DeFi、資產代幣化的數位資產監管架構，並吸引俄羅斯等地資金透過在地基金加碼 BTC 與 ETH。這兩個市場正快速成為「監管友善＋實際採用」兼具的新重心。
整體趨勢多空判斷：
短線：價格與情緒都明顯偏空，BTC、ETH 技術面破位，駭客攻擊與監管嚴打隱私工具也放大了避險情緒，屬於典型的「高位重磅修正＋情緒洗牌」階段。
中長線：Fusaka 升級帶來 ETH 生態成本下降，Vanguard 開放加密 ETF、BTC ETF 持有 6.5% 供應、Strategy 長期持幣、Ripple 與 UAE 等地合規進展，讓整體結構仍偏多頭。更合理的假設是：未來一段時間會在高波動區間震盪築底，多頭不死但需要耐心與風控。
#BTC走勢 #ETH升級 #Fusaka #加密ETF #機構買盤 #DeFi風險 #駭客事件 #監管動向 #隱私工具 #亞洲市場 #中東市場