每周市场亮点 - 建筑商在宏观不确定性中继续建设

2025 年 2 月 14 日

宏观/传统金融

• 美国CPI通胀率同比

  上涨

  3%，略高于预期的2.9%。环比上涨0.5%，为2023年8月以来最高。生产者价格指数（“PPI”）也高于预期，同比上涨3.5%，高于上月的3.3%。

• Strategy 以每比特币 97,255 美元的价格收购了 7,633 BTC，总价值 7.42 亿美元。Strategy 目前持有 478,740 BTC，总价值约 310 亿美元，平均每比特币约 65,033 美元。

• 能源存储公司 KULR 最近致力于实施比特币国库战略，

  以 1000 万美元

  收购了100 个 BTC，其总持有量达到 610 个 BTC。

• CoinShares 已成为最新一家申请 XRP 和 LTC ETF 的发行人。彭博分析师最近分析了美国的各种现货 ETF 申请，得出结论：莱特币最有可能在 2025 年获得批准，其次是狗狗币、Solana 和 XRP。

• Grayscale 已

  申请

  首个 Cardano (ADA) 现货 ETF。

加密

L1/L2：

• 专注于知识产权的 L1，Story Protocol，

  推出了

  主网和 $IP 代币。L1 为用户提供了一种注册其 IP 并跟踪其使用情况的方法，将自己定位为“世界知识产权网络”。

• TON 链已与 LayerZero 集成，支持跨多条链的跨链传输，包括以太坊、Solana 和 Tron。

DeFi：

• Uniswap Labs

  推出了

  其以太坊 L2 链 Unichain。Unichain 建立在 OP Superchain 之上，承诺 1 秒的出块时间和 Gas 成本比以太坊 L1 低约 95%。他们还实施了 ERC-7683 以提高跨链互操作性。

• 领先的以太坊流动性质押提供商 Lido 已

  发布

  v3。V3 引入了 stVaults，这是一种模块化智能合约，旨在让机构能够定制质押设置，以确保更好的合规性和运营控制。

• DeFi 平台 Legend 已

  融资

  1500 万美元。Legend 正寻求打造一款以多功能自托管钱包为中心的 DeFi“超级应用”。

其他的：

• NEAR 基金会已

  启动

  2000 万美元的 AI 代理基金，专注于扩大基于 NEAR 技术构建的完全自主和可验证代理的开发。

• OpenSea 已发布其新 OS2 NFT 平台测试版，并透露了 $SEA 代币空投的消息。

• Arweave 的计算平台 AO 已在主网上

  线

  。AO 之前被其开发人员称为“超并行计算机”，并引入了具有并行处理的分布式计算环境。

• Ethereum security platform, Drosera, has raised US$3.25M.

Latest Binance Research Publications

Check out our latest publications:

• Monthly Market Insights - February 2025

• From Challenges to Opportunities: How DeSci Reimagines Science

• Full-Year 2024 & Themes for 2025

That’s a wrap!

Binance Research

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