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昨夜今晨链上新闻与重要动态｜2025年6月12日–13日
📍每天 3 分钟，掌握链上脉动与宏观暗流
🧭 宏观 & 市场结构洞察
Bitcoin 波动率骤升 → 潜在波动中枢调整
Glassnode 数据显示，6月12日 BTC 的 realized volatility（实际波动率）上升 15%，意味着市场的价格波动正在增强 (blockchain.news)。
与此同时，net inflows of 12,000 BTC 至交易所，反映出机构或大户在调整持仓策略 (blockchain.news)。
本轮波动多由“流动性增强”触发，大资金入场与未预料的宏观因素正促使价格逻辑重构。
Bitfinex交易所的多头持仓情况变化
我们做一组数据对比，上次BitFinex多头持仓量从高位骤减到底部时，BTC价格在9.5万上下。
而这次多头持仓量一路降低，甚至低于上次的底部，而币价仍维持在10.3万上下。即使有地缘政治这个不确定的事件，仍然保持在10万以上的价格。
我们可以看出：即使BTC的大户持有者在减仓，并低于上次的持仓总量时，但整体价格仍然高于之前。说明这段时间，有人买入推高了价格，至于谁会在高位买入？—— 即增量资金和长线投资者。
📊 On‑chain 流量 & 热点看点
🚀 ETH 日衍生品交易量突破 $1,100 亿
单日成交量暴涨至约 1,110 亿美元，超越 BTC 的 875 亿美元，显示杠杆主力正在重点布局 ETH 板块 (thecurrencyanalytics.com)。
🐳 长期持币者未急于获利 → 表明坚决信心
Glassnode 报告指出：尽管 LTHs 日获利高达 9.3 亿美元，但整体比重仍在上升；结合低 implied and realized volatility，这种“高获利+持仓增多”的状态罕见 。
ETH 双轨风险拆解
ETH 板块偏高位回调，需警惕 3–5 亿美元合约的 liquidations；但整体走势仍稳健。CoinGlass数据显示，最近 24h 市场爆仓约 3.37 亿美元，其中 ETH 多头暴露尤重 (cryptoslate.com)。
🏗️ 技术推动与生态建设
⚙️ Polygon 发布“Gigagas”扩容路线图
三阶段计划 Q3 达至 1,000 TPS、2025年底提升至 5,000 TPS、2026年后突破 100,000 TPS；Gas费目标 < $0.001，配合集成 RWA 与支付落地。
若成功，Polygon 将成为高频支付与链上稳定金融平台的重要基础设施。
🧠 加密暗涌 · 策略拆解
1️⃣ 资金结构由 BTC → ETH 深度转移
- ETH 衍生品成交量已压倒BTC，资金追涨回补力道强；BTC虽稳，但交易深度有限，侧面反映ETH热度上升。
2️⃣ 周四晚以色列对伊朗的空袭辐射到了加密市场，开火时间也正好是大饼砸下来时的时间，在市场价格处在历史高位时期，战争增加了不确定性，同时会导致油价上升，推高通胀。导致部分投资者暂时离场，部分短线投机者进场做空。
但由于长期仍然处于牛市结构，短期下跌仍然是我们的上车机会
3️⃣ 技术节奏叠加生态落地趋势
- Polygon/Gigagas 和 ETH 板块的结构增强，RWA、DeFi 和实际支付用途成为资金共振印记；短期仍需注意波动，长期生态底层逻辑清晰。
🧭 宏观 & 市场结构洞察
Bitcoin 波动率骤升 → 潜在波动中枢调整
Glassnode 数据显示，6月12日 BTC 的 realized volatility（实际波动率）上升 15%，意味着市场的价格波动正在增强 (blockchain.news)。
与此同时，net inflows of 12,000 BTC 至交易所，反映出机构或大户在调整持仓策略 (blockchain.news)。
本轮波动多由“流动性增强”触发，大资金入场与未预料的宏观因素正促使价格逻辑重构。
Bitfinex交易所的多头持仓情况变化
我们做一组数据对比，上次BitFinex多头持仓量从高位骤减到底部时，BTC价格在9.5万上下。
而这次多头持仓量一路降低，甚至低于上次的底部，而币价仍维持在10.3万上下。即使有地缘政治这个不确定的事件，仍然保持在10万以上的价格。
我们可以看出：即使BTC的大户持有者在减仓，并低于上次的持仓总量时，但整体价格仍然高于之前。说明这段时间，有人买入推高了价格，至于谁会在高位买入？—— 即增量资金和长线投资者。
📊 On‑chain 流量 & 热点看点
🚀 ETH 日衍生品交易量突破 $1,100 亿
单日成交量暴涨至约 1,110 亿美元，超越 BTC 的 875 亿美元，显示杠杆主力正在重点布局 ETH 板块 (thecurrencyanalytics.com)。
🐳 长期持币者未急于获利 → 表明坚决信心
Glassnode 报告指出：尽管 LTHs 日获利高达 9.3 亿美元，但整体比重仍在上升；结合低 implied and realized volatility，这种“高获利+持仓增多”的状态罕见 。
ETH 双轨风险拆解
ETH 板块偏高位回调，需警惕 3–5 亿美元合约的 liquidations；但整体走势仍稳健。CoinGlass数据显示，最近 24h 市场爆仓约 3.37 亿美元，其中 ETH 多头暴露尤重 (cryptoslate.com)。
🏗️ 技术推动与生态建设
⚙️ Polygon 发布“Gigagas”扩容路线图
三阶段计划 Q3 达至 1,000 TPS、2025年底提升至 5,000 TPS、2026年后突破 100,000 TPS；Gas费目标 < $0.001，配合集成 RWA 与支付落地。
若成功，Polygon 将成为高频支付与链上稳定金融平台的重要基础设施。
🧠 加密暗涌 · 策略拆解
1️⃣ 资金结构由 BTC → ETH 深度转移
- ETH 衍生品成交量已压倒BTC，资金追涨回补力道强；BTC虽稳，但交易深度有限，侧面反映ETH热度上升。
2️⃣ 周四晚以色列对伊朗的空袭辐射到了加密市场，开火时间也正好是大饼砸下来时的时间，在市场价格处在历史高位时期，战争增加了不确定性，同时会导致油价上升，推高通胀。导致部分投资者暂时离场，部分短线投机者进场做空。
但由于长期仍然处于牛市结构，短期下跌仍然是我们的上车机会
3️⃣ 技术节奏叠加生态落地趋势
- Polygon/Gigagas 和 ETH 板块的结构增强，RWA、DeFi 和实际支付用途成为资金共振印记；短期仍需注意波动，长期生态底层逻辑清晰。
See original
News Flash: Geopolitical News 'Israel May Launch an Attack'
The uncertain news in geopolitics may be the main uncertain factor causing the current market to experience downward fluctuations. However, this is a short-term behavior, and the lower part of the downward consolidation area can still be bought in batches. Positions have been increased.
The uncertain news in geopolitics may be the main uncertain factor causing the current market to experience downward fluctuations. However, this is a short-term behavior, and the lower part of the downward consolidation area can still be bought in batches. Positions have been increased.
BTCUSDT
5X
Long
Unrealized PNL (USDT)
-179.04
-3.00%
See original
Last night's on-chain news and important updates | June 11-12, 2025
Original: Crypto undercurrent
📍 Crypto undercurrent | 3 minutes a day to grasp on-chain pulses and macro undercurrents 📮 Follow me to receive news alerts immediately.
🧭 Macroeconomic trends & regulatory dynamics
🌏 Stablecoin market capitalization hits a new high, reaching $228 billion
— CryptoQuant data shows that the total market capitalization of stablecoins exceeds $228 billion, having increased by $33 billion (+17%) this year. The driving forces include increased trading activity, expanded payment use, and a clearer policy environment in the U.S., leading to a rising demand for 'compliant stablecoins'.
❌ X platform continues to ban multiple crypto KOLs and official accounts
📍 Crypto undercurrent | 3 minutes a day to grasp on-chain pulses and macro undercurrents 📮 Follow me to receive news alerts immediately.
🧭 Macroeconomic trends & regulatory dynamics
🌏 Stablecoin market capitalization hits a new high, reaching $228 billion
— CryptoQuant data shows that the total market capitalization of stablecoins exceeds $228 billion, having increased by $33 billion (+17%) this year. The driving forces include increased trading activity, expanded payment use, and a clearer policy environment in the U.S., leading to a rising demand for 'compliant stablecoins'.
❌ X platform continues to ban multiple crypto KOLs and official accounts
See original
On-chain news and important updates from last night and this morning | June 10-11, 2025
#币安Alpha上新
🧭 Macroeconomic Policy & Regulation
🇺🇸 #CLARITYAct Bill passed the Financial Services Committee review
— Passed with 32 votes in favor and 19 against, to be submitted for a full vote in the House of Representatives, aiming to clarify the structure of the digital asset market and delineate the regulatory boundaries between SEC and CFTC.
🇺🇸 SEC Chairman expresses support for DeFi self-custody
— SEC Chairman recently stated support for DeFi platform innovation, emphasizing user self-custody rights, boosting sentiment in the DeFi sector.
🏦 Institutions & Capital Markets
🔷 GameStop's earnings report reveals acquisition of 4,710 BTC
— From May 3 to June 10, accumulated purchase of 4,710 BTC, implementing BTC reserve asset strategy.
🧭 Macroeconomic Policy & Regulation
🇺🇸 #CLARITYAct Bill passed the Financial Services Committee review
— Passed with 32 votes in favor and 19 against, to be submitted for a full vote in the House of Representatives, aiming to clarify the structure of the digital asset market and delineate the regulatory boundaries between SEC and CFTC.
🇺🇸 SEC Chairman expresses support for DeFi self-custody
— SEC Chairman recently stated support for DeFi platform innovation, emphasizing user self-custody rights, boosting sentiment in the DeFi sector.
🏦 Institutions & Capital Markets
🔷 GameStop's earnings report reveals acquisition of 4,710 BTC
— From May 3 to June 10, accumulated purchase of 4,710 BTC, implementing BTC reserve asset strategy.
See original
「Capital Entry + Political Turmoil: Last Week's Five Major Hot Topics in the Crypto Circle」
① Gemini Files IPO Application
Gemini suddenly filed an IPO application with the SEC, marking the formal 'entry' of the crypto market. This not only follows the trend of Circle (CRCL) but also provides a more 'public and transparent' path for entering the crypto industry (reuters).
② Circle’s Amazing Two-Day Gain
Stablecoin issuer Circle (CRCL) saw a further increase of 44.7% the day after its IPO, with its market value about to reach 25 billion USD, producing a positive chain reaction on the stocks of peers (such as Robinhood, Coinbase, etc.) (marketwatch).
③ The War of Words: Trump vs Musk
Last week, the public opinion storm between 'Trump × Musk' triggered panic, causing BTC to drop below 101k, but it quickly rebounded, reflecting the high selling pressure and emotional response pathway.
④ Regulatory Progress: Initial Hearing on the CLARITY Act
The U.S. House Financial Services Committee discussed the CLARITY Act, attempting to clarify the regulatory boundaries between the SEC and CFTC and strengthen compliance supervision; however, the bill remains controversial (axios).
⑤ Bitcoin 2025 Conference Becomes a Political Show
The Las Vegas Bitcoin Conference attracted 35,000 attendees, including several Republican politicians and Trump Jr., highlighting the 'deep integration' trend between Bitcoin and the MAGA political ecology.
🔍 Behind-the-Scenes Drivers and Market Under Currents
1. Strong Financing in the Compliance Track
The IPOs of Circle and Gemini indicate that the 'stablecoin issuance platform + exchange' model is gaining institutional capital recognition, marking an important node in the industry's evolution from 'wild grass' to 'regular troops'.
2. Market Sensitivity and Rapid Rebound
The Trump × Musk incident caused a short-term adjustment in BTC, but it also indicates strong support and capital trends in the market, with main funds currently 'holding back' during the consolidation phase.
3. Simultaneous Game of Regulation and Politics
The U.S. CLARITY, Europe's MiCA, and domestic policies are continuously advancing, while the political exposure from the Bitcoin conference shows that crypto assets have been embedded in the country's soft power framework.
This Week's Observations
Stablecoins & RWA Sector Accelerates: Pay attention to USDC, Circle's subsequent financing transmission, and the pace of regulatory implementation;
High Position Structure Attention to Rhythm: BTC pushing towards 110k, short-term vigilance for 'volume shortage adjustment';
Policy and Conference Continuation Effects: The subsequent specific implementation of CLARITY on industry regulations, and whether slight changes in U.S. policy have a direct impact on on-chain capital paths.
① Gemini Files IPO Application
Gemini suddenly filed an IPO application with the SEC, marking the formal 'entry' of the crypto market. This not only follows the trend of Circle (CRCL) but also provides a more 'public and transparent' path for entering the crypto industry (reuters).
② Circle’s Amazing Two-Day Gain
Stablecoin issuer Circle (CRCL) saw a further increase of 44.7% the day after its IPO, with its market value about to reach 25 billion USD, producing a positive chain reaction on the stocks of peers (such as Robinhood, Coinbase, etc.) (marketwatch).
③ The War of Words: Trump vs Musk
Last week, the public opinion storm between 'Trump × Musk' triggered panic, causing BTC to drop below 101k, but it quickly rebounded, reflecting the high selling pressure and emotional response pathway.
④ Regulatory Progress: Initial Hearing on the CLARITY Act
The U.S. House Financial Services Committee discussed the CLARITY Act, attempting to clarify the regulatory boundaries between the SEC and CFTC and strengthen compliance supervision; however, the bill remains controversial (axios).
⑤ Bitcoin 2025 Conference Becomes a Political Show
The Las Vegas Bitcoin Conference attracted 35,000 attendees, including several Republican politicians and Trump Jr., highlighting the 'deep integration' trend between Bitcoin and the MAGA political ecology.
🔍 Behind-the-Scenes Drivers and Market Under Currents
1. Strong Financing in the Compliance Track
The IPOs of Circle and Gemini indicate that the 'stablecoin issuance platform + exchange' model is gaining institutional capital recognition, marking an important node in the industry's evolution from 'wild grass' to 'regular troops'.
2. Market Sensitivity and Rapid Rebound
The Trump × Musk incident caused a short-term adjustment in BTC, but it also indicates strong support and capital trends in the market, with main funds currently 'holding back' during the consolidation phase.
3. Simultaneous Game of Regulation and Politics
The U.S. CLARITY, Europe's MiCA, and domestic policies are continuously advancing, while the political exposure from the Bitcoin conference shows that crypto assets have been embedded in the country's soft power framework.
This Week's Observations
Stablecoins & RWA Sector Accelerates: Pay attention to USDC, Circle's subsequent financing transmission, and the pace of regulatory implementation;
High Position Structure Attention to Rhythm: BTC pushing towards 110k, short-term vigilance for 'volume shortage adjustment';
Policy and Conference Continuation Effects: The subsequent specific implementation of CLARITY on industry regulations, and whether slight changes in U.S. policy have a direct impact on on-chain capital paths.
See original
‘Capital Involvement + Political Turmoil: The Five Major Hot Topics in the Crypto Circle Last Week’
① Gemini Files IPO Application
Gemini suddenly filed for an IPO with the SEC, marking the formal 'entry' of the crypto market, not only following the Circle (CRCL) trend but also providing more 'open and transparent' pathways for the crypto industry (reuters).
② Circle's Two-Day Surge is Remarkable
Stablecoin issuer Circle (CRCL) surged another 44.7% on the second day of its NYSE listing, with its market cap nearing $25 billion, positively impacting the stocks of peers (such as Robinhood, Coinbase, etc.) (marketwatch).
③ The War of Words: Trump vs Musk
Gemini suddenly filed for an IPO with the SEC, marking the formal 'entry' of the crypto market, not only following the Circle (CRCL) trend but also providing more 'open and transparent' pathways for the crypto industry (reuters).
② Circle's Two-Day Surge is Remarkable
Stablecoin issuer Circle (CRCL) surged another 44.7% on the second day of its NYSE listing, with its market cap nearing $25 billion, positively impacting the stocks of peers (such as Robinhood, Coinbase, etc.) (marketwatch).
③ The War of Words: Trump vs Musk
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