2025/11/23 #Ctalks昨日热点推送 1.波士顿联储主席柯林斯表示，对 12 月是否降息仍需保持谨慎。她认为失业率未来可能走高，而通胀会继续回落。她强调，这是政策分歧容易出现的“复杂时期”，市场无需过度解读。 2.彭博社称，近期加密市场出现一次规模和速度都超预期的急跌，比特币一度逼近 80,500 美元。本轮下跌让多家华尔街机构承压，10 月 10 日的闪崩更在数小时内清算了 190 亿美元 仓位。虽然未出现系统性风险，但市场波动幅度明显超出预期。 3.链上分析显示，过去一周约 20,000 枚 BTC 流入交易所，价值接近 20 亿美元，显示市场抛压或短线交易意愿明显上升。 Fed President Collins stated that caution is still needed regarding a potential December rate cut. She believes the unemployment rate may rise in the future, while inflation will continue to decline. She emphasized that this is a "complex period" where policy disagreements are likely to occur, and the market should not overinterpret it. reported that the recent cryptocurrency market experienced a sharp drop in both size and speed, exceeding expectations, with Bitcoin briefly approaching $80,500. This decline put pressure on several Wall Street institutions, with the flash crash on October 10th liquidating $19 billion in positions within hours. While no systemic risk emerged, market volatility significantly exceeded expectations. 3.On-chain analysis shows that approximately 20,000 BTC, worth nearly $2 billion, flowed into exchanges in the past week, indicating a significant increase in market selling pressure or short-term trading intentions.