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Key Market Insights for October 28th, How Much Did You Miss?
精选要闻
1、MegaETH 公售目前已募集 5.3 亿美元，参与地址数达 18,590
2、比特币今年 10 月回报率暂报 0.39%，此前历史平均回报率为 21.89%
3、部分 Solana 生态 meme 币今日涨幅明显，CHILLHOUSE 单日涨超 130%
4、受上线 Upbit 影响，KERNEL 短时拉升超 50%
5、Binance Alpha 将于 10 月 29 日上线 BitcoinOS(BOS)
精选文章
自 x402 协议因 meme 币 $PING 的爆火点燃市场热情，已经快要过去了一周的时间。目前为止，绝大部分的市场观点是正向的，既有对 x402 协议未来发展的乐观展望，也有对各类项目的细分讨论。但也会有一些声音认为，x402 的爆火太快，有可能无法在短期内承载过热的市场期望，出现后继乏力的情况。那么，在这将近一周的时间里，x402 协议生态发生了哪些变化呢？在一起回顾并分析完接近一周时间内 x402 生态的变化后，我们可以对文章标题的内容给出一个回答。
2.《MSTR 被评 B 级，DAT 公司还值得了解和投资吗？》
DAT 模式连接的是风险，也可能是未来。它代表了一种介于加密与资本市场之间的中间地带——既不完全属于「币圈」，也不完全属于「股市」。Strategy 被评为「垃圾」，但某种意义上，这是数字资产财库第一次获得被评级的资格。未来，传统评级机构如何量化比特币风险、投资者如何看待「加密版伯克希尔·哈撒韦」，将决定 DAT 能否从投机叙事走向金融结构的一部分。
链上数据
10 月 28 日上周链上资金流动情况
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