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Grayscale 研究主管：算力正成为新的稀缺数字资产

比特币ChainCatcher · 2026-09-28 00:1861
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ChainCatcher 消息，加密资产管理公司 Grayscale 研究主管 Zach Pandl 于 9 月 24 日在栏目 The Stack 发文称，人工智能热潮中，训练、运行和操作模型所需算力的需求与供给路径正在分化。Grayscale 认为，这种失衡有利于已通电、可运行的算力容量所有者，并带来偏成长型的投资机会。Zach Pandl 表示，数字需求可以即时扩张，但电力、数据中心、芯片、内存和云服务等物理基础设施需要数年才能获批、接入和建成。人工智能代理执行多步骤任务时，可能比典型聊天机器人交互多消耗 5 至 50 倍 compute token，应用层活动增加会向底层算力基础设施传

来自 B 信源 ChainCatcher，发布 14 小时，热度评分 61

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53 篇相关报道

今天 9月29日 周二· 3 篇

Bitget黑客将以太坊兑换成比特币，而THORChain拒绝了冻结资金的请求。

比特币CoinGape00:5940

一个与Bitget黑客相关的钱包已通过THORChain将价值约630万美元的ETH兑换成BTC。该钱包属于Bitget黑客，已转移了约630万美元……

Strategy and Strive 一周内豪取逾2700枚比特币

比特币Bitcoin Magazine00:3345

比特币杂志：Strategy 和 Strive 一周内增持逾2,700枚比特币 上周，两大顶级比特币持有方合计斥资2.325亿美元购入比特币。本文：Strategy 和 Strive 增持

贝莱德过去 1 小时从 Coinbase Prime 提取约 1.27 亿美元 BTC、ETH

比特币ChainCatcher00:1349

ChainCatcher 消息，链上监测账号 Onchain Lens 发文称，贝莱德在过去约 40 分钟内从 Coinbase Prime 累计提取约 1.2695 亿美元加密资产。具体包括约 1150 枚比特币，价值约 9543 万美元，以及约 1.184 万枚以太坊，价值约 3152 万美元。

9月28日 周一· 43 篇

比特币33%的反弹面临减半周期之外的多重考验

比特币Zippfeed23:3152

比特币在五周内上涨了33%，但仍较历史最高点低31%。此次反弹令市场重燃对2027年强劲表现的预期，这一预期基于以往减半后的周期走势，尽管历史上仅有三个典型案例……

随着特朗普对伊朗的冷落推高油价与收益率，比特币进一步走低

比特币Decrypt23:2666

比特币延续了上周的回调走势，因特朗普否决了伊朗的停火方案，推动油价升破100美元关口，且在周三PCE通胀报告公布前，收益率亦走高。

Ledger CTO：仅约30%的BTC面临量子风险说法存疑

比特币PANews23:1053

PANews 9月28日消息，Ledger CTO Charles Guillemet表示，其不认同“仅约30%的BTC面临量子计算风险、其余约70%因公钥哈希保护而安全”的观点。Glassnode数据显示，目前约30.2%的BTC已在链上暴露支出公钥，但Guillemet指出，这仅反映链上静止状态，未暴露的公钥仍可能存在于xpub、设备、PSBT、日志或备份中；且BTC一旦发起交易，公钥便会在交

1.4K枚$BTC从未知钱包转入未知钱包

比特币Zippfeed23:0634

1.4K枚$BTC（约1.138亿美元）已从一个未知钱包转至另一个未知钱包。

3,000枚比特币已从未知钱包转入#Bitfinex

比特币Zippfeed23:0647

3,000枚$BTC（约2.51亿美元）已从一个未知钱包转入#Bitfinex。

在连续两周的增持之后，该策略持有的比特币数量已超过其夏季抛售前的水平。

比特币Unchained23:0555

该公司上周用自8月下旬以来首次公开发行普通股所筹资金购入了1,665枚比特币，使其持有的比特币数量超过了其在6月、7月和8月出售6,916枚之前水平。Th

比特币ETF在七天内吸金24.5亿美元，以太坊则新增6.24亿美元

比特币Zippfeed22:5250

比特币ETF在9月28日单日净流入1.4571亿美元，七日累计净流入达24.5亿美元。以太坊ETF单日新增5512万美元，七日累计新增6.241亿美元。

庞普利亚诺表示，比特币牛市才刚刚开始

比特币Zippfeed22:1745

安东尼·庞普利亚诺认为，比特币的牛市尚处于初期阶段，其依据是全球流动性而非《清晰法案》的通过。他表示，比特币早已具备监管上的明确性，而且尤其……

Aster推出永久网格交易2.0，并启动最高达14万枚$ASTER的流动性挖矿活动

比特币CryptoPotato22:1340

【新闻稿——英属维尔京群岛乔治敦，2026年9月28日】由YZi Labs支持的隐私优先链上交易平台Aster今日宣布推出其流动性池Minin

随着在比特币上豪掷近3亿美元，策略基金创下新的比特币储备纪录，STRC

比特币Cryptopolitan21:5460

Strategy（纳斯达克股票代码：MSTR）在上周以1.427亿美元购入1,665枚比特币后，已悉数回补此前出售的比特币，并将其储备规模推升至新高。该公司提交给美国证券交易委员会的文件还……

Strive Buys 1,107 BTC Worth $94 Million

比特币Zippfeed21:3560

Vivek Ramaswamy's Strive bought 1,107 Bitcoin worth $94 million, adding a significant BTC purchase to the firm's treasury activity.

Strategy Buys 1,666 Bitcoin Worth $138 Million

比特币Zippfeed21:3560

Strategy bought 1,666 Bitcoin worth $138 million, according to Michael Saylor's announcement. The purchase adds to the company's Bitcoin treasury position.

Gate 余币宝限时福利上线，BTC 7 天定期可享额外 3% 加息年化

比特币PANews21:2174

PANews 9月28日消息，据官方公告，Gate 余币宝 BTC 限时加息活动现已开启。9 月 28 日 19:00 至 10 月 7 日 19:00（UTC+8）期间，新老用户完成报名后，净充值达到 0.01 BTC 及以上，并将充值的 BTC 申购余币宝 7 天定期理财，即可享受额外 3% 加息年化，用户的加息额度与用户活动期间 BTC 净充值数量一致。加息奖励以 USDT 发放，总奖金池为

Bitget Details $388 Million Security Incident as BTC Withdrawals Resume

比特币U.Today21:1659

Bitget CEO Gracy Chen has provided a detailed account of the Sept. 24 security incident, explaining how an attacker obtained internal credentials and initiated about $388 million in unauthorized trans

608 $BTC Transferred from unknown wallet to #Coinbase

比特币Zippfeed21:0559

608 $BTC (≈50.5M) moved from unknown wallet to #Coinbase.

Strategy Adds 1,665 BTC in $142.66 Million Purchase

比特币Zippfeed20:5059

Strategy bought 1,665 BTC for $142.66 million last week at an average price of $85,681, according to the company’s filing. Its holdings now total 847,666 BTC, acquired at an average price of $75,437.

Strategy Buys 1,665 BTC and Repurchases $152M in STRC

比特币Zippfeed20:4859

Strategy acquired 1,665 BTC for approximately $142.7 million between September 21 and 27, while repurchasing 1,534,530 STRC shares for approximately $151.7 million. It raised $246.2 million in net pro

Bitcoin Falls Below $83,000 as Asia Markets Retreat

比特币Zippfeed20:3959

Bitcoin fell below $83,000 in Monday's Asia session, breaking beneath the $83,000 to $85,000 range reported late last week. BTC traded around $82,953, down 1.79% over 24 hours, extending a retreat fro

Michael Saylor’s Strategy Buys 1,665 BTC, Repurchases STRC Stock

比特币CoinGape20:3859

Bitcoin treasury firm Strategy has made another Bitcoin purchase, acquiring 1,665 BTC last week. The firm also continued its STRC stock buyback, repurchasing nearly $152 million worth of shares last w

Strategy buys 1,665 Bitcoin for $143M as BTC stack hits 847,666

比特币Cointelegraph20:3888

Strategy sold 1.47 million MSTR shares for $246.2 million, using the proceeds for Bitcoin purchases and STRC preferred stock repurchases.

黄立成开设99.7枚BTC的40倍多单，浮盈3.49万美元

比特币PANews20:2873

PANews 9月28日消息，据Onchain Lens监测，黄立成（Machi Big Brother）以83007美元开设99.7枚BTC（约831万美元）的40倍多单，浮盈3.49万美元。其当前总多头仓位1.2733亿美元，浮亏4.38万美元，历史盈亏亏损2922万美元。

Bitcoin ETFs Draw Nearly $3 Billion in Seven Sessions as 2026 Flows Turn Positive

比特币The Defiant20:1573

US spot funds finished Sept. 25 with about $1.02 billion in net inflows for the year, reversing a $1.96 billion deficit before the streak.

THORChain rejects Bitget request to block hacker as $6 million moves to bitcoin

比特币CoinDesk20:1388

CoinDesk found 27 successful swaps moving about 2,390 ETH into 75.2 BTC, even as Bitget urged THORChain to stop serving addresses tied to the $387.5 million theft.

Strategy buys 1,665 Bitcoin, repurchases $152M in shares

比特币CryptoBriefing20:1258

Strategy's actions may bolster investor confidence, potentially influencing STRC's market trajectory and Bitcoin's role in corporate finance. The post Strategy buys 1,665 Bitcoin, repurchases $152M in

Strategy and Strive acquire $232M in Bitcoin, adding 2,773 BTC to corporate treasuries

比特币CryptoBriefing20:1258

Corporate Bitcoin acquisitions signal a shift towards digital assets as strategic treasury tools, potentially influencing future financial norms. The post Strategy and Strive acquire $232M in Bitcoin,

Saylor’s Strategy Buys Another 1,665 BTC in Second Consecutive Weekly Purchase

比特币CryptoPotato20:0658

The purchase from last week wasn't a one-time thing, it appears.

MicroStrategy Buys More Bitcoin, Up 75% From Last Week: Is the Buying Picking Up?

比特币BeInCrypto20:0458

Strategy bought 1,666 BTC, raising holdings to 847,666. The buy is 75% bigger than last week's 950 BTC purchase. The post MicroStrategy Buys More Bitcoin, Up 75% From Last Week: Is the Buying Picking

Global Money Supply Hits $103 Trillion Record, So Why Isn't Bitcoin Following?

比特币BeInCrypto20:0158

Global money supply hit a record $103.66 trillion. See why Bitcoin and gold are not following as yields climb. The post Global Money Supply Hits $103 Trillion Record, So Why Isn't Bitcoin Following? a

Bitget resumes Bitcoin withdrawals as hacker swaps ETH via THORChain

比特币Cointelegraph19:0586

Ether withdrawals are scheduled to return Tuesday and USDt on Wednesday as Bitget restores services following last week’s $388 million hack.

Bitcoin Falls Below $83K as Oil Prices Near $108

比特币Zippfeed18:0857

Bitcoin traded near $82,600 on Monday, down 2% over 24 hours, as stalled Iran talks pushed Brent crude toward $108 a barrel. ZEC fell 7% to just above $1,540 and DOGE lost 5% to about 9 cents. SOL and

Live updates: Bitcoin trims losses as oil eases on hopes of U.S. and Iran talks

比特币CoinDesk18:0285

ZEC led losses among major tokens as Brent pushed toward $108 and traders added to bets on another Fed rate increase ahead of this week's inflation and jobs data.

QNT and HBAR Defy Altcoin Crash, BTC Drops Below $83K: Market Watch

比特币CryptoPotato17:5356

UNI, RAY, and ARB lead on the way south today, while BCH and DASH are closeby.

Bitcoin Open Interest Falls as Bears Pay to Stay Short

比特币Zippfeed17:4356

Bitcoin fell more than 2% in 24 hours to about $82,800 as futures open interest dropped to 652,000 BTC, among its lowest levels this year, from a peak of 800,000. Perpetual funding turned negative, av

Bitget BTC提现开放后处理顺畅，首批约6,900笔已完成链上确认

比特币PANews17:2670

PANews 9月28日消息，Bitget 于今日 16:00（UTC+8）如期开放 BTC 提现服务。Bitget CEO Gracy 在社区直播中同步了恢复初期的最新进展：目前 BTC 提现通道运行平稳，首批申请已陆续完成处理并到账。 据直播中披露的实时数据，截至 16:50（UTC+8），平台已处理约 7,683 笔 BTC 提现申请，累计处理金额约 3,609 BTC，暂无订单积压情况。其

BIT交易时刻：比特币5浪冲高回调进行中，国庆假期前能否守住8万底线？

比特币PANews17:2270

美国三大股指期货全线承压，科技与半导体夜盘领跌，日韩齐跌，港股分化，A股深度调整。BTC正经历五浪尾声后的回调考验，多位分析师判断回调目标看向7.6万附近。BIT称8.4万至8.5万美元区间有大量长期持有者成本盘，需要真金白银去消化，下方8.2万至8.23万是9月初高点转化而来的支撑，8万为本轮底线。本周关注PCE与非农数据，ETF流入能否持续是关键。

Bitcoin Could Reach $500,000 by 2030, Analyst Says

比特币Zippfeed17:1556

A $500,000 Bitcoin target by 2030 rests on two claims: historical bull-market growth and a macro setup the speaker sees as more supportive than the last cycle. The stated base case is more cautious, h

Bitcoin drops under $83K as liquidity hunting keeps bulls from targeting yearly open

比特币Cointelegraph17:0384

Bitcoin joined US stock futures in dropping on Monday after US president Donald Trump did not commit to permanently halting strikes on Iran.

分析师：比特币短期持有者MVRV指标升至2025年11月以来最高

比特币PANews16:3569

PANews 9月28日消息，分析师 Darkfost发文指出，比特币短期持有者（STH）MVRV 指标（市值与已实现市值之比）已升至自 2025 年 11 月以来的最高水平。受价格突破约 7.31 万美元的短期持有者成本基准这一因素推动，市场势头在 8 月至 9 月间显著增强。目前的 MVRV 比率为 1.15，意味着短期持有者平均处于 15% 的盈利状态，且其持仓市值已超过实现市值。这一水平值

Bitcoin ETFs draw $2.4B in biggest inflow week since October 2025

比特币Cointelegraph16:2483

Daily inflows slowed as Bitcoin pulled back from above $87,100, while Ether and XRP ETFs also attracted fresh capital during the week.

Bitget 已如期开放 BTC 提现服务

比特币PANews16:0869

PANews 9月28日消息，Bitget 已如期开放分阶段提现功能，目前已开放 BTC 提现服务。按此前公布的时间线，ETH 相关网络将于 9 月 29 日 16:00（UTC+8）开放提现，USDT 相关网络将于 9 月 30 日 16:00（UTC+8）开放提现；其他代币提现、法币及 C2C 服务将于 10 月 2 日 16:00（UTC+8）起陆续恢复。 目前，Bitget CEO Gra

4 Major Events to Watch for Bitcoin and Crypto Markets This Week

比特币CryptoPotato14:5554

BTC and the altcoins are heading into another potentially eventful week starting with packed Tuesday and Wednesday.

Grayscale 研究主管：算力正成为新的稀缺数字资产

比特币ChainCatcher08:1861

ChainCatcher 消息，加密资产管理公司 Grayscale 研究主管 Zach Pandl 于 9 月 24 日在栏目 The Stack 发文称，人工智能热潮中，训练、运行和操作模型所需算力的需求与供给路径正在分化。Grayscale 认为，这种失衡有利于已通电、可运行的算力容量所有者，并带来偏成长型的投资机会。Zach Pandl 表示，数字需求可以即时扩张，但电力、数据中心、芯片、

数据：过去 7 日 Deribit 储备资产净流出 3.4 亿美元；Binance BTC 钱包余额减少 2.95%

比特币ChainCatcher08:0960

ChainCatcher 消息，据 ChainCatcher 官网数据面板显示，BTC 钱包余额方面，过去 7 日，余额排名前 10 的交易所中，仅两家净流入；Binance 降幅最大，为 2.95%。 交易所资产透明度证明方面，储备资产净流出前三分别为 Deribit（-3.4 亿美元）、Bybit（-2.91 亿美元）和 MEXC（-9956.08 万美元）；净流入方面，Binance 流入最

9月27日 周日· 7 篇

Bitcoin's Quantum Problem: Three Ways Researchers Are Trying to Fix It

比特币Decrypt23:0161

Three developments this week—a cost breakthrough, a new privacy design, and a custody playbook—show a field moving from theory to logistics, even as "Q-Day" remains hypotheti

Bitcoin (BTC) vs. U.S. Dollar: Is Correlation Finally Broken?

比特币U.Today19:2038

Bitcoin and USD aren't usually the best friends, which is why a quick.

Bitcoin on Track for Second-Best Q3 Ever

比特币U.Today18:5537

Bitcoin is on track to post its second-best third quarter on record, with a roughly 43.5% gain that trails only 2017, according to CoinGlass data.

Only 9 of the Top 50 Altcoins Have Beaten Bitcoin Since Its Peak: Picking the Winners Is Brutal

比特币CryptoPotato18:1237

Despite all the market turbulence, and BTC's collapse from the $126,000 peak, the leading crypto asset has actually performed better than almost all alts. Almost.

Coinbase’s Brian Armstrong still thinks Bitcoin will hit $400,000 in 4 years

比特币Cryptopolitan08:5830

Coinbase Global (NASDAQ: COIN) CEO Brian Armstrong still sees a path for Bitcoin to reach $400,000 by 2030. Brian repeated the forecast during a September 19 interview with MoneyRehabPodcast. His view

Researchers Propose Zcash-Style Privacy for Bitcoin Without a Soft Fork

比特币CryptoPotato05:4430

The proposal separates spending and viewing rights, allowing users to share transaction details without exposing spending authority.

Bitcoin ETFs turn positive for 2026 with $2.4 billion weekly inflow, their largest since October

比特币The Block01:2445

The inflows pushed bitcoin ETFs' year-to-date net flows back above zero, after the funds sat roughly $5.8 billion in the red just two months ago.

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