BTC 币种日报：2026年11月04日 要闻与动态
过去24小时，币安遭遇63.6亿美元黑客攻击成为市场焦点，该平台称事件始于假冒面试，目前98%受影响资产已补足，28.5亿美元资产被冻结，链上储备仍达1397亿美元，但开放提现后BTC余额减少2.1万枚。受此黑客事件及地缘政治因素影响，比特币价格出现下跌。资金面上，比特币ETF出现10亿美元流出，贝莱德IBIT单日流出4.05亿美元，花旗仍在向客户推介相关产品；OKX过去一个月流入10亿美元比特币。机构持仓方面，Strive增持比特币至43,124枚，Tether持仓规模已可比肩大型企业财库。市场观点分歧，Tom Lee认为币安黑客事件对以太坊构成利好，但稳定币数据并未支持这一判断；另有分析关注比特币的“选举效应”与减半周期叠加影响。
2026年11月04日 BTC 币种资讯汇总
- [11-03 15:30] Citi Sells Clients on Bitcoin ETFs Despite $1 Billion Outflows（BeInCrypto）
Citi is pitching spot Bitcoin and Ethereum ETFs (exchange-traded funds) to its wealth clients. Over the last two trading sessions, investors pulled about $1 billion from US Bitcoin ETFs. On Monday,
- [11-03 14:36] 币安公布黑客事件初步报告：98%受影响资产已补足，28.5亿美元资产被冻结（Odaily 星球日报）
Odaily星球日报讯 币安发布安全事件初步报告，披露此次攻击涉及约 63.4 亿美元数字资产。截至 11 月 3 日，币安已为受影响资产准备超过 100%的赔付资金，并已补足 98%的受影响代币，剩余流动性较低的资产正在采购中。目前约 28.5 亿美元资产已被冻结或拦截，相关金额仍需进一步核对，并受市场价格波动影响。报告披露，攻击者利用内部钱包签名服务的未授权访问权限，在正常提现流程之外发起交易
- [11-03 13:07] Liquid Network Restores Bitcoin Backing After Major Hack（Bitcoinist）
Liquid Network has restored full Bitcoin backing for its LBTC tokens, marking a vital recovery milestone nearly two months after a security exploit drained $320 million from the Bitcoin sidechain. The
- [11-03 11:30] Is BlackRock Selling Bitcoin? What's Really Behind the $405 Million IBIT Outflow（BeInCrypto）
BlackRock’s iShares Bitcoin Trust (IBIT) posted a $405.3 million net outflow on November 2, sparking viral claims that BlackRock is selling Bitcoin (BTC). The asset manager is not trading for it
- [11-03 08:30] $1 Billion in Bitcoin Added to OKX in the Month Binance Got Hacked（Bitcoin.com News）
OKX’s latest reserve report shows customer bitcoin holdings jumped 9.66% to 156,609 BTC in a month that ended with Binance losing $6.3 billion to hackers. OKX’s 49th Reserve Report Lands a
- [11-03 08:05] IOSG Weekly Brief｜比特币的“选举效应”：政治催化，还是撞上了减半周期？（吴说）
作者 Darko｜IOSG Ventures1950 年以来，美国一共举行过 19 次中期选举。据我们统计，每次选后一年，标普 500 指数都高于投票当天。比特币经历过 3 个完整的中期选举周期，一年后的价格也都更高，但每次投票后的几周里都先跌过一段。今年 11 月 3 日投票时，两个市场的位置不太一样。美股接近历史高位，比特币还在从前期的大幅抛售中恢复。从历史看，对两者一年后的表现可以偏乐观一些
- [11-03 07:11] Bitcoin Price Crashes as Iran Strike and Crypto Hack Spree Shake Markets（CryptoNews）
Bitcoin price fell sharply as renewed Iran conflict fears collided with a wave of crypto hacks, giving us a fresh market shock. Reports of US strikes on Iran’s Qeshm Island revived concerns about oil
- [11-03 06:46] 63.6 亿美元史上最大加密盗窃案：TRM 详解朝鲜黑客如何入侵币安热钱包签名系统（吴说）
作者：TRM Team编译：深潮 TechFlow要点速览2026 年 10 月 29 日，一名攻击者从币安位于十条区块链上的钱包中转出约 63.6 亿美元，其中大部分是在 UTC 时间 20:05 开始的大约 20 分钟内完成的。这使其成为有记录以来规模最大的加密货币盗窃案，约为 2025 年 2 月 Bybit 15 亿美元被盗案的四倍。币安已确认发生安全事件，并暂停了多个网络的提币。TRM
- [11-03 02:33] 昨夜今晨重要资讯（11月2日-11月3日）（PANews）
b14g：Core网络经硬分叉追回约6815万枚被盗CORE，尚未向用户分配 Bitcoin双重质押协议b14g发布恢复进展称，Core网络今日执行硬分叉，通过一次性链上状态调整，从三个攻击者控制的地址转移并追回68,146,177.22枚CORE，约占10月31日事件中97,045,563枚受影响CORE的70.2%。此次操作未回滚交易、增发代币或改变CORE总供应量。追回代币尚未分配给受影响用
- [11-03 02:21] 分析师：币安开放提现后BTC余额减少2.1万枚，链上储备仍达1397亿美元（Odaily 星球日报）
Odaily星球日报讯 分析师 Murphy 发文表示，自 11 月 1 日币安逐步恢复提现功能以来，平台出现一波资金提取潮。链上数据显示，币安 BTC 余额已从 73.2 万枚降至 71.1 万枚，累计减少 21,064 枚。不过，相较于平台原有 BTC 储备，流出规模仍不足 3%，整体影响相对有限。Murphy 认为，对于技术能力有限的普通用户而言，自托管钱包也存在私钥丢失、资产被盗等风险，相
- [11-02 23:49] 与冻结赛跑：黑了币安 64 亿美金后，朝鲜黑客是如何洗钱的？（吴说）
作者 | Dr. Tom Robinson（Elliptic）编译 | 吴说区块链，元宝原文链接：https://www.elliptic.co/insights/how-north-korea-is-laundering-the-6-4-billion-stolen-from-binance/TL;DR：· 币安被盗约 64.3 亿美元，涉及 11 条区块链。不到 4 天内，攻击者动用约 12,
- [11-03 16:44] Binance Says $6.34 Billion Hack Began With Fake Job Interview（Bitcoin Magazine）
Bitcoin Magazine Binance Says $6.34 Billion Hack Began With Fake Job Interview The $6.34 billion theft from Binance began with a fake job interview and ran for five months before a single coin moved
- [11-03 13:11] Morning Minute: Tom Lee Calls the Binance Hack Bullish for Ethereum（Decrypt）
Meanwhile, both the BTC ETFs and ETH ETFs bleed outflows in the Binance hack aftermath, dragging down prices.
- [11-03 13:01] Bitrue AI Brings AI-Generated Grid Strategies To Spot Crypto Markets（BeInCrypto）
Bitrue, a global cryptocurrency exchange, has launched Spot Strategy, a new feature that extends its Bitrue AI trading bot to the spot market. The feature offers AI-generated grid strategies for 15 cr
- [11-03 13:00] Tether Bitcoin Holdings Rival Corporate Treasury Giants（CryptoNews）
Tether Bitcoin holdings have reached 150,000 BTC, putting the company behind USDT among the world’s largest corporate Bitcoin holders.CEO Paolo Ardoino revealed the figure during his keynote at
- [11-03 11:06] Tom Lee Sees a Bull Market in the Binance Hack. Stablecoin Data Disagrees（BeInCrypto）
BitMine Chairman Tom Lee says crypto’s muted response to the $6.3 billion Binance hack signals a bull market. However, stablecoin and sentiment data show money and confidence still leaving the m
- [11-03 10:00] Vitalik Buterin Opens Devcon 8 in Costume, Warns AI Could Crack Crypto（BeInCrypto）
Vitalik Buterin fears AI could race through 50 years of math in five and break the cryptography securing Ethereum and Bitcoin. The Ethereum co-founder posted the concern on X the day he opened Devcon
- [11-03 09:24] Strive Buys More Bitcoin as Holdings Reach 43,124 BTC（Bitcoinist）
Strive has expanded its Bitcoin treasury once again, purchasing another 124 BTC for approximately $10 million as the company continues building one of the largest corporate cryptocurrency portfolios.
- [11-03 08:50] Vitalik Devcon Cosplay Steals the Show as Bitmine Loads Up on More Ethereum（CryptoNews）
Devcon attendees got an unexpected laugh when Ethereum co-founder Vitalik Buterin appeared on stage wearing a green cloak and a smiling mask. The unusual cosplay stole the spotlight as Bitmine ETH acc
- [11-03 08:23] Crypto and Midterm Election: 3 Risks From Trump’s $5,000 Stimulus to Iran（CryptoNews）
Crypto is facing a major political test as Americans head to the polls on November 3, with the US midterm election potentially reshaping regulation, stimulus expectations, and investor risk appetite.R