BTC 币种日报：2026年11月12日 要闻与动态

2026-11-12 05:03 · 7 个信源

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过去24小时内，加密市场围绕比特币（BTC）的动态呈现出复杂多变的态势。Bitget遭受黑客攻击后，近6日转出1,052枚BTC，其中大部分进入了混币交易。分析师江卓尔认为当前市场仍处于牛市阶段，预计本轮熊市的最低点可能出现在7月的57,758美元。Zcash价格跌破1,000美元，尽管Grayscale承诺投入100万美元，但未能阻止其价格下滑。市场分析指出，比特币、纳斯达克指数、人工智能股票和芯片股的联动与流动性机制密切相关。此外，多家机构和分析师对市场走势进行了预测和分析，但整体来看，市场仍存在不确定性。

2026年11月12日 BTC 币种资讯汇总

• [11-11 20:25] Arkham：Bitget 黑客近 6 日转出 1,052 枚 BTC，其中 847 枚进入 CoinJoin 混币交易（吴说）

  据 Arkham 监测，11 月 6 日至 11 日，Bitget 黑客关联地址累计转出 1,052.34 枚 BTC，价值约 7,861 万美元，其中 847.26 枚 BTC（约 6,343 万美元）进入 66 笔 CoinJoin 混币交易，包括直接转入的 579.80 枚 BTC 和经由新地址中转的 267.46 枚 BTC。其余 205.08 枚 BTC（约 1,518 万美元）尚未进入

• [11-11 14:46] 江卓尔：牛市仍在，7月57,758美元或为本轮熊市最低点（Odaily 星球日报）

  Odaily星球日报讯 莱比特矿池创始人江卓尔发文表示，当前牛市仍在，大量链上指标及长期指标均显示熊市已经结束，其认为 7 月比特币跌至 57,758 美元时已形成本轮熊市底部。江卓尔表示，目前市场需要关注的是本轮回调最终将在斐波那契 50%回撤位 7.25 万美元止跌，还是进一步下探至 61.8%回撤位 6.9 万至 7 万美元。交易方面，江卓尔透露，其在币安被盗事件后于 7.66 万美元买入

• [11-11 14:35] Zcash Crashes Below $1,000 Despite Grayscale’s $1M Pledge（Bitcoinist）

  Zcash crashes nearly 15% on Wednesday, slipping below the $1,000 mark for the first time since early September and hitting a two-month low near $963. The sharp decline occurred just one day after Gray

• [11-11 08:25] Why Bitcoin, Nasdaq, AI Stocks, and Chips Move Together? The Liquidity Machine Explained（CryptoNews）

  Bitcoin can fall alongside Nvidia, and Nasdaq can rally while Ethereum follows. Semiconductor stocks can plunge as investors reassess AI spending, dragging crypto sentiment down with them. These marke

• [11-11 05:30] 星球午讯（Odaily 星球日报）

  1.TLBL 黑客地址过去 1 小时花费 340 万枚 DAI 买入 1650 枚 ETH；2.CoreWeave：与英伟达的合作关系没有理由发生改变；3.通胀连续三次超预期，高盛上调美联储加息预期；4.Ripple 前 CTO：已出售绝大部分加密资产，BTC 持仓降至 1 枚；5.以太坊基金会关联地址再次卖出 1,000 枚 ETH，价值约 203 万美元；6.Mercado Bitcoin 计

• [11-10 21:32] LNbits Releases 1.7.0 Urgent Security Update After November 8 Attacks Drain Funds（Bitcoin Magazine）

  Bitcoin Magazine LNbits Releases 1.7.0 Urgent Security Update After November 8 Attacks Drain Funds LNbits, the open-source Lightning Network wallet and accounts platform, released version 1.7.0 on N

• [11-11 20:50] S&P 500 Sits 2.5% From a Record High Despite the Stock Market Crash（BeInCrypto）

  Despite a historic stock market crash last week, the S&P 500 has largely recovered, and it’s now just 2.5% away from a new all-time high.  Throughout 2026, Bitcoin has moved along wi

• [11-11 20:22] Did Mark Zuckerberg’s Meta AI Just Expose Real Bitcoin Bottom in January 2027?（CryptoNews）

  Bitcoin’s cycle bottom is likely already in or very close, as a Mark Zuckerberg Meta AI Bitcoin bottom prediction highlights a final low expected in the $60,000–$68,000 zone by late December 2026 or e

• [11-11 19:44] Bitcoin Treasury Selling Hits Rare Level Ahead of MicroStrategy’s MSCI Test（BeInCrypto）

  Public companies are selling Bitcoin at a rate seen only three times before. Each previous episode was followed by a major BTC rally. However, investors who bought immediately faced further losses bef

• [11-11 14:46] Deutsche Bank Launched Institutional Crypto Custody in Europe（Bitcoinist）

  Germany’s largest lender has taken a major step into digital assets. On Wednesday, Deutsche Bank launched its long-awaited crypto custody service for institutional and corporate clients across Europe,

• [11-11 13:13] QCP Capital：油价下跌缓解加息压力，但伊朗局势及央行政策仍存不确定性（Odaily 星球日报）

  Odaily星球日报讯 QCP Capital 发布宏观市场分析报告，指出特朗普暂缓对伊朗发动新一轮军事打击，但将继续维持封锁。特朗普于 11 月 9 日与卡塔尔首相会面后表示暂时暂停军事行动，但双方立场仍存在较大分歧，尚未达成协议。布伦特原油结算价报 92.57 美元/桶，单日下跌 5.85%，此后进一步走低，较 10 月 30 日水平下跌约 18%。全球货币政策方面，澳大利亚联储以 6 比 3

• [11-11 12:30] Strategy MSCI Verdict Nears as Anthropic IPO Puts Billions on the Line（CryptoNews）

  Wall Street faces two major tests of institutional appetite as the Strategy MSCI decision approaches. The index provider will publish its November review results shortly after 11:00 PM CET today. Stra

• [11-11 10:21] Is Capital Abandoning Altcoins? Ethereum and Solana Price Struggle as Bitcoin Dominance Rises（CryptoNews）

  The crypto market is showing another worrying sign for altcoin investors. Ethereum and Solana price are struggling to recover as Bitcoin dominance climbs toward 61%. Ethereum trades at the $2,050 leve

• [11-11 09:30] HTX Releases October Performance Report: Spot Liquidity Significantly Enhanced, APY Boosts Help Users Through a Warm Winter（NewsBTC）

  Since the start of Q4, the crypto market has continued to weaken amid volatility. Major asset prices have pulled back from their highs, and market participants have become more cautious. As the market

• [11-11 09:11] Ripple’s David Schwartz Reveals Massive XRP And Bitcoin Sales – What Does It Mean For The Market?（Bitcoinist）

  Ripple’s former Chief Technology Officer David Schwartz has revealed that he significantly reduced his XRP and Bitcoin holdings over the years, raising questions among investors about what his d

• [11-11 08:34] Bitcoin Whales Sell $2.6 Billion In BTC – Is A Price Reversal Coming?（Bitcoinist）

  Bitcoin whales have reduced their holdings by more than 34,000 BTC over the past week, raising questions about whether the latest selling pressure could be approaching exhaustion. With Bitcoin trading

• [11-11 06:00] Fidelity's Timmer Says Selloff Pushed Bitcoin Correlation With Stocks Higher（BeInCrypto）

  Fidelity’s Jurrien Timmer says Bitcoin (BTC) correlation with the S&P 500 rose last week as other assets followed. A basket of stocks excluding artificial intelligence (AI) names went from 1

• [11-11 05:46] Ripple Ex-CTO David Schwartz Reveals How Much XRP, Ethereum, and Bitcoin He Owns（BeInCrypto）

  Ripple CTO Emeritus David Schwartz says he has cut his XRP holdings from about 26 million tokens to roughly 3 million. The XRP Ledger co-creator also holds just 1 Bitcoin (BTC) and 6 Ethereum (ETH), d

• [11-11 04:48] 火币HTX首席分析师Cloud：加密市场杠杆出清已较充分，短线继续深跌空间有限（Odaily 星球日报）

  Odaily星球日报讯 美国 10 月 CPI 高于预期，数据公布后 BTC 一度跌至 7.3 万美元附近，市场开始押注 12 月加息 50 个基点，对此，火币 HTX 首席分析师 Cloud 认为，加息 50 个基点的概率不高，25 个基点仍是基准情形，当前下跌更接近定价纠偏。理由有三：美联储看重数据的连续性，历史上因单月 CPI 跳档而改变加息节奏的案例极少，单月超预期不足以推翻渐进路径；本轮

• [11-11 04:25] Jim Cramer Ties CPI Relief to $40 Oil, but Brent Trades Over $92（BeInCrypto）

  CNBC host Jim Cramer said $40 oil plus retailer price cuts would send US inflation sharply lower. That requires Brent crude to lose roughly 56% from Tuesday’s level. October’s Consumer