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BlockBeats 消息，10 月 3 日，ARK Invest CEO Cathie Wood 表示，随着 AI 代理（AI Agents）从回答问题逐渐转向代表用户执行任务并实际消费，投资者未来可能需要从「跟踪开发者」转向「跟踪 AI 代理」，观察它们选择哪些软件、服务及金融网络。
Wood 在 Robinhood Summit 上表示：「我们可能会越来越多地谈论『跟踪代理』。」她认为，如果未来数百万 AI 代理能够自主决定使用哪些工具和服务，其实际活动可能成为观察技术需求和资金流向的新指标。
这一趋势也正在推动「代理金融」（Agentic Finance）发展。SharpLink 联席 CEO、前贝莱德数字资产负责人 Joseph Chalom 表示，AI 代理需要可控、可撤销且可追踪的支付权限，例如用户可以授权代理最多花费 500 美元预订酒店，同时保留随时撤销权限及查看交易记录的能力。
Chalom 认为，以太坊等开放区块链可能成为不同 AI 代理、应用和企业共享的金融网络，使 AI 代理能够在无需单一银行或科技公司充当中介的情况下完成支付。贝莱德此前也指出，AI 代理未来可能使用稳定币支付 API 调用、数据及算力等费用。
Coinbase CEO Brian Armstrong 此前表示，Grok 目前已是 Coinbase 上「代理交易者」的主要客户端之一，但未披露具体交易数据。与此同时，Stripe、Visa、Google 和 OpenAI 等公司也在开发 AI 代理支付方案，传统支付网络与区块链之间的竞争正在加速。
BlockBeats 消息，10 月 3 日，据伊朗媒体报道，伊朗正在审议通过卡塔尔转交的美国新提案，该提案提出了最终谈判的路线图和时间表。
提案以伊斯兰堡框架为基础，但寻求更早进行核谈判。然而，伊朗继续坚持美国首先履行其承诺，包括制裁减免和释放冻结资金。伊朗的七项主要条件保持不变，与阿曼就霍尔木兹海峡新航运路线的谈判也取得了进展。
BlockBeats 消息，10 月 3 日，美国总统特朗普再次承诺，如果共和党在中期选举中赢得众议院和参议院，将向每名美国成年公民发放 5000 美元「分红」。
这一计划此前已由特朗普提出，目前仍属于竞选承诺。当记者询问这笔钱是否需要国会批准时，特朗普曾表示：「嗯，我们认为不需要。如果确实需要，他们肯定会这么做，但我们觉得没必要。不过我们有一个前提条件，那就是资金必须在美国国内消费——我们不希望这些钱流向其他国家。我们认为这是一项非常好的举措，广受欢迎，也将为经济注入强劲动力。」
按约 2.4 亿名美国成年公民计算，该计划预计将耗资约 1.2 万亿美元，使其成为美国自新冠疫情以来规模最大的经济刺激计划之一。
BlockBeats 消息，10 月 3 日，本周美国 9 月非农新增就业仅 2.9 万人，远低于市场预期的 9 万人，8 月数据也被下修 13.3 万人。失业率升至 4.2%，非农公布后，市场对美联储 10 月加息的预期明显降温，CME「美联储观察」数据显示，10 月维持利率不变的概率升至 83.9%，12 月加息概率则为 66.1%。与此同时，10 年期美债收益率一度升至 5.36%，美元指数创 17 个月新高。
下周市场焦点将集中在美联储 9 月会议纪要、G7 释放战略石油储备、长端美债收益率以及美国 ISM 非制造业 PMI 等事件。
美联储方面，9 月会议纪要将于北京时间周四凌晨 2 点公布。随着市场基本将关注点从「10 月加不加息」转向「12 月是否加息」，纪要中关于通胀与就业风险的讨论、官员对进一步加息和暂停加息的分歧，以及措辞相较会后讲话是偏鹰还是偏鸽，将成为核心看点。此外，美联储理事鲍曼和圣路易联储主席穆萨莱姆下周也将发表讲话。
债市方面，美国财政部将公布 20 至 30 年期国债回购操作规模，并进行 10 年期和 30 年期国债拍卖。10 年期美债收益率目前处于 20 多年来高位，财政部回购规模及国债需求情况将成为观察长端收益率走势的重要变量。
能源市场方面，G7 同意释放 1 亿桶石油和柴油储备，以缓解能源供应压力。国际能源署将负责协调相关供应。与此同时，市场预计 OPEC+将维持 11 月产量目标不变，但霍尔木兹海峡周边航运和能源基础设施的中断仍未完全消除，油价短期或继续维持高波动。
黄金方面，尽管疲弱非农降低了美联储近期加息预期，但金价未能延续上涨，现货黄金本周跌幅接近 2%。市场当前仍受到美债收益率上升的压制，下周黄金能否重新获得动能仍需关注长端利率变化及地缘政治进展。
数据方面，美国 9 月 ISM 非制造业 PMI 将于周一 22 点公布，市场预期 55.1；美国 10 月密歇根大学消费者信心指数初值将于周五公布，市场预期 47.6。此外，欧洲央行将公布 9 月会议纪要，日本央行行长植田和男将发表讲话，印度央行也将公布利率决议。
美股方面，下周进入三季度财报季前的空档期，宏观变量对市场定价的影响或进一步上升。市场仍将关注 AI 资本开支、能源成本和融资环境对企业盈利的影响，而 10 年期美债收益率能否从 20 多年高位回落，将继续成为成长股估值和风险资产表现的重要变量。
资金费率Top
PI_LTCUSD | 2.0608%4h |
PF_ZIGUSD | 1.9959%4h |
PF_TREADUSD | 1.4622%4h |
PUMPBTCUSDT | 0.3557%4h |
ZEC_USDT_SWAP | 0.3529%8h |
$2.73M
$1.31M
$14.19M
$15.79M
多空比
BTC | 0.91 | |
ETH | 1.10 | |
SOL | 0.94 | |
XRP | 0.80 | |
DOGE | 0.92 |
全球指数
加密货币大数据
# | 名称 | 价格 | 24H涨跌 | 7D涨跌 | 市值 | 交易额/量 | 流通率 | 7D价格趋势线 | ||
|---|---|---|---|---|---|---|---|---|---|---|
1 | BTC Bitcoin | $84863.6 | -0.59% | +0.84% | $1,704.98B | $22.37B 266.85KBTC |  95.7% | |||
2 | ETH Ethereum | $2681.81 | -0.59% | -0.41% | $326.23B | $99.76B 3.31METH |  ∞ | |||
3 | USDT Tether | $1 | +0.02% | +0.02% | $184.36B | $447.38M 462.23MUSDT | ∞ | |||
4 | BNB Binance ... | $780 | +0.81% | +0.72% | $103.85B | $3.49B 4.63MBNB | 66.6% | |||
5 | XRP Ripple | $1.4898 | -1.13% | -4.03% | $93.98B | $11.94B 6.34BXRP |  63.1% | |||
6 | USDC USD Coin | $1.0002 | +0% | +0% | $74.12B | $7.23B 7.24BUSDC | ∞ | |||
7 | SOL Solana | $119.71 | -0.25% | -1.79% | $70.38B | $7.93B 57.97MSOL | ∞ | |||
8 | FORM Formfact... | $149.35 | +0.22% | +15.41% | $57.03B | $211.52M 1.42MFORM | 65.8% | |||
9 | TRX TRON | $0.337 | +0.15% | +0.08% | $31.92B | $338.87M 1.01BTRX | ∞ | |||
10 | STETH Lido Sta... | $2680.32 | -0.81% | -0.37% | $26.47B | $1.45M 542.79STETH | ∞ | |||
11 | ZEC Zcash | $1296.34 | -5.54% | -16.45% | $22.01B | $3.52B 2.69MZEC | 80.8% | |||
12 | HYPE Hyperliq... | $88.944 | -1.17% | -3.86% | $19.78B | $195.1M 2.21MHYPE |  22.2% | |||
13 | DOGE Dogecoin | $0.09307 | -2.20% | -5.64% | $13.75B | $2.51B 26.11BDOGE | ∞ | |||
14 | XMR Monero | $554.99 | +2.24% | +0.08% | $10.42B | $72.02M 130.88KXMR | ∞ | |||
15 | LINK ChainLin... | $13.879 | -2.52% | -2.64% | $10.38B | $2.04B 150.48MLINK | 74.8% | |||
16 | WBT WhiteBIT... | $84.159 | -1.24% | -0.40% | $10.03B | $31.82M 376.52KWBT | 29.7% | |||
17 | WBETH Wrapped ... | $2968.44 | -0.57% | -0.36% | $9.99B | $1.65M 555.68WBETH | ∞ | |||
18 | USDS USDS Sta... | $1.0002 | +0.00% | +0.02% | $9.96B | $1.4M 1.40MUSDS | ∞ | |||
19 | WBTC Wrapped ... | $84085.9 | -1.41% | +0.15% | $9.85B | $80.16M 945.28WBTC | ∞ | |||
20 | ADA Cardano | $0.2449 | -2.82% | -5.89% | $9.2B | $965.98M 3.70BADA | 83.4% | |||
21 | LEO UNUS SED... | $9.009 | +0.51% | +0.13% | $8.28B | $23.27M 2.57MLEO | ∞ | |||
22 | XLM Stellar | $0.2134 | -3.55% | -3.09% | $7.47B | $275.3M 1.32BXLM | 70.1% | |||
23 | BCH Bitcoin ... | $313.3 | +0.12% | -6.82% | $6.29B | $2.59B 9.20MBCH | 95.7% | |||
24 | NEAR NEAR Pro... | $4.657 | -3.41% | -3.91% | $6.08B | $10.29B 2.31BNEAR | ∞ | |||
25 | UNI Uniswap | $8.982 | -0.69% | -7.63% | $5.62B | $5.51B 632.72MUNI | 62.5% | |||
26 | WETH wETH | $2680.1 | -0.61% | -0.41% | $5.44B | $8.85M 3.30KWETH | ∞ | |||
27 | LTC Litecoin | $69.14 | -2.54% | -5.27% | $5.37B | $1.34B 15.44MLTC | 92.5% | |||
28 | AVAX Avalanch... | $11.056 | -0.63% | +0.71% | $4.9B | $1.18B 97.99MAVAX | 61.6% | |||
29 | SUI Sui | $1.171 | +0.29% | -1.06% | $4.82B | $8.02B 6.91BSUI | 41.2% | |||
30 | DAI Multi-co... | $0.9853 | +0.00% | +0.00% | $4.56B | $895,290.73 908.00KDAI | ∞ | |||
31 | TON Toncoin | $1.67 | +0.00% | +0.00% | $4.36B | $6.33M 3.78MTON | ∞ | |||
32 | HBAR Hedera | $0.1018 | -2.17% | +6.87% | $4.32B | $100.76M 1.01BHBAR | 85% | |||
33 | GRAM Gram (pr... | $1.516 | -1.05% | +2.22% | $4.24B | $205.88M 141.11MGRAM | ∞ | |||
34 | BTW Bitway | $1.4685 | +2.16% | +38.65% | $3.98B | $12.39M 8.71MBTW | 27.1% | |||
35 | QNT Quant | $253.55 | +1.96% | +118.01% | $3.69B | $371.83M 1.48MQNT | 99.5% | |||
36 | TAO Bittenso... | $291.3 | -5.70% | -14.05% | $3.37B | $289.98M 1.00MTAO | 55.1% | |||
37 | SHIB Shiba In... | $0.0{5}5725 | -4.59% | -4.64% | $3.37B | $423.14M 75.34TSHIB |  100% | |||
38 | XAUT Tether G... | $4141.9 | +0.13% | -3.25% | $3.35B | $123.28M 29.22KXAUT | ∞ | |||
39 | CRO Cronos | $0.06591 | -4.05% | -0.04% | $3.26B | $16.06B 170.60MCRO | 49.5% | |||
40 | USD1 World Li... | $0.9996 | -0.03% | -0.03% | $2.99B | $287.88M 288.00MUSD1 | 100% | |||
41 | PYUSD PayPal U... | $1.0002 | -0.02% | +0% | $2.88B | $4.29M 4.30MPYUSD | ∞ | |||
42 | PUMP Pump.fun | $0.006167 | +2.90% | +37.74% | $2.84B | $227.74M 40.23BPUMP | 46.5% | |||
43 | AAVE Aave | $178.89 | -2.30% | +15.49% | $2.76B | $3.88B 22.40MAAVE | 96.5% | |||
44 | OKB OKB | $120.24 | -1.03% | -1.43% | $2.52B | $1.3B 11.30MOKB | 100% | |||
45 | ONDO Ondo | $0.4909 | -3.35% | -10.01% | $2.39B | $191.33M 407.99MONDO | 48.7% | |||
46 | ENA ENA | $0.2345 | -3.97% | -14.50% | $2.36B | $313.95M 1.35BENA | 67.3% | |||
47 | M MemeCore | $1.019 | -2.70% | -16.66% | $2.33B | $469,244.99 450.28KM | 22.8% | |||
48 | WLD Worldcoi... | $0.5969 | +3.79% | +10.65% | $2.26B | $15.81B 26.72BWLD | 38% | |||
49 | MNT Mantle | $0.6386 | -5.36% | -8.82% | $2.11B | $6.01M 9.42MMNT | 53.1% | |||
50 | SKY Sky Prot... | $0.08825 | -6.66% | +13.19% | $2.07B | $33.37M 374.90MSKY | 99.8% | |||
51 | DOT Polkadot | $1.1948 | -1.76% | -6.96% | $2.04B | $326.61M 283.68MDOT | 81.2% | |||
52 | ICP Internet... | $3.305 | +0.76% | +0.76% | $1.84B | $48.79M 14.87MICP | ∞ | |||
53 | JLP Jupiter ... | $4.8541 | -0.59% | -0.79% | $1.82B | $2,768.54 571.55JLP | ∞ | |||
54 | PEPE Pepe | $0.0{5}4305 | +7.62% | -3.44% | $1.81B | $774.78M 186.75TPEPE | 100% | |||
55 | PAXG PAX Gold | $4146.9 | +0.17% | -3.11% | $1.8B | $71.64M 17.21KPAXG | ∞ | |||
56 | RIPPLEAI Ripple A... | $0.5615 | +4.85% | +0.59% | $1.78B | $39,030.03 71.48KRIPPLEAI | 100% | |||
57 | USDF Falcon U... | $0.9952 | +0.01% | -0.04% | $1.62B | $58,835.26 59.11KUSDF | ∞ | |||
58 | U United S... | $0.9993 | -0.03% | -0.07% | $1.56B | $40.14M 40.16MU | ∞ | |||
59 | HTX HTX DAO | $0.0{5}1711 | -14.46% | -0.08% | $1.54B | $53.53M 31.35THTX | 89.8% | |||
60 | USDD Decentra... | $0.9986 | -0.03% | +0.24% | $1.52B | $7.08M 7.07MUSDD | ∞ | |||
61 | WLFI World Li... | $0.05451 | -3.61% | -8.36% | $1.49B | $24.74M 454.13MWLFI | 27.3% | |||
62 | ETC Ethereum... | $8.829 | -1.95% | -8.16% | $1.4B | $128.94M 14.92METC | 75.2% | |||
63 | BGB Bitget T... | $1.996 | -0.36% | -0.95% | $1.4B | $202.22M 101.42MBGB | 35% | |||
64 | ARB Arbitrum | $0.2007 | -1.57% | -12.98% | $1.36B | $1.71B 8.77BARB | 67.9% | |||
65 | VVV Venice T... | $27.89 | -4.98% | -6.95% | $1.35B | $14.23M 10.06MVVV | ∞ | |||
66 | BFUSD BFUSD | $0.9999 | -0.01% | -0.01% | $1.32B | $1.25M 1.25MBFUSD | ∞ | |||
67 | MCS Money Co... | $0.2526 | -0.02% | -0.03% | $1.26B | $45,977.21 181.94KMCS | 100% | |||
68 | JITOSOL Jito Sta... | $156 | -0.33% | -1.77% | $1.25B | $168,720.46 1.09KJITOSOL | ∞ | |||
69 | RUBX RUBx | $0.01237 | +0.00% | +0.00% | $1.24B | $0 0.00RUBX | 100% | |||
70 | BNSOL Binance ... | $135.6 | -0.30% | -1.60% | $1.23B | $467,755.76 3.46KBNSOL | ∞ | |||
71 | WBNB Wrapped ... | $778.536 | +0.60% | +0.69% | $1.22B | $4.72M 6.06KWBNB | ∞ | |||
72 | USDGO USDGO | $1.0002 | -0.01% | +0.02% | $1.2B | $24,542.8 24.54KUSDGO | ∞ | |||
73 | ALGO Algorand | $0.1324 | -0.73% | +8.65% | $1.2B | $254.72M 390.59MALGO | 90.6% | |||
74 | KAS Kaspa | $0.04249 | -0.94% | -11.15% | $1.18B | $7.3M 172.87MKAS | 96.6% | |||
75 | ASTER Aster | $0.7098 | -4.06% | -3.80% | $1.18B | $100.56M 139.45MASTER | 20.7% | |||
76 | GT Gatechai... | $11.05 | -0.81% | +0.72% | $1.17B | $7.68M 787.38KGT | 74.8% | |||
77 | POL POL (ex-... | $0.1088 | -0.99% | -9.69% | $1.16B | $127.9M 1.22BPOL | ∞ | |||
78 | JST JUST GOV | $0.1387 | +8.30% | +12.98% | $1.13B | $35.82M 265.49MJST | 82.7% | |||
79 | JUP Jupiter ... | $0.329 | +0.30% | -5.68% | $1.04B | $40.91M 140.09MJUP | ∞ | |||
80 | RENDER Render N... | $1.984 | +0.30% | -3.08% | $1.03B | $40.56M 20.66MRENDER | 80.5% | |||
81 | KCS KuCoin T... | $7.356 | -0.64% | -0.69% | $1.02B | $138.01M 19.26MKCS | 69.8% | |||
82 | PI Pi Netwo... | $0.08853 | -1.93% | -3.77% | $995.82M | $4.72M 53.39MPI | 11.2% | |||
83 | ATOM Cosmos | $1.739 | +1.10% | -7.55% | $930.05M | $906.78M 280.71MATOM | ∞ | |||
84 | LIT Lighter | $3.5817 | -4.48% | -25.62% | $890.83M | $49.56M 14.07MLIT | 25% | |||
85 | FIL Filecoin | $1.0672 | +2.01% | -10.77% | $889.4M | $252.14M 243.91MFIL | ∞ | |||
86 | NEXO Nexo | $0.8441 | -1.21% | -2.30% | $846.14M | $1.84M 2.17MNEXO | 100% | |||
87 | CAKE PancakeS... | $2.5192 | -1.41% | -9.21% | $831.99M | $119.27M 49.35MCAKE | 82.7% | |||
88 | BCH Banco de... | $38.49 | -0.13% | -8.45% | $773.56M | $18.94M 494.05KBCH | 95.7% | |||
89 | INJ Injectiv... | $7.656 | +1.64% | -2.69% | $765.56M | $135.39M 18.69MINJ | ∞ | |||
90 | ASTEROIDETH Asteroid... | $0.001804 | +5.06% | -5.26% | $753.65M | $118,311.08 68.12MASTEROIDETH | 100% | |||
91 | DASH Dash | $58.54 | -2.75% | -18.05% | $752.63M | $73.91M 1.27MDASH | 68% | |||
92 | VET VeChain | $0.008668 | -1.67% | -9.84% | $746.32M | $17.83M 1.95BVET | 99.2% | |||
93 | LSETH Liquid S... | $3001.11 | -2.98% | -0.55% | $734.63M | $533,065.69 177.63LSETH | ∞ | |||
94 | STX Stacks | $0.3897 | +6.50% | +13.15% | $731.31M | $20.02M 54.41MSTX | ∞ | |||
95 | ETHFI ether.fi... | $0.7038 | -4.77% | -8.46% | $679.23M | $31.07M 44.26METHFI | 96.5% | |||
96 | XDC XDC Netw... | $0.03313 | -0.84% | +8.72% | $661.84M | $12.85M 386.63MXDC | ∞ | |||
97 | LBTC Lombard ... | $63000 | +0.00% | +0.00% | $645.88M | $0 0.00LBTC | ∞ | |||
98 | GFO GoodFund... | $0.06427 | +1.16% | -1.48% | $642.9M | $17,505.29 273.83KGFO | 100% | |||
99 | METH Mantle S... | $2939.1 | -1.07% | -0.50% | $630.86M | $24,072.64 8.18METH | ∞ | |||
100 | FLR Flare | $0.00721 | -1.90% | -2.45% | $627.67M | $2.18M 303.32MFLR | ∞ |