亚太汇率波动，加密吸金延续，黄金代币走强，资金轮动显著。

上周（4 月 29 日 - 5 月 5 日）,BTC 价格整体呈高位盘整后回落的宽幅震荡，4 月 30 日BTC 价格触低 $92,910 后回升，并于 $96,000 - $97,000 间高位盘整，最高至升 $97,895.68。5 月 2 日 BTC 多次试探 $98,000 无果后开始回落，当前价格稳定在 $94,372 附近宽幅波动，周内最大波动 5.36%。ETH 本周总体呈现 “M” 形震荡。4 月 30 日， ETH 自低点 $1,731.70 攀升至 $1,800 附近，随后两次试探 $1,900 支撑位未果，最高升至 $1,873.17，周内最大波动 8.16%。目前 ETH 价格回落至 $1,700 - $1,800 附近盘整，当前价格为 $1,801.72（数据来源：Binance 现货，5 月 6 日 17:00）。<h3>市场热点</h3>外汇市场波动明显，或成宏观政策新指向标过去一周，亚太货币普遍走强，韩元、RMB 均汇率上涨，台币更是一周涨幅超 8%，台币现货与一年期远期合约点差创20年新高。台币涨幅可能受下列因素影响：美台贸易协议的猜测升温，台湾保险机构增加美元资产对冲，以及大型贸易进行美元换汇。由于去年日元因利差变化出现的大幅波动，所以不排除本次台币汇率波动是全球资本流动调整的早期信号，外汇市场或成宏观变化的风向标。各国央行购金量放缓，黄金代币铸造量创三年新高随着央行购金放缓，黄金市场正出现结构性转变。数据显示，4 月黄金支持代币铸造量突破 $8,000 万，创三年新高，行业市值增至 $14.3 亿，月度转账量飙升 77% 至 $12.7 亿。一季度全球黄金总需求达 1,206 吨，同比小幅增长，但央行净购买量降至 244 吨，较前一季度明显回落。与此同时，黄金 ETF 需求翻倍至 552 吨，成为拉动金价的主力资金来源。非农超预期，市场反弹提振风险偏好最新非农数据显示，美国 4 月非农新增就业 17.7 万人，高于市场预期的 13.8 万人，失业率维持在 4.2%。尽管增速放缓，但就业市场表现仍显示一定韧性，市场对经济衰退恐慌减弱。数据公布后，美债收益率回升、美元反弹，三大股指期货全线走高，道指期货涨超 1%。然而受特朗普对“医药”关税政策信息影响，三大指数 5 日全线收跌，道指、标普 9 连涨终结。尽管非农超预期，但美联储预计 5 月维持利率不变的概率为 97.3%，市场对中长期经济前景依旧审慎。美联储方面暂无明确转向意图，政策路径仍取决于后续数据表现及关税政策的不确定影响。<h3>更多讯息</h3>美消费者信心触及疫情以来新低，关税与通胀预期成主要拖累最新数据显示，美国 4 月消费者信心指数大幅下滑，谘商会指数跌至 86.0，为 2020 年 5 月以来最低；密歇根大学初值更仅为 50.8，逼近历史次低水平。市场普遍认为，特朗普政府近期加码的关税政策及其对未来价格的冲击预期，是引发本轮信心坍塌的主要因素。高企的通胀预期叠加库存短期冲高，使得第一季度 GDP 存在结构性“虚高”风险，市场对全年增长前景转向保守。企业恐慌性进口难以持续，核心消费动能趋弱成为更值得警惕的信号。美联储面临“高通胀 + 低增长”组合的两难处境。股债波动加剧、黄金受益于避险情绪，加密市场则在经济与流动性预期博弈中呈现分化。关税或拖累 Mag 7 业绩表现，AI 成科技股分水岭在特朗普关税政策重压与消费疲软预期下，科技巨头财报季分化明显。微软凭借 Azure 云业务的持续强劲与 AI 战略推进，交出优于预期的成绩单，财报后一周股价涨超 11%，市值重回全球第一，成为 “Mag7” 中年内唯一股价正增长的公司。与之对比，苹果与亚马逊则在硬件成本上升与消费降温中承压，市值合计蒸发近 $1,800 亿。苹果披露关税带来每季度约 $9 亿的额外成本，亚马逊下调盈利预期。彭博数据显示，Mag7 企业 2025 年盈利预计增长 21.6%，营收增长 9.7%，均较前一周上调。AI相关资本支出持续强劲，带动英伟达、博通等芯片与硬件股反弹。虽然苹果和特斯拉财报承压，但整体来看，科技企业展现出较强的抗压能力与增长韧性。美国众议院发布加密监管草案，明确数字资产分类与监管边界5 月 5 日，美国众议院两大关键委员会联合发布加密资产监管讨论草案，拟建立统一的联邦监管框架，明确 SEC 与 CFTC 之间的职责划分，并对数字资产、区块链系统及稳定币等关键概念作出法律定义。5 月 6 日，众议院将启动公开听证，听取行业与公众意见。免责声明：上述内容不构成对香港特别行政区、美国、新加坡以及法律可能禁止此类要约或要约邀请的其他国家或地区的居民的投资建议、销售要约或购买要约邀请。数字资产交易可能具有极大的风险和不稳定性。投资决策应在仔细考虑个人情况并咨询金融专业人士后做出。Matrixport 不对基于本内容所提供信息的任何投资决策负责。

Matrixport 市场观察：亚太外汇波动，政策持续扰动市场

Volatility in the Asia-Pacific exchange rates continues, with crypto attracting funds, gold tokens gaining strength, and capital rotation being notably evident.

Last week (April 29 - May 5), BTC price showed a wide-ranging oscillation with an overall high-level consolidation followed by a pullback. On April 30, BTC price touched a low of $92,910 before rebounding and consolidating at a high level between $96,000 - $97,000, reaching a high of $97,895.68. On May 2, after multiple unsuccessful attempts to probe $98,000, BTC began to retreat, currently fluctuating around $94,372, with the largest weekly volatility of 5.36%.ETH overall presented an "M" shaped oscillation this week. On April 30, ETH rose from a low of $1,731.70 to around $1,800, then made two unsuccessful attempts to test the $1,900 support level, reaching a high of $1,873.17, with the largest weekly volatility of 8.16%. Currently, ETH price has pulled back to consolidate around $1,700 - $1,800, with the current price at $1,801.72 (data source: Binance Spot, May 6 17:00).<h3>Market Highlights</h3>... [rest of the translation continues in the same manner, preserving <> tags and translating all other text to English]

Matrixport Market Observation: Asia-Pacific foreign exchange fluctuates, and policies continue to disturb the market

Over the past two trading days, the New Taiwan dollar against the US dollar has sharply appreciated by nearly 7%, with the latest single-day surge reaching 2.5%, shocking the foreign exchange market. However, under such dramatic fluctuations, Taiwan's central bank chose to remain passive, without any obvious intervention. Is there a complex geopolitical and international trade power struggle behind this? International media Bloomberg offered its analysis:
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- Foreign Exchange Shock: New Taiwan Dollar Surges to Highest Two-Year Appreciation
- US Factors Emerge: Could Exchange Rate Become a Potential Negotiation Chip?
- Double-Edged Appreciation: Consumers Smile, Export Sector...

Alarmed foreign media! The Taiwan dollar surged nearly 7%, and the central bank remained on hold. What is the plan behind Bloomberg's analysis?

<Odaily> Planet News: Matrixport released a chart today, indicating an unusual market trend: Bitcoin price has cumulatively risen nearly 25%, with open interest increasing from $2.2 billion to $2.9 billion, while the funding rate remains close to zero. This reflects that despite the price increase, some futures traders still choose to establish short positions rather than chase the rally. This rare market structure may signal imminent larger market volatility: if prices continue to rise, shorts may be forced to close positions, accelerating the upward momentum; if prices pull back, it could reinforce the current short position layout. Regardless of how the trend evolves, the current market structure points to increased volatility in the future.

Matrixport: Bitcoin dominance continues to rise, and Altcoin are unlikely to emerge

[Important News from Last Night to This Morning (May 5-6)]

Bernstein Predicts Enterprises Will Purchase $33 Billion in Bitcoin by 2029

According to CoinDesk, Wall Street brokerage Bernstein predicts that global corporate treasuries will add $33 billion in Bitcoin purchases by the end of 2029. Among this, MicroStrategy is expected to contribute around $12.4 billion, with the remaining $20.5 billion coming from slower-growing small and medium-sized enterprises. The report notes that the US crypto-friendly regulatory environment is driving the corporate Bitcoin holding trend. Currently, listed companies hold approximately 720,000 BTC, representing 2.4% of the total supply. However, Bernstein also warns that MicroStrategy's model is difficult to fully replicate.

Berachain Ends Boyco Pre-staking Activity, BERA Rewards Open for Inquiry and Claiming

According to the Berachain Foundation's announcement, its Boyco liquidity pre-staking activity has officially ended. Users can now redeem pre-staked assets and check and claim $BERA airdrop rewards through the reward checker on the official website. Non-BERA rewards (such as application tokens) need to be claimed separately from each participating protocol. Rewards from some early pre-staking vaults (like StakeStone, EtherFi, etc.) are not displayed on the checker and require separate operations on each protocol. The official stated that in the future, they will support one-click investment of Boyco rewards into high-yield strategies within the Berachain ecosystem.

3,422 Bitcoins Untouched for 12 Years Suddenly Transferred, Total Value Reaches $324 Million

According to Ember, a total of 3,422 Bitcoins that remained unused since 2012 were transferred to a new address within the past 3 hours. Tracing shows these BTC were originally extracted from the now-closed early exchange BTC-e, when Bitcoin's price was only $13.5, worth about $46,000. Today, their value has reached $324 million, an increase of 7,018 times.

Riot Platforms Sold 475 Bitcoins Last Month to Address Industry Pressure

According to Decrypt, the listed mining company Riot Platforms sold 475 BTC in April, raising approximately $38.8 million to support operations and avoid equity dilution. Of these, 463 were newly mined that month, with an average selling price of $81,731. Affected by Bitcoin's 2024 halving, Riot's monthly production decreased by 13% year-on-year. Despite BTC rising 47% this year, the current price remains below the early-year historical high. Additionally, the network's mining difficulty increased by 35% year-on-year, further compressing miners' profits. Riot's stock price dropped 5.84% on Monday.

US House Financial Services Committee Releases Discussion Draft of the 2025 Digital Asset Market Structure Act

According to the US House Financial Services Committee website, Representatives French Hill, G.T. Thompson, Bryan Steil, and Dusty Johnson jointly released the discussion draft of the 2025 Digital Asset Market Structure Act. The bill aims to establish