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六赛道周报第三期（10月25日→11月1日）：全表60币一周分化明显。Perp DEX +17.1%一骑绝尘，隐私+1.5%、RWA+0.5%微涨，链上DeFi -1.1%、AI -3.8%、混合 -4.5%。关键词：窃案余波下，资金只往龙头集中。
36.4亿净流出只占2.1%——挤兑的恐慌没兑现，币安的资产负债表扛住了第一波。真正的考验在后面：第二批网络恢复时，提款量会不会再冲一次。
Binance began restoring withdrawals in phases at 06:00 UTC on November 1, 2026. By 12:36 UTC, withdrawals had resumed for all 15 networks and assets in the initial phase. After an initial spike, withdrawal volumes have declined and are stabilising as expected, while deposit volumes have remained substantial.
Between 06:00 and 15:30 UTC on November 1, we processed $4.649 billion in withdrawals and $1.01 billion in deposits, resulting in a net outflow of approximately $3.64 billion. This represents 2.1% of our $171 billion in total assets under management (AUM), based on the latest available Proof of Reserves (PoR) data as of October 28, 2026. A new PoR snapshot was taken at 00:00 UTC on October 31, and zero-knowledge proof (ZKP) computation began. The updated report is expected to be available on our PoR website tomorrow.
Our team continues testing rigorously the remaining networks and assets. We know how important safe and reliable access to your funds is and will share details of the next phase as soon as we can. Rest assured that market conditions are stable.
Thank you for your patience and continued support.
币安提现开闸第一天，钱到底走了多少？官方口径：9个半小时提走46.5亿、存回10.1亿，净流出36.4亿，占总资产2.1%，提现量已趋稳。DefiLlama算的却是40.5亿起步——窗口和钱包口径不同，数字对不上。恐慌性挤兑没发生，但信任修复不能只看官方口径：净流出2.1%是压力测试的及格线，不是满分。
英国FCA把DeFi的账算明白了：GC26/7咨询11月18日截止，不新设牌照、不禁DeFi，但用DeFi的持牌机构照样要过运营韧性和反洗钱那关。去中心化不是免责牌——2027年10月新规落地前，先把“谁负责”写清楚。
The UK Financial Conduct Authority @TheFCA just published two important consultations addressing decentralized finance (DeFi) and the scope of cryptoasset regulation in the UK.
@fund_defi will be responding to the consultations to advocate for appropriate treatment DeFi protocols, software developers, and infrastructure providers.
贝莱德第三只比特币ETF不装币了：PBIT只买IBIT期权组合，初始亏损敞口约10%、收益封顶，费率还没填。给怕波动的机构一个“能上车又不怕翻车”的版本——代价是牛市来了你只能吃到天花板以下的部分。想稳，就别惦记翻倍。
BREAKING🚨 @BlackRock just filed for another Bitcoin ETF. This one will be a "buffer" Bitcoin ETF which will means it will offer downside protection but investors will give up some upside to get that protection. Ticker will be $PBIT.
10月账本结出来了，数字比币安单案更吓人：PeckShield统计，全行业10月56起大案被盗64.8亿美元，环比暴涨745%。前10起就占全年86亿美元损失的92.3%——币安63亿之外，还有Coldcard 1.3亿、Ledger改装机9300万、Tectonic 7400万。黑客月不是某一家倒霉，是整个行业的安全账集体爆了。
币安提现今天真的开了：首批15条网络下午两点到五点陆续恢复，比特币打头，以太坊、BNB、SOL、XRP、ZEC等主流币和USDT、USDC都在列。补足比例也从九成升到九成五，剩下的是流动性差的小币。早间说的里程碑兑现了——钱能动，才是真恢复；其余币种等下一批安检过关，别急着全量提款挤兑通道。
SEC主席Atkins在达拉斯把话说透了：大多数加密资产本身不是证券。8月已提议《加密资产监管条例》、最近又开了“创新豁免”给链上证券交易。关键分界不在币种，在发行方有没有明确承诺——没承诺，就不归证券法管。定性之争打了十年，监管终于先给答案再谈执法。
18年前9页白皮书，18年后BTC距去年10月约12.6万美元高点已跌约38%，10月还连收第二根阴线。白皮书一个字没变，变的是拿着它的人——从密码朋克的实验，到ETF、银行托管、FBI点名黑客的全球资产，成年礼过得一点不轻松。
币安赔付进度更新：63亿美元窃案损失已补足90%，BTC、ETH、USDT、BNB、SOL、USDC、XRP、USD1、RLUSD、ZEC十个主流币100%全额支持，剩余10%是流动性较差的小币、买齐要更久。下一个里程碑是今天恢复提现——钱能不能动，比赔了多少更能验真假。
10月30日一天就把前四天全吐出来还倒贴：BTC ETF -6.43亿、ETH -1.56亿，合计7.99亿，IBIT一家就出2.34亿。币安窃案次日，机构先降仓再问为什么——恐慌的传染速度，比链上冻结快多了。
Spot Bitcoin ETFs See $643M in Net Outflows, Ethereum ETFs Lose $156M
According to SoSoValue data, U.S. spot Bitcoin ETFs recorded total net outflows of $643 million on October 30 (ET). BlackRock's IBIT saw the largest daily net outflow among spot Bitcoin ETFs at $234 million. Spot Ethereum ETFs recorded total net outflows of $156 million, marking their fifth consecutive day of net outflows. BlackRock’s ETHA saw the largest daily net outflow among spot Ethereum ETFs at $76.64 million.
FATF巴黎全体会议收官：虚拟资产、欺诈和诈骗园区列为全球行动重点，针对加密服务商的专项审查结果定在2027年6月和10月公布。灰名单一次摘掉4个（保加利亚、科特迪瓦、刚果（金）、摩纳哥），越南被点名要加速。全球监管的网，2027年要收得更紧了。
The first FATF Plenary under the UK Presidency of Giles Thomson concluded today, with countries agreeing global action to tackle evolving financial crime threats, including the rising threat posed by virtual assets, fraud and scam compounds.
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