Morning News | Digital RMB vs. WeChat Pay tops Baidu’s search rankings. Yi Lihua owns 626,574 ETH, w

Tether投资跨境二维码支付平台SQRIL

行情动态

昨日市场动态

● 伯克希尔·哈撒韦现金及等价物占比升至 31%，创 20 年新高

据 Cointelegraph 报道，伯克希尔·哈撒韦目前持有的现金及现金等价物占其资产总额的 31%，创下 20 多年来的最高水平。

● Tether 投资跨境二维码支付平台 SQRIL

稳定币巨头 Tether 披露已投资实时跨境二维码支付平台 SQRIL，具体投资金额暂未披露。SQRIL 目前主要面向亚洲、非洲和拉丁美洲市场，能够与传统银行(如巴克莱银行或美国银行)、Venmo、Revolut 或 Cash App 等数字银行的 API 集成，新资金将支持其探索更好的稳定币、二维码跨境扫码支付方式。

● 美议员 Ritchie Torres 将提法案，拟禁止联邦官员利用内幕信息在预测市场交易

据 Theblock 报道，美国众议员 Ritchie Torres 将提出《2026 年预测市场金融诚信法案》，禁止联邦官员利用内幕信息在预测市场进行交易。此举源于一个新创建的 Polymarket 账户在委内瑞拉总统 Maduro 被美军抓捕前投入约 32,000 美元押注其下台，最终获利超过 400,000 美元。

This bill will prohibit federal elected officials, political appointees, and administrative employees from trading prediction market contracts related to government policies or political outcomes, especially when they possess or could obtain important, confidential information through their official duties.

● Yi Lihua: Trends matter more than games of chance. A bull market is already established.

Yi Lihua, founder of Liquid Capital (formerly LD Capital), wrote on social media, “Investors like Buffett and Duan Yongping are respected because they make money from value and trends, not by playing games.”

This year’s trend is a bull market. Whether it’s the macro environment or the stage of industry development, these are things beyond our control. We can only recognize the trends and act in accordance with them. I see that short sellers are still making last-ditch efforts, but as we mentioned earlier, before the massive bull market in 2026, short sellers would end up with small losses from early liquidations, while those who liquidate later will suffer huge losses.

Those who continue to be bearish in the market are either talkers or victims. After more than a month of fluctuations between bulls and bears, the bulls will surely feel relieved. Pessimists are always right, while optimists will always move forward.

● Analyst: Yi Lihua has recovered all of his losses on 626,574 ETH.

According to analyst @ai_9684xtpa, on December 29th, when the price dropped, Yi Lihua’s institution bought back 46,036.72 ETH, reducing the average cost of his holdings to $3,105.5 per unit. Currently, he has recovered his initial loss of $11 million and reached the point where he can break even.

● Founder of Helium: Will stop repurchasing shares. Don’t want to waste more funds.

去中心化电信基础设施项目 Helium 创始人 Amir 发推表示，市场似乎并不在意项目方从市场上回购其代币的行为，因此，在当前形势下决定停止浪费资金进行回购。

他表示，仅去年 10 月份，Helium 与移动业务就创造了 340 万美元的收入，宁愿将这些资金用于拓展业务，而非投入无底洞。

● Jupiter 联创就「是否暂停 JUP 回购」向社区征求意见

Jupiter 联创 SIONG 在 X 平台向社区征求是否暂停 JUP 回购的意见。SIONG 称，去年花了 7000 多万美元用于回购，但币价显然没有太大变化，是否可以把这 7000 万美元用来奖励现有用户和新用户，促进增长。

目前，是否停止回购仍待进一步讨论。

● toly 评论 Jupiter 回购问题：质押优于回购，能够稀释短期持有者

Solana 创始人 toly 发推回复 Jupiter 联创就「是否继续代币回购、还是为现有用户提供增长激励」问题时表示：

“Capital formation is inherently very difficult—traditional finance typically requires more than 10 years to achieve significant capital accumulation. Compared to repurchases, I believe a more reasonable approach is to replicate this long-term capital structure. In the crypto industry, the closest mechanism to this concept is pledgeing. Participants who are willing to hold their tokens for a long period will dilute those who are not. The protocol can deposit profits as protocol assets that can be claimed in the future using tokens. Users can lock in their tokens and pledge them for one year in exchange for returns. As the protocol’s balance sheet continues to expand, those who choose to pledge their tokens for a long time will receive a larger share of the actual equity.”

When asked about “how to prevent delta-neutral short-selling strategies,” Tolly said, “The equity itself is tied to the protocol’s future profits, and these profits will continue to grow over time.”

Previously, Jupiter’s co-founder sought feedback from the community regarding whether to suspend JUP’s repurchases.

● Bitcoin mining company Bitfarms sold its Latin American operations for $30 million, continuing its transition into AI and high-performance computing fields.

According to The Block, Bitcoin mining company Bitfarms Ltd. has agreed to sell its remaining Latin American operations. With the company shifting its focus to North America and energy/data centers related to AI and high-performance computing, this move marks its complete exit from the Latin American market.

In a press release issued on Friday, the company announced that it has reached a final agreement with Sympatheia Power Fund, an encrypted infrastructure fund managed by Singapore-based Hawksburn Capital. The company is selling its 70 megawatt Paso Pe mine in Paraguay for up to $30 million. According to the terms of the deal, Bitfarms will receive $9 million in cash upon completion of the sale (including the already paid $1 million non-refundable deposit), and additional payments of up to $21 million over the next 10 months based on post-sale milestones. Management stated that this sale effectively realizes the expected free cash flows from the mine over the next two to three years. Bitfarms CEO Ben Gagnon noted that the proceeds from the sale will be used to invest in high-performance computing and artificial intelligence energy infrastructure in North America starting in 2026. This marks the completion of the company’s several-year plan to reduce its presence in Latin America. As a result of this sale, Bitfarms’ energy assets are now entirely focused on North America, including 341 megawatts of operational capacity, 430 megawatts of capacity under construction in the United States, as well as a total of approximately 2.1 gigawatts of long-term projects in that region. Bitfarms is continuing to transition from its geographically dispersed Bitcoin mining operations to investing in local energy assets in North America that can support artificial intelligence and high-performance computing workloads. The company began showing signs of this transition in mid-2025, emphasizing the higher returns associated with the growing demand for high-energy-consuming data centers. Subsequently, Bitfarms announced plans to convert some of its mines into artificial intelligence infrastructure facilities.

● Galaxy 2026 预测：美国将推出超 50 种山寨币 ETF，SEC 将因过于宽松的政策而面临诉讼

Galaxy Digital 研究团队发布 2026 年预测表示，比特币在 2026 年创下历史新高仍是可能的。期权市场目前对 2026 年 6 月底的定价约为 7 万美元或 13 万美元的可能性各半，对 2026 年底的定价约为 5 万美元或 25 万美元的可能性也各半。这些宽泛的区间反映了短期内的不确定性。在 BTC 坚定地重新站上 10 万至 10.5 万美元上方之前，短期内下行风险仍然存在。但预计到 2027 年底，BTC 将达到 25 万美元。

其他部分预测包括：2026 年不会有任何 Solana 通胀削减提案获得通过，当前提案 SIMD-0411 将在未经投票的情况下被撤回;应用收入与网络收入的比率将翻倍;SEC 将因创新豁免而面临传统市场参与者或行业组织的诉讼;一家大银行/券商将接受代币化股票作为抵押品;DEX 将占据现货总交易量的 25% 以上;Polymarket 的周交易量将持续超过 15 亿美元;美国将推出超过 50 种现货山寨币 ETF，以及另外 50 种加密 ETF(不包括现货单币种产品);美国现货加密 ETF 净流入将超过 500 亿美元;超过 15 家加密公司将在美国进行 IPO 或升级上市。

● Aave Labs 拟共享非协议收入以缓解社区治理分歧

According to Stani Kulechov, the founder of Aave Labs, the company plans to share non-protocol-generated revenue with AAVE token holders. Additionally, efforts will be made to address issues related to brand assets, in order to mitigate any conflicts within the community. Kulechov stated that the team will have the freedom to develop products independently within the decentralized Aave protocol, while the protocol itself can benefit from increased usage and revenue. He emphasized the need to align the long-term development vision with AAVE holders, including expanding into new asset categories such as consumer and institutional lending models. This proposal addresses the community’s concerns regarding the allocation of fees and intellectual property rights associated with Aave Labs. A formal plan will be introduced later to clarify the distribution structure.

The hacking incident at Bitfinex involved Ilya Lichtenstein, who announced that he would be released earlier than expected. He also expressed gratitude for the criminal justice reform legislation passed by President Donald Trump in 2018.

In 2024, Ilya Lichtenstein was sentenced to five years in prison for participating in the hack of Bitfinex in 2016. His charges included conspiracy to commit money laundering and conspiracy to deceive the U.S. government. Shortly after, his wife, Heather Morgan, was also convicted, although prosecutors claimed her role in the money laundering scheme was minor.

The token sale for Infinex has begun and will continue until January 6th at 14:00 Beijing time.

Previously, the valuation of Infinex’s token sale was reduced from the initial $300 million to $99.99 million, in order to better adapt to the current market conditions.

“The differences between digital RMB and WeChat Pay/Alipay” topped the Baidu search rankings. According to Baidu’s analysis, starting from January 1st, digital RMB wallets will earn interest on their balances, similar to regular deposits. The key difference between digital RMB and WeChat Pay/Alipay is that digital RMB represents actual money, allowing users to directly pay merchants using electronic money; while WeChat Pay and Alipay are essentially wallets that store money for payments.

● BTC OG insider reports that gold and silver prices have reached historical highs, and funds are beginning to shift towards the cryptocurrency sector. After the market opened today, funds began to flow into the cryptocurrency sector. Even though the stock market experienced selling after opening, cryptocurrencies continued to rise. The inflow of funds may continue, with potential acceleration of upward momentum, possibly leading to squeezing by bears. There may be no clear pullbacks during this process.

● USDC Treasury has minted an additional 750 million USDC on the Solana network. According to Whale Alert, USDC Treasury minted 750 million USDC on the Solana network, with the minting completed in three batches.

● Data: The total net inflow for Bitcoin spot ETFs yesterday was $471 million, with BlackRock’s IBIT ranking first with a net inflow of $287 million.

根据 SoSoValue 数据，比特币现货 ETF 总净流入 4.71 亿美元。

单日净流入最多的比特币现货 ETF 为贝莱德 (Blackrock) ETF IBIT，单日净流入为 2.87 亿美元，目前 IBIT 历史总净流入达 623.8 亿美元。其次为富达 (Fidelity) ETF FBTC，单日净流入为 8807.82 万美元，目前 FBTC 历史总净流入达 122.03 亿美元。截至发稿前，比特币现货 ETF 总资产净值为 1169.52 亿美元，ETF 净资产比率(市值较比特币总市值占比)达 6.53%，历史累计净流入已达 570.84 亿美元。

● 未来一周 HYPE、ENA、APT 等代币将迎来大额代币解锁，总价值超 4 亿美元

Token Unlocks 数据显示，未来一周 HYPE、ENA、APT 等代币将迎来大额代币解锁，总价值超 4 亿美元。

HYPE 将于 1 月 6 日解锁 1246 万枚代币，价值约 3.1693 亿美元，占流通量 3.61%;

ENA 将于 1 月 5 日解锁 1.7188 亿枚代币，价值约 4159 万美元，占流通量 2.37%;

APT 将于 1 月 11 日解锁 1131 万枚代币，价值约 2160 万美元，占流通量 0.70%;

LINEA 将于 1 月 10 日解锁 13.8 亿枚代币，价值约 975 万美元，占流通量 6.34%;

MOVE 将于 1 月 9 日解锁 1.6458 亿枚代币，价值约 615 万美元，占流通量 5.77%;

KUB will release 3.31 million tokens on January 11th, worth approximately $4.14 million. This represents 3.56% of the total supply.

IO will release 13.29 million tokens on January 11th, worth approximately $2.36 million. This accounts for 4.89% of the total supply.

W will release 50.41 million tokens on January 9th, worth approximately $1.92 million. This represents 0.97% of the total supply.

BB will release 29.93 million tokens on January 8th, worth approximately $1.86 million. This accounts for 3.08% of the total supply.

AGI will release 10.653 million tokens on January 11th, worth approximately $1.81 million. This represents 5.57% of the total supply.

OP will release 4.47 million tokens on January 10th, worth approximately $1.4 million. This accounts for 0.23% of the total supply.

RED will release 5.54 million tokens on January 6th, worth approximately $1.28 million. This represents 2.29% of the total supply.

IOTA will release 12.37 million tokens on January 7th, worth approximately $1.17 million. This accounts for 0.33% of the total supply.