Morning News | Brevis has launched a portal for registration and qualification inquiries. Li Lihua r

美股开盘，道指跌0.19%，贵金属价格重挫

行情动态

昨日市场动态

● SEC公司财务部副主任Cicely LaMothe宣布退休，曾主导多项加密货币政策

据The Block报道，美国证券交易委员会(SEC)周一宣布，公司财务部副主任Cicely LaMothe即将退休。LaMothe在过去一年中主导了多项关键加密货币政策，包括明确表示迷因币不属于证券以及阐述SEC对质押的立场。她于2002年加入SEC公司财务部，此前在私营部门工作，拥有注册会计师执照。LaMothe的退休正值SEC进入对加密行业更为友好的新方向第二年，期间SEC已批准特定加密ETF上市标准，启动"加密项目"更新数字资产规则，并撤销了针对多家知名加密公司的执法案件。SEC同时宣布，执法部门东南区副主任Nekia Hackworth Jones也已于12月底完成任期。

● Trust Wallet CEO：浏览器扩展安全事件已确认影响2596个地址，赔付核实仍在进行

Trust Wallet CEO Eowync.eth在X平台发布关于浏览器扩展v2.68安全事件的最新进展称，团队已确认共有2596个钱包地址受到影响，目前已收到约5000份赔付申请，其中包含大量重复或无效提交，试图冒领受害者补偿。

It was stated that accurately determining the ownership of wallets is currently the focus of our efforts. The team is using various data validation methods to distinguish between genuine victims and those who are attempting to manipulate the system for malicious purposes. Related verification work is being carried out simultaneously with forensic investigations. Some cases have already yielded clear conclusions, but the entire process is still ongoing.

Eowync.eth emphasizes that the impact of this incident on users has received sufficient attention. Investigation and compensation are currently the top priorities for Trust Wallet. The team will prioritize accuracy over speed, ensuring that funds are returned to the correct recipients as soon as possible. Further updates are expected within the next day.

● Democratic Representative Waters criticized SEC Chairman Atkins for terminating legal actions against cryptocurrency companies. She demanded a hearing.

According to CoinDesk, Maxine Waters, a senior member of the House Financial Services Committee from the Democratic Party, sent a letter to Republican Chairman French Hill, requesting an hearing with SEC Chairman Paul Atkins regarding the termination of legal actions against companies like Coinbase, Binance, and Justin Sun. Waters questioned why the SEC abandoned these cases and how to prevent market fraud. She also pointed out that some companies announced the termination of their legal actions before the committee’s official vote. She criticized Atkins for using the SEC’s agenda as a tool for government policy-making, implementing changes through employee statements rather than formal rules.

● Brevis has launched a registration and qualification inquiry portal.

ZK智能可验证计算平台Brevis上线空投注册和资格查询门户。用户需先查看是否符合资格并完成所有必要步骤后方可进行申请。申请通道将于12月29日至1月3日开放。分配数量将在未来开放申领时公布。

● 韩国支付巨头BC Card与Base达成合作，推进基于USDC的本土支付试点

韩国最大支付处理商BC Card与Base达成合作，联合推进基于美元稳定币USDC的韩国本土支付试点。

该合作计划将Coinbase旗下Base链钱包与BC卡QR支付系统打通，测试USDC在韩国商户支付、并最终以韩元结算的流程，以评估合规性、互操作性及实际落地可行性。

● 慢雾：NPM供应链攻击最新变种Shai-Hulud 3.0再次出现

慢雾首席信息安全官23pds发布安全预警称，NPM供应链攻击最新变种Shai-Hulud 3.0再次出现，提醒各项目方和平台加强防护。此前Trust Wallet API key泄露可能是Shai-Hulud 2.0攻击导致的结果。

● 《金融时报》：特朗普关联加密公司ALT5 Sigma因无证审计师而面临审查

据Cryptonews援引《金融时报》报道，与特朗普有关联的加密货币公司ALT5 Sigma因其无证审计师而面临审查。州政府文件显示，该公司的执照在8月份到期，截至12月底仍未续期，因此无法根据德克萨斯州的规定开展审计工作。

The company stated that its auditors are currently undergoing mandatory peer review under the supervision of the Texas Accounting Board. It is expected that this review will be completed by the end of January.

Reports also indicate that since early 2025, the company’s stock price has fallen by more than 77%. This reflects investors’ growing concerns regarding the company’s inability to meet information disclosure requirements. As a result, the company faces the risk of being delisted from NASDAQ due to failure to submit its quarterly reports by September.

● The chief journal of China’s Supreme Court expresses its stance: Digital transactions, electronic currency, and virtual assets are becoming central topics of legal discussion.

The authoritative journal “Digital Rule of Law”, supervised by China’s Supreme People’s Court, published its June 2025 issue (total number 18). This issue focuses on digital transactions, electronic currency, virtual assets, generative artificial intelligence, and the governance of data elements. Several articles address issues related to blockchain and encrypted assets, signaling a clear trend towards improving legal frameworks for digital assets.

In the “Cross-border Perspectives” section, articles systematically review the revisions to the U.S. Uniform Commercial Code in 2022. The focus is on electronic contracting, electronic currencies, virtual assets based on distributed ledgers, and the new form of property rights known as “controllable electronic records”. It is argued that the institutional designs related to the transfer, control, securitization, and bona fide acquisition of virtual currencies can serve as valuable references for China’s digital asset and blockchain legislation. Additionally, several articles discuss topics such as generative artificial intelligence training data, data portability rights, public data, autonomous vehicles and intelligent connected vehicles, and digital copyright protection. They emphasize that, given the rapid evolution of technology, it is important to balance technological innovation, market efficiency, and rights protection through institutional reform.

Analyses indicate that “Digital Law” serves as an important theoretical platform within the highest court system. This concentrated discussion on digital transactions, electronic currencies, and virtual assets shows that these issues have moved from academic research to the core areas of judicial and institutional design. This provides important policy and theoretical insights for the development of rules related to blockchain, digital assets, and Web3 in the future.

● Standard Chartered Bank and Ant Group have jointly launched a new blockchain-based tokenized deposit solution in Hong Kong

Standard Chartered Bank (SCBHK) and Ant Group have officially launched a blockchain-based tokenized deposit solution, enabling real-time, round-the-clock transfers of Hong Kong dollars, offshore RMB, and US dollars. This system uses Ant Group’s proprietary Whale platform to provide global enterprises with timely liquidity management, overcoming the limitations of traditional banking systems regarding time delays and settlement processes.

● Ubisoft temporarily suspended the online service for “Rainbow Six: Siege” after hackers distributed 13.3 million US dollars in game tokens without authorization

. The online service was interrupted due to a hack, and the hackers distributed 2 billion game tokens called R6 to each player after the attack.

Previously, Ubisoft sold 15,000 R6 tokens at a price of $99.99 per token. Players could obtain 2 billion R6 tokens by spending approximately 13.3 million US dollars, which could be used to purchase rare items such as skins and weapons. The development team of “Rainbow Six: Siege” announced that they are working to cancel the abnormal distribution of R6 tokens within the game. They have already started the process of rolling back this behavior.

● Hong Kong will implement new bank capital regulations based on the Basel Committee’s encryption regulatory standards on January 1st next year

According to Caixin, the Hong Kong Monetary Authority has decided to implement these new regulations starting from January 1st, 2026. These regulations are based on the Basel Committee’s guidelines for regulating encrypted assets.

By “encrypted assets,” the Basel Committee refers to private “digital assets” that rely primarily on cryptography and distributed ledger technologies or similar technologies. Digital assets can be used for payment, investment purposes, or to obtain goods and services. Not only Bitcoin and Ethereum fall under the definition of encrypted assets, but also RWA and stablecoins are included.

● Investment firm Cantor Fitzgerald predicts that 2026 will see another round of “crypto winter,” but the use of cryptocurrencies will continue to grow

According to CoinDesk, analyst Brett Knoblauch from Cantor Fitzgerald predicted in his latest report that Bitcoin may be entering a long-term downtrend, reflecting its historical four-year cycle. The price could even test Strategy Company’s average cost price of approximately $75,000. However, unlike past “crypto winters,” this time there will be no mass liquidations or structural collapses. Instead, the market will be dominated by institutional investors.

Kalshi reported a record weekly trading volume of $2.3 billion over the week ending December 21. This represents a 92% increase compared to Polymarket’s $1.2 billion in trading volume. It marked the first time Kalshi exceeded the $2 billion mark per week.

The surge in trading volume is related to Kalshi’s integration of the TRON network, along with its support for TRX and USDT transactions. As of December 23, Kalshi’s total trading volume had exceeded $23.7 billion. Currently, the sports market remains the largest category, with single-day trading volumes for NFL championship games exceeding $65.8 million.

Prediction markets have experienced explosive growth over the past year due to the presidential elections in the United States. Polymarket originally held a leading position, but since September this year, Kalshi’s activity has increased, and both platforms reached new monthly trading volume records in November.

● Five venture capital firms predict crypto investment trends for 2026: “Investors will focus on long-term visions of 5 to 10 years”

In 2025, venture capital funds invested more than $25 billion in crypto companies, a 73% increase from previous years. Looking ahead to 2026, five top investors predict that the industry will enter a mature stage.

Tejwani, a senior executive at Coinbase Ventures, pointed out that perpetual contracts will transform from mere speculative tools into synthetic markets for trading real-world assets such as oil and inflation data. With the clarification of laws like the Genius Act, “the market will become more mature rather than just subject to speculation by 2026.” Investors will focus on long-term prospects of 5 to 10 years.

Giampapa, a partner at Galaxy Ventures, predicted that stablecoins and tokenized assets will continue to grow in popularity. Major banks and asset management companies are launching blockchain-based products. Conti from CV Labs emphasized that clearer regulations have encouraged institutional participation. Blockchain investments in emerging markets like Africa now account for 7% of total venture capital investments.

Ren, the founder of OKX Ventures, believes that investments will focus on areas where traditional finance and blockchain intersect. Stablecoins will become the default method for salary payments and cross-border transactions. Martynov from Morningstar Ventures predicted that consumer-grade DeFi applications will be as user-friendly as Revolut. Blockchain will also serve as the verification layer for artificial intelligence and robots, with technologies eventually becoming “invisible”.

● Yi Lihua responded to his repeated purchases of ETH: He plans to continue buying at low prices during bear markets, and sell during bull markets.

Yi Lihua, the founder of Liquid Capital (formerly LD Capital), commented on Trend Research’s recent large-scale purchases of ETH on social media. He said, “He plans to continue buying at low prices. During the massive bull market in 2026, opportunities lie in the uptrend, not the downtrend. There’s only one thing that matters in the cryptocurrency world: buy during bear markets and sell during bull markets.”

● Trend Research once again acquired 13,462 ETH, representing an increase of over 46,000 ETH in a single day.

According to analyst Ai_9684xtpa, Trend Research withdrew 13,462 ETH from Binance again, 5 minutes ago. This amount is worth approximately $39.31 million. The institution’s total ETH holdings have now reached 626,071 units, with a total value of over $1.83 billion. The average cost per unit is around $3,105.5 USD. Currently, the institution is suffering a loss of approximately $1.1 million. Data shows that Trend Research has increased its ETH holdings by 46,036.72 units within a single day.

● Strategy increased its bitcoin holdings by 1,229 units last week, currently holding a total of 672,497 units.

According to information shared on Twitter by Michael Saylor, founder and CEO of Strategy, the company has purchased 1,229 units of bitcoin, with a transaction amount of approximately $108.8 million. The average price per unit was around $88,568 USD. As of December 28, 2025, the company still holds a total of 672,497 units of bitcoin, with a total investment of approximately $50.44 billion. The average purchase price per unit was $74,997 USD. Since 2025, Strategy’s bitcoin return has reached 23.2%.

● WLD Treasury Company Eightco Holdings launched a $125 million stock buyback plan.

According to PRNewswire, WLD Treasury Company Eightco Holdings, a company listed on NASDAQ, announced that its board of directors has approved a stock buyback plan worth up to $125 million. The company also stated that it will use strategic investments and partnerships to develop a universal digital identity and authentication framework, in order to address the challenges posed by the evolving authentication market due to the widespread use of artificial intelligence.

● Caixin: The digital RMB system will be upgraded, and wallet balances will begin to generate interest from 2026 onwards.

The digital yuan will undergo important upgrades in its functionality. Starting from January 1, 2026, the balances in digital yuan wallets will be subject to interest calculations. Without changing the “dual-tier operational structure,” digital yuan issued by banking institutions will be managed within the bank’s balance sheet, while the reserve requirement will be reduced from 100% to a lower percentage. Non-banking payment institutions, on the other hand, will still be required to maintain a 100% reserve system for digital yuan transactions.

Reports indicate that banking institutions can earn interest on customers’ digital yuan wallet balances, and they must comply with self-regulatory agreements regarding deposit interest rates. Additionally, banking institutions can manage their assets and liabilities independently, based on the balances in their digital yuan wallets. Relevant balances will be covered by deposit insurance, providing the same level of protection as traditional deposits. For non-banking payment institutions, the guarantee requirements for digital yuan transactions are similar to those for existing customer funds.

● Flow Foundation: Released a recovery plan without the need for network rollback. Over 99.9% of accounts will not be affected.

The Flow Foundation has proposed a new recovery plan in response to the security vulnerability that occurred on December 27th. This plan was developed after consultation with bridging operators, exchanges, and infrastructure partners. Its main features are as follows:

– No need for network rollback: No reconfiguration of the network or requirement for partners to replay transactions.

– Preserves legitimate user activities: Over 99.9% of accounts will remain unaffected and will function normally after restarting.

– Precise repairs: Temporary restrictions are only applied to accounts that receive fraudulent tokens.

- Transparent processing: Verified by independent blockchain forensics companies. Fraudulent tokens

will be destroyed through transparent and auditable on-chain transactions. The recovery process consists of four stages:

1. The Cadence environment is restored to operation; the EVM remains in read-only mode temporarily

. 2. The issues in the Cadence environment are fixed (approximately 24-48 hours)

. 3. The EVM environment is repaired and re-enabled

. 4. Bridges/ exchanges will resume operations once the network stability is confirmed

. This attack resulted in the transfer of approximately $3.9 million in assets. Currently, the Flow Foundation is working closely with validators and the community to ensure the network’s security is restored