早报 | 离岸人民币兑美元升破7.0关口，Metaplanet董事会批准扩大比特币购买计划

The spot gold price fell below $4,460 per ounce, with a daily decline of 0.59%.

Market trends

Market conditions yesterday

● On December 20th, the number of people filing initial unemployment claims in the United States was 214,000, lower than expected.

On December 20th, the number of people filing initial unemployment claims in the United States was 214,000, lower than the expected 224,000. The four-week average was 216,750, compared to 217,500 previously. On December 13th, the number of people continuing to file unemployment claims was 1.923 million, higher than the expected 1.9 million. The previous figure was revised from 1.897 million to 1.885 million.

● BlackRock deposited 2,292 BTC and 9,976 ETH with Coinbase.

According to Onchain Lens, BlackRock deposited 2,292 BTC worth approximately $199.8 million, along with 9,976 ETH worth about $29.23 million. The total value is approximately $229 million.

● This Friday marks the largest expiration date for Bitcoin options in history, which could drive up the price of Bitcoin.

This Friday, options on Bitcoin worth approximately $23.6 billion will expire. This represents the largest expiration date for Bitcoin options in history. Analysts believe that this expiration date is significant, and the overall sentiment is bullish. The maximum loss for option buyers will occur at a price level of $96,000, while sellers will benefit greatly. This will reinforce the upward trend in prices.

● Wall Street analysts predict that Kevin Hassett could become the chairman of the Federal Reserve.

Trump has narrowed the list of candidates for the position of Federal Reserve Chairman to four people. Wall Street analysts predict that Kevin Hassett, a advisor to the White House, could be chosen for this position. Hassett served as chairman of the White House Economic Advisory Board during Trump’s first term in office, and he demonstrated a certain level of “independence”. In his memoirs from 2021, he mentioned that some of his staff tried to get him to leave the White House. If Hassett were to take on the role of Federal Reserve Chairman by 2025, there would be almost no objections. However, there are concerns about Hassett taking up the position in 2025.

● China Real Estate Investment Holdings plans to purchase digital assets such as BNB as part of its strategic reserves.

China Real Estate Investment Holdings Limited (736 HK) announced that the board of directors has decided to implement a asset allocation plan: under conditions that comply with relevant laws and regulations, the company intends to use its own funds to purchase and hold BNB and other suitable digital assets as strategic reserve assets.

● It is suspected that a “major whale” has unlocked 96,574 ETH and transferred them to Binance.

Chain-based analysts at Eye Monitoring reported that Garrett Jin, a “major whale,” unlocked 96,574 ETH approximately 7 hours ago, worth approximately $282.76 million. He then transferred all of the ETH to Binance’s deposit account.

● Hackers in Mentougou sold around 1,300 bitcoins over the past week.

Recently, according to market reports, analyst Emmett Gallic noted that Aleksey Bilyuchenko, who was accused by the U.S. Department of Justice of being involved in hacking activities in Mentougou, has deposited 1,300 BTC (valued at approximately $114 million) into unknown trading platforms over the past 7 days. These addresses still hold a total of 4,100 BTC, valued at $360 million. In total, they have sold 2,300 BTC. Public information indicates that Aleksey Bilyuchenko and Alexander Vinnik jointly operated BTC-e since 2011. BTC-e is a notorious platform that was accused of facilitating money laundering by global criminals, including the distribution of ransomware, identity theft, and drug trafficking. BTC-e was shut down by law enforcement in 2017. The U.S. Department of Justice accused them of infiltrating Mt.Gox in 2011, stealing approximately 647,000 bitcoins (which led to Mt.Gox’s bankruptcy). They were charged with conspiracy to commit money laundering and used some of the stolen funds to operate BTC-e. According to CNBC, cryptocurrency exchange Kraken plans to launch a prediction market service in 2026. Mark Greenberg, head of Kraken’s global consumer business, revealed this plan during the CNBC Crypto World program. Zhao Changpeng stated on Binance Square that “the cryptocurrency industry should be able to completely eliminate address poisoning attacks and protect users. All wallets should simply check whether the recipient address is a malicious one, and prevent users from transferring funds there.”这是一个区块链查询。钱包甚至不应该在任何地方显示这些垃圾交易。如果交易的价值很小，就将其过滤掉。行业中的安全联盟应维护这些地址的实时黑名单，以便钱包在发送交易之前进行检查。币安钱包已经这样做了。如果用户尝试发送到一个恶意地址，将会收到警告。

● Curve DAO已否决价值620万美元的Swiss Stake拨款提案

据The Defiant报道，Curve DAO已否决一项向去中心化交易所Curve Finance的核心开发公司Swiss Stake AG拨款1740万枚CRV代币(约合620万美元)的治理提案。

该提案由Curve Finance创始人Michael Egorov提交，旨在为由其管理的Swiss Stake团队提供资金，用于软件开发、基础设施、安全工作和生态系统支持。投票结果显示，54.46%的参与者反对该提案，45.54%支持。

投票数据显示，与Yearn Finance和Convex Finance相关的地址占反对票的近90%。社区成员在论坛评论中表示，该提案引发了中心化担忧，质疑Curve的治理是否过度依赖小部分群体。一些成员还建议，在批准新资金之前，Swiss Stake应更好地解释过去资金的使用情况。

● 离岸人民币兑美元升破7.0关口

据新浪报价，离岸人民币兑美元一度升破7.0关口，最低报6.9999。

● Polymarket确认用户账户遭黑客攻击，源于第三方认证漏洞

据The Block报道，加密预测市场平台Polymarket于12月24日确认，多名用户账户因第三方认证提供商的安全漏洞而遭到黑客攻击。受影响用户在社交媒体上报告，即使启用了双重认证，资金仍被清空。该问题似乎与Magic Labs提供的电子邮件登录服务有关，这是许多首次使用加密货币的用户常用的注册方式。

Polymarket表示已解决此安全问题，目前无持续风险，但未透露受影响用户数量及损失金额。

● 易理华：坚定认为现在是最佳ETH买入区，尤其看好2026年大牛市

ChainCatcher消息，Liquid Capital(前LD Capital)创始人易理华在社交媒体上发文表示，“坚定认为现在是最佳ETH买入区，尤其是看好2026年大牛市，ETH未来目标超1万美元。想起经历过的312，在312之前BTC横在7000至8000美元时，我第一次经历币圈真熊市，实在熬不住了卖掉了所有比特币，然后成功躲过了312大暴跌，但是后来一路暴涨到6.9万美元，再也没有买回来btc了。这是一个因为几千美元错过几万美元的巨大失败案例。

This time, the same scenario played out again: we managed to escape from the market before reaching the resistance level at 1011. However, this time we decided to continue buying more shares, because we don’t want to risk thousands of dollars just because of a few hundred dollars. Investing based on trends and waiting patiently is the best strategy right now. We know that there will be a significant increase in prices eventually, but we just don’t know when that will happen.

Earlier reports indicate that Yi Lihua’s Trend Research increased its holdings of ETH by 46,000 units today, equivalent to approximately $137 million.

● Yi Lihua: Trend Research plans to invest another $1 billion to further increase its ETH holdings

Yi Lihua stated on the X platform that Trend Research intends to allocate an additional $1 billion to continue buying more ETH. He advised against shorting the asset, saying that this would be a historic opportunity.

● Metaplanet’s board approved expanding its Bitcoin purchase plan

According to Dlnews, Metaplanet’s board has approved several proposals aimed at raising funds to achieve the goal of holding 210,000 Bitcoins by the end of 2027. At current Bitcoin prices (approximately $87,250 per coin), the total value of these Bitcoins would exceed $18 billion. The company will issue Class A and Class B stocks with floating interest rates and quarterly dividends, while also opening up investment opportunities for overseas institutional investors.

● Industrial and Commercial Bank of China’s Singapore branch successfully implemented a pilot program for recharging digital RMB wallets outside of China

According to Xinhua Finance reports, under the joint guidance of the Digital Currency Research Institute of the People’s Bank of China and the Monetary Authority of Singapore, the ICBC Singapore branch, with the support of its headquarters, has actively implemented the cooperation outcomes announced by the Joint Committee on Sino-Singaporean Cooperation this year. Recently, the branch successfully launched an innovative pilot program for recharging digital RMB wallets overseas.

Tourists in Singapore only need to register a wallet through the digital RMB app, and then use their accounts opened at ICBC Singapore to recharge their digital RMB wallets. This allows them to make convenient payments for transportation, tourism, shopping, dining, and accommodation within China.

● The S&P 500 index reached a new high of 6921 points during trading

The S&P 500 index reached a record high of 6921.0 points during trading.

● Brevis released details about its token economics model: 1 billion tokens in total, with 32.20% allocated for community incentives

According to official information, ZK smart verification computing platform Brevis has released detailed information about its native token $BREV.

The total supply of $BREV is 1 billion tokens. Of this, 37% will be used for ecosystem development, 32.20% for community incentives, 20% for the team, and 10.80% for investors.

Parts related to ecosystem development and community incentives will be released linearly over 24 months after initial unlocking. During the TGE period, 14.50% of the tokens will be in circulation, while 10.50% will remain locked for the first year without any initial unlocking. The remaining tokens will be released linearly over the next 24 months.

Previously, Brevis Network completed a seed round of financing worth $7.5 million. Polychain Capital and Binance Labs led the investment.

● Sonic has adjusted its token distribution model. The remaining 92.2 million S tokens in the reserve will be used for future incentives.

According to Sonic Labs’ official blog, Sonic is transitioning from an early distribution phase to a value creation phase, thereby modifying its token incentive strategy. Since the issuance of 190.5 million S tokens in June 2025, approximately 89.5 million tokens were distributed in the first quarter, 6 million tokens in the second quarter, and around 2.8 million tokens during Kaito’s campaign. Currently, there are about 92.2 million S tokens remaining in the reserve, which will be used for incentives in 2026 and 2027.

Sonic stated that while the “token distribution model” has helped drive short-term growth in the crypto industry over the past few years, it also serves as a double-edged sword. The successful token distribution in the first quarter generated over $1 billion in total locked-up tokens for Sonic. However, large-scale incentives have attracted short-term investors, leading to downward pressure on prices. In the future, Sonic will no longer issue additional token distributions. Instead, the remaining tokens will be used for distribution, incentives, or destruction. Sonic will also reevaluate its token economy model to ensure that network activities create value for long-term participants.