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彭博社：Binance正探索重启Binance.US

行情动态

昨日市场动态

● 比特币或回落至1万美元，风险回报结构已变

12月17日，彭博情报策略师Mike McGlone表示，比特币面临回归压力，预计价格可能回落至接近1万美元。Strategy创始人Michael Saylor近日称“用输不起的钱购买比特币”。McGlone指出，ETF出现及美国领导人认可等利好已兑现，且CoinMarketCap上加密货币数量已达2800万种，短期风险回报结构已发生变化。

● 美联储正式取消2023年限制银行与比特币合作的政策

据The Bitcoin Historian披露，美国联邦储备委员会已正式取消一项于2023年出台的政策，该政策此前对银行与比特币相关业务的参与设置了限制。

● 德意志银行给予Coinbase“买入”评级，目标价为340美元

德意志银行首次对Coinbase(股票代码COIN)进行评级，给予“买入”评级，目标价为340美元，这意味着较当前水平有大约40%的上涨空间，称因为这家加密货币交易所正进一步向其所描述的“万能交易所”迈进。

● Coinbase推出股票交易、预测市场等服务，力图成为“万能交易所”

据周三发布的一篇博客文章称，在美国上市的加密货币交易所Coinbase(COIN)正在引入股票交易并整合预测市场，以及一系列其他新产品和资产，旨在巩固该平台作为“万能交易所”的地位。Coinbase表示，它正在大幅扩展其平台上可交易的资产种类，包括新型加密货币、永续期货、股票和预测市场，首先是与Kalshi合作，之后还将整合更多资产。此外，Coinbase推出了全新的AI驱动型财富管理咨询服务，以及Coinbase Business，旨在帮助初创企业和小企业整合加密货币。

● 彭博社：Binance正探索重启Binance.US

据彭博社报道，Binance创始人CZ正重新展现其在加密行业的影响力。随着美国总统特朗普对加密资产态度转向友好，CZ频频公开肯定相关政策，并释放出对美国市场的积极信号。

知情人士表示，Binance一直在探索重启Binance.US的方案，包括可能进行的资本重组，但这将降低CZ的控股权。知情人士还称，如果Binance收购CZ的部分或全部股份，就可以任命新的领导层，推行促进增长的商业策略，并利用其在华盛顿的政治关系。

另据知情人士透露，Binance一直在寻求与全球最大的资产管理公司贝莱德集团建立更紧密的合作关系。

● “1011内幕巨鲸”解质押27.0959万枚ETH

“1011 Insider Whale” today transferred 271,959 ETH through three addresses, worth $795 million. Subsequently, the “1011 Insider Whale” transferred all the ETH to three new addresses.

● The “1011 Insider Whale” has transferred 368,106 ETH to five new wallets

According to monitoring by Lookonchain, the “1011 Insider Whale” has transferred 368,106 ETH to five new wallets, worth $108 million. Currently, his positions in BTC, ETH, and SOL are worth over $680 million.

● Brazilian Stock Exchange B3 plans to launch its own token platform and stable coin

Brazilian’s leading stock exchange B3 plans to launch a token platform and its own stable coin next year, thereby deepening its involvement in the cryptocurrency sector. This stable coin will facilitate transactions involving tokenized assets, and it is expected to be pegged to the Brazilian real. The token platform will allow assets to be tokenized and traded on the exchange. Luiz Masagao, vice president of product and customers at B3, said that both systems will share the same liquidity pool. B3 is also expanding its cryptocurrency derivatives products, including new options and contracts linked to cryptocurrency prices.

● He Yi: The entire network is collecting criminal evidence related to fraudsters who act as ‘token listing agents’ for compensation

Binance’s co-CEO, He Yi, announced that the entire network is collecting criminal evidence related to fraudsters who act as ‘token listing agents’ for compensation.

● WLFI releases a governance proposal: It intends to use part of the unlocked funds from WLFI’s treasury to incentivize users to use USD1

WLFI发布治理更新公告称，一项新的社区治理提案已开放投票，提议使用部分已解锁的WLFI金库资金，作为激励措施推动稳定币USD1的采用与增长。公告显示，过去三周内，WLFI已使用USD1回购约1000万美元的WLFI代币，并成功在币安获得多个现货交易对支持。同时，USD1在CeFi与DeFi场景中的使用规模显著增长，WLFI代币解锁时间表也在持续推进并接近最终确定。该提案旨在延续当前增长势头，通过激励机制进一步扩大USD1的集成、使用场景与合作伙伴数量，从而提升WLFI生态整体的经济活动水平。公告指出，USD1的增长将直接带动WLFI生态扩展，并使整个社区从中受益。

● 美联储理事沃勒主张温和降息，承诺向特朗普强调独立性

下任美联储主席最终候选人之一、现任理事沃勒表示，当前就业市场非常疲软，就业增长并不乐观，美联储仍有降息空间。沃勒支持进一步降息以使利率恢复到中性水平，但政策制定者不必急于这样做。沃勒对通胀预期稳定充满信心，并驳斥物价压力可能再次加速上涨的担忧。此外，沃勒确认将在与美国总统特朗普面谈时强调美联储的独立性。

● 矿企Hut 8签署70亿美元数据中心租赁协议

The Bitcoin mining company Hut 8 announced on the X platform that it has signed a 15-year data center lease agreement with Fluidstack, worth $7 billion. The data center located in River Bend campus will be used by Hut 8. Additionally, Fluidstack has the right to add up to 1,000 megawatts of capacity during future expansions of the campus. The exact duration of this agreement depends on the total installed capacity of the campus.

● The Hong Kong Securities and Futures Commission released its quarterly report: In Q3, the total market value of virtual asset ETFs reached $920 million, an increase of 217%.

The Hong Kong Securities and Futures Commission released its third-quarter report for July to September 2025. It was revealed that the total market value of virtual asset ETFs in Q3 reached $920 million, an increase of 217% since their introduction. The assets under management of five token-based money market funds reached HK$5.387 billion (approximately $692 million), a 391% increase compared to the previous quarter. Additionally, the Hong Kong Securities and Futures Commission stated that it has confirmed that stamp duty exemptions apply to ETFs related to tokens. This initiative aims to facilitate secondary market transactions for token-based ETFs and further expand access for token-based fixed-income and currency products. Currently, licenses have been issued to 11 virtual asset trading platforms, and applications from eight more platforms are under review.

● Several economic indicators in the United States are weak, leading investors to expect the Federal Reserve to cut interest rates twice next year.

This week, various economic data from the United States showed weakness, including employment, wages, consumption, and industrial activity. Investors continue to expect the Federal Reserve to cut interest rates twice next year. Whether the CPI data released on Thursday will support these expectations remains to be seen.

● Hyper Foundation proposes permanently destroying HYPE tokens from the Assistance Fund.

Hyper Foundation正式提议进行验证者投票，以确认Assistance Fund中的HYPE代币被视为已销毁，这将永久从流通和总供应量中移除这些代币。Assistance Fund作为L1执行的一部分，通过系统地址0xfefefefefefefefefefefefefefefefefefefefe自动将交易费转换为HYPE。该地址类似于零地址，从未拥有私钥，其中的资金在没有硬分叉的情况下无法取回。

投票"Yes"意味着验证者同意将Assistance Fund中的HYPE视为已销毁，并承诺永不授权任何可访问该地址的协议升级。投票将于12月21日04:00 UTC前在治理论坛进行，用户可在12月24日04:00 UTC前质押支持符合其观点的验证者，最终结果将基于截至该时间的质押加权共识。

● 币安钱包推出Web3 Loan链上借贷功能

据官方公告，币安钱包上线全新Web3 Loan链上借贷功能，支持用户直接在币安钱包内使用现有资产作为抵押借入加密资产，拓展链上借贷体验。该功能通过接入BNB链上的Venus协议实现多资产抵押与借款，目前支持抵押主流资产包括BTCB、ETH、USDT、USDC、FDUSD、WETH，可借入USDT、USDC、BNB。币安钱包表示，将推出基于该借贷功能的Venus独家奖励活动，用户借入符合条件资产可瓜分400,000 USDT奖励并享受优惠利率，旨在提升钱包内链上理财与借贷服务的流动性与收益潜力。

● Tether launches P2P password manager PearPass

According to official announcements, the stablecoin giant Tether has officially launched PearPass, a P2P password manager designed to eliminate the risk of users’ encrypted data being leaked through cloud services.

Tether states that traditional password management tools rely on cloud storage, and if cloud services are compromised, users’ sensitive data could be exposed. PearPass uses a decentralized architecture, storing passwords locally instead of in the cloud, thereby enhancing security and privacy. It is reported that this product will first be available in mainstream browsers, with plans to expand to mobile devices and other platforms. This initiative reflects the crypto industry’s ongoing focus on innovative security tools for users.

● BlackRock transfers 74,973 ETH and 2,257 BTC to Coinbase Prime

BlackRock has transferred 74,973 ETH and 2,257 BTC to Coinbase Prime.

● Hong Kong Securities Commission lists four new suspicious virtual asset trading platforms in recent months

The Hong Kong Securities Commission’s list of suspicious virtual asset trading platforms includes HKTWeb3, AmazingTech, 9M AI, and a Hong Kong stablecoin exchange. All four platforms are suspected of operating without proper licenses. HKTWeb3 claims to cooperate with licensed platforms, but its website is currently inaccessible. The Hong Kong stablecoin exchange falsely claims to be jointly established with the Hong Kong Stock Exchange, but in reality, it has no such connection.

● Sources close to the matter: Cryptocurrency investment firm Shima Capital is quietly closing down

According to sources familiar with the matter, Kate Irwin revealed that the cryptocurrency venture capital firm Shima Capital is currently closing its operations. Three weeks ago, the U.S. Securities and Exchange Commission (SEC) filed a lawsuit against the company and its founder, Yida Gao, accusing them of engaging in fraudulent activities to deceive investors. An email sent to the founders of the investment funds indicates that Gao has resigned from his position and closed the fund. In the email, he said, “I deeply regret my wrong decisions and apologize to everyone who was disappointed by them.”

Shima Capital was established in 2021 with a capital of $200 million. It has invested in several cryptocurrency projects, including Berachain, Monad, and Pudgy Penguins. The SEC accused Gao of exaggerating the return on investment in promotional materials, claiming that certain investments yielded returns of 90 times the actual amount, whereas the actual return was only 2.8 times. Additionally, Fortune magazine reported that Gao transferred the investment funds to an offshore entity owned by him outright, without disclosing this information to investors.

The day after the SEC filed the lawsuit, Gao agreed to pay approximately $4 million as compensation.