早报 | 美CFTC启动“数字资产试点”，Robinhood推出以太坊和Solana质押服务

美国SEC结束对Ondo长达两年的调查

行情动态

昨日市场动态

● 特朗普获评2025年最具影响力人物，重塑加密格局

美国总统特朗普被评为2025年最具影响力人物，今年对加密货币政治格局的影响最大。特朗普政府从怀疑转向公开支持，将数字资产推向美国经济战略中心。这一转变带来了监管动力、机构信心以及关于加密货币在美国未来角色的讨论。

● 美CFTC启动“数字资产试点”，允许比特币、ETH和USDC作为衍生品市场抵押品

据Theblock报道，美国商品期货交易委员会(CFTC)代理主席Caroline Pham宣布启动"数字资产试点项目"，允许特定加密货币在衍生品市场中用作抵押品。

该试点项目初期将仅限于比特币、ETH和稳定币USDC。Pham表示，拥抱负责任的创新确保美国市场成为世界领导者，推动释放美国经济增长。参与加密抵押品项目的期货佣金商(FCM)需要每周报告客户账户中持有的数字资产总额，包括期货和清算掉期等，并报告任何影响数字资产抵押品的重大运营或系统问题。

● Bittensor将于12月14日迎来首次减半，TAO代币日发行量将减半至3600枚

According to Cointelegraph, the decentralized machine learning network Bittensor will experience its first token halving on December 14th. At that time, the daily issuance of its native token TAO will be reduced from the current 7,200 units to 3,600 units per day.

Bittensor is a decentralized open-source machine learning network built around specialized “subnets”. It uses an incentive mechanism to create markets for AI services. William Ogden Moore, an analyst at Grayscale Research, described this event as “a key milestone in the network’s maturation.” This is because Bittensor aims to reach a maximum supply of 21 million tokens, using a fixed supply model similar to Bitcoin.

● BlackRock transferred $78.3 million in Ethereum to Coinbase

BlackRock transferred 24,791 Ethereum units to Coinbase Prime, worth approximately $78.3 million.

● Robinhood launches Ethereum and Solana staking services, expanding its cryptocurrency offerings

Robinhood is expanding its cryptocurrency business. According to the company, starting Tuesday, the trading app will offer staking services for Ethereum and Solana in New York, with plans to expand these services across the United States. Robinhood also announced its entry into the global cryptocurrency market. In Europe, it plans to introduce perpetual futures contracts for various cryptocurrencies. It has also entered the Indonesian market, having agreed to acquire a brokerage firm and cryptocurrency platform there.

● Robinhood plans to launch stablecoin contracts and reduce fees

Robinhood announced on Monday that it plans to attract more high-level, high-volume cryptocurrency traders from the United States and the European Union by introducing new features such as lower fees and increased leverage for bitcoin futures. In a statement, the company said that it has expanded the available fee levels in the United States from three to seven, offering “fees as low as 0.03% for users with high trading volumes.” In the European Union, users who wish to trade perpetual futures can now trade new pairs involving XRP, DOGE, SOL, and SUI. Eligible customers can use up to 7 times leverage during transactions.

● Gold reached a record high, breaking through $2800 per ounce

Jefferies analysts noted in their outlook report for 2026 that the dollar’s dominance among global foreign exchange reserves may be declining, partly due to U.S. President Trump’s policies of imposing tariffs on trade partners. The report stated that the recent trade war has damaged the dollar’s status as a major reserve currency. Although the dollar will continue to play a central role in the short term, there is a potential for a slow but continuous trend towards de-dollarization. As geopolitical tensions and trade disputes intensify, central banks and investors may begin to question the risks of concentrating all their reserves in the dollar and seek diversification by investing in other assets. Jefferies believes that gold will be one of the main beneficiaries of this de-dollarization process.

● The U.S. SEC concluded its two-year investigation into Ondo

美国证券交易委员会(SEC)已结束对代币化公司Ondo Finance的两年调查，未建议提出任何指控。该调查始于2023年10月，主要审查Ondo在代币化美国国债产品时是否遵守美国证券法，以及ONDO代币是否应被归类为证券。Ondo发言人表示，公司于11月底收到正式通知，确认调查已结束。这标志着拜登时代对数字资产公司的监管行动又一次被推翻。自亲加密货币的SEC主席Paul Atkins上任以来，该机构已关闭大多数加密相关调查，并撤销了针对Coinbase、Ripple和Kraken等公司的多起高调案件。

● 德意志银行预测美联储将降息25个基点并释放暂停信号

德意志银行分析师报告称，美联储可能在周三宣布2025年的第三次也是最后一次25个基点降息，预计该利率决定不会获得一致通过。分析师预计，美联储主席鲍威尔将强调2026年初进一步降息的门槛很高，并释放短期暂停降息的信号。

● 比特币ETF吸金3.52亿美元，XRP基金热度不减

比特币ETF录得3.52亿美元资金流入延续反弹势头，同时XRP基金保持热度。

● 币安：确认存在员工利用内幕信息违规获利，已对其停职并将追寻法律责任

Binance officials announced that its internal audit department has received reports indicating that one of the employees used insider information to post misleading messages on official social media platforms, thereby profiting from it. After preliminary investigation, it was confirmed that this employee was involved in trading tokens issued on the blockchain at 13:29 on December 7th. Less than a minute later, he posted related text and images. This behavior violated Binance’s policies and professional ethics, and constituted an act of abuse of power. The employee has been suspended immediately, and further disciplinary actions will be taken. Additionally, Binance has contacted the relevant authorities in the employee’s jurisdiction and will cooperate fully with them to take appropriate legal action according to applicable laws. Binance has also verified the valid reports submitted through its official reporting channels. A total reward of $100,000 will be distributed among the five individuals who provided valid reports.

● A Pakistani minister suggested including Bitcoin as part of the country’s reserves

The Pakistani minister stated that Pakistan should purchase Bitcoin as part of its national reserves.

● Metaplanet plans to issue a new class of stocks, similar to Strategy’s $STRC

According to Bitcoin Magazine, Japanese company Metaplanet has announced that it will issue a new class of stocks called $STRC, similar to Strategy’s stock, specifically for purchasing more Bitcoin.

● UAE officials consider Bitcoin to be a key pillar of the financial future and are purchasing Bitcoin as reserves

UAE government officials said that Bitcoin is a crucial asset for the future of finance, and the country is purchasing Bitcoin as reserve assets.

● Strategy has increased its holdings of Bitcoin by 10,624 units, bringing its total holdings to 660,624 units

According to the official announcement, Strategy Company has announced that it has purchased 10,624 bitcoins for approximately $967.27 million per coin, or around $90,615 per unit. As of December 7, 2025, the company now holds a total of 660,624 bitcoins, with a cumulative investment of approximately $49.35 billion. The average cost per coin was $74,696. Additionally, Phong Le, CEO of Strategy, stated that the company intends to hold its bitcoins until at least 2065, adhering to a long-term accumulation strategy. Despite the rise in spot ETFs, MSTR shares continue to serve as a key intermediary tool for BTC transactions.

Furthermore, BlackRock has submitted a proposal for an Ethereum Staked Trust ETF to the US SEC. This would become its fourth crypto-related ETF product. BlackRock has previously applied for spot Bitcoin, spot Ethereum, and “Bitcoin Income” ETFs.

● BlackRock has submitted a proposal for an Ethereum Staked Trust ETF to the US SEC. This would be its fourth crypto-related ETF product. BlackRock has already applied for spot Bitcoin, spot Ethereum, and “Bitcoin Income” ETFs.

● HASHKEY has revealed details about its IPO: It plans to raise up to HK$1.67 billion, with expected listing on December 17. According to reports from the Hong Kong Economic Daily, HASHKEY HLDGS (New Listing Number: 03887) is conducting fundraising efforts from September 9 to 12. HASHKEY, a licensed virtual asset exchange in Hong Kong, plans to issue 240 million shares, with 10% of them being offered publicly in Hong Kong. The offering price range is between HK$5.95 and HK$6.95 per share. The total amount raised could reach HK$1.67 billion. There will be a minimum purchase quantity of 400 shares per order, with a purchase cost of HK$2,808 per share. HASHKEY is expected to be listed on December 17. Moshed, Guotai Haotong, and Guotai Junan International are the joint sponsors of this IPO.

As of October 31, HASHKEY has approximately HK$1.48 billion in cash and cash equivalents, along with digital assets worth HK$570 million. Of these digital assets, mainstream tokens account for 89%, including ETH, BTC, USDC, USDT, and SOL. As of the end of September, the total assets of the platform exceeded HK$19.9 billion, of which 3.1% is stored in hot wallets, and 96.9% in cold wallets. The platform’s trading volume amounts to HK$1.3 trillion. Its main business involves transaction facilitation services, accounting for nearly 70% of its revenue. Over the past three years, HASHKEY has incurred losses of HK$590 million, HK$580 million, and HK$1.19 billion, respectively. In the first six months of this year, HASHKEY reported a loss of HK$510 million for shareholders holding shares in the company. This represents a 34.8% decrease compared to previous years. Meanwhile, revenue decreased by 26.1% to HK$280 million.

In terms of equity ownership, HASHKEY investors include Lu Weiding, chairman of the Wanxiang Group, who holds 43.2% of the shares and has the right to exercise 22.9% of the voting rights under the employee stock ownership plan. Xiao Feng, the founder of HASHKEY, holds 16.3% of the shares, while other investors hold 17.6% of the shares. HASHKEY has attracted nine cornerstone investors from UBS AM Singapore, Fidelity Investments, CDH, Xinting Fund, Infini, Zhiyuan Holdings (00990), Litong, Space Z PTE.LTD., and Shining Light Grace Limited, with a total investment of $75 million (approximately HK$590 million).

As for the use of net proceeds:

40%: Technology and infrastructure development

40%: Market expansion and partnerships with ecosystem partners

10%: Operations and risk management

10%: Working capital and general corporate purposes