英国金融行为监管局（FCA）已就一系列针对加密货币行业的拟议规则展开咨询。此前，英国政府曾宣布将从 2027 年 10 月起对该行业实施监管。FCA 同时发布的一项研究报告显示，过去一年持有加密货币的英国成年人比例从 12%降至 8%。FCA 的提案涵盖加密资产上市、内幕交易和市场操纵、交易平台标准及经纪商规则。此外，咨询内容还包括审慎要求、加密货币质押风险监管、加密货币借贷保护以及加密公司的风险管理措施。该提案的意见征求截止日期为 2026 年 2 月 12 日，FCA 计划于明年年底前最终确定监管制度。（路透社）

ارتفعت أسعار الذهب بشكل طفيف يوم الثلاثاء. وفي المقابل، جاء الدعم من تراجع الدولار الأميركي. وفي الوقت نفسه، يترقب المستثمرون صدور بيانات الوظائف الأميركية قبل نهاية العام. ومن ناحية أخرى، صعد الذهب الفوري بنسبة 0 source: https://www.twsiat.com/%d8%a7%d8%b1%d8%aa%d9%81%d8%b9%d8%aa-%d8%a3%d8%b3%d8%b9%d8%a7%d8%b1-%d8%a7%d9%84%d8%b0%d9%87%d8%a8-%d8%a8%d8%b4%d9%83%d9%84-%d8%b7%d9%81%d9%8a%d9%81-2/

Matrixport 发布最新图表分析指出，稳定币供应仍在扩张，但近 12 个月的滚动增速已于 10 月下旬见顶回落，USDT 与 USDC 的同比增速均出现明显降温。这一变化表明，流入加密市场的新增流动性正在同步放缓。Matrixport 认为，结合近期市场回调走势，美联储政策预期转向更为审慎，是流动性边际走弱的重要触发因素之一。报告强调，即便稳定币绝对规模仍在增长，整体加密市场的流动性环境也可能弱于此前预期，从而对风险资产形成约束。

الملخص: إصدار حي (Live Issuance): أصدر بنك الدوحة سنداً رقمياً بقيمة 150 مليون دولار باستخدام تقنية السجل الموزع (DLT) الخاصة بـ يوروكلير (Euroclear). تسوية فورية: حققت العملية تسوية في نفس اليوم (T+0)، مما يثبت جاهزية “ترميز الأصول” (Tokenization) لأسواق رأس المال الخاضعة للرقابة. تحول إقليمي: يكتسب تحول منطقة الخليج نحو التمويل الرقمي زخماً مع تنفيذ … source: https://btcacademy.online/%d8%a8%d9%86%d9%83-%d8%a7%d9%84%d8%af%d9%88%d8%ad%d8%a9-%d9%8a%d8%aa%d8%ae%d8%b0-%d8%ae%d8%b7%d9%88%d8%a9-%d8%a7%d8%b3%d8%aa%d8%b1%d8%a7%d8%aa%d9%8a%d8%ac%d9%8a%d8%a9-%d9%81%d9%8a-%d8%b9%d8%a7%d9%84/?utm_source=rss&utm_medium=rss&utm_campaign=%25d8%25a8%25d9%2586%25d9%2583-%25d8%25a7%25d9%2584%25d8%25af%25d9%2588%25d8%25ad%25d8%25a9-%25d9%258a%25d8%25aa%25d8%25ae%25d8%25b0-%25d8%25ae%25d8%25b7%25d9%2588%25d8%25a9-%25d8%25a7%25d8%25b3%25d8%25aa%25d8%25b1%25d8%25a7%25d8%25aa%25d9%258a%25d8%25ac%25d9%258a%25d8%25a9-%25d9%2581%25d9%258a-%25d8%25b9%25d8%25a7%25d9%2584

预测市场中押注 凯文·沃什成为下任美联储主席的概率已升至首位。Deutsche Bank 研报指出，若 Warsh 当选，其可能支持降息与缩减资产负债表（QT）并行，但前提是监管改革能够降低银行体系对储备金的需求。Warsh 认为“通胀是一种选择”，根源在于美联储的政策决策，而非供应链或地缘政治。他呼吁美联储回归维持价格稳定的核心使命，并看好 AI 和去监管化带来的生产力爆发。Warsh 曾于 2006 年至 2011 年担任美联储理事，长期批评量化宽松政策。他目前是 Duquesne 家族办公室合伙人、Hoover Institution 访问学者及 Stanford 商学院讲师。（华尔街见闻）

ملخص تحليل اليورو دولار اليوم الاتجاه العام: داخل تصحيح فنى صاعد. نقاط الدعم لليورو دولار اليوم: 1. 1710 – 1. 1660 – 1 source: https://www.tradersup.com/%d8%aa%d8%ad%d9%84%d9%8a%d9%84%d8%a7%d8%aa-%d9%81%d9%86%d9%8a%d8%a9/%d8%aa%d8%ad%d9%84%d9%8a%d9%84-%d9%81%d9%86%d9%8a-%d8%a7%d9%84%d9%8a%d9%88%d8%b1%d9%88-%d8%af%d9%88%d9%84%d8%a7%d8%b1-eur-usd/%d8%a7%d9%84%d8%ab%d9%8a%d8%b1%d8%a7%d9%86-%d9%8a%d8%aa%d8%b1%d9%82%d8%a8%d9%88%d9%86-%d9%83%d8%b3%d8%b1-%d9%82%d9%85%d8%a9-%d8%a7%d9%84-1-18-%d9%88%d8%ac%d9%84%d8%b3%d8%a9-%d8%a7%d9%84%d9%8a%d9%88/150288

According to BlockBeats, the probability of Christopher Walsh becoming the next Federal Reserve Chair has surpassed that of Kevin Hassett, as predicted by market trends. This shift comes as U.S. President Donald Trump's allies advocate for Walsh's appointment. A recent report by Deutsche Bank's Matthew Luzzetti team suggests that if Walsh is appointed, he may support interest rate cuts while also advancing balance sheet reduction (QT). However, the feasibility of these actions depends on regulatory reforms that could reduce the banking system's reliance on reserves, a prospect that remains uncertain in the short term. Walsh, a prominent candidate to succeed Jerome Powell, has previously argued that inflation is a choice, attributing it not to supply chain or geopolitical factors but to the Federal Reserve's policy decisions. He has called for the Fed and the Treasury to focus on their respective roles in managing interest rates and fiscal accounts, emphasizing the need for the Fed to reform and return to its core mission of maintaining price stability. Despite his policy criticisms, Walsh is optimistic about the U.S. economic outlook, believing that AI and deregulation could lead to a productivity boom similar to that of the 1980s. Walsh, a lawyer by training, served as a Federal Reserve governor from 2006 to 2011, playing a crucial communication role during the global financial crisis. He has been a long-time critic of the Fed's aggressive balance sheet expansion over the past 15 years, arguing that quantitative easing deviates from the central bank's core functions. Currently, Walsh is a partner at the Duquesne Family Office and serves as a distinguished visiting fellow at the Hoover Institution and a lecturer at Stanford Business School. His extensive background across academia, regulation, and investment gives him significant influence in monetary policy and financial markets.

أغلقت الأسواق الأوروبية على ارتفاع في نهاية الجلسة. وفي المقابل، جاء الأداء الإيجابي مع بداية أسبوع مزدحم للبنوك المركزية في أوروبا. ومن ناحية أخرى، أنهى مؤشر ستوكس 600 الأوروبي الجلسة مرتفعًا بنحو 0. 8% source: https://www.twsiat.com/%d8%a3%d8%ba%d9%84%d9%82%d8%aa-%d8%a7%d9%84%d8%a3%d8%b3%d9%88%d8%a7%d9%82-%d8%a7%d9%84%d8%a3%d9%88%d8%b1%d9%88%d8%a8%d9%8a%d8%a9-%d8%b9%d9%84%d9%89-%d8%a7%d8%b1%d8%aa%d9%81%d8%a7%d8%b9-2/

Ripple's Reece Merrick has revealed the company's strategy behind the Ripple USD (RLUSD) stablecoin. source: https://u.today/ripple-exec-reveals-ambitious-plans-for-rlusd

"By Christmas, Ethereum is more likely to challenge the upside than suffer a deep collapse," ChatGPT stated. source: https://cryptopotato.com/4k-rally-or-2k-crash-4-ais-speculate-what-is-more-likely-for-eth-by-christmas/

2026年即将到来，ETH价格与基本面的关系比自NFT狂热以来的任何时候都更为清晰。通过MVRV指标及其在代币化资产中的主导地位来看，ETH似乎为配置者提供了一个长期投资标的。

最近吵的比较凶的Aave DAO vs Aave Labs，协议层和产品层的治理权力争议，背后是全行业的治理困境。梳理了一下这个问题。到底谁是Aave的主人？

Soulja Boy apologised for promoting numerous crypto and NFT projects that later failed or were scams. Critics and analysts remain concerned as he appears to be involved with new high-risk tokens on the Base platform.

过去推动四年周期的因素——比特币减半、利率周期以及加密货币杠杆驱动的繁荣与萧条——已经明显弱于以往的周期

Grayscale：加密资产类别正处于持续牛市之中，2026年将标志着四年周期的结束。比特币价格可能在2026年上半年超过此前最高点。

Bitcoin’s network just suffered a sudden shock, experiencing a sharp 10% drop in Bitcoin hashrate within 24 hours. But more surprisingly, experts are pointing their fingers at China, claiming it was China who has caused the sudden dip.

MoonPay has launched a new shopping app for Solana Mobile’s Seeker phone, letting users browse stores and pay with crypto directly on the device. The app features curated merchants, rewards for purchases, and aims to make spending digital assets simple and secure.

对于交易所/协议来说，如果清算机制的目的是为了保证公平，那么ADL就是为了保命。

美国SEC主席Paul S. Atkins在加密货币工作组金融监控和隐私圆桌会议上表示，围绕区块链隐私与监管边界的讨论正成为监管核心议题。

AI泡沫已经成为支撑美国宏观经济的唯一支柱，本质上是富人资产负债表上的最后一道防线。