BNB Chain 开发者团队发布说明称，BAP（BNB Application Proposals）的目标在于让应用层更加一致、具备更强互操作性，并降低开发门槛。通过共享标准，生态可实现更快的开发速度、更简洁的集成方式、更好的开发者体验，并减少一次性实现。官方介绍，BAP 可覆盖现有代币标准扩展、身份与钱包规范、链外数据约定、dApp/代理/协议接口，以及 BNB Chain 智能合约最佳实践。BAP 将遵循 BEP-1 所定义的流程，包括创意讨论、草案提交、社区与编辑评审，最终被采纳为官方标准。

比特币财库公司Matador Technologies宣布已与ATB Cormark Capital Markets签署股权分配协议，计划通过发行普通股募资3000万美元，旨在支持其战略性比特币积累，目标是在2026年底前持有1000枚比特币，据悉相关普通股将由公司不时通过代理人向公众出售，按公司酌情权决定，按出售时的市场价格出售，所有交易均遵循股权分配协议的条款和条件。 （Accessnewswire）

A recent survey indicates a shift in capital priorities among senior crypto investors and executives, moving away from decentralized finance (DeFi) towards core infrastructure. According to Cointelegraph, this change is driven by liquidity constraints and market plumbing challenges. The survey, conducted by the digital asset conference CfC St. Moritz, gathered insights from 242 attendees, including institutional investors, founders, C-suite executives, regulators, and family office representatives. The survey revealed that 85% of respondents prioritized infrastructure funding over DeFi, compliance, cybersecurity, and user experience. Despite positive expectations for revenue growth and innovation, liquidity shortages were identified as the industry's most pressing risk. This suggests that while investor interest persists, capital deployment is becoming more selective. Respondents highlighted market depth and settlement capacity as significant barriers preventing larger institutional capital from entering crypto markets. Approximately 84% of participants viewed the macroeconomic environment as favorable for crypto growth, yet many noted that existing market infrastructure is inadequate for large-scale capitalization. The survey also indicated a shift in innovation expectations, with a majority anticipating accelerated innovation by 2026. However, fewer respondents expect a sharp increase compared to the previous year, reflecting a move from speculative expectations to execution-focused development. This trend aligns with the industry's broader focus on custody, clearing, stablecoin infrastructure, and tokenization frameworks, rather than consumer-facing applications. Additionally, the survey highlighted an improvement in perceptions of the U.S. regulatory environment, ranking it as the second-most favorable jurisdiction for digital assets, following the United Arab Emirates. CfC St. Moritz attributed this shift to stablecoin legislation and clearer rules for banks and regulated market participants. Meanwhile, expectations for crypto initial public offerings have cooled after a record year in 2025. While most respondents still anticipate continued listings, fewer expressed high confidence, citing valuation resets and liquidity constraints.

ProShares has unveiled KRYP, marking the debut of the first U.S. ETF that follows the CoinDesk 20 index. According to NS3.AI, this ETF offers investors access to the 20 largest and most liquid cryptocurrencies. The CoinDesk 20 index is weighted by market capitalization, undergoes quarterly rebalancing, and mitigates concentration risks by capping exposure to individual coins. ProShares' initiative aims to provide a streamlined and diversified approach to cryptocurrency investing, responding to the increasing demand for multi-asset exposure.

U.S. Senate Banking Committee Chair Scott expressed confidence that Walsh will be confirmed for the nomination. According to Jin10, Scott anticipates that Republican Senator Tillis will ultimately vote in favor of confirming the nomination. Additionally, Scott stated that he does not believe Powell has committed any wrongdoing.

据 Gate 数据，现货白银日内暴涨 7.00%，现报 91.18 美元/盎司。

Senior decision-makers flagged liquidity constraints and market depth as key barriers to institutional crypto adoption in 2026. source: https://cointelegraph.com/news/crypto-investors-prioritize-infrastructure-over-defi-survey-finds?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

美国财政部公布季度再融资声明，将把季度再融资规模维持在 1250 亿美元，这一水平自 2024 年 5 月以来一直未变。美国财政部将拍卖 420 亿美元十年期国债、580 亿美元三年期国债、250 亿美元 30 年期国债。(金十)

ProShares 宣布上市 KRYP，美国首只追踪 CoinDesk 20 指数 的 ETF，为投资者提供一站式接触最大、流动性最好的 20 种加密资产的机会。CoinDesk 20 指数采用市值加权、季度再平衡机制，同时设定集中度上限，以实现多元化敞口并限制单一币种集中风险。该指数从市值前 250 名数字资产中筛选，排除稳定币、梗币、隐私币及各类衍生或挂钩资产。ProShares CEO Michael Sapir 表示：“随着加密市场日趋成熟，投资者越来越关注多资产敞口。KRYP 让投资者仅通过一个代码即可获取整个市场的广泛接触。”ProShares 已在美国提供 13 只加密相关 ETF 及其他共同基金产品，本次推出进一步丰富了其加密资产投资工具套件。（CoinDesk）

美国衍生品交易所 Bitnomial 宣布推出美国首个针对 Tezos 原生代币 XTZ 的合规期货产品，标志着该代币正式进入美国受监管衍生品市场体系，目前 XTZ 标准期货 已向机构投资者开放交易，并计划推出 XTZ 永续期货与期权产品，散户可通过其 Botanical 零售交易平台参与相关交易。（The Block）

在Base链上，一个名为OpenClaw的AI智能体原生生态正在快速成形。

RWA，尤其是稳定币，正是当这些假设最终受到挑战时所产生的结果。同样的资产。同样的法律。同样的风险。

十年前一笔充满争议的风险投资，正在演变为硅谷历史上最赚钱的押注之一。

A16Z,AI Agent,硅谷造神简史：Moltbook、赛博海市蜃楼、叙事工业化 金色财经,在这个时代，资本负责造神，而民众负责买单。

酝酿三年的香港《稳定币条例》正式生效，全球最大稳定币 USDT 一夜之间从香港市场 “蒸发”。

硅谷又变天了！一夜之间，上万人卖身AI，为「天网」去打工。

当「通道」的代价，从来不是钱，而是时间、信用、关系与尊严。

italik 似乎已经放弃了他之前所倡导的“以 Rollup 为中心的”扩容模型。

短期内，比特币价格极有可能反弹至 8 万美元以上，因为最近的抛售潮造成了芝加哥商品交易所 (CME) 期货史上最大的价格缺口之一。

Binance has converted part of its $1 billion SAFU reserve from stablecoins into Bitcoin, buying an additional 1,315 BTC and bringing the fund’s total to 2,630 BTC. The move comes amid market volatility and insolvency rumours, but Binance says the transfers will not affect Bitcoin’s price.