据 Lookonchain 监测，某鲸鱼 30 分钟前买入 5104 枚 ETH，价值 1609 万美元，自 12 月 3 日以来该鲸鱼已购买了 51,374 枚 ETH (1.5976 亿美元)，平均价格为 3,110 美元。

贵金属行情显示，现货黄金转跌，最低至 4315.28 美元/盎司。(金十)

According to BlockBeats, JPMorgan's '2026 Outlook' report indicates a rapidly emerging competition between the U.S. dollar and digital assets. The cryptocurrency market capitalization has now surpassed $4 trillion, doubling from $2 trillion at the beginning of 2024. Investors are increasingly seeking a more favorable regulatory environment for cryptocurrencies, particularly in the United States. Stablecoins are gaining significant traction in the financial services industry. Despite their rapid transaction growth, only about $70 billion in payments appear to be genuinely processed through stablecoin systems. Overall, digital assets are gaining popularity, driven in part by the exploration of alternatives to the dollar.

据 Lookonchain 监测，1 月 2 日美国比特币 ETF 净流出 2061 枚 BTC，7 日净流出 2746 枚 BTC；以太坊 ETF 净流入 12930 枚 ETH，7 日净流出 12629 枚 ETH，Solana ETF 净流入 30799 枚 SOL，7 日净流入 96181 枚 SOL。

The Korea Exchange intends to introduce new investment products. source: https://www.cryptopolitan.com/krx-prepares-crypto-etfs/

Hundreds of crypto wallets across EVM chains get drained of funds. source: https://www.thestreet.com/crypto/markets/massive-exploit-shocks-traders-in-new-year

富达、a16z、BlackRock 等 14 家行业巨头对 2026 年加密市场做出预测：1、BlackRock 在 2026 年全球市场年度展望中表示，随着稳定币采用率上涨，新兴市场使用本国货币的比例可能下降，稳定币将挑战政府对国内货币的控制。2、Coinbase 投资研究主管 David Duong 表示，由于全球对数字监控的意识增强，隐私代币需求将大幅上涨，Ethereum 的隐私倡议以及 Zcash、Monero 等代币受到关注。3、富达表示，2026 年将有更多国家购买比特币，巴西和吉尔吉斯斯坦已通过立法允许将比特币纳入国家储备。4、Strategy 首席执行官 Phong Le 同样预测 2026 年国家对比特币的采用将会增加。5、JPMorgan 在市场展望中称，尽管市场价值较 2025 年的 4 万亿美元有所下降，但受益于美国更宽松的监管，加密行业在 2026 年仍处于有利地位。稳定币正成为一种独立力量，数字资产因作为美元替代品的搜索量增加而受到青睐。6、a16z 预测，2026 年 AI 代理将彻底改变互联网支付和银行业务，实现无需发票或对账的即时许可支付。A16z 还认为隐私将成为加密领域最重要的护城河。7、DefiLlama 在联合报告中表示，监管透明度已将稳定币推向主流。2026 年其他司法管辖区将效仿美国 Genius Act 和欧盟 MiCA 政策，加速非美元稳定币的出现。8、Galaxy Digital 预测比特币价格将在 2027 年底达到 25 万美元，稳定币的交易量将超过 ACH 银行交易系统，隐私相关代币的市值将在 2026 年底突破 1000 亿美元。9、VanEck 数字资产研究主管 Matthew Sigel 预测，2026 年数字资产将进入巩固期而非大涨或崩盘，比特币的四年周期保持不变，建议客户将其投资组合的 1%至 3%配置于顶级加密资产。10、Pantera Capital 首席法律官 Katrina Paglia 表示，美国加密政策将从不确定转向执行，特朗普政府下的监管重启明确了行业方向。Genius Act 为支付型稳定币建立了许可和监管体系。11、OKX Ventures 联创 Jeff Ren 表示，2026 年将有更多资产实现链上化，包括黄金、股票、知识产权甚至 GPU，旨在以直观的格式封装风险供用户对冲。12、Silicon Valley Bank 分析师 Anthony Vassallo 和 Josh Pherigo 认为，风险投资家将在 2026 年向成熟公司的机构级加密产品投入更多资金，企业采用加密技术正加速市场信心。13、21Shares 预测，2026 年加密现货 ETF 的资产管理规模将超过 4000 亿美元，这些工具已成为战略配置工具。14、TRM Labs 报告指出，加密行业将进入更成熟、受严格监管的阶段。各国政府将区块链网络视为国家安全问题，合规的机构化市场与离岸市场之间的分化将更加明显。（DL News）

Crypto regulations are changing around the world in 2026, as several jurisdictions adopt crypto and stablecoin policy frameworks. source: https://cointelegraph.com/news/what-users-know-buying-crypto-2026?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

Is Solana's whale accumulation backed by real value? source: https://ambcrypto.com/solana-whales-get-busy-but-is-this-manipulation-or-commitment/

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Iran’s Ministry of Defence Export Center (Mindex) has signaled its readiness to accept cryptocurrency payments for arms exports, including ballistic missiles, warships, and other advanced military hardware — a move analysts say could further undermine Western sanctions aimed at restricting Tehran’s military and financial networks.

OpenAI is combining teams to focus on audio AI and plans to launch a screenless device in about a year. The new model will sound more natural, handle conversations like a human, and reflects a wider industry shift toward voice-first technology.

Trump Media and Technology Group is preparing to distribute a new cryptocurrency to its shareholders, a move that highlights how deeply digital assets have become intertwined with U.S. politics.

The meme token BROCCOLI (714) suddenly spiked from $0.018 to $0.16 on Binance before crashing, likely due to unusual trading activity in its low-liquidity market. A trader named Vida spotted the anomaly, timed his trades around the sudden price moves, and made around $1 million in profit.

金色（深圳）信息服务有限公司 - 专业软件开发、人工智能应用、网络安全解决方案提供商

金色（深圳）信息服务有限公司 - 专业软件开发、人工智能应用、网络安全解决方案提供商

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Reserve Bank of India (RBI) has called on governments worldwide to prioritize central bank digital currencies (CBDCs) over privately issued stablecoins, arguing that CBDCs can deliver the same financial benefits as stablecoins — including speed, efficiency, and programmability — without destabalising the whole financial structure of the country.