Delphi Digital 在 X 平台发文表示，2025 年 GameFi 行业表现低迷，融资额同比下降超过 55%。最受期待的产品发布表现不佳，市场热情低迷。Web2.5 游戏正在悄然崛起，此类游戏将区块链视为纯粹的基础设施，通常不发行代币，依靠实际收入进行竞争。Fumb Games、Mythical Games 及 Wemade/Wemix 等工作室在利用区块链技术提高利润率和增强参与度的同时，持续创造可观收入。Web3 原生游戏今年创造了六至七位数的收入，但玩家群体规模较小且充斥机器人，激励机制消失后用户流失严重。Web2.5 工作室目前可利用区块链优势而无需强迫用户投机。稳定币的普及将加速这一趋势，使小额交易、全球支付渠道及基于参与度的奖励机制更加便捷。

According to PANews, Dragonfly Managing Partner Haseeb has shared his predictions for 2026, highlighting several key developments in the cryptocurrency and fintech sectors. He forecasts that Bitcoin will surpass $150,000 by the end of the year, although its market share may decline. Fintech public chains like Tempo, Arc, and RobinhoodChain might underperform market expectations, while Ethereum and Solana are expected to exceed them, with top developers continuing to choose neutral infrastructure public chains. A major tech company, potentially Google, Facebook, or Apple, is anticipated to launch or acquire a cryptocurrency wallet in 2026. Three large Perp DEXs are projected to dominate 90% of the market, leaving other projects to compete for the remaining 10%. Equity investments are expected to grow rapidly, accounting for over 20% of total DeFi investments by the end of the year. Stablecoin supply is predicted to increase by approximately 60%, with USD stablecoins maintaining a share of over 99%. USDT's dominance is expected to slightly decrease to around 55%. The 'Clarity' Act is set to become law, though significant negotiations are anticipated. The prediction market is expected to grow rapidly, but 90% of prediction market products may become obsolete and disappear by the end of the year. Artificial intelligence applications in the crypto sector are likely to remain focused on software engineering and security, with other areas still in the prototype stage.

According to ChainCatcher, a federal court has ruled that NGS Group Limited and its affiliates, NGS Crypto and NGS Digital, operated financial services without holding an Australian Financial Services (AFS) license. As a result, they have been permanently banned from conducting related business and ordered to liquidate. Approximately 450 Australian investors invested around 59 million AUD through these companies, primarily via self-managed superannuation funds encouraged by NGS. The court has appointed professionals from McGrath Nicol as liquidators to manage the company's assets and attempt to return funds to investors. Sarah Court, Deputy Chair of the Australian Securities and Investments Commission (ASIC), stated that NGS companies blatantly disregarded Australian financial services laws, leaving investors without basic protections. The ASIC's investigation into the company and its directors is ongoing.

According to Foresight News, the U.S. Securities and Exchange Commission (SEC) has announced the upcoming retirement of Cicely LaMothe, the Deputy Director of the Division of Corporation Finance. LaMothe has been instrumental in issuing over 25 new and revised compliance and disclosure interpretations, covering topics such as rebate provisions, de-SPAC transactions, and Rule 10b5-1. She also released Staff Legal Bulletin 14M, providing insights on the applicability of Rule 14a-8, and issued seven staff statements on rapidly evolving crypto-related issues, including liquid staking, stablecoins, mining activities, meme coins, and crypto ETPs. LaMothe joined the Division of Corporation Finance in 2002 and has held several senior leadership roles, including Director of the Disclosure Review Program, Deputy Director of the Office of Assessment and Continuous Improvement, and Deputy Director of Disclosure Operations. In 2022, she was appointed as the Deputy Director of Disclosure Operations.

According to PANews, the South Korean Supreme Court has upheld a four-year prison sentence for a cryptocurrency exchange employee involved in an espionage case. The employee was found guilty of assisting North Korean hackers in recruiting a South Korean army captain to exchange military secrets for Bitcoin. The employee received $487,000 in Bitcoin from the hackers and paid the captain $33,500 in Bitcoin as compensation. The court ruled that the employee violated the National Security Act, posing a threat to national security. The involved army captain had previously been sentenced to ten years in prison and fined for breaching the Military Secrets Protection Act. Investigations revealed that North Korean hackers instructed the employee to provide the captain with a "watch-shaped hidden camera" and a USB hacking device intended for use on military laptops to remotely access the Korea-U.S. Joint Command Control System, although the attempt was unsuccessful.

Dragonfly 管理合伙人 Haseeb 于 X 发文给出了自己对 2026 年的预测，部分核心内容如下：1、BTC 年底将超过 15 万美元，但市场主导地位将会下降；2、某家大型科技公司（谷歌、Facebook、苹果等）在 2026 年将推出或收购一款加密钱包；3、三家大型 Perp DEX 将分走该赛道 90% 市场份额，其他项目只能争夺 10%；4、 股权投资迅速增长，到年底将占 DeFi 投资总额的 20% 以上；5、2026 年稳定币供应量将增加约 60%，美元稳定币占比将保持在 99% 以上，USDT 的主导地位略微下降至约 55%；6、《Clarity》法案将正式成为法律，但需要经过较大幅度的讨价还价。7、 预测市场发展迅猛，但 90%的预测市场产品将完全无人问津，并在年底前逐渐消失；8、人工智能在加密领域的主要应用场景仍然局限于软件工程和安全领域，其他方面仍处于原型阶段。

根据 msx.com 数据，美股收盘，道指收跌 0.51%，标普 500 指数跌 0.35%，纳斯达克综合指数跌 0.5%。加密板块普跌，DFDV 下跌 7.6%，ABTC 跌 4.23%，HODL 跌 3.36%。据悉，msx.com 是一个去中心化 RWA 交易平台，累计已上线数百种 RWA 代币，涵盖 AAPL、AMZN、GOOGL、META、MSFT、NFLX、NVDA 等美股及 ETF 代币标的。

Dragonfly’s Haseeb Qureshi predicts Big Tech and Fortune 100 companies will start building in crypto in 2026, but that corporate L1s will fail to challenge Ethereum and Solana. source: https://cointelegraph.com/news/tech-giants-google-apple-meta-launch-crypto-wallet-2026?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

According to BlockBeats, Cantor Fitzgerald analyst Brett Knoblauch has forecasted that Bitcoin may be entering the early stages of a 'crypto winter,' reflecting its historical four-year cycle pattern. He suggests that Bitcoin's price could remain under pressure for several months and might even test Strategy Company's average cost price of around $75,000. Unlike previous downturns, this adjustment may not be characterized by large-scale liquidations or systemic collapses. Knoblauch notes that the current market landscape is being shaped by institutional participants rather than retail traders. He highlights a growing gap between token price performance and 'underlying real progress,' particularly in areas such as decentralized finance (DeFi), asset tokenization, and crypto infrastructure.

Maxine Waters pressures SEC's Paul Atkins after crypto case terminations, highlighting administrative oversight concerns. source: https://coincu.com/news/waters-sec-crypto-case-explanation/

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如果要用一句话总结2025年的加密市场，那就是："再这么下去，真的没人炒币了。

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同一个加密世界，正在分化出不同城市、不同居民、不同生活方式。

当监管不再试图消灭加密，而是选择吸收它，意味着一个时代已经结束。

稳定币的发展现状、运作机制、潜在收益与风险，以及不断演进的国际监管框架。

摩根大通最近几个月冻结了至少两家快速增长的稳定币初创公司使用的账户，这凸显了加密货币交易对银行构成的风险，银行必须了解与其开展业务的客户及其资金来源。

治理,加密市场,底层算法与社会稳健性：关于原则演化及其博弈逻辑的圣诞反思 金色财经,技术只是杠杆，它既能放大福利，也能放大破坏。

近期比特币开发者社区就Cat BIP提案展开热烈讨论，讨论的核心并非关于NFT或垃圾交易，而是探讨共识层应允许作出何种性质的判定。

日本正在推进对其加密货币税收框架的重大改革，根据其 2026 年税制改革计划，建议对数字资产利润统一征收 20% 的税。虽然这标志着现行 55% 的税率大幅降低，但新政策目前只适用于有限的 "特定 "加密资产，这让许多人不禁要问这意味着什么。