Bybit 私人财富管理 (PWM) 发布 11 月成绩单，总体稳步兑现投资回报，其中 USDT 基金在低迷的大市下最高实现接近 30%的 APR，续航 47 个月正收益，让用户无惧加密市场震荡。目前 Bybit 私人财富管理不仅可以在 Bybit 直接申购，更支持场外托管方案。

BitcoinTreasuries.NET 在 X 平台发文表示，比特币矿企 Bitdeer Technologies (BTDR) 已出售 148.5 枚 BTC，目前总共持有 1992.6 枚 BTC。

据外媒分析报道，美联储已于 12 月 1 日正式结束缩表，银行储备下降到历史上与融资紧张相关的水平，担保隔夜融资利率（SOFR）也周期性地测试了政策利率走廊的上限。美国银行系统逐渐进入流动性紧张的境地。在此背景下 FOMC 发出的最重要信号可能并非 25 个基点的降息，而是其资产负债表战略的方向。美联储预计将明确或通过其实施说明稿，概述其打算如何过渡到储备管理购买计划（RMP）。据 Evercore ISI 预计，该计划最早可能于 2026 年 1 月开始，每月将投入约 350 亿美元用于购买国库券，使得资产负债表年度增长超过 4000 亿美元。

According to ChainCatcher, Chris Turner from ING has indicated in a report that the U.S. dollar could strengthen if the October JOLTs job openings data, set to be released tonight, surpasses expectations. The market currently anticipates a rate cut from the Federal Reserve this week, though there is caution regarding further rate reductions. Turner highlighted that the market's pricing for additional easing by the Federal Reserve remains fragile, suggesting limited downside for the dollar ahead of the Fed meeting. Should Tuesday's data reveal any positive surprises, the dollar index (DXY) might rise to 99.3.

According to BlockBeats, the Federal Reserve officially concluded its balance sheet reduction on December 1, as reported by foreign media. This move has led to a decline in bank reserves to levels historically associated with financial strain, with the Secured Overnight Financing Rate (SOFR) periodically testing the upper limit of the policy rate corridor. The U.S. banking system is gradually facing liquidity challenges. In this context, the most significant signal from the Federal Open Market Committee (FOMC) may not be a 25 basis point rate cut, but rather the direction of its balance sheet strategy. The Federal Reserve is expected to clarify, either explicitly or through its implementation notes, how it plans to transition to the Reserve Management Purchase (RMP) program. According to Evercore ISI, this program could begin as early as January 2026, with approximately $35 billion allocated monthly for Treasury purchases, potentially increasing the balance sheet by over $400 billion annually.

The SEC ended its two-year investigation into Ondo Finance without recommending charges. source: https://coinpaprika.com/news/sec-closes-ondo-finance-probe-charges-two-years

The current correction of approximately -32% remains the mildest among Bitcoin's bear cycles: with approximately 88% of coins still in unrealized profit, and only about 12% of supply at a loss. source: https://axeladlerjr.com/bitcoin-has-passed-halfway-through-the-bear-cycle-correction/

Jupiter,SOLANA,引发Solana“内战”？Kamino和Jupiter到底在争什么 金色财经,Kamino和Jupiter的争端

كما هو ملاحظ فى أسواق العملات الفوركس. يتداول زوج الجنيه الإسترليني/الين الياباني GBP/JPY ضمن نمط قناة صاعدة قوية، وفى بداية التداولات لهذا الاسبوع تراجع زوج العملات الى مستوى الدعم 206. 58 ثم عاود وسط أنهيار سعر الين اليابانى فى الاسواق لاعلى حول مستوى المقاومة 208 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%d8%ac%d9%86%d9%8a%d9%87-%d8%a7%d9%84%d8%a5%d8%b3%d8%aa%d8%b1%d9%84%d9%8a%d9%86%d9%8a-%d8%a7%d9%84%d9%8a%d9%86-%d8%a7%d9%84%d9%8a%d8%a7/%d9%8a%d9%86-%d9%8a%d8%a7%d8%a8%d8%a7%d9%86%d9%89-gbp-jpy-%d8%a7%d9%84%d8%b5%d8%b9%d9%88%d8%af%d9%89-%d9%8a%d8%b2%d8%af%d8%a7%d8%af-%d9%82%d9%88%d8%a9/150030

富达 CEOAbigail Johnson 分享比特币与早期挖矿、加密托管、稳定币、创新投资模式，以及「自建 vs 收购」等话题。

ChatGPT 用户在聊天中看到了类似广告的提示，这引起了用户的困惑和担忧。OpenAI 表示，这些只是实验性的应用建议，并不是付费广告，现在已经移除了该功能。

某巨鲸 (0x3A0c...7563) 于 13 小时前从 Coinbase 提取 294 万枚 RLS，价值约 4.723 万美元。截至目前，该巨鲸已累计买入 9885.6 万枚 RLS，平均买入价格约为 0.026 美元，总价值约 151 万美元，且尚未出售任何代币。

Key TakeawaysSolana price faces weakness amid validator centralization concernsTechnical rejection at 7-day SMA near $136Key support level: 23.6% Fibonacci at $132.83Solana Price Declines Amid Validator Purge DebateSolana’s latest price update shows the asset slipping about 2% while the broader market dipped 1.02%, highlighting relative underperformance. A sharp decline in the number of active validators, now around 800 and down more than 68% since 2023, has renewed fears over network decentralization and potential regulatory scrutiny.The Solana Foundation’s “3-in-1-out” pruning policy aimed at removing underperforming nodes has split the community. Some developers argue it eliminates Sybil nodes, while others warn that rising operational costs are driving away genuine operators, lowering validator diversity and increasing potential collusion risk.Despite these concerns, Solana’s on-chain activity remains strong. The network is still posting $3.9B in 24h DEX volume and rising TVL, but investors appear cautious about governance and infrastructure health. ETF Flows Trail XRP and EthereumIn the latest ETF update, Solana spot ETFs recorded $1.18M in inflows, well below the $38M seen for XRP and $35M for Ethereum. This divergence reflects weaker institutional confidence in SOL compared to competitors benefiting from clearer regulatory narratives or staking yield appeal. Technical Indicators Signal Ongoing WeaknessSOL failed to reclaim its 7-day SMA near $136.23, reinforcing bearish pressure near this key resistance.Oscillators show largely neutral momentum, with the RSI at 42.56, Stochastic at 41.35, and the Ultimate Oscillator at 41.09. However, the MACD level at −5.36 and Momentum at −2.66 suggest mild upswing potential, but without strong conviction.All major moving averages, from SMA/EMA 10 through 200, are registering above the current price, indicating persistent downside bias across short- and long-term trends. SOL Outlook: Key Levels to WatchWith the upcoming FOMC meeting, traders are watching whether rate-cut signals could revive altcoin demand. For now, SOL’s forecast hinges on holding the $132.83 support while navigating heightened debate around validator composition and uneven ETF participation.A close below the 23.6% Fibonacci retracement at $132.83 could unlock further downside toward the $124 area, while reclaiming $136.23 may hint at stabilization.

本周四（北京时间），美联储将公布年内最后一次利率决议。

AI Agent要真正成为一种“可广泛部署的自治软件”，最核心的能力有两个：可组合性+可验证性。

有人指出，Paradigm 是 Kalshi 的投资人（最近三轮融资均参与），Huang的转发被视为“抹黑竞争对手”。

X402+稳定币+加密链上设施，会逐渐地持续地对现有支付体系产生冲击，不仅是利用了稳定币，而且将钱、信用、身份以及数据转入到一个平行金融宇宙。

灰度认为，比特币的市场结构已经超越了以往四年周期的规律。机构资金流动和宏观经济动态已经重塑了比特币的价格走势。

BTC,IBIT,为什么BTC总是在美股开盘后下跌？ 金色财经,Jane Street最有可能是幕后操纵者？

Tether 的 USDT 稳定币已获得阿布扎比全球市场（Abu Dhabi Global Market）的正式认可，使其在多个区块链中拥有明确的监管地位。这使得阿联酋的持牌公司可以在监管框架下使用 USDT 进行交易、支付和结算。