根据 SoSoValue 数据，昨日（美东时间 12 月 29 日）XRP 现货 ETF 总净流入 844 万美元。昨日（美东时间 12 月 29 日）单日净流入最多的 XRP 现货 ETF 为 Bitwise XRP ETF XRP ，单日净流入为 518 万美元，历史总净流入达 2.53 亿美元。其次为 Franklin XRP ETF XRPZ，单日净流入 301 万美元，历史总净流入达 2.34 亿美元。截至发稿前，XRP 现货 ETF 总资产净值为 12.4 亿美元，XRP 净资产比率 0.98%，历史累计净流入已达 11.5 亿美元。

据 Ai 姨监测，7 小时前，某地址 (0x931...e7a3) 开启 300 枚 BTC 多单，成为 Hyperliquid BTC 多头持仓前五位。该笔 BTC 多单价值 2614 万美元，平均开仓价为 87965 美元，目前浮亏 23.9 万美元，清算价为 86073 美元。该地址设置的止盈止损区间为 87965 美元至 109496 美元，即跌至 79419 美元时分批止损，涨至 109496 美元时分批止盈。

据 Lookonchain 监测，与 Indexed Finance 和 Kyber Network 攻击者关联的钱包 (0x3EBF) 在休眠 1 年后恢复活动，并抛售了 226,961 枚 UNI（136 万美元）、33,215 枚 LINK（41 万美元）、845,806 枚 CRV（32.8 万美元）以及 5.25 枚 YFI（1.75 万美元）。

null source: https://x.com/lookonchain/status/2005815707976532029

Some of the most prominent voices in crypto and tech are sounding the alarm over California’s proposed billionaire wealth tax, arguing it risks pushing founders, capital, and innovation out of the state. source: https://www.ethnews.com/crypto-leaders-warn-californias-billionaire-tax-could-drive-capital-out/

1. Dragonfly 合伙人预测 2026：BTC 将突破 15 万美元，但市场主导地位会下降；2. 韩联社：韩国数字资产基本法拟纳入无过错赔偿与稳定币破产隔离机制，政府案或推迟至明年提交；3. 韩媒曝执政党高层涉加密监管利益冲突：批评 Upbit 期间其子赴 Bithumb 实习；4. Michael Saylor：Strategy 比特币年内迄今收益率达 23.2%；5. Strategy 披露上周增持 1229 枚比特币；6. BitMine 上周增持 44,463 枚 ETH，价值约合 1.3 亿美元；7. BitMine：目前已质押 408,627 枚 ETH，计划 Q1 上线 MAVAN；8. Lighter 将 3,205 万枚 USDC 转至其金库地址，其中约 750 万美元进入 LLP；9. 民主党议员 Maxine Waters 抨击 SEC 主席加密政策，要求举行听证会；10. 香港将于 1 月 1 日全面实施基于巴塞尔委员会加密监管标准的银行资本金新规；11. 上市公司 Tron Inc 获孙宇晨 1800 万美元战略投资；12. Framework Ventures 联创：2026 年代币发行将大幅减少，重点转向主流币及 DeFi 蓝筹股；13. BlackRock 旗下 BUIDL 成首个分红达 1 亿美元的代币化国债项目；14. ZachXBT：黑客“Haby”冒充 Coinbase 客服一年内窃取超 200 万美元加密资产；15. 分析师：比特币价格年内虽创新高，但 2025 年其实是“隐性熊市”；16. 英伟达斥资 50 亿美元入股英特尔，提供关键资金支持；17. 易理华：2026 年大牛市趋势下机会在多头而不是空头；18. Coinbase 比特币溢价指数连续 15 日处于负溢价，暂报 -0.0858%。

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.

China's Supreme Court explores blockchain and crypto asset governance, indicating legal advancements in digital transactions. source: https://coincu.com/news/china-digital-asset-legislation/

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.

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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。