金库（“Vaults”）是非托管的区块链基础设施，它能够实现传统金融无法实现的功能。

1. 美联储撤销 2023 年关于限制银行从事加密货币活动的政策；2. SEC 发布《关于经纪交易商托管加密资产证券的声明》；3. 某做多 HYPE 巨鲸浮亏 1960 万美元，清算价格为 20.65 美元；4. 彭博社：比特币长期持有者已卖出价值约 140 亿美元持仓；5. 2.3 亿美元资金开多巨鲸随着市场下跌浮亏 7318 万美元；6. 3 个巨鲸钱包今日共存入 3710 万枚 USDC 增持 HYPE 代币；7. MCoinbase 推出股票交易、预测市场等服务，力图成为“万能交易所”；8. WLFI 发布治理提案：拟动用部分已解锁 WLFI 金库资金激励 USD1 采用；9. Michael Saylor 社媒发布在摩根士丹利合照暗示或有合作；10. 麻吉大哥新开设 40 倍杠杆 BTC 多单后遭遇市场下跌，整体仓位由盈转亏。

公安部网安局微信公众号通报贵州黔南网安联合经侦部门破获一起特大虚拟币网络传销案，抓获犯罪嫌疑人 15 名。该传销组织搭建无实名交易平台，通过设立多级会员制度、承诺高额回报及发展下线等方式吸引参与者，组织层级达三级以上，参与人数达数千人。目前涉案嫌疑人已被依法打击。

Ethereum could see another rise in transaction speed in January, with developers considering raising the gas limit to 80 million after the next blob parameter-only hard fork. source: https://cointelegraph.com/news/ethereum-could-get-faster-gas-limit-rise-january?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

据链上分析师余烬监测，SHIB 第一大持有地址于 9 小时前向 OKX 转入 4690 亿枚 SHIB，价值 364 万美元。该地址曾在 2020 年使用 37.8 枚 ETH（约 1.37 万美元）购入 103 万亿枚 SHIB，该笔持仓价值在 2021 年最高时达到 91 亿美元。目前该地址仍持有 96.684 万亿枚 SHIB，占总供应量的 16.4%，价值 7.26 亿美元。

According to ChainCatcher, the market anticipates that the Bank of Japan will increase the overnight borrowing rate by 25 basis points to 0.75% during the policy meeting concluding this Friday, marking the first rate hike since January this year. This adjustment will elevate the benchmark rate to its highest level since 1995. Under the leadership of Governor Kazuo Ueda, the policy committee is expected to unanimously approve the rate hike decision. In previous meetings, some committee members had already expressed support for raising rates. Recent data indicates that wage growth in Japan remains robust, and the impact of U.S. tariffs is less severe than expected, further bolstering market confidence in the rate hike. Market participants are now focusing on the Bank of Japan's future interest rate trajectory. Sources suggest that even if the rate reaches 0.75%, the central bank internally believes it has not yet achieved a 'neutral rate,' with some officials considering 1% still relatively low. Analysts believe that if the central bank signals a more hawkish stance, it could help stabilize the yen but might also increase bond yields, putting pressure on the Japanese government as it prepares the budget for the next fiscal year. Overnight index swaps (OIS) indicate that traders estimate a 95% probability of a rate hike at this meeting, nearly double the expectation from early last month. The policy statement is expected to be released around noon local time, with Kazuo Ueda scheduled to hold a press conference at 15:30.

According to BlockBeats, Chinese crypto analyst Ban Mu Xia recently expressed concerns about the ongoing AI bubble and its impact on market valuations. He noted that worries over Japan's interest rate hikes have contributed to market stagnation, with these concerns nearing full pricing. Meanwhile, the Federal Reserve has begun expanding its balance sheet, improving liquidity conditions. The analyst highlighted that the recent non-farm payroll data was neither overly positive nor negative, which has expanded the potential for interest rate cuts without causing a trading recession. He suggested that the current period might be an opportune time to invest in risk assets such as Bitcoin, the S&P 500, and the CSI 300 over the next one to two months. Looking ahead, Ban Mu Xia anticipates periodic concerns over the AI bubble in the coming years, which could lead to market pullbacks. He believes each pullback presents an opportunity until the market reaches a point of irrational exuberance.

Ethereum’s growing dominance in DeFi, NFTs, tokenized assets and government adoption fuels bold forecasts. source: https://btcusa.com/price-prediction/ethereum-price-prediction-can-eth-reach-100000-by-2030/

Bitfinex has eliminated fees on its whole trading platform. source: https://www.cryptopolitan.com/bitfinex-waives-all-fees-across-its-platform/

India’s Competition Commission approved Coinbase’s minority stake in CoinDCX. source: https://www.cryptopolitan.com/india-approves-coinbase-stake-in-coindcx/

Federal Reserve 于周三撤销了 2023 年发布的政策声明，该政策此前限制受美联储监督的州成员银行从事超出国民银行许可范围的“创新”活动，包括多种加密货币服务。Federal Reserve 在发布中表示，随着对创新产品和服务的理解不断演进，现将该限制性政策替换为更灵活的政策。根据 2025 年更新的政策声明，无保险州成员银行现在可以逐案向 Federal Reserve 董事会申请从事有保险银行不允许的活动。此前，2023 年的指导方针曾是 Federal Reserve 拒绝 Custodia Bank 获取美联储主账户（Fed Master Account）的核心依据。Federal Reserve 理事 Michael S. Barr 对此持有异议，认为对不同执照的银行应保持公平的竞争环境。

2025年底AI投资热潮抵达转折，市场从“买入后问”转向“先问回报”。需求真实，但财务紧缩、宏观弱点放大风险。若2026年未实现盈利转化，估值调整在所难免。

金色财经推出加密货币和区块链行业早报《金色早8点》2912期，为您提供最新、最快的数字货币和区块链行业新闻。

在代币化现实世界资产（RWA）平台上，私人信贷正处于风口浪尖。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的MEME、DeFi、DAO、NFT和元宇宙行业新闻。

支付行业看起来很“旧”，但它始终是金融体系中最早、也最容易被技术重构的环节。

近期，Aave DAO 与 Aave Labs 间的争议曝光。前者负责治理协议，后者则是 Aave 产品的开发者。

HashKey,RWA,在合规与创新之间的窄门里重塑亚洲加密叙事：HashKey 上市的五重看点 金色财经,HashKey 的上市处于一个历史的十字路口。

加密货币,比特币暴跌、机构抄底、监管突破：2025 年末币圈三大风暴来了 金色财经,2025 年年底，币圈进入“急风暴雨模式”

摩根大通自 2023 年以来，已从其美联储账户中撤出近 3500 亿美元现金，并将其大部分投入美国政府债券。