根据 msx.com 数据，美股收盘，道指跌 0.47%，标普 500 指数跌 1.16%，纳指跌 1.81%，加密板块普跌，Coinbase 下跌 3.33%，BitMine 下跌 6.59%，SharpLink 下跌 4.53%。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。

美国 SEC 交易与市场部发布《关于经纪交易商托管加密资产证券的声明》，阐明《证券交易法》规则 15c3-3(b)(1)对加密资产证券的适用性。声明指出，若经纪交易商采取以下措施，该部门将不反对其认定自身已对客户账户内的加密资产证券拥有物理占有或控制权：访问与转移能力：具备直接访问加密资产证券并在相关分布式账本上转移资产的能力；技术风险评估：执行书面政策以评估分布式账本技术及相关网络的特性与风险；风险规避：知悉相关技术存在重大安全或运行问题时，不得认定自身占有该资产；私钥保护：建立内部控制防止私钥被盗、丢失或遭未经授权使用，确保除自身授权外他人无法访问；应急计划：确保在区块链故障、51%攻击、硬分叉或经纪交易商破产等情形下，资产能持续安全保存并转移。

据 Onchain Lens 监测，由于 HYPE 的交易价格低于 25 美元，持有 HYPE 5300 万美元多头头寸的某巨鲸目前面临超过 1960 万美元的浮动损失。为了避免被清算，该巨鲸存入了价值 200 万美元的 USDC，现在清算价格为 20.65 美元。

SEC Commissioner Peirce requests input on crypto asset trading rules to improve market clarity. source: https://coincu.com/news/sec-input-on-crypto-trading/

据 K33 Research 和 CryptoQuant 监测，BTC 自突破 12.6 万美元历史高点以来，在两个月内下跌近 30%。链上数据显示，持有至少两年的 BTC 供应量自 2023 年初以来已减少 160 万枚，价值约 140 亿美元，显示早期持有者正以近年来最快的速度套现。2025 年至今，已有价值近 300 亿美元、休眠超过一年的 BTC 重新进入流通。过去 30 天内，长期持有者的分发量达到五年来的最高水平之一。K33 Research 指出，过去两年约有 20%的 BTC 供应被重新激活。随着机构整合加深，预计早期持有者的抛售压力将在 2026 年消退。（彭博社）

Coinbase remains tightly linked to crypto market cycles. We analyze COIN stock trends, technical signals, and price forecasts through 2028. source: https://btcusa.com/price-prediction/coinbase-stock-price-prediction-coin-outlook-through-2028-amid-crypto-market-volatility/

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。

据链上分析师余烬监测，一位持有总计 7 亿美元多仓的巨鲸在过去两天中未继续加仓，随着市场下跌，其多单目前浮亏 7318 万美元。该巨鲸持有 19.1 万枚 ETH（5.4 亿美元）多单，开仓价格为 3167 美元，浮亏 6428 万美元，清算价格为 2083 美元；持有 1000 枚 BTC（8615 万美元）多单，开仓价格为 91506 美元，浮亏 535 万美元；持有 25 万枚 SOL（3083 万美元）多单，开仓价格为 137.5 美元，浮亏 355 万美元。

According to BlockBeats, U.S. SEC Commissioner Hester Peirce released a statement on December 17, inviting public feedback on issues related to the trading of crypto assets on national securities exchanges (NSE) and alternative trading systems (ATS). This follows the release of a new set of FAQs by the Division of Trading and Markets. The statement emphasizes the need for clear trading and clearing arrangements for crypto asset securities and the trading pairs of securities and non-securities crypto assets. Peirce highlighted the SEC's readiness to collaborate with market participants to facilitate compliant trading on regulated platforms. Peirce noted the urgent need for clearer market structure rules to protect investors and maintain market order while avoiding unnecessary regulatory burdens on innovation. She expressed particular interest in whether Regulation ATS, introduced in 1998, and Regulation NMS are outdated in the context of crypto assets and blockchain technology. Key topics for public input include reducing entry barriers for crypto asset securities and trading platforms, encouraging innovation, assessing whether current Reg NMS and Reg ATS impose disproportionate compliance costs on crypto trading, and whether a specific Form ATS should be established for crypto ATS or if existing disclosure requirements should be adjusted. Other considerations include whether crypto ATS information disclosures should remain non-public or be subject to SEC review or public mechanisms, the necessity of retaining Form ATS-R quarterly reporting in the context of blockchain and on-chain data traceability, and the need for clear compliance methods for converting non-dollar assets to dollars. Additionally, the statement seeks input on handling trade information confidentiality, system risk controls (Rule 15c3-5), and system compliance (Reg SCI), as well as how to avoid regulatory obstacles to individual software development and the use of automated or decentralized trading methods. Peirce emphasized that these issues will be crucial for the SEC's crypto working group in future policy development. The regulatory body is open to broader suggestions to improve the regulatory framework for NSE and ATS. The statement is seen as another indication of the SEC's relatively open stance towards reforming the market structure for crypto asset trading.

Polygon Foundation resolves RPC node failure swiftly, restoring full network functionality with timely patches and synchronization. source: https://coincu.com/news/polygon-positively-recovers-node-incident-service-restores/

null source: https://x.com/cointelegraph/status/2001446216500904222

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。

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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。

市场几乎集体看空，情绪低的离谱。恐慌 - 极度恐慌指数已经连续 1 个月。