据 Onchain Lens 监测，Bitmine 进一步将 92,160 枚 ETH 用于质押，按当前价格计算价值约 2.93 亿美元。完成本次操作后，Bitmine 累计质押 ETH 数量已增至 1,436,384 枚，总价值约 47.7 亿美元。

According to Odaily, Bitwise Chief Information Officer Matt Hougan expressed on the X platform that if the demand for ETFs persists over the long term, Bitcoin's price could enter a phase of parabolic growth. Hougan drew a parallel with the projected 65% increase in gold prices by 2025, noting that both gold and Bitcoin prices are influenced by supply and demand dynamics. In 2022, following the U.S. seizure of Russian sovereign debt deposits, central banks worldwide increased their annual gold purchases from approximately 500 tons to around 1,000 tons, maintaining this level consistently. This shift in demand altered the supply-demand balance, although it did not immediately reflect in gold prices. Gold prices rose by 2% in 2022, 13% in 2023, and 27% in 2024, with parabolic growth only occurring in 2025. This pattern emerged because the demand in previous years was met by holders willing to sell gold, and once the selling pressure from these holders was exhausted, prices surged significantly. Currently, Bitcoin is experiencing a similar situation with ETFs. Since the debut of ETFs in January 2024, their purchase volume has exceeded the new supply of Bitcoin by 100%. Despite this, prices have not yet entered a parabolic phase due to the willingness of existing holders to sell. If ETF demand continues, the selling pressure from current holders will eventually be depleted, potentially leading to a significant price increase.

According to Odaily, U.S. Senator and senior Democrat on the Senate Banking Committee, Elizabeth Warren, has urged a pause on the national trust bank license application associated with World Liberty Trust Co. until U.S. President Donald Trump divests his family's holdings in related digital asset businesses. Warren has reportedly written to Jonathan Gould, the Acting Comptroller of the Currency, requesting a delay in the application process as long as Trump retains interests in the matter. She highlighted that if the application is approved, the regulations set by the authorities could directly impact the profitability of the President's related enterprises, posing a significant conflict of interest. Warren noted that Congress failed to address such issues when passing the GENIUS Act, and therefore, the Senate has a responsibility to confront these conflicts while considering cryptocurrency market structure legislation. The Senate Banking Committee is set to hold hearings on the relevant bill, but the latest draft has yet to include the government ethics provisions previously demanded by Democrats.

美国参议员、参议院银行委员会资深民主党人 Elizabeth Warren 呼吁暂停与 World Liberty Trust Co. 相关的美国国家级信托银行牌照申请，直至 Donald Trump 剥离其家族在相关数字资产业务中的持股。据报道，沃伦已致函 Office of the Comptroller of the Currency 署长 Jonathan Gould，要求在特朗普仍持有相关利益的情况下，延缓该申请流程。她指出，若申请获批，监管机构制定的规则可能直接影响总统相关企业的盈利能力，存在严重利益冲突。沃伦表示，国会在通过 GENIUS 法案时未能解决此类问题，因此参议院在审议加密市场结构立法时有责任正视这些冲突。目前，参议院银行委员会即将就相关法案举行听证，但最新流出的草案尚未纳入民主党人此前要求的政府伦理条款。（CoinDesk）

链上追踪平台 Lookonchain 数据显示，Bitget 股票代币（Tokenized Stocks）的累计交易额已达到 10 亿美元。其中，2025 年 12 月的单月交易量已占到 Ondo 全球市场份额的 89.1%。

Bitwise 首席信息官 Matt Hougan 在 X 平台发文表示，如果 ETF 需求长期持续，BTC 的价格将进入抛物线式增长阶段。Matt Hougan 以 2025 年黄金价格上涨 65%的走势为例指出，黄金和 BTC 的价格均由供需关系决定。2022 年美国没收俄罗斯国债存款后，各国央行对黄金的年购买量从约 500 吨增加到约 1000 吨，并一直保持稳定。这种需求改变了供需平衡，但并未立即体现在价格上。黄金价格在 2022 年上涨 2%，2023 年上涨 13%，2024 年上涨 27%，直到 2025 年才出现抛物线式增长。这是因为前几年的需求由愿意出售黄金的持有者满足，当卖家抛压耗尽且需求持续时，价格随之大幅上涨。目前 BTC 与 ETF 也存在类似情况。自 2024 年 1 月 ETF 首次亮相以来，其购买量已超过 BTC 新增供应量的 100%。由于现有持有者愿意出售，价格尚未进入抛物线阶段。若 ETF 需求持续，现有卖家的抛压最终将耗尽。

据余烬监测，今日某巨鲸或机构通过跨链兑换工具 THORChain 将 282.1 枚 BTC（价值 2633 万美元）兑换为 8098 枚 ETH，ETH 兑换价格为 3251 美元。目前该地址仍持有 646.5 枚 BTC（价值 6168 万美元），可能继续进行换仓操作。

Arthur Hayes 在 X 平台发文表示，将在明年发布一篇新文章 Frowny Cloud，本季度其最核心的交易策略是做多 Strategy（MSTR）和 Metaplanet（3350），将此作为押注 BTC 重回涨势的杠杆标的。

Ethereum could potentially be on the verge of either a significant breakout or an insidious trap around the $3,000 price point. In light of this critical juncture, traders are closely monitoring various market indicators, technical analyses, and trading volumes to decipher the likely direction of Ethereum's price movement. Here’s a comprehensive look at what investors and analysts are focusing on as they navigate this uncertain landscape. source: https://blocknews.com/ethereum-may-be-building-a-breakout-or-a-trap-near-3000-here-is-what-traders-are-watching/

null source: https://x.com/cointelegraph/status/2011249553194860989

如果这次牛市不仅是价格上涨，更是效用上涨，能够将ETF时代合法性转化为链上需求，将被动持有转化为主动使用，并带来真正收益回报，而不是因为变换的叙事，那就太好了。

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