Delphi Digital 在 X 平台发文表示，加密货币不再是唯一的投资选择。在本轮周期中，市场表现出板块轮动带来的局部超额收益，而非普惠所有资产的整体上涨。目前，有 350 亿美元流入生成式 AI 领域，单季度有 20 亿美元流入机器人技术，同时太阳能和生物工程等领域也正在成为具有商业可行性的增长板块。每增加 1 美元的新流动性，就有更多的可投资资产参与竞争。在加密货币市场内部，股票已经对原本流向山寨币的买盘产生了吸血鬼攻击效应。在过去两年里，加密货币股票的表现优于大多数山寨币。机构正从各个角度进入市场：ETF、RWA、稳定币、交易平台、企业链启动。更多的竞争进一步分散了可用资本。未来的回报可能更像选股，而不是购买指数。

According to ChainCatcher, Delphi Digital's latest report, "2026 Market Outlook," highlights a shift in the macroeconomic environment despite the current bearish sentiment in the crypto market. The report notes that global central banks have initiated a cycle of interest rate cuts, with the U.S. Federal Reserve ending its quantitative tightening. It is anticipated that by the end of 2026, the federal funds rate will fall below 3%, potentially increasing global liquidity. The report also emphasizes that the surge in gold prices indicates an accelerated trend of currency devaluation. Central banks purchased over 600 tons of gold in 2025 and are expected to continue acquiring gold at a rate of 70 tons per month in 2026. Additionally, the substantial U.S. fiscal deficit, ranging from $1.5 to $2 trillion annually, is straining market liquidity and exerting pressure on the U.S. Treasury market. Analysts suggest that as the liquidity environment improves, inflation-resistant assets like Bitcoin may benefit. However, the market is not expected to experience the same level of liquidity as seen during the "liquidity firehose" period of 2020-2021.

According to ChainCatcher, Arkham data reveals that at 09:46, a significant transfer of 23,302,000 ENA tokens occurred from an anonymous address starting with 0xF046 to FalconX. The transaction has drawn attention due to the substantial amount involved.

According to Cointelegraph, the ongoing discussion about the potential threat of quantum computing to Bitcoin has sparked concerns among crypto industry executives, impacting the cryptocurrency's price and capital flow. Adam Back, co-founder of Bitcoin infrastructure company Blockstream, expressed in a series of posts on X that while it is beneficial for Bitcoin to be prepared for quantum computing, the technology is not expected to pose a threat for several decades. He emphasized that quantum computing is still in its early stages, facing significant research and development challenges. Back predicts no immediate risks within the next ten years, asserting that even if parts of Bitcoin's encryption were compromised, its core security model does not rely solely on encryption, thus preventing theft on the network. Quantum computing remains a topic of debate within the crypto industry, with concerns that advanced computers could potentially break encryption, revealing user keys and exposing sensitive data. Nic Carter, a partner at venture capital firm Castle Island Ventures, responded to Back's comments, describing the situation as "extremely bearish" due to influential developers dismissing quantum risks. Carter highlighted a significant discrepancy between capital and developers, noting that while capital is actively seeking solutions, developers largely deny the existence of quantum risks. This denial, according to Carter, is already affecting Bitcoin's price. Craig Warmke, a fellow at the Bitcoin Policy Institute, concurred with Carter, stating that quantum risk is hindering capital flow into Bitcoin and prompting larger holders to diversify their investments. Warmke pointed out that non-technical individuals often express concerns using technically incorrect language, which can be frustrating when technical experts dismiss these concerns instead of addressing the issue of reduced holdings due to perceived quantum risks. Critics argue that traditional targets like banking giants will be vulnerable to quantum computing long before Bitcoin. Despite the technology being years away from posing a threat, Carter emphasized that companies and countries are investing heavily in developing quantum computers, with artificial intelligence accelerating this progress. Warmke suggested that the best approach, regardless of the risk's validity, is to reassure people that the risk is minimal and to establish contingency plans. He stressed the importance of developing and agreeing on contingency plans to ensure people feel secure in holding Bitcoin.

Will BTC bulls defend $85K ahead of BoJ's rate decision? source: https://ambcrypto.com/bank-of-japans-expected-rate-hike-how-will-it-affect-bitcoin-and-crypto-traders/

Bitget Wallet 推出理财 “加息券 ”产品并开启首届 “加息券狂欢季 ”主题活动。活动期间，用户可通过官方、社区及合作渠道领取 2% — 18.8% 的加息券，用于提升稳定币理财 Plus 的收益。此外，活动首周每日还将抽取一名用户赠送一张年化加成为 888% 的加息券作为特别奖励。目前，Bitget Wallet 理财产品已形成三条核心产品线：稳定币理财 Plus、币本位理财、精选 DeFi 理财，覆盖从理财新手到资深 DeFi 用户的不同使用习惯与风险偏好，致力于为用户提供更简单、更安全、更可持续的链上收益体验。此次加息券的推出，正是 Bitget Wallet 在降低链上理财门槛、优化用户激励机制上的重要一步，旨在帮助更多此前未参与过链上理财的用户，以更直观、更友好的方式参与链上收益场景，享受真实可见的理财回报。

Tether launched PearPass, a peer-to-peer password manager that keeps credentials on user devices and avoids cloud storage to limit breach risks. source: https://catenaa.com/markets/cryptocurrencies/tether-rolls-out-pearpass-to-avoid-cloud-password-breaches/

据官方消息，Football.Fun 在 Legion 平台代币销售已完成，超额认购 3.38 倍，存入资金超 1000 万美元，参与地址超 4600 个。此外，项目团队正在进行审核申请，参与者将通过邮件得知分配结果。

Solana 生态结构型收益产品 RateX 已公布代币经济模型，RTX 总供应量为 1 亿枚，其中生态系统及社区将分配 44.18%，团队分配 20%，财库 20%，投资方分配 15.82%。在 44.18% 的生态系统及社区份额中，第一季空投将分配代币总供应量的 6.66%，剩余部分将在 TGE 后分阶段发放。

据 Arkham 监测，两个新钱包今日从 FalconX 提取了 8873 万美元的 ETH。此次增持与此前 Bitmine 的购买模式相符。据此推测，Bitmine 本周迄今已至少买入价值 2.2931 亿美元的 ETH。

美国11月CPI到底准不准？“前期数值结转”（Carry Forward）到底在多大程度上影响了政府数据统计？

Robinhood 只是零售分发机器，而 Coinbase 想当的是：零售分发 + 商业分发 + 钱包/身份分发。

金色财经推出加密货币和区块链行业早报《金色早8点》2913期，为您提供最新、最快的数字货币和区块链行业新闻。

金库是加密货币领域中人人都自以为理解的概念之一，这主要是因为它们看起来简单易懂。

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。

「The future of finance is on Coinbase. All in one app」，Coinbase 用短短两句为其 2026 年乃至

今日晚间推荐阅读：1.回望2025：加密行业18大里程碑事件；2.以太坊基金会：以太坊状态演进路径与未来挑战；3.选举之后 预测市场如何在 2025 年实现再加速；

据《商业内幕》（Business Insider）报道，阿拉米达研究公司（Alameda Research）前首席执行官、FTX 创始人山姆-班克曼-弗里德（Sam Bankman-Fried）的前女友卡罗琳-埃里森（Caroline Ellison）在服完两年刑期中的约 11 个月后，已被悄悄转移出联邦监狱。

OpenAI 正在进行早期谈判，希望以 7,500 亿美元的估值融资 1,000 亿美元。该公司还在为上市做准备，其估值可能在 1 万亿美元左右。

以太坊已从一个实验性的小型网络成长为全球基础设施的关键组成部分。