盛宝银行策略师约翰·哈迪表示，如果美国当选总统特朗普提议的贸易关税促使其他国家寻找美元的替代品，加密货币市场和黄金可能会受益。关税将对全球贸易产生可怕的影响，因为它会切断所需的美元供应。金砖国家可能会使用以黄金为支撑的数字货币等方式进行交易。与黄金挂钩的加密稳定币也可能被使用。加密市场可能翻两番，达到超过 10 万亿美元，而美元兑主要货币可能贬值 20%，相对黄金可能贬值 30%。（金十）

According to Odaily, Ki Young Ju, the founder and CEO of CryptoQuant, recently shared on the X platform that the holdings of spot Bitcoin ETFs have now reached levels comparable to those held by Satoshi Nakamoto. This development highlights the growing significance of Bitcoin ETFs in the cryptocurrency market. The comparison to Satoshi Nakamoto, the pseudonymous creator of Bitcoin, underscores the substantial accumulation of Bitcoin within these financial instruments. As Bitcoin ETFs continue to gain traction, their influence on the market dynamics and investor sentiment becomes increasingly evident. This milestone reflects the broader acceptance and integration of Bitcoin into traditional financial systems, as institutional investors seek exposure to the digital asset through regulated channels. The rise in Bitcoin ETF holdings also indicates a shift in how investors are approaching cryptocurrency investments. By opting for ETFs, investors can gain exposure to Bitcoin without directly holding the asset, thereby mitigating some of the risks associated with direct ownership. This trend is likely to continue as more investors recognize the potential benefits of including Bitcoin in their portfolios through these financial products.

贝莱德官方更新比特币持仓数据，截至 12 月 2 日，IBIT 比特币持仓量达到 500,380.0952 枚 BTC，市值约合 48,009,068,309.39 美元。

据 Lookonchain 监测，某投资者过去 18 小时通过交易 SHIRO 获利 2277 枚 ETH，价值约合 830 万美元。

According to BlockBeats, Ethereum co-founder Vitalik Buterin has published a new blog post on December 3, detailing his vision for an ideal cryptocurrency wallet. Buterin emphasizes that wallets are a crucial layer of the Ethereum infrastructure stack, often underestimated by core Layer 1 researchers and developers. He argues that wallets serve as the gateway between users and the Ethereum ecosystem, enabling users to benefit from the decentralized, censorship-resistant, secure, and private attributes of Ethereum and its applications, provided the wallets themselves embody these characteristics. In terms of cross-Layer 2 transactions, Buterin suggests adopting a chain-specific address format, such as [email protected], and recommends that wallets automatically handle cross-chain exchanges and transfers. For account security, he advocates for the use of social recovery and multi-signature mechanisms, proposing a 2-of-3 protection scheme for new users that includes zk-email, local keys, and service provider backup keys. Regarding privacy protection, the article stresses the need to integrate features like privacy pools and stealth addresses directly into mainstream wallets to ensure default privacy. On the topic of data storage, Buterin envisions wallets evolving into personal data storage tools, utilizing an M-of-N key sharing mechanism to safeguard user data. Looking ahead, he predicts that emerging technologies such as AI and brain-computer interfaces will fundamentally transform wallet interaction methods. In the realm of decentralized application (Dapp) security, the ideal scenario involves transitioning the ecosystem to on-chain content version control. Users would access Dapps through their ENS names, which would contain the IPFS hash of the interface. Updates to the interface would require on-chain transactions from multi-signatures or DAOs. Wallets would inform users whether they are interacting with a more secure on-chain interface or a less secure web2 interface. Additionally, wallets could indicate whether users are engaging with a secure chain, such as Phase 1+ with multiple security audits.

CryptoQuant 创始人兼首席执行官 Ki Young Ju 在 X 平台发文称，现货比特币 ETF 持仓量已与中本聪相当。

According to PANews, a prominent on-chain analyst, identified as @ai_9684xtpa, has reported that a major whale or institution has initiated a substantial short position on XRP, valued at over $844 million. This entity currently holds a short position of 12.1 million XRP, with a liquidation price set at $69.8226. Despite the current price increase of only $0.0795, the whale has already incurred an unrealized loss of $977,000. This development highlights the significant financial risks involved in such large-scale speculative activities within the cryptocurrency market. The whale's position and the potential for liquidation underscore the volatility and unpredictability inherent in digital asset trading. Market participants are closely monitoring this situation, as the whale's actions could have broader implications for XRP's market dynamics. The substantial short position reflects a bearish outlook on XRP, which may influence other traders' strategies and market sentiment. As the situation unfolds, it remains to be seen how this will impact XRP's price movement and the broader cryptocurrency market.

体育和娱乐公链 Chiliz Chain 首席执行官 Alexandre Dreyfus 在 X 平台评论称：“如果 Chiliz 生态系统能够竞标并收购这些资产，使它们能在 CHZ 链上运行，那将十分有趣。” 此前消息，耐克旗下 NFT 项目 RTFKT 宣布将逐步停止运营。

据链上分析师@ai_9684xtpa 监测，某坐拥超 8.44 亿美元的巨鲸已开始下场做空 XRP，该巨鲸目前持有 1210 万枚 XRP 的空单头寸，涨至 69.8226 美元时才会爆仓。而现在 XRP 只是涨了 0.0795 美元，他就已浮亏 97.7 万美元。

1. 摩根大通：上市比特币矿企11月股价显著上涨，整体市值环比增长52%； 2. 某交易员两周前花费1.5枚SOL买入超2600万枚MUNDI，现高达170万美元； 3. 币安上线ENA/BRL等多个现货交易对及交易机器人服务； 4. Aethir公布其1亿美元生态基金第二轮资助项目； 5. CZ发文配图Alt，或暗示山寨季到来； 6. 某交易员将3561亿枚PEPE存入Kraken交易所，约合728万美元； 7. CoinShares：XRP数字资产产品上周流入9500万美元，交易员押注XRP ETF获批； 8. Ripple加强对其稳定币RLUSD测试，新近铸造约1000万枚； 9. 币安期货跟单新增多个U本位永续合约； 10. 多资产投资平台Public完成1.35亿美元D-2轮融资，Accel领投； 11. 美众议员French Hill承诺调查“Operation Chokepoint 2.0”计划； 12. Matrixport：比特币12月趋势与第四季度山寨币反弹或预示年底强劲表现； 13. 企业级支付管理平台KPay Group完成5500万美元A轮融资； 14. Block旗下Cash App将于12月停止支持比特币免费p2p转账功能； 15. 比特币长期持有者持仓量降至1245万枚，创2022年7月以来新低； 16. 前NBA球星Omri Casspi创立的风投基金完成6000万美元募资，专注于网络安全、云基础设施和AI领域; 17. LTC近期上涨推动近80%持币地址处于浮盈状态; 18. USDe市值超越DAI，成为市值第三大稳定币; 19. Vivek Ramaswamy：美国政府的监管开销将面临“大幅”削减; 20. 币安合约更新BFUSD最大持有限额。

今日晚间推荐阅读：1.政策春风第二波 老牌公链的“川普式复兴”；2.华尔街日报：BTC狂热下 “2X MSTR ETF”如何影响MicroStrategy股价；3.Meme+ICO 会让ICO再次伟大。

此前，base上以Meme coin而出名，而且有很多貔貅盘。而现在，base已经成为了一个创新的策源地。

本文深入探讨了 sCrypt 如何在比特币上构建一个 demo 桥契约。

Donald Trump's administration plans to create a national Bitcoin reserve, boosting Bitcoin's role in the global economy. State-level and institutional support is growing, with 10 US states preparing their own Bitcoin reserve plans.

近日XRP 升至 2.84 美元，市值突破 1460 亿美元，成为全球第三大加密资产。随着 XRP 带动市场情绪，AVAX、LINK、ONDO 和 HBAR 等相关概念项目录得超 30% 的平均涨幅。

杠杆式MicroStrategy ETF的推出加速了MicroStrategy股价的走势

由于Reddio的技术方案采用了CuEVM，这是一个利用GPU提升EVM执行效率的项目，我们将先从CuEVM开始说起。

An Apple employee is suing the company for allegedly monitoring personal devices and iCloud accounts linked to work, even when off-duty. The lawsuit challenges Apple's policies, claiming they violate privacy laws by tracking employees' personal data without consent.

BTC 上个月的平均回报率为 46%，是该资产自 2020 年以来 11 月份的最佳表现。

The US has imposed new export restrictions on China’s semiconductor industry, halting shipments to 140 companies, including Swaysure Technology, tied to Huawei and already under sanctions. Is this a security measure or a futile attempt to stifle China’s tech growth?