据链上分析师@ai_9684xtpa 监测， “1011 闪崩后开空内幕巨鲸 ”的整体持仓增加到了 6.65 亿美元，主要是由于 ETH 价格下跌导致挂单持续成交，目前总浮亏已达到 1767 万美元。- ETH：持仓 175,595.44 枚（5.41 亿美元），开仓价 3173.34 美元，浮亏 1523 万美元。- BTC：持仓 1000 枚（9032 万美元），开仓价 91,506.7 美元，浮亏 119.5 万美元。- SOL：持仓 25 万枚（3312 万美元），开仓价 137.53 美元，浮亏 125.3 万美元。

据财联社报道，美股三大指数集体收跌，道指跌 0.51%，本周累计上涨 1.05%；纳指跌 1.69%，本周累计下跌 1.62%；标普 500 指数跌 1.07%，本周累计下跌 0.63%。热门科技股普跌，英伟达跌超 3%，谷歌、微软、Meta、亚马逊均跌超 1%，特斯拉涨超 2%。。区块链概念股普跌，其中 COIN(Coinbase)下跌 0.58%；MSTR(Strategy)下跌 3.74%；CRCL（Circle）下跌 5.76%。

Binance 与巴基斯坦签署谅解备忘录，并计划在巴基斯坦探索多达 20 亿美元的债券、国库券和商品储备的代币化。巴基斯坦财政部表示，该倡议可能为代币化更多政府持有的现实世界资产，并在基于区块链的平台上进行分发铺平道路。此前一天，巴基斯坦虚拟资产监管局（VARA）主席 Bilal Bin Saqib 在接受 CoinDesk 视频采访时宣布，巴基斯坦计划加速加密货币采用、利用比特币挖矿并推出国家稳定币。（Coindesk）

据 The Block 报道，L1 区块链项目 Fogo 原计划 2000 万美元代币预售（占总供应 2%）取消，将用于预售的 FOGO 代币改为向社区空投，并销毁了原分配给核心贡献者的 2% 代币。根据代币经济模型，38.98% 的代币将在 1 月 13 日网络启动时解锁，其中包括可立即交易的空投份额、用于基金会运作的代币以及分期解锁的核心贡献者份额。代币分配包括基金会约占 1/3、核心贡献者 34%（四年锁仓）、机构投资者 8.77%、顾问 7%、社区 11.25%。

据链上分析师余烬监测，随着凌晨的下跌，“2.3 亿美元开多巨鲸”目前浮亏 1710 万美元。不过该鲸鱼在凌晨的下跌后又继续加仓了 2.4 万枚的 ETH 多，总仓位达 6.66 亿美元。不过目前三个多仓都处于浮亏状态：17. 5 万枚 ETH (5.42 亿美元) 多，开仓价 3,173 美元，浮亏 1460 万美元；1,000 枚 BTC (9028 万美元) 多，开仓价 91,506 美元，浮亏 122 万美元；25 万枚 SOL (3310 万美元) 多，开仓价 137.5 美元，浮亏 127 万美元。

According to PANews, a significant market player known as the 'whale' is experiencing substantial losses following a recent market downturn. The whale, who initially invested $230 million in long positions, is currently facing a floating loss of $17.1 million. Despite the losses, the whale has increased their holdings by adding 24,000 ETH to their long positions, bringing the total position value to $666 million. Currently, all three of the whale's long positions are in a state of floating loss. The positions include 175,000 ETH valued at $542 million, with an entry price of $3,173 per ETH, resulting in a loss of $14.6 million. Additionally, the whale holds 1,000 BTC valued at $90.28 million, with an entry price of $91,506 per BTC, leading to a loss of $1.22 million. Lastly, the whale has 250,000 SOL valued at $33.1 million, with an entry price of $137.5 per SOL, incurring a loss of $1.27 million.

五家数字资产公司于周五获得了货币监理署（OCC）的有条件批准，将转变为联邦特许信托银行。获批的公司包括区块链公司 Ripple、Circle 的 First National Digital Currency Bank、BitGo、Fidelity Digital Assets 和 Paxos。这些公司此前均在州特许下运营，此次将转为有条件的联邦特许。OCC 是唯一一家为银行和信托提供特许的联邦机构。OCC 负责人 Jonathan Gould 表示，OCC 将继续为金融服务的传统和创新方法提供途径，以确保联邦银行系统跟上金融发展的步伐，并支持现代经济。(Coindesk)

Tether 拟全现金收购尤文图斯 65.4%股份，计划投资 10 亿欧元支持俱乐部发展，承诺长期经营。

BitGo obtains conditional OCC approval to become a national trust bank, enabling broader crypto services. source: https://coincu.com/news/bitgo-occ-national-trust-bank/

According to Odaily, Citadel Securities recently submitted a 13-page letter to the SEC advocating for stricter regulations on decentralized finance (DeFi) protocols handling tokenized securities. In response, the DeFi industry issued its own letter last Friday, challenging Citadel Securities' arguments as "unfounded." The new letter to the SEC, signed by DeFi Education Fund, Andreessen Horowitz (a16z), DigitalChamber, Orca Creative, J.W. Verret, and Uniswap Foundation, stated, "While we share Citadel Securities' goals of investor protection, market order, and the integrity of the national market system, we disagree that achieving these goals always requires registration like traditional SEC intermediaries, nor do we agree that these requirements cannot be met through well-designed on-chain markets in certain cases." Citadel Securities argues that DeFi protocols might operate as exchanges or brokers requiring registration and regulation. However, under U.S. President Donald Trump's administration, the SEC's new leadership has been seeking more policy flexibility for the crypto industry. White House crypto advisor Patrick Witt also expressed support on social media platform X for "the necessity of protecting software developers and DeFi." A spokesperson for Citadel Securities commented via email, "As detailed in our comment letter, Citadel Securities strongly supports tokenization and other innovations that can strengthen America's leadership in digital finance, but this does not mean sacrificing stringent investor protection measures, which make the U.S. stock market the global gold standard." The DeFi alliance's response claimed that Citadel Securities' letter contained "multiple factual misstatements and misleading claims." Jennifer Rosenthal, a spokesperson for DeFi Education Fund, stated that the company is safeguarding its commercial interests. Rosenthal remarked, "Citadel Securities questions the existence of a technology that threatens its business and significant market share, which aligns with its interests."

在大西洋彼岸，汇款一直都很可靠快捷。这或许是美国人乐于接受“稳定币”作为银行体系替代方案的原因之一。

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。

对于拥有庞大用户基础的平台来说，稳定币不只是跨境支付工具，而是一条可以重塑收入结构与用户关系的基础金融轨道。

RWA,香港试点计划引爆热议：RWA 如何从概念炼成现实资产？ 金色财经,以试点探路，香港构建 RWA 落地务实路径。

Coinbase 孵化的开源支付协议 x402 发布 V2 版本。这是自 2025 年 5 月主网上线以来的首次大版本迭代。

玻利维亚政府宣布了一项重大政策—将稳定币纳入其正式金融体系，让稳定币能够“作为法定支付工具”使用。

Binance,加密货币,Hash Global 创始人 KK 聊 BNB 数字资产配置和 Web3 发展阶段 金色财经,「未来所有资产都将发行和交易在链上。」

x402协议,AI Agent,支付,聊聊x402的V2升级 分享一些关键点 金色财经,分享关于x402协议V2升级较关键的几个点。

美国,SEC,OCC,美SEC和OCC监管动作频繁 有何启示？ 金色财经,本文聚焦美国SEC和OCC近期的监管动作。

Coinbase推出了x402协议的V2版本。该版本在V1基础上进行了优化，从单一调用支付扩展为统一的互联网支付层。