Bitcoin surged sharply this week, climbing from roughly $91,000 on Monday to just above $95,000 by Wednesday. Meanwhile, on-chain data reveals a massive influx of BTC into major exchange wallets. The dramatic price action has sparked discussions, with some speculating that the market may be experiencing a coordinated buying push. Massive $6 Billion BTC Inflows Drive Bitcoin Toward $100,000 Data from on-chain analytics firm Arkham shows that Binance wallets alone added 32,752 BTC across both cold and hot ...

吴说获悉，Coinbase 表示，将于 2026 年 1 月 14 日 上线 Raydium（RAY） 现货交易，RAY-USD 交易对 计划在太平洋时间上午 9 点或之后启动，前提是满足流动性条件，且仅限于支持该交易的地区； Raydium 是一个构建于 Solana 之上的自动化做市商（AMM）平台。 （来源：吴说） ...

智通财经APP获悉，周二，比特币涨超2.5%，站上9.35万美元，比特币概念股跟随走高。截至发稿， Strategy(MSTR.US)涨3.4%， Coinbase(COIN.US)涨超3%，Robinhood(HOOD.US)涨0.9%，Mara Holdings(MARA.US)涨超1%，Iren Ltd(IREN.US)涨0.5%。消息面上，根据一项备受关注的加密货币市 场结构法案，许多数字资产似乎仍可继续为持有稳定币的客户提供奖励。美国参议院银行委员会周一晚 些时候公布了一份两党联署的修正案，为计划于周四举行的审议会议做准备。该修正案中的措辞似乎旨 在禁止加密货币交易所提供与持有稳定币相关的奖励，但同时明确了某些可豁免于此限制的活动，包括 与忠诚度或激励计划会员身份相关的特定奖励。这一措辞可能会受到Coinbase等公司的欢迎，该公司目 前已为其客户提供稳定币持有奖励。 ...

Coinbase Global, Inc. ( COIN ) is often looked at as one of the most useful, practical platforms for investors to use to become involved in theThis account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business mo ...

Sharps Technology (STSS) announced the expansion of its relationship with Coinbase Institutional through the launch of a jointly supported institutional-grade validator on the Solana network. Under this expanded initiative, STSS will delegate a portion of its SOL treasury holdings, currently more than 2 million SOL, to its newly established Coinbase-operated validator. “The expanded relationship brings together Coinbase’s institutional-grade infrastructure, security standards, and proven validator operatio ...

Group 1 - The core focus of the news is the bipartisan amendment to the cryptocurrency market structure bill, which may allow firms like Goldman Sachs to continue offering rewards to clients holding stablecoins, while potentially restricting cryptocurrency exchanges from providing such rewards [1][3] - Coinbase is actively lobbying U.S. lawmakers to retain its business model of offering rewards to stablecoin holders in the upcoming Senate review of the cryptocurrency market structure bill [1][3] - The Senate Banking Committee plans to hold a hearing on the cryptocurrency market structure bill, with discussions on key topics such as decentralized finance (DeFi) and anti-money laundering regulations [3][4] Group 2 - The cryptocurrency market structure bill defines "digital commodities" as assets intrinsically linked to blockchain use, excluding securities, derivatives, and stablecoins, and outlines the regulatory responsibilities of the CFTC and SEC [3] - The bill aims to establish clear regulatory rules to boost confidence among entrepreneurs and encourage innovation in the U.S. cryptocurrency industry [4] - There are concerns from traditional banks regarding Coinbase's practice of offering interest on stablecoins, which they fear could divert deposits from traditional banks if classified as "deposits" under the new legislation [2][3]

Core Points - The Senate Agriculture Committee has postponed the markup of the cryptocurrency market structure bill to the last week of January, allowing more time for discussions and refinements [1][2][3] Group 1: Legislative Progress - Chairman John Boozman indicated that the delay is intended to finalize details and ensure broad support for the legislation [3] - The committee has reportedly made "meaningful progress" and engaged in "constructive" bipartisan discussions over the weekend [2] Group 2: Key Obstacles - Analysts from Bernstein highlighted that the legislation must advance by the second quarter to avoid being stalled by midterm election politics, with stablecoin rewards identified as a significant obstacle [4] - Concerns have been raised by TD Cowen analysts that the bill could face delays until 2029 due to the implications of President Donald Trump's cryptocurrency ventures [4] Group 3: Political Implications - Democrats are advocating for provisions that would restrict senior government officials and their families, including Trump, from owning or operating cryptocurrency businesses [5] - Charles Hoskinson, founder of Cardano, expressed skepticism about the bill's passage in the first quarter, suggesting that Democrats may leverage an anti-cryptocurrency stance in midterm elections [6]

来源：市场资讯 （来源：吴说） 来源 | Cheeky Pint 编译 | 金色财经 Stripe 联合创始人 John Collison 主持的播客节目 Cheeky Pint 深度对话了 Coinbase CEO Brian Armstrong。 十大精彩要点： 1. Coinbase 能在美国胜出在于走合规道路—— 与美国政府合作获取货币传输牌照，这让我们成为当时 全美唯一拥有银行合作伙伴的加密公司，用户能直接连接银行账户购买比特币。 2. 朝鲜黑客每季度有 500 新人毕业，他们的全职工作就是攻击—— 我们必须成为最难啃的骨头。 3. 银行就像当年的报纸：有些会消失，最聪明的将拥抱加密货币。Visa/ 万事达已在实验稳定币，最终 客户需求决定一切。 4. Coinbse 不会去申请银行牌照。银行牌照的核心功能是允许不持有全部资金，Coinbase 不想成为银 行。Coinbase 希望完全储备，而不是采用部分准备金。 Brian Armstrong 谈论 Coinbase 的诸多幕后故事：从如何在美国竞争中胜出，到 Coinbase 的一些生死攸 关时刻，再到与朝鲜黑客的攻防博弈；从美国选举和《GEN ...

Just months ago, Coinbase (NASDAQ: COIN) was distributing branded green tea called "Clari-tea" in support of the CLARITY Act. However, ahead of the proposed framework reaching the Senate committee on Jan. 15, the largest crypto exchange in the United States is reportedly rethinking its support. Bloomberg reported on Jan. 11 that an anonymous person familiar with the firm’s thinking shared the company's new stance on the CLARITY Act is broadly dependent on the text of platform-based rewards. Related: Hou ...

Coinbase’s shares have traded like a mirror to the crypto cycle itself. As Bitcoin rallied and regulatory mood improved, COIN stock caught a strong tailwind, charging to a July peak of $444.64. That momentum, however, cooled just as quickly. A broad crypto pullback dragged the shares nearly 45% off those highs, leaving the stock down about 37% over the past six months and close to 9% in the last month alone.Founded in 2012, Coinbase is a crypto giant boasting a $64.9 billion market capitalization. As one of ...