美股频道更多独家策划、专家专栏，免费查阅>> 12月18日，美国最大加密货币交易所Coinbase Global Inc. 宣布，将正式进军预测市场和股票交易领域。 该公司于周三表示，上述两项服务已启动推出流程，未来几周内将向美国所有符合条件的用户开 放。"如今的 Coinbase 已成为交易各类资产的理想平台，而不仅限于加密货币。" 公司首席执行官布莱 恩・阿姆斯特朗在产品发布会上表示。 责任编辑：栎树 此番举措是 Coinbase 打造 "全能应用" 战略的重要一环 —— 平台将为交易者提供多元化的资产与市场 选择，同时紧跟竞品机构的多元化布局步伐。Coinbase 在发布会中提到，用户可使用美元稳定币 （USDC）进行股票购买。德意志银行研究所分析师在一份报告中指出："这一战略有望显著拓宽公司 的目标市场（涵盖零售与机构客户），丰富产品与服务矩阵，同时助力缓解零售加密货币交易领域未来 可能面临的定价压力。" 分析师还称，预测市场这类全新服务，是推动公司增长的关键因素之一。 ...

Bitcoin dropped below $86,000 for the first time in two weeks with investor sentiment weakening as the largest cryptocurrency slips deeper into bear market territory. The original cryptocurrency has been drifting toward the lower bound of its recent trading range with any increase in the price seen being met by selling from investors who purchased the largest cryptocurrency near the all-time high reached in early October, analysts have said. Bitcoin fell as much as 3.3 per cent to $85,5787 on Monday, and i ...

来源：环球市场播报 美国经济数据显示11月工厂活动以四个月来最快的速度萎缩，制造商仍难以摆脱长期来的低迷。美国供 应管理协会（ISM）周一公布的数据表明，制造业指数下降0.5点至48.2。该指数已连续九个月低于50这 一荣枯分水岭。 比特币跌破86，000美元并拖累主要代币走低，相关股票随之下挫。Coinbase Global Inc．和MARA Holdings Inc．均下跌至少2%。 "比特币的再次下跌可能会给股市造成一些真正的问题，" Miller Tabak + Co．首席市场策略师Matt Maley写道。 美国上市的银矿公司上涨，因白银在供应紧张推动下延续了周五的涨势。金矿股也普遍走高。油价受哈 萨克斯坦一条重要输油管道中断的推动上涨，石油股小幅走高。 美国股市周一收低，因加密货币重拾跌势且债券收益率在日本央行发出可能很快会收紧政策的信号后跳 涨。 标普500指数下跌0.5%，以科技股为主的纳斯达克100指数下跌0.4%。芝加哥期权交易所波动率指数徘 徊在17左右。新思科技是标普500指数中涨幅最大的个股之一，因英伟达投资20亿美元购入这家芯片设 计软件公司的股票。 ...

HashKey Holdings Limited has inched closer to its Initial Public Offering (IPO) after taking a major step recently. On Dec. 1, it announced that it had cleared the Hong Kong Stock Exchange’s (HKEX) listing hearing, which is a review of the public bourse’s listing committee. HaskKey to Direct IPO Proceeds to Technological Infrastructure Upgrade It highlighted the development in its Post Hearing Information Pack, marking a step towards having its IPO, which was filed a while back. Contextually, the HKEX he ...

Core Viewpoint - JPMorgan Chase has launched its USD deposit token, JPM Coin, for institutional clients, marking a significant step in the tokenization of traditional finance [1] Group 1: Company Developments - JPMorgan Chase's stock rose over 2%, reaching a historical high of $322.25 [1] - The launch of JPM Coin allows users to send and receive funds via the Base blockchain associated with Coinbase Global Inc., enabling real-time, 24/7 payment settlements [1] Group 2: Industry Implications - The introduction of JPM Coin signifies a critical advancement in the integration of blockchain technology within traditional financial systems [1]

Core Insights - The recent pardon granted to Binance co-founder Changpeng Zhao by President Trump has removed legal barriers and reignited the company's ambition to conquer the U.S. market [1][2] - Zhao expressed gratitude for the pardon and emphasized Binance's commitment to helping the U.S. become a cryptocurrency hub and promoting web3 globally [1] - Following the news, Binance's native token BNB surged by 8% [1] Group 1: Impact of the Pardon - The pardon allows Zhao to re-engage with Binance's operations, potentially paving the way for the integration of Binance.US into its global business [2] - Industry experts believe that despite regulatory challenges, the pardon could facilitate Binance's efforts to consolidate its U.S. operations, which currently operate independently from the global exchange [2][3] - Binance is exploring strategic options, including integrating Binance.US into its global ecosystem to provide U.S. investors with access to its liquidity and derivative services [2] Group 2: Market Position and Challenges - Binance processes nearly 50% of global Bitcoin transactions, while Binance.US holds less than 1% of the U.S. market share, facing significant competition from Coinbase [3] - Coinbase is recognized for its first-mover advantage and trustworthiness in the U.S. market, posing a challenge for Binance [3] - Binance is known for aggressive pricing and promotional strategies, which could help it establish a stronger presence in the U.S. market despite recent technical issues that led to significant forced liquidations [3] Group 3: Zhao's Global Strategy and Future Plans - Since his release, Zhao has been actively building political capital and signaling a return to leadership, meeting with various global leaders and promoting cryptocurrency adoption [4] - Zhao's recent change in social media profile from "former Binance member" to "@Binance" has sparked speculation about his potential return to a leadership role [4] - The pardon not only impacts the U.S. market but also opens new avenues for Binance's global expansion, particularly in regions with stringent ownership eligibility tests [4] Group 4: Market Sentiment - Industry insiders expect Zhao's return to operational involvement in Binance to drive growth and improve execution [5]

Core Viewpoint - The article discusses the trend of insiders in AI-related companies cashing out significant amounts of stock following the end of lock-up periods, highlighting the wealth generated by the AI boom and the subsequent stock sales by executives and major shareholders [3][4][10]. Group 1: CoreWeave's Stock Sales - CoreWeave executives and board members sold over $1 billion worth of stock after the lock-up period ended in mid-August, with the company's stock price having surged over 250% since its IPO in March [1][4]. - The largest insider seller from CoreWeave was board member Jack Cogen, who sold $477 million worth of stock, followed by co-founder Brannin McBee with $426 million [6][10]. - CoreWeave's largest institutional shareholder, Magnetar Financial LLC, also sold nearly $1.9 billion in shares but retained over 20% of the company's Class A shares post-sale [7]. Group 2: Broader AI Industry Trends - The trend of cashing out is not limited to CoreWeave; seven of the top ten insider sellers in Q3 were from AI-related companies, indicating a broader trend in the industry [4][10]. - Notable sales included Arista Networks CEO Jayshree Ullal, who sold over $861 million in stock, and NVIDIA CEO Jensen Huang, who cashed out over $743 million [10][11]. - Amazon founder Jeff Bezos topped the list of insider sellers in Q3, selling $4.917 billion worth of stock, which was part of a larger plan to fund other ventures [11][12]. Group 3: Other Notable Sellers - The top ten insider sellers also included Frank Slootman from Snowflake, who sold $463 million, and Tony Ressler from Ares Management, who sold $357 million [12][13]. - Other significant sellers included Baiju Bhatt from Robinhood, who sold nearly $300 million, and Brian Armstrong from Coinbase, who sold $268 million for funding scientific research [13].

Core Viewpoint - The AI boom is reshaping market dynamics and creating significant wealth for insiders, who are converting paper gains into real cash [1] Group 1: Insider Selling Trends - CoreWeave insiders sold over $1 billion worth of stock after the IPO lock-up period ended in mid-August [1][2] - In the third quarter, seven of the top ten insider sellers were from companies benefiting from AI [3] - CoreWeave executives led the selling trend, with board member Jack Cogen selling $477 million and co-founder Brannin McBee selling $426 million [4] Group 2: Institutional Selling - CoreWeave's largest institutional shareholder, Magnetar Financial LLC, sold nearly $1.9 billion in shares but still holds over 20% of the company's Class A stock [6] Group 3: Notable Sales in the AI Sector - Arista Networks CEO Jayshree Ullal sold over 6 million shares for $861 million, ranking second among sellers [9] - NVIDIA CEO Jensen Huang sold over $743 million in the third quarter, with total insider sales nearing $1.5 billion for the first three quarters of 2025 [10] Group 4: Other Major Sellers - Amazon founder Jeff Bezos topped the list with $4.917 billion in sales, significantly exceeding other sellers [11] - Other notable sellers included Frank Slootman of Snowflake ($463 million), Tony Ressler of Ares Management ($357 million), and Brian Armstrong of Coinbase ($268 million) [12]

Sen. Cynthia Lummis (R-Wyo.) backed Block Inc. (NYSE:XYZ) CEO Jack Dorsey’s call for tax relief on Bitcoin (CRYPTO: BTC) transactions on Thursday, citing a supportive legislation she introduced earlier.‘De Minimis Tax Exemption’Dorsey advocated for a “de minimis tax exemption” on everyday BTC payments, backing an argument that routine purchases, like buying coffee, shouldn’t trigger capital gains.Lummis quoted his post, saying, “If only we had a ₿ill for that… Oh, wait,” suggesting that a bill she introduce ...

Core Insights - Gemini Space Station's stock has declined significantly following the Federal Reserve's decision to cut rates by 25 basis points, closing down 2.47% to $24.35, with an intraday low of 4.3% [1] - The stock has fallen below its IPO price of $28, losing all initial gains since its public debut, and has dropped more than 10% this week, now valued at approximately $3 billion [2] - The overall performance of crypto stocks has weakened, with Gemini's largest competitor, Coinbase Global Inc., also experiencing a decline of 2.3%, and Bitcoin falling nearly 2% [3] Company Performance - Gemini Space Station's stock closed at $24.05, reflecting a 2.47% decrease [4] - The company operates a crypto exchange, staking, digital custody, and a crypto rewards credit card, and was valued at $7.1 billion during its fundraising in 2021 [4] - Gemini is reportedly handling over $21 billion in assets according to a filing with the U.S. Securities and Exchange Commission [3] Market Context - The S&P 500 and Nasdaq 100 indexes traded lower ahead of the Fed's rate cut decision, indicating a broader market trend affecting tech and crypto stocks [3] - The Winklevoss twins, founders of Gemini, have historically been bullish on Bitcoin, predicting it could reach $1 million per coin in ten years, highlighting their long-term optimism despite current market conditions [5]