Group 1 - Major Bitcoin bulls on Wall Street are adjusting their short-term forecasts following recent market declines, but their long-term beliefs remain intact [1] - Standard Chartered has halved its Bitcoin price prediction for the end of 2026 to $150,000 from a previous forecast of $300,000, and pushed back its long-term target of $500,000 from 2028 to 2030 [1] - Bernstein analysts predict Bitcoin will reach $150,000 by the end of next year and approach $200,000 by the end of 2027, despite retracting their earlier forecast of a $200,000 peak this year [1] Group 2 - The demand from companies using Bitcoin as a treasury asset has diminished, leading to a shift in market dynamics, with ETF inflows becoming the primary support [2] - BlackRock's IBIT fund experienced approximately $2.3 billion in investor redemptions last month, marking its largest monthly outflow this year, raising concerns about the sustainability of Bitcoin's long-term holding strategies [2] - Bernstein analysts noted that despite a nearly one-third drop in Bitcoin prices, net outflows from existing Bitcoin ETFs accounted for less than 5% of their estimated total asset size, indicating a prolonged bull market cycle supported by institutional buying [2]

以太坊升破3300美元，日内涨5.71%。 ...

塞舌尔维多利亚, Dec. 09, 2025 (GLOBE NEWSWIRE) -- 全球最大的全景交易所 (UEX) Bitget 今日公布其 2025 年 10 月保护基金报告。数据显示，尽管数字资产市场经历充满挑战的一个月，但 Bitget 保护基金当月平均估值仍达到 741,435,710 美元。 该基金的估值于 10 月 6 日达到当月最高值，为 811,031,000 美元；于 10 月 17 日达到当月最低值，为 691,886,000 美元。即使在当月加密货币出现整体价格下跌的背景下仍保持了稳定。 今年 10 月被称为加密货币行业波动最剧烈的月份之一，主要资产面临大幅回调，并呈现出剧烈震荡态势。 在这样的背景下，Bitget 于 2022 年设立的保护基金（初始承诺资金为 3 亿美元）继续展现出强韧性与透明度。 该基金的十月平均估值仍较初始配置高出 147%，再次印证了该全景交易所有能力在不可预测的环境下保障用户资产的安全性。 该保护基金提供了一个可独立验证的安全保障机制，旨在保障用户免受异常市场事件的影响。 基金估值依据当前市场状况及持仓情况每日更新，确保用户能随时全面掌握可用的保障额度 ...

美国商品期货交易委员会（CFTC）将允许使用比特币、以太坊以及与USDC作为衍生品交易的抵押品，将加密货币更深入引入衍生品交易领域这一美国金融体系的关键环节。这个试点项目以两份工作人员咨询文件和一份发给 Coinbase的无异议函的形式发布，适用于期货经纪商、掉期市场参与者和清算机构。🗒️上周CFTC代理主席宣布，受CFTC监管的交易所能在衍生品交易所交易现货加密货币，突破了CFTC通常仅能监管衍生品产品而非基础资产的限制。 ...

Group 1 - The CFTC has decided to allow the use of Bitcoin, Ethereum, and USDC as collateral for derivatives trading, integrating cryptocurrencies deeper into the U.S. financial system [1] - This initiative is launched as a pilot program and includes guidelines for futures brokers, swap market participants, and clearinghouses, with specific requirements for asset segregation, reporting, and monitoring [1] - Tokenized assets, which represent real-world or financial assets on a blockchain, are expected to enhance liquidity and facilitate fractional ownership, potentially easing access for foreign investors to the U.S. market [1] Group 2 - The acting chair Caroline Pham announced that exchanges regulated by the CFTC can begin trading spot cryptocurrencies on derivatives exchanges, expanding the regulatory scope of the CFTC [2]

数字资产ETP上周净流入7.16亿美元 据CoinShares最新周报数据，截至12月6日当周，数字资产ETP录得7.16亿美元资金净流入，推动管理资产总额升至1800亿美元。资金主要流入美国（4.83 亿美元）、德国（9690万美元）和加拿大（8070万美元）。比特币吸引3.52亿美元，XRP录得2.45亿美元，Chainlink流入5280万美元创历史新高，占其管 理资产54%。做空比特币产品大幅流出，显示市场看空情绪减弱。 2 12月可能是近期加密市场的转折点，大幅上涨几率远大于再次下跌 据CoinDesk报道，K33 Research分析师Vetle Lunde表示，12月可能是近期加密市场的转折点，结构性上涨空间正在形成，比特币目前估值更多地反映市场 恐慌情绪，而非基本面因素，市场大幅上涨的几率远大于再次下跌80%的几率，12月或有大胆建仓良机。K33认为市场对遥远的威胁反应过度，诸如量子 计算风险、Strategy (MSTR) 可能抛售比特币等，然而忽略了近期的强势信号，诸如包括可能允许在401(k)退休账户中使用加密货币，以及美联储转向支持 加密货币。 3 链上货币市场LayerBank完成2 ...

避险神话碎了比特币成风险放大器 文 |无言 比特币直接跌破8万关口！这可是七个月来的最低位，80553美元的价格让不少玩家傻了眼。 短短六周时间，全球加密货币市场就没了1.2万亿美元市值，这数字比好多G20国家一年的GDP还多。 12月1日当天，全网爆仓接近10亿美元，27万多投资者被市场无情清算，以太坊等主流币种跟着跳水， 跌幅都超7%，市场上的恐慌情绪简直藏不住。 之前总有人把比特币吹成"数字黄金"，说它能独立于传统金融体系，扛住通胀和地缘风险。 本来想这说法多少有点道理，后来发现完全是自欺欺人。 2025年下半年这波下跌，直接把"避险资产"的神话戳破了。 比特币现在根本不是避风港，反倒成了风险放大器。 全球风险资产都在抛，它跌得最狠。这背后核心就是流动性收紧了。 市场之前都盼着美联储降息，结果美国经济数据挺顽强，通胀也没降下来，政策只能保持鹰派。 风险资产都靠流动性撑着，这一下直接被打懵了。 更有意思的是，比特币跟科技股的联动越来越紧密。 纳斯达克指数一跌，它准跟着往下走。 英伟达、微软这些科技巨头回调，加密货币就得遭更大幅度抛售。 说白了，比特币现在更像加了杠杆的科技指数。 之前还有人说它能对冲传统市 ...

中国互联网金融协会、中国银行业协会、中国证券业协会等七家协会近日联合发布风险提示，再次敲响 了虚拟货币监管警钟。提示明确表示，虚拟货币不能作为货币在我国境内流通使用，我国金融管理部门 未批准任何现实世界资产代币化活动。业内人士提示，在相关部门进一步严格监管的同时，投资者要增 强风险意识，不参与虚拟货币交易炒作活动，千万别轻信虚拟货币的"造富神话"。 社交平台刮起炒币"种草"风 虚拟货币投资近年来热度不断攀升，但其背后伴随着极高的风险，"一晚上账户缩水一半""交易平台突 然无法登录""稳定币不再稳定"等让虚拟货币投资者苦不堪言。 今年以来，虚拟货币市场暗流涌动，相关投机炒作活动有所抬头。记者发现，仍有币圈玩家通过社交平 台招揽新用户，并以高收益为噱头，引导用户下载相关App并参与虚拟货币炒作。 小红书、微博等社交平台刮起一股炒币"种草"风。多名"神秘"博主宣称在"币圈"获利颇丰，晒出的收益 截图十分诱人。11月底，一位IP显示为中国香港的博主展示了比特币对美元的永续合约收益，回报率高 达230.4%，盈利约130.95万美元，并写道"这次的跟4月份相比差了一些"。帖子下方，不少网友留言"怎 么玩，求带""带我吗 ...

北京时间12月8日晚，美股三大指数高开后翻绿，中概股逆势上涨，黄金白银全线飘绿，比特币短线走 高升破91000美元。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 47827.57 | 23548.01 | 6854.17 | | -127.42 -0.27% -30.12 -0.13% -16.23 -0.24% | | | | 中国金龙 | 纳指100期货 | 标普500期货 | | 7847.63 | 25746.00 | 6870.00 | | +16.21 +0.21% +14.00 +0.05% -8.25 -0.12% | | | 记者丨刘雪莹 吴斌 编辑丨曾静娇 中概股逆势上涨，中国金龙指数涨约0.3%，虎牙涨近8%，大全新能源涨6.4%，百度集团涨超3%。下跌 方面，泡泡玛特美股跌约8%。（） | 名称 | 现价 | 涨跌幅 ▼ | | --- | --- | --- | | METALPHA TECHNOLOGY | 3.110 | 9.51% | | NEXT TECHNOLOGY | 7.790 | 8.04% | | 虎牙 | 3.205 ...

Core Insights - The latest National Security Strategy (NSS) report from the Trump administration notably omits any mention of cryptocurrencies and blockchain technology, contrasting sharply with previous pro-crypto statements from the President [1][4][11] - This silence has led to significant market reactions, including a drop in Bitcoin prices, indicating a negative sentiment in the crypto community regarding the lack of strategic endorsement from the highest levels of government [1][9] Policy Actions - The Trump administration had previously taken steps to create a favorable environment for cryptocurrencies, including signing executive orders to roll back strict regulations and promoting the first federal stablecoin regulation bill, the GENIUS Act [4] - A "Presidential Digital Asset Market Working Group" was established to coordinate regulatory efforts across departments, and an executive order was signed to prohibit the issuance of any form of Central Bank Digital Currency (CBDC) [4] - The administration announced the establishment of a "Bitcoin National Strategic Reserve," symbolizing a commitment to the cryptocurrency sector, although the assets were sourced from government seizures rather than new purchases [4] Strategic Focus - The NSS report emphasizes the importance of artificial intelligence (AI), biotechnology, and quantum computing as core national interests, while cryptocurrencies are relegated to a financial asset category rather than a strategic technology [5][6] - The report suggests that the administration views cryptocurrencies primarily as financial instruments rather than tools that could enhance national competitiveness [5][6] Market Reactions - Following the NSS release, Bitcoin's price fell below $90,000, driven by market fears regarding the implications of the report and its perceived negative signals about the future of cryptocurrency policy [9][10] - Analysts interpreted the NSS's call for NATO allies to increase defense spending from 2% to 5% of GDP as a potential driver of increased government borrowing, which could lead to higher inflation and prolonged high interest rates, further impacting the crypto market [9][10] Implications for the Crypto Industry - The omission of cryptocurrencies from the NSS may not be entirely negative; it could represent a form of "strategic ambiguity" that allows the crypto sector to evolve without stringent military-level scrutiny and regulation [10] - This "silence" may provide a buffer for the crypto industry, allowing it to continue its growth as a financial innovation rather than being entangled in geopolitical tensions [10][11] Conclusion - The NSS's lack of reference to cryptocurrencies highlights a disconnect between political rhetoric and actual strategic priorities, signaling that the crypto sector has not yet entered the core of U.S. national security considerations [11] - Investors are cautioned that reliance on political figures' promises may no longer suffice, as the fate of crypto assets increasingly aligns with broader macroeconomic trends and geopolitical developments [11]