（来源：吴说） 区块链基础设施公司 Zerohash 正在洽谈以 15 亿美元估值融资 2.5 亿美元。消息称，该公司近期已退出 与万事达卡（Mastercard） 的收购谈判，选择保持独立，但万事达卡仍在考虑对 Zerohash 进行战略投 资。Zerohash 成立于 2017 年，向金融机构和金融科技公司提供加密资产、稳定币及代币化相关的 API 与开发工具，客户包括 Interactive Brokers、Stripe、贝莱德 BUIDL 基金、富兰克林邓普顿等。 （CoinDesk） ...

（来源：吴说） 吴说获悉，Coinbase 首席执行官 Brian Armstrong 发文表示，在达沃斯世界经济论坛期间，"代币化"成 为各界热议焦点，已从稳定币扩展至几乎所有资产类别，多家《财富》500 强企业正积极布局，预计 2026 年将取得重要进展。他称，在会见的银行首席执行官中，大多数对加密货币持积极态度并将其视 为发展机遇，尽管仍有部分机构尚未完全接受；其中一位来自全球前十大银行之一的 CEO 向其表示， 加密货币已成为该行的首要关注方向，被视为关乎其长期生存与竞争力的核心议题。 ...

Group 1: Regulatory Developments - Vietnam has officially launched a pilot program for licensing cryptocurrency trading platforms, requiring local companies to have a minimum capital of 100 billion VND [1] - The New York Stock Exchange (NYSE) is developing a tokenized securities trading and on-chain settlement platform, aiming for regulatory approval to support 24/7 trading and stablecoin-based settlements [1] - The American Bankers Association (ABA) has prioritized the restriction of interest-bearing stablecoins as a key policy issue for 2026, citing concerns over their impact on community bank deposits [2] - President Trump has indicated that cryptocurrency legislation is a significant agenda item, with Congress working on broader market structure legislation [3] Group 2: Market Trends and Insights - PwC's report indicates that institutional adoption of cryptocurrency has reached a point of no return, with a shift in focus from usage to integration within existing financial systems [6] - Ethereum co-founder Vitalik Buterin predicts that 2026 will be a year for reclaiming computational self-sovereignty, emphasizing the need to reduce reliance on centralized services [5][6] - Robert Kiyosaki expresses indifference to short-term price fluctuations of gold, silver, Bitcoin, and Ethereum, focusing instead on long-term monetary trends amid rising U.S. debt [8] Group 3: Financial Activities - Strategy has announced the purchase of 22,305 BTC for approximately $2.13 billion, with an average price of about $95,284 per coin, bringing their total holdings to 709,715 BTC [7] - Cork has completed a $5.5 million seed round financing, led by a16z and CSX [9] - Argentine fintech company Pomelo has raised $55 million in a C round financing [9] - Dutch crypto platform Finst has announced an €8 million A round financing [9] - Warden Protocol has completed a $4 million strategic financing, achieving a valuation of $200 million [9] - Bitcoin payment and gaming infrastructure company ZBD has raised $40 million in a C round financing [9] - Fintech and tokenization company Superstate has completed an $82.5 million B round financing [9]

Core Insights - IOTA's strategic focus has shifted from speculative cryptocurrency to building infrastructure for the $35 trillion global trade market [1] Group 1: Strategic Shift - IOTA aims to address inefficiencies in traditional trade by vertically integrating digital identity, real-world assets (RWA), and trade finance [1] Group 2: Implementation and Partnerships - The IOTA-based TWIN network has been implemented in Kenya and the UK, and is collaborating with the World Economic Forum to advance the African digital trade initiative ADAPT [1] Group 3: Technological Upgrades - With the Rebased upgrade, IOTA has introduced a token deflation mechanism and is focused on the tokenization of commodities and trade receivables [1]

Group 1: Space Tourism - ChuanYueZhe Company has booked over 20 space tourists and plans to achieve its first manned flight by 2028 [1] - The first batch of space tourists includes notable figures such as Li Lihua, Qiu Heng, Wang Jing, and Fu Zhekuan, along with a silicon-based life form [1] Group 2: Monetary Policy - The People's Bank of China, led by Governor Pan Gongsheng, indicates that there is still room for interest rate cuts and reserve requirement ratio reductions in 2026 [2] - The central bank aims to maintain a stable economic growth environment and ensure that monetary policy supports the "14th Five-Year Plan" [2] Group 3: Gold Price Forecast - Goldman Sachs has raised its gold price target for December 2026 from $4,900 to $5,400 per ounce, citing increased diversification into gold by the private sector as a hedge against global uncertainties [2] Group 4: Semiconductor Industry - ASMPT announced the divestiture of its SMT business to focus on its core semiconductor sector, which is seen as a move to clarify the value of its semiconductor assets [2] Group 5: Autonomous Vehicles - CaoCao Mobility plans to deploy 100,000 fully customized Robotaxis by 2030, with pilot operations already underway for its second-generation Robotaxi [3] Group 6: Cryptocurrency and AI - BitGo Holdings raised $212.8 million in its IPO, setting a precedent for digital asset companies in 2026 [4][5] - Binance founder Zhao Changpeng expressed optimism about the future of tokenization, payments, and AI, predicting that cryptocurrencies will become the native currency for AI agents [6] Group 7: Health Insurance - Nine Chinese departments, including the Ministry of Commerce, are promoting the development of commercial health insurance products tailored for the pharmaceutical retail sector [7] Group 8: International Relations - The Chinese Ministry of Foreign Affairs expressed serious concerns over the EU's classification of certain Chinese companies as high-risk suppliers, emphasizing the importance of fair treatment in international trade [8] Group 9: AI Regulation - South Korea's AI Basic Law, effective January 22, aims to support the healthy development of the AI industry while mitigating potential risks associated with AI technologies [9]

Core Insights - The founder of Binance, Zhao Changpeng (CZ), stated that blockchain technology has a transformative impact on financial services and the global economy, a significance proven over the past 15 to 16 years [1][2] - Binance currently has 300 million users, with trading volumes surpassing those of the Shanghai Stock Exchange and the New York Stock Exchange [1][2] Industry Developments - The cryptocurrency industry has two mature sectors: exchanges and stablecoins [1][2] - Future growth is anticipated in three key areas: 1. Tokenization, with discussions ongoing with approximately 12 governments to tokenize assets for economic benefits [1][2] 2. Payments, as cryptocurrency integrates with traditional payment methods, leading to significant growth in payment services [1][2] 3. AI, where cryptocurrency is expected to become the native currency for AI agents, facilitating direct use in real payment needs [1][2]

1月19日，纽约证券交易所宣布，正在开发一个基于区块链技术的"代币化证券"交易平台，旨在实现股票的"7X24小时"全天候交易。接受记者采访的专家认 为，纽交所此举既是一项具有象征意义的行业事件，也是传统金融市场基础设施链上化进程中的现实推进。 纽交所公告 在公告中，纽交所表示，将向监管机构寻求批准，以允许企业发行以数字代币形式呈现的证券。不过，目前纽交所并未给出该平台的具体上线时间表，最终 落地仍取决于监管机构的"绿灯"。 对于投资者而言，该平台最显著的潜在变化在于交易机制的革新。纽交所明确表示，新平台旨在提供7×24小时交易服务。这将彻底改变目前美股市场仅在 工作日开放、并在夜间休市的传统模式，解决了跨时区投资者面临的时间壁垒问题。 此外，对于传统的金融行业惯例采用"T+1"结算制度，即投资者的现金和股票在交易发生后的下一个工作日才会真正完成交割，纽交所新平台也将做出改 变，将利用区块链技术实现即时结算。 HashKey Tokenisation助理合伙人崔晨接受证券时报记者采访时表示，此次纽交所新平台引发市场关注，核心原因不仅是通过代币化技术实现交易时间的延 长，而且它改变了证券市场运行两百余年的惯性，依 ...

Group 1 - Bitcoin broke the resistance level of $95k, reaching a high of nearly $98k, driven by $1.4 billion in ETF inflows and a core CPI of 2.6%, before falling back to $92k due to Trump's tariff announcement, which triggered $850 million in long liquidations [1] - Trump's family wealth is estimated at $6.8 billion, with $1.4 billion in crypto assets accounting for about one-fifth of their total wealth, primarily from various crypto projects and investments [1] Group 2 - The Hong Kong Securities and Futures Professionals Association (HKSFPA) opposes proposed new regulations for virtual asset management, arguing that removing the current 10% crypto asset allocation exemption would impose excessive compliance costs and risks on traditional asset management firms [2] Group 3 - A network engineer named Li Dong is facing charges for operating an illegal gambling site and theft, with significant amounts of Bitcoin involved in the case, including the seizure of over 180 Bitcoin [3] Group 4 - The price of USDT against the Venezuelan bolivar has been declining since January 7, with a cumulative drop of about 40%, returning to levels seen in December 2025, attributed to market overreaction rather than issues with USDT itself [4]

Core Insights - Bitcoin surpassed the $95,000 resistance level on January 19, reaching nearly $98,000, driven by $1.4 billion inflow from ETFs and a moderate core CPI of 2.6% [1] - The price later retraced to $92,000 following Trump's announcement of tariffs on eight countries, accompanied by $850 million in long liquidations, with BTC and ETH accounting for half of this [1] - Upcoming events include Trump's first attendance at Davos in six years, an EU emergency summit on Thursday, and core PCE data on Friday [1] Regulatory Developments - The CLARITY Act is stalled due to disagreements between Coinbase and the White House regarding stablecoin revenue [1] - Goldman Sachs confirmed its exploration of tokenization and stablecoin technology [1] - South Korea has passed a legal framework for tokenized securities, while NYSE is exploring 24/7 trading through tokenization [1]

Core Insights - The New York Stock Exchange (NYSE) is leveraging blockchain technology to create a trading platform for tokenized stocks and exchange-traded funds (ETFs) for 24/7 trading [1][2] - The new digital trading platform is expected to launch later this year, pending regulatory approval [1][2] - NYSE aims to combine its existing matching technology with a private blockchain network to provide real-time trading support for tokenized securities [1][2] Group 1 - Michael Blaugrund, Vice President of Strategic Planning at Intercontinental Exchange, stated that this marks the evolution of NYSE's trading capabilities from trading floors and electronic order books to blockchain technology [1][2] - The new platform is designed to broaden investor participation and create new opportunities for retail investors, particularly in markets funded by stablecoins [1][2] - NYSE is actively communicating with the U.S. Securities and Exchange Commission regarding the operational licensing of the new platform [1][2] Group 2 - The digital trading infrastructure will support real-time fund transfers and settlements, contrasting with the current T+1 settlement mechanism prevalent in the stock market [1][2] - Blaugrund emphasized that the platform meets the growing demand from retail investors who wish to complete a transaction and immediately reinvest the funds [1][2] - NYSE's initiative aims to redefine the core aspects of stock definition, issuance, and settlement, which could determine the integration of tokenization into Wall Street's financial system [1][2]