金融科技初创企业Checkbook最初以助力银行淘汰纸质支票为目标，而后转型为一家国际支付公司。该 公司借助与摩根大通的合作关系，为各类客户打通了接入美国金融体系的渠道。 摩根大通近期告知 Checkbook，决定终止双方合作关系。原因在于为部分客户提供服务存在监管风险， 这些客户中包括委内瑞拉加密货币初创企业。此外，Checkbook 于上周宣布更换首席执行官。该公司创 始人兼原首席执行官在去年秋季被停职，同期公司发现其财务总账可能存在对账问题。 核心要点 摩根大通于 2021 年对 Checkbook 进行投资，如今已将该公司从其运营的支付网络中移除，同时在官网 列出的十余家 "战略投资企业" 名单里，删除了所有与 Checkbook 相关的内容。 Checkbook 暴露出的一系列问题，凸显出银行与金融中介机构合作时面临的潜在风险。这类金融中介会 为加密货币企业、全球支付公司等高速发展的主体提供渠道，使其借助银行技术对接传统金融体系。 此次摩根大通与 Checkbook 合作关系恶化之前，该行已与多家参投的金融科技公司爆发合作危机，例 如以 1.75 亿美元收购的欺诈性大学生助学贷款初创企业 Frank ...

（文章来源：每日经济新闻） 每经AI快讯，1月21日，比特币升破90000美元，日内涨1.79%。 ...

Core Insights - Interactive Brokers (IBKR.US) reported better-than-expected earnings for Q4 2025, driven by strong customer trading volume and interest income, showcasing operational resilience in a volatile market environment [1][2] Financial Performance - Total net revenue reached $1.64 billion, in line with market consensus, and up from $1.61 billion in the previous quarter and $1.39 billion year-over-year [1] - Adjusted earnings per share (EPS) were $0.65, exceeding the market expectation of $0.59, and significantly higher than $0.57 in Q3 and $0.35 in the same quarter last year [1] Operational Metrics - Daily Average Revenue Trades (DARTs) increased by 30% year-over-year to 4.04 million, also higher than 3.62 million in Q3 [2] - Commission income rose by 22% to $582 million, driven by increased customer trading volume, with options, futures, and stock trading volumes growing by 27%, 22%, and 16% respectively [2] - Net interest income remained stable at $966 million, nearly unchanged from Q3 ($967 million) and significantly up from $807 million year-over-year [2] Customer Growth - Total customer accounts grew to 4.4 million, up from 4.13 million in the previous quarter and 3.34 million year-over-year [2] Cost Management - Execution, clearing, and distribution expenses for Q4 were $91 million, a 21% decrease year-over-year and slightly lower than the previous quarter [3] Strategic Initiatives - The company is expanding its cryptocurrency and prediction market product offerings, recently allowing customers to fund their brokerage accounts using USDC stablecoin, enhancing transaction speed and flexibility [3] - As of the beginning of December, customer accounts reached 4.399 million, a 32% year-over-year increase, with daily average revenue trades at 3.384 million, up 4% year-over-year but down 21% from November [3]

Group 1 - The decline in Bitcoin prices has negatively impacted cryptocurrency-related stocks, with significant drops observed in companies like Strategy, SharpLink Gaming, and MARA Holdings, which fell more than the broader market [1][2] - Bitcoin's price fell below $90,000, reaching a low of $89,281, while Ethereum dropped below $3,000, leading to increased trading activity with a 14% rise in Bitcoin's 24-hour trading volume to $68.6 billion [1] - The market is also reacting to geopolitical uncertainties, particularly related to tariffs proposed by former President Trump, which adds pressure to the already volatile environment [2] Group 2 - Strategy announced a $2.1 billion investment in Bitcoin but still saw its stock price drop over 6% to close at $160.23 [2] - SharpLink Gaming's stock fell by 9.59% to $9.945, despite holding approximately $2.4 billion in Ethereum, which the CEO described as "permanent capital" [2] - MARA Holdings experienced an 8.71% decline in stock price to $10.37, despite plans to supply natural gas for its Texas data center [2] Group 3 - Analysts suggest that the drop in Bitcoin prices tends to have a more significant impact on mining companies' stock prices, indicating that the current decline may not signal a "free-fall" but rather a consolidation phase [3] - The psychological support level at $90,000 is crucial, as failure to maintain this level could lead to a potential test of the $85,000 mark [3]

Core Viewpoint - Bitcoin has fallen below $91,000, experiencing a daily decline of over 2% [1] Group 1: Cryptocurrency Market Impact - Cryptocurrency-related stocks have collectively declined, with Bit Origin dropping nearly 33% and hitting a trading halt [1] - MARA Holdings and Bitfarms both fell by over 9% [1] - Strategy saw a decline of over 8%, while Bit Digital and Riot Platforms dropped nearly 7% [1] - Canaan Creative (嘉楠科技) experienced a decline of over 6% [1] - TeraWulf and Circle both fell by over 4% [1]

Axi 扩大法币结算型加密货币永续期货的交易渠道悉尼, Jan. 20, 2026 (GLOBE NEWSWIRE) -- 随着数字资产市场环境不断演变，交易者持续青睐灵活且高流动性的产品，加密货币永续期货正逐步成为 2026 年初最具代表性的交易工具之一。 年初交易数据显示，加密货币永续期货（简称“永续合约”）依旧位列全球交易最活跃的加密衍生品行列。 这类产品持续受到散户和专业交易者青睐，其吸引力在于无固定到期日、深度流动性以及全天候交易准入。 如今，永续期货在加密货币衍生品总交易量中占据重要份额，进一步巩固了其核心交易工具的地位。 与此同时，交易者愈发关注那些在结构化交易环境中提供透明定价、稳健执行及多资产类别交易渠道的平台。 在此背景下，Axi 表示其加密货币永续期货产品的用户活跃度持续上升，交易者越来越倾向于将加密货币投资与外汇、指数、大宗商品及股票交易相结合。 与众多专注加密货币的交易平台不同，Axi 在受监管的交易环境下提供法币结算型加密货币永续期货交易服务，无需稳定币兑换，并可通过单一平台实现更清晰的账户管理及跨市场资产配置。 Axi 新业务负责人 Stuart Cooke 表示：“2026 年 ...

该行将OSL集团全年收入预测下调至约5.6亿港元。不过，该行对OSL集团2026年度增长保持乐观，因 其收购项目Banxa的整合进度略早于预期，估计将于2026年度贡献约1.1亿港元收入。同时，公司的支付 业务持续增长和新的交易产品推出利好。整体而言，该行预期OSL集团2026年度收入约为10亿港元，较 原先预期的12亿元低。 星展发布研报称，OSL集团(00863)作为加密货币交易所，收入和股价表现与比特币价格相关，而比特 币在第四季下跌24%，该行料将对OSL的交易量及收入造成负面影响。该行预期OSL集团将被纳入"港 股通";对其目标价维持20港元不变，评级下调至持有，主要由于关键利好因素已大致反映，而去年第四 季交易表现带来的短期阴霾仍然存在。另预期公司于2024至2026财年的收入年均复合增长率约为64%， 相对于原预期为77%。 ...

该行将OSL集团全年收入预测下调至约5.6亿港元。不过，该行对OSL集团2026年度增长保持乐观，因 其收购项目Banxa的整合进度略早于预期，估计将于2026年度贡献约1.1亿港元收入。同时，公司的支付 业务持续增长和新的交易产品推出利好。整体而言，该行预期OSL集团2026年度收入约为10亿港元，较 原先预期的12亿元低。 智通财经APP获悉，星展发布研报称，OSL集团(00863)作为加密货币交易所，收入和股价表现与比特币 价格相关，而比特币在第四季下跌24%，该行料将对OSL的交易量及收入造成负面影响。该行预期OSL 集团将被纳入"港股通"; 对其目标价维持20港元不变，评级下调至持有，主要由于关键利好因素已大致 反映，而去年第四季交易表现带来的短期阴霾仍然存在。另预期公司于2024至2026财年的收入年均复合 增长率约为64%，相对于原预期为77%。 ...

吴说获悉，据 ABS-CBN 报道，菲律宾帕西市警方于 1 月 16 日在一处公寓内成功解救一名被绑架的中 国籍男子，并当场逮捕两名中国籍嫌疑人。行动源于受害者朋友收到求救信息后报警，信息称受害者被 4 名持刀中国人看守，并已被迫通过加密货币转账大额资金。尽管受害者已被迫转账约 40 万美元加密 货币并另行支付 1.4 万美元，嫌疑人仍持续索要更多钱款，并威胁若不付款将贩卖其内脏或将其转卖至 其他国家。 （来源：吴说） ...

星展发布研报称，OSL集团作为加密货币交易所，收入和股价表现与比特币价格相关，而比特币在第四 季下跌24%，该行料将对OSL的交易量及收入造成负面影响。因此，将OSL集团全年收入预测下调至约 5.6亿元。不过，该行对OSL集团2026年度增长保持乐观，因其收购项目Banxa的整合进度略早于预期， 估计将于2026年度贡献约1.1亿元收入。同时，公司的支付业务持续增长和新的交易产品推出利好。 OSL集团(00863)跌超5%，截至发稿，跌4.53%，报17.48港元，成交额1593.18万港元。 消息面上，在美国总统特朗普宣布拟对八个欧洲国家加征新关税后，避险需求升温令风险资产普遍承 压，加密货币市场随之遭遇重挫。1月19日晚，加密货币集体大跌，比特币价格一度跌逾3%，跌破 92000美元。这也打断了今年年初以来的加密货币反弹节奏。 ...