美国证券交易委员会（SEC）主席 Paul Atkins 表示，SEC 正试图弥补此前在加密监管上的"重大错失机 会"。他批评前任主席 Gary Gensler 任内未能适应行业创新。Atkins 指出，在特朗普政府上任后，SEC 已转向更为友好的监管立场，包括成立加密专项工作组、撤回多起执法案件，并推进"Project Crypto"以 更新监管框架。他强调，尽管个别加密资产价格或有涨跌，但更看好分布式账本技术在支付清算与结算 系统中的潜力。（The Block） 来源：市场资讯 （来源：吴说） ...

（来源：吴说） 据 Interfax，俄罗斯央行表示，境外加密交易所和兑换平台可通过在俄注册子公司形式，在俄市场依法 开展业务。俄罗斯央行金融市场战略发展部主任叶卡捷琳娜·洛兹加切娃（Ekaterina Lozgacheva）称， 相关规则将写入即将制定的加密监管法案。根据此前提交的监管框架，数字货币与稳定币将被认定 为"货币价值"，可买卖但不得在俄境内作为支付手段使用。 ...

吴说获悉，SEC 主席 Paul S. Atkins 在 ETHDenver 发布的演讲，SEC 未来数周至数月将推进多项加密相 关监管工作，包括与 CFTC 共同推进 Project Crypto 研究"投资合约"框架、提出支持加密资产融资的规 则制定提案、通过 no-action / 豁免令进一步澄清钱包与用户界面等是否需按《证券交易法》注册、推进 经纪商托管非证券类加密资产（含支付型稳定币）的规则制定、以及推动过户代理现代化规则以适配区 块链在记录保存中的角色等。 来源：市场资讯 （来源：吴说） ...

据 Cointelegraph，Wyoming 联邦参议员 Cynthia Lummis 表示，Kraken 将为该州新生儿开立的 "Trump Accounts" 提供资金支持；Kraken 联席 CEO Dave Ripley 称，公司选择在怀俄明设立总部，原因是该州 在加密监管上"审慎、负责"，希望回馈本地社区。 （来源：吴说） ...

来源：市场资讯 美联储主席 Jerome Powell 表示，近期外界更多询问是否存在一种情形，使美联储下一步政策行动从降 息转为加息。他指出，虽然美联储不希望事先排除任何可能性，但"下一步是加息"并不在任何人的基准 预期之中。 2.美国至 1 月 24 日当周初请失业金人数 20.9 万人，预期 20.5 万人 美国至 1 月 24 日当周初请失业金人数 20.9 万人，预期 20.5 万人，前值由 20 万人修正为 21 万人。 3.SEC 明确：第三方代币化证券或需注册，并可能适用证券型掉期监管 SEC 明确将代币化证券划分为两类：一是发行人主导的代币化证券，由发行人或其授权方直接将证券 以加密资产形式发行或记录，其法律属性、注册与信息披露义务与传统证券一致，上链形式不影响证券 法适用；二是第三方主导的代币化证券，由与发行人无关的机构进行代币化，主要包括托管型代币化证 券（代币代表对托管标的证券的间接权益）和合成型代币化证券（仅提供价格敞口、不赋予任何底层证 券权利，在法律上可能被认定为证券型掉期）。SEC 强调，第三方代币化产品可能引入额外对手方和 破产风险，并在部分情况下适用更严格的证券型掉期监管规 ...

据 Decrypt 报道，澳大利亚公司与金融服务监管机构 ASIC 在最新《Key Issues Outlook》中将加密行业 监管空白列为 2026 年关键风险之一，称部分加密、支付与 AI 公司游走于监管边缘，可能向消费者提 供无牌建议或误导性服务，并加大执法难度。ASIC 指出，除部分业务确实处于现行规则覆盖之外，也 有机构"主动寻求留在监管之外"，导致市场对监管边界的不确定性上升。 （来源：吴说） ...

Core Viewpoint - The Indian Financial Intelligence Unit (FIU) has mandated stricter KYC (Know Your Customer) requirements for cryptocurrency exchanges, emphasizing enhanced due diligence and reporting measures [1] Regulatory Changes - Cryptocurrency exchanges are now required to implement live selfie verification for users, along with recording location, time, and IP address, and providing multiple forms of identification [1] - High-risk customers must undergo enhanced due diligence every six months [1] - The new regulations prohibit Initial Coin Offerings (ICOs), Initial Token Offerings (ITOs), and the use of mixers, which are tools for obfuscating transactions [1] Compliance and Reporting - Platforms must register with the FIU, report suspicious transactions, and retain data for five years [1] - India continues to classify crypto assets as Virtual Digital Assets (VDAs), allowing trading but prohibiting their use as payment methods [1]

Core Viewpoint - The article outlines key regulatory milestones for the U.S. cryptocurrency market in 2026, highlighting potential impacts on the industry and market dynamics. Regulatory Timeline - In January, the Senate is expected to advance hearings on market structure legislation, potentially introducing an SEC "innovation exemption" mechanism [1] - In May, the term of Federal Reserve Chairman Jerome Powell will end, with the possibility of Trump appointing a more accommodative figure, which could influence the risk asset environment [1] - In July, California's Digital Financial Assets Law will come into effect, requiring industry participants to operate under a licensing regime [1] - By mid-July, the regulatory details related to the Genius Act, covering licensing, custody, and AML (Anti-Money Laundering) rules, are expected to be published [1] - In August, there may be advancements in cryptocurrency tax legislation and the completion of CFTC (Commodity Futures Trading Commission) blockchain market rules [1] - The U.S. midterm elections on November 3 could represent a significant policy variable, as a shift in Congress may alter the current "crypto-friendly window" [1]

Core Viewpoint - The retirement of Cicely LaMothe, the Deputy Director of the Financial Department at the SEC, marks a significant change in the regulatory landscape for cryptocurrencies, particularly in the context of memecoins and staking regulations [1] Group 1: Regulatory Changes - Cicely LaMothe has been instrumental in advancing key cryptocurrency regulatory policies during her tenure at the SEC [1] - Under her leadership, the SEC clarified that memecoins do not fall under the definition of securities [1] - LaMothe also provided guidance on the regulatory stance regarding staking, which has been a critical area of focus for the SEC [1]

Core Viewpoint - The World Federation of Exchanges (WFE) has expressed concerns to the U.S. Securities and Exchange Commission (SEC) regarding the potential issuance of regulatory "exemptions" to cryptocurrency companies for the sale of "tokenized stocks," warning that this could undermine investor protection and market integrity [1] Group 1 - The WFE cautioned that granting exemptions to companies attempting to circumvent long-standing regulatory principles could weaken market protections [1] - The organization emphasized that the SEC should compete on the same rules with cryptocurrency platforms rather than providing them with special exemptions [1]