来源：市场资讯 据路透社，英国金融行为监管局（FCA）周二启动了一项覆盖范围广泛的公众咨询，就拟议中的加密行 业新监管规则征求意见。FCA 表示，其拟议规则将涵盖加密资产上市制度、内幕交易与市场操纵防范 措施、加密交易平台的运营标准以及经纪商相关规则。FCA 将在 2026 年 2 月 12 日前征求反馈，并计 划于 2026 年底前敲定完整加密监管体系。FCA 同时披露调查数据显示，过去一年英国成年人持有加密 资产的比例已从 12% 降至 8%。 （来源：吴说） ...

Core Points - The Federal Reserve has officially closed the "Novel Activities Supervision Program," which was designed to regulate banks' activities in the cryptocurrency and fintech sectors, and will now integrate this oversight into standard banking regulations [1][2] - The closure of the program follows a deeper understanding of the risks associated with cryptocurrency activities, particularly after the collapse of three banks closely tied to the crypto industry [2][3] - The recent actions by the Federal Reserve signal a trend of increasing acceptance of the cryptocurrency industry by U.S. regulators, moving away from previous stringent requirements [4] Regulatory Changes - The "Novel Activities Supervision Program" was established to enhance oversight of banks' involvement in digital assets and blockchain technology, focusing on areas such as crypto asset custody and stablecoin issuance [3] - The latest regulatory changes simplify compliance processes for banks engaging in cryptocurrency activities, while core regulatory principles like anti-money laundering and consumer protection remain unchanged [3] Market Sentiment - Financial markets are highly anticipating a potential interest rate cut by the Federal Reserve, with a 92% probability of a 25 basis point reduction in September [6][7] - Recent inflation data has created uncertainty among Federal Reserve officials regarding the timing and extent of future rate cuts, with some officials suggesting a cautious approach [6][7]