Bullish是一家由亿万富翁科技投资者彼得・蒂尔支持的加密货币交易所，计划于11月19日发布第三季度 财报。该交易所第二季度调整后营收为5700万美元，较去年同期的6700万美元有所下滑；净利润为 1.083亿美元，而去年同期净亏损1.164亿美元。 方舟投资今年一直在积极调整其加密货币相关持仓。上周四，该公司就曾买入728万美元的Bullish股 份，同时还购入了1556万美元的Circle股票和886万美元的BitMine股票。 根据方舟投资周一的交易报告，方舟创新ETF（ARKK）买入191,195股Bullish股票，方舟下一代互联网 ETF（ARKW）购入56,660股，方舟金融科技创新ETF（ARKF）也增持了29,208股Bullish股份。 此次方舟投资增持之际，Bullish股票在纽约证券交易所走低，周一收盘下跌4.5%，报36.75美元。 来源：环球市场播报 "木头姐"凯西・伍德旗下的方舟投资（Ark Invest）周一通过三只ETF斥资1020万美元买入加密货币交易 所Bullish的股份，持续扩大在加密货币相关领域的持仓敞口。 ...

Wangdaizi(wangdaizi@sohu.com) 国际调查记者联盟11月17日称， 经追踪了数万笔交易，发现主要的加密货币交易平台充斥着黑钱。在币安公司接受法院指定监督员监管期间，至少有价 值4.08亿美元的数字货币从总部位于柬埔寨的金融公司Huione Group流入币安账户。Huione Group被犯罪团伙用来洗钱，这些钱来自人口贩运和大规模诈 骗活动。 币安并非个例。今年2月，另一家全球最大的加密货币交易所OKX在美国承认运营非法汇款机构，并同意聘请法院指定的合规顾问。尽管存在这一监管漏 洞，OKX的客户账户仍然继续收到来自Huione的数亿美元资金，其中包括美国财政部5月份将Huione列为"主要洗钱"目标后，OKX收到的超过1.61亿美元 资金。国际调查记者联盟（ICIJ）的调查发现， 格里芬说："与过去犯罪集团不得不把现金塞进凯迪拉克后备箱的时代相比，加密货币为犯罪分子提供了一个非常高效的金融系统。" 国际调查记者联盟（ICIJ）还发现，财政部认定为墨西哥暴/Li贩毒集团锡那罗亚的一名洗钱者所用的币安账户，其几乎所有资金——超过70万美元——都 来自美国加密货币交易所Coinbase的 ...

Core Viewpoint - Cryptocurrency exchange Gemini has announced that EU customers can now trade tokenized stocks with zero transaction fees starting immediately [1] Group 1 - The introduction of zero-fee trading for tokenized stocks is aimed at enhancing customer engagement and attracting more users in the European market [1] - This move reflects a growing trend among cryptocurrency platforms to diversify their offerings beyond traditional cryptocurrencies [1]

Core Viewpoint - Kenya's first cryptocurrency exchange has received approval from the Capital Markets Authority, marking a significant step in the digital finance and virtual assets sector [1] Group 1 - The platform will implement compliance mechanisms such as customer identity verification and anti-money laundering monitoring [1] - This approval allows Kenyan investors to legally trade digital assets that have been sanctioned by regulatory authorities [1] - The Capital Markets Authority emphasized that this license represents an important advancement in the digital finance and virtual assets field, providing new opportunities for attracting technological investment and financial innovation [1]

Group 1: Discovery Bank's Initiative - Discovery Bank will become the first South African lender to integrate cryptocurrency into its mobile platform, allowing customers to trade cryptocurrencies directly within its banking app starting in December [1] - The initiative is in collaboration with London-based cryptocurrency exchange Luno, enabling customers to link existing accounts to Discovery Bank's digital banking app and hold or sell cryptocurrencies like Bitcoin and Ethereum [1] - Discovery Bank achieved its first profit in the second half of the fiscal year ending June 30, 2023, indicating a positive financial trajectory [1] Group 2: Trust Wallet Features - Trust Wallet is recognized for its user-friendly design and extensive asset support, serving as a significant entry point for users into the Web3 ecosystem [3] - The wallet supports over 30,000 tokens under ERC20 and ERC223 standards, allowing users to create wallets easily without account registration, using a simple mnemonic phrase [3] - Trust Wallet includes a DApps section that connects multiple exchanges and blockchain applications, providing a one-stop service for asset management and ecosystem interaction [3] Group 3: XBIT Wallet Overview - XBIT Wallet is a decentralized Web3 wallet that focuses on providing secure and convenient digital asset management services, supporting multi-chain asset management with a single mnemonic phrase [5] - The wallet ensures that private keys and mnemonic phrases are stored locally on the user's device, enhancing user control over their assets [5] - XBIT Wallet collaborates with XBIT decentralized exchange, allowing seamless asset flow and trading without additional asset transfer processes, thus improving operational efficiency [5] Group 4: Industry Trends - The global cryptocurrency sector is moving towards compliance and inclusivity, with Discovery Bank's initiative exemplifying this trend [8] - Trust Wallet and XBIT Wallet are positioned as accessible tools for users to engage with the Web3 ecosystem, each offering unique features tailored to different user needs [8] - The integration of traditional finance with the Web3 ecosystem is expected to create more innovative practices, enhancing user access to diverse and convenient digital asset services [8]

Core Insights - The recent market turmoil has led to a significant number of liquidations, with 197,244 individuals liquidated and a total liquidation amount of $753 million [1][2] - The decline in the stock market and Bitcoin's new lows indicate a challenging environment, with further analysis needed to determine potential support levels and rebound opportunities [1][6] Market Conditions - The recent drop in the market is attributed to a $125 billion U.S. Treasury auction absorbing liquidity and the Federal Reserve's lack of concrete actions regarding balance sheet reduction [3][11] - The stock market's correction, influenced by previous overextensions, has had a negative impact on the cryptocurrency market, which has been following the stock market's downward trend [4][5] Bitcoin Analysis - Bitcoin is currently in a consolidation phase, with a potential support range identified between $93,300 and $98,115, where a rebound is expected [6] - A short-term trading strategy suggests entering positions around $99,600, with a stop-loss below recent lows, while monitoring for potential rebounds above $101,600 [7][10] Ethereum Analysis - Ethereum has not reached new lows, with a recent minimum of approximately $3,154, indicating some support at previous low levels [10] - A trading strategy for Ethereum suggests entering positions in the $3,234 to $3,200 range, with a clear exit strategy if recent lows are breached [10] Market Sentiment - The current market sentiment is characterized by a self-fulfilling pessimism, where declining prices lead to increased fear, uncertainty, and doubt (FUD), making it difficult for the market to recover without significant capital inflows [5][14] - The market is showing signs of reluctance from investors to engage in secondary market activities, indicating a challenging environment for new investments [14]

Cryptocurrency Market Overview - The cryptocurrency market experienced a widespread decline on November 14, with Bitcoin dropping by 2.51%, Ethereum by 5.86%, Ripple by 4.22%, and Dogecoin by 3.84% [1][2]. - In the last 24 hours, nearly 200,000 individuals faced liquidation in the cryptocurrency market [3]. Liquidation and Market Sentiment - The total liquidation in the past 24 hours reached approximately $760 million, with long positions accounting for $600 million and short positions for $150 million [4]. - Over the past month, the sell-off of spot Bitcoin ETFs has amounted to around $2.8 billion, indicating a bearish sentiment in the market [4][5]. - 10X Research noted that the cryptocurrency market is currently in a bear phase, with Bitcoin and most related assets deeply entrenched in this trend [5]. External Economic Factors - The Federal Reserve's stance on interest rates remains cautious, with Cleveland Fed President suggesting that rates should remain stable to combat inflation [7]. - The probability of a 25 basis point rate cut in December is estimated at 51.6%, while the likelihood of maintaining current rates is at 48.4% [8]. - International oil prices have surged, with both NYMEX WTI and ICE Brent crude rising over 2% [5]. Gold Market - International gold prices have also seen an increase, with London gold prices rising above $4,200 [9].

Core Insights - Gemini reported significant revenue growth in Q3, but net losses widened to $159.5 million due to increased marketing and compensation expenses [2][3] - The company aims to balance revenue growth with cost control amidst increasing competition and regulatory pressures in the crypto market [3][5] Financial Performance - Q3 revenue reached $50.6 million, more than double the $24.5 million from the same period last year, while net losses increased from $90.2 million in Q2 [2] - Trading revenue grew 26% to $26.3 million, and service revenue surged 111% to $19.9 million, driven by increased usage of Gemini credit cards, staking, and custody services [2][3] - Operating expenses doubled year-over-year to $171.4 million, with payroll and compensation costs rising to $82.5 million and marketing expenses increasing to $32.9 million [2][3] Market Expansion - Gemini obtained the EU MiCA license in August, allowing it to operate compliant crypto business in the EU, which is expected to significantly expand its potential market size [3] - The company entered the Australian market in October, establishing a local subsidiary to tap into the growing institutional demand for crypto assets [4] Strategic Initiatives - Gemini is developing a "crypto super app" that integrates trading, payments, credit, and prediction functionalities, aiming to enhance operational efficiency and user experience [5] - The company is focusing on diversifying its revenue streams beyond trading income to achieve a more sustainable business model [3][5] Competitive Landscape - Despite strong Q3 revenue growth, Gemini's scale remains small compared to competitors like Coinbase and Kraken, with its quarterly revenue only about 2% of Coinbase's [5] - Analysts express concerns that without expanding its user base and revenue sources, Gemini's valuation and profit expectations may remain under pressure [5] Political Engagement - Gemini's founders have increased political involvement, making significant donations to political action committees, which may influence regulatory support for new financial products [6]

有人说比特币没有价值支撑，却忽略了所有货币的价值都源于共同认知。黄金的价值不在于其工业用 途，纸币的价值不在于其纸张成本，正如比特币的价值在于全球用户对其"去中心化交易媒介"的信任。 泰达币资金费率作为稳定币生态中的关键指标，在泰达币的应用场景中，其动态调整其实是市场自我调 节的机制。当加密货币市场过热时，正向资金费率会促使空头增加，平抑泡沫。当市场低迷时，负向费 率则吸引多头入场。这一过程中，XBIT去中心化交易所通过链上清算保障交易公平，让投资者在利用 资金费率套利时无需担忧中心化平台的信用风险。 币界网11月10日讯，当比特币这类加密货币带着"无实体、无央行背书"的特质出现时，人们的困惑本质 上是一种只存在于网络中的数字凭什么能成为"钱"。答案或许颠覆常识，所有货币本质上都是集体共识 的价值投射，比特币只是戳破了这层伪装。XBIT去中心化交易所作为投资者平衡风险与收益的重要选 择，而泰达币（USDT）作为锚定法定货币的稳定币，其资金费率的波动更直观呈现了加密市场与传统 金融的价值联动。我们总以为钱是真实可触的，是钱包里的纸币，是银行APP上的数字，是能兑换商品 的硬通货。美元、欧元等法定货币，早已不是我 ...

Group 1 - Uniswap Foundation and Uniswap Labs propose a governance plan to initiate a protocol fee mechanism, reduce the total supply of UNI, and implement a UNI burn triggered by protocol usage, aiming to restructure the ecological incentive model [1] - The proposal includes establishing a Uniswap Growth Budget to fund protocol and ecosystem development, while most functions and teams of the Foundation will be merged into Uniswap Labs, with the Foundation ceasing operations after fulfilling approximately $100 million in remaining grant commitments [1] Group 2 - The U.S. Treasury and IRS have released new regulations providing a compliance pathway for crypto exchange-traded products (ETPs), allowing them to stake digital assets and distribute staking rewards to retail investors under certain conditions [1] - The new safe harbor mechanism applies to specific trust structures, requiring trusts to hold only a single type of digital asset and cash, managed by qualified custodians, with SEC-approved liquidity policies to ensure redemption arrangements [1] Group 3 - The Ethereum Foundation's dAI Team is working on a 2026 roadmap to position Ethereum as a decentralized settlement and collaboration base for AI, facilitating interactions of autonomous agents under publicly auditable rules [2] - The dAI Team expresses gratitude towards the expanding community around ERC-8004 and x402 standards, which are becoming neutral norms for "agentic commerce," and seeks input on future support directions for related applications [2] Group 4 - Vitalik Buterin states that zero-knowledge proofs (ZK) alone do not provide coercion resistance and must be combined with trusted parties, multi-party computation (MPC), fully homomorphic encryption (FHE), or trusted execution environments (TEE) to achieve this feature [3] - He emphasizes that a ZK + FHE layered architecture can enhance system security, preserving all privacy attributes except coercion resistance, applicable to various crypto applications [3] Group 5 - The U.S. Senate Agriculture Committee has released a draft bill on crypto market structure, defining concepts like "blockchain" under the Commodity Exchange Act and clarifying the CFTC's regulatory boundaries over spot markets and certain intermediaries [5] - The draft allows for coordination on margin requirements and crypto intermediary regulation, but it remains a preliminary version that needs to be merged with the Banking Committee's version before formal marking and voting, with expectations of several months before a Senate vote [5] Group 6 - Details of a significant money laundering case involving 60,000 bitcoins were revealed during a sentencing hearing in London, highlighting the defendant's elaborate escape plan and the involvement of accomplices [4] - The defendant purchased a total of 194,951 bitcoins and managed to flee China with over 70,000 bitcoins, indicating a well-planned route and the hiring of multiple aides during his escape [4]