吴说获悉，韩国第一大加密交易所 Upbit 将上线 XAUT 韩元、BTC 及 USDT 交易对。XAUT 与符合伦 敦金银市场协会（LBMA）"优质交割"标准的金条按 1:1 锚定。 韩国第二大加密交易所 Bithumb 将上线 XAUT 韩元交易对。 （来源：吴说） ...

（来源：吴说） 吴说获悉，据 Financefeeds，韩国第二大加密交易所 Bithumb 发现，约 260 万个账户中存在 2916 亿韩 元（约 2.018 亿美元）的客户资产长期处于休眠状态，部分账户超过 10 年未有任何活动。该披露源于 一项针对一年以上未登录或交易用户的休眠资产找回行动。Bithumb 表示，单一最大休眠持仓约 284 万 美元，最长不活跃时间达 4380 天（接近 12 年）。交易所称将通知符合条件的用户并协助账户恢复。 ...

Group 1 - The core issue involves a self-directed scam targeting Binance and its executives, where a user falsely claimed to be defrauded by a "Binance executive" and provided fabricated chat and transfer evidence to pressure customer service and public opinion for profit [1] - The investigation revealed that the alleged scam address was likely the user's own, and the chat records were fabricated, with the real Binance executives being unaware of the situation [1] - Binance has committed to publicly exposing such new types of scams to protect user rights and will pursue legal action against malicious fabrication and defamation, while reminding users to be cautious as the platform will not request transfers or fees through unofficial channels [1]

2025年成为超级富豪们创纪录的一年。 据彭博亿万富翁指数显示，全球最富有的500人今年总财富增加 了2.2万亿美元，使其总净资产达到11.9万亿美元的历史新高。 股票和贵金属等多个市场的繁荣共同推 动了这一增长。 科技巨头在这轮财富增长中占据主导地位。受人工智能热潮持续推动美国大型科技股上涨，仅八位亿万 富翁就贡献了全年财富增长的约四分之一。甲骨文公司董事长Larry Ellison、特斯拉首席执行官马斯 克、Alphabet联合创始人Larry Page和亚马逊创始人Jeff Bezos等科技领袖领涨。 财富增长在特朗普于2024年底赢得大选后明显加速，仅在4月因关税担忧导致市场暴跌时短暂受挫，当 时出现了疫情以来最大单日财富蒸发。这一历史性增长反映出全球资本市场在政策预期和技术革新双重 驱动下的强劲表现，为投资者提供了罕见的造富机会。 科技股引领财富狂潮 人工智能热潮继续为美国大型科技股提供动力，成为今年财富增长的核心引擎。不过，尽管八位顶级科 技亿万富翁贡献了约四分之一的总增长，这一比例已较去年的43%明显下降，显示财富增长来源正在扩 散。 甲骨文董事长Larry Ellison以577亿美元的年度增 ...

吴说获悉，币安发布公告，根据近期审核结果，币安将于 2026 年 1 月 2 日 11:00（UTC+8）移除以下 现货交易对并停止交易：ARKM/BNB、BARD/BNB、EGLD/RON、LISTA/FDUSD、SCR/FDUSD 和 ZKC/BNB。 （来源：吴说） ...

Industry Trends - The importance of compliant ETH purchases is increasing due to tightening global regulations on crypto assets, with many regions implementing measures such as exchange licenses and anti-money laundering (AML) protocols [1] - Innovative compliant products like Ethereum spot ETFs have emerged, providing traditional brokers and institutional capital with a pathway into the crypto world, while also expanding investment options for individual investors [2] - User preferences for purchasing channels vary by region, influenced by policies, payment conditions, and privacy needs, leading to a mix of centralized exchanges (CEX), ETFs, and decentralized options [2] Main Purchase Channels - Centralized exchanges (CEX) are the most widely used and compliant option for purchasing Ethereum, offering high liquidity and convenient fiat on-ramps, making them the first choice for most users [3] - Ethereum ETFs launched in 2024 allow traditional investors to participate in the crypto market without facing the complexities of wallets and blockchain technology [5] - Peer-to-peer (P2P) trading platforms cater to users with specific local payment needs, providing a secure environment for transactions with integrated escrow and dispute resolution mechanisms [7] - Ethereum ATMs are available in developed cities, allowing users to purchase ETH with cash or cards, suitable for those valuing anonymity and convenience [9] Purchase Recommendations - For new digital currency users, licensed centralized exchanges are recommended for their simplicity and security [10] - Stock investors can consider Ethereum ETFs to avoid blockchain management complexities [10] - Users with special payment needs or in localized markets should utilize P2P platforms [10] - Ethereum ATMs are suitable for specific scenarios requiring anonymity and cash transactions [10] Summary - The core principles for participating in the Ethereum market in 2025 are compliance and security, with centralized exchanges like Bitget offering a balance of cost-effectiveness, safety, and convenience [11] - Diverse channels such as ETFs and P2P platforms meet the needs of segmented users and special requirements, emphasizing the importance of continuous security awareness for long-term asset growth [11]

International News - The international precious metals market has experienced significant volatility, with spot gold prices dropping by 5.03% on December 29, falling below $4310 per ounce. New York futures gold also fell by 4.93%, dropping below $4330 per ounce [1][14] - On December 30, the market rebounded, with New York futures gold briefly surpassing $4360 per ounce, gaining 0.38% during the day, but later retreated to below $4340 per ounce, ending the day down 0.09% [1][14] - Spot silver showed even more fluctuation, with a daily drop of 10.31% on December 29, falling below $71 per ounce, while New York futures silver dropped by 8.25%, also below $71 per ounce. On December 30, New York futures silver rose by 2.20%, surpassing $72 per ounce [1][14] - Palladium futures also saw a significant decline, dropping by 15.98% on December 29, falling below $1700 per ounce [2][15] Energy Market - U.S. crude oil futures closed at $58.08 per barrel on December 30, an increase of $1.34, representing a 2.36% rise [3][16] - The U.S. Energy Information Administration (EIA) announced a delay in the release of its weekly oil status report, which will be notified at least one hour in advance. Additionally, the EIA reported that U.S. natural gas inventories for the week ending December 19 were at -1660 billion cubic feet, slightly above the expected -1680 billion cubic feet [3][17] Stock Market - The U.S. stock market closed lower on December 29, with the Dow Jones down 0.51%, Nasdaq down 0.5%, and S&P 500 down 0.35%. Tesla fell over 3%, and Nvidia dropped more than 1% [3][17] - The Nasdaq China Golden Dragon Index fell by 0.67%, with companies like 1药网 and 叮咚买菜 seeing declines of over 7% [5][18] Domestic News - The Chinese People's Liberation Army's Eastern Theater Command conducted significant military exercises on December 30, emphasizing a strong stance on national sovereignty and territorial integrity [12][24] - The domestic commodity futures market was affected by international precious metal fluctuations, with gold futures dropping by 4% on December 29, currently at 975.74 yuan, and silver futures down by 8%, currently at 17372.00 yuan [12][24] - In industrial metals, copper futures fell by 4%, currently at 96420.00 yuan, and tin futures dropped by 7%, currently at 318370.00 yuan [13][24]

Core Insights - The cryptocurrency market is experiencing a significant downturn, leading to reduced retail activity and negative sentiment towards crypto exchanges [1][4] - Despite slashing price targets for major crypto platforms like Coinbase, Robinhood, E Toro, and Gemini, the firm maintains buy ratings on these stocks [1] - The sentiment in the crypto market has reached its lowest level since October 2024, indicating a period of extreme disinterest [2][3] Market Sentiment - Current sentiment is characterized by extreme disinterest, which may indicate a potential bottom for crypto prices [3][4] - The negative sentiment has resulted in decreased retail trading activity, which may take up to two quarters to recover even with rising crypto prices [4][5] Future Catalysts - Potential growth for crypto platforms may come from the tokenization of real-world assets and increased adoption of stablecoins, which do not typically experience price volatility [6] - Diversification away from traditional crypto offerings, such as prediction markets, may also benefit platforms in the future [7] Company Performance - Robinhood has emerged as a leading performer in the market, with a 215% increase year-to-date, attributed to its success as a super app offering a variety of products [8][9] - The company's strategy of not focusing solely on one asset but providing a wide range of services has set a benchmark for other crypto platforms [10] - Robinhood's acquisition of Bitstamp has helped mitigate the impact of declining crypto volumes, as Bitstamp caters more to institutional clients [11]

韩国执政党共同民主党院内代表金炳基被指在其儿子于 Bithumb 获得实习岗位后，曾指示团队在国会 "进攻"Upbit 运营方 Dunamu，批评其市场垄断及合规问题。此前其儿子被曝在与 Bithumb 私下会面后 不久获录用。金炳基否认存在利益输送，称仅就 "反垄断原则" 发表意见，未点名 Upbit，并称儿子就业 与其立法行为无关。（DL News） （来源：吴说） ...

Core Insights - Solana DEX's spot trading volume has surged to over $1.7 trillion year-to-date, surpassing Bybit to become the second-largest DEX, only behind Binance [1] - Approximately 22% of Solana DEX's total trading volume is attributed to atomic arbitrage via Jupiter, with projections suggesting that this could rise to 50% as more bundled arbitrage activities are added [1]