（来源：吴说） 吴说获悉，Tether CEO Paolo Ardoino 在 X 平台发文表示，Tether 正在招聘一名首席软件工程师，负责 其移动加密货币（和人工智能驱动）钱包的开发。据悉，钱包技术将由 WDK 和 QVAC 提供支持。随 后 Paolo 发布了一张相关产品内部截图，界面显示内容为创建新钱包功能。 ...

Critics have long argued that memecoin markets are rigged against retail investors. A team of lawyers says it can prove that theory in federal court. Earlier this year, Michael Okafor and other memecoin investors sued executives at Solana Labs, the Solana Foundation, Jito Labs, the Jito Foundation, and Pump.fun. The lawyers alleged they worked together to create an “insider-rigged casino.” In September, some defendants demanded that Judge Colleen McMahon toss the case. Before she could, however, the pla ...

Core Viewpoint - Fundstrat, led by Tom Lee, predicts a significant market correction in the first half of 2026, with target prices for Bitcoin (BTC) at $60,000 - $65,000, Ethereum (ETH) at $1,800 - $2,000, and Solana (SOL) at $50 - $75 [1] Group 1 - Tom Lee stated that Ethereum priced at $3,000 is severely undervalued [1] - Lee previously indicated that Ethereum should reach $15,000 by the end of 2025 [1] - Fundstrat's internal report emphasizes a substantial market correction ahead [1]

（来源：吴说） 美国加密行业游说组织 Blockchain Association 联合 125 家加密机构致信美国参议院，反对在 GENIUS Act 下扩大稳定币收益限制至应用层与第三方平台，称此举将抑制创新并有利于银行体系。该组织认 为，稳定币奖励机制类似信用卡返现，禁止收益分享将削弱稳定币竞争力。（Cointelegraph） ...

Core Insights - The report by Coinbase Institutional titled "2026 Crypto Market Outlook" analyzes the macro environment, regulatory progress, technological evolution, and application trends in the crypto market for 2026 [1] Group 1: Macro Environment - The U.S. economy remains resilient, but uncertainty is still high, with the crypto market environment in the first half of 2026 being more akin to 1996 than 1999 [1] Group 2: Institutional Participation - Coinbase introduces the "DAT 2.0" model, suggesting that institutions will shift from simple asset allocation to more specialized trading, custody, and blockchain space acquisition [1] Group 3: Technology and Applications - As institutional adoption increases, there is a rising demand for privacy technologies such as zero-knowledge proofs and fully homomorphic encryption [1] - The integration of AI with crypto for automated trading, application-specific blockchains, cross-chain interoperability, and tokenized assets (including tokenized stocks) is identified as significant directions [1]

Market Performance - The three major U.S. stock indices experienced mixed results this week, with the Dow Jones down 0.67%, the Nasdaq up 0.48%, and the S&P 500 up 0.11% [1] - At market close, the Dow Jones rose by 183.04 points to 48,134.89, the Nasdaq increased by 301.26 points to 23,307.62, and the S&P 500 gained 59.82 points to 6,834.58 [1] - In European markets, the DAX30 index rose by 92.47 points to 24,289.47, the FTSE 100 increased by 57.15 points to 9,894.92, and the CAC40 index saw a slight increase of 0.74 points to 8,151.38 [1] Cryptocurrency and Commodities - Bitcoin surged over 2.9%, surpassing $88,000, while Ethereum rose over 5%, briefly exceeding $3,000 [3] - Spot gold increased by 0.14% to $4,338.48, and spot silver broke the $67 per ounce mark, reaching a new historical record with a daily increase of 2.38% [3] - WTI crude oil for February delivery rose by 0.9% to settle at $56.52 per barrel, while Brent crude for February delivery increased by 1.1% to $60.47 per barrel [3] Economic Indicators - The U.S. consumer confidence index rose slightly by 1.9 points to 52.9, but remains below expectations, indicating ongoing concerns about affordability [4] - Existing home sales in the U.S. saw a modest increase of 0.5% in November, with an annualized sales rate of 4.13 million units [4] Federal Reserve Insights - Federal Reserve Governor Stephen Milan reiterated the need for interest rate cuts to address employment market risks, advocating for a 50 basis point reduction [5] - The Federal Reserve proposed the establishment of a new payment account to facilitate cryptocurrency integration into the payment system [5] Company News - The U.S. Federal Trade Commission approved NVIDIA's $5 billion investment in Intel, which is seen as significant support for the domestic semiconductor industry [6] - Klarna partnered with Coinbase to incorporate stablecoin financing into its funding sources, aiming to diversify its financing options [7] Analyst Ratings - Citigroup downgraded target prices for some cryptocurrency stocks but maintained a positive outlook on the sector, keeping Circle, Bullish, and Coinbase as preferred stocks [8] - Circle Financial's target price remains at $243, despite its current price of $83.60, while Bullish's target price was adjusted from $77 to $67 [8]

在加密货币和 金融科技公司积极寻求接入中央 银行支付体系的背景下，美联储提议设立一种全新的支 付账户。根据该计划，符合条件的机构可以使用此类账户进行支付的清算与结算。监管机构表示，该账 户将区别于"主账户"（Master Account）。主账户是金融机构梦寐以求的系统，用于获取美联储提供的 各项支付服务。 ...

⑨ 【2027年前苹果折叠屏iPhone或面临缺货困境】天风证券分析师郭明錤透露，用户大概率要等到2027年才能顺利买到。其表示该产品开发进度滞后， 虽预计2026年下半年发布，但2026年底前或面临缺货困境。 每经记者｜宋欣悦 每经编辑｜段炼 高涵 ① 【三大期指涨跌不一】截至发稿，道指期货跌0.08%、标普500指数期货涨0.19%、纳指期货涨0.40%。 ② 【中概股盘前普涨】中概股盘前普涨。截至发稿，阿里巴巴涨1.53%，拼多多涨3.77%，网易涨1.60%，百度涨1.60%。 ③ 【智能驾驶概念股盘前集体走强】智能驾驶概念股盘前集体走强。截至发稿，小鹏汽车涨5.53%，近日有消息称小鹏汽车已在广州市获得L3级自动驾驶 道路测试牌照，并启动常态化的L3道路测试。 ④ 【甲骨文涨超5%】截至发稿，甲骨文盘前涨超5%。消息面上，甲骨文与OpenAI在密歇根州数据中心电力供应获批；此外，有消息称TikTok母公司字 节跳动与包括甲骨文在内的三家投资者签订协议，成立一间美国合资公司。 ⑤ 【耐克跌超10%，Q2净利润跌超三成】截至发稿，耐克盘前跌超10%，报59美元。消息面上，耐克公布2026财年第二季度业绩 ...

Group 1 - Cryptocurrency concept stocks saw a pre-market rally, with Bit Digital rising over 6% and Hut 8 increasing more than 5% [1] - Other companies such as IREN, Strategy, and CleanSpark experienced approximately 4% gains, while Circle, Coinbase, and Riot Platforms rose over 3% [1] - Bitcoin surged over 3%, surpassing the $88,000 mark [1] Group 2 - David Sacks, the White House's AI and cryptocurrency lead, announced that the Senate Banking and Agriculture Committee will review the cryptocurrency market structure bill in January [1]

Core Insights - Tokenization is expected to become a core trend by 2026, with Wall Street accelerating the on-chain transition of traditional assets as regulatory clarity improves [1] - The potential resurgence of ICOs is anticipated as regulatory tolerance increases and compliance conditions improve [1] - The integration of stablecoins, using Ethereum as a banking layer, with DeFi will continue to advance [1] Industry Trends - Speculative trends in robot-related tokens may emerge driven by narrative, although the actual value in the robotics sector is primarily concentrated in private enterprises and large tech companies [1] - Quantum computing advancements will gradually bring quantum security risks into discussions within the cryptocurrency industry [1]