在人类娱乐史的长河中，这也是一种前所未有的创新。 只有种在web3的土壤中，才会生长出可以永续的娱乐作品。 8月16日，社交网络X上一条题为《你敢和我们赌吗》的推文，直接在加密圈炸开了锅。短短三天，点 击量破百万，评论区一片狂欢。大家纷纷留下自己的BSC地址，因为至此每个参加的人有了一个新的身 份：《以太坊》短剧的永久云股东。 从"三环边的破别墅"到"币圈圣地" 为了探个究竟，笔者从香港亲赴剧组。中国大陆福建省福州西南三环边上一幢普通独栋别墅，外头荒草 丛生，怎么看都不像能拍出什么"史诗巨制"的地方。 奇怪的是，这次上热搜的并不是某个币暴涨暴跌，而是一部古装区块链内容有关的短剧——《以太 坊》。 网友之所以热心参与，是因为他们收到了一份来自于剧组全体成员的视频邀约，在视频中，剧组的制 片、导演、所有演员乃至剪辑配音集体视频亮相，郑重承诺免费拿出10%的股份给参与转发评论的网 友。 这在web3行业中极为罕见，因为匿名和去中心化才是以往大家对加密行业的认知，这次他们的实名去 中心化，显然打破了从业玩家的认知边界。来自美国合规交易所Nivex的运营willy认为：这是引发集体 狂欢的一个主要原因。 可一进门，才发 ...

Core Viewpoint - The Federal Reserve has announced the closure of its "Novel Activity Supervision Program" established in 2023, which aimed to enhance the regulation of cryptocurrency activities in the banking sector, reflecting a shift in the U.S. regulatory stance towards the crypto industry [1] Group 1 - The Federal Reserve Board stated that it has deepened its understanding of certain cryptocurrency and fintech activities, as well as the associated risks and banking risk management practices since the initiation of the regulatory program [1] - The knowledge gained from this program will be integrated back into standard regulatory processes, leading to the withdrawal of the regulatory letter that established the program in 2023 [1] - The latest requirements simplify the compliance processes for banks engaging in cryptocurrency activities, while core regulatory principles such as anti-money laundering and consumer protection remain unchanged [1] Group 2 - Prior to this announcement, the crypto industry had accused U.S. regulators of deliberately obstructing their connections with the banking sector [1]

Core Viewpoint - The Federal Reserve has decided to discontinue the regulatory program aimed at overseeing banks' involvement in cryptocurrency activities, reflecting a broader trend among U.S. regulators to embrace the crypto industry [1]. Group 1: Regulatory Changes - The discontinued program, named the "novel activities supervision program," was established to enhance oversight of banks' activities related to digital assets and blockchain technology [1][2]. - This program was initiated during the regional banking crisis in 2023, with the goal of assessing potential risks posed by banks engaging in crypto and fintech activities [1][2]. - The Federal Reserve has indicated that it will reintegrate its knowledge and oversight of these activities into regular regulatory processes, effectively withdrawing the regulatory letter established in 2023 [1]. Group 2: Focus Areas of the Discontinued Program - The program focused on various aspects, including crypto asset custody, loans collateralized by cryptocurrencies, assistance in digital asset trading, issuance of stablecoins and dollar tokens, and projects utilizing distributed ledger technology [2]. - It also covered complex technological collaborations between banks and non-bank entities, particularly those involving API-based service delivery [2]. Group 3: Shift in Regulatory Environment - Since the second term of President Trump, the regulatory environment for digital assets has become more favorable, with the Federal Reserve aligning its stance on crypto policy with other banking regulators [2][3]. - Earlier this year, the Federal Reserve rescinded a prior regulatory guideline requiring banks to obtain government approval before engaging in any crypto business, allowing banks to make independent decisions within existing risk management frameworks [3]. Group 4: Market Reaction - Despite the regulatory changes, there was no significant positive impact on cryptocurrency prices, with Bitcoin down approximately 0.8% and Ethereum down 3.5% [4].

Group 1 - The core viewpoint of the articles highlights Trump's extensive involvement in the cryptocurrency industry, including investments in various projects and a recent $300 million investment in a Bitcoin-related options strategy by Trump Media Technology Group (DJT.US) [1] - Trump Media Technology Group has accumulated approximately $2 billion in Bitcoin and related assets, indicating a significant commitment to the cryptocurrency market [1] - The use of options trading represents a relatively novel approach for companies looking to capitalize on the volatility of cryptocurrency prices, potentially offering high returns but also introducing new risks [1][3] Group 2 - Nic Carter, a partner at Castle Island Ventures, acknowledges Trump's role as an advocate for the cryptocurrency industry while also raising concerns about potential conflicts of interest due to his financial ties to the sector [2] - Trump's wealth has significantly increased due to cryptocurrency investments, with an estimated gain of at least $620 million over the past year [3] - The specific assets involved in the options strategy remain unclear, but they could include various Bitcoin-related securities, which may serve as leveraged bets on Bitcoin price increases [3] Group 3 - The timing of Trump Media Technology Group's options strategy is particularly noteworthy, as options trading introduces both timing and pricing factors that are not present when simply holding the underlying asset [4] - The potential for high returns from options trading is evident, as many cryptocurrency mining companies have successfully entered the derivatives market to enhance their profitability [3]

Core Viewpoint - Investor hesitation towards the cryptocurrency industry is rapidly dissipating, indicating a potential resurgence in market confidence and investment activity [1] Group 1 - Galaxy Digital executives highlight a shift in investor sentiment, suggesting that previous doubts are being replaced by renewed interest in the crypto sector [1] - The company notes that this change in attitude could lead to increased capital inflow into the cryptocurrency market [1] - There is an expectation that as investor confidence grows, more institutional players may enter the market, further driving demand [1]

Core Viewpoint - The strategic investment of $100 million by Sun Yuchen in SRM Entertainment is seen as a significant milestone in the integration of cryptocurrency with traditional financial systems, marking a shift towards compliance in the crypto industry [1][3]. Group 1: Investment Structure - The investment involves acquiring B-series convertible preferred shares at $0.5 per share, convertible into a total of 200 million common shares, along with 220 million warrants at the same exercise price, enhancing ownership potential [3]. - This structure allows Sun Yuchen to leverage the TRON technology ecosystem while adhering to NASDAQ's compliance framework, effectively circumventing direct regulatory hurdles associated with crypto listings [3]. Group 2: Regulatory and Political Context - The investment is positioned as a "curve compliance" strategy, utilizing familiar financial instruments to mitigate regulatory concerns, with involvement from banks associated with the Trump family adding a layer of political and compliance implications [3][5]. - The recent political shifts, particularly the potential victory of Trump in 2024, are viewed as a catalyst for the crypto industry, providing a favorable environment for compliance and growth [5]. Group 3: Industry Impact and Future Outlook - Sun Yuchen's actions are reshaping perceptions of cryptocurrency within regulatory circles, with TRON's global compliance efforts and partnerships enhancing its legitimacy in mainstream finance [6][8]. - The success of this investment could inspire similar strategies within the crypto sector, blurring the lines between traditional finance and cryptocurrency, and establishing a new paradigm for future operations [8].

Group 1 - The U.S. House of Representatives is planning to advance cryptocurrency legislation using a special procedure, bundling the Stablecoin Regulatory Framework Act ("Genius Act") with the Cryptocurrency Market Structure Act ("Clarification Act") for simultaneous voting [1] - The "Genius Act" focuses on standardizing stablecoin regulations and has already passed the Senate with bipartisan support, while President Trump has urged the House to expedite the legislative process without adding extra provisions [1] - There is uncertainty regarding the Senate version of the bill in the House, and the cryptocurrency industry is increasingly recognizing that bundling the stablecoin bill with the more controversial market structure legislation may help overcome obstacles [1] Group 2 - The current legislative timeline shows a dual-track approach, with the Senate Banking Committee Chairman Tim Scott promising to move the market structure bill out of committee by the end of September, while the Agriculture Committee may also get involved, adding complexity to the bill's passage [2] - House Republican aides indicate that leadership is weighing the best approach to satisfy the White House's efficiency demands while balancing differing regulatory views within the party [2] - The legislative battle over the digital currency regulatory framework is entering its final sprint phase [2]

Core Viewpoint - The hacking incident at the Iranian cryptocurrency exchange Nobitex, which resulted in an estimated theft of $100 million, is believed to be politically motivated, potentially linked to the ongoing tensions between Israel and Iran [1][2]. Group 1: Incident Details - Nobitex reported that the total estimated stolen assets amount to approximately $100 million, but the situation is under control, and user assets are protected by a reserve fund, ensuring no user financial loss [1]. - The hacker group Gonjeshke Darande, allegedly linked to Israel, claimed responsibility for the theft and previously announced the destruction of data from Iran's state-owned bank Sepah [1][2]. - Elliptic indicated that the stolen funds were rendered inaccessible by being stored in vanity addresses without corresponding keys, making recovery virtually impossible with current technology [1]. Group 2: Political Context - The hacker group is suspected to have ties to Israel, although no official confirmation of its identity or nationality exists [2]. - The hacking incident may be related to the recent escalation of tensions between Israel and Iran, as suggested by cybersecurity experts [2]. - The actions of the hacker group align with Israel's regional priorities, targeting Iranian digital sectors and strategic entities [2]. Group 3: Industry Impact - The incident adds to the growing list of victims of hacking in the cryptocurrency industry, with over $2.1 billion in digital assets stolen in 2025 alone, according to blockchain security firm CertiK [2].