现在加密行业薪资水平已经萧条到这种程度了吗？我想问下 $1 的这个候选人需要有什么能力，群友说想去赚一杯蜜雪冰城刚看 @OKxiaohai 分享的，爆笑了 https://t.co/FyhZGSvsXi ...

Core Viewpoint - The Fellowship PAC, a political action committee in the cryptocurrency industry, claimed it would raise $100 million for the 2026 U.S. midterm elections, but recent disclosures show it has no funds raised or spent [1] Group 1 - The Fellowship PAC has reported a current balance of $0, indicating it has not yet raised or expended any funds [1] - Earlier reports suggested a potential connection between Tether and the Fellowship PAC, but Tether's spokesperson clarified that there is no association or oversight relationship between Tether International and the PAC [1] - According to U.S. election law, PACs are prohibited from accepting funds from foreign entities [1]

Group 1 - The core viewpoint of the article emphasizes that the lack of privacy protection in the cryptocurrency industry is a major barrier to broader adoption [1] - The industry needs to find a balance between on-chain data traceability and user privacy to meet both regulatory and user demands [1]

Core Viewpoint - The American Bankers Association (ABA) has urged the Office of the Comptroller of the Currency (OCC) to slow down the approval process for banking license applications from cryptocurrency companies, citing potential risks to the financial system before a regulatory framework is established [1] Group 1: Regulatory Concerns - The ABA warns that approving these applications before Congress completes relevant regulatory frameworks could pose risks to the financial system [1] - Several cryptocurrency companies, including Circle, Ripple, and Coinbase, are currently applying for or have already obtained OCC trust bank licenses [1] Group 2: Industry Implications - The banking industry is concerned that granting these licenses would allow cryptocurrency companies to bypass traditional banking intermediaries and directly access the Federal Reserve's payment system [1]

Core Viewpoint - The global capital market is experiencing a dual-track scenario, with the Nasdaq index showing structural resilience amid the AI wave, while the cryptocurrency market is undergoing a profound clearing process [1][14]. Group 1: Market Dynamics - In early February 2026, the cryptocurrency market faced a significant downturn, with over $2.58 billion in liquidations within 48 hours and Bitcoin's price dropping below $76,000, a decline of over 41% from its historical peak [1][14]. - Historically, cryptocurrencies were viewed as a leveraged extension of the Nasdaq index, but this correlation has been broken, indicating a systemic separation of crypto assets from traditional risk assets [1][14]. - The volatility characteristics of cryptocurrencies are beginning to align more closely with those of gold and commodities, suggesting a reevaluation of their asset attributes [1][14]. Group 2: External and Internal Pressures - The immediate trigger for the market adjustment was a significant drop in international gold prices, which led to liquidity pressures in the cryptocurrency market during a period when traditional financial markets were closed [4][17]. - The structural change in asset correlation is noteworthy, as the Nasdaq index remained supported by the AI sector while the cryptocurrency market followed gold's downward trend, indicating a shift in how crypto assets are perceived [5][19]. Group 3: Institutional Vulnerabilities - The market's microstructure showed significant fragility, particularly due to the exposure of major institutions like BitMine and Trend Research, which held large ETH positions and faced substantial losses [6][20]. - A liquidity vacuum was created following the "1011 event" in October 2025, which damaged several market makers and reduced their capacity to support the market during downturns [6][20]. Group 4: Reassessment of Valuation - The market is reassessing the pricing factors of cryptocurrencies, particularly Ethereum, which had been overvalued based on deflationary expectations that are now diminishing due to reduced network activity and low gas fees [8][21]. - As Ethereum's technological premium is stripped away, Bitcoin is also facing a revaluation, moving towards a more macroeconomic hedge asset characteristic rather than a tech-driven asset [8][21]. Group 5: Transition to Infrastructure - The decline of the original narrative does not imply that blockchain technology has lost its significance; rather, it is being absorbed into the mainstream financial system as a tool for efficiency [9][22]. - The focus is shifting from asset creation to enhancing financial infrastructure, with Real World Assets (RWA) and stablecoins emerging as critical components for the future of the cryptocurrency industry [9][22]. - RWA is not merely about moving traditional assets onto the blockchain but fundamentally restructuring the clearing and settlement layers of capital markets [10][23]. Group 6: Stablecoin Evolution - The role of stablecoins has expanded beyond being mere settlement tools within the crypto market to becoming integral in cross-border payments and trade settlements [11][24]. - The expansion of stablecoins highlights the blockchain's competitive advantage in reducing institutional friction costs, leading to a more compliant and efficient operational framework [12][25]. Conclusion - The adjustments in the cryptocurrency market signify a departure from the narrative of high growth and returns, leading to a fundamental restructuring of asset attributes and pricing logic [13][26]. - The vision of an independent financial world is being replaced by a more pragmatic approach that integrates blockchain technology into the modern financial system, emphasizing efficiency and real-world applications [13][26].

Core Viewpoint - The U.S. Treasury Secretary Scott Bessent expressed concerns that certain participants in the cryptocurrency industry are hindering progress in legislative negotiations regarding digital asset market structure, indicating a group that prefers no regulation [1] Group 1: Legislative Concerns - Bessent emphasized that without the passage of the Digital Asset Market Clarity Act, the U.S. cryptocurrency industry may struggle to continue its development [1] - He shared similar frustrations with Democratic Senator Mark Warner regarding the legislative process [1] Group 2: Regulatory Framework - Bessent pointed out that the GENIUS Act, which focuses on stablecoin regulation, offers a balanced framework that could serve as a reference [1] - He expressed hope that the market structure legislation could be passed within the current year [1]

Core Viewpoint - The Australian company and financial services regulator ASIC identified the regulatory gap in the cryptocurrency industry as a key risk for 2026, highlighting concerns over unlicensed advice and misleading services provided by some crypto, payment, and AI companies [1] Group 1 - ASIC noted that certain businesses are indeed covered by existing regulations, while others are "actively seeking to remain outside of regulation," leading to increased uncertainty regarding regulatory boundaries in the market [1]

Core Viewpoint - CertiK is planning to advance towards an IPO, but past controversies have put pressure on market trust [1] Group 1: Company Plans and Developments - CertiK's CEO and co-founder Ronghui Gu stated that going public is the next step in the company's ongoing expansion of products and technology [1] - The company has faced scrutiny due to several incidents, including a phishing attack that led to the compromise of its X account [1] Group 2: Controversies and Market Context - CertiK was involved in the Kraken incident, where it utilized and addressed a vulnerability worth approximately $3 million under the guise of a "white hat" [1] - The company previously provided auditing services for the stablecoin project related to Huione Guarantee [1] - In the context of several crypto institutions moving towards IPOs and an active industry IPO environment, it remains to be seen if CertiK can regain investor confidence amid ongoing controversies [1]

Core Insights - The founder of Binance, Zhao Changpeng (CZ), stated that blockchain technology has a transformative impact on financial services and the global economy, a significance proven over the past 15 to 16 years [1][2] - Binance currently has 300 million users, with trading volumes surpassing those of the Shanghai Stock Exchange and the New York Stock Exchange [1][2] Industry Developments - The cryptocurrency industry has two mature sectors: exchanges and stablecoins [1][2] - Future growth is anticipated in three key areas: 1. Tokenization, with discussions ongoing with approximately 12 governments to tokenize assets for economic benefits [1][2] 2. Payments, as cryptocurrency integrates with traditional payment methods, leading to significant growth in payment services [1][2] 3. AI, where cryptocurrency is expected to become the native currency for AI agents, facilitating direct use in real payment needs [1][2]

Core Viewpoint - The CFTC has announced the restructuring of its Innovation Advisory Committee, which will include CEOs from various cryptocurrency companies and executives from traditional financial institutions to assist in developing market structure regulations for new financial frontiers [1] Group 1: Committee Composition - The first members of the restructured committee will include CEOs from cryptocurrency firms such as Gemini, Kraken, Bitnomial, and Bullish [1] - Executives from traditional financial institutions like Nasdaq, CME Group, Intercontinental Exchange (ICE), and Cboe Global Markets will also be part of the committee [1] Group 2: Committee Objectives - The new CFTC Chairman Mike Selig stated that the committee will help in formulating regulations that are suitable for the evolving landscape of financial markets [1] - The public is invited to submit suggestions for new members and topics for discussion by the end of January [1]