星球日报 | Cardano基金会X账号被盗;Sushi发布2025年产品路线图并暗示多代币空投(12.9)

Odaily星球日报Published on 2024-12-09Last updated on 2024-12-09

Abstract

花旗、摩根大通等十家机构完成代币化结算试点。

星球日报 | Cardano基金会X账号被盗;Sushi发布2025年产品路线图并暗示多代币空投(12.9)

头条

Cardano 基金会推特账号已被盗

Aggr News 在 X 平台发文表示,Cardano 基金会推特账号已被盗。

Cardano 基金会:已获悉 X 帐户遭到未经授权访问,正在努力恢复

据官方消息,Cardano 基金会已获悉其 X 帐户遭到未经授权的访问。团队正在积极努力恢复安全。请忽略此帐户发布的任何帖子或消息,直到官方通过 Cardano 基金会 LinkedIn 帐户确认恢复。感谢用户的耐心和理解,团队将在情况解决后提供最新消息。

Sushi 发布 2025 年产品路线图,并暗示多代币空投

Sushi CEO Jared Grey 在 X 平台总结了 4 月 Sushi DAO 通过的一项全面的治理改革,并且发布 Sushi 2025 年产品路线图,其中包括:

Wara (wara.exchange):基于 Solana 的新型综合交易体验;
Susa (susa.exchange):Sushi 推出的全新链上订单簿永续 DEX;
Kubo (kubo.bid):Sushi Labs 推出的新型永续合约原生产品,通过 delta-neutral 策略启动新市场;
Blade (SushiSwap 的一部分):新型 LVR AMM 解决方案,消除蓝筹资产的 MEV;
SushiSwap 聚合器:该产品已经在研发中,但将通过整合新的合作伙伴来扩大其分发范围。

同时其在回答社区评论时表示,在 4 月份就已经宣布了将有多代币空投。

SUSHI 突破 2.3 USDT, 24 H 涨幅 23.2% 

OKX 行情显示,SUSHI 突破 2.3 USDT,现报 2.3386 USDT, 24 H 涨幅 23.2% 。

行业要闻

花旗、摩根大通等十家机构完成代币化结算试点

十家机构近日完成了受监管结算网络(Regulated Settlement Network,简称 RSN)的模拟试验,探索使用共享 DLT 网络结算代币化交易。这是去年进行的 Regulated Liability Network 先前试验的延伸,其中包括同一网络上的代币化商业银行货币和代币化央行货币。这次代币化国债和投资级债券也在共享账本上,从而实现了批发交易的货到付款。此次试验还探索了与外部 DLT 网络的互操作性。

SIFMA 担任参与机构的协调员,这些机构包括花旗银行、摩根大通、万事达卡、Swift、道明银行、美国银行、USDF、富国银行、Visa 和 Zions Bancorp,由 SIFMA 牵头。

韩国国会未通过尹锡悦弹劾案

韩国国会举行全体会议就总统尹锡悦弹劾案进行投票表决。尹锡悦弹劾案未获通过在弹劾案投票进行前,绝大多数韩国执政党国民力量党议员退场,抵制弹劾案。最终,因执政党的抵制,弹劾案投票未满足全体议员至少三分之二赞成的通过标准,未获通过。当天的投票进行前,韩国在野党表示,即便本次没能通过国会表决,后续也将持续发起尹锡悦弹劾案。

据悉,共有 195 名韩国国会议员参与总统尹锡悦弹劾案的表决投票,未达到必须人数,弹劾案被废止。韩国国会议长禹元植表示,全体国民都在关注国会的决定,代表国会向国民表示歉意。

美国 11 月失业率 4.2% ,预期 4.2% ,前值 4.10% 

美国 11 月失业率 4.2% ,预期 4.2% ,前值 4.10% 。

项目要闻

EDX Markets 将 CTO 提拔为 CEO,并计划明年Q1推出离岸永续期货交易

机构级加密货币交易所 EDX Markets 已将其首席技术官(CTO) Tony Acuña-Rohter 提拔为首席执行官。创始首席执行官 Jamil Nazarali 成为执行董事长。

Acuña-Rohter 此前在 CME Group 工作了十年,之后成为数字资产期货平台 ErisX 的首席技术官,ErisX 后来被 CME 收购。因此,他在即将在亚洲推出的永续期货平台中发挥着关键作用。与此同时,Nazarali 在担任 EDX Markets 首席执行官之前,曾负责 Citadel Securities 的业务开发。

5 月,该公司在新加坡推出了 EDXM Global,以处理非美国业务,首先是结算平台。2025 年第一季度,该公司计划推出加密永续期货交易,最初支持 BTC 和 ETH,之后几个月内新增 SOL 和 XRP 等。永续期货交易场所将设在东京的 Equinix TY 3 数据中心。与在岸交易所一样,EDXM Global 将受益于中央清算所和净结算。EDXM Global 由来自 Zodia Custody 的 Kai Kono 领导。
两周前,EDX Markets 宣布 2024 年累计名义交易量达 360 亿美元,Q3 日均交易量增长 59% 。EDX 创始投资者包括 Charles Schwab(嘉信理财)、Citadel Securities、Fidelity Digital Assets、Paradigm、Sequoia Capital 和 Virtu Financial。

Ripple CTO:仍希望 RLUSD 稳定币年底前推出,目前受到假期影响较大

据媒体消息,Ripple 首席技术官 David Schwartz 表示,仍然希望能在年底前推出其稳定币 RLUSD,但同时他认为,即将到来的假期可能会导致其发布再次推迟。

此外,他提到,确保 Ripple 的合作伙伴能够以“协调的方式”推出并“不遇到麻烦”是首要任务。因为所涉及的监管过程相当繁琐。“这涉及很多环节,最重要的是稳定币是通过纽约州信托发行的,并受纽约州金融服务部监管,他们是稳定币的黄金标准监管机构……他们正在审查我们所有的流程、合规性以及所有事项,我们非常期待发行方面的麻烦能解决,相信我们会成功的。”

此前消息,Ripple 官方表示:“尽管有一些猜测,但 RLUSD 并没有如期在当地时间 12 月 4 日推出。我们正在与 NYDFS 就最终批准保持同步,并将尽快分享最新消息。我们完全致力于在 NYDFS 的监督下开展业务,并坚持最高的监管标准。敬请期待更新。”

提供加密交易服务的在线经纪平台 eToro 计划在美国 IPO

据知情人士透露,提供加密货币和股票交易的在线经纪公司 eToro 正在与高盛集团合作,准备在美国进行首次公开募股。eToro 正考虑最早在第二季度上市,不过这一时间表可能会发生变化。该公司表示,其上市估值可能高于去年私募融资中实现的 35 亿美元。知情人士表示,发行时间等细节可能会发生变化,可能会有更多银行加入名单。此前,eToro 曾试图通过与一家由连续交易员 Betsy Cohen 领导的特殊目的收购公司合并,以 104 亿美元的估值上市。双方一致同意在 2022 年终止交易。

人物声音

Coinbase CEO:Caroline Crenshaw 作为美 SEC 委员的表现很失败,应被投票罢免

Coinbase 首席执行官 Brian Armstrong 于 X 发文表示:“Caroline Crenshaw 作为美国 SEC 委员的表现很失败,应该被投票罢免。

她试图阻止比特币 ETF,在某些问题上比 Gary Gensler 更糟糕(我以为这是不可能的)。

参议院银行委员会应该注意:加密货币社区正在关注这次投票。我听说这将被计入 Stand With Crypto 政客的记分卡中。”

The ETF Store 总裁:现货以太坊 ETF 连续 10 日流入资金,顾问和机构才刚刚开始关注

The ETF Store 总裁 Nate Geraci 于 X 发文表示:“美国现货 ETH ETF 连续 10 天流入资金,总计 14 亿美元,包括自 7 月推出以来表现最好的 2 天。在我看来,顾问和机构投资者才刚刚开始关注该领域。”

Bitcoin Suisse 创始人:比特币将继续上涨,甚至可能达到“七位数”

Bitcoin Suisse 创始人、身价达 2 亿至 3 亿瑞士法郎的 Niklas Nikolajsen 预测比特币价格将继续上涨,甚至可能达到“七位数”。Nikolajsen 在接受采访时批评了瑞士的加密货币监管和政治,并称赞即将上任的特朗普总统领导下的美国是先驱。

他补充道:“我是少数几个在 1 美元以下大量购买比特币的人之一。当比特币达到 1 美元时,我的朋友告诉我卖掉。我没有。而且我仍然在说:我们正处于一个将持续到春天的牛市中。当然会有挫折,但比特币的价格有一天甚至会达到七位数。”

Nikolajsen 解释说,美国大选加速了当前的牛市,但他指出,在“减半”年,由于新发行的比特币减半,市场出现稀缺,年底价格上涨是正常现象。其还提到,机构投资者的接受度不断提高。

Michael Saylor:建议美国出售黄金储备来购买至少 20% 到 25% 的流通比特币

MicroStrategy 创始人兼董事长 Michael Saylor 参与了战略性比特币储备讨论,并在最近接受采访时分享了美国需要放弃黄金、拥抱数字货币的关键原因。在这段时长 1 分钟的视频中,Saylor 表示,BTC 可以帮助美国政府控制世界储备地位和资本网络。其暗示,他自己的建议是美国政府应该购买至少 20% 到 25% 的流通比特币。

Saylor 称,美国可以出售其储备中的所有黄金来购买比特币。如果能够实现这一点,这一举措将使美国成为世界储备资本网络(World Reserve Capital Network)。
他认为,如果美国政府采取这一举措,黄金的价值将暴跌,并促使其他经济体出售资产来购买比特币。这样一来,在黄金妖魔化之后,资本将回流美国,届时比特币储备的价值可能会跃升至约 100 万亿美元。

Related Reads

Has the 'Digital Gold' Narrative for BTC Failed?

**Title: Has the "Digital Gold" Narrative for Bitcoin Failed?** The article argues that Bitcoin's "digital gold" narrative remains valid despite a recent sharp price decline (from a peak near $126k in Oct 2025 to briefly under $61k in Feb 2026). It presents a long-term investment framework based on three core points: **1. Viewing Bitcoin as an Asset:** Bitcoin is presented as a superior potential store of value compared to gold. Key arguments are its absolute scarcity (21 million cap), superior portability, and transparent auditability via its public ledger. While acknowledging its current use in early, volatile stages (~3-4% global adoption), the author draws parallels to the early, disruptive phases of the internet and e-commerce. **2. Understanding the Recent Downturn:** The current ~50% correction is framed as a predictable, consensus-driven cycle following its post-halving peak (the 2024 halving preceded the Oct 2025 high). A crucial factor is a historic "changing of hands": the influx of new institutional buyers via ETFs allowed early, low-cost holders (miners, OG believers) to take profits. The author notes that while severe, Bitcoin's historical drawdowns (e.g., 93% in 2011, 77% in 2021-22) have been progressively smaller, suggesting maturing holder structure and decreasing volatility over time. **3. The Long-Term Perspective:** The long-term thesis hinges on Bitcoin capturing a portion of gold's market value. With Bitcoin's market cap at ~$1.4 trillion (at $70k) versus gold's ~$20 trillion, significant upside potential exists if the "digital gold" narrative is partially realized. However, the author strongly cautions that short-term risks remain, the bottom is unpredictable, and high volatility is inherent. The real risk is not Bitcoin failing but poor personal position management (over-leverage, wrong capital) and a lack of deep understanding, which can force investors out during severe downturns. The conclusion uses Amazon's 95% crash post-2000 dot-com bubble and subsequent 42x recovery as an analogy. The ultimate question is not if Bitcoin's price will rise, but if an investor's strategy and conviction can withstand the volatility to see the long-term play out. The recent divergence (gold up, Bitcoin down) is posed not as a narrative failure, but as potential evidence of this ongoing, painful transition from a speculative asset to a mainstream allocation.

marsbit3h ago

Has the 'Digital Gold' Narrative for BTC Failed?

marsbit3h ago

Has BTC's 'Digital Gold' Narrative Failed?

The article discusses Bitcoin's "digital gold" narrative, its recent price drop, and long-term outlook through the perspective of "Jason". It argues the narrative is not a failure but that Bitcoin represents a superior, new asset class due to its fixed supply (21 million), portability, and auditability. The piece compares its current ~3-4% global adoption rate to early internet/e-commerce, suggesting significant growth potential. Regarding the 2025-2026 price decline (from ~$126k to briefly under $61k), the author views it as a predictable, consensus-driven sell-off within Bitcoin's ~4-year cycle post-halving, exacerbated by a major "handover" from early, low-cost holders to new institutional buyers via ETFs. A key observation is that historical peak-to-trough drawdowns have lessened over time (e.g., 93% in 2011 to ~50% in 2026), indicating maturing volatility as holder structure changes. For the long term, the author uses a simple framework: Bitcoin's total market cap (~$1.4T at $70k) is only about 7% of gold's (~$20T). Even capturing 30-50% of gold's value would imply substantial upside. However, the article strongly cautions against viewing this as investment advice, emphasizing extreme volatility and the critical importance of risk management, position sizing, and deep fundamental understanding to survive severe drawdowns. It concludes by drawing a parallel to Amazon's 95% crash in 2000 and subsequent 42x recovery, stressing that the key is surviving market cycles to realize long-term potential.

链捕手3h ago

Has BTC's 'Digital Gold' Narrative Failed?

链捕手3h ago

From Code to Cognition: A Ten-Thousand-Word Guide to the Evolution of the Robot Brain

"From Code to Cognition: The Evolution of Robot Brains" The journey of robotic intelligence has shifted dramatically from manually coded systems to AI-driven brains. For decades, robots relied on layered software stacks—perception, state estimation, planning, control—each handcrafted. While predictable, they lacked adaptability. The 2010s saw deep learning revolutionize perception (e.g., object detection) and control (via reinforcement learning), but learned skills remained narrow. The arrival of Large Language Models (LLMs) marked a turning point. LLMs acted as high-level planners, interpreting natural language instructions and generating sequences of actions for traditional robotic systems to execute. However, true integration came with Visual-Language-Action (VLA) models, which fused vision, language, and motion prediction into a single network. Pioneered by models like RT-2 and open-source projects like OpenVLA, VLAs enable robots to reason and act directly from visual input and commands. The most advanced humanoid robots now employ a "dual-brain" architecture: a slow-thinking, large VLA (System 2) for reasoning and planning, and a fast-reacting, small network (System 1) for high-frequency motion control, sometimes with an even lower-level System 0 for balance. This split balances cognition with the physics of real-time movement. Computation is split between onboard hardware (e.g., NVIDIA Jetson) for safety-critical control loops and cloud/edge servers for non-critical tasks like learning and interfaces. A crucial driver is the open-source ecosystem—models like GR00T and OpenVLA allow startups to build upon pre-trained brains and fine-tune them with their own data, accelerating development. Despite progress, current systems struggle with recovery from errors, sample inefficiency, and long-horizon tasks. This has spurred the rise of **World Models**—neural networks that predict the consequences of actions. By simulating possible futures before acting (like NVIDIA Cosmos or Meta V-JEPA), robots can plan, recover, and generalize better. This represents the next frontier: shifting intelligence from learned reactions to an internal model of physics and cause-and-effect. The field is rapidly evolving. While not yet at its "ChatGPT moment," the convergence of cheaper hardware, scalable simulation, and world models points toward robots that are increasingly capable, adaptive, and useful. The question is shifting from "what can robots do?" to "what *should* they do?"

marsbit4h ago

From Code to Cognition: A Ten-Thousand-Word Guide to the Evolution of the Robot Brain

marsbit4h ago

AI Bubble Is Bursting

The AI Bubble is Bursting: A Necessary Purge on the Path to Ubiquitous Intelligence Market volatility has reignited debates about an AI bubble, with figures like Ray Dalio pointing to high valuations. However, this parallels the dot-com bubble, which, despite its crash, laid the physical infrastructure for today's internet era. The current AI investment frenzy, with tech giants planning trillions in infrastructure spending far outstripping current AI application revenues, appears similarly imbalanced. This 'bubble' is seen as an inevitable phase for a disruptive technology, paying the "innovation tax." Critically, AI inference costs have plummeted over 99.7% since 2023, making intelligence nearly free at the margin. This hasn't reduced spending but has instead unlocked massive new demand, as seen in enterprise AI cloud expenditure tripling. This follows the Jevons Paradox: efficiency gains lead to greater total consumption. The market is now entering a cleansing phase, weeding out speculative ventures lacking real moats. The deeper shift is a move from capital expenditure (CapEx) on hardware to value creation in operational expenditure (OpEx) through AI applications that solve real industry problems. While infrastructure valuations are high, rapid earnings growth from widespread AI adoption across sectors—from manufacturing and finance to law and healthcare—may digest these valuations over time. Ultimately, this creative destruction will leave behind robust infrastructure and optimized models, cheaply powering an AI-augmented future for all industries, much as the internet became indispensable after its own bubble burst. The core productive potential remains undiminished.

链捕手4h ago

AI Bubble Is Bursting

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How to Buy SUSHI

Welcome to HTX.com! We've made purchasing Sushi (SUSHI) simple and convenient. Follow our step-by-step guide to embark on your crypto journey.Step 1: Create Your HTX AccountUse your email or phone number to sign up for a free account on HTX. Experience a hassle-free registration journey and unlock all features.Get My AccountStep 2: Go to Buy Crypto and Choose Your Payment MethodCredit/Debit Card: Use your Visa or Mastercard to buy Sushi (SUSHI) instantly.Balance: Use funds from your HTX account balance to trade seamlessly.Third Parties: We've added popular payment methods such as Google Pay and Apple Pay to enhance convenience.P2P: Trade directly with other users on HTX.Over-the-Counter (OTC): We offer tailor-made services and competitive exchange rates for traders.Step 3: Store Your Sushi (SUSHI)After purchasing your Sushi (SUSHI), store it in your HTX account. Alternatively, you can send it elsewhere via blockchain transfer or use it to trade other cryptocurrencies.Step 4: Trade Sushi (SUSHI)Easily trade Sushi (SUSHI) on HTX's spot market. Simply access your account, select your trading pair, execute your trades, and monitor in real-time. We offer a user-friendly experience for both beginners and seasoned traders.

2.2k Total ViewsPublished 2024.03.29Updated 2026.06.02

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