火必周刊

火币资讯Published on 2022-12-11Last updated on 2022-12-11

Abstract

本周加密市场都发生了哪些事?一起来回顾吧。

1. Huobi火必将上线CNHT/USDD交易对;

2. 以太坊“上海”升级定于2023年3月进行,将开放质押的ETH提款;

3. 香港立法会通过修例,虚拟资产服务提供者发牌制度将于明年6月生效;

4. 英国正敲定加密货币行业监管计划;

5. 俄议会下院金融市场委员会主席:加密货币明年将在俄罗斯获得合法地位。

”“

#政策

1. 数据:美联储11月实现缩表922.94亿美元;

2. 巴基斯坦推出新法律以加快在2025年前推出CBDC;

3. 俄议会下院金融市场委员会主席:加密货币明年将在俄罗斯获得合法地位;

4. 欧盟金融监管机构将处理离岸加密货币公司问题;

5. 英国正敲定加密货币行业监管计划;

6. 欧盟草案显示加密货币税可能为欧盟带来25亿美元收入;

7. 美国《国防授权法案》要求国务院报告以加密方式支付的奖励款项及其影响;

8. 日本金融厅延长FTX Japan业务暂停命令;

9. 日本监管机构或将限制算法稳定币;

10. 俄罗斯央行提议禁止矿工向俄国居民出售加密货币;

11. 美FinCEN正在研究DeFi,并关注反洗钱和恐怖融资框架;

12. 香港立法会通过修例,虚拟资产服务提供者发牌制度将于明年6月生效;

13. 哈萨克斯坦议会通过数字资产法案,矿工有义务为其收入缴纳企业数字税;

14. 欧盟加密税收提案将针对所有向欧盟用户提供服务的公司;

15. 美立法者提出加密资产环境透明度法案以打击能源密集型加密挖矿活动。

”“

#币种项目

1. 数据:自 FTX 事件以来,稳定币的市值占比从10%飙升至12.5%;

2. CoinShares:上周数字资产投资产品净流出750万美元,BTC投资产品净流入1080万美元;

3. USDC发行方Circle终止SPAC上市计划;

4. 比特币挖矿难度下调7.32%至34.24T,创2021年7月以来最大跌幅;

5. Polygon Pos链推出“并行EVM”升级,可提高PoS链吞吐量;

6. 灰度GBTC负溢价率扩大至43.53%;

7. Polygon:4.5亿美元融资所销售的代币中三分之一已归属和分配;

8. 以太坊侧链 Gnosis Chain 即将过渡到 PoS;

9. 孙宇晨:Tether宣布在TRON上启动锚定离岸人民币的稳定币CNH₮;

10. Huobi火必将上线CNHT/USDD交易对;

11. 报告:2023年ETH支撑位或在1000美元,但有望跑赢比特币和传统证券;

12. 以太坊基金会Q3共分配804万美元奖励给69个项目及社区;

13. 美国参议员:比特币是唯一有资格作为商品的加密货币,而以太坊可能会被称为证券;

14. 以太坊符合OFAC合规要求的区块占比已降至65%;

15. 以太坊“上海”升级定于2023年3月进行,将开放质押的ETH提款;

16. 以太坊宣布弃用“山东”测试网,下周将推出全新公共测试网;

17. Arthur Hayes:FTX/Alameda崩溃或已将BTC带入周期底部。

”“

#NFT

1. 可口可乐与Crypto.com合作发布世界杯NFT;

2. 数据:11月NFT销量下降20%;

3. Aave收购基于NFT的移动社交游戏应用Sonar;

4. 视频游戏公司Atari与Pixels合作推出NFT艺术品;

5. NFT市场Blur向一些因UI "bug " 造成损失的交易者提供50%的退款。

”“

#元宇宙

1. 元宇宙平台Decentraland推出虚拟地块租赁业务;

2. Meta:WhatsApp上线虚拟头像化身功能。

”“

#WEB3

1. 菲律宾创业加速器A-Labs启动1000万美元的Web3基金;

2. Web3娱乐平台PlayMining推出推币游戏“Lucky Farmer”;

3. 星巴克Web3平台Starbucks Odyssey正式上线测试版。

”“

#DeFi

1. ApeCoin DAO发起构建APE生态网站的提案投票;

2. SushiSwap新任CEO提议将xSUSHI的所有收入直接转入金库钱包;

3. Uniswap社区将于12月14日就治理流程调整提案进行投票。

”“

#融资

1. 区块链碳信用交易平台AirCarbon正寻求5000万美元B轮融资;

2. 法国风投机构Partech完成1.2亿欧元基金募集,将主要投资欧洲新兴行业初创公司;

3. 比特币矿企Gridless完成200万美元种子轮,Block和Stillmark共同领投;

4. 加密会计软件Bitwave完成1500万美元A轮融资;

5. Blockstream正进行新一轮融资,估值或低于10亿美元。

”“

#其他

1. 知情人士:Genesis已披露的债务总额达18亿美元,或将继续增长;

2. 日本瑞穗、SBI以及Datachain联合启动跨链技术研究;

3. 科技博主:推特或将推出Twitter Coin打赏功能;

4. 美国银行:监管是加密货币主流采用的关键;

5. Gensler将在FTX听证会前向众议院民主党人作简报;

6. 美联邦贸易委员会正调查多家加密公司的误导性广告;

7. 高盛拟斥资数千万美元收购或投资加密公司,正进行尽职调查;

8. Animoca Brands和BNB Chain的2亿美元链游投资计划仅完成少量投资;

9. 三家资产管理公司计划在香港推出追踪加密期货的ETF;

10. 马斯克:ChatGPT还不能被称为“通用人工智能AGI”;

11. 孙宇晨:下一个加密牛市取决于中国人,而不是美国人;

12. 微软安全报告:有黑客针对加密行业公司进行定向攻击;

13. 渣打银行子公司Zodia Custody推出加密资产保护服务;

14. 美众议院金融服务委员会正在考虑向SBF发出传票;

15. 美众议院金融服务委员会主席没有传唤SBF的计划,希望其自愿参与听证会;

16. 推特计划提高App Store渠道的蓝标认证定价;

17. MicroStrategy将在明年5月的活动中教企业如何采用比特币;

18. 马斯克银行顾问正在考虑为其提供保证金贷款,以削减推特债务;

19. 日本银行巨头住友银行计划使用灵魂绑定代币进行身份验证;

20. 美国检察官正调查SBF等人是否将数亿美元资金转移至巴哈马;

21. 巴哈马监管机构向美国破产法官申请访问FTX国际客户信息数据库。

Related Reads

Vitalik's Algorithmic Stablecoin Vision: Interpreting the Mechanism and Challenges from an Options Perspective

Vitalik Buterin's recent algorithmic stablecoin proposal envisions using an option-like mechanism to create a stablecoin without the liquidation risks inherent in traditional collateralized debt position (CDP) models. The design splits one unit of ETH into two components: a 'stable' leg (P) that maintains value up to a certain strike price, and an 'upside' leg (N) that captures any appreciation above that price. Together, they always sum to one ETH, eliminating the need for debt or liquidation mechanisms. From an options perspective, the stable leg essentially functions as a synthetic, covered call position. However, significant challenges exist. For the stable asset to maintain its peg, it must continuously roll deep in-the-money call options, leading to potential rollover slippage, predictable trading paths vulnerable to front-running, and liquidity issues. Crucially, the system's scalability depends on a constant demand for the upside leg—a form of leveraged ETH long position without funding rates or liquidation risk. It's unclear if such persistent, specific demand will materialize from speculators or market makers who have simpler alternatives like perpetual swaps. The author, drawing from experience with Rysk, argues that DeFi options have struggled as standalone trading products due to complexity and fragmented liquidity. Their potential lies instead as foundational infrastructure underpinning more complex financial primitives like stablecoins, structured yields, or index products—transforming from a direct product into a core pricing and risk distribution engine for the next generation of on-chain finance.

marsbitJust now

Vitalik's Algorithmic Stablecoin Vision: Interpreting the Mechanism and Challenges from an Options Perspective

marsbitJust now

GPT-5.6 Countdown: Abandon the Illusion of a Single API, Computational Iteration Can't Outpace a Single Page of Compliance

In mid-June, three seemingly independent industry events—the compliance-driven throttling of Fable 5, the open-sourcing of GLM-5.2, and the leaked release timeline for GPT-5.6—are pushing the global AI industry toward a watershed moment. These shifts signal a fundamental restructuring of the industry's underlying logic. First, **"usability" has substantially overtaken "advanced capabilities"** as the primary weight, pushing the global large language model (LLM) supply chain into a "dual-track" phase of controlled closed-source and local open-source coexistence. Second, **the competitive moats of closed-source giants are shifting**. Their technical focus is moving from "language intelligence" toward "spatial intelligence (world models)"—a domain heavily reliant on computing power. Third, faced with常态化 transnational compliance risks, **a "model-agnostic" decoupled design has become a survival necessity for application-layer developers to maintain business continuity.** The article details how Anthropic's Fable 5, despite its advanced engineering feats, was restricted for non-U.S. citizens within 72 hours of launch, highlighting how geopolitical compliance can instantly limit even the most advanced models. In response, the open-source camp, exemplified by Zhipu AI's MIT-licensed GLM-5.2, is gaining market share by offering stable performance improvements and significant cost advantages (up to 70% savings for enterprises), while achieving full adaptation with domestic semiconductor platforms. Meanwhile, closed-source leaders like OpenAI are pivoting. The anticipated GPT-5.6 reportedly shifts focus from language to spatial intelligence and world models, aiming to rebuild a generational gap in areas like 3D understanding, simulation, and industrial design that demand immense compute. The core conclusion is that the LLM supply chain's logic has changed. Enterprises must now evaluate infrastructure based on a composite of technical performance and policy compliance. For developers, complete reliance on a single closed-source API poses unacceptable risk. Implementing a truly model-agnostic architecture—enabling swift switches to compliant, locally deployable open-source alternatives—is no longer just good practice but a fundamental baseline for business continuity.

marsbit2h ago

GPT-5.6 Countdown: Abandon the Illusion of a Single API, Computational Iteration Can't Outpace a Single Page of Compliance

marsbit2h ago

Is the 'Token Subsidy War' Among AI Giants Almost Over?

The article discusses the ongoing "token subsidy war" among AI giants like OpenAI and Anthropic, questioning whether it's nearing its end. It reveals that current AI subscription prices are heavily subsidized, with some plans offering tokens at up to 70 times the actual cost to attract and retain heavy users, especially developers and enterprises. This strategy mirrors past internet-era subsidy battles, but with a key difference: AI tokens lack "lock-in" effects. Unlike ride-hailing or food delivery apps, users can easily switch between AI providers as APIs become standardized, making it difficult for companies to raise prices post-subsidy. The piece highlights a structural asymmetry in the competition. Giants like Google, with massive advertising revenue, can afford to subsidize tokens indefinitely, akin to using "tokens as a weapon." In contrast, venture-backed companies like OpenAI and Anthropic face pressure to become profitable, especially as they approach IPO. The article cites Google Ventures founder Bill Maris, who suggests Google could slash token prices by 80%, putting immense pressure on competitors. Two potential endgames are presented: the "internet service" model (subsidize, monopolize, then raise prices) and the "utility" model (tokens become a standardized, low-margin commodity like electricity). Given the low switching costs, the latter seems more likely. The competition may not have a single winner but could instead accelerate AI's evolution into a foundational, infrastructure-level technology, akin to a public utility. For now, users continue to benefit from heavily subsidized token costs.

marsbit3h ago

Is the 'Token Subsidy War' Among AI Giants Almost Over?

marsbit3h ago

Beyond the Stadium: The Profitable Games Surrounding the World Cup

"Beyond the Pitch: The Profit Game Around the World Cup" The FIFA World Cup transcends being a sporting spectacle, evolving into a massive global arena for speculation and profit-seeking. The 2026 tournament has amplified this dynamic, creating a multi-layered ecosystem of financial opportunism alongside the football. **Prediction markets** have surged into the mainstream. Platforms like Polymarket and Kalshi saw trading volumes for World Cup contracts soar, attracting new users with their financial trading model and high-profile, chain-based wealth stories that overshadow traditional sports betting in terms of growth and narrative. However, **traditional sportsbooks** remain the dominant force, leveraging established user habits, legal markets, and comprehensive product offerings to handle the vast majority of speculative wagers, with projections suggesting record-breaking betting volumes. Capital markets also react. **"Concept stocks"** in countries like South Korea and Japan experience volatile price swings based on team performance and anticipated fan spending on items like chicken, beer, and viewing parties, effectively becoming a stock market reflecting fan sentiment. The **ticket resale market** has become a sophisticated arena for arbitrage. Prices fluctuate wildly based on team draws and star power, with sellers sometimes listing tickets they don't yet own in a practice akin to short-selling, while FIFA's own "Right to Buy" tokens add another layer of speculative trading. **Collectibles and merchandise** offer another avenue. Panini sticker albums, with their inherent scarcity and nostalgic value, can become high-value collectibles. Limited-edition or locally themed jerseys command significant premiums on secondary markets, and even counterfeit vendors profit from fans' desire for affordable match-day identity. The **cryptocurrency** space has seen a frenzy of speculative, unauthorized World Cup-themed meme coins on chains like Solana. These tokens, often exploiting team names and player imagery, experience extreme pump-and-dump cycles, creating stories of massive gains for a few early entrants and steep losses for many others. Finally, an entire industry thrives on **providing information and tools** to other speculators. Developers create platforms like SeatSidekick to track ticket inventory and prices, while paid Telegram groups and subscriptions sell betting tips and predictions, monetizing the widespread desire for an informational edge. In essence, the World Cup has become a compressed, global laboratory for speculation. While the games determine champions on the field, a parallel, complex network of financial transactions—spanning prediction contracts, bets, stocks, tickets, collectibles, crypto, and information services—settles its own scores in the global market.

marsbit3h ago

Beyond the Stadium: The Profitable Games Surrounding the World Cup

marsbit3h ago

Trading

Spot
Futures
活动图片