【比推一周web3新闻精选】英国和美国成立特别工作组,探讨数字资产监管合作;彭博社:Tether 计划融资 200 亿美元,估值达到 5000 亿美元;Vitalik 称 Fusaka 升级将推动以太坊扩容

比推Published on 2025-09-27Last updated on 2025-09-27

比推一周Web3新闻精选:

【消息人士:英伟达拟分阶段对OpenAI进行股权投资,不获控制权】

比推消息,据消息人士透露,英伟达(NVDA.O)正在分阶段对OpenAI进行股权投资,根据分阶段投资计划,当部署第一个吉瓦级算力时,英伟达将投资10%。英伟达对OpenAI的股权投资并不赋予其控制权,OpenAI的非营利性母公司将保留多数治理控制权。

【英国和美国成立特别工作组,探讨数字资产监管合作】

比推消息,据金融时报报道,为促进英国金融服务业发展,英国和美国成立了一个“未来市场特别工作组”,以探索在资本市场和数字资产监管方面的合作。

英国财政大臣 Rachel Reeves和美国财政部长 Scott Bessent在举行会谈后,同意成立这一官方小组。会谈是在美国总统特朗普对英国进行国事访问前进行的。周一宣布成立特别工作组时,并未详细说明其将聚焦的资本市场和数字资产领域,以及可能的合作形式。英国财政部表示,“跨大西洋未来市场特别工作组”将在立法和监管体系逐步完善的同时,研究数字资产短期和中期合作的方案。

英国财政部还表示,该小组还将重点关注“减轻英国和美国公司跨境融资的负担”。该特别工作组将由英美财政部官员共同主持,并在180天内提交建议报告。成员将包括负责资本市场和数字资产监管的大西洋两岸监管机构。

【彭博社:Tether 计划融资 200 亿美元,估值达到 5000 亿美元】

比推消息,据彭博社报道,Tether 正在寻求通过私人配售筹集最多 200 亿美元。此次大规模融资将使其估值达到约 5000 亿美元,与 OpenAI 和 SpaceX 并驾齐驱。Tether 将发行新股,Cantor Fitzgerald将担任首席顾问。

Tether 的 USDT市值约为 1728 亿美元,是市值最高的稳定币。近期在美国上市的 Circle 是 USDC 的发行方,根据CoinMarketCap 的数据,USDC 的市值排名第二,达到 740 亿美元。

此次加息报告发布之际,Tether 近期公布其第二季度净利润为 49 亿美元,储备超过 1625 亿美元,负债为 1571 亿美元。此外,其储备中还持有约 89 亿美元的比特币。

彭博社称,交易谈判尚处于初期阶段,最终融资金额可能会大幅降低。据报道,过去几周,潜在投资者已获准接触其数据,以促成交易。

【美国CFTC启动代币化抵押品计划,允许使用稳定币作为衍生品交易保证金】

比推消息,美国商品期货交易委员会(CFTC)代理主席Caroline D. Pham于9月23日宣布,正式启动衍生品市场中代币化抵押品应用计划,允许交易者使用稳定币等数字资产作为交易保证金。该计划旨在提升市场效率与透明度,是CFTC推动资本市场现代化及落实数字资产市场工作组建议的关键举措。

CFTC已于今年2月联合Circle、Coinbase、Ripple等企业启动非现金抵押品试点,现公开征求行业意见,截止期为10月20日。Pham强调“代币化市场代表未来”,CFTC将持续推进负责任创新。

【美SEC在“通用上市”框架下批准了灰度的以太坊ETF】

比推消息,美国证券交易委员会 (SEC) 在新的“通用上市”框架下批准了灰度的以太坊ETF。

【美国法院驳回孙宇晨阻止彭博社披露其超 30 亿美元加密资产组合的请求】

比推消息,据 Cryptonews 报道,美国特拉华联邦地区法院法官 Colm Connolly 裁决孙宇晨起诉彭博社一案,支持彭博社。此前,孙宇晨提交二次动议,寻求临时限制令等,禁止彭博社公布其特定加密货币持有数量。法官裁定孙宇晨未能证明彭博社同意不披露其资产详情,他须以清晰且有说服力的证据证明彭博社有过相关承诺。

法庭文件显示,孙宇晨持有 600 亿枚 TRX、1.7 万枚 BTC、22.4 万枚 ETH 和 7 亿枚 USDT。今年 2 月,彭博社为编制亿万富翁指数联系孙宇晨团队,文章发布后他先起诉又撤诉。谈判失败后,9 月 11 日孙宇晨再次提交动议,要求彭博社删除相关内容。他声称记者承诺保密,但彭博社否认。法官还认为,孙宇晨未能证明公布信息会使其更易受侵害,且他本人披露的比特币信息更具体。

【Vitalik 称 Fusaka 升级将推动以太坊扩容】

比推消息,Vitalik Buterin表示,Fusaka 升级核心功能 PeerDAS 将实现无需单节点下载完整数据的区块链运行。

PeerDAS 通过节点抽样验证区块数据可用性,利用纠删码恢复缺失数据。首版仍需在初次广播和重建时有完整数据,但仅需一名诚实参与者即可。未来将实现分布式消息和区块构建。Vitalik 强调安全优先,blob 数量将逐步增加,推动 L2 及 L1 扩容。

【华尔街日报:美SEC和金融监管局已对“加密概念股”异常交易展开审查】

比推消息,据华尔街日报报道,知情人士称,美国证券交易委员会(SEC)和金融业监管局(Finra)正在对200多家宣布将加密货币投资作为核心战略的上市公司进行异常交易审查。监管机构已联系部分企业,质疑其在战略公告前出现的异常高交易量和股价波动。

监管人士指出,SEC重点关注这些公司是否违反《公平披露条例》,即是否存在向特定投资者选择性披露重大非公开信息的行为。法律专家表示,此类问询通常是内幕交易调查的前兆,但尚不清楚是否会发展为正式执法行动。

此次审查涉及今年宣布配置加密货币资产的所有上市公司,监管机构旨在排查公告前可能存在的信息泄露及不当交易行为。

【彭博社:Kraken 在 IPO 前考虑潜在投资者,估值 200 亿美元】

比推消息,Kraken 正在洽谈融资事宜,准备进行首次公开募股 (IPO),此举可能使其估值达到 200 亿美元。

彭博社援引一位匿名消息人士的话称:“这笔融资尚未最终确定,仍将取决于市场情况,其中将包括来自战略投资者的 2 亿至 3 亿美元承诺资金。”

此前, 《财富》杂志报道称, Kraken 悄然完成了 5 亿美元的融资,估值达到 150 亿美元。

Kraken 是美国交易量最大的加密货币场所之一, 计划于 2026 年初进行公开募股,目前已进入扩张模式。


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