火星早报 | 美联储高官将推进稳定币监管规则制定；美SEC主席将于今晚在纽交所发表演讲

marsbitPublicado em 2025-12-01Última atualização em 2025-12-02

火星财经消息，据彭博社报道，美联储高级银行监管官员 Michelle Bowman 计划于周二在众议院金融服务委员会听证会上宣布，将致力于为银行和稳定币建立新的监管规则。该举措旨在确保华尔街传统金融机构、金融科技公司和加密货币企业之间的健康竞争。Bowman 在准备好的讲话中强调，监管者的职责是以负责任的方式鼓励创新，同时不断提升对创新可能带来的安全和稳健风险的监督能力。

美SEC主席将于今晚在纽交所发表演讲，阐述美国资本市场未来愿景

火星财经消息，12 月 2 日，据官方消息，美国证监会（SEC）主席 Paul Atkins 将于北京时间 12 月 2 日晚上 10:15（美东时间上午 9:15）在纽约证券交易所敲响开市钟，并于晚上 11 点发表题为《在 250 周年之际重振美国资本市场》的重要演讲。他将在演讲中阐述自己关于强化美国资本市场、为未来一个世纪奠基的总体愿景，以及 SEC 当前正在采取的具体举措。

灰度将推出首个Chainlink现货ETF

火星财经消息，12 月 2 日，彭博社 ETF 分析师 Eric Balchunas 在社交媒体发文表示，灰度将推出首个 Chainlink 现货 ETF（GLNK），交易所公告已发布。

Coinbase 高管被股东起诉涉嫌内幕交易获利 42 亿美元

火星财经消息，Coinbase 股东在特拉华州提起诉讼，指控公司高管和投资者包括 CEO Brian Armstrong 和董事会成员 Marc Andreessen 在内，涉嫌多年来隐瞒公司在 KYC 和反洗钱合规方面的失败、数据泄露风险以及监管调查情况，同时以虚高价格出售价值 42 亿美元的公司股票。原告称，Coinbase 早在今年 1 月就知道黑客通过第三方客服提供商获取了用户敏感信息，但直到 5 月才披露该数据泄露事件。股东不仅寻求数十亿美元赔偿，还要求获得董事会席位及对公司政策的更大影响力。Coinbase 上月宣布计划将公司总部从特拉华州迁至加密货币友好的德克萨斯州。

加密恐慌指数跌至23，市场仍处于「极度恐慌」状态

火星财经消息，12 月 2 日，据 Alternative 数据，今日加密货币恐慌与贪婪指数跌至 23（昨日为 24），上周均值为 20，市场仍处于「极度恐慌」状态。注：恐慌指数阈值为 0-100，包含指标：波动性（25%）＋市场交易量（25%）＋社交媒体热度（15%）＋市场调查（15%）＋比特币在整个市场中的比例（10%）＋谷歌热词分析（10%）。

Kalshi 在内华达失去禁令保护后寻求阻止州监管执法，期间将提起上诉

火星财经消息，预测市场平台 Kalshi 在感恩节前夕失去阻止内华达州监管机构执法的初步禁令，当前正向法院申请在上诉期间继续阻止州监管行动。法院撤销禁令意味着 Kalshi 若继续在内华达运营，将面临潜在法律风险。Kalshi 与 Polymarket 类似，提供涵盖体育、政治、加密与传统市场的预测合约，其认为获得 CFTC 牌照即可在全美 50 州运营，但部分州监管机构——尤其是内华达——对此持不同意见。

内华达监管机构在禁令解除后表示，在法院决定是否批准暂缓执行前，不会立即展开执法程序，但这并不等同于由法院下达的行政层面豁免。法院要求州监管机构在 12 月 8 日前回应 Kalshi 的申请，Kalshi 可于 12 月 12 日前提交答复。

报告指出，Kalshi 在多州与监管机构博弈之际，平台交易量快速增长，并在红杉领投的融资中估值升至 110 亿美元。Certuity 预计，到 2035 年预测市场规模或将达到 955 亿美元。内华达监管机构则指责 Kalshi 在缺乏州博彩牌照的情况下“持续从事违法活动”，并强调 Crypto.com 与 Robinhood 均已在上诉期间同意暂停当地业务。Crypto.com 未获续期禁令保护，其预测市场业务在内华达暂停。（Decrypt）

韩国最大加密交易所 Dunamu 创始人通过 136 亿美元并购交易跻身亿万富豪行列

火星财经消息，据彭博社报道，韩国最大加密货币交易所 Dunamu Inc. 的创始人宋志亨和金亨年上周同意将公司出售给 Naver Corp. 的金融科技部门，交易采用全股票方式进行。根据彭博亿万富豪指数，在这笔估值 136 亿美元的并购交易中，宋志亨将获得合并实体 19% 的股份，价值 27 亿美元；金亨年将获得 10% 的股份，价值 14 亿美元，两人由此跻身全球最富有人群行列。

Coinbase将上线Plasma (XPL)

火星财经消息，12 月 2 日，据官方公告，Coinbase 将上线 Plasma (XPL)，现货交易将于 2025 年 12 月 2 日正式上线。如果流动性条件满足，且交易支持地区符合要求，XPL-USD 交易对将开放。

过去24小时全网爆仓9.74亿美元，超26万人被爆仓

火星财经消息，12 月 2 日，据 Coinglass 数据显示，过去 24 小时全网爆仓 9.74 亿美元，其中多单爆仓 8.51 亿美元，空单爆仓 1.23 亿美元。共有 267,320 人被爆仓，最大单笔爆仓单发生在 Hyperliquid - ETH-USD 价值 1560.95 万美元。

疑似Bitmine或Sharplink Gaming地址从FalconX收到7,080枚ETH

火星财经消息，12 月 2 日，据 Onchain Lens 监测，某地址从 FalconX 收到 7,080 枚 ETH，价值 1989 万美元，该地址可能属于 Bitmine 或 Sharplink Gaming。该地址目前持有 23,772 枚 ETH，价值 6677 万美元。

Kalshi 与 Solana 合作，将其预测市场迁移至链上

火星财经消息，预测市场平台 Kalshi 已选择与 Solana 合作，将其预测市场迁移至链上，并实现其全球流动性池的无需许可的货币化。Kalshi 计划将其数千个预测市场进行代币化，以吸引加密原生用户并增强流动性。此举也进一步加剧了 Kalshi 与 Polymarket 的竞争，后者原生部署在 Polygon 上。随着双方用户与交易规模持续增长，竞争态势愈发激烈。.

Tom Lee：BTC 和 ETH 风险回报比正变得相当具有吸引力

火星财经消息，BitMine 董事长兼首席执行官 Tom Lee 发文表示，“尽管钱包数量、链上活动、手续费或代币化进展等指标衡量的基本面持续向好，加密资产价格却持续下跌。因此，BTC 和 ETH 的风险回报比正变得相当具有吸引力。”

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