星球日报 | Solana月活和新增地址数创年内新高；比特币减半不足120天（12.25）

Odaily星球日报2023-12-25 tarihinde yayınlandı2023-12-25 tarihinde güncellendi

Özet

Solana 12月月活地址数突破1560万个，创年内新高。

头条

Solana 网络月活地址数以及新增地址数均已创下年内新高。截至目前，Solana 网络 12 月月活地址数突破 1560 万个，相比 11 月增加约 50% 。
此外，Solana 网络 12 月新增地址数达到 680 万个，不过 12 月的非投票交易笔数略低于 11 月。

比特币减半时间预计为 2024 年 4 月 22 日，已剩余不足 120 天

据 Bitcoinblockhalf 网站显示，当前区块高度距离比特币减半时间剩余已不足 120 天，减半时间预计为 2024 年 4 月 22 日，届时区块奖励将从 6.25 BTC 降至 3.125 BTC。

行业要闻

Paxos 获得监管批准，将在 Solana 发行 USDP

稳定币发行商 Paxos 已获得监管部门批准，可将其产品扩展到 Solana 网络。Paxos 计划将于 2024 年 1 月 17 日在 Solana 发行 USDP 稳定币。（Fortune）

日本内阁会议通过 2024 财年税制改革纲要，企业加密资产将无需征市值计价税

日本政府在 22 号的内阁会议上批准了 2024 财年的税制改革纲要。该修正案包括以下改动，即适用于持有第三方发行的加密资产（虚拟货币）的公司将无须征收市值计价税。
截至目前，日本国内公司持有的第三方发行的加密资产（虚拟货币）根据市场价值和账面价值之间的差额在财政年度结束时记录为损益。修改后将只对相关公司出售加密货币产生的利润征税，这意味着适用于散户投资者的相同税收制度将发生变化。该法案将于明年 1 月提交国会例行，并需要得到众议院和参议院的批准。（Coinpost）

Arthur Hayes：抛售 SOL，买入 ETH

BitMEX 创始人 Arthur Hayes 在 X 平台表示，自己将抛售 SOL 代币，并买入 ETH。对这一做法的动机，他解释道，“我在冥想时接收到了主的信息。他告诉我：抛售 Sam 的 PoS，并表达你对大天使 Vitalik 的爱。”

ETF 事件跟踪

SEC 现货比特币 ETF 申请书截止提交日为 12 月 29 日，并确认第一波批准决策时间为 1 月 10 日

据有关人士透露，SEC 官员早前与至少与 7 家希望在 2024 年初推出比特币现货 ETF 的发行商代表会面，并将于明年 1 月 10 日决定是否批准或拒绝 ARK Investments 及 21 Shares 提交的联合草案，而一种广为认可的说法认为，SEC 最终会在截止日前，同时批准多项申请。

彭博分析师：贝莱德计划在 1 月 3 日为其现货比特币 ETF 注入 1000 万美元种子资金

彭博分析师 Eric Balchunas 在 X 平台表示，贝莱德预计在 1 月 3 日为其现货比特币 ETF（代码 IBIT）注入 1000 万美元种子资金，这比之前他们在 10 月份募集的 10 万美金要高很多。
彭博分析师 James Seyffart 认为，注入种子资金并不代表立即启动 ETF，但也许意味着不久后就会推出。

ARK Invest 与 21 Shares 昨日与美 SEC 会面商讨比特币现货 ETF 事宜

据 SEC 官网备忘录，ARK Invest 与 21 Shares 昨日与美 SEC 会面商讨比特币现货 ETF 事宜。

贝莱德和 Hashdex 分别为其现货比特币 ETF 提交修订后的 S-1 文件

彭博分析师 James Seyffart 在 X 平台发文表示，贝莱德和 Hashdex 就其现货比特币 ETF 提交了修订后的 S-1 文件，其中 Hashdex 选择 BitGo 作为其托管合作伙伴。

Arthur Hayes：现货比特币 ETF 采取现金申购机制将带来新的套利机会

BitMEX 联合创始人 Arthur Hayes 在 X 平台发文表示：“（现货）比特币 ETF 是现金还是实物（In-kind）申购，哪个更重要？对于基金来说，实物更简洁，因为基金不必指导 BTC 的交易，但这意味着 BTC 可以从任何地方获得。现金更为复杂，但它赋予基金很大的权力。基金交易部门将有很大的权力来指导大量的 BTC 交易流。大概率只有与政治有关的经纪人和交易所才会被用作交易对手，为该基金购买和出售比特币。这将为那些可以在美国和非美国比特币交易所进行交易的人提供丰厚的套利机会。”

投融资事件

Akron Energy 融资 1.1 亿美元，资金主要用于对美国比特币矿企提供支持

数据中心基础设施公司 Akron Energy 完成 1.1 亿美元融资，此轮融资由 Bluesky Capital Management 领投，Kestrel 0x 1、Nural Capital 和 Florence Capital 参投。
Akron Energy 首席执行官 Josh Payne 表示，新资金将用于扩大公司业务，其中 8000 万美元将用于在俄亥俄州、北卡罗来纳州和德克萨斯州的新数据中心额外获得 200 兆瓦的容量。Payne 还表示该公司的美国数据中心投资组合主要由机构级比特币挖矿公司占据。（Techcrunch）

项目要闻

Rune.Alpha 宣布市场测试网将于下周上线

比特币铭文项 Rune Alpha 官方表示，其市场测试网将于下周上线。Rune Alpha 市场测试网主要面向 COOK 和其他 Rune 资产的交易。

Ordinals 铭文累计费用收入突破 4800 枚 BTC，约合 2.13 亿美元

比特币 NFT 协议 Ordinals 铭文铸造的累计费用收入达 4, 864.665 枚 BTC，约合 213, 649, 863 美元。当前铸造铭文总量达到 50, 948, 516 枚。

链游 Illuvium 发布 2024 年路线图更新：争取Q1推出公测版本，可能延期至Q2初

链游 Illuvium 发布 2024 年路线图更新，其中推出测试网是首要目标。团队正在集成区块链技术，最终确定 IMX 护照，并完成 Fuel 交换。
关于时间线：目标是在 2024 年第一季度推出公测（Open Beta）版本，但由于致力于质量和彻底的测试，所以有可能延长到第二季度初。团队为潜在的延迟做好了准备，以确保最好的结果。

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