火必周刊(3.20-3.26)

火币资讯Опубліковано о 2023-03-27Востаннє оновлено о 2023-03-27

Анотація

上周不容错过的新闻速览,本周事件抢先一览。

上周不容错过的新闻如下:

上周利好事件

1. 关键词:瑞士信贷、流动性援助

据彭博社报道,瑞士银行将以 30 亿瑞士法郎 (33 亿美元) 的全股票交易方式收购其瑞士信贷。瑞士央行将向瑞银提供 1000 亿瑞士法郎的流动性援助,政府将为瑞银收购的资产可能发生的损失提供 90 亿瑞士法郎担保。瑞士金融市场监管局 FINMA 表示,约 160 亿瑞信债券将变得毫无价值。鉴于瑞信是一家系统重要性银行,瑞士央行行长 Thomas Jordan 周日晚间在新闻发布会上表示「必须迅速采取行动,尽快找到解决方案」。

2. 关键词:俄罗斯杜马、俄罗斯中央银行数字货币

俄罗斯国家杜马在本周批准了建立俄罗斯中央银行数字货币(CBDC)发行和监管体系的法律草案一读,此外,俄罗斯还批准了对俄罗斯民法典进行修改并将数字卢布定义为“非现金货币”的法案的一读,以及制定了有关钱包协议和数字货币继承的规则,这两项法案主要弥补了货币数字化带来的监管空白。

3. 关键词:美联储加息、见顶

华尔街日报:美联储周三批准再次加息0.25个百分点,但暗示银行系统的动荡可能会使该央行比两周前预计的更早结束加息行动。

4. 关键词:比特币期货未平仓合约、已达年度高点

CoinGlass数据显示,比特币 (BTC) 期货未平仓合约的名义价值已达到 120 亿美元的年度高点,当月增长 7%。未平仓头寸的增加意味着新资金正在流入市场,但并不能说明交易者是在为价格上涨还是价格下跌做准备。

5. 关键词:银行业危机 、巴菲特

据彭博社报道,随着地区银行业危机的持续发酵,伯克希尔哈撒韦公司董事长巴菲特最近几天一直在与拜登政府的高级官员保持联系。据知情人士透露,拜登团队和巴菲特在过去一周进行了多次对话,内容主要集中在巴菲特可能以某种方式投资美国地区银行业,但巴菲特也就当前的动荡给出了更广泛的建议和指导。

6. 关键词:ARB 、空投

Arbitrum 开启空投后,目前已有超7.9 亿枚$ARB 代币被申领,约占此次空投总量68.4%。另外值得注意的是,目前$ARB 流通市值已超越另一个Layer 2 强劲对手Optimism(OP) 两倍以上。

7. 关键词:ARB 、空投

Arbitrum是以太坊的第二层扩容解决方案,它于3月16日宣布进行空投ARB治理代币,预计符合条件的接收者将在3月23日前获得该代币。对其空投的热情现在已经帮助另一个第二层解决方案zkSync实现了显著的周增长。

根据加密货币链上分析公司Nansen的数据,过去七天内有超过39,000个地址将超过8.71亿美元的资产桥接到zkSync上。过去一周内,桥接到zkSync的地址数量增加了5倍。

上周利空事件

8. 关键词:比利时金融市场监管机构 、加密货币广告

比利时金融市场监管机构金融服务和市场管理局 (FSMA) 将在其管辖范围内实施一套新的加密货币推广规则,该规则将于 2023 年 5 月 17 日生效。

新的加密货币广告规则包含三个关键领域:信息必须准确且不具有误导性,广告必须包含强制性风险信息,加密货币公司需要在任何大规模活动之前通知 FSMA 。此外,监管机构将大众活动定义为公司针对至少 25,000 名消费者的任何促销活动。

9. 关键词:美国国税局、NFT 征税

周二公布的一份文件显示,美国国税局正在考虑是否对 NFT 征收与邮票、艺术品和美酒等其他收藏品同等的税,此举可能会对那些将数字资产纳入退休计划的人产生影响。

10. 关键词:黑山警方、Do Kwon

据 CoinDesk 报道,在黑山警方逮捕 Terraform Labs 创始人 Do Kwon 数小时后,美国纽约联邦检察官对 Do Kwon 提起刑事欺诈指控,根据诉状,Do Kwon 被控串谋诈骗、商品欺诈、证券欺诈、电汇欺诈和串谋操纵市场。

本周大事提醒

1. EOS EVM将于3月27日推出最终测试网;

2. 美众议院小组计划于3月29日就SVB、Signature倒闭举行首次听证会;

3. Twitter将于3月31日开源所有用于推文推荐的代码;

4. 俄罗斯数字卢布准备于4月1日推出消费者试点。

Пов'язані матеріали

North Korean Hackers Loot $500 Million in a Single Month, Becoming the Top Threat to Crypto Security

North Korean hackers, particularly the notorious Lazarus Group and its subgroup TraderTraitor, have stolen over $500 million from cryptocurrency DeFi platforms in less than three weeks, bringing their total theft for the year to over $700 million. Recent major attacks on Drift Protocol and KelpDAO, resulting in losses of approximately $286 million and $290 million respectively, highlight a strategic shift: instead of targeting core smart contracts, attackers are now exploiting vulnerabilities in peripheral infrastructure. For instance, the KelpDAO attack involved compromising downstream RPC infrastructure used by LayerZero's decentralized validation network (DVN), allowing manipulation without breaching core cryptography. This sophisticated approach mirrors advanced corporate cyber-espionage. Additionally, North Korea has systematically infiltrated the global crypto workforce, with an estimated 100 operatives using fake identities to gain employment at blockchain companies, enabling long-term access to sensitive systems and facilitating large-scale thefts. According to Chainalysis, North Korean-linked hackers stole a record $2 billion in 2025, accounting for 60% of all global crypto theft that year. Their total historical crypto theft has reached $6.75 billion. Post-theft, they employ specialized money laundering methods, heavily relying on Chinese OTC brokers and cross-chain mixing services rather than standard decentralized exchanges. Security experts, while acknowledging the increased sophistication, emphasize that many attacks still exploit fundamental weaknesses like poor access controls and centralized operational risks. Strengthening private key management, limiting privileged access, and enhancing coordination among exchanges, analysts, and law enforcement immediately after an attack are critical to improving defense and fund recovery chances. The industry's challenge now extends beyond secure smart contracts to safeguarding operational security at the infrastructure level.

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North Korean Hackers Loot $500 Million in a Single Month, Becoming the Top Threat to Crypto Security

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Circle CEO's Seoul Visit: No Korean Won Stablecoin Issuance, But Met All Major Korean Banks

Circle CEO Jeremy Allaire's recent activities in Seoul indicate a strategic shift for the company, moving away from issuing a Korean won-backed stablecoin and instead focusing on embedding itself as a key infrastructure provider within Korea’s financial and crypto ecosystem. Despite Korea accounting for nearly 30% of global crypto trading volume—with a market characterized by high retail participation and altcoin dominance—Circle has chosen not to compete for the role of stablecoin issuer. Instead, Allaire met with major Korean banks (including Shinhan, KB, and Woori), financial groups, leading exchanges (Upbit, Bithumb, Coinone), and tech firms like Kakao. This approach reflects a broader industry transition: the core of stablecoin competition is shifting from issuance rights to systemic positioning. With Korean regulators still debating whether banks or tech companies should issue stablecoins, Circle is avoiding regulatory uncertainty by strengthening its role as a service and technology partner. The company is deepening integration with trading platforms, building connections, and promoting stablecoin infrastructure. This positions Circle to benefit regardless of which entity eventually issues a won stablecoin. Allaire also noted the potential for a Chinese yuan stablecoin in the next 3–5 years, underscoring a regional trend of stablecoins becoming more regulated and integrated with traditional finance. Ultimately, Circle’s strategy highlights that future influence in the stablecoin market will belong not necessarily to the issuers, but to the foundational infrastructure layers that enable cross-system transactions.

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Circle CEO's Seoul Visit: No Korean Won Stablecoin Issuance, But Met All Major Korean Banks

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SpaceX Ties Up with Cursor: A High-Stakes AI Gambit of 'Lock First, Acquire Later'

SpaceX has secured an option to acquire AI programming company Cursor for $60 billion, with an alternative clause requiring a $10 billion collaboration fee if the acquisition does not proceed. This structure is not merely a potential acquisition but a strategic move to control core access points in the AI era. The deal is designed as a flexible, dual-path arrangement, allowing SpaceX to either fully acquire Cursor or maintain a binding partnership through high-cost collaboration. This "option-style" approach minimizes immediate regulatory and integration risks while ensuring long-term alignment between the two companies. At its core, the transaction exchanges critical AI-era resources: SpaceX provides its Colossus supercomputing cluster—one of the world’s most powerful AI training infrastructures—while Cursor contributes its AI-native developer environment and strong product adoption. This synergy connects compute power, models, and application layers, forming a closed-loop AI capability stack. Cursor, founded in 2022, has achieved rapid growth with over $1 billion in annual revenue and widespread enterprise adoption. Its value lies in transforming software development through AI agents capable of coding, debugging, and system design—positioning it as a gateway to future software production. For SpaceX, this move is part of a broader strategy to evolve from a aerospace company into an AI infrastructure empire, integrating xAI, supercomputing, and chip manufacturing. Controlling Cursor fills a gap in its developer tooling layer, strengthening its AI narrative ahead of a potential IPO. The deal reflects a shift in AI competition from model superiority to ecosystem and entry-point control. With programming tools as a key battleground, securing developer loyalty becomes crucial for dominating the software production landscape. Risks include questions around Cursor’s valuation, technical integration challenges, and potential regulatory scrutiny. Nevertheless, the deal underscores a strategic bet: controlling both compute and software development access may redefine power dynamics in the AI-driven future.

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SpaceX Ties Up with Cursor: A High-Stakes AI Gambit of 'Lock First, Acquire Later'

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