According to Cointelegraph, Fitch Ratings has issued a cautionary report regarding U.S. banks with significant cryptocurrency exposure, suggesting that their ratings may be negatively reassessed. The report, released on Sunday, highlights the dual nature of crypto integrations, which can enhance fees, yields, and efficiency but also introduce risks related to reputation, liquidity, operations, and compliance. Fitch emphasized that while stablecoin issuance, deposit tokenization, and blockchain technology offer banks opportunities to improve customer service and leverage blockchain speed and efficiency in payments and smart contracts, these benefits come with potential drawbacks. The agency warned that it might reconsider the business models or risk profiles of banks heavily involved in digital assets. Fitch Ratings acknowledged that regulatory advancements in the U.S. are contributing to a safer cryptocurrency industry. However, banks still face challenges in managing the volatility of cryptocurrency values, the pseudonymity of digital asset owners, and the protection of digital assets from loss or theft. These issues must be addressed to fully realize the earnings and franchise benefits associated with crypto integrations. Fitch Ratings, alongside Moody’s and S&P Global Ratings, is one of the "Big Three" credit rating agencies in the U.S., and its assessments carry significant weight in the financial sector. A downgrade by Fitch could lead to decreased investor confidence, increased borrowing costs, and growth challenges for banks with substantial crypto exposure. The report also pointed out that major banks such as JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo are actively involved in the crypto sector. Fitch raised concerns about the systemic risks posed by the rapid growth of the stablecoin market, particularly if it becomes large enough to impact other financial areas and institutions. The agency warned that the adoption of stablecoins could increase financial system risks, especially if it reaches a level that influences the Treasury market. Moody’s recently echoed similar concerns in a report from late September, highlighting the potential systemic risks of stablecoins. The report argued that widespread adoption of stablecoins in the U.S. could undermine the legitimacy of the U.S. dollar. Moody’s noted that high penetration of USD-linked stablecoins could weaken monetary transmission, particularly when pricing and settlement occur outside the domestic currency. This situation creates pressures similar to unofficial dollarization but with greater opacity and less regulatory oversight.

According to Cointelegraph, Fitch Ratings has issued a cautionary report regarding U. S. banks with significant cryptocurrency exposure, suggesting that their ratings may be negatively reassessed. The report, released on Sunday, highlights the dual nature of crypto integrations, which can enhance fees, yields, and efficiency but also introduce risks related to reputation, liquidity, operations, and compliance source: https://www.binance.com/en/square/post/33460957069993?utm_source=BinanceNewsRSS

The pilot program allows futures commission merchants to accept Bitcoin, Ether and USDC for margin collateral, provided strict reporting criteria are followed. source: https://cointelegraph.com/news/cftc-pilot-crypto-collateral-derivative-markets?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

While crypto offers banks an opportunity to generate new sources of revenue, Fitch warns it could bring risks that could lead to rating revisions. source: https://cointelegraph.com/news/fitch-ratings-warns-reassess-banks-with-high-crypto-exposure?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

The two largest crypto treasury companies, Bitcoin-focused Strategy (formerly MicroStrategy) and Ethereum-heavy BitMine, executed significant expansions of their digital asset treasuries this week despite their falling premium. On Dec. 8, Strategy revealed that it acquired 10,624 BTC last week for $962. 7 million, its largest weekly outlay since July source: https://cryptoslate.com/the-infinite-money-glitch-fueling-strategy-and-bitmine-has-evaporated-forcing-a-desperate-pivot-to-survive/

null source: https://x.com/lookonchain/status/1998204237818494986

Do Kwon will be sentenced in the US on December 11 after pleading guilty to wire fraud and conspiracy charges. source: https://www.cryptopolitan.com/do-kwon-is-set-for-sentencing/

Michael Saylor’s hint about a fresh Bitcoin purchase has renewed talk among traders and investors, even as on-chain stress signals point to a tougher stretch for the network. The mix of heavy buying by public firms and signs of miner strain is drawing attention from both bulls and bears. Related Reading: Bitcoin Adoption Is Just Getting Started — 200x Growth Possible, Tom Lee Says Saylor’s Tracker Signals According to a StrategyTracker chart shared by Michael Saylor, Strategy holds about 650,000 BTC with a portfolio value near $58 billion. The chart lists an average purchase price of $74,436 and shows 88 confirmed buy events over time source: https://www.newsbtc.com/news/bitcoin/bitcoin-alert-saylor-signals-new-purchase-as-his-favorite-indicator-returns/

王永利的解释是一个重要的提醒，但关于稳定币的中国故事，可能需要更广阔的叙事。

2025年12月并非“日元携带交易引爆全球”的起点，而是“美国货币政策从紧缩到过度宽松”转折的起点，真正的风险在2026~2027年。

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无疑，我们走到了加密行业的至暗时刻，也许有一部分人不以为然，因为他们对赌场化的现状和个体利己主义的沉迷已经盖过行业成长本身。

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选择祭出 14 亿美元的储备金或许是基于坚持不抛售比特币策略的退让，但在面对现实之际，Strategy 也同步下修全年财测与关键绩效指标。

比特币持有者想要使用他们的比特币，但基础设施从未提供过安全且原生的方式来实现这一点。

预测,加密市场,做空预测市场 金色财经,超级投机周期的均值回归。

如果采用更严苛的、完全惩罚性的 $BTC 处理方式，其资本缺口则可能在 125 亿至 250 亿美元之间。

正如代币化代表了市场中的一种演变，委员会将审议的建议主题也同样如此。人工智能的出现有望彻底改变工作流程和商业模式。