IREN closed trading on Wednesday up nearly 7%, slightly recovering from a major drop on Tuesday after sharing plans for its latest capital raising effort. source: https://cointelegraph.com/news/iren-shares-recover-3-6-billion-capital-raise-ai-bitcoin?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

null source: https://x.com/lookonchain/status/1996408400226431251

الرؤى الرئيسية كان سعر البيتكوين (BTC USD) يميل بشكل متزايد لصالح المضاربين على الارتفاع في الآونة الأخيرة. وهو تغيير منعش عن الاتجاه الهبوطي الذي ساد خلال الأسابيع القليلة الماضية، ولكن هذا جعل المستثمرين يتساءلون عما إذا كان هناك انتعاش أعمق في الأفق. source: https://www.thecoinrepublic.com/ar/2025/12/03/%d8%b3%d8%b9%d8%b1-%d8%a7%d9%84%d8%a8%d9%8a%d8%aa%d9%83%d9%88%d9%8a%d9%86-btc-usd-%d8%a7%d9%84%d8%aa%d9%88%d9%82%d8%b9%d8%a7%d8%aa-%d8%a7%d9%84%d8%b5%d8%b9%d9%88%d8%af%d9%8a%d8%a9-%d9%85%d9%82/

According to PANews, Aave DAO has approved a proposal to set the loan-to-value (LTV) ratio for USDS and DAI to 0% across all Aave V3 instances and increase the risk reserve rate (RF) to 25%. The proposal highlights that USDS is no longer suitable as collateral due to decreased profitability and asymmetric risks in its issuance model. MakerDAO founder Rune responded, indicating a misunderstanding of the Sky ecosystem's lending logic and expressing optimism that USDS could regain collateral eligibility with improved transparency and scalability.

According to ChainCatcher, the U.S. Securities and Exchange Commission (SEC) has postponed the deadlines for the disclosure rules related to short selling and securities lending. The final deadline for large investment management institutions, including hedge funds, to comply with short selling reporting requirements has been extended to January 2, 2028. The disclosure obligations for securities lending transactions have been delayed until September 28, 2028.The SEC stated that these temporary exemptions align with public interest and investor protection goals. In October 2023, the SEC introduced new regulations mandating eligible asset management institutions to report short positions data monthly. Pension funds, banks, and institutional investors lending their stocks are required to submit reports the day after the transaction.In August, the U.S. Fifth Circuit Court of Appeals ruled that the SEC had not adequately assessed the economic impact of its rulemaking, prompting the agency to reconsider. SEC's sole Democratic commissioner, Crenshaw, expressed concern that the compliance date extensions are being used as a pretext to undermine the rules, which could erode the foundation of the rule of law.

近期市场回调给一些大型数字资产财库（DAT）带来了压力，因此有必要重新审视DAT的初衷、发展历程，以及近期市场低迷对其未来发展意味着什么。

加密货币领域有很多值得担忧的事情，但Strategy出售比特币绝不在其中。无需担忧MSCI的决定对其股价的影响，短期内没有任何合理机制会迫使Strategy出售比特币。

多家华尔街巨头向美财政部表态，对哈塞特被提名为下一任美联储主席深感忧虑。投资者担心，他若执掌美联储，或迎合特朗普而激进降息，损害央行独立性并引发债市动荡。

香港证监会行政总裁梁凤仪的讲话不仅是对香港乃至亚洲金融监管方向的定调，更为数字资产等新兴领域的规范发展提供了清晰的路线图。

2025年12月的市场，不是牛市结束，也不是熊市开始，而是“牛市最后阶段的流动性幻觉正在被逐渐剥夺”。

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市场下跌提供了更好的入场机会，但“真实收益”叙事需仔细甄别，并非所有下跌的代币都具备抄底价值。

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