1. 政府数据缺失，前美联储副主席支持鹰派降息；2. Bitwise CIO：预测加密市场未来十年将增长 10-20 倍；3. Polymarket CEO：目前处于亏损运营，扩大市场份额是最优先事项；4. 现货黄金短线走高 12 美元，站上 4200 美元/盎司；5. 美联储决议前瞻：比降息更重要的是扩表信号6. 某巨鲸从 Coinbase 累计买入 9885.6 万枚 RLS，价值 151 万美元；7. CoinGecko：上市公司持有超 5%比特币总供应量，其中 Strategy 占 3%；8. Solana 在 DApp 收入和 DEX 交易量上继续领先所有 L1 和 L2 链；9. 某巨鲸 5 倍杠杆做多 HYPE，浮亏 1530 万美元；10. “1011 闪崩后开空巨鲸 ” ETH 多单持仓已突破 70,000 枚。

According to Odaily, the NFIB Small Business Optimism Index in the United States increased to 99.0 in November, up by 0.8 points from October. This rise was driven by improved sales expectations, with six out of ten sub-indices showing growth. However, the uncertainty index climbed by 3 points to 91, partially offsetting the optimism. Concerns persist in the labor market, with the overall situation remaining challenging. Approximately 33% of business owners reported job vacancies in November, up from 32% in October, marking the first increase since June and significantly higher than the historical average of 24%. There are positive signs in employment expectations, as about 19% of business owners plan to hire more employees in the next three months, a 4 percentage point increase from October and the highest level this year. Inflation remains a significant concern in the November data, with the proportion of business owners raising average selling prices increasing from 21% in October to 34%, the highest since March 2023.

According to Foresight News, Wintermute has indicated that recent price movements suggest a pause rather than a shift in market trends. Current market activity is concentrated in the most liquid segments, with narrowing basis and subdued funding rates highlighting limited investor interest in directional leverage until policy clarity is achieved. This week's Federal Reserve decision and next week's Bank of Japan decision will be pivotal in determining year-end interest rate differentials and cross-asset volatility.In the absence of decisive macroeconomic surprises, cryptocurrencies may continue to fluctuate within a range, driven more by liquidity and positioning than fundamentals. The rise of neutral delta strategies and carry trades, particularly outside mainstream currencies, suggests that the market is prioritizing capital efficiency while awaiting clearer signals, reinforcing consolidation as the prevailing trend.

ETH inflows into Binance spiked suddenly in December, rising to the highest level since the spring of 2023. source: https://www.cryptopolitan.com/eth-highest-inflow-to-binance-since-2023/

当美国还在纠结“谁管什么”，当欧洲 MiCA 还在磨合期，阿布扎比已经默默完成了基础设施的拼图。

Instead of sliding alongside other assets, ZEC surprised traders with a double-digit jump. source: https://coindoo.com/zcash-defies-market-weakness-as-network-upgrade-attracts-big-buyers/

美国 11 月 NFIB 小型企业信心指数升至 99.0，较 10 月上升 0.8 点，十项分项指标中有六项上升，主要受销售预期改善推动。然而，不确定性指数上升 3 点至 91，部分抵消了乐观情绪。劳动力市场状况仍令人担忧，整体形势依然严峻。11 月约 33%的企业主报告存在职位空缺（前值 32%），为 6 月以来首次上升，远高于 24%的历史平均水平。就业预期方面出现积极信号，约 19%的企业主计划在未来三个月内新增雇员，较 10 月上升 4 个百分点，为年内最高水平。通胀仍是 11 月数据中的重大关切，上调平均售价的企业主比例从 10 月的 21%增至 34%，为 2023 年 3 月以来最高。(金十)

据官方消息，OKX 将于 2025 年 12 月 9 日下午 19:30 (UTC+8) 在网页端、App 端及 API 正式上线 NIGHTUSDT 永续合约，最高支持 20 倍杠杆。

تراجع سعر البيتكوين إلى قرابة 90 ألف دولار خلال الساعات الماضية بعدما فقد السوق الزخم الذي بدأ به الأسبوع، فيما شهدت عدة عملات بديلة انخفاضات أكثر حدة، أبرزها العملة الرقمية (HYPE) التي هبط سعرها بنسبة 9% يوميا. وقد انخفضت القيمة السوقية للبيتكوين إلى نحو 1. source: https://arab-btc.net/btc-retreats-to-90k/

据 Dlnews 报道，分析师认为，此次降息已被市场提前消化，比特币短期内或将继续在$90,000 附近波动。专家更关注 2026 年市场前景，特别是在特朗普可能提名 Kevin Hassett 担任下一任美联储主席后，预计将推动更激进的降息政策，有望为加密货币等风险资产带来利好。

据官方消息，Gate Launchpool 现已上线 NIGHT 质押挖矿项目，其中 GUSD 矿池年化收益率高达 122.21%。此外，Gate Launchpool 的 WET 项目 GUSD 矿池同步开启中，年化收益率现报 148.61%。GUSD 为 Gate 推出的以国债 RWA 及稳定币支撑的优质资产，用户铸造持有即享 4.4％ 稳定年化收益，参与 Launchpool GUSD 质押即享双重利息收益。此外，第七期交易空投活动同步开启，通过参与指定交易并满足活动规则，即有机会分享总奖池 10,000 GUSD。单人最高可赢 320 GUSD。与此同时，Gate GUSD 铸造新人限时奖励上线，链上赚币新用户当前铸造年化高达 100%。活动期间，参与除余币宝外的其他理财产品（如 Launchpool、Launchpad）的 GUSD，将在获得产品本身收益的同时，叠加享受 GUSD 铸造收益及活动奖励，实现多重收益。

美国经济正在发生一件极其可怕的事，几乎没人公开谈论。

About 40% of Canadian crypto users are failing to report taxes or are at high risk of non-compliance, making enforcement difficult. The CRA has recovered millions through audits but faces challenges due to anonymous transactions, while new laws and reporting rules are planned for 2026 to improve oversight.

从DeFi到RWA，再到今天的SEC结束调查，Ondo踩准了每一个市场机遇，这或许是Ondo发展至今依旧深受关注的秘诀。

当"恐惧与贪婪指数"长时间处于令人不安的低位区间时，市场往往被恐惧与不确定性笼罩。

A Binance employee was suspended for using insider information to promote a new token on the exchange’s official social media account. The token gained rapid attention and value, and Binance rewarded whistleblowers while promising stronger controls to prevent similar misconduct.

Jupiter,SOLANA,引发Solana“内战”？Kamino和Jupiter到底在争什么 金色财经,Kamino和Jupiter的争端

富达 CEOAbigail Johnson 分享比特币与早期挖矿、加密托管、稳定币、创新投资模式，以及「自建 vs 收购」等话题。

ChatGPT users saw prompts in their chats that looked like ads, causing confusion and concern. OpenAI said these were just experimental app suggestions, not paid advertisements, and has now removed the feature.

本周四（北京时间），美联储将公布年内最后一次利率决议。