According to ChainCatcher, the 171st Ethereum Consensus Layer Core Developers Meeting (ACDC) focused on several significant topics. The meeting addressed the retention of trusted payments as part of the embedded proposer-builder separation (ePBS) in the upcoming Glamsterdam upgrade, while officially removing the fork choice enforced inclusion list (FOCIL) feature. Additionally, the Fusaka upgrade was successfully deployed on the mainnet on December 3, followed by the activation of the blob parameter hard fork on December 9, with the network operating smoothly. The developers also discussed proposals EIP 7688, 8061, and 8080. Plans are underway to begin preparations for the Heka upgrade in January next year, with considerations to rename it in accordance with the standards of the International Astronomical Union.

According to Odaily, digital asset management firm Bitwise has expressed disappointment over MSCI's proposal to remove Strategy from its Global Investable Market Index. Bitwise argues that the index should accurately reflect the market without evaluating specific business models and should maintain neutrality. The firm believes that exchange-traded products cannot replicate Strategy's operational approach and that Strategy has created value for its shareholders. Bitwise contends that MSCI's proposed rule changes would deprive investors of opportunities to invest in the digital asset sector and its leading companies, putting them at a disadvantage.

According to Foresight News, Tether is planning to raise up to $20 billion through a stock offering and may consider tokenizing the shares after the sale. Insiders have revealed that Tether's executives are exploring various options, including stock buybacks and storing the company's shares digitally on the blockchain post-transaction. Sources indicate that at least one existing shareholder previously intended to sell shares at a price significantly lower than the company's $500 billion valuation, but Tether intervened to halt this plan. The management is concerned that such sales by current investors could impact their substantial fundraising efforts. Due to the confidential nature of the information, the sources requested anonymity. One insider mentioned that the company currently has no plans to allow existing shareholders to sell shares in this primary funding round. An insider also disclosed that Tether investor Blockchain Capital had considered selling some shares before Tether's fundraising plans were announced but later decided against it. The source added that Tether's management did not attempt to prevent Blockchain Capital from selling its shares.

加密钱包应用 Phantom 在 X 平台发文宣布推出基于 Kalshi 支持的预测市场 Phantom Prediction Markets，支持用户参与体育、加密货币、文化等领域的预测交易，预计将在接下来的一周内向符合条件的用户推送这项服务。Phantom 提醒，其预测市场并非覆盖所有司法管辖区，风险可能包括但不限于价格波动、流动性有限以及潜在的监管变化，交易预测市场可能会产生交易费用和其他费用，如果预测不准确可能会失去所有分配给某项活动的资金。

According to the announcement from Binance, the company has achieved a significant regulatory milestone in Pakistan. This development follows strategic discussions between Binance's senior leadership and Pakistani government officials, led by Binance Co-CEO Richard Teng. These ongoing engagements underscore Binance's dedication to fostering a regulated and secure digital asset ecosystem within the country. Binance has successfully obtained an Anti-Money Laundering (AML) registration under the framework of Pakistan's PVARA. This achievement marks a crucial step towards full licensing and local incorporation in Pakistan. The phased approach adopted by Binance will allow the company to offer AML-registered cross-border services while preparing for full Virtual Asset Service Provider (VASP) licensing, in accordance with Pakistan's regulatory roadmap. The company emphasizes its commitment to supporting digital economies across South Asia and is eager to continue collaborating with regulators and stakeholders in the region. The goal is to build a robust, transparent, and inclusive virtual asset ecosystem. It is important to note that these regulatory changes are structural and do not alter the way users interact with the platform. Users' day-to-day experience on the platform will remain largely unchanged.

Tether 披露计划通过股票发行募资最高 200 亿美元，并将在完成股票出售后考虑股票代币化，据悉该公司高管们正在考虑各种方案，包括股票回购，以及在交易完成后通过代币化的方式将公司的股票以数字形式存储在区块链上。（Bloomberg）

据 Christine Kim 对第 171 次以太坊共识层核心开发者会议（ACDC）的总结，本次会议主要讨论了：保留信任支付作为Glamsterdam升级中嵌入式提议者-构建者分离(ePBS)的组成部分，同时正式移除分叉选择强制包含列表(FOCIL)功能。此外，Fusaka升级已于12月3日成功上线主网，随后的blob参数硬分叉也于12月9日顺利激活，网络运行稳定。会议还讨论了EIP 7688、8061和8080等提案，并计划于明年1月开始规划Heka升级，同时考虑为其更换符合国际天文联合会标准的星名。

数字资产管理公司 Bitwise 在 X 平台发文支持 Strategy，其中指出：对 MSCl 拟将 Strategy 从其全球可投资市场指数中剔除一事深感失望，指数旨在忠实反映市场，而非评估特定商业模式的优劣，并且应该保持中立性。Bitwise 认为，交易所交易产品无法实现 Strategy 的运营方式，并且 Stra 也为股东创造了价值，MSCl 提出的规则变更剥夺投资者对数字资产类别及其行业领导者的投资机会，从而使投资者处于不利地位。

According to Odaily, Jurrien Timmer, Fidelity's Global Macro Director, highlighted on the X platform that the current improvement in market sentiment follows a decline in excessive speculation within the crypto market. This change is occurring against the backdrop of the Federal Reserve's accommodative policies and stability in the bond and foreign exchange markets. Timmer suggests that Bitcoin's official closing in 2025 could be favorable. Previously, Bitcoin treasury companies provided 'returns' by issuing stocks to purchase Bitcoin, which might now pose a resistance to Bitcoin's rise and raise questions about the end of another four-year cycle. However, examining Bitcoin's mature network curve structure reveals that since 2010, Bitcoin has experienced five waves of upward trends, with each wave's increase being smaller than the previous one but lasting longer. From the recent bull market, which began around $16,000 in 2022, it is evident that Bitcoin has reached a significant level of maturity. According to the five-wave trend chart shared by Jurrien Timmer, the peak price in the fifth wave could be $151,360.

Pyth Network 在 Solana Breakpoint 2025 大会上宣布将设立 PYTH 储备，并将通过 DAO 金库使用协议收入，每月将其金库的三分之一用于 PYTH 回购。

RWA,香港试点计划引爆热议：RWA 如何从概念炼成现实资产？ 金色财经,以试点探路，香港构建 RWA 落地务实路径。

Coinbase 孵化的开源支付协议 x402 发布 V2 版本。这是自 2025 年 5 月主网上线以来的首次大版本迭代。

玻利维亚政府宣布了一项重大政策—将稳定币纳入其正式金融体系，让稳定币能够“作为法定支付工具”使用。

Binance,加密货币,Hash Global 创始人 KK 聊 BNB 数字资产配置和 Web3 发展阶段 金色财经,「未来所有资产都将发行和交易在链上。」

x402协议,AI Agent,支付,聊聊x402的V2升级 分享一些关键点 金色财经,分享关于x402协议V2升级较关键的几个点。

美国,SEC,OCC,美SEC和OCC监管动作频繁 有何启示？ 金色财经,本文聚焦美国SEC和OCC近期的监管动作。

Coinbase推出了x402协议的V2版本。该版本在V1基础上进行了优化，从单一调用支付扩展为统一的互联网支付层。

金融科技3.0将与传统金融共存多年，但发展方向已然明确。稳定币基础设施有望成为全球金融的核心组成部分。

CARF的落地预将进一步提升香港加密资产市场的税务透明度，对交易平台、托管机构、个人投资者及传统金融中介均将产生影响。

美国存管信托与结算公司（DTCC）收到SEC的“不采取行动”函，获准推出股票、债券等托管资产代币化新服务，以加速数字资产的普及。