Gate Venturesの最新暗号週報によると、BTCとETHは狭いレンジで推移しているが、ETFの純流出は続いており、恐怖と貪欲指数は「極度の恐怖」のままである。一方、月曜日には市場全体が+3.9%上昇し、GrayscaleのSUIトラスト申請提出やChainlink ETFの正式ローンチなど、機関投資家の上昇に牽引された。エコシステム面では、AaveとCoWが初のIntentベースのフラッシュ・レンディング商品を立ち上げ、プログラマブルDeFiをさらに拡大。GalaxyはAlluvialを買収し、機関投資家グレードのリクイディティ・プレッジ・フットプリントを加速させた。資金調達面では、今週23件の取引が完了し、うち48％をDeFiが占めた。開示された資金調達総額は2億1,500万ドルで、前四半期比31％増となった。全体として、市場心理が弱いにもかかわらず、機関投資家の参加とインフラは強化されており、次のサイクルでの構造修復に向けた重要な基盤が築かれつつある。

公式発表によると、コインアルファは真夜中（NIGHT）に稼働し、アルファ取引は2025年12月9日17:00（UTC+8）に開始される。 コインアルファのポイントが230以上あるユーザーはトークン・ドロップを請求できる。アルファキャンペーンページで600 NIGHTトークンエアードロップを請求する。キャンペーンが終了しない場合、ポイントの基準値は5分ごとに10ポイントずつ自動的に引き下げられます。 ドロップを請求する場合、コインアルファポイントを15ポイント消費しますのでご注意ください。ユーザーは24時間以内にAlphaキャンペーンページでクレームを確認する必要があります。

According to Cointelegraph, the non-fungible token (NFT) market has experienced a substantial decline, reaching its lowest monthly sales volume this year. Digital collectibles have seen a significant drop in market capitalization, falling over 66% from their January highs. Data from CryptoSlam reveals that NFT sales plummeted to $320 million in November, a stark contrast to the $629 million recorded in October. This decline has brought monthly volumes back to levels not seen since September 2024, when sales hit $312 million. Further analysis shows that between December 1 and 7, NFTs generated $62 million in sales, marking the weakest weekly total of 2025. This slow start to December indicates that the downturn may continue throughout the month as NFT momentum wanes. The downward trend is part of a broader decline in NFT valuations. CoinGecko reports that the sector's overall market cap stands at $3.1 billion, a 66% decrease from its peak of $9.2 billion in January. CoinGecko data also highlights that most top NFT collections have mirrored the broader market decline. CryptoPunks, the largest by market cap, fell 12% over the last 30 days. Bored Ape Yacht Club slipped 8.5%, while Pudgy Penguins dropped 10.6% during the same period, continuing a pullback across dominant NFT assets. Art-driven blue-chip collections were not spared either, with Chromie Squiggle sliding 5.6%, Fidenza falling 14.6%, Moonbirds dropping 17.9%, and Mutant Ape Yacht Club down 13.4% in the last month. Hypurr experienced the largest decline among the top 10 NFT collections, shedding 48%. Despite the overall downturn, two major collections posted gains in the last 30 days, defying the trend. Infinex Patrons, currently the second-largest NFT collection by market cap, saw a 14.9% increase, while Autoglyphs outperformed the entire top 10 leaderboard with a 20.9% surge. The latest decline comes amid a turbulent quarter for the NFT market. As previously reported by Cointelegraph, NFTs recorded a sharp drop in valuation from October to November, with digital collections falling from $6.6 billion to $3.5 billion, representing a 46% drop in just 30 days. This weakness was followed by a brief rebound on November 11, when the NFT market cap recovered from $3.5 billion to $3.9 billion, reflecting renewed interest alongside a memecoin rally. However, the recovery was short-lived, as CoinGecko data shows the NFT market cap is now at $3.1 billion, down 53% from October.

According to the announcement from Binance, the platform is set to update its trading fee discount promotion for all USDC-margined perpetual contracts. This promotion will be available to all eligible Binance users, allowing them to benefit from discounts when trading these contracts during the specified period. The promotion is scheduled to run from 2025-12-10 08:00 (UTC) to 2026-02-10 08:00 (UTC). The promotional trading fee structure varies by VIP level, with regular users facing a maker fee of 0.0000% and a taker fee of 0.0400%, which can be reduced to 0.03600% when paying with BNB. VIP levels range from 1 to 9, with taker fees decreasing as the VIP level increases. The limited-time trading fee discount for USDC-margined perpetual contracts, initially set to conclude on 2025-12-10, will be extended until the new discount program launches. The implementation of the updated trading fee discount structure and USDC Liquidity Provider fee rates is scheduled for 2025-12-10 08:00 (UTC). The update process is expected to take approximately eight hours, during which users may experience temporary discrepancies in fee calculations, such as higher-than-expected taker fees or reduced liquidity provider rebates. These discrepancies are anticipated as part of the transition, and any overcharges or underpayments will be identified and reconciled retroactively once the update is complete. Accounts will be adjusted to reflect the correct fees and rebates according to the new promotion terms. Standard trading fees will apply after the promotion ends, and users are encouraged to refer to the Binance Futures Fee Structure for more details. Eligible Taker Program participants may enjoy up to an 18% taker fee rate based on the promotional USDC taker fee rate.

NFT sales fell to $320 million in November — their lowest this year — with early December off to a weak start as top collections slide across the board. source: https://cointelegraph.com/news/nft-sales-hit-lowest-level-2025-market-cap-down-66-percent?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

According to ChainCatcher, data from SoSoValue indicates that Bitcoin spot ETFs saw a total net outflow of $60.47 million on December 8, Eastern Time. The Bitcoin spot ETF with the highest single-day net inflow was Blackrock's IBIT, which recorded an inflow of $28.75 million. The historical total net inflow for IBIT has reached $62.546 billion. Conversely, Grayscale's GBTC experienced the largest single-day net outflow, amounting to $44.03 million. The historical total net outflow for GBTC stands at $25.091 billion. As of the time of reporting, the total net asset value of Bitcoin spot ETFs is $118.498 billion, with an ETF net asset ratio of 6.54% compared to Bitcoin's total market value. The cumulative historical net inflow has reached $57.557 billion.

According to Foresight News, Singapore-based FundBridge Capital has introduced the MG999 On-Chain Gold Fund, a tokenized private credit fund. The fund will be issued on Libeara, a tokenization platform incubated by SC Ventures, a subsidiary of Standard Chartered. Mustafa Gold is the first borrower of this fund.

Hong Kong begins public consultation on OECD's crypto asset tax framework, aiming for 2028 implementation. source: https://coincu.com/news/hong-kong-crypto-tax-framework/

According to Odaily, U.S. President Donald Trump recently stated on social media that tariffs have significantly bolstered national security and positioned the United States as the world's strongest financial power. He emphasized that only malevolent forces would wish to see this progress undone. Trump warned that an unfavorable Supreme Court decision on tariffs could pose a historic threat to U.S. national security, leaving the country economically defenseless.

Paradigm researchers led by Storm Slivkoff have discovered that Polymarket’s trading volume figures have been double-counted on almost every major dashboard. source: https://www.cryptopolitan.com/polymarket-double-counts-figures/

パラダイムはカルシの投資家であり（過去3回の資金調達ラウンドに参加）、黄のリツイートは「競合他社を中傷している」とみなされた。

X402＋ステーブルコイン＋暗号のオンチェーン設備は、ステーブルコインを利用するだけでなく、貨幣、信用、ID、データをパラレルな金融ユニバースに転送することで、既存の決済システムに徐々に一貫した影響を与えるだろう。

Grayscaleは、ビットコインの市場構造はこれまでの4年サイクルのパターンを超えたとみている。機関投資家のキャピタルフローとマクロ経済のダイナミクスがビットコインのプライスアクションを再構築した。

BTC,IBIT,なぜBTCはいつも米国株式市場が開いた後に下落するのか？ ゴールド・ファイナンス,ジェーン・ストリートが背後にいる可能性が高い？

テザー社のUSDTステーブルコインはアブダビ・グローバル・マーケットに正式に承認され、複数のブロックチェーンにまたがる明確な規制ステータスが与えられました。これにより、UAEの認可を受けた企業は、規制された枠組みの下で取引、支払い、決済にUSDTを使用することができる。

AIはソフトウェアを自律させる。暗号通貨は自律を信頼できるものにする。暗号通貨の検証可能性がなければ、AIエージェントは現実経済で大規模に活動することはできない。

ロシアは「暗号大国」なのか？その答えは想像以上に複雑だ。マイニング、オンチェーン取引、ステイブルコインの流入、貿易決済の依存度などの観点から測定すると、ロシアは世界が無視できない暗号パワーの中心地である。

メッサリ,メッサリ：カルシの台頭はスポーツ市場に負うところが大きい スポーツシーズンが終わるとどうなるか ゴールデンファイナンス,次のステップは、単に成長を続けるだけでなく、業界の多角化を図ることだ

トークンを究極のコモディティ／サービスへと成長させる、今日の高いFDVと低い流動性の現状に貢献したのは誰だろうか？ローンチパッド、ミーム、取引所、VC、メディア、トレーダー、プロジェクトオーナーだろうか？それとも我々全員だろうか？

米国経済は複数のデフレ要因に同時に襲われている。これらの要因が絡み合い、連邦準備制度理事会（FRB）は金利引き下げと通貨増発を余儀なくされている。