According to ChainCatcher, Chris Turner from ING has indicated in a report that the U.S. dollar could strengthen if the October JOLTs job openings data, set to be released tonight, surpasses expectations. The market currently anticipates a rate cut from the Federal Reserve this week, though there is caution regarding further rate reductions. Turner highlighted that the market's pricing for additional easing by the Federal Reserve remains fragile, suggesting limited downside for the dollar ahead of the Fed meeting. Should Tuesday's data reveal any positive surprises, the dollar index (DXY) might rise to 99.3.

According to BlockBeats, the Federal Reserve officially concluded its balance sheet reduction on December 1, as reported by foreign media. This move has led to a decline in bank reserves to levels historically associated with financial strain, with the Secured Overnight Financing Rate (SOFR) periodically testing the upper limit of the policy rate corridor. The U.S. banking system is gradually facing liquidity challenges. In this context, the most significant signal from the Federal Open Market Committee (FOMC) may not be a 25 basis point rate cut, but rather the direction of its balance sheet strategy. The Federal Reserve is expected to clarify, either explicitly or through its implementation notes, how it plans to transition to the Reserve Management Purchase (RMP) program. According to Evercore ISI, this program could begin as early as January 2026, with approximately $35 billion allocated monthly for Treasury purchases, potentially increasing the balance sheet by over $400 billion annually.

ジュピター、ソラナ、ソラーナの "内戦"-カミーノとジュピターが本当に争っていること ゴールデン・フィナンシャル、カミーノとジュピターの論争

フィデリティCEOのアビゲイル・ジョンソンは、ビットコインや初期のマイニング、暗号エスクロー、ステーブルコイン、革新的な投資モデル、「自前で作るか買収するか」といったトピックについて話している。

ChatGPTのユーザーは、チャット中に広告のようなプロンプトが表示され、混乱と懸念を引き起こした。OpenAIは、これらは単なる実験的なアプリの提案であり、有料広告ではないとし、現在はこの機能を削除している。

巨大クジラ（0x3A0c.....7563）が13時間前、Coinbaseから約294万RLS（約4,723万ドル相当）を引き出した。現在までに、このクジラは合計98,856,000 RLSを平均購入価格約0.026ドル、総額約151万ドルで購入しており、まだトークンを売却していない。

Key TakeawaysSolana price faces weakness amid validator centralization concernsTechnical rejection at 7-day SMA near $136Key support level: 23.6% Fibonacci at $132.83Solana Price Declines Amid Validator Purge DebateSolana’s latest price update shows the asset slipping about 2% while the broader market dipped 1.02%, highlighting relative underperformance. A sharp decline in the number of active validators, now around 800 and down more than 68% since 2023, has renewed fears over network decentralization and potential regulatory scrutiny.The Solana Foundation’s “3-in-1-out” pruning policy aimed at removing underperforming nodes has split the community. Some developers argue it eliminates Sybil nodes, while others warn that rising operational costs are driving away genuine operators, lowering validator diversity and increasing potential collusion risk.Despite these concerns, Solana’s on-chain activity remains strong. The network is still posting $3.9B in 24h DEX volume and rising TVL, but investors appear cautious about governance and infrastructure health. ETF Flows Trail XRP and EthereumIn the latest ETF update, Solana spot ETFs recorded $1.18M in inflows, well below the $38M seen for XRP and $35M for Ethereum. This divergence reflects weaker institutional confidence in SOL compared to competitors benefiting from clearer regulatory narratives or staking yield appeal. Technical Indicators Signal Ongoing WeaknessSOL failed to reclaim its 7-day SMA near $136.23, reinforcing bearish pressure near this key resistance.Oscillators show largely neutral momentum, with the RSI at 42.56, Stochastic at 41.35, and the Ultimate Oscillator at 41.09. However, the MACD level at −5.36 and Momentum at −2.66 suggest mild upswing potential, but without strong conviction.All major moving averages, from SMA/EMA 10 through 200, are registering above the current price, indicating persistent downside bias across short- and long-term trends. SOL Outlook: Key Levels to WatchWith the upcoming FOMC meeting, traders are watching whether rate-cut signals could revive altcoin demand. For now, SOL’s forecast hinges on holding the $132.83 support while navigating heightened debate around validator composition and uneven ETF participation.A close below the 23.6% Fibonacci retracement at $132.83 could unlock further downside toward the $124 area, while reclaiming $136.23 may hint at stabilization.

According to PANews, the European Union has launched an antitrust investigation into Google, focusing on whether the company is using its artificial intelligence tools to abuse its market dominance and exclude competitors. The European Commission stated that it will examine if Alphabet's Google has imposed unfair terms on content creators or distorted competition by giving its AI models an advantage. This investigation highlights the EU's increasing regulatory scrutiny of tech giants' activities in the AI sector.

US spot Bitcoin ETFs logged a net outflow of $60. 48 million on Monday, while Ethereum and altcoin funds saw net inflows. source: https://cryptonews.com/news/us-spot-btc-etfs-bleed-60-4m-as-altcoin-capital-flows-increase/

今週木曜日（北京時間）、米連邦準備制度理事会（FRB）は今年最後の金利決定を発表する。

A crypto user lost $440,358 in USDC after approving a malicious permit signature, amid a surge in phishing attacks. source: https://www.cryptopolitan.com/user-loses-440358-usdc-malicious-signature/

The U. S. pilot program allows bitcoin, ether, and USDC to be used as collateral in derivatives markets. source: https://atlas21.com/cftc-opens-to-bitcoin-as-collateral-in-derivatives-markets/?utm_source=rss&utm_medium=rss&utm_campaign=cftc-opens-to-bitcoin-as-collateral-in-derivatives-markets

SentoraはXプラットフォームへの投稿の中で、ETH保管庫は11月の価格低迷の間にも積み増しを続け、11月には309,000ETH以上、12月はこれまでに100,000ETH以上を追加したと述べた。

The US Commodity Futures Trading Commission (CFTC) is preparing for the trading of tokenized real-world assets (RWA) and allowing crypto collateral for derivatives. source: https://cryptopotato.com/cftc-launches-digital-assets-program-for-tokenized-crypto-collateral-in-derivatives/

AIエージェントが真に「広く展開可能な自律型ソフトウェア」となるためには、「複合化可能性」と「検証可能性」という2つの核となる能力が必要だ。

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。