东京下小雪

Circle overnight surged by 10%! Circle (CRCL.US) is迎来 a series of significant positive developments by the end of 2025. These events not only strengthen the compliance advantages of USDC but also promote its expansion in institutional applications. The most significant positive developments are two major events: first, the conditional approval from the Office of the Comptroller of the Currency (OCC) to establish a national trust bank; second, Visa launched USDC settlement services.

On December 9, Circle obtained a full financial services license in the Abu Dhabi Global Market, operating as a money service provider, further expanding its layout in the Middle East market.

On December 10, Circle partnered with the privacy blockchain Aleo to launch the privacy coin USDCx, which can be seen as a differentiated competitive strategy by Circle.

On December 13, the OCC conditionally approved trust bank licenses for five institutions: Ripple, BitGo, DigitalAssets, Paxos, and Circle. Circle is one of the five institutions that received conditional approval from the OCC to establish a national trust bank.

On December 15, Circle announced the signing of an agreement to acquire Interop Labs (the development team of the Axelar cross-chain network) and related proprietary technologies, which is a key step for Circle to accelerate its cross-chain interoperability layout.

On December 16, Visa announced the launch of USDC settlement services in the United States, allowing American banks and institutions to use USDC for faster and lower-cost settlements.
$USDC

Cloud computing companies, including Oracle (ORCL.N), Microsoft (MSFT.O), and Meta Platforms (META.O), have committed to spending $500 billion on data center leasing over the next few years, a staggering figure that highlights the industry's significant investment in artificial intelligence. Analysis of quarterly earnings reports by institutions shows that as tech giants sign agreements to lease server clusters, these committed expenditures have steadily increased in recent quarters. Oracle has invested the most in data center leasing, having signed leasing agreements worth approximately $150 billion in the three months ending in November, bringing its total committed expenditure to $248 billion. The company is undertaking an unprecedented data center construction project to support the training and deployment of OpenAI's latest models.

据《纽约时报》报道，随着美国总统特朗普公开拥抱加密货币，其政策和个人表态正深刻改变美国资本市场结构，大量以加密资产为核心的新型上市公司迅速涌现，同时也放大了市场风险。

特朗普自称「首位加密总统」，上任后终止了此前对加密行业的强监管，推动亲加密立法，并多次公开为加密投资背书，甚至亲自推出名为 TRUMP 的迷因币。这一系列举动，使原本相对边缘的加密行业迅速进入主流金融体系。

在此背景下，今年已有超过 250 家上市公司开始将加密货币纳入资产负债表，通过大量囤积比特币等数字资产来吸引投资者关注。一些公司甚至缺乏成熟主营业务，其核心「商业模式」就是持有加密资产并押注其价格上涨。

分析指出，与以往加密牛市主要局限于交易所和散户不同，在特朗普政策推动下，加密风险正通过股票市场向更广泛的投资者扩散。监管收紧的退出、政治背书的强化以及上市公司结构性「加密化」，正在促使投资者承担更高波动性与估值风险。

Federal Reserve Governor Waller stated on Wednesday that, given concerns about a weak labor market, there is still room for the Federal Reserve to cut interest rates. Waller said, "I still believe we may be 50 to 100 basis points away from neutral rates." This means the Federal Reserve still has room to cut rates. Waller stated that, given the current economic outlook, "there is no need to rush to cut rates," and in an economic environment where inflation may trend moderate, "we can gradually bring rates down to neutral levels."

币安 Alpha #空投 VOOI (VOOI) 速览

又来一个币安投资的dex，之前有个aster，还有钱包的cake，币安这是要养蛊吗？

VOOI 成立于2023年，是一个永续合约 DEX 聚合器，支持 EVM 和非 EVM 网络，可根据需要灵活地集成其他网络和永续 DEX。通过专注于链和账户抽象，VOOI 简化了跨受支持 DEX 的杠杆交易，使用户在任何受支持的网络上都能无缝交互。

总量为 10 亿枚：
其中空投与社区销售占 10.53%；社区发展与营销（包含第二季空投）占 27.82%；社区贡献者占 17%；私募轮与战略投资者占 13.65%；项目基金会占 31%。

此前消息，vooi 于 2024 年 8 月 22 日获得 YZi Labs 投资，金额未披露。

X上热度还行，19.17万关注

#空投分享

December 18, #空投 Agent LISA (LISA) Overview:

The LISA project was established in 2024 as an intelligent security analysis platform based on LLM, focusing on Solidity smart contracts, utilizing blockchain technology to provide contract vulnerability detection and security audits, belonging to the Web3 security field.

Funding of 12 million USD

Technical Team:
Brad Moon is the developer and consultant for LISA and Finite-monkey, as well as a senior security engineer at OKX, previously serving as the security director at MetaTrust Labs. He holds a master's degree from Guangzhou University.
Izaiah Sun is the research head of LISA.

Many people on X promote airdrops, with a modest fan base of 25,800

#空投分享

许多经济学家和市场参与者预计，日本央行将以大约每六个月一次的速度加息。

摩根大通经济学家Ayako Fujita属于这一阵营，但她指出，具体时间也将取决于政府的宏观经济立场。“市场可能仍对日本央行能否在不与政府发生摩擦的情况下推进货币政策正常化持怀疑态度。最终，日元贬值支持日本央行加息的模式可能会持续到明年，但日本央行行长植田和男如何解决这些担忧也将是本次会议上值得关注的一个关键点。”

Gareth Leather from Capital Economics stated in a report that the Bank of Thailand's decision to cut interest rates on Wednesday is unlikely to mark the end of the easing cycle. After consecutive contractions in GDP growth in the third quarter, policymakers are concerned about the country's weak economic activity. Recent prospects remain bleak, with weak private consumption and government spending dragging down economic growth next year. Capital Economics maintains that by the end of 2026, the Bank of Thailand will lower the policy rate from the current 1.25% to 0.75%.

日本首相高市早苗周三表示，日本必须采取积极的财政支出，而不是过度的财政紧缩，以推动经济增长和税收增加。高市早苗在由商业游说团体日本经济团体联合会主办的经济政策小组讨论会上宣读的一份声明中说，“当我说积极的财政政策时，我指的是战略性地实施财政刺激。这并不意味着我们将不计后果地扩大支出。”这番话发表之际，日本指标10年期国债收益率周三创下18年新高，市场担心高市政府的大规模支出计划可能会使日本本已严峻的财政状况更加恶化。

据 WSJ 报道，特朗普将于当地时间周三面试现任美联储理事沃勒，以评估潜在的下一任美联储主席人选，接替鲍威尔的职位。在预测市场 Polymarket 上，沃勒被特朗普提名美联储主席的概率升至 15%。此外，沃什被特朗普提名的概率降至 27%，而哈塞特被提名概率升至 53%。

沃勒在 2020 年获特朗普提名加入美联储理事会，是加密货币的支持者，尤其关注稳定币和去中心化金融（DeFi）领域。沃勒在美联储 10 月举办的支付创新大会上表示：「我想传递一个信息：美联储在支付领域进入了一个新时代——DeFi 行业不再被怀疑或轻视。」并表示稳定币「只是私有货币的一种新形式」，将与其他支付工具共存。

此前报道，今年以来，沃勒已成为美联储内部推动降息的主要声音。在美联储 7 月维持利率不变的会议上，沃勒投下反对票，支持降息。沃勒是最受经济学家青睐的美联储主席人选，在华尔街颇受好评，因其今年就降息提出的论点被认为逻辑清晰、立场一致，且被视为有能力弥合美联储内部日益扩大的分歧。他的几项降息论点已被现任主席鲍威尔采纳。沃勒将于北京时间周三晚上就经济前景发表讲话。

December 19, #空投 zkPass (ZKP) Overview:

The zkPass project was established in 2022 and is located in Hong Kong. It is a privacy data protocol that utilizes 3P-TLS and hybrid ZK technology, providing tools and applications for secure and verifiable data sharing from any HTTPS website without the need for Oauth API, ensuring privacy and integrity guarantees.

The ZKP token is based on the ERC-20 standard, with a total supply of 1 billion tokens.

Funding situation: Two rounds of financing have raised a total of $15 million (specific institutions for financing are shown in the image below).
The valuation during the A round of financing was $100 million (for reference only).

Technical team:
Francis Berwa is the co-founder and managing partner of Aves Lair, and a partner at zkPass. He graduated from Wright State University.
Joshua Peng is the co-founder of zkPass and holds a Ph.D. from the University of Missouri-Columbia.

Token distribution and unlocking plan: Community accounts for 48.5% (12.5% unlocked at TGE, 6% released linearly over the first 3 months, and 30% released monthly over the next 5 years); early investors account for 22.5% (18 months linear release after a 12-month lock-up period); core contributors account for 14% (24 months linear release after a 24-month lock-up period); DAO treasury accounts for 10% (linear release over 5 years); liquidity accounts for 5% (100% unlocked at TGE).

The popularity on X is quite good, with 348,100 followers.

#空投新规则 is out, and the threshold for receiving rewards will not decrease in the future; you can claim as many points as you have earned. However, the consumption of points will decrease over time, so it is necessary to weigh the options.

Trump is expected to interview Federal Reserve Governor Christopher Waller on Wednesday for the selection of the Federal Reserve Chairman.

According to reports, U.S. President Trump will interview another candidate for the Federal Reserve Chair position—Federal Reserve Governor Christopher Waller—on Wednesday. Officials say the related process is progressing rapidly, and Trump is still weighing his options, so the meeting could be postponed or canceled at any time.

Last week, Trump interviewed former Federal Reserve Governor Kevin Warsh. Trump stated that Warsh, along with Kevin Hassett, the Director of the National Economic Council, is his top choice for the position.

Today, #ALPHA🔥 has a wear of 0.98u, trading volume of 3.3w

$ARTX and $RLS have higher trading volumes, today all brushed rls, quite smooth.

Note ⚠️: #空投 has changed the rules again, this activity adopts the "deduction decreasing" model. In the first minute of the activity, claiming the airdrop will consume 30 Binance Alpha points. If the activity has not ended, every minute thereafter, the points required for claiming will decrease by 1 point, with a minimum of 10 points.
For example, if the activity starts at 22:00, claiming between 22:00-22:01 will require 30 Binance Alpha points, if claiming between 22:01-22:02 will require 29 points, and so on, until the points drop to the minimum requirement of 10 points for claiming the airdrop.

Today's TGE token overview:
Infrared Finance project was established in 2023, and is the only leader on the Berachain chain. This project is an application based on the liquidity proof consensus mechanism of Berachain. The application redesigns liquidity staking against the backdrop of a three-token architecture and BGT's unique soul binding elements. The protocol maximizes value for stakeholders through its infrastructure-level PoL treasury and iBGT liquidity staking derivatives, and through BGT's social aggregation.
Financing situation: A total of three rounds of financing, with a total of 18.75 million dollars
The popularity on X is average, with 43,800 followers
The team is in the fourth image
#空投分享

On Tuesday, the U.S. added 64,000 non-farm jobs in November after seasonal adjustments, a greater increase than the market's general expectation of 50,000. The U.S. unemployment rate for November recorded at 4.6%, exceeding the expected 4.4%, marking the highest level since September 2021. The average hourly wage in the U.S. for November recorded year-on-year and month-on-month rates of 3.5% and 0.1%, respectively, below expectations of 3.6% and 0.3%.

In contrast, the non-farm employment figures for the U.S. in October saw a month-on-month decrease of 105,000, the largest decline since the end of 2020. In comparison, the market expectation was a drop of 25,000. Analysts pointed out that this reflects the departure of over 150,000 federal employees who accepted delayed buyouts, part of the Trump administration's efforts to reduce the size of the federal government. Most of them disappeared from the government's payroll by the end of September.

Meanwhile, the U.S. Department of Commerce stated that due to weak automobile sales, U.S. retail sales in October unexpectedly showed zero growth month-on-month, falling short of the expected 0.1%, with the previous value revised down from 0.2% to 0.1%.

After the release of U.S. employment and retail sales data, the U.S. federal funds futures slightly increased the probability of an interest rate cut in January next year from the previous 22% to 31%. U.S. interest rate futures still expect two rate cuts in 2026; the expected easing next year is 58 basis points.

Tonight #空投 Theoriq Overview

Theoriq is a modular, composable AI agent foundation layer for machine learning and related complex data-driven computing in Web3. Theoriq partners with leading Web3 protocols as a design collaborator to apply machine learning to DeFi, gaming, social, and data infrastructure.

Total financing of 10.2 million dollars, total token supply of 1 billion tokens

On December 15, Musk publicly criticized nuclear fusion power on social media. He wrote: "Building small nuclear fusion reactors on Earth is extremely foolish." Musk pointed out that the Sun itself is a huge, free nuclear fusion reactor in the sky. In his latest space AI vision, Musk plans to deploy 100GW of solar AI satellites each year, a scale comparable to one-quarter of the entire electricity of the United States.

On December 16, news reported that $China General Nuclear Power Corporation (01164.HK)$ fell nearly 6% in the afternoon, trading at 2.9 Hong Kong dollars, with a transaction volume of 1.44 billion Hong Kong dollars.