1. The U.S. December CPI year-on-year rose to 2.9%, and the market expects the Federal Reserve to cut interest rates before the end of July, previously anticipated for September.
2. Eight major blockchain associations in the U.S. jointly established NABA to provide unified cryptocurrency policy recommendations to the federal government.
The eight blockchain associations in the U.S. have jointly established the North American Blockchain Association (NABA) to provide unified cryptocurrency policy recommendations to the federal government. Lee Bratcher, chairman of the Texas Blockchain Council (TBC), expressed optimism about the cryptocurrency-friendly policies of the new Trump administration. Currently, more than half of TBC's funding comes from Bitcoin mining companies. Although the growth of the Texas power grid faces challenges, it is expected that there will be no discriminatory restrictions on mining companies. -Original
3. The SEC is prepared to immediately advance cryptocurrency policy reforms after Trump takes office, expecting to reform cryptocurrency policies.
Three insiders stated that Republican senior officials at the SEC are ready to begin reforming the agency's cryptocurrency policies as early as next week after Trump takes office. Two of the insiders indicated that measures being considered by commissioners Hester Peirce and Mark Uyeda include initiating relevant procedures to ultimately formulate guidance or rules clarifying under what circumstances the agency will consider cryptocurrencies as securities, and reviewing some cryptocurrency enforcement cases currently in court. -Original
4. The U.S. government demands that the stolen Bitcoin from the Bitfinex hack be returned to the victims in physical form.
The U.S. government stated in court documents that the 94,000 BTC stolen in the 2016 Bitfinex hack should be returned to the cryptocurrency exchange as physical compensation. Hong Kong-based regulated digital asset financial service provider HashKey Group predicts that Bitcoin will surpass $300,000 this year, and Ethereum will exceed $8,000, driving the total market capitalization of cryptocurrencies to $10 trillion. According to local media reports, South Korea plans to draft a follow-up cryptocurrency regulatory framework by the end of 2025, with initial discussions focusing on the transparency and accountability of exchanges and stablecoin issuers. The following article is adapted from The Block's newsletter "The Daily," which is published on work afternoons. -Original
5. Texas Senator Charles Schwertner proposes a bill to establish a Bitcoin strategic reserve.
6. Oklahoma introduces a strategic Bitcoin reserve bill to purchase and hold Bitcoin as a state asset.
7. The Stuttgart Stock Exchange's cryptocurrency business volume has tripled, accounting for 25% of its revenue.
The Stuttgart Stock Exchange is one of Germany's leading stock exchanges, and in recent years, its cryptocurrency trading business has seen explosive growth, currently accounting for about 25% of its total revenue. While the exact cryptocurrency trading volume has not been disclosed, the exchange group stated in a press release at the end of last year that this metric had "almost doubled" in 2024, achieving the best performance ever. The Stuttgart Stock Exchange has regulated assets of approximately €4.3 billion ($4.45 billion). The relative success of the exchange's cryptocurrency business comes against the backdrop of the U.S. spot ETF frenzy, with the exchange's inflow of funds reaching $36.2 billion in 2024. CEO Matthias Voelkel stated that Bitcoin accounts for nearly 50% of the exchange's cryptocurrency revenue. He told the global news agency AFP that the exchange has been developing its cryptocurrency trading platform over the past five years. The exchange focuses on attracting professional and retail investors from the German-speaking world, which seems to have proven effective, as the platform has successfully attracted over one million cryptocurrency trading customers. According to AFP, Voelkel himself invested in Bitcoin after considering the benefits of the blockchain technology supporting cryptocurrencies and believing that Bitcoin's popularity will continue to grow. The Stuttgart Stock Exchange provides services through its digital exchange and a retail-focused trading application called BISON. Last year, the company launched a fully insured cryptocurrency staking service on the BISON app in collaboration with German insurance giant Munich Re and staking provider Staking Facilities. CoinDesk contacted the Stuttgart Stock Exchange but had not received a response by the time of publication. -Original
8. ETF analysts expect Litecoin to be the next approved cryptocurrency ETF.
ETF analyst Eric Balchunas stated that we have heard that the S-1 application for the Litecoin ETF has received a response from the SEC, which seems to confirm our prediction that Litecoin is most likely to become the next approved cryptocurrency ETF. That said, the new chair of the U.S. SEC has yet to take office, which is a significant variable. -Original
9. MicroStrategy plans to raise funds by issuing $2 billion in perpetual preferred stock, aiming to increase Bitcoin holdings.
10. U.S. stocks closed with the Nasdaq up 2.45%, and market sentiment is optimistic.
U.S. stocks closed with the Dow Jones up 1.65%, the Nasdaq up 2.45%, and the S&P 500 index up 1.83%. -Original
11. U.S. President Trump promotes cryptocurrency-friendly policies, and the market holds a positive attitude towards the new government's policies.
With only a few days left until the second inauguration of U.S. presidential candidate Donald Trump, cryptocurrency policy groups are preparing to accelerate their efforts. Eight blockchain associations from across the U.S. announced the establishment of the North American Blockchain Association (NABA) on Tuesday, aimed at providing cohesive cryptocurrency policy recommendations to the federal government. "A few years ago, [NABA CEO] Arry Yu and I led an effort to provide more information and best practice sharing among state associations," said Lee Bratcher, chairman of the Texas Blockchain Council and a board member of NABA, to CoinDesk. "NABA formalizes that process, where each state association is independent and retains its agency but can collaborate with other states when necessary." Members include the Texas Blockchain Council, Alabama Blockchain Alliance, California Blockchain Advocacy Coalition, Florida Blockchain Business Association, Ohio Blockchain Council, Pennsylvania Blockchain Alliance, Virginia Blockchain Council, and the Washington Technology Industry Association Cascadia Blockchain Council. Bratcher, a former political science professor and Army officer, founded TBC in 2019. It is a nonprofit industry association, meaning the organization is funded through membership—large companies like Coinbase (COIN) and Galaxy Digital Holdings (GLXY), as well as law firms and banks, pay annual fees to be part of the association. More than half of TBC's funding comes from Bitcoin (BTC) miners: MARA Holdings (MARA), Riot Platforms (RIOT), Core Scientific (CORZ), Bitmain, and Cipher Mining (CIFR) are among the largest financial donors to the association. The incoming Trump administration is unlikely, Bratcher said, to have a meaningful impact on TBC or Texas miners. In a sense, this has already diverged from the Biden administration, which had considered a 30% tax specifically targeting Bitcoin miners through a proposal called DAME. The Department of Energy also attempted to collect proprietary and confidential information from Bitcoin miners and make that data public, leading TBC and Riot Platforms to sue them in federal court. Bratcher stated, "The only request from the Bitcoin mining industry to the Trump administration is to maintain fairness and consistency, with the same rules applying to everyone. We are optimistic that some of the unfair actions of the Biden administration will no longer occur." With its favorable tax regime, large economy, and abundant energy, Texas has become one of the most popular jurisdictions for Bitcoin miners in the world. Texas has numerous renewable energy projects that can generate large amounts of electricity when demand is low—imagine a wind farm on a windy night when everyone is asleep and electricity consumption is at its lowest. In most cases, electricity must be consumed immediately; transmitting electricity from one place to another is also tricky, as energy is lost in the process. In other words, Texas experiences periods of high generation and low demand, as well as periods of high demand but insufficient supply. Why has Texas's energy structure evolved this way? It all relates to subsidies provided by the federal government, which, according to Bratcher, can reach $30 per megawatt-hour and provide strong incentives for renewable energy companies to develop wind and solar energy. The wind energy corridor in West Texas has built wind farms; recently, the number of solar projects has surged—from about 2,000 megawatts (MW) to 22,000 MW statewide in just five years, Bratcher said. Enter Bitcoin mining. Unlike other types of data centers that require nearly 100% uptime, Bitcoin mining facilities can easily turn on and off. Therefore, they are well-suited for power grids with highly variable demand. "For a time, miners were able to secure wholesale electricity prices at extremely low rates and lock in power purchase agreements," Bratcher said. According to Bratcher, Bitcoin miners currently consume about 3,100 MW of electricity in Texas—enough energy to power 620,000 homes, according to data from the Texas grid operator, the Electric Reliability Council of Texas (ERCOT). "About half of the Bitcoin mining in the U.S. is in Texas," Bratcher said. This explains why a significant portion of TBC's funding comes from Bitcoin miners. In fact, TBC has hired many consultants focused on ERCOT and energy policy, while other types of businesses—cryptocurrency exchanges, remittances—do not have the same demand. Will Texas continue to be friendly to Bitcoin miners in the coming years? Bratcher said that remains to be seen. Mining companies are not the only ones eager to take advantage of Texas's unique grid; now elected officials are concerned that demand may eventually become too high. TBC estimates that the grid will grow by about 5% to 6% annually over the next decade, compared to previous growth rates of 1% or 2% per year, which is quite rapid. Even so, ERCOT is unlikely to specifically discriminate against Bitcoin miners; it is simply concerned with the growth rate. Bratcher stated that new Bitcoin mining operations are being built alongside new residential and industrial projects, ultimately accounting for less than 10% of the expected growth. Bratcher said, "I believe [ERCOT] will establish rules for how any large load connects to the grid, which will present some new planning requirements for Bitcoin miners and other large loads, including data centers and industrial consumers." -Original
12. Thai police are seeking to ban Polymarket, as its services are considered illegal.
Thai police announced at a press conference on Tuesday that the country's law enforcement agencies are preparing to propose a ban on Polymarket similar to that in Singapore. The police stated in a statement that Polymarket was found to be providing illegal online gambling services in the country because it uses cryptocurrency for transactions and betting. -Original
13. Ripple's president expects the spot XRP ETF to be approved "soon," as interest in XRP surges.
14. Italy's largest bank is preparing for potential Bitcoin demand from "large clients."
The above are the highlights from the past 24 hours. For faster news, please download AICoin (aicoin.com).
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
