24-Hour Hot Cryptocurrencies and News | Hassett: There's Still Plenty of Room for Rate Cuts; Trump to Interview Current Fed Governor Waller on Fed Chair Nominee (December 17)
- 核心观点：市场呈现分化，监管与机构动态成焦点。
- 关键要素：
- 主流币种涨跌互现，OM、QNTM等领涨。
- 美监管关注DEX风险，SEC结束对Aave调查。
- Visa支持USDC结算，Ark Invest增持加密股票。
- 市场影响：短期情绪受监管与机构行为主导。
- 时效性标注：短期影响
1. Popular cryptocurrencies on CEXs
Top 10 CEX trading volumes and their 24-hour price changes:
- BTC: +1.97%
- ETH: +0.18%
- SOL: +2.25%
- BNB: +2.01%
- ASTER: -0.76%
- BIFI: -1.77%
- CITY: +0.16%
- IDEX: -0.44%
- ZEC: -1.26%
- BAR: -1.74%
24-hour gainers list (data source: OKX):
- OM: +8.88%
- NIGHT: +8.72%
- MENGO: +7.03%
- MORPHO: +6.51%
- ETHW: +5.78%
- CORE: +4.9%
- ZORA: +4.55%
- CFG: +4.26%
- HUMA: +3.98%
- MERL: +3.82%
24-hour cryptocurrency stock gainers list (data source: msx.com ):
- QNTM: +11.87%
- CRCL: +9.71%
- IONQ: +7.68%
- HOOD: +4.01%
- IREN: +3.44%
- SNDK: +3.36%
- TSLA: +3.26%
- VST: +2.94%
- MSTR: +2.86%
- QUBT: +2.84%
2. Top 5 trending on-chain memes (data source: GMGN ):
- CALVIN
- jellyjelly
- TRUMP
- swarms
- BARRON
Headlines
Sources familiar with the matter revealed that Trump will interview current Federal Reserve Governor Waller on Wednesday to discuss his nomination for Federal Reserve Chair. Trump interviewed former Fed Governor Kevin Warsh last week. Trump stated that Warsh and Hassett are currently his two preferred candidates. This year, Warsh has become a leading voice within the Fed advocating for interest rate cuts. At the Fed's July meeting where interest rates were kept unchanged, Warsh voted against a rate cut. Warsh is the most favored candidate for Fed Chair among economists and enjoys a high reputation on Wall Street. His arguments on rate cuts this year are considered logically sound and consistent, and he is seen as capable of bridging the widening divisions within the Fed. Several of his rate-cutting arguments have been adopted by current Chairman Powell. Warsh will speak on the economic outlook Wednesday evening Beijing time.
Hassett: There is still plenty of room for interest rate cuts
White House National Economic Council Director Hassett stated, "Given the positive shocks on the supply side, there is still considerable room for rate cuts, and the Fed's independence is crucial. If I were the Fed Chairman, I would have to negotiate with other committee members on rate cuts. If President Trump has a valid reason, and I agree, I would raise it with others."
Chris Williamson, chief business economist at S&P Global Market Intelligence, said the preliminary December PMI data suggests that recent economic growth is losing momentum. While survey data showed fourth-quarter GDP growth at an annualized rate of approximately 2.5%, growth has now slowed for two consecutive months. With new sales growth slowing sharply ahead of the holiday season, economic activity is likely to slow further into 2026. Signs of economic weakness are also widespread, with a massive influx of new orders in the service sector nearly stalled, while factory orders saw their first decline in nearly a year. While manufacturers continue to report output growth, declining sales suggest that current production levels are unsustainable and that output reductions will be necessary unless demand recovers in the new year. Service providers reported that December's sales growth was one of the slowest since 2023.
A suspected new Bitmine wallet received $141.78 million worth of ETH from FalconX.
According to Onchain Lens monitoring, a newly created wallet (0x9a9...0bb5) that may belong to Bitmine received 48,049 ETH from FalconX, worth $141.78 million.
Cathie Wood's Ark Invest increased its allocation to cryptocurrency-related stocks such as BitMine, Coinbase, Circle, Block, and Bullish on Monday, as these stocks all fell during the day.
According to transaction documents, Ark Invest purchased a total of $17 million worth of BitMine stock, $16.26 million worth of Coinbase stock, and $10.8 million worth of Circle Internet Group stock through its three ETFs—ARKK, ARKW, and ARKF. In addition, Ark also purchased $5.94 million worth of Block Inc. stock, $5.2 million worth of Bullish cryptocurrency exchange stock, and $1.24 million worth of Ark-21Shares Bitcoin ETF.
Industry News
Securitize will launch "real" rather than "synthetic" shares on-chain, with full shareholder rights.
Securitize announced plans to launch an on-chain equity product in the coming months, targeting Q1 2026. The company's product will be "real, regulated shares," issued on-chain, recorded in the issuer's equity structure table, and representing full shareholder rights, including dividends and proxy voting. Securitize states that this is not a synthetic price tracker or an IOU provided by a custodian. The company aims to eliminate the barriers between traditionally issued shares and their on-chain counterparts, stating that "the token itself is legally recognized equity."
U.S. Senator Elizabeth Warren sent a letter to Treasury Secretary Scott Bessent and Attorney General Pamela Bondi, requesting an investigation into the potential national security risks of decentralized exchanges (DEXs), specifically naming PancakeSwap.
The letter alleges that PancakeSwap is involved in money laundering related to funds stolen by North Korean hackers, as well as trading the stablecoin USD1, which is linked to Trump. A report by blockchain analytics firm Allium indicates that approximately $263 million (20% of the stolen funds) was laundered through PancakeSwap in the $1.4 billion cryptocurrency theft at the Bybit exchange. Warren points out that the lack of robust anti-money laundering and KYC controls on decentralized platforms allows bad actors to transfer, mix, and cash out illicit funds. Warren requests that both departments respond by January 12, 2025, regarding the risks and actions being taken, as well as measures to prevent cryptocurrency-related conflicts of interest, including those within the Trump family.
Visa will allow U.S. institutions to use USDC for transaction settlement via the Solana blockchain.
Payments giant Visa is opening its U.S. network to support stablecoin settlements, a move aimed at expanding its cryptocurrency-related products and services. Visa will reportedly allow U.S. institutions to use Circle Internet Group Inc.'s USDC token for transaction settlements via the Solana blockchain. Cross River Bank and Lead Bank are among the first institutions to use the service.
Project News
Aave founder: The US SEC has concluded its investigation into the Aave protocol.
Aave founder Stani.eth announced on the X platform that after four years, the U.S. Securities and Exchange Commission has concluded its investigation into the Aave protocol. The Aave team has invested significant effort and resources to protect Aave, its ecosystem, and DeFi more broadly. In recent years, DeFi has faced unfair regulatory pressure; now it can break free from these constraints and enter a new era where developers can truly build the future of finance.
Rainbow may hold a TGE event on February 5, 2026.
Crypto wallet Rainbow released a video on the X platform, revealing that its token RNBW may be traded via TGE on February 5, 2026.
According to previous reports, Rainbow Foundation will become Rainbow's largest single shareholder at TGE, holding 20% of the company's equity, so that token holders and shareholders can share the same profits. This equity represents every RNBW token holder.
Bubblemaps posted on the X platform that the price of PIPPIN continues to rise, but claims that an internal address currently holds approximately 80% of the supply, worth about $380 million. Bubblemaps points out that since the last disclosure, 16 new wallets have emerged with the same pattern (funds from HTX, receiving similar amounts of SOL, no history, and large withdrawals of PIPPIN from CEXs); another group of 11 wallets associated with Bitget has been identified, holding a total of about 9% of the supply, with highly consistent fund flows and time windows, suggesting they are controlled by the same entity.
Investment and Financing
RedotPay completes $107 million Series B funding round, led by Goodwater Capital.
RedotPay, a Hong Kong-based fintech company focused on stablecoin payments, announced the completion of a $107 million Series B funding round led by Goodwater Capital, with participation from Pantera Capital, Blockchain Capital, Circle Ventures, and existing investors including HSG (formerly Sequoia Capital China).
Payment infrastructure company Speed1 raises $8 million in funding, led by Tether.
Payment infrastructure company Speed1 announced the completion of an $8 million funding round led by Tether, with participation from Ego Death Capital. The company is dedicated to building instant global settlement channels using Bitcoin's Lightning Network and stablecoins.
Matador Technologies plans to raise an additional $75 million to increase its Bitcoin holdings.
Canadian-listed Bitcoin treasury company Matador Technologies announced a revision to its previously announced $100 million convertible note financing agreement. The revised agreement discloses that it has signed registration rights agreements with investors to raise a total of $75 million through the issuance of additional notes. These funds will be used to purchase Bitcoin for Matador's balance sheet. However, Matador Technologies removed its previously announced plan to hold 6,000 Bitcoins by 2027 from its latest disclosure.
Frontera Labs raises $3 million in seed funding, led by Maven 11.
Frontera Labs, the developer of the Strata protocol, announced the completion of a $3 million seed funding round, led by Maven 11 Capital, with participation from Lightspeed Faction, Halo Capital, Heartcore Capital, Anchorage Digital Ventures, Nayt Technologies, Split Capital, and a group of angel investors. Strata is a general-purpose risk stratification protocol that packages on-chain and off-chain yield strategies into tokenized advanced and basic strata, each with different risk-reward characteristics.
Regulatory Trends
The Federal Deposit Insurance Corporation (FDIC) has announced the approval of a proposed rule to establish an application process for institutions seeking to issue payment stablecoins and to be regulated by the FDIC. A 60-day public comment period has begun. This is reportedly the first formal rule proposal since the passage of the GENIUS Act, the "American Stablecoin Innovation Act."
The Hong Kong Securities and Futures Commission (SFC) has announced that it has added the "Hong Kong Stablecoin Exchange" to its list of suspicious virtual asset trading platforms. The SFC stated that the entity claims to operate a virtual asset trading platform and is suspected of engaging in unlicensed activities or fraudulent activities related to virtual assets. The entity also falsely claims that it was "jointly established by the three major Hong Kong stock exchanges: the Hong Kong Stock Exchange, the Stock Exchange of Hong Kong, and the Futures Exchange," when in fact it has no connection with any of them.
The UK's FCA launches consultation on new cryptocurrency rules.
The UK Financial Conduct Authority (FCA) has launched a consultation on a series of proposed rules for the cryptocurrency industry. This comes after the UK government announced it would begin regulating the sector from October 2027. An FCA study also revealed that the percentage of UK adults holding cryptocurrency has fallen from 12% to 8% over the past year.
The FCA's proposals cover crypto asset listings, insider trading and market manipulation, trading platform standards, and brokerage rules. Additionally, the consultation includes prudential requirements, regulation of cryptocurrency staking risks, protection of cryptocurrency lending, and risk management measures for crypto companies.
The deadline for comments on the proposal is February 12, 2026, and the FCA plans to finalize the regulatory framework by the end of next year.
Character voices
Bitwise: Bitcoin will hit a new high in 2026 and end its four-year cycle.
Bitwise: Bitcoin will hit a new high in 2026 and end its four-year cycle.
Crypto asset management firm Bitwise predicts that Bitcoin (BTC) will reach a new high in 2026, surpassing its current all-time high of $126,080 and ending its traditional four-year cycle.
Bitwise Chief Investment Officer Matt Hougan stated that the factors that have driven the past four-year cycles—including the impact of Bitcoin halvings, interest rate cycles, and the boom-bust cycles driven by cryptocurrency leverage—will have a significantly weaker impact in future cycles. He pointed out that with each halving, its importance to the market decreases.
Hougan anticipates interest rates will decline in 2026, and the risk of major liquidations will decrease due to relatively lower leverage and improved regulation. Meanwhile, the continued inflow of institutional funds since the approval of Bitcoin ETFs, along with favorable regulatory conditions, will drive Bitcoin to new highs.
Peter Anderson, founder of Anderson Capital Management, commented on the latest non-farm payroll data, saying that investors hope for a smooth run without any surprises, and even if there are fluctuations, they shouldn't be too significant. Even a slight increase in the unemployment rate would increase the likelihood of further interest rate cuts. However, as we've seen in the past, this isn't a consistently consistent trend. "We're seeing some divisions within the Federal Reserve Board. Some people opposed the recent rate cut decision, and there's also a lot of focus on who will lead the Fed. Therefore, the Fed is currently in an unprecedented state of distraction, and it won't make any major policy decisions until all these issues are resolved."
Michael Saylor published an article on the X platform stating that Bitcoin's quantum leap will not destroy Bitcoin, but rather enhance its security. Network upgrades, active Bitcoin migrations, and the freezing of lost Bitcoins all contribute to increased security, reduced supply, and ultimately, a stronger Bitcoin.
a16z Crypto has published an article urging the U.S. Commodity Futures Trading Commission (CFTC) to clarify rules for blockchain protocols and applications as soon as possible to protect developers. The CFTC launched the "Crypto Sprint" in August to provide regulatory guidance and promote innovation in the digital asset market. a16z Crypto believes the CFTC should explicitly state that blockchain networks, smart contract protocols, and their developers are not subject to CFTC registration requirements, and provide no-action exemptions and/or interpretative guidance clarifying under what circumstances applications do not require CFTC registration. Furthermore, a16z Crypto argues that formal rulemaking and/or exemption remedies should be implemented to provide safe harbors or innovation exemptions.
