ME News

ME News 消息，1 月 28 日（UTC+8），分析师指出，Tether新推出的、专注于美国市场的稳定币USAT，可能成为Circle的USDC在该国首个真正意义上的竞争对手。分析师认为，通过与获得联邦特许的Anchorage Digital银行及Cantor Fitzgerald合作推出，USAT旨在吸引机构用户，直接进入Circle长期占据的受监管金融机构市场。尽管Circle的USDC（市值720亿美元）去年增速是USDT的两倍，但USAT凭借其机构级设计、与传统金融的合作伙伴关系，以及可能通过与USDT兑换来接入Tether全球网络的潜力，构成了威胁。 分析师表示，USDC此前在美国本土缺乏具有同等规模、分销能力或合规资质的竞争对手，而USAT的出现可能改变这一局面。但同时也有分析师指出，这对Circle是“可控风险”，且USAT可能对Tether自身的主导产品USDT构成蚕食风险。（来源：ME）

ME News Message, January 28 (UTC+8), Arthur Hayes published an article (Woomph) analyzing that the recent depreciation of the yen and the decline in Japanese government bond prices are causing 'anomalies' in the global financial market. He believes that the Federal Reserve and the U.S. Treasury may be forced to work together to directly intervene in the yen exchange rate and Japanese government bond market by expanding the balance sheet, thereby injecting new liquidity into the global fiat currency system. He stated, 'The yen is strengthening against the dollar, and Bitcoin prices are falling. I will not increase risk until it is confirmed that the Federal Reserve is printing money to intervene in the yen and Japanese government bond market. If the foreign currency-denominated asset items on the Federal Reserve's balance sheet increase significantly, it will be a good time to accumulate Bitcoin.' Before the fluctuations in the yen trend occur, positions related to high-leverage Bitcoin such as Strategy and Metaplanet have been closed; if the judgment is validated, he will re-enter the market. During the wait for policy clarification, his fund Maelstrom continues to increase its holdings of Zcash, while the positions in other quality DeFi tokens remain unchanged; once the Federal Reserve confirms balance sheet expansion intervention, he will consider increasing holdings in DeFi assets such as ENA, ETHFI, PENDLE, and LDO. (Source: ME)

ME News 消息，1 月 28 日（UTC+8）， 美国南达科他州众议员 Logan Manhart 于本周二在州议会再次提出比特币储备法案 HB 1155，内容与其 2025 年提出但被搁置的版本基本一致，仅作小幅修订。该法案拟修改州法律，允许南达科他州投资委员会将不超过 10% 的公共资金配置至比特币。Manhart 在 X 平台发文称：“强健的货币，强大的州。” 若法案获得州议会通过并由州长签署，南达科他州将加入允许州级层面投资或持有比特币的少数美国州行列。目前，仅德克萨斯州、亚利桑那州和新罕布什尔州已通过相关立法，其他州亦在陆续提出类似提案。（来源：ME）

ME News 消息，1 月 28 日（UTC+8）， 日本金融巨头野村控股旗下数字资产业务部门 Laser Digital 已向美国货币监理署（OCC）申请美国国家信托银行牌照，试图在华盛顿监管环境趋于宽松的背景下，将加密与金融科技业务全面迁回美国本土运营。相关人士已向 The Block 证实该申请属实。 若获批，联邦层级的信托银行牌照将允许 Laser Digital 在全美范围内开展业务，无需逐州申请托管牌照，但不涉及吸收零售存款。报道称，该公司预计还将提供现货加密货币交易服务。 此举正值加密原生公司新一轮“上岸潮”。随着美国政策转向更为包容，越来越多机构希望在联邦监管框架下整合交易、托管与结算业务。OCC 通常会对国家信托银行牌照给予“有条件批准”，要求申请方在资本、治理和合规等方面满足监管条件后，方可正式运营。 此前，特朗普支持的 World Liberty Financial 表示正寻求国家信托银行牌照，以在受监管实体下支持 USD1 稳定币的发行与赎回。此外，Circle、Ripple、BitGo、Fidelity Digital Assets 及 Paxos 等机构也已获得 OCC 的有条件批准，正朝着联邦监管信托银行方向推进。（来源：ME）

ME News reported on January 28 (UTC+8) that a 45-year-old Chinese man, Jingliang Su, was sentenced to nearly 4 years in federal prison for participating in a money laundering scheme involving nearly 37 million dollars of cryptocurrency fraud. He was also ordered to pay over 26 million dollars in restitution. Prosecutors stated that the transnational criminal network he was part of lured American victims into fake cryptocurrency investments through text messages, phone calls, and online dating platforms, and executed scams using counterfeit trading websites. The related funds circulated through U.S. shell companies, cryptocurrency wallets, and international bank accounts, ultimately about 36.9 million dollars was transferred to Deltec Bank in the Bahamas and exchanged for USDT, which was then moved by accomplices in Cambodia. A total of 174 American victims were confirmed in the case. (Source: ME)

ME News Message, January 28 (UTC+8), U.S. President Trump stated that he believes the depreciation of the dollar is not significant, calling the dollar "performing well," and anticipates fluctuations in currency value. When asked by reporters if he is concerned about the dollar's depreciation, Trump said: "No, I think the dollar is performing very well. I hope to return to its rightful level, which is a reasonable approach." Trump also hinted that he could manipulate the dollar exchange rate, saying: "I can make it rise and fall like a yo-yo." However, he described this situation as an unfavorable outcome, comparing it to hiring unnecessary workers to embellish employment data, while criticizing Japan for trying to devalue its own currency. The Dollar Index DXY initially rose slightly during Trump's comments, then fell sharply by over 50 points, hitting a new low since February 2022, while non-U.S. currencies took the opportunity to rise, with offshore RMB against the dollar once approaching and breaking the 6.93 mark, and gold continued to hit new highs above $5180 per ounce. (Jin Shi) (Source: ME)

ME News 消息，1 月 28 日（UTC+8），CME Group发布报告称，其加密货币期货和期权在2025年共成交近3万亿美元名义本金，平均日成交量增至28万份合约（约120亿美元），平均日未平仓合约达31.3万份（约260亿美元），Q4较上年同期成交量增长92%，未平仓翻倍，Large OI Holders创下1,039名新高。比特币和以太坊期货持续贡献流动性，Micro合约和MET等产品成交刷新纪录。现货报价期货方面，QBTC在12月30日单日成交12.8万份合约、月度突破100万份；包含QBTC、QETH、QSOL、QXRP在内的Spot-Quoted futures当日合计成交13.1万份，支撑CME在2026年继续扩展波动率指数和TAS等新品。（来源：ME）