比特币橙子Trader|Dec 14, 2025 01:51
Crypto Breakfast 12/14 | Coinbase integrates CCIP coverage of $7 billion assets, Aave community civil war, FOLKS counter trend tripled!
TL;DR
The market was sideways over the weekend, but not calm on the chain. Coinbase brings huge benefits to LINK; Aave erupts into governance conflicts; The rumor of Tether buying a team for $1 billion has been rejected.
Today's focus:
Big move: Coinbase chooses Chainlink CCIP to handle $7 billion worth of cross chain assets.
Hot controversy: Aave community is embroiled in a heated debate over the ownership of CoW Swap fees.
New anomaly: FOLKS ignores the market's 3x in 48 hours.
The OM crash was classified by OKX as human manipulation.
Macro level: The US encryption bill has been postponed until January next year; ETF continues to see net inflows this week.
1. The US Crypto Market Structure Act is still in a tug of war: Senate negotiations may be postponed until January next year; The controversy revolves around core issues such as government officials' involvement in cryptocurrency ethics, the boundaries of "interest bearing stablecoins," and the SEC's jurisdiction over tokens/DeFi;
2. Coinbase has chosen Chainlink CCIP as its exclusive cross chain bridge infrastructure for Wrapped Assets, covering an asset size of approximately $7 billion - a strong endorsement of cross chain security and standardization by the "compliance platform";
3. Moody's plans to promote a stablecoin rating framework: focusing on reserve asset quality/isolation, market risk, and operational resilience, and soliciting opinions until January 26, 2026. Once such frameworks are implemented, they will allow USDT/USDC and others to enter a "more traditional financial product benchmarking system";
In the past few days, the aave community has gone crazy, with debates surrounding the flow of transaction fees and DAO revenue attribution after CoW Swap integration. We can continue to pay attention to this in the future;
5. Strategy will continue to remain in the Nasdaq 100 Index, maintaining its position in the benchmark index and continuing its one-year status as a constituent stock;
This week, the net inflow of Bitcoin spot ETF in the United States was 286.6 million US dollars, and the net inflow of Ethereum spot ETF in the United States was 209.1 million US dollars;
7. There has been a latest development in the OM collapse incident. Yesterday, OKX reported that there was conclusive evidence of human manipulation of OM prices, and multiple legal and judicial proceedings are currently underway;
8. Fogo has decided to officially cancel the token pre-sale originally scheduled for December 17th, as the previously pre-sale tokens were exclusively for airdrops;
9. Tether plans to fully acquire Italian powerhouse Juventus, with a planned investment of $1 billion. However, EXOR later stated that they have no intention of selling Juventus to Tether or any other party;
10. @ 0G_Foundation reported that the 0G contract used for alliance rewards was hacked, resulting in 520000 0G tokens being stolen. Currently, these tokens have been transferred through Tornado Cash;
11. FOLKS ignores the overall market trend and has risen 3x in the past 48 hours;
Bitcoin market analysis: Bitcoin has separated from the stock market over the weekend and has basically no market trend. In the past 4 hours, the trend has become a horizontal line with little reference value. The current focus is on whether the $90000 price has effectively fallen below. If it has, it will continue the previous analysis and conduct a second bottom. If it does not fall below $90000, it will continue to fluctuate and rebound in the future;
[Risk Reminder] Digital assets have significant fluctuations and extremely high risks. Please participate with caution, avoid full positions, and refuse loan leverage;
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