全國人大代表：我國自主創新區塊鏈技術已應用到 16 個中央部委和 27 個企業

Tether 寻求 5000 亿美元估值，成为全球估值最高私营公司之一

Tether首席执行官Paolo Ardoino正在将美国作为扩张核心，计划2026年完成审计，去年利润超100亿美元，目前持有约1220亿美元美债。同时，Tether推出合规代币USAT，并在多个领域投资。

開發者奔向AI！加密專案活躍度跌75%，公鏈失血最多、錢包逆勢成長

加密開發專案的提交量驟降約75%，大量開發者流失，主因是市場低迷與AI技術崛起。雖然AI領域蓬勃發展，GitHub上的加密項目活躍度卻減少，唯有加密錢包基礎設施微幅成長。開發者結構改變，經驗豐富的老手保持活躍，而新進開發者大量減少。加密產業逐步邁向App時代，現有平台整合應用，開發活動形式也隨之轉變。

Delphi Digital：链上期权爆发的前夕

加密貨幣期權市場正在迅速擴張，預計到2025年比特幣期權未平倉合約將達到650億美元，首次超越期貨。頭部平台Deribit被Coinbase收購，促進了機構投資者的參與。鏈上期權仍處於發展初期，儘管去中心化衍生品市場份額上升至10%。機構需求日益增加，監管環境也有所改善，為加密期權市場帶來新的機遇。

Ripple CEO Pushes Enterprise-Grade Crypto Applications, Stablecoins and XRPL Could Lead Next Wave of Institutional Adoption

Ripple Chief Executive Officer Brad Garlinghouse stated that the company will focus on developing enterprise blockchain applications, particularly stablecoin applications in financial scenarios. Financial institutions' attention to digital assets continues to rise, and efficiency improvements of blockchain technology in core business operations such as fund management have become a focus for management. Major institutions are actively deploying stablecoins to promote the development of enterprise-grade cryptocurrency payments.

Wintermute：比特幣挖礦遇瓶頸，礦工持幣主動創收才有優勢

Wintermute 報告指出，比特幣挖礦業面臨三重壓力，包括減半溢價失靈、有限的交易費補充效果及能源成本上升，導致礦工毛利率下降。建議礦工從「被動儲備」轉向「主動管理」比特幣資產，透過衍生品和借貸收入來應對挑戰。報告同時提到，AI 轉型雖具潛力，但高昂成本使其不適合所有礦商。

矿工利润承压！Wintermute称比特币矿企必须转型AI或激活BTC资产收益

Wintermute report indicates that Bitcoin miners face pressure from declining revenues, with traditional mining profitability difficult to increase. Mining enterprises are considering transitioning to AI computing power business to maintain competitiveness, but this requires substantial capital investment. The report suggests that this profitability pressure differs from previous cycles, resembling more of an industry structural adjustment, with the industry expected to become more concentrated and efficient.