华尔街加密情报局

December 20, 2024, Friday, is destined to be a black Friday, and also a dark day for many friends in the cryptocurrency circle. We thought that the decline on the 19th was enough. Who could have expected that every time we wanted to make a big move when Trump came to power, Powell would make a big move on us first, leaving us bruised and battered. The losses really made us lose faith, and I also lost a Cullinan today. And tonight I only have one thing in mind: people in the cryptocurrency circle, please pull Powell out and whip his corpse to vent your anger!

Who would have thought Jensen Huang of Nvidia would be “invited for a chat” by Congress? The ripple effects of Trump’s midterm election defeat!
This time, it’s not a chip performance issue or a financial-results bombshell, but an “espionage mystery” involving $4.8 billion worth of AI equipment. The central figure is Alice Huang, a former executive at Singapore-based AI company Megaspeed. Citing intelligence sources, U.S. media report that she is suspected of gathering information for China and had close business dealings with Jensen Huang.
An affiliate of Megaspeed in Malaysia purchased at least $4.8 billion worth of advanced AI equipment in less than two years, including Nvidia chips. The United States has long suspected that some restricted chips may be reaching China via Southeast Asia.

From accumulating BNB to running a publicly listed company and positioning for a new L1 in the AI era, CZ is driving a much broader crypto ecosystem narrative.
October 26, Beijing time, in New York City. A familiar face appeared at the Nasdaq bell-ringing ceremony: Binance founder Changpeng Zhao, known as CZ.
This time, he wasn’t there to announce the launch of a new coin or paint a rosy bull-market picture for investors. Instead, he appeared at the Nasdaq bell-ringing ceremony for BNB Standard Corporation.
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The news quickly spread through the crypto community.
Over the past few years, CZ and Binance have been in the crypto industry spotlight. But what makes this appearance noteworthy is not just a major industry figure showing up on Wall Street. It also reflects changes underway in the BNB ecosystem: crypto assets are moving beyond being traded on exchanges and extending into the balance sheets of publicly listed companies, on-chain infrastructure, and AI-driven economic applications.

It increased its holdings by approximately 15,538 BTC in one month, surpassing 43,000 BTC in total holdings! This institution is becoming a new player in the Bitcoin market that cannot be ignored.
Over the past month, while many investors were still wondering whether Bitcoin could regain a foothold above $80,000, a publicly traded company called Strive continued to ramp up its Bitcoin purchases.
In about one month, it increased its holdings by approximately 15,538 BTC, bringing its total holdings to over 43,000 BTC. Cash and cash equivalents reached as much as $504.4 million.
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Meanwhile, the company also launched an at-the-market offering program for up to $1 billion in preferred stock.

Many people still don't believe it. How can holding 0.1 Bitcoin make you a millionaire?
However, in reality, anyone who holds more than 0.1 BTC in their account is basically a big shot with assets at the A7 level or above!
Yongqi shared some data; you can compare it with your own:
1. Over the past three years, I've met with over 130 paid students in person, with assets ranging from A6, A7, and A8. A strange phenomenon has emerged: those at A6 generally feel BTC is too expensive and rarely hold any positions, instead opting for a combination of futures and altcoins. However, those at A7 and A8 invariably hold BTC, at least 0.1 BTC. And those holding 0.1 BTC have the rest of their assets in a combination of ETH and BNB, both of which were essentially traded at private placement prices.

On October 20 and 21, two companies owned by Elon Musk released their third-quarter financial results, one after the other.
The market was quick to read this as a bullish signal for crypto: Musk is buying Bitcoin again. But when you look at both companies’ financial reports side by side, the story is much more complicated—and all the more intriguing.
On October 21, 2026, Musk confirmed that Tesla and SpaceX had each established an independent special committee to evaluate a potential merger.
If the deal ultimately goes through, the Bitcoin holdings of the two companies could be brought back together.
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First, follow the money. SpaceX has released its first full quarterly results since going public: revenue of $14.58 billion, up 161% year over year, and net income of $4.4 billion—compared with a loss of $1.05 billion in the same quarter last year. Driving this explosive growth was its “superintelligence” business, which brought in $7.56 billion for the quarter, up 830% year over year and surpassing Starlink’s $5.25 billion for the first time.

U.S. stablecoin regulation is moving from legislation to real enforcement.
But this is more like the United States issuing stablecoins their first "license to be born".
On October 21, 2026, the U.S. Office of the Comptroller of the Currency (OCC) officially released the final implementation rules for the GENIUS Act, becoming one of the first federal banking regulators to complete rulemaking related to the act.
This is not a brand-new crypto law, but rather the United States further implementing the stablecoin legislation passed in 2025 into specific areas such as issuance, reserves, custody, and risk management.
The new rules are scheduled to take effect on January 18, 2027.

The ban is about contracts; open source is about costs
24 hours after DeepSeek was banned, it gave away its “money printer”
On one side was the U.S. Department of Homeland Security’s ban; on the other, the decision to give away its core technology. In less than 24 hours, two opposing logics collided on the same timeline—and within that clash lies one of the most important equations of the AI era.

1. Two things in 24 hours
October 19 · Washington
The U.S. Department of Homeland Security issued a federal procurement exclusion and removal order: all federal civilian agencies are prohibited from procuring products and services from DeepSeek and its affiliates, and must completely remove them from existing IT systems—including third-party products and services developed using DeepSeek—as of immediately.

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Claude cracked a 25-year-old cryptographic mystery in under 30 minutes. Could 6.4 million dormant BTC become a ticking time bomb in the future?
Once again, AI has sounded the alarm for the cryptocurrency industry.
On October 16, 2026, Anthropic announced a study: its internal Claude model traced the historical origins of several NIST elliptic-curve parameter seeds in under 30 minutes.
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The answer pointed to the weak random number generator lrand48 in C libraries from the 1990s, and Unix timestamps from 1997–1998.
A mystery that had stumped the cryptography community for 25 years was unexpectedly solved by AI in no time.

The next decade, as seen through Musk’s eyes
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2026: AI evolution accelerates
AI will move from being an assistive tool to acting autonomously, taking on an increasing number of complex digital tasks.
2027: A major shake-up in digital work
Automation will continue to advance in fields such as programming, analysis, and design, reshaping the way people work.
2028: AI accelerates its spread across industries
From offices to laboratories, AI will gradually enter more specialized fields, but whether it can fully surpass humans remains unknown.
2029: Optimus takes on top surgeons
Musk has predicted that in the coming years, Optimus could surpass the best human doctors in surgical ability.