快讯 | 美国8月CPI同比增长3.4%符合市场预期 交易员上调美联储加息预期

US Aug. CPI YoY +3.4% Vs +3.4% Forecast, Prior +3.4%

BreakingsSep 11 20:30

Post-Unification: A New Framework for Uniswap’s Protocol Revenue and UNI Value Capture

From the division of labor between Labs and DUNI to Firepit burns and the restructuring of UNI valuation.

ForesightSep 11 15:05

Morgan Stanley Research Analysis: Institutions Embrace Blockchain, but Tokens May Not Be the Winners

By Rita: Digital assets are transitioning from speculative instruments to financial infrastructure. The stablecoin market cap has exceeded $300 billion, tokenized real-world assets approach $40 billion, and institutional participation is accelerating. However, in its digital assets report released on September 8, Morgan Stanley offered a counterintuitive assessment: adoption does not necessarily drive token price appreciation, and economic benefits may largely remain with existing financial institutions, meaning public protocols or token holders may not necessarily benefit. While integration is the baseline scenario, value capture is a separate issue. The core framework of the report distinguishes between technology adoption and value capture. Blockchain technology may be widely

TechFlowSep 11 09:46

Express News | Arthur Hayes increased his position by 39,800 UNI tokens, resulting in an unrealized loss of $286,000.

On September 11, on-chain analyst Ai Yi (@ai_9684xtpa) reported that Arthur Hayes had established a UNI position worth over $2.247 million at an average price of $6.94. Three hours ago, he purchased an additional 39,800 UNI through Flowdesk for approximately 273,000 USDC. His current holdings of 323,901 UNI reflect a total unrealized loss of $286,000.

BreakingsSep 11 09:18

The UK House of Lords voted 194 in favor of formulating a digital asset strategy.

According to Foresight News, citing a report by Cointelegraph, the UK House of Lords passed an amendment yesterday with 194 votes in favor and 138 against. The amendment requires the UK Treasury to formulate, publish, and consult on a digital asset strategy within 12 months after the Financial Services and Markets Act formally becomes law. The strategy will cover crypto assets, stablecoins, and tokenized securities, addressing issues such as innovation, consumer protection, and corporate access to banking, payment, and settlement services. The relevant bill still needs to be submitted to the House of Commons, where members may accept, amend, or reject the amendments proposed by the House of Lords.

ForesightSep 11 08:57

Express News | The U.S. Senate has released a new version of the CLARITY Act, with a key vote scheduled for September 15.

On September 11, Republican senators in the U.S. Senate released the text of the revised CLARITY Act, just days before the first procedural vote scheduled for September 15. Senator Cynthia Lummis and other Republican lawmakers unveiled the 630-page amended bill on Thursday, stating that it incorporates 114 amendments proposed by Democrats and emphasizing that the legislation aims to establish the first comprehensive regulatory framework for crypto markets in the United States. The new version adds regulatory provisions targeting "non-decentralized finance transaction protocols." Protocols meeting the defined criteria must register with the U.S. Commodity Futures Trading Commission (CFTC), with supporting rules to be formulated by the CFTC and the U.S. Department of the Treasury. Meanwhile, the bill further clarifies that DeFi-related provisions primarily apply to spot and cash digital commodity transactions. However, significant uncertainty remains regarding the bill's prospects. The new text shows no major changes in ethical provisions, leaving enforcement responsibilities with the Department of Justice, whereas Democrats had previously requested granting greater enforcement authority to state attorneys general. Additionally, issues such as stablecoin yields, illicit finance, and conflicts of interest involving Trump’s crypto assets remain major obstacles in bipartisan negotiations. The Senate will hold a procedural vote on advancing the CLARITY Act on September 15. As 60 votes are required to advance the procedure and Republicans currently hold only 53 seats, Democratic support is key to the bill's continued progress.

BreakingsSep 11 07:01