幣圈脈動——市場觀點

Key TakeawaysIgloo Inc., the company behind Pudgy Penguins, announced on October 6, 2026 that it is winding down Abstract, its Ethereum Layer 2, with the network ceasing operations permanently on December 15, 2026 and any assets left on it after that date becoming inaccessible. CEO Luca Netz disclosed losses in the tens of millions across two years, stating that even after losing eight figures the company could have launched a token or run an ICO and decided against it, on the reasoning that a t

Key TakeawaysWinklevoss Asset Services filed a preliminary S-1 with the SEC for a spot Zcash ETF, proposed for Nasdaq under the ticker WINK, holding ZEC directly with Gemini Trust Company as custodian and charging a 0.25% annual sponsor fee. Grayscale's ZCSH, the only live US spot Zcash fund, charges 2.5%, making the Winklevoss filing a tenfold undercut of the incumbent. Winklevoss Capital Fund has indicated nonbinding interest in buying up to $100 million of shares, a standard registration disc

Key TakeawaysGlamsterdam, the next hard fork for Ethereum (ETH), activated on the Sepolia testnet on Tuesday, October 6, 2026 at 13:53:36 UTC. Dates for the Hoodi testnet and mainnet have not been decided, though mainnet is currently expected in the fourth quarter of 2026.Its two headline changes are enshrined proposer-builder separation (EIP-7732), which brings block building into the protocol, and block-level access lists (EIP-7928), which let nodes process transactions in parallel.In total, 1

Key TakeawaysThe CFTC proposed two rules on Monday, October 5, 2026: Regulation CTX, covering leveraged, margined or financed retail crypto transactions, and Regulation CAM, a new crypto asset market category for exchanges that list only crypto.The framework is voluntary. It offers exchanges a single federal pathway with proof of reserves, segregated customer funds, token listing safeguards and anti-manipulation rules, but it cannot force spot trading onto CFTC platforms or override state rules

Key TakeawaysThe Federal Reserve publishes the minutes of its September 15 to 16 meeting today, October 7, at 2:00 p.m. ET (18:00 UTC). That meeting delivered a unanimous 25 basis point hike to 3.75% to 4.00%, the first since July 2023.The data has softened since. September payrolls rose just 29,000, unemployment climbed to 4.2%, and core PCE inflation printed 3.0%, cutting the odds of an October hike to about 20% from more than 60%.Bitcoin (BTC) has been rejected at $87,000 three times since Se

USDT may return to the Bitcoin ecosystem, although the proposed route is different from the Omni model used when the stablecoin was first introduced in 2014. Utexo, a Tether-backed Bitcoin payment infrastructure company, said that it expects USDT issuance on Bitcoin mainnet to begin in October 2026.The plan uses RGB, a digital asset protocol that connects token ownership to Bitcoin unspent transaction outputs, or UTXOs. A UTXO is a Bitcoin transaction output that has not yet been spent. Under th

A statement by Danantara Chief Executive Officer Rosan Roeslani that the process of transferring the Whoosh high-speed rail project’s debt burden to the Ministry of Finance is still under way has revived a central question: if the arrangement proceeds, who will actually bear the cost? Reporting published on October 6, 2026 said the process remained unfinished, even though the transfer had previously been targeted to take effect in mid-September.The simple answer is that the party legally assumin

The CFTC has not introduced a final rule that rewrites crypto trading rules across the board. On 5 October 2026, the U.S. derivatives regulator opened an Advanced Notice of Proposed Rulemaking, or ANPRM, seeking public input on a possible framework for crypto asset transactions and crypto asset markets.That distinction matters. The CFTC is not announcing a new universal leverage cap, a revised funding-rate formula, or immediate changes to liquidation rules. It is asking how a regulatory framewor

Attention on Danantara’s structure has grown after Indonesia’s Audit Board, BPK, began an audit of BPI Danantara’s consolidated financial statements for fiscal year 2025. The audit covers BPI Danantara, PT Danantara Aset Manajemen, PT Danantara Investasi Manajemen, and state-owned enterprises within the BPI Danantara structure.The audit is not an allegation of wrongdoing. BPK says its work is intended to assess the fairness of financial statements, the adequacy of disclosures, legal and regulato

Starting in crypto does not require a long list of apps, bots, or technical indicators. Beginners are usually better served by understanding five types of tools: tools for checking market data, placing orders, storing assets, verifying transactions, and avoiding scams.Many costly mistakes do not begin with a lack of advanced trading software. They begin with simpler errors, such as choosing the wrong network, sending assets to the wrong address, buying a token without checking its contract, or t