Conflux
一条可信、安全、无边界的高性能 Layer 1 公链基础设施。
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稳定币之外，银行正在把“钱”搬上区块链
美英加银行推进代币化存款，欧洲以央行货币结算接入链上资产。核心不是资产上链，而是链上结算的 "钱" 能否跟上 —— 资金、资产与既有金融体系能否可靠完成每次交割。稳定币是否被取代尚早，未来更可能是多种资金形式共存互联。
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Buy a Meme Coin, Get "US Stocks"? "Niulai" Turns Stock Tokens into an Airdrop
Binance is airdropping the stock token QQQB to holders of the Meme coin "Niulai," linking trading fees to build a reward loop and using the crypto community to lower the barrier to stock tokens. The model can win first-time users, but the rewards are hard to sustain, and a token is not the same as the underlying shares—long-term value remains to be tested.
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3.875亿美元被盗后，Bitget与THORChain吵了起来
Bitget 遭盗约 3.875 亿美元，部分赃款经 THORChain 兑换 BTC 引发争议。THORChain 拒拦截，因其主张无需许可，但其曾在自身被盗时停机。行业对此看法不一，攻击者身份暂未实锤。
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稳定币赚美债，谁拿走了收益
稳定币发行商利润来自储备收益，但大量分给渠道。币安入股 Circle 绑定 USDC 推广；多家平台自研稳定币争夺余额，监管则影响收益能否给到用户。
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答应 IMF 不再买币，萨尔瓦多的比特币储备却还在涨
萨尔瓦多与 IMF 签约承诺不再用财政资金增持比特币，但国库 BTC 仍增至 7777 枚，浮盈 1.62 亿美元。新增比特币被归类为私人捐赠与钱包整合，在协议字面上合规，留下监管界定争议。
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Backed by BlackRock and Visa, Circle's new chain Arc's first day was a meme coin frenzy
Circle launched the Arc public chain, borrowing Robinhood Chain's cold-start playbook and relying on meme coin launchpads to rack up high first-day DEX volume. Its core goal is to raise the share of its own USDC channels, move into AI agent payments, and lay out BTC-backed assets — but near-term scale remains limited.
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交易所在关门，传统金融集团在收购
9 月 CoinEx 官宣关停，储备充足无暴雷。今年已有四家老牌加密交易所退场。行业流动性向头部集中，合规与运营成本抬升，中型交易所旧商业模式难持续，行业步入整合期。
Conflux
PayPal、Bybit 兵分两路支持微信扫码支付
PayPal 支持境外用户扫国内微信收款码消费，未使用 pyUSD；Bybit Pay 测试用加密资产扫码支付，仅限符合条件境外用户，该路径仍受监管与地域限制。
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CLARITY Act 卡在参议院，SEC 先把美股搬上链
9 月 17 日美国 SEC 出台链上证券监管新标准，规范股票代币化权益与发行流程，未针对 Robinhood 现有海外产品。法案搁浅下 SEC 借行政权推进监管，区分 DeFi 业态，股票上链进入基础设施竞争阶段，规则仍存不确定性。
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香港五年规划：牌照发完，下一步是抢基础设施
香港五年规划推动数字金融基建，数字资产政策重心从建市场转向融入金融体系。稳定币、代币化资产将联动贸易金融，公链竞争标准转向合规、可审计与真实业务承载。
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只差 11 票，美国加密新规又“黄”了
美国加密法案 CLARITY Act 终止辩论表决失利。尽管特朗普妥协八成伦理条款，但仍存官员加密资产处置、稳定币冲击银行、DeFi 监管界定等分歧，加密市场受挫，法案短期推进空间有限。
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AMC 炮轰 Robinhood，股票归谁做主？
Robinhood 链上股票代币 DEX 上线 63 天交易量破 30 亿美元，遭 AMC CEO 强烈反对。双方就第三方能否不经发行人许可做股票衍生品产生争议。纳斯达克布局需发行人授权的股权代币，而监管尚未定调，市场跑在规则前面。
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PONS Only 0.9x, Why HYPE Gets 29x
DeFi tokens with the same buyback mechanism show huge valuation differences; the core lies in revenue sustainability. Low PE does not equal undervaluation. PONS' high yield carries short-term hype risk, while HYPE's high PE stems from market premium on its revenue certainty.
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$100 Million Entry Ticket: Nasdaq Invests in Kraken
Nasdaq invests $100 million in Kraken's parent company, with both parties advancing tokenized stock collaboration. Deutsche Börse and Intercontinental Exchange also invest in crypto platforms, as traditional exchanges acquire crypto channels to jointly build a tokenized stock ecosystem.
Conflux
ZEC Surges into Top 10, Old Controversies Resurface
In less than a month, ZEC has surged over 150% to enter the top 10 by market cap, drawing attention for its privacy coin features. However, old controversies have resurfaced, including ongoing developer fees, non-default privacy, governance turmoil, and security vulnerabilities. The market sees intense long-short battles, while core issues remain unresolved.
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