协议：比特币 ETF 混乱之下，一场区块链戏剧

新年快乐！

加密货币市场的情绪突然变得相当乐观，人们猜测美国监管机构在多年否认后最终将批准现货比特币 ETF。

据估计，大约 1000 亿美元的资本可能会流入这些产品。

一个问题可能是，有多少新投资者真正了解比特币实际运作的本质——不仅是技术细节，还有治理。

在今天的网络新闻中，我们深入探讨了一位著名的比特币开发商的提案，该提案将严重限制区块​​链上近期流量的一个关键来源；

过去一周，开源比特币核心软件项目的维护者突然终止了这项工作。

在本周的专题文章中，我们的 Sam Kessler 尝试了福克斯公司（福克斯新闻的母公司）和以太坊扩展项目 Polygon 的新“验证”工具，据称该工具将有助于检测深度伪造品。

本文发表在最新一期《协议》中，这是我们的每周时事通讯，一次一个区块地探索加密背后的技术。

在此注册，每周三将其发送到您的收件箱。

另请查看我们每周的协议播客。

网络新闻

GitHub 拒绝！

ICYMI: We finally got around to reading this report from last month by Galaxy Research's Christine Kim (who by the way is also the former co-author of The Protocol's predecessor newsletter, Valid Points) on why ETH might underperform in the near term. A teaser: "The forthcoming Cancun/Deneb upgrade on Ethereum is expected to reduce fees paid by rollup operators for block space and thus, in the near term, act as a headwind to Ethereum’s fee-derived protocol revenue. Over the long-term, if the blockchain modularity thesis proves correct, then the main network fee drivers for layer-1 blockchains like Ethereum and Celestia will be layer-2 rollup service providers, instead of end-users."

ALSO:

1. This week's hack of the SEC's X (Twitter) account to post a fake bitcoin ETF approval was "due to an unidentified individual obtaining control over a phone number associated with the @SECGov account through a third party,” based on a preliminary investigation by the social media-platform. The report also noted that the SEC's account did not have two-factor authentication enabled.

2. Grayscale, purveyor of GBTC bitcoin trust, is standing ground on fees amid ETF price war, though some analysts say tax considerations might keep many investors in the investment vehicle post-conversion.

3. U.S. arrests 'Bitcoin Rodney' alleged HyperVerse crypto scheme promoter, on IRS charges of fraud. (Link)

4. North Korean hacking group Lazarus withdraws $1.2M of bitcoin from unidentified coin mixer. (Link)

5. Mysterious $1.2M bitcoin transaction to Satoshi Nakamoto sparks speculation. (Link)

6. Bitcoin ETF chaos memorialized on blockchain, with nod to Satoshi Nakamoto's "Chancellor on the Brink" Reference. (Link)

Protocol Village

Highlighting blockchain tech upgrades and developments.

1. Metis, the layer 2 blockchain, in the first official disbursement of their Ecosystem Development Fund (EDF), revealed that DeFi products suite WAGMI will receive a $2 million grant and deployed on Metis on Jan. 8, according to the team: "WAGMI is the latest venture from DeFi magnate Daniele Sesta, and WAGMI will be deploying a decentralized exchange that will allow permissionless pool creation, arbitrage bots that will be a way for market inefficiencies to become users' returns and GMI strategies that allow users to seamlessly interact with concentrated liquidity pools."

2. Parallel Network has officially launched on mainnet and is open to developers, according to the team, claiming to be the first layer-2 network on Arbitrum Orbit to go live. "It is also the first non-custodial omni-chain margin protocol, which allows liquidity to be pooled across multiple chains and makes it immediately available on the Parallel Network."

3. AQUA by JAN3, a Bitcoin and stablecoin wallet headed by former Blockstream Chief Strategy Officer Samson Mow, launched on Jan. 3, according to a press release. Designed for users in Latin America, AQUA claims features that "can also attract die-hard Bitcoin Maximalists, offering them a powerful interface to layer-2 technologies like Lightning and Liquid. By utilizing submarine swaps, AQUA can completely bypass high fee-rate environments, seamlessly moving between Lightning and Liquid. AQUA gives Bitcoiners the ability to batch their Bitcoin transactions in Layer 2 and then swap to mainchain Bitcoin when fees are low."

4. C3.io, a hybrid crypto exchange, announced the launch of public mainnet. The project's "self-custodial approach ensures users control their funds, enhancing security while reducing insolvency risks," according to the team. According to the project documentation: "C3’s on-chain component consists of two smart contract applications, the Cross-collateral Clearing Engine and the Health Calculator, which are deployed on the Algorand blockchain and serve as C3's settlement layer…. To consolidate balances, C3 leverages Wormhole’s cross-chain interoperability protocol to process deposits and withdrawals to and from C3’s on-chain component."

5. Libre, a newly established tokenization platform, is emerging from stealth mode under the leadership of tokenization pioneer Avtar Sehra, constructed using Polygon CDK, the blockchain development kit of the Ethereum-based scaling network. Heavy hitters from the world of institutional cryptocurrency investing like Nomura’s Laser Digital, Brevan Howard’s WebN group and private markets giant Hamilton Lane are foundational partners and the first users, the companies said on Wednesday.

See the entire Protocol Village list from this past week here.

Money Center

Fundraisings

• Tune.FM, a Web3 music platform, has received $20 million in capital from alternative investment group LDA Capital to advance its goals of helping musicians earning a greater share of royalties from their work. Using Hedera Hashgraph's blockchain technology, Tune.FM provides musicians with a platform to receive micropayments for streaming in its native JAM token (JAM) as well as minting non-fungible tokens (NFTs) for digital music assets and collectibles.

• Bracket Labs, a provider of leveraged structured products for non-custodial DeFi users, raised $2 million in a pre-seed round led by Binance Labs and NGC Ventures for their "Passage" volatility trading product on the BracketX platform, according to the team.

• EOS Network Ventures (ENV) "just invested $500K in EZ Swap, a multi-chain NFT DEX protocol and inscription marketplace, during its successful second fundraising round in December 2023, totaling $1 million," according to the team.

• 据媒体报道，总部位于塞舌尔的加密货币交易所 KuCoin 的投资和孵化项目KuCoin Labs

  已对 DeMR 进行了战略投资，DeMR 是一个基于 Solana 区块链构建的“去中心化混合现实 (MR)”基础设施网络 (MR-DePIN)发布。

• 据团队称，人工智能数据市场Ta-da

  完成了 350 万美元的融资，投资者包括 Morningstar Ventures、第一层区块链协议 MultiversX、GBV Capital、XVentures、NxGen 和 Spark Digital Capital。

数据和代币

• Solana Meme 硬币在 12 月疯狂之后价格下跌 80%

• 吉祥物死亡的虚假传言激怒了加密货币爱好者，狗狗币价格大幅波动 9%

• 根据 DeepDAO.io，DAO 国债合并金额已突破 30B 美元，创下历史新高

以太坊在 NFT 上被比特币颠覆

过去几年关注 NFT 发展的人都知道，这些代币最初是以太坊区块链上的一种现象。

但根据分析公司 Messari 最近的一份图表，比特币目前在 NFT 销量中处于领先地位，12 月份达到 8.81 亿美元。

Messari 表示：“这远远超过了 2023 年以太坊或 Solana 的任何单月销量。”

司机？

序数铭文。

日历

• 1 月 10 日至 12 日：加密货币金融会议，圣莫里茨。

• 1 月 30 日：Soroban 智能合约的恒星升级，公共网络就绪日期。

• 2 月 22 日至 24 日：Bitcoin++，布宜诺斯艾利斯。

• 2 月 23 日至 3 月 3 日：EthDenver。

• 2024 年 4 月（预计）：下一次比特币减半。

• 4 月 8 日至 12 日：巴黎区块链周。

• 5 月 29 日至 31 日：共识，德克萨斯州奥斯汀

• 7 月 25 日至 27 日：比特币 2024，纳什维尔。

• 9月30日至10月

  2：Messari 主网，纽约。

• 10 月 21 日至 22 日：迪拜宇宙宇宙。

• 2024 年 11 月 12 日至 14 日：Devcon 7 东南亚，泰国曼谷。

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