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イーロン・マスク、$800 億ドルのSpaceX評価報道を否定

主なポイント:
イーロン・マスクは、SpaceXの噂されている$800B 評価額を否定し、キャッシュフローを強調。
マスクは、評価額の成長をStarship、Starlink、および周波数帯域の取得に関連付けた。
2026年にSpaceXがIPOを計画していることについては確認なし。
イーロン・マスクは、SpaceXが$800 億ドルの評価額で資金調達を行っているという主張を否定した
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Moore Threads Debuts on STAR Market Amidst Controversial Crypto History

Key Points: Moore Threads lands on STAR Market with a 468% surge, amidst controversies.
Single bid yields over 267,000 yuan profit.
No direct crypto impact identified from Moore Threads’ IPO.
Moore Threads’ December 5th debut on the STAR Market saw shares soar 468.78% from their initial price,
BTC1.4%
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China's CSRC Chairman Emphasizes Cautious Approach Toward Crypto Assets

Key Points: China’s CSRC chair urges cautious crypto asset analysis.
Caution stressed to prevent unforeseen risks.
Focus on risk prevention across financial sectors.
Wu Qing, Chairman of the China Securities Regulatory Commission, emphasized the need for stringent risk management, particularly
BTC1.4%
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Hassett's Support for Bessent: Federal Reserve Discussions

Key Points: Kevin Hassett supports Scott Bessent’s Federal Reserve proposals
No discussions with Trump on Fed chairmanship
Minimal market impact observed
Kevin Hassett, Director of the White House National Economic Council, stated he hasn’t discussed Fed Chairman selection with Trump, aligning wit
BTC1.4%
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Grayscale SUI ETF Application: Unverified Claims and Market Implications

Key Points: Grayscale claims SUI ETF application submitted to SEC, lacks verification.
Existing Grayscale Sui Trust trades OTC, not an SEC-registered ETF.
No major market reaction due to non-confirmable SEC filing status.
Grayscale Investments submitted plans to the U.S. SEC on December 5, 2025, t
SUI5.58%
LINK0.43%
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Crypto Exchange FTX Files for Bankruptcy, Market Reeling

Key Points: FTX files for bankruptcy, affecting crypto markets.
BTC price drops amid FTX turmoil.
Regulatory scrutiny on crypto exchanges likely to increase.
Ethereum founder Vitalik Buterin announced a significant update to the Ethereum blockchain protocol set to release in December 2023,
BTC1.4%
ETH2.15%
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China's Policy Urges Halt on Stablecoins, Focus on Digital Yuan

Key Points: China discourages stablecoins, emphasizing digital yuan development for monetary stability.
Wang cites USD stablecoin dominance as a risk to China’s currency.
e-CNY preferred to maintain sovereignty and prevent financial threats.
Former Bank of China Vice President Wang Yongli’s
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National Bank Canada's Unconfirmed MicroStrategy Stake Report

Key Points: Unverified report on National Bank Canada’s stake in MicroStrategy.
Claimed $273 million purchase lacks official confirmation.
Concerns raised over institutional Bitcoin exposure strategies.
The National Bank of Canada reportedly acquired 1.47 million shares in MicroStrategy Inc.,
BTC1.4%
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Cloudflare Outage Disrupts Solana Protocol Interfaces

Key Points: Cloudflare outage impacts Solana protocol UIs, affecting services like Jupiter.
Cloudflare service disruption causes Solana interface issues.
Market reactions follow disruptions in Solana protocol services.
Major Solana protocols, including Jupiter, Raydium, and Meteora, faced user int
SOL1.51%
JUP-2.12%
RAY-0.92%
MET-0.3%
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China Confirms Ban on Virtual Currencies

Key Points: China’s financial associations confirm ban on virtual currencies.
Virtual currencies and stablecoins lack legal tender status.
Increased risks for money laundering and speculative activities noted.
On December 5, China’s leading financial self-regulatory bodies issued a risk warning re
BTC1.4%
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U.S. Treasury

Key Insights:
U.S. Treasury’s $12.5B buyback aims to boost liquidity and stabilize markets.
Experts expect bullish market conditions in Q1-Q2 2026 with more liquidity.
The Bank of Japan’s interest rate decision adds uncertainty to the global market
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Solana Attracts $460 Million in Cross-Chain Tokens in November

Key Points: $460M shifted to Solana in asset inflows from cross-chains.
Ethereum outflows contributed $300M.
Growth in tokenized real-world assets on Solana continues.
In November, Solana attracted $460 million in assets from other blockchains, including over $300 million from Ethereum,
SOL1.51%
ETH2.15%
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VTB Bank's Plan for Direct Cryptocurrency Trading by 2026

Key Points: VTB Bank plans to offer direct cryptocurrency trading by 2026.
Initiative awaits regulatory approval, marking a shift in digital asset strategy.
Potential market implications include enhanced transparency and broader participation.
VTB, Russia’s second-largest bank, announced plans at
BTC1.4%
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LISA Launches "Road to Genesis" Points Program and Secures $12 Million in Funding

Key Points:
LISA unveils a points program for upcoming token generation event.
Participants gain points by linking social accounts.
$12 million funding round completed to advance system development.
On December 4th, LISA, a Web3 AI security project, launched the ‘Road to Genesis’ points program
ETH2.15%
ENS0.06%
OP-1.17%
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Senate Nominees Could Reshape U.S. Crypto Landscape

Key Points: The U.S. Senate advances President Trump’s nominees, impacting U.S. crypto regulation.
Michael Selig set to lead CFTC as chairman.
Travis Hill focuses on banking and “de-banking” issues.
The U.S. Senate moves forward with confirmation votes for Michael Selig as CFTC chairman and Travis
BTC1.4%
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U.S. SEC Chairman Atkins Embraces Tokenization in Financial Markets

Key Points: U.S. SEC Chairman Paul Atkins promotes tokenization in finance, enhancing market functionality and regulatory clarity.
Push for tokenization could reshape financial markets.
Advancements are expected to increase institutional engagement and innovation.
On December 3, SEC Chairman Paul
ETH2.15%
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