SEC 调查以太坊现货 ETF，征求公众对监管十字路口的反馈

本周加密市场亮点：以太坊现货 ETF 申请面临公众反馈、VanEck 预测 Layer-2 扩容网络市值将达到 1 万亿美元、Aave DAO 的行动引发 DeFi 内部担忧、DeFi 协议 Ethena Labs 将比特币添加到稳定币支持资产中、Memecoins 获得支持来自 BitMex 联合创始人的消息，Solana 错误已识别并修补，Coinbase 的 Base 网络交易量显着，Polygon 首席执行官批评 Layer-3 网络，PayPal 通过 PYUSD-USD 转换增强跨境转账，KuCoin 的市场份额下降，Deribit FZE 获得 VASP 许可证在迪拜，Paradigm 计划筹集 8.5 亿美元投资，Merkle Manufactory 估值接近 10 亿美元，Tether 完成 SOC 审计，菲律宾 SEC 对 eToro 发出警告，OneCoin 法律后果仍在继续，SEC 专员 Peirce 批评监管方式，Tron 寻求驳回 SEC 诉讼。

Ethereum's Regulatory Crossroads: SEC Solicits Public Feedback on Spot ETF Applications

以太坊的监管十字路口：SEC 就现货 ETF 申请征求公众反馈

Amidst an industry grappling with regulatory scrutiny and uncertainty, the Securities and Exchange Commission (SEC) has embarked on a crucial phase in its ongoing evaluation of Ethereum spot exchange-traded funds (ETFs). The agency has initiated a public comment period on three proposed ETFs, inviting stakeholders to weigh in on the potential implications of these products.

在行业努力应对监管审查和不确定性的背景下，美国证券交易委员会 (SEC) 进入了对以太坊现货交易所交易基金 (ETF) 持续评估的关键阶段。该机构已对三只拟议的 ETF 启动了公众评议期，邀请利益相关者权衡这些产品的潜在影响。

Analysts at investment manager VanEck have projected a bullish long-term outlook for Ethereum, predicting that the Layer-2 scaling networks underpinning the platform could reach a market capitalization of $1 trillion by 2030. This optimism is echoed by Consensys, the parent company of popular self-custody wallet MetaMask, which has implored the SEC to approve a spot Ethereum ETF, citing the network's robust security features.

投资管理公司 VanEck 的分析师对以太坊的长期前景做出了乐观的预测，并预测到 2030 年，支撑该平台的 Layer-2 扩展网络的市值可能会达到 1 万亿美元。这种乐观情绪得到了受欢迎的母公司 Consensys 的回应。自我托管钱包 MetaMask 已请求 SEC 批准以太坊 ETF 现货，理由是该网络具有强大的安全功能。

DeFi's Internal Discord: Aave DAO's Actions Raise Concerns

DeFi 内部不和：Aave DAO 的行为引发担忧

Within the decentralized finance (DeFi) ecosystem, a growing rift has emerged between Aave DAO and MakerDAO, prompting concerns about potential fragmentation. Aave DAO's recent proposal to "fork" MakerDAO has sent shockwaves through the community, raising questions about the future of stablecoin governance.

在去中心化金融 (DeFi) 生态系统中，Aave DAO 和 MakerDAO 之间的裂痕日益扩大，引发了人们对潜在碎片化的担忧。 Aave DAO 最近提出的“分叉”MakerDAO 的提议在社区中引起了轩然大波，引发了人们对稳定币治理未来的疑问。

On a more positive note, DeFi protocol Ethena Labs has expanded the backing assets for its synthetic dollar-pegged stablecoin to include Bitcoin. This move signals a growing embrace of Bitcoin as a foundational asset within the burgeoning DeFi landscape.

从更积极的角度来看，DeFi 协议 Ethena Labs 已将其合成的与美元挂钩的稳定币的支持资产扩大到包括比特币。此举标志着人们越来越多地接受比特币作为新兴 DeFi 领域的基础资产。

Altcoins: Memecoins' Surprising Influence

山寨币：Memecoin 的惊人影响力

Arthur Hayes, co-founder of BitMex, has become an ardent advocate for memecoins, emphasizing their ability to draw attention to blockchain networks and crypto platforms. Hayes believes that memecoins can serve as an entry point for new users, ultimately fostering mainstream adoption of cryptocurrencies.

BitMex 联合创始人 Arthur Hayes 已成为模因币的热心倡导者，强调模因币能够引起人们对区块链网络和加密平台的关注。海耶斯认为，模因币可以作为新用户的切入点，最终促进加密货币的主流采用。

Technological Advancements: Solana's Bug Fix and Layer-2's Rise

技术进步：Solana 的错误修复和 Layer-2 的崛起

The Solana blockchain ecosystem recently faced a significant setback due to a severe bug that crippled its functionality. However, the team has identified and patched the issue, restoring the network to normal operations.

Solana 区块链生态系统最近由于一个严重的错误削弱了其功能而面临重大挫折。不过，该团队已经发现并修复了该问题，使网络恢复正常运行。

Coinbase's Layer-2 network, Base, has reached a remarkable milestone by surpassing $1 billion in trading volume. This surge in activity underscores the growing interest in Layer-2 scaling solutions, which aim to enhance the scalability and transaction speed of blockchain networks.

Coinbase 的第 2 层网络 Base 已达到一个非凡的里程碑，交易量超过 10 亿美元。这种活动的激增凸显了人们对 Layer-2 扩展解决方案日益增长的兴趣，该解决方案旨在提高区块链网络的可扩展性和交易速度。

Polygon Labs CEO Marc Boiron has voiced concerns about Layer-3 networks, arguing that they may detract from Ethereum's value and security, potentially endangering the entire network. His statements reflect a growing debate within the crypto community about the potential impact of fragmented Layer-2 and Layer-3 solutions.

Polygon Labs 首席执行官 Marc Boiron 表达了对 Layer-3 网络的担忧，认为它们可能会损害以太坊的价值和安全性，从而可能危及整个网络。他的言论反映了加密货币社区内关于分散的第 2 层和第 3 层解决方案的潜在影响的日益激烈的争论。

Business Developments: PayPal's Cross-Border Enhancements and KuCoin's Challenges

业务发展：PayPal的跨境增强和KuCoin的挑战

PayPal has unveiled a new feature that allows users to seamlessly convert PYUSD to USD for cross-border transfers, offering a more cost-effective and efficient solution for global remittances.

PayPal推出新功能，允许用户将PYUSD无缝转换为美元进行跨境转账，为全球汇款提供更具成本效益和高效的解决方案。

Cryptocurrency exchange KuCoin has experienced a significant market share decline of 50% following legal actions by the Department of Justice and the Commodity Futures Trading Commission. These actions underscore the ongoing regulatory scrutiny faced by centralized crypto exchanges.

在美国司法部和商品期货交易委员会采取法律行动后，加密货币交易所 KuCoin 的市场份额大幅下降了 50%。这些行动凸显了中心化加密货币交易所面临的持续监管审查。

Deribit FZE, the Dubai entity of crypto derivatives firm Deribit, has received a conditional Virtual Asset Service Provider (VASP) license from the Dubai Virtual Asset Regulatory Authority (VARA). This move signals a progressive approach by the Dubai government toward the regulation of crypto businesses.

Deribit FZE 是加密货币衍生品公司 Deribit 的迪拜实体，已获得迪拜虚拟资产监管局 (VARA) 颁发的有条件虚拟资产服务提供商 (VASP) 许可证。此举标志着迪拜政府对加密货币业务的监管采取了渐进的态度。

Leading crypto venture firm Paradigm is actively raising $850M for investments, reflecting the growing optimism and increased fundraising activity within the crypto industry. Amidst a resurgence in market sentiment, venture capital firms are ramping up their investments in promising blockchain startups.

领先的加密风险投资公司 Paradigm 正在积极筹集 8.5 亿美元的投资，反映出加密行业内日益增长的乐观情绪和不断增加的融资活动。在市场情绪复苏的背景下，风险投资公司正在加大对有前景的区块链初创公司的投资。

Merkle Manufactory, the company behind the decentralized social network Farcaster, is nearing the completion of a funding round that could value the company at $1 billion. This latest development highlights the growing interest in Web3 social media platforms.

Merkle Manufactory 是去中心化社交网络 Farcaster 背后的公司，即将完成一轮融资，该公司估值可能达到 10 亿美元。这一最新进展凸显了人们对 Web3 社交媒体平台日益增长的兴趣。

Security: Tether's SOC 2 Audit and Regulatory Landscape

安全性：Tether 的 SOC 2 审计和监管环境

Tether, the issuer of the USDT stablecoin, has successfully completed a System and Organization Controls 2 (SOC) audit, demonstrating its commitment to financial transparency and compliance.

USDT 稳定币的发行人 Tether 已成功完成系统和组织控制 2 (SOC) 审计，展现了其对财务透明度和合规性的承诺。

The Philippines Security and Exchange Commission (SEC) has issued an advisory against online trading platform eToro, alleging that it offers unregistered securities in the country. This action exemplifies the ongoing efforts by global regulators to crack down on unlicensed crypto platforms.

菲律宾证券交易委员会 (SEC) 发布了针对在线交易平台 eToro 的咨询意见，指控该平台在该国提供未经注册的证券。这一行动体现了全球监管机构持续努力打击未经许可的加密平台。

Irina Dilkinska, former head of legal and compliance for the infamous OneCoin Ponzi scheme, has been sentenced to four years in prison for her involvement in money laundering. This conviction adds to the growing legal fallout from the $4 billion scam.

伊琳娜·迪尔金斯卡 (Irina Dilkinska) 是臭名昭著的维卡币庞氏骗局的前法律和合规主管，因参与洗钱被判处四年监禁。这一定罪进一步加剧了这起 40 亿美元骗局日益严重的法律后果。

SEC Commissioner Hester Peirce has criticized the agency's regulatory approach to crypto, particularly its controversial Staff Accounting Bulletin 121. Peirce advocates for a more flexible and innovation-friendly approach to crypto regulation.

SEC 专员 Hester Peirce 批评了该机构对加密货币的监管方式，特别是其备受争议的《员工会计公告 121》。Peirce 主张采用更加灵活和有利于创新的加密货币监管方式。

The entity behind Layer-1 blockchain Tron has filed a motion in a New York federal court to dismiss a lawsuit initiated by the SEC. The lawsuit alleges that Tron violated securities laws by distributing unregistered digital assets.

Layer-1 区块链 Tron 背后的实体已向纽约联邦法院提交动议，驳回 SEC 发起的诉讼。该诉讼指控 Tron 分发未经注册的数字资产违反了证券法。

Conclusion: A Pivotal Moment for Crypto

结论：加密货币的关键时刻

The crypto industry finds itself at a critical juncture, with regulatory scrutiny and technological advancements shaping its trajectory. The SEC's public comment period on Ethereum spot ETFs, the internal discord within DeFi, and the emergence of new business models and technologies will undoubtedly influence the future of the industry. As stakeholders engage in heated debates and regulatory frameworks evolve, the coming months will prove pivotal in determining the direction of crypto's evolution.

加密行业发现自己正处于一个关键时刻，监管审查和技术进步正在塑造其发展轨迹。 SEC对以太坊现货ETF的公开征求意见期、DeFi内部的不和以及新商业模式和技术的出现无疑将影响该行业的未来。随着利益相关者参与激烈的辩论和监管框架的发展，未来几个月将成为决定加密货币发展方向的关键。