#创作者冲榜 Daily Update

• Trump advisor team exposed, Cb co-founder joins.
• Visa becomes super validator for institutional chain Canton.
• Cb rejects stablecoin yield legislation compromise.
• Templeton and Ondo jointly launch tokenized ETF.
• U.S. crypto market structure bill achieves key breakthrough.
• Sony and SBI lead Startale Series A funding.
• 15 billion BTC options resonate with Iran situation.
• Solana plans upgrade to enforce transaction fairness.
• Circle accused of abusing power to freeze exchange wallets.
• Aave former executive joins X payment system design.

Today's Analysis
The current situation is that cryptocurrency is forcibly squeezing into the global power structure's red carpet from "lawless territory."

Trump's advisor committee list is quite interesting—Zuckerberg, Ellison, and Cb's co-founder sitting at one table sends an unmistakable signal: AI and cryptocurrency are no longer marginal lab experiments, but are being treated as core national policy for America's next phase. This isn't just about policy perks, but about locking digital assets directly into the armor of the dollar system at the top design level.

Interestingly, Cb's "hard stance" against the Senate's stablecoin yield legislation is actually defending the profit foundation of the entire DeFi industry. If legislation restricts stablecoin holders' yield distribution, compliant stablecoins become a clumsy substitute for bank deposits. Cb would rather flip the table than accept compromise because they've read the political wind correctly—Washington now needs crypto capital's support more than ever.

The hidden logic thread behind this is: whoever controls the definition of stablecoin yields controls the future on-chain finance's seigniorage.

The real main event is traditional finance giants' "reverse infiltration." Visa becomes a super validator, Franklin Templeton directly tokenizes ETFs and trades 24 hours on-chain—this shows RWA (Real World Assets) has moved past storytelling into infrastructure encirclement.

When you can buy and sell U.S. Treasury bonds or gold through a crypto wallet at 3 AM on Sunday, traditional banking hours become a joke. This "liquidity great migration" is irreversible; traditional asset managers are rushing to move capital on-chain because friction costs are lower and efficiency is higher. However, the flip side is equally striking.

ZachXBT exposed Circle arbitrarily freezing exchange wallets, pouring cold water on all idealists pursuing "decentralization." Under the banner of compliance, stablecoin issuers are gradually becoming "on-chain police" with no license but tremendous power. This blurred power boundary is the most dangerous gray zone in current regulatory chess.

Finally, looking at Musk's moves—he poached top talent from Aave to build X Money, absolutely not just for a simple transfer function. Combined with Solana's ongoing Constellation upgrade to tackle MEV (Maximum Extractable Value), you see a clear technical evolution path: future payments and financial interactions will become extremely seamless and fair.

When social platforms, top-tier DeFi protocols, and high-performance blockchains complete the loop, traditional payment gateways' moats crumble. The $150 billion options expiring Friday plus geopolitical risks make for extreme short-term volatility—just noise. The real trend is: old finance's walls are falling, and new power's seating arrangement is already set.