雖然加密貨幣交易商、tradfi 投資者、金融機構以及可能還有許多普通人和新手都在對美國監管機構是否會批準現貨比特幣 ETF 進行扣人心弦的猜測，但一場關于比特幣區塊鏈靈魂的斗爭正在公開進行。源碼開發者平臺GitHub。

問題的核心是，像 Ordinals inscriptions 這樣的面向數據的應用程序（通常被稱為“比特幣上的 NFT”）是否應該被允許出現在網絡上，純粹主義者認為網絡應該主要保留作為點對點支付的結算層。

今年 9 月，屬于后一陣營的長期比特幣開發者 Luke Dashjr 提出了一項提案（技術上稱為“拉取請求”或 PR），對可填充到單個交易中的數據量進行嚴格限制。

該提案很快引發了一場持續數月的激烈辯論，直到幾天前，最重要的比特幣核心軟件的維護者 Ava Chow 突然關閉了 PR，沒有采取任何行動。

“很明顯，這篇公關是有爭議的，而且就目前的情況而言，不可能得出每個人都可以接受的結論，”周在帖子中的最后一篇文章中寫道。

不過，可能還會有額外的章節，因為 Dashjr 后來在推特上寫道：“垃圾郵件過濾不會消失，直到垃圾郵件消失為止?！?/p>

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.

• 據媒體報道，總部位于塞舌爾的加密貨幣交易所 KuCoin 的投資和孵化項目KuCoin Labs

  已對 DeMR 進行了戰略投資，DeMR 是一個基于 Solana 區塊鏈構建的“去中心化混合現實 (MR)”基礎設施網絡 (MR-DePIN)發布。

• 據團隊稱，人工智能數據市場Ta-da

  完成了 350 萬美元的融資，投資者包括 Morningstar Ventures、第一層區塊鏈協議 MultiversX、GBV Capital、XVentures、NxGen 和 Spark Digital Capital。

數據和代幣