doubt

According to CNBC, SpaceX officially submitted its IPO prospectus last week, but its CEO Musk recently posted on social media, revealing significant discrepancies between the details of the company's agreement with Anthropic for computing power rental and the content of the prospectus.The prospectus shows that the cooperation between the two parties will last until 2029, with a monthly rent of $125 million; however, Musk stated that the agreement is only a short-term lease of 180 days, and both parties can terminate the cooperation with 90 days' notice.This discrepancy makes it difficult for investors to assess the company's valuation, and industry experts have raised questions about the regulatory compliance of the information disclosure. Additionally, analysts pointed out that the prospectus is missing several key data points.SpaceX is expected to go public on June 12, with the company's valuation currently exceeding $1 trillion, and it continues to operate at a loss.

The Digital Chamber, a cryptocurrency industry organization, responded to Senator Elizabeth Warren's concerns regarding the recent approval of national trust charters by the OCC, stating that her claims about cryptocurrency companies being "improperly approved" are unfounded.Previously, Warren wrote to the Office of the Comptroller of the Currency (OCC), stating that the recent approvals granted to digital asset companies such as Ripple, Circle, Paxos, Fidelity, BitGo, and Coinbase may violate the National Bank Act and have not adhered to the same regulatory standards as traditional banks.The Digital Chamber stated that the OCC has the authority to grant national trust charters to qualified institutions, and that these arrangements do not equate to a relaxation of regulation. The organization represents over 250 cryptocurrency-related entities and believes that these charters help to integrate digital asset services into a clearer federal regulatory framework.

At the Tencent shareholder meeting, Chairman and CEO Ma Huateng gave the most candid response to date regarding doubts about whether Tencent is falling behind in AI. He stated, "A year ago, we thought we were on board, but later found that the boat was leaking. Now it feels like we are on board, but we can't sit down yet. We hope the speed of the boat can be a bit faster." Ma Huateng acknowledged the company's bumpy journey in the field of artificial intelligence and humorously illustrated the current situation: on the boat, but not yet stable.Ma Huateng also emphasized that Tencent may not be the fastest in the industry to seize opportunities, but it insists on following the right path, combining its unique advantages to proceed steadily. "We can't just look at others doing things and casually jump in to take over their territory. We have done that in the past but mostly failed."

Crypto fund manager McCann is under investigation in Zanzibar, Tanzania, after his fiancée was suspected to have died by suicide. McCann's passport has been confiscated by local police, and he has been asked to remain in the area while awaiting the results of the forensic autopsy.Recently, 31-year-old American influencer Ashlee Jenae died at a luxury resort in Tanzania. Her fiancé Joe McCann is the founder of the crypto hedge fund Asymmetric. McCann claims his wife hanged herself, but Jenae's family and friends strongly deny this and have issued an open letter stating that she would never commit suicide, demanding a thorough investigation by the authorities. Public information shows that Joe McCann's fund suffered a 78% loss in July 2025 and was forced to close. The timeline from the fund's collapse to the sudden death after their engagement has led the crypto community to question whether it is merely a coincidence.

According to market news, Ark Invest founder Cathie Wood reiterated her strong confidence in Bitcoin during an interview with Bloomberg, stating that it is "undoubtedly" superior to gold. She believes that Bitcoin serves as a hedge against both inflation and deflation, and its digital properties give it a structural advantage in the modern financial system, while the demand pattern for gold has matured.Wood pointed out that Bitcoin is still in the early stages of adoption by institutions and retail investors, with institutional exposure still developing, and younger investors increasingly favoring digital assets over physical gold.She believes that Bitcoin represents a generational shift in value storage investment. Despite Wood's optimism, market data shows that Bitcoin has fallen 27.7% this year to $63,269, while gold has risen 19% to $5,180 per ounce, indicating that traditional safe-haven assets have performed better in the short term. Wood emphasized the importance of focusing on structural adoption trends rather than short-term price fluctuations.

According to Jinshi, U.S. President Trump stated that interest rates will be lowered, which is "almost without a doubt."

Aster CEO Leonard has officially responded to the recent ongoing FUD (Fear, Uncertainty, and Doubt) surrounding the project. He stated that the accusations currently circulating are "completely false on a factual level" and represent "maliciously intended opinion manipulation without evidence." In response to questions regarding "sell-off accusations, CZ's involvement, and whether the project is 'exiting liquidity'," Leonard clarified: CZ is merely an advisor to the project, and the investment from Yzi Labs is in a long-term lock-up; Aster operates as an independent project, not controlled or directly operated by CZ or Binance entities. The related accusations are "baseless."He also emphasized that the token release and buyback follow a publicly available token economic model, aimed at incentivizing ecosystem participants rather than facilitating sell-offs. The project has recently upgraded its buyback mechanism, executing daily automatic buybacks on-chain (funded by protocol revenue) to enhance transparency and predictability. Leonard provided the following on-chain verifiable data: a total buyback of 254 million tokens; 78 million tokens have been burned, and an equivalent amount of tokens has been re-locked into the airdrop pool; plans to burn all remaining repurchased tokens in the future.The next development focus for the project includes: expanding asset liquidity and accelerating new listings; a privacy-first Layer 1 network expected to launch in March, achieving both verifiable transactions and privacy protection; subsequently introducing staking features for token holders; optimizing trading experience and interface design. The optimization direction for the token economic model includes: S6 being the last phase of trading airdrops, with future circulation growth expected to slow down; pausing the monthly 1% unlock until staking is live; and continuing to execute automatic buybacks (with up to 80% of fees used for buybacks during S6).

X product lead and Solana advisor Nikita Bier previously disclosed that they are currently developing Smart Cashtags. Some users in the crypto community have questioned the backend for querying crypto assets, stating that some small-cap crypto assets that are not yet listed on mainstream exchanges may not be queryable, ultimately forcing users to switch to DEX for queries.In response, Nikita Bier stated that the API (Application Programming Interface) used by the X platform will be able to process almost any on-chain minted content in real-time. Additionally, when users asked whether it would be possible to conduct crypto transactions on X using self-custody wallets or even CEX widgets in the future, Nikita Bier did not provide a clear response, only replying with a "follow" emoji.

Telegram founder Pavel Durov posted on the X platform on January 7, responding to the recent FUD surrounding Telegram. Durov stated that Telegram has no connection to Russia in its capital structure, and that there were "absolutely no Russian investors" involved in its recent $1.7 billion bond issuance.He further pointed out that the old debt issued by Telegram in 2021 has been largely repaid and does not pose a current risk. He also emphasized that bondholders are not equivalent to company shareholders, and that he remains the sole shareholder of Telegram, with no direct relationship between bonds and equity.

Former Coinbase employee hish posted on the X platform early this morning, stating that Coinbase has not yet truly understood the value of content tokens. Content tokens must have sustainable revenue capabilities and be able to share value with token holders; otherwise, it is difficult to form long-term value accumulation. If Base cannot solve this core issue of revenue sharing, related content tokens may ultimately just become more beautifully packaged meme coins. In contrast, the construction of creator tokens has a higher threshold and is more challenging, so exploring project tokens may be a more realistic path, but this may require Coinbase to make certain trade-offs at the wallet application level.In response, Coinbase CEO Brian Armstrong stated that there is still a lack of understanding in the market regarding the essence of content tokens and creator tokens. He mentioned that when users purchase content tokens, they can indirectly promote the economic activities and demand of the underlying creator tokens, as both can achieve value linkage and transmission through liquidity pool mechanisms.

According to Grayscale's latest report, Bitcoin's 32% pullback since the beginning of October aligns with historical averages, marking the ninth significant pullback in the current bull market. Grayscale believes that Bitcoin may not enter a deep cyclical downturn and expects its price to reach new highs next year, questioning the applicability of the four-year cycle theory.The report notes that this bull market has not seen the parabolic rises observed in previous cycles, and the market structure has changed, with funds primarily flowing in through exchange-traded products (ETPs) and digital asset trusts (DATs), rather than retail trading. Additionally, privacy-focused cryptocurrencies have performed well, with Zcash rising 8%, Monero increasing by 30%, and Decred soaring by 40%. Meanwhile, the first ETPs for XRP and Dogecoin have begun trading.Grayscale also mentioned that the Federal Reserve may cut interest rates again at the meeting on December 10, and progress on cryptocurrency legislation by both parties in the U.S. is expected to provide more positive momentum for the market. Although market volatility remains in the short term, Grayscale holds an optimistic view on the cryptocurrency market's prospects for 2026 and emphasizes the importance of long-term holding.

According to Jinshi reports, the research team at ANZ Bank pointed out that despite the better-than-expected growth in U.S. non-farm payrolls in September, the unemployment rate is still rising, indicating potential vulnerabilities in the labor market. There is a clear divide within the Federal Reserve regarding whether to cut interest rates further. Chicago Fed President Goolsbee expressed a cautious attitude towards another rate cut in December. Spot gold has fallen over 0.3%, trading at $4,061 per ounce.

According to Jin10 data reports, after a record-breaking shutdown period, the U.S. government has resumed operations, marking the imminent release of key indicators for analyzing the health and development trajectory of the U.S. economy."This period has felt like flying blind in the fog," said Mark Zandi, chief economist at Moody's Analytics. "We have completely lost our navigational tools." Zandi noted that data from private institutions has prepared people for the potential outcomes of official data; however, if the actual data deviates from expectations, the market may experience significant volatility. "If the official data aligns with expectations, then everyone will be happy," he said, "but if the released data—whether positive or negative—deviates from our expectations, it could raise questions in the market about the effectiveness of the Federal Reserve's policies during the government shutdown."

ChainCatcher news, Federal Reserve Governor Christopher Waller stated at the first "Payment Innovation Conference" that the Federal Reserve's attitude towards the crypto and DeFi sectors is changing, "The DeFi industry is no longer viewed with suspicion or disdain; on the contrary, we welcome your participation in discussions about the future of payments in the United States."

ChainCatcher news, He Yi responded to the issue of "data modification" in a post on platform X, stating: "If you have traded on Binance, you can compare it with the liquidation price of the same project. Binance contracts take the marked price, which is the weighted average price after excluding extreme prices from multiple platforms. Feel free to verify it yourself. Historically, some platforms take their own prices, making it easy for users to be liquidated by the fluctuations of the spot market, which can lead to the perception that the platform is acting maliciously; therefore, one of the innovations of Binance contracts is to use the marked price for liquidation to avoid extreme prices from a single platform. The issue with the K-line has no motive or reason; it was entirely due to someone in the team getting overly excited, thinking the announcement had explained everything clearly. The only impact is that, aside from when there is a vacuum in the order book, a user's historical order from a few years ago made a few dozen dollars."In addition, He Yi also responded to community users asking "why change the K-line," stating: "When there are more people, it's hard to manage the team. If you let go and give the team freedom, then you have to come out and apologize and clean up the mess. Binance is still the same Binance; execution indeed needs to be polished, polished, and polished again."

ChainCatcher message, on-chain analyst MLM pointed out in a personal channel that the whale who sold over $4.23 billion in BTC to swap for ETH is Garrett Jin, who has a relatively high credibility. However, there are some questions raised about this, including: why did Garrett expose his identity through an ENS domain; why did CZ personally post to verify the authenticity, as he used Binance, which should have KYC information available; and why can a "worker" possess billions in BTC assets.It is reported that a community user previously referred to Garrett Jin as one of the "culprits of the 1011 crash." In August and September of this year, this whale sold over 35,000 BTC to swap for ETH using a series of wallets and also engaged in BTC short selling. As of now, Garrett Jin still holds 46,295 BTC across multiple wallet addresses, worth $5.19 billion.

ChainCatcher news, Pump.fun co-founder Alon posted that initially, outsiders believed that Meme coin trading could not be sustained, then claimed that no one would live stream on Pump.fun, and now questioned the sustainability of its live streaming feature. He responded that Pump.fun's streaming functionality is growing rapidly and he remains confident about its future development.

ChainCatcher news, August 23, on-chain analyst Ai Yi published a cost overview of the currently public rounds of WLFI on her personal channel, while revealing that DWF Labs is undoubtedly the market maker for WLFI, and that the project is likely to have other market makers as well.Data shows that Web3Port acquired 200 million WLFI tokens in the strategic round (cost $0.05), DWF Labs acquired 250 million tokens in the strategic round (cost $0.1), and ALT5 Sigma Corporation obtained 7.5 billion tokens through equity acquisition (cost $0.2).

ChainCatcher news, according to the evaluation by Slow Mist founder Yu Xian, the Monero 51% attack incident has raised many doubts in the community about whether it is truly a 51% attack in the real sense, but there is no doubt about the reorganization of blocks (such as 6 blocks). Qubic mining pool claims to control 51% of the hash power, but many community members believe it controls about 33% of the hash power. This debate is not easy to verify, and to truly prove a 51% attack, a double-spend attack test must be initiated.Previous reports indicated that IOTA co-founder Sergey Ivancheglo's project Qubic quickly accumulated a large amount of Monero hash power through the "useful proof of work (uPoW)" mechanism. On August 12, Qubic briefly controlled 52.72% of the Monero network's hash rate (approximately 3.01 GH/s). Once it exceeds 51%, Qubic can reject blocks from other mining pools, leading to chain reorganization, double spending, or transaction censorship. The Monero community has launched resistance and defense actions, while Qubic claims this move is a technical demonstration, not a malicious attack.