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09/15周二
重要SEC Chair Atkins: Crypto Regulation Will Advance Regardless of Whether the CLARITY Act Passes
Odaily reports: SEC Chair Paul Atkins stated at a Solana Policy Institute event that Congress should vote to advance the CLARITY Act and send it to the President for signature as soon as possible, but regardless of whether the bill ultimately passes, the SEC will continue to push forward its crypto regulatory agenda. Atkins said the SEC will focus on three priorities under the \
US House Republican Whip Emmer: Concerned that BRCA amendments will eliminate criminal liability safe harbor
Odaily News: A Fox Business crypto reporter posted on X that US House Republican Whip Emmer told Kristin Smith at the Solana Institute summit that he is concerned about the amendments to the BRCA. Emmer said: \
09/14周一
Tom Lee：ETH未来数周或迎来大幅上涨，机构资金有望加速入场
BlockBeats 消息，9 月 14 日，Bitmine 董事长兼 Fundstrat 联合创始人 Tom Lee 表示，ETH 未来数周可能迎来一轮明显上涨。他认为，ETH 8 月横盘期间并未出现下行突破，12 日指标到期后意味着上行趋势可能重新启动，8 月底出现的单日大涨或已是下一轮上涨的预演。 Lee 指出，截至上周五，ETH 是 2026 年第三季度表现最好的宏观资产，较标普 500 指数跑赢 5866 个基点；自 6 月 30 日以来，表现最好的前三大资产分别为 ETH、SOL 和 BTC。他认为，加密资产在 Q3 相对传统宏观资产的大幅跑赢，可能为机构进一步增加加密配置创造条件。 对于未来几个月，Lee 列出多项潜在催化剂，包括 9 月中旬的 CLARITY Act 投票、韩国投资者重新从 AI 股票转向加密资产，以及他预计将在未来数周触底的「四年周期」。他认为，随着代币化和 Agentic AI 持续发展，2026 年最后几个月可能迎来规模可观的机构加密资金流入。 Lee 还认为，ETH/BTC 比率有望在新一轮加密周期中继续上升，驱动力将从此前的 ICO、NFT 和稳定币，转向华尔街资产链上代币化以及 Agentic AI 对区块链的应用。与此同时，Bitmine 过去一周增持 27,180 枚 ETH，截至 9 月 7 日已质押约 506.7 万枚 ETH，占其持有 ETH 的 85%。 <a style=
Tina Completes $3 Million Funding Round with Thinkware Among Participants
Odaily: Tina has announced the completion of a $3 million funding round, with participation from Thinkware, Gemhead Capital, Archer Capital, and Mayer Venture. Tina is a Solana-based geospatial DePIN network that transforms community-contributed geospatial data into real-world datasets through its mobile ecosystem. Users can collect and verify location data such as points of interest, roads, and traffic during their daily drives, and earn token rewards in return.
Solana财库公司DFDV增持55,491枚SOL，设立3亿美元CHAD融资额度继续加仓
BlockBeats 消息，9 月 14 日，Solana 财库公司 DeFi Development Corp.（Nasdaq：DFDV）宣布，其 SOL 及等价物持仓增加 55,491 枚至约 238.89 万枚，较 8 月 27 日增长约 2%。公司表示，持续买入 SOL 并通过质押等方式产生收益，正在推动其 SOL 资产规模进一步增长。 与此同时，DFDV 设立最高 3 亿美元的 CHAD 永续优先股 ATM 发行计划，由 R.F. Lafferty & Co. 担任独家销售代理。公司计划以每股不低于 10 美元的价格发行 CHAD，所得资金主要用于进一步购买 SOL。公司强调，设立 ATM 并不意味着立即融资，也没有义务出售股份。 DFDV 表示，新融资工具将进一步强化其「融资—买入 SOL—产生收益—增加 SOL/股」的资本循环。公司称，截至目前三季度以来 SOL 表现较纳斯达克 100 指数高出 39%，DFDV 同期表现又约为 SOL 的 2 倍。 <a style=
DeFi Development Corp.增持 SOL 至238.89 万枚，设立 3亿美元 CHAD 发行计划
DeFi Development Corp.新增购买 55491 枚 SOL，SOL 储备总量达到约 238.89 万枚。公司设立最高规模 3 亿美元的 CHAD 场内发行计划，CHAD 为其 C 系列永久优先股，预计发行价不低于每股 10 美元面值，发行净收益主要用于增持 SOL。CEO Joseph Onorati 表示，该计划为将 CHAD 扩展为新的增长引擎提供了结构基础。
DeFi Development Increases SOL Reserve to Approximately 2,388,900 and Establishes $300 Million CHAD At-the-Market Offering Program
Odaily News: DeFi Development Corp. (Nasdaq: DFDV) announced the additional purchase of 55,491 SOL, bringing its total SOL and SOL-equivalent reserves to approximately 2,388,900, an increase of about 2% from August 27, 2026. The company has also established an at-the-market offering program for CHAD of up to $300 million. CHAD is its Series C perpetual preferred stock, with an expected offering price of no less than $10 per share at par value, and the net proceeds are primarily intended for accumulating additional SOL. Since the start of the quarter, SOL has outperformed the Nasdaq 100 Index by 39%, while DFDV's performance during the same period was 2x that of SOL. CEO Joseph Onorati stated that the program provides the structural foundation to expand CHAD into a new growth engine, with the offering price to be no less than $10 per share at par value.
DeFi Development Increases SOL Holdings to 2,388,900 and Simultaneously Launches $300 Million CHAD Issuance Program
Odaily News: DeFi Development Corp. disclosed that its SOL reserves increased by 55,491 tokens, bringing its holdings to approximately 2,388,900 SOL and SOL equivalents, up about 2% from August 27, 2026. At the same time, the company established an at-the-market issuance program of up to $300 million for its Series C perpetual preferred stock CHAD, with an issuance price expected to be no lower than the $10 per share par value, and the net proceeds will mainly be used to continue increasing its SOL holdings. The company stated that SOL has outperformed the Nasdaq 100 Index by 39 percentage points quarter-to-date, while DFDV's performance during the same period reached twice that of SOL. CEO Joseph Onorati said the program gives the company the structure to build CHAD into a new growth engine, with the issuance price to be no lower than the $10 par value. (Globenewswire)
重要Dogecoin ETFs Attract Only $12 Million in Ten Months, While XRP and Solana Combined Inflows Exceed $3 Billion
Odaily reports that three U.S. Dogecoin ETFs have collectively attracted just over $12 million in inflows over the past 10 months, compared to XRP funds which pulled in $12.29 million in a single day on September 9. Since their debut in November 2025, XRP funds have accumulated $1.7 billion in net inflows, while Solana funds have drawn $1.36 billion since launching in October 2025—both more than 100 times the total for Dogecoin funds. Previously, Bitwise announced it would shut down its Dogecoin ETF BWOW, which held only $687,713 in assets as of September 9, with trading expected to cease on October 14. Data shows that across 199 trading days, the three Dogecoin funds recorded net inflows on only 28 days, with zero net flows on 166 days. MyDoge founder Jordan Jefferson believes that accessibility has never been the biggest bottleneck for Dogecoin; whether institutional demand can be unlocked depends on whether investors can find underwriting value beyond price appreciation. (CoinDesk)
重要狗狗币ETF遇冷，近10个月仅吸金1200万美元，而XRP自上线以来净流入达到17亿美元
BlockBeats 消息，9 月 14 日，数据显示，目前追踪的 3 只美国狗狗币 ETF 自去年 11 月推出以来，近 10 个月累计净流入仅略高于 1200 万美元，而 XRP ETF 仅在 9 月 9 日单日就吸引 1229 万美元资金。相比之下，XRP 和 Solana 相关 ETF 自上线以来累计净流入分别达到 17 亿美元和 13.6 亿美元，均超过 DOGE 基金 100 倍。 DOGE ETF 的资金流入也极为有限。在统计的 199 个交易日中，仅 28 天录得净流入、5 天出现净流出，其余 166 天资金净流量为零，占比超过 83%。过去 20 个交易日，XRP 和 SOL ETF 分别吸金 1.905 亿美元和 1.99 亿美元，而 DOGE ETF 反而净流出约 10.8 万美元。 分析认为，狗狗币本身已经拥有较高流动性和广泛交易渠道，ETF 提供的「合规投资入口」并未解决投资者真正的需求。随着 BWOW 关闭，市场对山寨币 ETF 的核心问题也更加突出：如果只是提供价格敞口，ETF 究竟能为 DOGE 等资产带来多少新增投资需求？ <a style=
USDC Treasury has minted an additional 250 million USDC on the Solana chain
Odaily report: At 20:03 Beijing time, USDC Treasury minted an additional 250 million USDC on the Solana chain.
赵长鹏：BNB Chain 距离反超 ETH 仍有差距，应继续建设
针对 BNB Chain 在 DeFi TVL 上反超 Solana 一事，赵长鹏表示距离反超 ETH 还有很长的路要走，这不是竞争，应继续建设。
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