渣打银行表示，随着稳定币规模持续扩张，到 2028 年可能带来高达 1 万亿美元的美国国债（主要为短 期 T-bills）新增需求。报告指出，稳定币发行方通常以短期美债作为储备资产，若稳定币供应量显著增 长，将对美国短期国债市场形成结构性买盘，并可能为美国财政部调整债务发行结构提供空间。 （TheBlock） （来源：吴说） ...

Core Insights - Standard Chartered has lowered its price forecasts for major cryptocurrencies, including Bitcoin, Ethereum, and XRP, indicating a potential further decline in the market before stabilization in 2026 [1][8] Cryptocurrency Price Forecasts - The year-end 2026 target for XRP has been reduced to $2.80 from $8.00, and the 2027 estimate has also been lowered, while longer-range projections remain unchanged [2] - Bitcoin's end-2026 target has been cut to $100,000 from $150,000, marking the second reduction in less than three months [2][8] - Ethereum's end-2026 forecast has been lowered to $4,000 from $7,500, with a potential drop to $1,400 before a rebound [7] - Solana's end-2026 target has been reduced to $135 from $250 [7] Market Sentiment and Trends - Weaker risk appetite and selling pressure from exchange-traded funds could exacerbate losses across the cryptocurrency industry [1] - Despite the overall market struggles, XRP saw inflows of $33.4 million, contrasting with the broader market's net outflows of $173 million, primarily driven by Bitcoin's $133 million in withdrawals [4][5] - Market sentiment around XRP has weakened since its late-2025 rally, with analysts suggesting that recent price movements may be more indicative of a relief rally rather than a sustained recovery [5][6]

Core Viewpoint - Standard Chartered Bank has significantly reduced its year-end price target for XRP from $8 to $2.8, representing a decline of approximately 65%, and anticipates continued pressure on the cryptocurrency market in the short term [1] Price Target Adjustments - The bank has also lowered its year-end price targets for other cryptocurrencies: Bitcoin (BTC) from $150,000 to $100,000, Ethereum (ETH) from $7,000 to $4,000, and Solana (SOL) from $250 to $135 [1] Market Conditions - Geoffrey Kendrick, the head of digital asset research at Standard Chartered, indicated that the recent performance of digital asset prices has been "extremely challenging," prompting the downward revision of forecasts across the asset class [1]

Core Viewpoint - Standard Chartered has significantly reduced its end-of-year price target for XRP by 65%, revising it from $8 to $2.80 due to the recent downturn in the crypto market [1] Market Performance - The digital asset market has faced severe challenges, with Bitcoin experiencing a 28% decline over the past month, reaching a low of $60,000 before a slight recovery [2] - XRP has also struggled, briefly dropping to $1.16, its lowest price in 15 months, and is currently down approximately 28% over the last month [3] XRP's Recent Trends - XRP started 2026 positively, with a 25% increase in the first week, driven by ETF inflows and favorable regulatory conditions [4] - The total amount locked in XRP ETFs peaked at $1.6 billion but has since decreased by 40% to just over $1 billion as of February 13 [4] Broader Crypto Forecasts - Standard Chartered has also revised its year-end targets for other cryptocurrencies: Bitcoin from $150,000 to $100,000, Ethereum from $7,000 to $4,000, and Solana from $250 to $135 [5] - The bank anticipates that XRP will perform similarly to Ethereum, benefiting from the development of stablecoins and tokenized real-world assets [5] Legislative Developments - A potential catalyst for XRP's price recovery is the Clarity Act, a significant crypto market bill currently under consideration in the US Senate [6] - US Treasury Secretary Scott Bessent indicated that the passage of the Clarity Act could aid in the recovery of the crypto market [6] - Progress on the Clarity Act had stalled due to disagreements among banking leaders and crypto executives, but recent discussions have been described as productive [7]

Standard Chartered just dropped a fear signal on Solana. They cut their 2026 target to $250. But then they doubled down on a bold $2,000 call by 2030. That is a sharp contrast. Near term pressure. Long term conviction. The bank sees Solana shifting away from pure speculation toward real utility. That kind of transition is rarely smooth. It can mean volatility now and growth later. Target Adjustment: 2026 prediction cut from $310 to $250, citing transitional risks. Long-Term Bull: 2030 target set at $2 ...

小摩表示，鉴于Diego在投资者中声誉良好，且近期在渣打实现财务里程碑(包括大规模股份回购及 ROTE改善)中扮演关键角色，小摩预期其意外离职将导致渣打股价出现低至中单位数的跌幅。尽管如 此，小摩的投资展望保持正面，因银行的稳健表现得益于持续的战略转型及有利的货币环境。 消息面上，晨星发布研究报告指出，近日，渣打集团财务总监Diego De Giorgi即时离任，目前职务将由 副财务总监Peter Burrill暂时接替。晨星认为，此次管理层变动消息属意外负面因素，将引发市场对该行 人事变动及继任安排的担忧，但指出行政总裁温拓思未表示有任何退休计划，相信渣打未来将继续专注 执行"Fit for Growth"策略，在Peter Burrill领导下仍能实现目标，因此预期此次事件对渣打营运影响有 限。 智通财经APP获悉，渣打集团(02888)跌超3%，截至发稿，跌3.71%，报186.8港元，成交额1.55亿港元。 ...

小摩表示，鉴于Diego在投资者中声誉良好，且近期在渣打实现财务里程碑(包括大规模股份回购及 ROTE改善)中扮演关键角色，小摩预期其意外离职将导致渣打股价出现低至中单位数的跌幅。尽管如 此，小摩的投资展望保持正面，因银行的稳健表现得益于持续的战略转型及有利的货币环境。 渣打集团(02888)跌超3%，截至发稿，跌3.71%，报186.8港元，成交额1.55亿港元。 消息面上，晨星发布研究报告指出，近日，渣打集团财务总监Diego De Giorgi即时离任，目前职务将由 副财务总监Peter Burrill暂时接替。晨星认为，此次管理层变动消息属意外负面因素，将引发市场对该行 人事变动及继任安排的担忧，但指出行政总裁温拓思未表示有任何退休计划，相信渣打未来将继续专注 执行"Fit for Growth"策略，在Peter Burrill领导下仍能实现目标，因此预期此次事件对渣打营运影响有 限。 ...

Bitcoin investors better brace for “more pain” as the price of the top cryptocurrency is set to plunge to $50,000 or even lower over the next few months, according to Standard Chartered. The British bank’s global head of digital assets research, Geoffrey Kendrick, offered that forecast in a Thursday note to investors shared with DL News. “We are going to see more pain and a final capitulation period for digital asset prices in the next few months,” Kendrick wrote. Not only did he forecast that Bitcoin ...

Core Viewpoint - Standard Chartered forecasts that Bitcoin will reach $100,000 and Ethereum will hit $4,000 by the end of 2026, despite an anticipated decline to $50,000 and $1,400 respectively before that [1] Market Performance - Bitcoin ETF holdings have decreased by approximately 25%, with total assets under management dropping from a peak of $165 billion to $96 billion, a decline of 41% [2] - Ethereum ETFs have similarly fallen from a peak of $23 billion to $13 billion, a decrease of 43% [3] - Bitcoin is currently trading at $67,456, down 27% over the last 30 days and 46% lower than its all-time high of over $126,000 [3] - Ethereum is trading at $1,969, having risen 2.8% in the past day but is still 4% lower than the previous week [4] Future Expectations - A prediction market indicates a 58% chance that Bitcoin's price will drop to $55,000 before rising to $84,000 [4] - Despite recent price declines, Standard Chartered maintains a long-term positive outlook, keeping its end-2030 forecasts for Bitcoin at $500,000, Ethereum at $40,000, and Solana at $2,000 [5] Market Metrics - The bank emphasizes two key metrics during market downturns: the pullback relative to all-time highs and the percentage of Bitcoin currently in profit, noting that while declines are sharp, they are not as extreme as in previous cycles [6]

Core Viewpoint - Standard Chartered predicts a final wave of selling pressure in the crypto market, with Bitcoin potentially dropping to $50,000 and Ethereum to $1,400 before a broader recovery occurs [2][3]. Group 1: Price Predictions - Bitcoin is expected to decline to around $50,000, while Ethereum may fall to approximately $1,400 in the coming months [2][3]. - The bank's revised end-of-year forecasts are $100,000 for Bitcoin and $4,000 for Ethereum, significantly lower than previous targets of $150,000 and $7,500 respectively [4]. Group 2: Market Conditions - The near-term outlook for digital assets is challenging due to macroeconomic headwinds and weakening ETF flows, with a potential capitulation period expected [3][6]. - The US economy is showing signs of softening, but markets do not anticipate imminent rate cuts until a new Fed chair takes over in June [6]. Group 3: Investor Behavior - There has been a notable decline in digital asset ETF holdings, with the average Bitcoin ETF holding down about 25%, leading to a shift in investor behavior towards selling rather than buying the dip [7].