稳定币法案引爆市场情绪 比特币创历史新高

Group 1 - The recent progress in stablecoin legislation in the U.S. has led to a surge in Bitcoin prices, reaching a record high of $109,856, reflecting market expectations for clearer crypto regulations under the Trump administration [1][3] - The stablecoin bill has been modified to include stricter regulations on money laundering, foreign issuers, and technology companies, while enhancing consumer protection and establishing uniform regulatory standards for domestic and foreign stablecoin issuers [3] - Bitcoin is increasingly viewed as a "safe-haven asset," especially amid concerns over rising deficits due to budget negotiations in Congress, leading to renewed interest from investors [3] Group 2 - Bitcoin futures open interest on the Chicago Mercantile Exchange has rebounded by 23% since hitting a year-to-date low in April, and approximately $3.6 billion has been injected into U.S. Bitcoin spot ETFs since May [4] - Year-to-date, Bitcoin has risen approximately 14%, outperforming most risk assets, while the Nasdaq 100 index has declined by about 2% since December [4] - Corporate buying interest in Bitcoin has increased, with Michael Saylor's company, Strategy, having purchased over $50 billion worth of Bitcoin, contributing to a wave of corporate reserve buying [4]