老崔:法案通过,以太必破5000高位!
Sou Hu Cai Jing·2025-06-03 18:47

Group 1 - The article discusses the speculation surrounding Bitcoin's growth and the implications of Trump's actions on the cryptocurrency market, suggesting that these views are largely unfounded and lack financial perspective [3] - The recent stablecoin legislation in the U.S. is highlighted as a significant development, indicating that the ability to issue stablecoins will require purchasing a substantial amount of U.S. debt, which could reshape the cryptocurrency landscape [5][9] - The potential for stablecoins to provide a non-traceable means of converting assets, including illicit ones, into U.S. debt is raised, suggesting that this could empower illegal activities and create a new avenue for money laundering [7] Group 2 - The article emphasizes the importance of major public chains like Ethereum and Solana in the stablecoin issuance process, with Ethereum currently seen as more reliable [9] - It warns that while the stablecoin legislation may boost the cryptocurrency market in the short term, it could also lead to significant risks and challenges in the long run, particularly regarding the management of these assets [11][13] - The current market is described as being driven by policy changes, with a recommendation for investors to focus on the relationship between U.S. debt yields and stablecoin issuance, as well as the technological advancements of major public chains [13]