Group 1 - Bitcoin has experienced a significant increase of approximately 16% year-to-date, despite recent volatility following a historical high two weeks ago, driven by favorable signals from the Trump administration regarding crypto assets and easing trade tensions between the US and China [1] - Institutional interest in Bitcoin is growing, with sovereign funds, asset management firms, and corporate consortiums viewing it as a potential reserve asset that could surpass gold, as indicated by Eric Jackson from Emj Capital [1] - Bitcoin reached a peak of $110,572, just shy of its historical high of $111,980, while Ethereum surged by 8.3%, leading the mainstream cryptocurrencies [1] Group 2 - The crypto market is benefiting from dual support: traditional banks like Morgan Stanley are accelerating their crypto business, and the new SEC chairman, Paul Atkins, has signaled a shift towards regulatory support for blockchain technology [4] - The SEC's stance on DeFi platforms, indicating that developers will not be held liable under federal securities laws for code misuse, is seen as a turning point for regulatory support in the industry [4] - Circle's stock debuted at $31 and surged 245% to $107 in its first week, reflecting strong market demand for crypto infrastructure, while BlackRock's Bitcoin spot ETF reached an asset management scale of over $70 billion, marking a record milestone for the ETF industry [4] Group 3 - Continuous inflow of institutional funds and favorable policies are creating a resonance that drives the spot market to break through key psychological price levels, with traders closely monitoring the momentum of historical highs [5] - There is optimism regarding the progress of stablecoin legislation, with the belief that clear regulatory rules will encourage greater participation from traditional financial institutions in the crypto space [6] - Eric Jackson emphasizes that the increase in institutional holdings, the explosion of ETF products, and the elimination of regulatory uncertainty will ultimately be reflected in asset prices [7]
比特币创历史新高后回调企稳，监管松绑与资金涌入成焦点