超12万人爆仓！SEC主席点火，虚拟币“一夜冲天”！“致命威胁”乍现，影响几何？

Core Viewpoint - The virtual currency market has experienced a significant surge, with Bitcoin surpassing $96,500 and Ethereum reaching $3,380, driven by regulatory developments, renewed institutional demand, and a weakening dollar [1][2][4]. Group 1: Market Surge - Bitcoin reached a peak of $96,500, while Ethereum saw an increase of nearly 8% in the last 24 hours [2]. - A total of 121,715 traders were liquidated, with a total liquidation amount of $685 million [2]. - The market is characterized by a lack of retail investor participation, contrasting with previous bull market behaviors [5]. Group 2: Regulatory Developments - SEC Chairman Paul Atkins emphasized the importance of the upcoming week for the cryptocurrency industry, indicating that Congress is set to upgrade financial market regulations [4]. - The Senate Banking Committee is expected to review the latest draft of the Digital Asset Market Clarity Act, which aims to establish clear rules for digital assets and protect retail investors [4]. Group 3: Institutional Demand - Institutional interest in Bitcoin is reportedly increasing, with over $100 million in capital inflows observed recently, breaking a trend of capital outflows [4]. - The net open interest in Bitcoin futures has shown positive growth, indicating increased participation in the derivatives market [4]. Group 4: Economic Factors - The recent U.S. inflation data suggests no additional inflationary pressures that would compel the Federal Reserve to adopt aggressive monetary policies, contributing to a weaker dollar [4]. - The DXY index, which measures the dollar's strength against other currencies, has stabilized around 99 points, limiting bullish momentum for the dollar [4]. Group 5: Emerging Threats - Bitcoin has recently decoupled from global M2 supply trends, indicating a potential shift in its relationship with traditional liquidity [5]. - Concerns have been raised regarding quantum computing's ability to potentially compromise cryptocurrency security, particularly older wallets [6].