智通财经APP获悉，美国监管机构批准了一项关键流程，使加密货币交易所交易产品(ETP)与传统同类 产品更趋一致，这再次表明数字资产正获得更多主流认可。周二，美国证券交易委员会(SEC)授权加密 货币ETP采用"实物申赎"机制——这与此前要求的"纯现金"模式形成重大转变。 总体而言，这只是一项技术性调整，却标志着数字资产向融入主流金融体系又迈进了一步。短期内，它 不会对终端投资者产生影响，但对ETF从业者而言，监管机构的认可消除了加密货币"二等资产"的标 签。 "采用实物申赎机制只会让ETP的'管道设施'更完善，"鲍尔丘纳斯说，但"对终端投资者不会有实质影 响。" SEC还表示，将以"中性评估"原则批准其他加密货币相关产品，包括拟持有比特币与以太币等混合资产 的申请。该机构还提到，将增加部分ETP的期权品种，并提高持仓限额。 "最关键的意义在于象征性——这意味着新的风向已经到来，"彭博情报高级ETF分析师埃里克·鲍尔丘纳 斯表示，"詹斯勒领导的SEC本不愿让此事发生。这是SEC向更支持加密货币方向迈出的第一步，后续 还会有更多动作。" 自数十只跟踪比特币和以太币的基金推出以来，加密货币ETP一直被限制为纯现金申 ...

金融科技巨头PayPal将在不久后推出一项新的支付功能，允许商家在结账时接受超过100种加密货币。 据悉，这一功能预计将在未来几周内上线，商家将可以接受比特币、以太坊、泰达币、美元币等加密货 币，并支持来自Coinbase、OKX、Phantom、MetaMask和Exodus等钱包的支付。当消费者使用加密货币 支付时，资金将自动转换为法币或PayPal的稳定币PYUSD，并存入商家的账户。美股周一盘中，PayPal 股价微涨0.3%。 根据PayPal的说法，"加密支付"功能将使交易即时结算，初期每笔交易的费用为0.99%。此外，选择将 资金转换为PYUSD的商家可以从这些余额中获得约4%的收益。 Keller表示："虽然这一领域仍处于初期阶段，但消费者对加密支付的需求增长速度令人惊讶。"他补充 道："当PayPal推出这一功能时，它能够为用户带来信任。" 展望未来，PayPal的目标是将数字资产和区块链技术更深入地融入其开放平台中。"我们意在向外界表 明，PayPal对加密货币赛道是长期投入，"Keller强调，"我们想在这一领域发挥更大作用，而要实现这 一目标，我们需要将其规模化，进入支付基础设施的核心 ...

SOFI首席执行官：加密货币和人工智能是金融服务的巨大助力。 ...

Twenty One Capital预计在上市前增持5800枚比特币。 ...

Core Viewpoint - Bitmine Immersion (BMNR) has become the leading institutional holder of Ethereum, with a total holding of approximately 625,000 ETH and a Bitcoin holding of 192 BTC, indicating a significant investment in the cryptocurrency market [1] Group 1: Company Holdings - BMNR's total Ethereum holdings have increased to approximately 625,000 ETH, making it the top institutional holder in this category [1] - The company has added 58,224 ETH to its holdings recently, showcasing its aggressive investment strategy in Ethereum [1] - The net asset value per share for BMNR is reported to be $22.77, reflecting the company's financial health [1] Group 2: Stock Buyback Plan - BMNR has announced a stock buyback plan worth $1 billion, indicating confidence in its own stock and a strategy to enhance shareholder value [1]

Market Overview - US stock index futures are all up, with Dow futures rising by 0.13%, S&P 500 futures by 0.30%, and Nasdaq futures by 0.47% [1] - European indices also show positive movement, with Germany's DAX up 1.17%, UK's FTSE 100 up 0.55%, France's CAC40 up 1.10%, and the Euro Stoxx 50 up 1.02% [2][3] - WTI crude oil increased by 0.07% to $66.76 per barrel, while Brent crude oil rose by 0.13% to $69.41 per barrel [3][4] Federal Reserve Insights - The Federal Reserve is not yet prepared to lower interest rates, with officials divided on the timing and evidence needed for such a decision [5] - The upcoming cryptocurrency policy report from the White House is anticipated to be a catalyst for the crypto market, alongside the Fed's interest rate decision [5] Company News - Oppenheimer raised its year-end target for the S&P 500 to 7100 points, citing easing trade tensions and strong corporate earnings, indicating an 11% upside from the latest closing price [6] - Novo Nordisk lowered its 2025 sales growth and profit expectations, projecting sales growth of 8%-14% compared to a previous forecast of 13%-21% [7] - UnitedHealth's second-quarter earnings guidance fell short of expectations, forecasting adjusted EPS of at least $16, significantly below the analyst consensus of $20.40 [8] - UPS refrained from providing earnings guidance due to market volatility, reporting Q2 revenue of $21.2 billion, a 2.8% year-over-year decline [8][9] - Stellantis restored its earnings guidance but warned of a €1.2 billion (approximately $1.4 billion) tariff impact in the second half of the year [9] - Nomura Holdings reported a 52% year-over-year increase in Q1 net profit, driven by strong trading and investment banking performance [10] - Barclays announced a 23% increase in first-half profits and a $1.3 billion stock buyback plan, benefiting from market trading activity [11] - Whirlpool's Q2 sales fell 5.4% to $3.77 billion, below market expectations, and it lowered its full-year EPS guidance [12] - Philips slightly raised its adjusted operating margin forecast for the year, indicating that the impact of trade tensions was less severe than previously feared [13] Economic Data and Events - Upcoming economic data includes the US wholesale inventory month-on-month change and the Conference Board Consumer Confidence Index [14][15] - Earnings reports are expected from Visa, Booking, Starbucks, UBS, Rio Tinto, UMC, New Oriental, and HSBC [17]

1. 7月29日(周二)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.13%，标普500指数期货涨0.30%，纳指期货涨0.47%。 | ■ US 30 | 44,896.50 | 44,950.00 | 44,793.00 | +58.90 | +0.13% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,409.10 | 6,409.60 | 6,391.10 | +19.30 | +0.30% | | 틀 US Tech 100 | 23,466.30 | 23,469.40 | 23,366.40 | +110.00 | +0.47% | 2. 截至发稿，德国DAX指数涨1.17%，英国富时100指数涨0.55%，法国CAC40指数涨1.10%，欧洲斯托克50指数涨1.02%。 | 德國DAX30 | 24,223.47 | 24,309.91 | 24,027.94 | +278.96 | +1.17% | | --- | --- | --- | --- | --- | --- | | * 英國富時100 | 9,131.52 ...

政经热点 Political and economic hotspots 全球主要股票指数 | 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 欧美 | 道琼斯工业平均 | 44837.56 | -64.36 | -0.14% | | | 纳斯达克 | 21178.58 | 70.26 | 0.33% | | | 标普500 | 6389.77 | 1.13 | 0.02% | | | 欧洲斯托克50 | 5337.58 | -14.58 | -0.27% | | | 英国富时100 | 9081.44 | -38.87 | -0.43% | | | 法国CAC40 = | 7800.88 > | -33.7 | -0.43% | | | w.qelonghul 德国DAX | 23970.36 | www.gogudata.com -247.14 | -1.02% | | | 俄罗斯RTS | 1081.1 | -16.74 | -1.52% | | MATE | 上证指数 | 3597.94 | 4.28 | 0.12% | | | ...

二是系统稳健性：支持各国间数字跨境协同监管，支持多边清算合作，支持多边数字货币流动性互助协 议网络的建立，不断增强全球数字货币的网络韧性。强化数字货币监管科技升级，坚决反对一切利用加 密货币进行洗钱、逃税和恐怖融资的非法行为，以及不具备国际法依据的数字资产长臂管辖行为。 三是普惠包容性：通过强兼容性和可编程智能合约技术实现普惠金融的全球广泛接入与精准滴灌。中国 正努力将数字人民币的跨境实践逐步升级为全球公共产品。在多边央行数字货币桥和跨链科技升级的基 础上，联合更广泛的经贸伙伴，尤其是全球南方国家，共建以实体经贸投资需求为基础、平等互惠的数 字丝绸之路和全球数字货币共同体。 中国银行原行长李礼辉认为，去中心化金融既是当前全球金融监管的热点，也可能是未来国际金融竞争 的热点。他建议密切跟踪以美国为代表的去中心化金融市场的动态和趋势，在技术层面、架构层面、制 度层面进行研究。 （文章来源：新华财经） 新华财经北京7月29日电（康耕甫翟卓） 2025国际货币论坛于近日召开，论坛聚焦"地缘经济风险与全 球金融治理改革"，围绕全球金融治理体系、加密货币、数字金融等议题展开研讨。多位专家在论坛上 表示，发展数字货币应奉行 ...

Group 1 - The company announced a cooperation agreement signed on July 29, 2025, between its wholly-owned subsidiary, Yili Graphite Limited, Goldpay Limited, and Madagascar Graphite Limited [1] - The agreement involves the development of a platform for trading mineral products and commodities, allowing global suppliers to showcase their products and prices [1] - Madagascar Graphite's graphite products will be the first mineral to be included on the platform, which will facilitate payment processes using a universal voucher system [1] Group 2 - Goldpay will provide its long-established technology and experience related to the Jin Cool mobile application and Jin Pai Network at no cost [2] - The subsidiary will recommend customers to Goldpay for products and services not offered by the subsidiary [2] - The board acknowledges the trend towards integrating artificial intelligence and cryptocurrency, but the future contribution of this project to the group remains uncertain [2]