据美国国务院当地时间22日消息， 美国将退出联合国教科文组织 。 2018年，美国曾退出联合国教科文组织。2023年，美国重返该组织。 来源丨央视新闻 编辑丨金珊 实习生林芷仪 "加密货币周"一波三折，美国三大法案意欲何为？ 杜邦盘前直线拉升！市场监管总局：暂停对杜邦中国反垄断调查 SFC 21君荐读 ...

GENIUS法案允许稳定币发行方自行担任其代币的托管人，但前提是需接受联邦监管机构的监管。这就 是加密公司向美国货币监理署(OCC)申请成为银行的原因之一。除了节省托管费用外，银行牌照还允许 它们提供结算交易等服务。 智通财经APP获悉，与美元挂钩的稳定币可能会引发美联储与美国总统唐纳德·特朗之间的又一场对 决。Circle(CRCL.US)以及Ripple等加密货币公司希望通过申请银行牌照来绕过传统贷款机构，但更大的 目标可能是在美联储开设所谓的主账户。 据了解，特朗普开启第二任期以来，推出多项举措支持加密货币。美国众议院上周通过了GENIUS法 案，概述了数字美元发行方的监管方式。Circle、Ripple 等公司必须用高质量的流动资产支持其代币， 并公开披露其储备情况。该法案旨在增强企业接受稳定币作为主流支付方式的信心。 与大多数金融科技初创公司一样，加密货币公司目前面临诸多运营限制。因此，金融科技公司通常会与 受监管的银行合作开展业务，这种模式在业内通常被称为"租用牌照"。根据奥纬咨询的研究，该模式使 银行获客成本降低82.5%至95%，但也导致金融科技公司难以摆脱对银行的依赖。 对加密货币公司来说， ...

AI播客：换个方式听新闻 下载mp3 不过，像高盛这样的竞争对手目前不接受加密货币作为抵押品。 这项政策将标志着摩根大通首席执行官戴蒙的一大转变，他曾在八年前将比特币斥为"欺诈"，称其"最 终会爆炸"，并且只对毒贩和杀人犯有用。 据知情人士透露，摩根大通可能最早在明年开始直接以比特币和以太坊等加密资产为抵押进行贷款，但 他们警告称，该计划可能会有变动。摩根大通拒绝对此发表评论。 此举将凸显出大型银行乃至更广泛的受监管金融行业，正以何种程度开放与加密货币的更密切互动。据 一位知情人士称，戴蒙早期关于比特币的评论——其中他还表示会解雇任何交易比特币的交易员——曾 疏远了一些潜在客户，这些客户要么是通过加密资产赚钱的，要么是长期相信其潜力的。 随着华盛顿风向的转变，更多银行已开始拥抱加密货币，特朗普第二届政府倾向于比拜登政府更宽松的 监管。摩根士丹利一直在考虑通过其ETrade平台提供加密货币交易。 音频由扣子空间生成 上周，美国众议院通过了监管稳定币的立法，这是国会批准的首个主要加密法律。大型银行对此法案表 示欢迎，认为这是一种能让他们更容易地开展数字资产业务的方式。与比特币等没有基础资产支持的加 密货币不同，稳 ...

Market Performance - The Hang Seng Index rose by 0.54%, the Hang Seng Tech Index increased by 0.38%, and the National Enterprises Index gained 0.39% [1] Sector Highlights - Heavy machinery and infrastructure sectors continued to rise, with Yunnan Construction Investment Concrete (01847.HK) surging over 58% and China Longgong (03339.HK) increasing by over 15% [1] - Coal stocks experienced a significant afternoon rally, with Yanzhou Coal Mining Company (01171.HK) rising by over 9% [1] - Other sectors showing strong performance included automotive dealerships, lithium batteries, non-ferrous metals, and photovoltaic solar energy [1] Individual Stock Movements - CEC International (00759.HK) saw a remarkable increase of 259%, while Yaocai Securities Financial (01428.HK) dropped by over 5% [1] - Contemporary Amperex Technology Co., Limited (03750.HK) reached a new high during the day, ultimately closing up by 2.34% [1]

Core Viewpoint - JPMorgan Chase is considering accepting cryptocurrencies as collateral for loans, marking a significant shift towards mainstream acceptance of digital assets in the traditional financial system [1] Group 1: JPMorgan's Shift in Policy - JPMorgan Chase may start accepting Bitcoin and Ethereum as loan collateral as early as next year, while competitors like Goldman Sachs have not yet adopted such practices [1] - CEO Jamie Dimon's previous harsh criticism of Bitcoin has alienated potential clients who profit from or believe in the long-term potential of cryptocurrencies [2] - Dimon's recent comments indicate a softening stance, as he now defends the right to purchase Bitcoin, suggesting a more open approach to digital assets [2] Group 2: Industry Trends and Regulatory Environment - The traditional financial sector is accelerating its integration with cryptocurrencies, influenced by a more lenient regulatory environment under the Trump administration compared to the Biden administration [1][3] - The U.S. Congress has passed a stablecoin regulatory bill, marking a significant step in crypto legislation, which large banks welcome as it facilitates digital asset operations [3] Group 3: Challenges Ahead - Despite the positive market sentiment, banks face challenges in implementing crypto loan services, including the need for enhanced anti-money laundering and compliance mechanisms [4] - The technical challenge of liquidating crypto assets in case of client default remains a significant hurdle for banks [4] - JPMorgan does not hold cryptocurrencies on its balance sheet, indicating a potential partnership with third-party custodians for managing clients' crypto assets [4]

Group 1 - Companies are increasingly diversifying their cryptocurrency holdings beyond Bitcoin, with a notable rise in Ethereum and its native token Ether as part of their strategy to engage with decentralized finance and the underlying technology infrastructure [1][2] - Coinbase Global holds over $440 million in Ethereum assets, reflecting a trend where more companies are incorporating cryptocurrency into their balance sheets [1] - Ethereum's price surged 60% in the past month, currently hovering around $3,800, although it remains below its historical high of $4,600 reached in 2021 [1] Group 2 - Ethereum has over 51% market share, becoming the mainstream infrastructure for businesses and consumers to transact directly without banks, with tokenization seen as a "killer app" for Ethereum [2] - Companies like BitMine and SharpLink Gaming are actively raising funds to purchase Ether, mirroring the strategies of firms increasing their Bitcoin holdings [2] - BitMine recently announced it holds over $1 billion in Ether, positioning itself as a pure play on Ethereum, which reflects a strong belief in its long-term value [3] Group 3 - The recent signing of the GENIUS Act by Trump, which regulates stablecoins, has positively impacted companies like Circle, whose stock surged over 600% since its IPO, as it operates on the Ethereum network [3] - Not all companies view Ethereum and Bitcoin equally; some, like Strategy, remain focused solely on Bitcoin, while others see Ethereum as a complementary strategy rather than a replacement [4] - The value of blockchain networks and assets like Ether is expected to rise as more enterprises and institutional investors innovate on the blockchain [4]

美国财政部长斯科特·贝森特明确表示，这一法案的实施将会刺激市场对美国国债的需求，从而有助于 缓解当前美债面临的压力。法案通过的深层原因根本上在于美国在全球货币主导权的争夺战中不断发 力。 这一重要的立法举措，不仅代表着美国在加密货币领域迈出了重要的一步，而且可能对全球数字货币的 格局产生重大影响，从而进一步巩固美元在数字经济时代的主导地位。根据市场研究机构的统计，随着 法案的通过，稳定币市场的规模预计将在2028年前膨胀至2万亿美元，而当前这个市场的规模仅为约 2500亿美元，显示出巨大的增长潜力。 2025年7月17日，美国国会众议院以308票赞成、122票反对的压倒性票数，顺利通过了名为《指导和建 立美国稳定币国家创新法案》（GENIUS Act，简称"天才法案"）的立法。该法案在此之前已经获得参 议院的批准，目前只待总统特朗普的签字即可生效，正式成为法律。 3. 产业战略考量：加密货币挖矿对算力的巨大需求推动了半导体产业的迅猛发展。美国的一些半导体企 业如英伟达、台积电等，与"挖矿热"密切相关，其快速发展得到进一步助力。新法案的通过或将对相关 产业链带来刺激效应。 值得关注的是，新法案还规定，若海外稳定 ...

Group 1 - Trump Media and Technology Group (DJT) has accumulated approximately $2 billion in Bitcoin and related digital assets, which now constitute two-thirds of the company's liquid assets [1] - DJT's stock price surged by 9% at the market opening following the announcement, with Trump's holdings valued at nearly $2.3 billion [1] - Trump has shifted his stance on cryptocurrencies, aiming to make the U.S. a global hub for digital currencies, and has signed multiple measures to support this initiative [1] Group 2 - The Trump family has reportedly earned around $500 million from their association with World Liberty Financial since the project's launch in September last year [2] - Concerns have been raised regarding potential conflicts of interest due to Trump's cryptocurrency holdings and political power, as he could directly benefit from policies he promotes [2] - DJT has redefined itself as a cryptocurrency and financial services company, with its first product being the Truth Social platform, which has not generated significant revenue [2] Group 3 - In late January, DJT announced the launch of a fintech brand named Truth.Fi, securing $250 million in investments, including Bitcoin and ETFs [3] - The company raised over $2.3 billion in net proceeds through stock and convertible note sales to about 50 institutional investors to build its Bitcoin reserves [3] - DJT's CEO Devin Nunes stated that the company is strictly executing its announced strategy to implement the Bitcoin reserve plan, which aims to ensure financial freedom and create synergy with utility tokens planned for the Truth Social ecosystem [3]

Group 1 - BitGo has secretly filed for an IPO with the SEC, coinciding with the global digital asset market surpassing $4 trillion, indicating a shift of the digital asset industry into traditional capital markets [1] - Established in 2013, BitGo focuses on providing digital asset custody services to institutional clients such as exchanges, banks, and investment firms, highlighting its strategic value as a "back-end vault" as institutional interest in cryptocurrencies grows [1] - The IPO plan is seen as a critical step in the transition of crypto assets from a "technical experiment" to "mainstream financial infrastructure," aligning with SEC standards for regulated digital asset service providers [1] Group 2 - Current market conditions are described as the best in years for the crypto sector, with BitGo's potential IPO expected to attract more traditional investors through compliant channels, creating a positive cycle of regulation, capital, and technology [2] - The recent successful listings of stablecoin issuer Circle and trading platform eToro, with Circle's stock price soaring 630% since its IPO, are encouraging more firms in the crypto space to pursue public offerings [2] - BitGo's IPO could have profound implications for the entire crypto industry, marking a milestone that could integrate custody, trading, and insurance into the global financial system [2]

Core Viewpoint - The signing of the "Stablecoin Innovation Act" by President Trump marks a significant milestone for the cryptocurrency industry, coinciding with Bullish's IPO application to the SEC, making it the first crypto company to pursue a U.S. stock market listing under the new legislation [1]. Group 1: Company Overview - Bullish is a digital asset exchange founded by Block.one in 2021, backed by prominent investors including Peter Thiel's Founders Fund and Nomura Securities [8]. - The company holds 24,000 Bitcoins, ranking it among the top five publicly listed companies globally in terms of Bitcoin reserves [8]. - Bullish has obtained licenses in over 50 jurisdictions, meeting compliance requirements in key markets such as the U.S., EU, and Asia-Pacific [8]. Group 2: Business Structure and Performance - Bullish operates as a dual-driven platform combining a cryptocurrency exchange and media network, with CoinDesk as its core media asset, which provides real-time market data and industry analysis [2]. - In 2024, the exchange is projected to achieve a trading volume of $284.8 billion for Bitcoin and $144.5 billion for Ethereum, with a daily average trading volume of $2.5 billion in Q1 2025 [2]. - The exchange's total trading volume exceeded $1.25 trillion, placing it among the top five exchanges for Bitcoin and Ethereum spot trading globally [2]. Group 3: Financial Performance - Bullish reported a net profit of $80 million in 2024, but experienced a net loss of $349 million in Q1 2025 due to a decline in Bitcoin prices leading to asset impairment [10]. - As of March 31, 2025, the company had $1.962 billion in current assets, with digital assets dominating the portfolio, while cash reserves were only $28 million [10]. - The company recorded digital asset sales of $80.2 million in Q1 2025, with a significant cost of derecognized digital assets amounting to $80.2 million [11].