市场都是不断变化和成长的，OKX 擅长的从来不是资产炒作，很久之前其实建议过 OKX 和 X Layer 专注做好支付和 PayFi 这块的业务，因为这也更符合他合规和团队特长的调性这波 star 有点心急了，这两篇文章的表达看得出有点情绪，但市场上需要不同调性的交易所和 founder。以前我也是二极管，但后来我发现健康的市场和关系需要的是求同存异稳定币和支付一样也可以做出很好的营收。可以给 @star_okx 点时间 ...

Group 1 - The core point of the article highlights that the Shanghai gold futures main contract has seen a daily increase of 5%, reaching a new high, while spot gold has historically surpassed $4000 per ounce for the first time, with a year-to-date increase of over 52% [2] - Gold stocks opened significantly higher, with companies like Chifeng Jilong Gold Mining and Sichuan Gold hitting the daily limit, while others such as Shandong Gold and Zhongjin Gold also opened strong [2] - The A-share market opened positively, with the Shanghai Composite Index rising by 0.4%, the Shenzhen Component Index by 0.53%, and the ChiNext Index by 0.4%, indicating a bullish sentiment in the market [3][4] Group 2 - The market saw a surge in the non-ferrous metals sector led by gold, with a notable increase in the rare earth sector following the Ministry of Commerce's announcement of export controls on rare earth-related technologies [4] - Other sectors such as storage chips, nuclear power, and energy storage concepts also opened significantly higher, while stablecoins, tourism, and shipping sectors experienced declines [4]

Group 1 - The stock of Bluefeng Biochemical experienced a rapid drop after hitting the daily limit up, showcasing a "heaven and earth board" phenomenon, following seven consecutive days of limit up [1] - The stock opened at 9.54 CNY, down 8.27% from the previous close, with a trading volume of 4,278 and a transaction amount of 4.31 million CNY [2] Group 2 - Gold stocks surged at the market opening, with companies like Chifeng Gold and Sichuan Gold hitting the daily limit up, following the news that spot gold prices surpassed 4,000 USD per ounce for the first time in history, marking a year-to-date increase of over 52% [3] - The Shanghai Composite Index opened 0.4% higher, while the Shenzhen Component and ChiNext Index opened 0.53% and 0.4% higher, respectively [4][5] - The Hong Kong stock market opened with the Hang Seng Index up 0.12%, driven by a rise in pharmaceutical stocks and a significant jump in Hang Seng Bank's stock price due to HSBC's plan to privatize it, valued at approximately 290.7 billion HKD [6][7]

以下文章来源于投中网 ，作者蒲凡 投中网 . 投中网是领先的创新经济信息服务平台，拥有立体化传播矩阵，为创新经济人群提供深入、独到的智识 和洞见，在私募股权投资行业和创新商业领域拥有权威影响力。官网：www.chinaventure.com.cn 如果有机会带着今天的记忆穿越回10年前，你会选择投资什么来让自己暴富？ 最有诱惑性的答案，大概就是买比特币了。十年以来，比特币虽然起起伏伏不断经历着"牛市——熊 市"的轮转，但也总能兜兜转转回到一条高昂向上的曲线，一枚比特币的价格从300美元涨到了最近 的11万美元左右，在全球市场所有资产类别中堪称"最靓的仔"。 然而，这个答案在操作性上有两个非常直观的问题。首先比特币不是贵金属也不是什么等价证券， 本质上它是一段算出来的代码。想要获得比特币，就需要足够的算力和足够的电力（也就是"挖 矿"），对于普通人来说成本实在是有点高。其次，加密货币这个资产类别始终游走在法律监管边 缘，也在很长一段时间内没有真实的落地场景，价格波动频繁且巨大。在这个前提下，即使能找到 持有比特币的卖家，双方都应该用什么货币、什么方式来定价交易呢？ 所以有机会穿越回10年前去投资比特币——哪怕是 ...

将投中网设为"星标⭐"，第一时间收获最新推送 这样的公司，有什么必要融资呢？ 作者丨 蒲凡 来源丨 投中网 如果有机会带着今天的记忆穿越回10年前，你会选择投资什么来让自己暴富？ 最有诱惑性的答案，大概就是买比特币了。十年以来，比特币虽然起起伏伏不断经历着"牛市——熊市"的轮转，但也总能兜兜转转回到一条高昂向上 的曲线，一枚比特币的价格从300美元涨到了最近的11万美元左右，在全球市场所有资产类别中堪称"最靓的仔"。 然而，这个答案在操作性上有两个非常直观的问题。首先比特币不是贵金属也不是什么等价证券，本质上它是一段算出来的代码。想要获得比特币， 就需要足够的算力和足够的电力（也就是"挖矿"），对于普通人来说成本实在是有点高。其次，加密货币这个资产类别始终游走在法律监管边缘，也 在很长一段时间内没有真实的落地场景，价格波动频繁且巨大。在这个前提下，即使能找到持有比特币的卖家，双方都应该用什么货币、什么方式来 定价交易呢？ 所以有机会穿越回10年前去投资比特币——哪怕是现在去投资比特币，你会发现大部分人都遵循着这样的流程：先在交易所里，将自己的法定货币 （人民币、美元、欧元等等）换成一种与美元直接挂钩、价值稳定 ...

Core Insights - Bitcoin has experienced significant price growth over the past decade, rising from $300 to approximately $110,000, making it a standout asset in global markets [1] - Tether, the issuer of USDT, is seeking to raise $20 billion, valuing the company at over $500 billion, significantly higher than its competitor Circle, which is valued at $30 billion [2] Group 1: Bitcoin and USDT - Bitcoin's journey from skepticism to a widely recognized asset began with its first real-world transaction in 2010, where 10,000 bitcoins were used to purchase two pizzas, marking a pivotal moment in its adoption [4] - Tether was established in 2014 to provide a stable digital currency (USDT) that is pegged to the US dollar, aiming to enhance the safety and regulation of cryptocurrency transactions [6][7] Group 2: Tether's Financial Position - Tether reported a cash reserve of $118.5 billion and a net profit of $5.2 billion for the first half of 2024, indicating its strong financial health [9] - Tether's business model involves earning interest on cash reserves and charging fees for USDT transactions, creating a self-sustaining revenue stream [9] Group 3: Tether's Future Strategy - Tether's new CEO, Paolo Ardoino, is pushing for the company to engage in venture capital investments, particularly in artificial intelligence and brain-computer interface sectors, to diversify and enhance asset growth [10][11] - Tether is confident in its fundraising efforts, offering 3% of its shares as new issuance, and is currently evaluating interest from notable investors [12] Group 4: Regulatory Concerns - Tether has faced scrutiny regarding its ability to maintain a 1:1 dollar backing for USDT, with past allegations of insufficient reserves leading to a $41 million fine from the CFTC [13][14] - The company experienced a significant redemption crisis in 2022, processing over $20 billion in withdrawals within 20 days, raising questions about its stability and market position [14]

导读 2025年5月以后，稳定币在国际金融领域发展风生水起，成为学术界、实务界和媒体聚焦的热点。5月19 日，美国参议院通过了《2025年美国稳定币创新指导与建立法案》（GENIUS），标志着稳定币规范化 取得了重要进展。5月30日，中国香港特别行政区政府在宪报刊登了《稳定币条例》，意味着稳定币在 香港进入法治化轨道。6月5日，稳定币"第一股"圆环公司（Circle）在纽约证券交易所首次公开募股， 开盘价大涨至69美元/股（远超31美元/股的发行价），收盘涨幅达到170%，预示着稳定币股票将成为美 国股市的新军。稳定币的发展给金融发展和金融监管提出了富有挑战性的新课题。 稳定币是以法定货币和正规金融产品为抵押品，依托于区块链分布式账本技术在互联网平台上发行的具 有国际性交易媒介功能的加密货币。它的简要发行流程是：发行人（科技公司等）运用注册资本构建抵 押资产（法定货币、国债等金融产品）→通过合作机制建立无国界发行（或兑付）平台→发行稳定币支 持跨国界的商贸、金融和投资等交易→将销售稳定币获得的资金注入抵押资产→通过合作平台扩展稳定 币的发行规模……如此循环往复。它有三个主要特点。一是稳定币属于加密货币范畴，依 ...

Economic Indicators - The 2-year U.S. Treasury yield decreased by 1.85 basis points to 3.564%[4] - The 5-year U.S. Treasury yield fell by 3.12 basis points to 3.699%[4] - The 10-year U.S. Treasury yield dropped by 2.90 basis points to 4.123%[4] Market Performance - The Baltic Dry Index closed at 1932.00, up by 1.63%[5] - The Nasdaq Index closed at 22788.36, down by 0.67%[5] - The Dow Jones Industrial Average closed at 46602.98, down by 0.20%[5] - The S&P 500 closed at 6714.59, down by 0.38%[5] Currency and Commodities - The price of ICE Brent crude oil was $65.73, up by 0.40%[5] - The spot price of London gold was $3984.34, up by 0.64%[5] - The USD/CNY exchange rate was 7.12, down by 0.03%[5]

Core Viewpoint - The Bank of England (BOE) plans to exempt certain institutions from proposed limits on stablecoin holdings, indicating a significant shift in its regulatory stance towards crypto assets [1][2]. Group 1: Regulatory Changes - The BOE intends to allow some institutions, particularly cryptocurrency exchanges, to hold more stablecoins than previously proposed limits [1]. - The BOE's Digital Securities Sandbox will permit the use of stablecoins as settlement assets, reflecting a softening of Governor Bailey's previous stance [1][3]. - The initial proposal included a personal holding limit of £20,000 (approximately $27,000) and a corporate limit of £10 million, which is expected to be formally consulted on by the end of the year [1]. Group 2: Industry Reactions - Market participants view the potential exemption as a fundamental change in the BOE's approach, contrasting with Bailey's earlier warnings about stablecoins undermining trust in the monetary system [2]. - Criticism has emerged regarding the strict regulatory stance, with industry leaders arguing it could stifle innovation and lead to capital and talent outflow from the UK [2]. - The CEO of Greengage highlighted that the US has established a stable regulatory framework, which could attract investment away from London if the UK hesitates [2]. Group 3: Stablecoin Market Context - Stablecoins are cryptocurrencies pegged to fiat currencies, with a projected global annual payment volume exceeding $50 trillion by 2030 [2]. - Currently, only about $580,000 of the $303 billion in global stablecoin circulation is pegged to the British pound, indicating the UK's lag in this sector compared to the euro's $468 million [2]. - The BOE has indicated a willingness to revise its regulatory framework to allow "systemic stablecoins" to be backed by high-quality assets like short-term government bonds [2][3]. Group 4: Future Opportunities - Experts suggest that stablecoins could represent a new economic opportunity for the UK, particularly in light of the need for significant investment and infrastructure spending [4]. - The promotion of a regulated pound stablecoin could foster innovation and create new demand for government debt [4].

"稳定币是加密行业中最具现实落地性的应用场景之一，在支付和汇款方面发挥着核心作用。"波场 TRON创始人孙宇晨这样评价此次合作。在他看来，PYUSD0登陆波场TRON不仅为用户和机构带来更 便捷的使用体验，更体现了他们对可信、高效、方便使用的数字资产的一贯支持。LayerZero Labs联合 创始人兼CEO Bryan Pellegrino也补充道，这次上线标志着一个打破地域限制、全天候运行的新金融市 场正在形成，而波场TRON网络的规模优势为这一市场提供了坚实基座。 八年磨一剑，用这个词来形容波场TRON的技术积淀并不为过。自2018年主网上线以来，在孙宇晨的推 动下，波场TRON持续深耕底层技术研发，如今已成长为数字金融领域不可或缺的核心支柱。最新数据 显示，波场网络累计转账量突破21万亿美元，链上账户数超过3.32亿，生态总锁仓价值高达280亿美 元，日均处理交易约900万笔，日活账户达到283万。这些亮眼数据的背后，是波场TRON不断优化的技 术架构与多元生态的协同发力。 区块链圈最近被一条消息刷屏了：支付巨头PayPal的稳定币PYUSD，将以PYUSD0的形式通过Stargate Hydra登陆 ...