Group 1 - The core viewpoint of the article is that the launch of the "Solana Staking ETF" marks a significant development in the cryptocurrency ETF market, transforming SOL from a price-dependent asset to one that can generate its own returns through staking [2][5][9] - The ETF was launched on July 2, with a trading volume of $8 million in the first 20 minutes and a total of approximately $33 million on its first day, indicating a strong initial interest [2][3] - The ETF's structure allows for a minimum of 40% of assets to be allocated to foreign Solana ETPs, with the remaining assets held in a C-Corp structure to generate around 7% annualized returns, providing a compliant pathway under U.S. regulations [5][9][10] Group 2 - The "Solana Staking ETF" differs from traditional ETFs by utilizing a special regulatory framework and requiring custodians to hold the underlying digital assets rather than the fund issuers [4][5] - Market reactions to the ETF have been muted, with SOL's price rising only about 3.6% within 24 hours of the launch, suggesting a more mature market expectation compared to previous ETF approvals [2][6] - The approval of the SSK ETF has increased anticipation for other Solana ETFs currently under review, indicating a potential wave of new ETF products in the coming months [7][8] Group 3 - The SEC has delayed decisions on other Ethereum ETF proposals, raising concerns about the risks associated with staking and the complexities of reward distribution, which may affect future ETF approvals [8][9] - The approval of the SSK ETF is seen as a positive signal for future products, particularly those incorporating staking features, but regulatory scrutiny will remain based on the specifics of each asset [9][10] - The successful launch of the SSK ETF could lead to increased liquidity in the cryptocurrency market and attract more institutional investors, although it may also heighten market volatility [7][8]

中国香港特别行政区立法会通过的《稳定币条例草案》将于8月1日起正式实施；与此同时，《指导 与建立美国稳定币国家创新法案》（下称《天才法案》）也在美国参议院顺利通过，接下来经众议院表 决后将提交美国总统特朗普签署。若进展顺利，全球或将有更多国家跟进稳定币的政策创新。稳定币正 成为全球数字资产阵营中最受瞩目的焦点，而围绕其衍生的国际数字金融主导权博弈也可能愈演愈烈。 作为数字货币阵营中的新兴力量，稳定币与特定资产（如法定货币、贵金属或其他加密货币等）挂 钩，其中最主要的是与美元、欧元等法币锚定。这意味着稳定币的价值基础来源于国家法定货币，因而 具备稳定性特征。从这个角度看，稳定币可被视为法币的衍生形态；但由于其并非由中央银行发行，而 是由私营机构创设，因此又可归类为私人数字代币或市场化数字法币。 区块链及其分布式账本与智能合约构成稳定币的底层技术架构。在区块链网络中，所有参与用户均 作为节点存在，节点间可直接交易（即去中心化特征），同时交易记录会同步至全网节点。任何试图篡 改交易信息的行为必须获得所有节点认可，而这种情况几乎不可能发生，因此区块链交易具有极高的可 信度。由此可见，稳定币既继承了传统法币的信任度与稳 ...

牛市旗手再成市场"颜值担当"！ 今天上午，港股中资券商股大幅拉升，午后板块涨幅一度扩大至7%以上。国泰君安国际一度大涨超23%，弘 业期货涨超10%，申万宏源香港、中州证券、中国银河涨势亦非常强劲。A股市场，湘财证券、天风证券大幅 拉升，京北方涨停，长亮科技、天阳科技、创识科技等金融科技股涨幅居前。 那么，究竟又是何缘故，令到号称"牛市旗手"的券商股成为全市场最靓的仔？分析人士认为，还是与稳定币有 关。近期已有多家企业表示将申请香港稳定币牌照。香港财经事务及库务局局长许正宇表示，《稳定币条例》 将于今年8月1日生效，届时香港金融管理局将开始接受牌照申请。 开源证券认为，稳定币迎来"奇点"时刻，产业大趋势已至。稳定币的应用场景从加密货币交易向更广泛的支付 领域扩展，市场规模及交易活跃度迅速提升。 大爆发 牛市旗手迎来集体爆发时刻。 稳定币前景究竟如何？ 稳定币是一种将市场价值锚定外部参考物（如法币或特定资产）的加密货币。 稳定币的原生需求源自解决加密市场两大交易痛点：一是法定货币出入金渠道匮乏，二是比特币的高波动性， 使其更适合作为日常交易的媒介。 稳定币按照维持"稳定"的方式，一般可分为三种：足额抵押型、多资 ...

腾讯官方今日发文表示，微信迎来“优化聊天记录备份”的重大更新，可以将手机聊天记录备份至外部存储设备，如U盘、移动硬盘、电脑等，释放手机空间。备份的聊天记录采用加密存储，保证隐私不会泄漏。多人可使用同一个存储设备。 https://t.co/uVUKRLbrzt ...

Company News - Xpeng Motors (09868.HK) launched the world's first L3-level AI car, the Xpeng G7, with a starting price of 195,800 yuan [1] - Automotive dealer Anlijie announced a distribution agreement with Geely Automobile (00175.HK) to introduce Geely's new energy vehicles to the Italian market [1] - Alibaba (09988.HK) announced the pricing of a zero-coupon exchangeable bond issuance amounting to 12.023 billion HKD [1] - Sunac China (01918.HK) reported a contract sales amount of 23.55 billion yuan for the first half of the year, a year-on-year decline of 10.39% [1] - Agricultural Bank of China (01288.HK) stated it will follow the latest trends in global stablecoins and cryptocurrencies, but currently has no plans to develop stablecoins [1] - China Merchants Bank (03968.HK) has been approved to establish China Merchants Financial Asset Investment Co., with a registered capital of 15 billion yuan [1] - The National Integrated Circuit Industry Investment Fund Co., Ltd. reduced its stake in SMIC (00981.HK) from 5.01% to 4.97% as of July 2, with an average share price of 43.8988 HKD [1] - Yuexiu Property (00123.HK) reported a cumulative contract sales amount of approximately 61.5 billion yuan for the first half of the year, a year-on-year increase of about 11% [1] - Longyuan Power (00916.HK) completed a total power generation of approximately 39.6525 million MWh in the first half of the year, a year-on-year decrease of 1.07% [1]

金十图示：2025年07月04日（周五）全网加密货币实时爆仓数据 ...

Social Media & Community Channels - The document promotes a Twitter account (X) for engagement [1] - It includes a Binance referral link, potentially for incentivizing new users [1] - A Telegram group is provided for community discussions [1] Cryptocurrency & Memecoin Focus - The content highlights cryptocurrencies like ETH and BTC [1] - It mentions memecoins, specifically related to Trump ($TRUMP) [1] - The document also references Elon Musk and "gork" which are common themes in the memecoin space [1]

3. 稳定币存在刚需场景 （跨境支付等），但也并非所有现实场景都能长驱直入。监管下场有私心，美国想增加短债买家，欧、中想抵抗美元霸权。 加密货币系列前两篇（《Coinbase业务逻辑》、《稳定币讨论》）( 已发布在长桥App「动态-投研」板块，也可添加文末小助手微信入群获取 )，海豚君介绍了 Coinbase的商业模式，稳定币市场规模以及USDC的稀缺性问题。为防大家信息迷失，我们先来拎一下重点： 1. Coinbase目前主要靠 加密货币交易费创收，散户收费 为主。但竞争加剧下（监管加入有利有弊，出清低合规Crypto交易平台，但刺激传统经纪商进入市场），因 此降费是大趋势。 未来增长要靠非交易收入——a订阅类（托管、质押、借贷、稳定币等）; b. 数据、云等链上基础服务类。这一众收入来源中，稳定币是最具想象力的业务。 2. 稳定币的监管认可打开了加密货币的价值上限 ，也给了Coinbase更大的增长想象力；必须先分析稳定币前景，才能算清Coinbase的稳态价值。 在估值之前，我们有必要先来回溯下Coinbase和Circle之间的合作协议变化。 从2018年至今，可以分为三个时期，简单概括为： 2018 ...

Core Insights - Virtune has completed the monthly rebalancing for its Crypto Top 10 Index ETP, which is listed on Nasdaq Stockholm in both SEK and EUR denominations [1] - The rebalancing aims to ensure that the ETP reflects current market conditions and absorbs volatility in the crypto market [4] Product Portfolio - In addition to the Virtune Crypto Top 10 Index ETP, Virtune offers a range of other ETPs including Bitcoin, Stellar, Staked Ethereum, and more [2] - The Virtune Crypto Top 10 Index ETP includes up to 10 leading crypto assets based on total market capitalization, with a maximum weight of 40% per asset to promote diversification [6] Index Allocation - As of June 30, before rebalancing, the index allocation was: Bitcoin 42.02%, Ethereum 30.73%, XRP 13.36%, Solana 8.21%, Cardano 2.06%, Chainlink 0.91%, Avalanche 0.79%, Stellar Lumen 0.77%, Litecoin 0.68%, Uniswap 0.47% [2] - After rebalancing, the allocation changed to: Bitcoin 40.00%, Ethereum 32.33%, XRP 13.58%, Solana 8.11%, Cardano 2.25%, Chainlink 0.91%, Stellar 0.83%, Avalanche 0.80%, Litecoin 0.69%, Uniswap 0.50% [3] Performance Overview - The Virtune Crypto Top 10 Index ETP had a performance outcome of -0.85% for June [3] - Notable performers included Uniswap (+17.8%), XRP (+2.95%), and Bitcoin (+2.40%), while the weakest performers were Avalanche (-13.7%) and Cardano (-16.6%) [4][5][6] Company Background - Virtune is a regulated Swedish digital asset manager and issuer of crypto exchange-traded products on regulated European exchanges [8] - The company aims to empower global investors with innovative investment products aligned with the evolving crypto market landscape [8]

币界网7月3日讯，近期，全球加密货币市场迎来显著反弹，狗狗币（DOGE）、以太坊（ETH）等山寨 币强势上涨，推动比特币（BTC）价格三周来首次突破109,000美元，距离5月创下的历史高点仅一步之 遥。市场情绪高涨的背后，既有监管利好、宏观经济预期的推动，也有投资者对数字资产长期价值的乐 观判断。 图源:币界网 据XBIT去中心化交易平台统计，狗狗币在过去24小时内上涨逾8%，价格攀升至0.171美元，成为大型 meme币中的领涨者。作为市值第八大的加密货币，狗狗币在过去一个月成功收复失地，显示出强劲的 市场需求。与此同时，以太坊表现同样亮眼，价格突破2,590美元，单日涨幅接近8%。 比特币的表现尤为引人注目。其价格一度突破109,200美元，较周二上涨逾3%，并短暂触及109,600美元 的高位。尽管尚未超越5月创下的111,814美元历史峰值，但当前价格距离这一目标仅差约2%。XBIT去 中心化交易所平台分析师认为，比特币的上涨动力主要来自投资者对数字资产ETF（交易所交易产品） 获批的乐观预期，以及宏观政策转向带来的流动性预期改善。 "比特币目前处于领先地位，而山寨币则引领市场走高。"XBIT去中心 ...