美国财长贝森特：由美国财政部支持的稳定币立法将扩大美元的使用。 ...

Group 1 - Bitcoin has experienced a significant increase of approximately 16% year-to-date, despite recent volatility following a historical high two weeks ago, driven by favorable signals from the Trump administration regarding crypto assets and easing trade tensions between the US and China [1] - Institutional interest in Bitcoin is growing, with sovereign funds, asset management firms, and corporate consortiums viewing it as a potential reserve asset that could surpass gold, as indicated by Eric Jackson from Emj Capital [1] - Bitcoin reached a peak of $110,572, just shy of its historical high of $111,980, while Ethereum surged by 8.3%, leading the mainstream cryptocurrencies [1] Group 2 - The crypto market is benefiting from dual support: traditional banks like Morgan Stanley are accelerating their crypto business, and the new SEC chairman, Paul Atkins, has signaled a shift towards regulatory support for blockchain technology [4] - The SEC's stance on DeFi platforms, indicating that developers will not be held liable under federal securities laws for code misuse, is seen as a turning point for regulatory support in the industry [4] - Circle's stock debuted at $31 and surged 245% to $107 in its first week, reflecting strong market demand for crypto infrastructure, while BlackRock's Bitcoin spot ETF reached an asset management scale of over $70 billion, marking a record milestone for the ETF industry [4] Group 3 - Continuous inflow of institutional funds and favorable policies are creating a resonance that drives the spot market to break through key psychological price levels, with traders closely monitoring the momentum of historical highs [5] - There is optimism regarding the progress of stablecoin legislation, with the belief that clear regulatory rules will encourage greater participation from traditional financial institutions in the crypto space [6] - Eric Jackson emphasizes that the increase in institutional holdings, the explosion of ETF products, and the elimination of regulatory uncertainty will ultimately be reflected in asset prices [7]

Group 1 - Bitcoin's recent surge is attributed to multiple structural factors, including a shift in Trump's tariff policy, easing of US-China trade tensions, advancements in stablecoin legislation, and increased accumulation of Bitcoin by companies like BlackRock [3][4][13] - As of June 5, the number of publicly traded companies holding Bitcoin increased from 89 to 124, with a total of over 816,000 Bitcoins valued at approximately $8.5 billion [13][14] - BlackRock has significantly increased its Bitcoin holdings, acquiring 56,13 Bitcoins worth about $530 million, and is projected to become the largest Bitcoin holder by 2026 [15][16] Group 2 - Standard Chartered Bank predicts Bitcoin will surpass $120,000 this year and could reach $500,000 by 2029 [5] - HashKey Group's chief analyst forecasts Bitcoin prices could peak between $150,000 and $180,000 this year, despite ongoing macroeconomic uncertainties [6] - The Bitcoin spot ETF continues to attract significant capital inflows, highlighting its critical role in the cryptocurrency market [16] Group 3 - The recent volatility in Bitcoin prices is influenced by external factors, including Trump's unpredictable policies and the overall economic environment, which has led to a shift in investor sentiment towards Bitcoin as a potential safe haven asset [19][20][21] - The interplay between Bitcoin, gold, and the US dollar is becoming increasingly complex, with Bitcoin being viewed as both a risk asset and a short-term safe haven [20][24] - The ongoing legislative developments regarding stablecoins are expected to provide more clarity and potential growth opportunities for the cryptocurrency market [27][30] Group 4 - The cryptocurrency market is characterized by high volatility and regulatory uncertainties, which may impact Bitcoin's future price movements [31] - Emerging market countries are exploring the inclusion of Bitcoin in their foreign exchange reserves as a risk diversification strategy [28] - The overall sentiment towards Bitcoin remains optimistic in the long term, despite short-term fluctuations and risks associated with market dynamics and regulatory changes [31]

Group 1 - The Senate is set to hold a crucial procedural vote on a stablecoin bill that could reshape the digital payment landscape, with support from the cryptocurrency industry and former President Trump [1] - The bipartisan bill aims to establish a regulatory framework for dollar-pegged tokens, requiring stablecoins to be backed one-to-one by short-term investments like federal debt and to be supervised by federal or state regulators [1] - Progressive Democrats have expressed concerns that the bill lacks essential safeguards to prevent systemic risks and criminal exploitation, criticizing it for not addressing Trump's profits from his own cryptocurrency transactions [2] Group 2 - The decision to halt debate on the bill means that previously proposed credit card processing competition provisions are unlikely to be included, which aimed to provide merchants with more options beyond Visa and Mastercard [3] - Senate Banking Committee Chairman Tim Scott indicated that credit card provisions may be considered as separate legislation rather than part of the stablecoin bill, with Senator Marshall still exploring next steps for a potential vote [3] - The outcome of this vote will not only determine the regulatory framework for stablecoins in the U.S. but also set the tone for the Trump administration's cryptocurrency policy, potentially triggering a new wave of capital flow and industry restructuring in a multi-trillion-dollar digital asset market [3]

Group 1 - The U.S. Senate Majority Leader John Thune has called for a crucial procedural vote on stablecoin legislation to be held on June 11 [1] - The legislative proposal has garnered support from the cryptocurrency industry and President Trump [1]

Core Insights - The passage of the "Stablecoin Regulation" in Hong Kong marks a significant milestone for the financial technology ecosystem, leading to increased interest in stablecoins and Web3 payments [1][2] - A seminar hosted by OKG Research and Hong Kong University focused on the implications of stablecoin legislation and the future of Web3 payments [1] Group 1: Stablecoin Market Overview - As of May 2025, the global supply of stablecoins is projected to approach $250 billion, reflecting a growth of over 54% in the past 12 months [2] - The market capitalization of stablecoins is equivalent to 1.13% of the U.S. M2 money supply, with annual transaction volume expected to exceed $10 trillion [2] - The penetration rate of Web3 payments is anticipated to rise to around 20% in the next two years due to improved user experience and merchant coverage [2] Group 2: Opportunities and Challenges in Hong Kong - The stablecoin legislation presents a major opportunity for Hong Kong, leveraging its unique position to connect Eastern and Western markets [4] - Key factors for the promotion and application of stablecoins include ensuring their stability and establishing sufficient market scale and application scenarios [4] Group 3: Web3 Payment Ecosystem - Experts at the seminar discussed the transformative potential of Web3 payments, emphasizing the importance of building a verifiable trust structure to address traditional challenges in cross-border payments and transactions [5] - The infrastructure for Web3 is rapidly evolving, but achieving bank-level trust and scale requires further institutional and ecological support [5] - The future of stablecoins is seen as optimistic, with trends indicating stronger international regulatory integration, increasing market acceptance, and the development of a robust stablecoin ecosystem [5] Group 4: Future Projections - OKG Research predicts that the global stablecoin market supply could reach $3 trillion by 2030, with annual transaction volume surpassing $100 trillion, positioning stablecoins as a crucial bridge between Web3 and the real world [6]

金十数据6月6日讯，稳定币发行商Circle Internet Group及其出售股份的股东在首次公开募股（IPO）中 筹集了近11亿美元资金，此后该公司股价开盘飙升186%，两次触发熔断。Circle成为Coinbase、Mara Holdings和 Riot Platforms等少数几家在美国上市的纯加密货币公司之一。这是该公司第二次尝试上市。 此前，其与一家特殊目的收购公司的合并计划在2022年底因监管挑战而失败。在美国政府的友好态度 下，加密货币行业正获得新的政治支持。特别是稳定币领域，由于预期国会将在今年夏天通过稳定币相 关立法，该领域一直在加速发展。华尔街分析师表示，稳定币市场在未来五年内可能增长10倍，创造出 万亿美元的市场机遇。 稳定币巨头Circle涨幅扩大至186% 再次触及熔断 ...

全线暴跌。 5月30日，加密货币市场全线暴跌，其中，比特币跌超3%，报105187美元。 此外，以太坊、瑞波币跌近5%，狗狗币跌10%，艾达币跌超7%，索尔币跌超6%。 | EilH | 2600 | -4.8% | | --- | --- | --- | | $229.5亿 -6.6% | | | | SOL | 161.8 | -6.34% | | $49.4亿 -2.0% | | | | XRP | 2.181 | -4.88% | | $30.5亿 -7.7% | | | | DOGE | 0.203 | -10% | | $14.6亿 -8.0% | | | | SUI | | | | $10.3亿 -6.6% | 3.406 | -6.73% | | BNB | 667.1 | -3.15% | | $6.4亿 -6.2% | | | | 1000PEPE | 0.01281 | -11.6% | | $6亿 -12.1% | | | | ADA | 0.6976 | -7.31% | | $5.8亿 -6.0% | | | 据Coinglass统计，过去近24小时内，加密货币全网爆仓人数超21万 ...

5月29日，市场情绪回暖，4472只个股上涨，仅831只个股下跌，120只个股涨停，15只个股跌停，市场热点聚焦医药、无人驾驶、跨境支付等板块。 高位股方面，无人车辆概念全线爆发，逾20股涨停或涨超10%，云内动力7天5板，通达电气7天6板。算力股鸿博股份4天2板，核电板块中超控股19天12板、 王子新材14天7板、尚纬股份6连板、融发核电5连板。 | 代码 | 名称 | 几天几板 涨停分析 | 价格 | 张唱% | 换手率 | 成交额 | 自次涨停时间 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603390 | 通达中气 | 7天6板 自动驾驶物流车+车联网+比 17.56 | | +10.03% | 4.20% | 2.58 Z | 09:25:00 | | 603333 | 尚纬股份 | 6连板 核电电缆+控股股东变更+新 | 9.96 | +10.06% | 8.29% | 5.03 7 | 09:31:00 | | 000903 | 云内动力 | 7天5板 无人配送车+柴油机+配送机 5.56 | | +10.10% | 1.11% ...

Group 1: Core Insights - The rise of stablecoins is expected to disrupt the U.S. Treasury market and the traditional banking sector, with significant structural changes in demand for U.S. Treasuries and a risk of capital outflow from banks amounting to trillions of dollars [1][7] - Two key stablecoin bills are advancing in Congress: the GENIUS Act and the STABLE Act, which could provide a clear regulatory framework for stablecoin development [2][4] - The adoption of stablecoins may lead to an increase in demand for short-term U.S. Treasuries, exacerbating the steepening of the yield curve and increasing volatility in the Treasury market [4][9] Group 2: Impact on Banking Sector - Approximately $6.6 trillion in bank deposits are at risk of being diverted to stablecoins, with decentralized finance (DeFi) reshaping lending models [7][9] - The GENIUS Act prohibits interest-bearing stablecoins, but alternative methods to earn yields are emerging in the market [7] - Major U.S. banks are exploring the issuance of joint stablecoins and developing blockchain-based payment infrastructures to adapt to the changing landscape [9] Group 3: Market Dynamics - Each $1 flowing from banks to stablecoins generates an additional $0.90 in demand for U.S. Treasuries, indicating a significant impact on the Treasury market [4][6] - The reserve requirements for stablecoin issuers will necessitate holding short-term U.S. Treasuries, further influencing the yield curve [4][6] - Current market shares of major stablecoins include USDT with a market cap of $153.1 billion and USDC with $60.9 billion, together accounting for approximately 87% of the stablecoin market [4]