美元，再遭抛售！ 最近几天，美元持续下挫。5月21日，衡量美元对六种主要货币的美元指数再次跌破100，这也是美元连续第三 天下跌。5月22日盘中，美元指数继续弱势震荡，盘中最低触及99.43。其中，美元兑日元一度下跌0.6%至 142.81，创两周新低。 自今年1月高点以来，美元指数的累计跌幅已接近10%。彭博社指出，一项指标表明，货币期权交易员对美元 今后一年间走势的看空情绪达到历史顶峰。 此外，22日晚间消息，在特朗普税收法案勉强通过众议院后，美国30年期国债收益率短线拉升，日内上升逾2 个基点，报5.123%，为2023年10月以来的最高日内水平，距离2007年以来的最高点越来越近。这表明投资者 对特朗普的减税计划表示反对，对财政赤字的担忧也开始对股市产生越来越大的压力。 值得关注的是，在美元被抛售的同时，比特币却受到资金追捧。22日，比特币大涨超4%并突破11万美元大 关，创出历史新高。有分析指出，比特币升至历史新高，原因之一是投资者寻求美国资产的替代品。此外，美 国监管利好，也提振了加密货币市场。 22日，美股加密货币概念股盘前集体上涨，CleanSpark涨超5.6%， MARA Holdings ...

Core Viewpoint - Bitcoin has reached a historic high of over $110,000, driven by institutional investment in Bitcoin ETFs and increased demand for Bitcoin as a safe-haven asset amid U.S. economic policies [1][4][12] Group 1: Bitcoin Price Predictions - Standard Chartered predicts Bitcoin could surpass $120,000 in Q2 2024 and reach $200,000 by the end of 2025, with a potential rise to $500,000 before the end of Trump's presidency in 2029 [1][12] - Bitcoin's price has increased by 3.3% recently, reaching $111,878, while Ethereum also saw a significant rise of approximately 5.5% [1][4] Group 2: Institutional Investment and Market Dynamics - The U.S. Senate is advancing a crucial stablecoin bill, which is expected to provide a clearer regulatory framework for digital assets under President Trump's administration [4][11] - Michael Saylor's Strategy company has accumulated over $50 billion in Bitcoin, contributing to the current bullish sentiment in the market [4][6] - A growing number of cryptocurrency startups are following Strategy's model, utilizing SPAC and PIPE financing to acquire Bitcoin [5][6] Group 3: Market Sentiment and Future Outlook - Analysts suggest that Bitcoin's recent price surge is supported by a measurable and sustained demand-supply mismatch, distinguishing it from previous speculative-driven cycles [7][11] - Bitcoin has outperformed smaller cryptocurrencies, with a 17% increase this year compared to a 40% decline in altcoin indices [7][11] - Recent data indicates that Bitcoin ETFs have attracted approximately $4.2 billion in net inflows this month, reflecting strong market interest [10][11]

Core Insights - Bitcoin reached a historic high of $109,455.99, surpassing its previous record set on January 20, coinciding with regulatory advancements in stablecoin legislation in the U.S. [1][3] Group 1: Regulatory Developments - The stablecoin bill, supported by a group of Democrats, has progressed in the U.S. Senate after overcoming opposition, with hopes for a swift passage this week [3] - Proposed legislation includes stricter regulations on money laundering, foreign issuers, and technology companies, along with enhanced consumer protection measures [3] Group 2: Market Dynamics - The number of open Bitcoin futures contracts on the Chicago Mercantile Exchange has increased by 23% from a year-to-date low in April [4] - Investors have injected approximately $3.6 billion into 12 Bitcoin exchange-traded funds (ETFs) in May [4] - The passage of the stablecoin bill is expected to create new funding channels, potentially injecting billions into the digital currency market [4] Group 3: Market Sentiment and Future Projections - Data from Glassnode indicates that the illiquid supply of Bitcoin has reached a historical peak, suggesting that the current price surge is driven by institutional inflows and structural factors rather than retail speculation [4] - Bitcoin is projected to reach a new price plateau between $150,000 and $180,000 this year, supported by a combination of factors including supply tightening and improved macroeconomic conditions [4]

Group 1: Bitcoin Market Performance - Bitcoin reached a historic high of $109,455.99, surpassing its previous record set on January 20 [3] - The surge in Bitcoin's price is attributed to regulatory advancements in stablecoin legislation in the U.S., which has garnered bipartisan support [5] - The proposed legislation includes stricter regulations on money laundering and consumer protection, ensuring compliance for both domestic and foreign issuers [5] - Bitcoin futures open interest on the Chicago Mercantile Exchange has increased by 23% from its low in April [5] - Approximately $3.6 billion has been injected into 12 Bitcoin ETFs in May [5] - Glassnode data indicates that non-liquid supply has reached a historical peak, suggesting that the current Bitcoin rally is driven by institutional inflows and macroeconomic improvements [6] - Bitcoin is projected to reach a new price plateau of $150,000 to $180,000 this year [6] Group 2: XPeng Motors Financial Performance - XPeng Motors' stock surged over 10% following the release of its first-quarter financial results, which exceeded market expectations [8][9] - The company reported revenue of 15.81 billion RMB, a year-on-year increase of 141.5%, surpassing the expected 15.1 billion RMB [10] - Net loss for the quarter was 660 million RMB, significantly lower than the anticipated loss of 1.4 billion RMB and a reduction from 1.37 billion RMB in the same period last year [10] - For the second quarter, XPeng expects revenue between 17.5 billion and 18.7 billion RMB, also above market expectations [12] - The company anticipates delivering between 102,000 and 108,000 vehicles in the second quarter, representing a year-on-year growth of approximately 237.7% to 257.5% [12] - In the first quarter, XPeng delivered 94,008 electric vehicles, a year-on-year increase of 330.8%, reclaiming the top position among new energy vehicle manufacturers [12] - XPeng's CEO expressed confidence in achieving over 100% growth in sales this year and aims for profitability by the fourth quarter [12][13]

Group 1 - The U.S. Senate Democrats blocked the stablecoin legislation supported by the digital asset industry, with a vote of 49 to 48 failing to reach the required 60 votes [1] - Many Democrats emphasize that stablecoin regulation is crucial for consumer protection and establishing guidelines for the emerging industry [1] - Trump's promotion of the TRUMP coin, including a marketing campaign offering a dinner with the president for the largest holders, has led to a surge in token sales [1] Group 2 - Democratic Senator Elizabeth Warren and others have raised concerns about potential corruption related to the marketing strategies of the TRUMP coin [1]

美国参议院支持稳定币立法的两党联盟破裂，因为一群关键的民主党人威胁要阻止共和党原本希望5月 通过的一项法案——除非该法案能够"大量"修正。亚利桑那州参议员鲁本·加列戈是一位加密货币友好 型新人，他在参议院银行委员会中支持这项监管与美元挂钩的加密货币的两党法案。上周六，他带领参 议院九名民主党人发表声明，警告称他们将阻挠该法案。 ...