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美国稳定币法案呼之欲出!FSB主席离任前警告:加密货币逼近系统性风险临界点
智通财经网· 2025-06-12 09:05
智通财经APP获悉,即将离任的金融稳定委员会(FSB)主席Klaas Knot表示,加密资产带来的风险可能很 快会对金融体系构成严重威胁。他周四在马德里表示:"在FSB,我们长期以来一直认为加密货币尚未 构成系统性风险,但最近的事态发展表明,我们可能正在接近一个临界点。"他强调,稳定币发行人"现 在持有大量美国国债——这是我们必须密切关注的一个领域。" 稳定币是美国国会主要立法的焦点,这是加密行业支持制定数字资产新规则的第一步。 据了解,美国参议院正全力推进一项由加密行业与特朗普政府共同支持的稳定币立法,该法案最快将于 下周完成最终表决。立法核心条款要求稳定币发行机构必须持有100%美元等价资产储备,包括短期美 债或受监管的类现金资产。支持者认为,这将推动与美元挂钩的稳定币成为主流支付工具。随着立法进 程加速,这场关乎数字美元未来的博弈已进入关键阶段。 欧洲央行多位政策制定者对稳定币相关风险表示担忧。 欧洲央行在5月份发布的《金融稳定评估》中也指出了稳定币等加密资产的风险,尤其是在估值不断上 升以及数字资产生态系统与传统金融之间联系日益紧密的情况下。 稳定币是一种特殊的加密货币。与比特币或价值取决于市场情绪的 ...
每日数字货币动态汇总(2025-06-12)
Jin Shi Shu Ju· 2025-06-12 04:09
Group 1: Company Developments - Invesco appointed Kathleen Wrynn, a former JPMorgan employee, as the global head of digital assets, overseeing a $1.6 billion crypto ETF and tokenized asset portfolio [1] - Plasma has reopened a $500 million deposit limit, raising the total cap to $1 billion for its stablecoin project [2] - NBA star Shaquille O'Neal agreed to pay $1.8 million to settle a lawsuit related to FTX, claiming he was merely a paid spokesperson [1] Group 2: Market Trends and Regulations - El Salvador increased its Bitcoin holdings by 8 coins in the past week, bringing its total to 6,204.18 coins, valued at approximately $674 million [2] - Singapore's regulatory authority urged unlicensed crypto trading platforms to exit the market [2] - The U.S. Senate passed a procedural motion to advance the GENIUS Stablecoin Act for final voting [2] Group 3: Innovations and Future Projections - Moody's tested embedding municipal bond credit ratings on the Solana blockchain, potentially enhancing the tokenization of real-world assets [3] - Ripple's CEO projected that XRP Ledger could capture 14% of SWIFT's global liquidity within five years [4] - U.S. Treasury Secretary Bessent stated that the dollar-pegged stablecoin market could reasonably reach $2 trillion, emphasizing the government's commitment to maintaining the dollar's status [5]
金融期货日报-20250611
Chang Jiang Qi Huo· 2025-06-11 01:32
Group 1: Core Views - The current stock index futures market shows a pattern of "strong small-cap and stable large-cap". With positive news from the US Commerce Secretary, domestic stock indices may fluctuate strongly [1] - On Tuesday, the bond market continued to fluctuate, with a bullish bias. Fundamentals and other factors are favorable to the bond market in the long run, but the market may experience short-term fluctuations. However, the scope and time of market pullbacks are limited [3] Group 2: Strategy Recommendations - For stock indices, the strategy is to expect a fluctuating and upward trend [2] - For government bonds, the strategy is to allocate on dips [4] Group 3: Market Review - The main contracts of CSI 300, SSE 50, CSI 500, and CSI 1000 stock index futures fell by 0.69%, 0.53%, 0.88%, and 0.89% respectively [6] - The main contracts of 10-year, 5-year, 30-year, and 2-year government bond futures rose by 0.01%, 0.01%, 0.07%, and 0.00% respectively [9] Group 4: Technical Analysis - The KDJ indicator of the Shanghai Composite Index suggests a possible fluctuating trend [7] - The KDJ indicator of the T main contract of government bonds shows a fluctuating trend [10] Group 5: Futures Data | Date | Futures Variety | Closing Price (yuan/piece) | Change (%) | Trading Volume (lots) | Open Interest (lots) | | --- | --- | --- | --- | --- | --- | | 2025-06-10 | CSI 300 Continuous | 3841.00 | -0.69 | 64495 | 112083 | | 2025-06-10 | SSE 50 Continuous | 2660.00 | -0.53 | 38481 | 46099 | | 2025-06-10 | CSI 500 Continuous | 5718.20 | -0.88 | 52147 | 93852 | | 2025-06-10 | CSI 1000 Continuous | 6113.80 | -0.89 | 132573 | 158926 | | 2025-06-10 | 10-year Government Bond Continuous | 109.00 | 0.01 | 47942 | 184969 | | 2025-06-10 | 5-year Government Bond Continuous | 106.14 | 0.01 | 47953 | 147190 | | 2025-06-10 | 30-year Government Bond Continuous | 120.16 | 0.07 | 62753 | 103965 | | 2025-06-10 | 2-year Government Bond Continuous | 102.44 | 0.00 | 25053 | 118657 | [12] Group 6: Figures - Figures related to stock index futures include trends, PE ratios, trading volume, open interest, trading volume to open interest ratio, basis, basis rate, annualized basis rate, and inter - period spreads [13][17][22][24][26][29][31][33][34] - Figures related to government bond futures include trends, trading volume, open interest, trading volume to open interest ratio, trading amount, basis, and spot - futures price difference [37][42][47][49]
早餐 | 2025年6月11日
news flash· 2025-06-10 23:34
Group 1 - The U.S. Commerce Secretary stated that negotiations are progressing smoothly, which has boosted U.S. stock markets, with the S&P 500 index closing near its all-time high and chip stocks outperforming the market, while Tesla shares rose nearly 6% [1] - Reports indicate that the U.S. is close to reaching an agreement on partial exemptions for steel tariffs on Mexico, leading to a drop in U.S. steel stocks after hours and a temporary rise in the Mexican peso [1] - The U.S. Treasury Secretary, Yellen, is viewed as a potential candidate for the next Federal Reserve Chair [1] Group 2 - The U.S. "stablecoin bill" is set for procedural voting this Wednesday, paving the way for expedited legislation; meanwhile, South Korea's ruling party has proposed a basic law on digital assets to allow local companies to issue stablecoins [1] - The U.K. has seen the largest drop in employment numbers since 2020, raising expectations for interest rate cuts by the Bank of England, with traders fully pricing in two more rate cuts within the year [1] - OpenAI has released an enhanced reasoning model, o3-pro, which reportedly has formed a partnership with Google Cloud, and the price of o3 has been reduced by 80% [1]
整理:昨日今晨重要新闻汇总(6月11日)
news flash· 2025-06-10 22:34
Domestic News - Zhengzhou will suspend the subsidy application for the replacement of old consumer goods and home appliances [4] - Multiple car manufacturers, including BYD, GAC, and Dongfeng, have committed to unify payment terms to within 60 days [4] - The State Administration for Market Regulation is soliciting public opinions on the "Live E-commerce Supervision Management Measures" [4] - Tencent Music plans to acquire 100% equity of Ximalaya, with Ximalaya responding to the acquisition by stating "four unchanged" [4] - The Ministry of Commerce has extended the investigation period for anti-dumping on imported pork and pork by-products from the EU until December 16, 2025 [4] - The General Office of the CPC Central Committee and the State Council issued opinions to deepen reform and innovation in the Shenzhen Comprehensive Reform Pilot, allowing companies listed in Hong Kong in the Guangdong-Hong Kong-Macao Greater Bay Area to list on the Shenzhen Stock Exchange according to policy regulations [4] International News - Blackstone Group plans to invest $500 billion in Europe over the next decade [3][4] - The UK experienced the largest decline in employment numbers since 2020 in May, leading traders to fully price in two more interest rate cuts by the Bank of England within the year [3][4]
王忠民:中国家庭资产负债表的增衰逻辑
清华金融评论· 2025-06-10 10:31
Core Insights - The article discusses the challenges and opportunities in the context of aging population and the need for effective financial solutions for retirement, emphasizing the importance of family asset-liability management in ensuring sustainable retirement funding [2][3]. Group 1: Importance of Family Asset-Liability Management - The family asset-liability statement reveals significant challenges in the current social pension landscape, with traditional retirement assets like stocks and real estate experiencing notable declines, impacting retirement security [3][5]. - The weakening wealth effect and increasing pension contribution pressures due to aging and declining birth rates are raising risks on the liability side of family finances [3][5]. - A comprehensive understanding of the family asset-liability framework is essential for strategic planning in retirement finance, especially in the digital economy where personal digital assets are emerging as new forms of wealth [3][6]. Group 2: Multi-faceted Approaches to Pension Funding - The urgency to enhance the financial support capacity of the pension system is highlighted, with ongoing efforts in developing a three-pillar pension system through policy support, institutional design, and financial product innovation [6][7]. - Social security funds are becoming more resilient in the current market environment, while life insurance companies are increasingly recognized as vital components of family retirement financial planning due to their long-term, stable product structures [6][7]. - The traditional pay-as-you-go system is facing sustainability challenges, necessitating a reevaluation of personal pension accounts to enhance their long-term return capabilities [6][7]. Group 3: Systemic Considerations from an Asset-Liability Perspective - The asset-liability analysis can extend beyond families to include various entities such as government agencies, enterprises, and local governments, all of which are interconnected in the pension landscape [7][8]. - The sustainability of pension guarantees in public institutions is closely tied to employment stability and contribution capacity, while economic cycles directly affect the asset quality and profit levels of enterprises and financial institutions [7][8]. - The central government's asset-liability management plays a crucial role in supporting nationwide pension coordination through fiscal policies and transfers [7][8]. Group 4: New Opportunities in the Era of Digital Assets - The future of family asset-liability management will incorporate digital assets and life data, creating a new dimension of personal wealth structure [8][9]. - Digital footprints from gig economy activities are becoming valuable digital assets, providing new value propositions for workers amid structural economic changes [8][9]. - Health-related data, when integrated with AI and algorithms, can lead to personalized medical solutions, enhancing long-term health security and risk management in an aging society [8][9]. Conclusion - The family asset-liability statement serves as a critical lens for assessing social security capabilities and financial health, with multi-dimensional institutional design and financial innovation being key to advancing high-quality pension finance [9].
韩国执政党提出数字资产基本法案 拟允许本地公司发行稳定币
news flash· 2025-06-10 08:13
韩国新任总统李在明在迅速兑现其允许当地公司发行稳定币的竞选承诺,进一步推动这一全球数字资产 市场的发展。李在明是稳定币的积极倡导者。周二,他所领导的执政党共同民主党提出《数字资产基本 法案》,旨在提高加密货币领域的透明度并鼓励竞争。根据该法案,股本在5亿韩元(367,876美元)及 以上的韩国公司可发行稳定币,同时确保通过储备金保证退款。 ...
稳定币“第一股”Circle火爆,分析师:监管从碎片化走向体系化
第一财经· 2025-06-09 09:01
Core Viewpoint - The article discusses the significant developments in the regulatory landscape for stablecoins, highlighting the introduction of the U.S. GENIUS Act and Hong Kong's stablecoin regulations, which mark a shift from fragmented to systematic regulation in the industry [1][2]. Regulatory Framework - The GENIUS Act aims to provide a clear compliance framework for stablecoin issuers, requiring them to hold at least 1:1 reserves in highly liquid assets like cash or U.S. Treasury bills, undergo regular audits, and comply with anti-money laundering (AML) and know your customer (KYC) regulations [3]. - The legislation prohibits stablecoins from offering interest yields, restricts foreign issuers from entering the U.S. market, and clarifies that stablecoins are neither securities nor commodities, thereby enhancing consumer protection and mitigating financial risks [3]. Market Growth Projections - According to Citigroup, the global stablecoin market is projected to grow from $230 billion in 2025 to $1.6 trillion by 2030, driven by clearer regulatory pathways [3]. Industry Sentiment - Financial institutions like Charles Schwab and Bank of America are optimistic about the regulatory environment, with plans to introduce cryptocurrency trading and stablecoin offerings, respectively, if regulations permit [5]. - The shift in regulatory stance is seen as an opportunity for Wall Street investment banks, which are cautiously optimistic about participating in the evolving landscape of digital assets [4]. Strategic Importance of Stablecoins - The U.S. Treasury Secretary has indicated that stablecoins will be utilized to maintain the dollar's status as the world's primary reserve currency, marking a paradigm shift in the dollar clearing system [6]. - Stablecoins, particularly those backed by U.S. Treasury assets, are positioned to serve as a crucial bridge between traditional finance and the crypto ecosystem, enhancing the international use of the dollar [5][6].
MoneyHero(MNY.US)与OSL合作拓展香港数字资产财富产品服务
Zhi Tong Cai Jing· 2025-06-09 07:19
Core Insights - MoneyHero Limited has announced a strategic partnership with OSL Group to expand its digital asset wealth management services in Hong Kong [1][2] - The collaboration allows MoneyHero users to access a wider range of financial products, including digital asset accounts regulated by the Hong Kong Securities and Futures Commission (SFC) [1] - There is a growing interest in digital assets in Hong Kong, with 8% of retail investors investing in virtual assets in 2023, up from 1% in 2019 [1] Company Summary - MoneyHero aims to leverage its partnership with OSL, a leading regulated digital asset firm in Asia, to enhance its offerings in the digital asset market [2] - The CEO of MoneyHero emphasized the company's commitment to providing reliable and transparent financial solutions, as well as investment opportunities in emerging asset classes [2] - The partnership is expected to significantly support MoneyHero's entry into the digital asset space, given OSL's regulatory compliance and institutional expertise [2] Industry Summary - The demand for diversified financial solutions in Hong Kong is increasing, driven by rising interest in digital assets [1] - The collaboration between MoneyHero and OSL is a response to the growing market and investor interest in digital asset products [1]
币圈丽盈:6.8比特币反弹动能爆发!以太坊反弹能否“破浪”突围?最新行情分析
Sou Hu Cai Jing· 2025-06-07 21:06
做多点10.45万,防守10.4万,止损500点,目标10.55万 币圈丽盈:6.8比特币最新行情分析 文章发布时间2025.6.8----0点:10分 比特币现价105500,目前盘口的趋势其实就是延续下降趋势中的反弹走势,并逐渐呈现一定的多头支撑信号,短期丽盈发现反弹动能得到一定体现:从K线 分析来看,近期价格运行在MA(7)短期均线上方,并伴随成交量有所放大,同时MACD金叉显现,红色动能柱逐步增长,表明市场可能处于短期回升阶段。 但上方仍面临下降趋势线阻力的压制,需要关注量能变化及破位可能性,所以丽盈建议币友们根据短线反弹节奏进行参与,入场点可关注回踩MA7,所以 做空需谨慎,等回踩开多最稳健 今日点位参考: 短线思路参考: 做多点2430,防守2380,止损30点,目标2550 做空点2600,防守2650,止损30点,目标2500 以上是丽盈针对当前盘口行情的简要分析,供投资者参考。十年时间丽盈不断探索,体验了数百种形形色色的数字资产。在这个过程中,丽盈历经了市场的 牛市辉煌与熊市黯淡,一路磕磕绊绊,积累下无数珍贵的经验与深刻教训。作为一名在这个充满挑战的领域中拼搏的女性交易员,丽盈深感有责任分享 ...