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比特币(BTC)未能复制黄金和股票历史新高的四大原因
Sou Hu Cai Jing· 2025-09-26 12:56
Core Insights - Bitcoin and other cryptocurrencies are lagging behind gold and stocks in reaching new highs, raising doubts about whether the bull market has ended [2][3] - A recent study by CryptoQuant identifies four key reasons for the weakness in the cryptocurrency market: Federal Reserve rate cuts, stablecoin supply, leveraged investors, and historical patterns [3] - The current liquidity tightness has left Bitcoin in a stalemate, with bulls not yet challenging historical highs, while gold and U.S. stock markets continue to set new records [3] Group 1: Market Dynamics - The cryptocurrency market is experiencing a historical pattern where institutional funds initially flow into high liquidity assets like stocks and gold during early rate cut phases by the Federal Reserve [3] - The total supply of stablecoins reached a new high of $308 billion this month, but the inflow to exchanges is lower than outflow, indicating a tendency among traders to hedge or take profits [6] - Liquidity is primarily distributed outside exchanges, including cross-chain transfers and private markets, rather than being actively used to purchase Bitcoin or Ethereum [7] Group 2: Historical Comparisons - The current market structure for Bitcoin and Ethereum shows similarities to a year ago, where price increases followed by liquidity not fully entering the cryptocurrency market led to corrections [5] - Historical data indicates that Bitcoin typically lags behind traditional assets, often rising 12% in 30 days and 35% in 90 days after stocks reach new highs [9] - The upcoming expiration of $22.6 billion in options may significantly impact future price movements in the cryptocurrency market [13]
智云国际(08521.HK)拟开立虚拟资产帐户
Ge Long Hui· 2025-09-26 12:14
格隆汇9月26日丨智云国际(08521.HK)公告,作为云计算及互联网流量服务业务发展的一部分,公司全 资附属公司智云旷士有限公司("该附属公司")已在香港一家受监管的虚拟资产交易平台服务供应商完成 比特币帐户的开立。 为此,该附属公司亦已透过集团内部资源(资金并非非来自公司于2025年7月29日、2025年8月18日、 2025年9月1日及2025年9月10日的公告中揭露的认购所得款项)购入超过一枚比特币,平均价格为美元约 118,000(相当于港币约918,000)。由于购买比特币的所有适用百分比率均低于5%,因此根据香港联合交 易所有限公司GEM证券上市规则(简称"GEM"上市规则)第19章,该购买不构成任何须予公布的交易。 于上述购买前,董事会已成立投资委员会,旨在提升营运效率,加强投资决策和风险管理流程,尤其考 虑到集团对加密货币及相关技术的战略重点。投资委员会的任务是审查并向董事会提出涉及虚拟资产的 适当交易以及管理这些资产的策略,以最大程度地降低持有相关虚拟资产的潜在风险。此外,投资委员 会还将评估、批准并就集团管理团队提出的各种风险提出建议。 ...
智云国际控股(08521)附属于香港开立虚拟资产帐户
智通财经网· 2025-09-26 12:08
于上述购买之前,董事会已成立投资委员会,旨在提升营运效率,加强投资决策和风险管理流程,尤其 考虑到集团对加密货币及相关技术的战略重点。投资委员会的任务是审查并向董事会提出涉及虚拟资产 的适当交易以及管理这些资产的策略,以最大程度地降低持有相关虚拟资产的潜在风险。此外,投资委 员会还将评估、批准并就集团管理团队提出的各种风险提出建议。 智通财经APP讯,智云国际控股(08521)发布公告,作为云计算及互联网流量服务业务发展的一部分,公 司全资附属公司智云旷士有限公司已在香港一家受监管的虚拟资产交易平台服务供应商完成比特币帐户 的开立。为此,该附属公司亦已透过集团内部资源购入超过一枚比特币,平均价格为美元约11.8万(相 当于港币约91.8万)。由于购买比特币的所有适用百分比率均低于5%,因此根据香港联合交易所有限公 司GEM证券上市规则第19章,该购买不构成任何须予公布的交易。 ...
以太坊跌破3900美元
Ge Long Hui· 2025-09-26 11:03
以太坊跌破3900美元,24小时跌幅超3%。 ...
Peter Schiff:我一直认为刺破比特币泡沫的会是黄金,没想到是白银,“数字币财库公司”面临残酷熊市
华尔街见闻· 2025-09-26 08:51
Core Viewpoint - The strategy of holding large amounts of cryptocurrency as corporate reserves is facing significant challenges as Bitcoin prices continue to decline, with recent market turmoil leading to substantial liquidations and a drop in Bitcoin below the $110,000 support level [1][4]. Group 1: Market Conditions - The cryptocurrency market has experienced a large-scale liquidation, with Bitcoin falling below $110,000 and Ethereum dropping below $3,900 [1]. - In contrast, the price of physical silver has surged, surpassing $45, marking a 14-year high [1]. Group 2: Company-Specific Concerns - Peter Schiff, a prominent critic of Bitcoin, has warned that companies holding Bitcoin as an asset are entering a "brutal bear market," raising doubts about the sustainability of their business models [4][5]. - MicroStrategy (MSTR), known for its significant Bitcoin holdings, has seen its stock price drop sharply, falling below $300 for the first time since April, effectively erasing its gains for the year [9][11]. - MSTR's stock price is highly correlated with Bitcoin prices, and the recent weakness in Bitcoin has directly impacted MSTR's stock performance [11]. Group 3: Financial Risks and Strategies - Schiff has previously indicated that many companies are emulating MSTR's founder Michael Saylor's unconventional business strategy, but few have acknowledged the significant decline in MSTR's stock price [12]. - MSTR's recent Bitcoin purchases have been partially funded by selling its own stock, which raises concerns about financial risk during a downturn in asset prices [14]. - Technical analysis suggests that MSTR's stock price outlook is bleak, with warnings that failure to maintain current support levels could lead to further declines, potentially down to $240 [15].
BTIG:标普500指数面临自4月低点以来最大下行风险
Ge Long Hui A P P· 2025-09-26 02:44
格隆汇9月26日|根据BTIG的分析,标普500指数正面临自4月低点以来最大的下行风险。市场估值过 高,以及多个领域出现疲弱迹象。该机构表示,高波动性的股票涨幅已达历史高点,如今开始反转走 低,散户投资人偏好的标的及其他多个板块也出现相同情况。私募股权市场同样表现低迷。投资人情绪 调查持续升高,投机性标的则呈现抛物线上涨。其他风险因素还包括加密货币与股市之间的背离。 BTIG指出,比特币与纳斯达克100指数紧密相关,但比特币过去两周已经走弱,这暗示NDX也有下跌风 险。 ...
期指:节前震荡
Guo Tai Jun An Qi Huo· 2025-09-26 02:25
金 融 期 货 研 究 | | | 毛磊 | | | 投资咨询从业资格号:Z0011222 | | maolei@gtht.com | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 【期指期现数据跟踪】 | | | | | | | | | 期指数据 | | | | | | | | | | | 收盘价 | 涨跌幅% | 基 差 | 成交额-亿 | 成交量 | 变 动 | 持仓量 | 变 动 | | 沪深300 | 4593.49 | ↑0.60 | | 6698.7 | | | | | | IF2510 | 4585 | ↑0.83 | -8.49 | 511.1 | 37193 | ↓5543 | 59117 | ↑154 | | IF2511 | 4571.2 | ↑0.94 | -22.29 | 39.3 | 2872 | ↓1711 | 4008 | ↓466 | | IF2512 | 4562.2 | ↑0.88 | -31.29 | 1103.9 | 80775 | ↓5752 | 154619 | ↑2755 | | I ...
刚刚,全线暴跌,超25万人爆仓!美联储,降息大消息
Qi Huo Ri Bao· 2025-09-25 23:49
早上好,先来关注下加密货币市场。 BTC Markets的加密货币分析师Rachael Lucas表示,以太坊价格大跌的主要原因是,机构资金流入降温以及技术指标短期承压。 数据显示,自本周一以来,投资者已经从美国上市的以太坊ETF中撤出了近3亿美元资金。在周一当天,加密货币市场全线重挫,导致价值17亿美元的做 多押注被强制平仓,几乎所有主流加密货币都受到冲击。 9月至今,以太坊ETF累计净流入仅1.1亿美元,而8月的流入规模超过38亿美元。 特朗普宣布对进口重型卡车加征25%关税 据央视新闻消息,当地时间9月25日,美国总统特朗普在其社交媒体平台"真实社交"发文称,自10月1日起将对所有进口重型卡车加征25%关税。 9月25日,以太坊价格突然大跳水,一度跌破4000美元心理关口。截至发稿,以太坊日内暴跌6.25%,至3898美元,创七周新低;比特币跌破11万美元关 键支撑,下跌3.25%;Solana跌幅7.8%、连跌6天。 | 币种/持仓量 | 价格 | 24h变化 | | --- | --- | --- | | BTC | 109590 | -3.25% | | $783.8亿 -3.6% | | | | ...
界面早报 | 商务部:对墨西哥相关涉华限制措施进行贸易投资壁垒调查;特朗普批准华盛顿特区恢复死刑
Sou Hu Cai Jing· 2025-09-25 23:25
Group 1 - The Ministry of Commerce of China has initiated an investigation into trade and investment barriers imposed by Mexico, which plans to increase import tariffs on products from non-free trade partners, including China [1] - The proposed measures by the Mexican government will significantly harm the trade and investment interests of Chinese enterprises, affecting various product categories such as automobiles, textiles, plastics, and more [1] - The investigation will also cover other trade and investment restrictions that Mexico has implemented concerning China in recent years [1] Group 2 - Xiaomi has officially launched its new smartphone, Xiaomi 17, with a starting price of 4,499 yuan, featuring the fifth-generation Snapdragon 8 processor and a 7,000mAh battery [1] Group 3 - Aowei New Materials has announced that there are no plans for a backdoor listing through the company in the next 36 months, following media speculation regarding asset integration with its actual controller [2] - The company confirmed that there are no clear plans for asset sales, mergers, or joint ventures involving the listed company or its subsidiaries in the next 12 months [2] Group 4 - Dazhihui is planning a merger with Xiangcai Co. through a share exchange, with a total fundraising amount not exceeding 8 billion yuan, aimed at various financial and technological projects [4] - The share exchange price for Xiangcai Co. is set at 7.51 yuan per share, while Dazhihui's price is 9.53 yuan per share [4] Group 5 - Xibu Lide Fund has terminated the employment of fund manager Xie Wenzeng due to his involvement in illegal gambling activities [5] Group 6 - President Trump has approved the reinstatement of the death penalty in Washington, D.C., and announced a 25% tariff on all imported heavy trucks starting October 1 [6] - The U.S. stock market saw a collective decline, with major indices falling, while Intel shares rose nearly 9% [6]
加密货币继续暴跌,以太坊日内暴跌7%,失守3900美元大关,多头惨遭大规模强平!
美股IPO· 2025-09-25 23:07
Core Viewpoint - The cryptocurrency market is experiencing significant downturns, with Ethereum dropping over 7% to a seven-week low of $3,823, and Bitcoin falling below the critical support level of $110,000, indicating increased selling pressure and potential for further liquidation if Ethereum falls below $3,800 [1][2][9]. Market Performance - Ethereum's price decline has been part of a broader market correction, with the total cryptocurrency market losing over $140 billion in value [5]. - In the last 24 hours, approximately 257,766 traders were liquidated globally, resulting in total losses exceeding $1.148 billion [4][6]. Liquidation Details - The largest single liquidation occurred on Hyperliquid for ETH-USD, amounting to $29.12 million [6]. - Bitcoin and Solana also faced significant liquidation, with Bitcoin down 3.62% and Solana down 7.2%, marking six consecutive days of decline for Solana [7]. Institutional Investment Trends - There has been a notable withdrawal of institutional funds, with nearly $300 million pulled from U.S.-listed Ethereum ETFs since the beginning of the week [9]. - The decline in institutional inflows has intensified selling pressure, contributing to the overall market downturn [9]. Long-term Holder Behavior - Despite a decrease in Ethereum's exchange supply to a nine-year low, indicating that long-term holders are withdrawing tokens for holding, the selling pressure from these holders is counteracting the positive signals from new fund inflows [10][13]. - Over the past month, investors have purchased over 2.7 million Ethereum, valued at over $11.3 billion, reflecting strong confidence in Ethereum's long-term potential [11]. - However, the rising activity metrics among long-term holders suggest that these investors are selling rather than accumulating, leading to a stalemate in market dynamics [12][13].