故事的开端，是俄罗斯总统普京在9月30日签署的一项看似普通的总统令。这项法令的核心在于，俄罗斯将大幅简化国有资产出售流程，原本需要数月的审 批时间将被压缩至惊人的10天之内。在外界看来，这无疑是俄罗斯为应对欧盟可能没收其海外资产而精心准备的一张"王牌"。 莫斯科方面早已明确将欧盟冻结俄罗斯资产的行为定性为"盗窃"。据俄方透露，自2022年以来，俄罗斯已经冻结了欧盟在俄境内价值高达120亿欧元的资 产，其中涉及西门子、道达尔等知名企业。俄方甚至警告，如果欧盟胆敢没收俄罗斯资产，俄方将毫不犹豫地采取对等反制措施，包括暂停航空合作、停止 铀供应以及钛合金出口等关键领域的合作。 在俄乌冲突的金融战线上，一场围绕着巨额资产的博弈正在激烈上演。令人惊讶的是，俄罗斯仅用了短短10天，就建立起了一套应对西方制裁的反制机制， 而欧盟手中那高达2000亿欧元的被冻结的俄罗斯资产，却成了一个无人敢碰的"烫手山芋"。 俄罗斯与欧盟之间的资产博弈，背后隐藏着复杂的能源和经贸利益纠葛。在能源领域，俄罗斯目前仍然是欧盟重要的天然气供应国。如果因为资产没收问题 导致俄罗斯再次关闭天然气阀门，欧盟的冬季能源储备将会面临严重告急的局面。在经贸关 ...

俄罗斯总统普京周二签署了一项命令，允许根据特别程序进行国有资产"快速通道"销售。 这位熟悉此事的人士说，该法令旨在加快包括俄罗斯和外国在内的多家公司的出售进程。熟悉此事的人 士说，如果欧盟开始扣押俄罗斯资产，俄罗斯可能会采取对等措施。 AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 据一位接近政府的人士称，俄罗斯可能会根据一项新的私有化机制，对处于俄罗斯境内的外国资产进行 国有化并迅速出售，以报复欧洲任何扣押俄罗斯海外资产的举动。 克里姆林宫发言人佩斯科夫没有立即回应置评请求。他周三早些时候称欧盟的资产计划是"非法扣押俄 罗斯财产，是盗窃。" 普京曾警告说，如果西方采取行动扣押俄罗斯被冻结在海外的国家储备，全球金融秩序将被破坏。 从银行业到消费品行业，数以百计的西方公司仍在俄罗斯运营，包括裕信银行、奥地利中央合作银行国 际股份公司、百事公司以及亿滋国际公司。 到目前为止，俄罗斯一直没有对属于国际公司的资产进行国有化。相反，它采取了在以大幅折扣价出售 给首选买家之前，将一些公司置于临时管理之下的做法。 普京采取行动之际，正在丹麦会晤的欧盟领导人正为一项计划积蓄动力，该计划旨在从被冻结的俄罗斯 央行资产 ...

只要不站队、不表忠心，随时都可能被安排下课。说真的，特朗普改造美联储的速度和手段，简直让 人"开眼"——当然，这可不是夸他。按美国的宪政传统，总统对美联储理事的任免权有限，不能随 便"炒人"，除非对方犯了重大违法失职的事，还得走完司法程序。就算是以前的尼克松、里根，也没敢 对美联储下这么狠的手。1935年有个Humphrey判例，白纸黑字写着：美联储理事只有在"重大过失"且 和工作直接相关时，才能被罢免。 美国政坛从来不缺热闹，但最近美联储和总统之间的"互撕"，简直让全世界都看呆了。过去几个月，共 和党把国会攥得死死的，民主党几乎没了声音，特朗普不光把总统权力玩出了新花样，还把美国传了多 年的政治规矩搅得一团糟。这边大家还在琢磨，他那"关税大棒"到底能不能砸出实际效果，那边他又把 手伸向了美联储，硬是把本该独立干活的央行，当成了自己能随便用的"提款机"。 这场较量里，不只是白宫和美联储两大权力机构在掰手腕，更是在考验美国的制度信誉，甚至牵动着全 球金融秩序的神经。其实特朗普盯着美联储也不是一天两天了，甩锅、施压、公开埋汰美联储主席鲍威 尔，早就成了他的日常操作。更让人咋舌的是，8月底他突然"闪电开除"了美联储 ...

Core Viewpoint - The article discusses the implications of Trump's push for a legal stablecoin plan, suggesting it may undermine the Federal Reserve and shift the currency issuance power to private enterprises closely linked to Trump's family [2][5][12]. Group 1: Legalization of Stablecoins - Trump's team is promoting a legal stablecoin plan as part of the economic strategy for the 2024 campaign, aiming to integrate it into the dollar system [2][4]. - The stablecoins currently in circulation are primarily dollar-pegged, but this is seen as a facade, as they are actually backed by U.S. Treasury bonds, which rely on the Federal Reserve's credit [5][7]. Group 2: Implications for the Dollar System - The move to legalize stablecoins is perceived as a way to transfer the dollar's currency issuance authority from the Federal Reserve to private companies, many of which have ties to Trump's family [5][12]. - The U.S. national debt has surpassed $36 trillion, with annual interest payments exceeding $1 trillion, raising concerns about the sustainability of the dollar-backed stablecoins [7][10]. Group 3: Global Financial Dynamics - The article draws parallels between the current U.S. situation and historical instances in China, suggesting that the U.S. is attempting to create a new financial order while other countries, particularly China, are distancing themselves from the dollar system [10][12]. - China's reduction of U.S. Treasury holdings from $1.3 trillion to under $700 billion indicates a significant shift away from reliance on the dollar [10]. Group 4: Future of Stablecoins - There is speculation that stablecoins may eventually detach from the dollar and anchor to other assets, leading to a shift in global financial dynamics from rule-based to trust-based systems [12][14]. - The emergence of cryptocurrency companies linked to Trump's camp suggests a potential privatization of the global financial order, raising questions about the trustworthiness of such initiatives [12][14].

Core Viewpoint - The article discusses the declining confidence in U.S. Treasury bonds, highlighting China's recent sale of $18.9 billion in U.S. debt, reducing its holdings to $765.4 billion, and the implications of this financial maneuvering in the context of global economic stability [1][3][18]. Group 1: U.S. Economic Challenges - The U.S. economy has not fully recovered since the 2008 financial crisis, with GDP growth remaining weak and manufacturing shrinking [5][7]. - The U.S. government faces escalating fiscal deficits, with national debt approaching astronomical figures, raising concerns about potential bankruptcy [7][9]. - U.S. policies, including sanctions and the weaponization of the dollar, have led to a loss of trust in the stability of the U.S. financial system, causing global investors to reconsider the value of U.S. Treasury bonds [9][10]. Group 2: China's Strategic Moves - China has been gradually reducing its holdings of U.S. Treasury bonds, with a recent sale of $18.9 billion reflecting a strategic shift to mitigate risk [18][20]. - The reduction in U.S. debt holdings is part of a broader strategy to diversify investments and avoid over-reliance on U.S. assets, as the global financial landscape evolves [22][24]. - China's approach indicates a keen awareness of global market trends, focusing on investments in emerging sectors rather than solely on U.S. debt [22][24]. Group 3: Japan's Dilemma - Japan holds a significant amount of U.S. Treasury bonds, but its economic position limits its ability to reduce these holdings without facing repercussions from the U.S. [16][26]. - Despite recognizing the risks associated with U.S. debt, Japan's dependence on the U.S. for military and economic support complicates its financial decisions [16][26]. - Japan's situation illustrates the challenges faced by countries caught between the need for economic security and the risks of holding U.S. debt [26][28].