Core Viewpoint - Bitcoin price surged to a historical high of $112,052.24, driven by a strong rebound in technology stocks led by Nvidia, with a closing price around $110,947.49 [1][2] Group 1: Bitcoin Market Dynamics - Bitcoin's price is closely tied to overall market sentiment, often rising when investors show increased risk appetite and invest in growth assets [2] - In Q2, the number of companies purchasing Bitcoin exceeded the net inflow of Bitcoin ETFs, indicating strong institutional interest [1] - Despite a narrow trading range in recent weeks, Bitcoin's cumulative increase over the past month was approximately 2% [1] Group 2: Future Outlook - There is widespread expectation that Bitcoin will continue to reach new highs in the second half of 2024, as more companies incorporate Bitcoin into their financial reserves and U.S. Congress moves closer to passing cryptocurrency regulatory legislation [2] - The upcoming "Cryptocurrency Week" in Washington and a generally optimistic market sentiment could push Bitcoin prices to $120,000 or higher [2] - The current open interest in call options significantly exceeds that of put options, suggesting a bullish sentiment among traders [2]

美国总统特朗普近日明确表示，他不希望国会在稳定币监管法案中加入任何额外条款，这一表态提升了 该法案快速通过的可能性，但也大大降低了包括Coinbase(COIN.US)在内的加密货币企业所期盼的更广 泛立法在短期内落地的机会。 本周早些时候，美国参议院以两党压倒性支持通过了名为"GENIUS法案"的稳定币监管法案。该法案明 确了对稳定币的监管权归属，并设定了其储备资产的具体要求。稳定币是一类通常与美元挂钩的加密货 币，被广泛用于支付和交易环节。 部分业界人士和国会议员一直希望能将GENIUS法案与涵盖数字资产交易所与经纪商监管框架的更广泛 法案合并立法，这也是加密平台如Coinbase长期推动的目标，他们认为目前美国对加密企业的监管规则 模糊不清。然而，特朗普本周在其社交平台TruthSocial上发文明确反对这一合并提议。 "众议院希望能闪电般通过'纯净版'GENIUS法案，"特朗普写道，"立即送到我桌上，不要拖延，不要添 加附加条款。" 尽管截至周五上午，众议院领导层仍未完全放弃尝试将两项法案合并的可能性，总统的强硬立场令此举 的政治风险大增。据一位知情人士透露，议员们担心若对参议院通过的法案进行修改，可 ...