Core Viewpoint - Tether Holdings SA, the largest issuer of stablecoins globally, has established a vault in Switzerland containing $8 billion worth of gold and is looking to expand its gold reserves [1] Group 1: Company Holdings - The company currently holds nearly 80 tons of gold, making it one of the largest holders of gold globally, aside from banks and nations [1] - The majority of the gold is directly held by Tether, reinforcing its significant position in the gold market [1] Group 2: Security and Operations - Tether's CEO, Paolo Ardoino, claims that the company's vault is the safest in the world, although the specific location and establishment date of the facility in Switzerland have not been disclosed for security reasons [1]

【导读】稳定币引爆市场，公募解读投资机会 "稳定币行情"再躁动。 7月8日，港股金涌投资盘中股价一度涨超650%，创下近年来罕见涨幅。市场异动的背后，是一则合作 公告的发布。就在前一天，金涌投资宣布和金融科技公司AnchorX签了个战略合作备忘录，重点是搞最 近很火的"稳定币"。 而在上一个交易日，A股、港股市场中，跨境支付、稳定币概念股等也集体走强。 在基金公司看来，作为锚定法定货币或大宗商品价值的加密货币，稳定币凭借储备资产与算法机制维持 价格稳定，既具备加密货币的便捷性和去中心化特点，又有相对稳定的价值。 北信瑞丰基金基金经理于军华表示，所谓的稳定币，是一种与信用货币或黄金等具有稳定性的储备资产 挂钩的数字货币，通常被认为是介于加密货币和法定货币之间的沟通桥梁，其目的在于保持法定货币与 加密货币之间交易时的价格稳定。 在于军华看来，法币稳定币本质上更接近传统的信用货币，安全效率高，但也是去中心化的。稳定币有 独立受监管的发行方，一般要定期接受审计。 稳定币有什么作用？ 华富基金认为，首先，作为锚定法定货币或大宗商品价值的加密货币，稳定币连接了现实世界与加密世 界；其次，是效率的巨大提升。稳定币能让跨境支 ...

而在上一个交易日，A股、港股市场中，跨境支付、稳定币概念股等也集体走强。 稳定币到底是什么？最近为何引爆资本市场行情？能否带来值得关注的投资机会？需要警惕 什么风险？ 针对这些问题，记者采访了多家基金公司。 【导读】稳定币引爆市场，公募解读投资机会 中国基金报记者 张燕北 孙晓辉 "稳定币行情"再躁动。 7月8日，港股金涌投资盘中股价一度涨超650%，创下近年来罕见涨幅。市场异动的背后， 是一则合作公告的发布。就在前一天，金涌投资宣布和金融科技公司AnchorX签了个战略合 作备忘录，重点是搞最近很火的"稳定币"。 高效、去中心化的稳定币 在基金公司看来，作为锚定法定货币或大宗商品价值的加密货币，稳定币凭借储备资产与算 法机制维持价格稳定，既具备加密货币的便捷性和去中心化特点，又有相对稳定的价值。 北信瑞丰基金基金经理于军华表示，所谓的稳定币，是一种与信用货币或黄金等具有稳定性 的储备资产挂钩的数字货币，通常被认为是介于加密货币和法定货币之间的沟通桥梁，其目 的在于保持法定货币与加密货币之间交易时的价格稳定。 在于军华看来，法币稳定币本质上更接近传统的信用货币，安全效率高，但也是去中心化 的。稳定币有独立受监 ...

墨西哥、智利、哥伦比亚货币延续跌势，跌至盘中低点。 ...

Core Viewpoint - The investment platform "DGCX Xin Kang Jia" has been identified as a fraudulent scheme, attracting approximately 2 million investors with a total involvement of 13 billion yuan, ultimately leading to its inability to process withdrawals and the founder's disappearance [1][5][9]. Group 1: Business Model and Operations - "DGCX Xin Kang Jia" operated under the guise of a virtual currency investment platform, promising daily returns of 1% and utilizing a multi-level marketing structure to recruit new investors [1][3][6]. - The platform falsely claimed to be affiliated with the Dubai Gold and Commodities Exchange (DGCX) and employed high-yield investment strategies to lure participants, which were later revealed to be part of a Ponzi scheme [5][9]. - Investors were encouraged to reinvest their earnings and recruit new members, with rewards structured based on the number of new recruits, creating a cycle of dependency on new investments for returns [6][10]. Group 2: Investor Experiences and Reactions - Many investors reported significant losses, with one individual claiming to have lost over 55,000 yuan (approximately 8,300 USDT) and others expressing frustration over their inability to withdraw funds [2][3]. - Despite the platform's collapse, some individuals continued to invest, demonstrating a willingness to engage in what has been termed a "fool's game" [4][11]. - The platform's operations ceased after it was reported that the founder had fled abroad, leaving investors without recourse [4][8]. Group 3: Regulatory and Legal Context - Multiple law enforcement agencies across various provinces have issued warnings about the risks associated with "DGCX Xin Kang Jia," highlighting its fraudulent nature and lack of regulatory approval [5][9]. - The operating entity, Guizhou Xin Kang Jia Big Data Service Co., Ltd., has been listed in abnormal business operations and has applied for deregistration, indicating its imminent closure [8][9]. - Legal experts have classified the platform's activities as illegal fundraising and fraud, emphasizing the need for investors to be cautious and informed about the legitimacy of investment opportunities [9][12].

Market Performance - A-shares and Hong Kong stocks experienced a collective surge, with the ChiNext leading the gains and a total trading volume of 1.47 trillion yuan in A-shares, up from 1.23 trillion yuan the previous day [1] - The photovoltaic industry chain saw a collective explosion, driving significant gains in the ChiNext, with multiple stocks hitting the daily limit [1] - Technology stocks also rose sharply, particularly in storage chip concepts and computing hardware, with several companies reaching historical highs [1] Factors Driving Market Growth - Two main reasons for the market surge: global market funds seeking safe havens, with the Hong Kong market becoming a significant attraction [3] - Positive news from the Hong Kong Securities and Futures Commission regarding the inclusion of RMB stock trading in the Stock Connect program, which is expected to boost trading volume [4] Industry Trends - The "anti-involution" concept is gaining traction, with discussions around reducing excessive competition in various industries, including power equipment, steel, and building materials [5][6] - The Central Economic Committee has deployed strategies to combat "involution," focusing on capacity monitoring and industry standards [5] Policy Implications - The "anti-involution" policy is expected to create thematic opportunities in sectors like power equipment and steel in the short term [6] - The focus of the "anti-involution" policy includes addressing structural issues in capacity and ensuring fair competition, with specific measures outlined for different industries [7][8] Future Outlook - The next steps for the "anti-involution" strategy will focus on macroeconomic supply-demand imbalances, particularly in sectors like new energy vehicles and photovoltaic components [9] - The policy aims to rely on industry self-regulation mechanisms, with expectations for more concrete measures to be introduced soon [9][10]

金十数据7月8日讯，德意志银行6月进行的一项调查显示，美国消费者是加密货币最大的使用群体，其 中以男性和年轻、富裕人群为主。上个月，美国的加密货币采用率为17%，高于英国的11%和欧盟的 10%。在美国18-34岁的年轻群体中，加密货币的采用率从1月的24%上升至6月的29%，这主要归因于市 场对特朗普支持加密货币政策前景的乐观情绪。在美国受访者中，富裕人群占加密货币采用者的32%。 此外，23%的美国男性表示他们将加密货币用于支付或个人投资，而女性这一比例为13%。男性消费者 普遍认为自己对比女性对加密货币的理解更为深入。 德银调查：特朗普政策加持，美国加密货币采用率有所增长 ...

美国证交会（SEC）文件显示，Truth Social加密货币蓝筹ETF首次配置比例为比特币70%、以太坊 15%、Solana 8%、Cronos 5%、瑞波币2%。 比特币/美元 以太坊 瑞波币 ...

Response welcomes progress but calls for more inclusive, globally aligned framework London, 8 July 2025 – 21Shares, one of the world’s leading issuers of crypto exchange-traded products (ETPs), has submitted its official response to the UK Financial Conduct Authority’s (FCA) Consultation Paper CP25/16, which proposes lifting the current ban on the sale, marketing, and distribution of crypto exchange-traded notes (cETNs) to retail clients admitted to UK recognised investment exchanges (UK RIEs). While 21Shar ...

A股复盘 | 迷茫 / 2025.07.08 A股总是出乎意料，涨得猝不及防，又又又来到3500点城下，希望这次一鼓作 气！ 好多小伙伴空仓吧！没事，炒A股总会遇到"别人大涨我空仓，别人止盈我进 场"的情况。 今天一上来特朗普就搞事，向 14 个国家致函，称要在8月1日大幅提高关税，其 中包括塞尔维亚、泰国和突尼斯等较小的出口国，连亲密盟友日韩豆征收25%的 关税。 摩根士丹利指出，如果新的关税税率生效，亚洲的加权平均关税将升至27%。 我们认为这是朝着战术升级的情景发展。 该机构指出，贸易紧张局势正在重新显现。这一发展，加上对制药和半导体行业 关税的潜在实施、与中国的谈判以及转运问题，表明不确定性可能会持续存在， 给企业信心、资本支出和贸易周期带来压力。 | 经济体 | 协议/发函日期 | GDP | 对美出口占 该国对美国 出口依赖度 | 美国对该国 进口依赖度 | | 对等关税税率 协定税率/信函税率 税率差异 | | 谈判进展 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 佳进协议 | | | | 英国 ...