每经AI快讯，7月30日，加密货币概念股盘初集体上行，BMNR涨超6%，MARA Holdings涨超4%，嘉 楠科技、Circle涨超3%，Coinbase涨超2%。 ...

Group 1 - Cryptocurrency concept stocks experienced a collective rise, with BitMine Immersion Technologies (BMNR.US) up over 7%, MARA Holdings (MARA.US) up over 5%, and other companies like 嘉楠科技 (CAN.US), Circle (CRCL.US), and Coinbase (COIN.US) also seeing increases [1] - A cryptocurrency task force established by former President Trump is set to release a policy report that will clarify the government's stance on critical issues such as tokenization and cryptocurrency legislation, which are vital for the digital asset industry [1] - Jito Labs' Chief Legal Officer, Rebecca Rettig, indicated that while some regulatory frameworks exist, the recommendations in the upcoming report are expected to serve as a roadmap for integrating cryptocurrency into the future economy [1]

加密货币公司Jito Labs的首席法律官Rebecca Rettig表示："尽管目前已有一些监管制度，或许这些制度 较为零散，或者在某些方面促进了行业发展，但我们预计报告中的建议将成为一份良好的路线图，指引 如何将加密货币打造成未来经济中持续重要的一部分。" 周三，加密货币概念股盘初集体上行，BitMine Immersion Technologies(BMNR.US)涨超7%，MARA Holdings(MARA.US)涨超5%，嘉楠科技(CAN.US)、Circle(CRCL.US)涨超3%，Coinbase(COIN.US)涨超 2%。消息面上，由美国总统特朗普组建的加密货币工作组将于当地时间周三发布政策报告，预计将阐 明政府在代币化、定义市场的加密货币立法等对数字资产行业至关重要的问题上的立场。 ...

格隆汇7月30日｜BMNR涨超6%，MARA Holdings涨超4%，嘉楠科技、Circle涨超3%，Coinbase涨超 2%。 ...

智通财经7月30日电，加密货币概念股盘初集体上行，BMNR涨超6%，MARA Holdings涨超4%，嘉楠 科技、Circle涨超3%，Coinbase涨超2%。 ...

Core Points - The Hong Kong Stablecoin Regulation will take effect on August 1, opening the licensing channel for stablecoin issuers [1] - The Hong Kong Monetary Authority (HKMA) will issue the first phase of licenses in early 2026, with a limited number of licenses to be granted [1][4] - The global stablecoin market is experiencing rapid growth, with a market size exceeding $250 billion as of June 2023 [9] Group 1: Regulatory Framework - The HKMA has released guidelines covering compliance, specificity, and sustainability for stablecoin issuers [4] - Compliance requirements include adherence to anti-money laundering regulations and local laws, especially for cross-border transactions [4] - The HKMA will verify the identity of stablecoin holders to mitigate money laundering risks [4][5] Group 2: Market Dynamics - The stablecoin market is currently dominated by Tether's USDT (60% market share) and Circle's USDC (24% market share) [9] - The compound annual growth rate of the stablecoin market has exceeded 80% over the past five years [9] - There is a significant demand for stablecoins in cross-border trade and investment, indicating a vast market opportunity [9][11] Group 3: Technological and Security Considerations - Companies are focusing on enhancing security measures for stablecoin transactions, including multi-party computation (MPC) to protect private keys [7][8] - The industry is encouraged to implement "programmable compliance" to embed regulatory requirements into smart contracts [8] Group 4: Future Outlook - The demand for stablecoins is expected to grow, particularly in payment services and banking sectors [12] - The potential for offshore RMB stablecoins is increasing, with expectations for significant growth in the offshore RMB market [14][16] - The integration of stablecoins into existing financial systems is anticipated to enhance the efficiency and security of cross-border payments [16]

Group 1 - The story of Sam Bankman-Fried (SBF) and FTX illustrates the rise and fall of a significant player in the cryptocurrency market, highlighting the intersection of technology idealism, utilitarian philosophy, and human weaknesses [2][4] - SBF's philosophy of Effective Altruism (EA) emphasizes using rational and efficient methods for charity, aiming for the "greatest good for the greatest number" [5][6] - SBF's approach to wealth generation was driven by the belief that earning money was a moral responsibility to fund charitable causes, leading to the establishment of Alameda Research and FTX, which rapidly grew to a valuation of $40 billion [6][7] Group 2 - The concept of "infinite games" versus "finite games" is introduced, with SBF claiming to play an infinite game aimed at enhancing human welfare, while his methods reflected a finite game mentality focused on winning at all costs [9][10] - The blurred lines between FTX and Alameda Research raised concerns, as FTX's initial funding came from Alameda, and the use of FTT tokens as collateral created a precarious financial situation [10][11] - The misuse of customer funds by Alameda, which were intended for high-risk investments and personal loans, ultimately led to the collapse of FTX, revealing a Ponzi-like scheme [11][12] Group 3 - The internal culture at Alameda, characterized by high intelligence but social challenges, fostered a reality distortion field that led to a disregard for ethical standards and risk management [12][13] - The collapse of FTX was triggered by a media report exposing Alameda's balance sheet, leading to a panic and a bank run that resulted in $6 billion in withdrawal requests within 72 hours [13][14] - The story serves as a cautionary tale about the dangers of placing too much trust in "genius narratives" and the importance of adhering to traditional financial rules, which are crucial for maintaining trust and stability in the market [15][16]

Group 1 - The cryptocurrency market is experiencing a downturn, with Dogecoin (DOGE) dropping 2.08% in 24 hours and 15.4% over the past week, attracting market attention [2] - The Federal Reserve's interest rate policy is a key variable affecting Dogecoin and the broader cryptocurrency market, with potential outcomes based on rate changes: a rate cut could stimulate retail participation, maintaining rates may lead to consolidation, and a rate hike could trigger further market declines [3][4][5] - Recent price movements of Dogecoin show significant volatility, with a trading volume of $918 million during a sell-off, indicating potential large investor activity and a possible foundation for a rebound if demand increases [6] Group 2 - Short-term outlook for Dogecoin appears cautiously optimistic, with critical price levels to watch: if it can hold above $0.223 and rise to $0.241, it may retest $0.260; however, a drop below support could see it fall to the $0.215-$0.218 range [7] - Investors should closely monitor U.S. inflation data and Federal Reserve statements, as macroeconomic headwinds may exacerbate short-term volatility [8]

与此同时，加拿大、欧元区等主要经济体已先行一步。欧洲央行在7月降息25个基点，加拿大央行表示将"进入观察期"，日元汇率持续走强亦被视作日本可 能调整负利率政策的前奏。这种政策转向或将推动全球资金从"现金为王"重新向"风险再配置"过渡。 而Crypto市场，历来就是对预期变化最敏感的风险资产之一。以比特币为例，其历史上三轮主要上涨周期均发生在货币政策由紧转松的区间（2013、2017、 2020年）。流动性回暖背景下，市场的"投机空间"与"估值弹性"将快速打开。 刚刚过去的FOMC会议上，美联储维持利率在5.25%-5.5%不变，同时下调年内加息预期。尽管并未明确表态降息路径，但市场已经开始押注政策拐点将至。 与之对应，全球风险资产同步回暖：美股再创新高，黄金反弹，比特币短线升破69,000美元，以太坊重回3800上方。多项链上数据显示，加密市场正在悄然 蓄力。 以太坊 从鲍威尔的讲话来看，尽管核心通胀仍高于2%的目标区间，但"通胀路径向好"已经成为美联储当前研判的主旋律。6月CPI数据同比上涨3%，创下2021年以 来最低水平，PPI与核心通胀也出现同步放缓。高盛、高纬环球等机构预测，美联储可能在2024年末 ...

智通财经APP获悉，美国监管机构批准了一项关键流程，使加密货币交易所交易产品(ETP)与传统同类 产品更趋一致，这再次表明数字资产正获得更多主流认可。周二，美国证券交易委员会(SEC)授权加密 货币ETP采用"实物申赎"机制——这与此前要求的"纯现金"模式形成重大转变。 总体而言，这只是一项技术性调整，却标志着数字资产向融入主流金融体系又迈进了一步。短期内，它 不会对终端投资者产生影响，但对ETF从业者而言，监管机构的认可消除了加密货币"二等资产"的标 签。 "采用实物申赎机制只会让ETP的'管道设施'更完善，"鲍尔丘纳斯说，但"对终端投资者不会有实质影 响。" SEC还表示，将以"中性评估"原则批准其他加密货币相关产品，包括拟持有比特币与以太币等混合资产 的申请。该机构还提到，将增加部分ETP的期权品种，并提高持仓限额。 "最关键的意义在于象征性——这意味着新的风向已经到来，"彭博情报高级ETF分析师埃里克·鲍尔丘纳 斯表示，"詹斯勒领导的SEC本不愿让此事发生。这是SEC向更支持加密货币方向迈出的第一步，后续 还会有更多动作。" 自数十只跟踪比特币和以太币的基金推出以来，加密货币ETP一直被限制为纯现金申 ...