智通财经APP获悉，加密货币ETF及概念股继续下挫，截至发稿，博时以太币(03009)跌6.77%，报1.624 港元；华夏以太币(03046)跌6.67%，报5.04港元；华夏比特币(03042)跌5.83%，报8.8港元；迷策略 (02440)跌8.88%，报1.54港元。 消息面上，比特币价格近期持续走弱，周三在纽约尾盘一度跌至71739美元，为约15个月来首次跌破 72000美元。相较去年10月的峰值，比特币累计回撤已超过42%，年内跌幅约17%，价格滑落至2024年 11月6日以来最低水平。去中心化预测平台Polymarket的合约交易反映出投资者情绪明显偏空。该平台 数据显示，市场目前隐含比特币今年跌至6.5万美元的概率高达82%，这一水平较现价仍低约13%。 ...

周一，特朗普政府在白宫主持召开了一次会议，召集了加密货币和银行业贸易团体，但谈判最终未能就 如何解决关键争议点达成任何协议。 据知情人士透露，近日加密货币公司提出了一些可能的妥协方案。部分知情人士称，这些方案包括要求 稳定币发行方将其部分准备金(即支持其虚拟资产的资金)存放在社区银行。另一位知情人士表示，还有 一项提议是简化社区银行发行自有稳定币的流程。他们强调，双方尚未就解决方案达成一致。目前尚不 清楚这些提议是否足以解决银行对客户提取存款的担忧。 参议院银行委员会主席Tim Scott周三告诉媒体，他仍然希望这两个阵营能够达成平衡。他说："我们既 可以保护消费者和社区银行，又能通过创新和竞争降低价格、扩大市场覆盖面。双方都在努力寻求妥协 方案，以确保创新留在美国。" 智通财经APP获悉，数周以来，加密货币公司一直在努力争取持怀疑态度的银行的支持，以挽救一项可 能重塑市场关键部分的全面数字资产法案。现在，这些加密货币公司正在就争议的核心领域——稳定币 ——做出新的让步。据知情人士透露，新的提案包括赋予社区银行在稳定币系统中更大的作用——例如 通过合作持有准备金或发行代币。 尽管并非所有加密货币公司都认同这些 ...

截至北京时间7：15左右，黄金市场迎来重大突破，黄金价格重新站上5000美元关口，展现出强劲的上 涨动力。与此同时，白银也不甘示弱，同步走强。现货白银小幅上涨，报89.08美元/盎司，COMEX白 银更是涨超4%，为贵金属市场注入了一剂强心针。这一波涨势背后，地缘政治局势的微妙变化成为了 重要的推动因素。 比特币的暴跌也引发了市场对其是否具备"数字黄金"属性的质疑。长期以来，比特币被部分投资者视 为"数字黄金"，具有避险和保值的功能。但此次价格的大幅下滑，让这一观点受到了严峻挑战。Pimco 公司董事总经理普拉莫尔·达万表示，比特币"数字黄金"的叙事有所减弱，其价格下滑表明加密货币"并 非一场货币革命"。不少币圈人士也已在给2026年的加密走势预期降温，市场对加密货币的信心正遭受 重创。 在这场金融市场的"冰火两重天"中，投资者们面临着艰难的抉择。贵金属市场的强势上涨是否能够持 续，加密货币市场的抛售潮又是否会进一步加剧，这些问题都成为了市场关注的焦点。未来金融市场的 走向，仍有待进一步观察。 美股频道更多独家策划、专家专栏，免费查阅>> 据央视新闻报道，在多位中东领导人当日下午紧急游说特朗普政府放弃退出谈判 ...

Core Viewpoint - Gold and silver prices surged, with gold surpassing the $5000 mark and silver rising to $89.08 per ounce, indicating a strong market response to geopolitical developments [1][2]. Group 1: Precious Metals - As of February 5, gold was priced at $5011.79, reflecting an increase of 0.88% and a year-to-date rise of 16.06% [2][5]. - Silver was priced at $89.08, with a slight increase of 0.44% and a year-to-date rise of 24.45% [2][5]. - COMEX gold reached $5015.90, up 1.31% with a year-to-date increase of 15.00%, while COMEX silver rose by 4.39% to $88.10, with a year-to-date increase of 24.12% [2][5]. Group 2: Cryptocurrency Market - Bitcoin experienced a significant decline, dropping nearly 4% to $72646, while Ethereum (ETH) and XRP also fell over 4% [2][3]. - The total market capitalization for Bitcoin was reported at $1015.73 billion, with a 24-hour trading volume decrease of 10.85% [3][6]. - Over the past 24 hours, more than 140,000 traders faced liquidation, indicating a turbulent trading environment [2][4]. Group 3: Market Sentiment - The recent drop in Bitcoin's price has raised questions about its status as "digital gold," with some analysts suggesting a potential "crisis of confidence" in cryptocurrencies [7]. - Pimco's managing director expressed that the narrative surrounding Bitcoin as "digital gold" is weakening, suggesting that the cryptocurrency may not represent a monetary revolution [7].

Core Viewpoint - Bitcoin prices have been declining, reaching the lowest level since Trump's presidency, with further downside risks anticipated for the year based on market predictions [1] Group 1: Bitcoin Price Movement - Bitcoin has retraced approximately 40% since hitting a historical high of over $126,000 in October last year, currently priced around $73,200 [3] - The Polymarket platform indicates an 82% probability that Bitcoin will drop to $65,000 this year, which is about 13% lower than the current price [3] - There is a 60% chance of Bitcoin falling below $55,000, while the probability of it rebounding to $100,000 has decreased from 80% to 54% since the beginning of the year [3] Group 2: Market Sentiment and Dynamics - The current market sentiment is predominantly bearish, reflecting a failure of Bitcoin to act as a safe-haven asset [4] - Following a significant market crash last October that led to the liquidation of billions in leveraged positions, the overall sentiment in the crypto market has remained low [4] - Recent sell-offs have further exacerbated the negative market outlook [4] Group 3: Market Capitalization and Investment Trends - The total market capitalization of the global cryptocurrency market is approximately $2.5 trillion, down significantly from over $4 trillion last October [5] - The outflow of funds from crypto ETFs has been notable, with nearly $4 billion in net outflows over the past three months [5] - Analysts have observed that average traders are currently in a state of loss, indicating a challenging environment for investors [5] Group 4: Diverging Predictions - There is a stark contrast between the predictions from the prediction markets and some bullish views from Wall Street, with notable investors like Tom Lee previously forecasting Bitcoin could rise to between $150,000 and $200,000 [5] - Despite some institutions lowering their forecasts, they still anticipate Bitcoin could reach $150,000 by the end of the year, betting on a significant market rebound [5]

一夜过后，全球市场又陷入危险之中： - 美股科技股抛售加剧，纳斯达克100指数遭遇自去年10月以来最严重的两日暴跌。并跌破100日移动均 线，一些技术分析师认为，这一水平预示着未来可能出现更多下跌。 - 比特币也延续下跌势头，向70000美元整数水平试探。 - 与此同时，黄金回吐当日大部分涨幅，仅微幅上涨。 - 美元指数则转而上涨，收复了1月23日以来的跌幅。 这一轮下跌有两个明显特点： 来源：华尔街情报圈 第二，美元出现明显上涨，过去"美元下跌，万物上涨"的旧公式失效了。 美元不是因为"美国多好"才涨的，而是资金在撤、在避险，这对科技股、比特币、高估值资产是天然压 制。 更为关键的是，昨晚（北京时间00:39）美国财长贝森特说了一句"我们始终支持强势美元政策"。这句 话，本质是"给市场画了一条红线"。等于在告诉市场，不要指望通过美元贬值来缓解金融压力，美元不 再承担"稳定资产价格"的功能。 但这并非是一轮危机，正如我们今天在《环球市场策略》中所言： 如果这是系统性危机债市会暴动，收益率会大涨，但这一幕并没有发生，2年期美债收益率 还微跌。说明这并非危机，仅仅是市场层面的资产重新定价。 我们将这轮行情的"危险 ...

Crypto markets are sliding again, and this time the selloff feels uneven in a way that traders cannot ignore. Bitcoin eased about 2%, while Ethereum and many large coins followed lower, yet money has not flowed out evenly across the ecosystem. Some corners still show activity and steady trading, while others feel almost empty, which creates a very different environment from past downturns. When liquidity spreads unevenly, prices react faster and exits become harder. A small drop can turn into a deeper fa ...

If you traded or earned cryptocurrency in 2025, you’re about to enter a new tax landscape. With the IRS rolling out new forms and tightening reporting rules, even small errors can lead to audits or unexpected bills. Tax experts explained seven red flags that signal you might be making costly crypto tax mistakes, and what to do about them. 1. Ignoring Missing or Incomplete 1099-DA Forms In early 2026, investors will receive Form 1099-DA for the first time ever for any sales or exchanges during 2025 that ...

根据CoinGecko数据，自1月29日以来，加密货币总市值已缩水4676亿美元。尽管白宫对加密货币展现 支持的立场、机构的采纳也在加速，比特币仍较去年10月初的历史纪录水平下跌了约40%。FxPro首席 市场分析师Alex Kuptsikevich在报告中表示："尽管周三开盘以来出现了一些反弹，但局部高点与低点持 续下移表明，市场仍以'逢涨卖出'为主导。" ...

全球最大稳定币发行商Tether的5000亿美元估值目标遭遇投资者抵制，随后大幅下调融资规模预期。 Tether原计划融资150亿至200亿美元，但顾问方目前考虑将融资额降至最低50亿美元，凸显市场对其天 价估值的质疑。 据英国金融时报周三报道，Tether首席执行官Paolo Ardoino在接受采访时淡化融资规模，称最初的150亿 至200亿美元目标是"误解"。他表示，"这个数字不是我们的目标，而是我们准备出售的最大额度。如果 我们一股不卖，我们也会非常高兴。"这一表态与该公司去年启动的雄心勃勃的融资计划形成鲜明对 比。 投资者对5000亿美元估值表示担忧，这一估值将使Tether跻身OpenAI、Anthropic、SpaceX和字节跳动等 顶级私营公司行列。尽管Tether去年利润约100亿美元，但2025年利润同比下降23%，盈利能力面临考 验。 加密货币市场在过去六个月大幅下跌，交易员纷纷撤离投机性资产，进一步削弱了投资者对高估值加密 项目的兴趣。 估值争议成融资最大障碍 据知情人士透露，Tether的顾问在与潜在投资者接触后，面临明显阻力。5000亿美元的估值目标引发广 泛质疑，投资者私下对这一 ...