货币

Search documents
深度解读 | 稳定币随时颠覆金融体系,有望终结美元霸权?
Sou Hu Cai Jing· 2025-07-08 04:14
Core Viewpoint - The implementation of Hong Kong's Stablecoin Regulation on August 1 is expected to transform the financial system, enhancing cross-border remittance efficiency and reducing reliance on traditional banking systems like SWIFT [1][3]. Group 1: Stablecoin Overview - Stablecoins are a type of cryptocurrency whose value is pegged to fiat currencies or commodities, making them less volatile compared to other cryptocurrencies [3]. - The global legislative interest in stablecoins is rising, with various countries, including the US and UK, advancing their own regulations [3]. Group 2: Advantages of Stablecoins - Stablecoins can mitigate geopolitical risks by providing a stable value without the need for traditional banking transactions, potentially serving as an alternative to SWIFT for cross-border transactions [3][5]. - Transactions using stablecoins are faster and cheaper compared to traditional banking systems, with blockchain technology enabling transaction confirmations in about one minute, significantly reducing settlement times and costs [6]. Group 3: Market Implications - The clarity in stablecoin regulations has led to increased interest in related stocks in both US and Hong Kong markets, with a list of companies involved in stablecoin issuance and technology emerging [7]. - Major companies like Circle, Coinbase, and PayPal are actively involved in the stablecoin space, indicating a growing market presence [7]. Group 4: Impact on the Renminbi - The development of stablecoins could bolster the international status of the Renminbi, with Hong Kong potentially serving as a testing ground for Renminbi-linked stablecoins [8][10]. - Recent data shows that the Renminbi's share in bilateral trade settlements has reached over 30%, suggesting a growing acceptance that could be further enhanced by stablecoin initiatives [10]. Group 5: Challenges and Considerations - Despite the potential benefits, the international recognition of the Renminbi still depends on its inherent attractiveness, which is currently challenged by concerns over China's debt levels and economic stability [10]. - Structural reforms and easing of currency controls are necessary to enhance the appeal of Renminbi assets in the global market [10].
监管发布风险提示:警惕以稳定币等名义实施非法集资
Zhong Guo Jing Ying Bao· 2025-07-08 03:32
Core Viewpoint - The recent focus on stablecoins has led to warnings from regulatory bodies about the risks of illegal fundraising and fraudulent activities associated with them [1][4]. Group 1: Regulatory Concerns - The Shenzhen Municipal Financial Management Bureau issued a warning about illegal fundraising activities disguised as stablecoin investments, highlighting the risks of scams and financial crimes [1]. - Regulatory measures in China primarily prohibit cryptocurrency trading and restrict banks from providing settlement services for such transactions [2]. - Other regions, including Hong Kong and the U.S., have introduced regulations requiring stablecoin issuers to obtain licenses and adhere to local laws, even for overseas operations [2][3]. Group 2: Market Risks - The potential volatility of stablecoins can lead to significant market panic, especially if a large number of holders attempt to redeem their stablecoins for fiat currency simultaneously [3]. - The lack of interest payments to stablecoin holders and the need for regulatory oversight of the investment areas of stablecoin issuers are critical issues that need addressing [3]. Group 3: Public Awareness and Education - Experts emphasize the importance of public understanding of stablecoins, advising potential investors to avoid participation without adequate knowledge [4]. - The Shenzhen office for combating illegal financial activities warns that institutions engaging in fundraising without proper authorization are operating illegally and may lead to significant financial losses for investors [5].
金十图示:2025年07月08日(周二)全网加密货币实时爆仓数据
news flash· 2025-07-08 00:03
金十图示:2025年07月08日(周二)全网加密货币实时爆仓数据 238.80元美元 238.33万美元 203.95万美元 ~1709.93元元 ~1713.32万元 ~1463.27万元 ▸交易所爆仓信息(4小时) | 交易所 | 爆仓金额 (美元) | 多单爆仓 (美元) | 空单爆仓 (美元) | 多空占比 | | --- | --- | --- | --- | --- | | Binance | 995.02万 | 852.69万 | 142.33万 | 85.7%做多 | | Bybit | 634.14万 | 532.74万 | 101.39万 | 84.01%做多 | | OKX | 292.24万 | 275.31万 | 16.93万 | 94.21%做多 | @ JIN10.COM 金十数据 |一个交易工具 ...
A股稳定币概念股持续走强,香港目标今年内可发出稳定币牌照
Guang Zhou Ri Bao· 2025-07-07 16:30
7月7日,A股市场震荡调整,上证指数尾盘翻红,收涨0.02%报3473.13点。A股全市场超3200只个股上 涨,全日成交1.23万亿元。从板块来看,电力、电网股逆势爆发,稳定币概念股再度活跃。 稳定币的市场热度持续走高,也让多个监管部门和国际金融组织对其发出风险提示。香港特区政府财经 事务及库务局局长许正宇最新发言表示,香港批出的稳定币牌照数会是"个位数",目标今年内可发出牌 照。 香港批出的稳定币牌照会是个位数 Wind数据显示,7月7日,稳定币指数收盘上涨3.24%,海联金汇、京北方涨停,恒宝股份、拉卡拉等涨 幅居前。 消息面上,据央视新闻报道,香港《稳定币条例》8月生效,香港特区政府财经事务及库务局局长许正 宇7日表示,香港金管局目前就落实条例指引咨询市场,该指引本月内公布,具体内容将涉及反洗钱及 其他相关要求。 许正宇亦表明批出的稳定币牌照数目会是个位数,盼于条例生效后能够收到申请,目标今年内可发出牌 照。至于有金融机构取得牌照后,是否能够发行与人民币挂钩的稳定币,他说若牵涉其他司法权区的货 币,则要与相关机构讨论。 事实上,近期多个监管部门和国际金融组织对稳定币引发的市场热潮进行风险提示。香港金融 ...
美股三大指数集体低开 特斯拉跌超7%
news flash· 2025-07-07 13:33
美股三大指数集体低开 特斯拉跌超7% 智通财经7月7日电,美股三大指数集体低开,道指跌0.17%,纳指跌0.46%,标普500指数跌0.3%。特斯 拉跌超7%,此前马斯克宣布"美国党"成立;部分加密货币概念股冲高,Bit Digital涨超12%,SharpLink Gaming涨超5%,Circle涨超2%。 ...
加密货币公司Bit Digital将全部加密货币资产转移至以太坊。公司出售280个比特币,使用所得资金购买了更多的以太坊。
news flash· 2025-07-07 13:09
加密货币公司Bit Digital将全部加密货币资产转移至以太坊。公司出售280个比特币,使用所得资金购买 了更多的以太坊。 比特币/美元 以太坊 ...
山寨币季或将到来 xaut今日价格人民币共振下的XBIT加密市场最新机遇
Sou Hu Cai Jing· 2025-07-07 12:28
图源:币界网 币界网7月6日讯,近年来,加密货币市场经历了剧烈的波动与调整,而当前的市场环境正呈现出前所未 有的积极信号。随着美国大规模支出法案的签署、美联储货币政策的转向,以及比特币主导地位的下 降,XBIT去中心化交易所平台分析师们纷纷预警:加密货币历史上最大的"山寨币季"可能即将到来。 这一轮潜在的市场爆发,不仅可能重现2020年山寨币600%的涨幅,甚至可能超越历史峰值。 图源:币界网 2024年,美国刚刚签署了规模高达3.3万亿美元的支出法案,这是自2020年疫情刺激计划以来最大规模 的财政刺激。与此同时,美联储的资产负债表在经历了两年的紧缩后,首次出现四周正增长,这意味着 市场流动性正在重新扩张。XBIT历史数据表明,每当美联储放松货币政策,风险资产尤其是加密货币 市场往往会迎来强劲反弹。 2020年,1.4万亿美元的刺激计划直接推动了山寨币市场暴涨600%。如今,加密货币市场(不包括比特 币)的市值略低于1.14万亿美元,接近历史阻力位,而流动性环境的改善可能成为新一轮上涨的导火 索。如果历史重演,本轮山寨币季的涨幅可能会远超以往。 币界网报道,比特币的主导地位(BTC.D)是衡量加密货币市场资 ...
部分加密货币概念股盘前冲高 Bit Digital涨超10%
news flash· 2025-07-07 09:25
部分加密货币概念股盘前冲高, Bit Digital涨超10%, SharpLink Gaming涨近6%, Circle、 IREN Ltd 涨 超2%;Rocket Lab涨近5%,10个交易日升近30%; 脑再生科技再升超18%,年初至今累涨逾175倍。 ...
“稳定币”唯一真龙现身!蚂蚁+华为+京东三重护法,章盟主、陈小群火力全开,潜力远超恒宝!
Sou Hu Cai Jing· 2025-07-07 08:37
稳定币第二波超级行情即将引爆!百万亿级赛道如何成为大A下一个十倍主线? 各位注意! 大A的每一次大行情都始于一个"大故事",而2025年最可能引爆十倍主线的超级题材,非稳定币莫属! 这个横跨中美、波及全球经济的百万亿级赛道,正以"数字经济基础设施"的姿态,成为各国巨头争夺的下一个制高点。 稳定币为何能成为超级主线? 全球性+万亿级市场,符合大行情核心逻辑 范围极广:从老美跨国企业到我国零售/科技巨头,全球资本正疯狂申请稳定币牌照。高盛、摩根士丹利等机构已明确布局,将其视为"降本增效+抢占未 来"的关键抓手。 市场空间超百万亿:仅跨境支付场景便蕴含万亿级需求,更不用提其作为"现实世界与加密世界桥梁"的无限想象空间。 政策催化密集,2025年8月成关键节点 香港《稳定币条例》生效:全球首个监管框架落地,为稳定币商业化铺路。 央妈顶层规划推动:制度与工具革新同步进行,中国或将成为稳定币创新的核心试验场。 跨境支付:稳定币最大的应用场景与安全命门 安全性是商业化基础:作为连接现实与加密世界的桥梁,稳定币需解决反洗钱(AML)、合规审查等核心问题。香港条例明确要求发行方需100%储备金 支持,并接受发钞行级监管。 如何 ...
复旦大学郑长忠:稳定币,影响数字时代全球金融格局的新棋子
Guan Cha Zhe Wang· 2025-07-07 07:13
Core Viewpoint - The rise of stablecoins is reshaping the global financial landscape in the digital age, reflecting a dual tension between market credit and state credit, and leading to a new equilibrium in monetary functions and governance [1][2][10]. Group 1: Nature of Stablecoins - Stablecoins represent a compromise between market and state credit, allowing for the issuance of "quasi-currency" under regulatory frameworks in places like the US and Hong Kong [11]. - The evolution of stablecoins has transitioned from algorithmic stability and collateralized assets to a mainstream model anchored by fiat currencies, indicating a reliance on state credit for stability [10][11]. Group 2: Impact on Global Financial System - Stablecoins may lead to a redefinition of monetary functions, pushing sovereign currencies to reassess their roles and promoting a "functional division" in the global monetary system [12]. - The distribution of financial power could shift, with the potential emergence of a multi-currency system comprising "sovereign currencies + scenario-based stablecoins," challenging the dominance of a single currency [13]. - Stablecoins signify a transformation in the relationship between state, market, and technology, suggesting that monetary power is no longer solely state-controlled but is influenced by technological intermediaries [14]. Group 3: US Interest in Stablecoins - The US's enthusiasm for stablecoins is closely tied to maintaining the dollar's dominance, as stablecoins can convert market credit into monetary power, especially in light of rising national debt [15][16]. - The use of short-term US Treasury bonds as collateral for stablecoins could alleviate liquidity pressures on US debt, reinforcing the dollar's global status [15]. - The US is positioning itself to dominate the "metaverse currency" landscape, with stablecoins potentially becoming the universal currency in digital economies, thereby extending dollar hegemony into the digital realm [18]. Group 4: China's Strategic Response - China should develop a stablecoin strategy that aligns with its economic context, focusing on supply chain advantages and ensuring that stablecoins serve the real economy [19][20]. - Collaboration between stablecoins and the digital yuan is essential, with both aiming to enhance the integration of digital and real economies [20]. - A strategy of "innovation-led + inclusive collaboration" is recommended for developing a stablecoin ecosystem that balances risk and efficiency while leveraging China's manufacturing strengths [21].