虚拟货币

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巨头入局意义重大,蚂蚁、苹果、亚马逊都有动作,香港《稳定币条例》8月1日正式生效
Xuan Gu Bao· 2025-06-16 08:38
Group 1 - The Hong Kong Special Administrative Region announced that the "Stablecoin Regulation" will take effect on August 1, 2025, requiring anyone issuing fiat-backed stablecoins in Hong Kong to apply for a license from the Financial Management Commissioner [1][2] - Licensed entities must store reserve assets in custodians recognized by the Hong Kong Monetary Authority (HKMA) and must have a minimum paid-up capital of at least HKD 25 million [2] - The HKMA will expedite the processing of license applications to allow qualified applicants to commence their business operations [2][3] Group 2 - Major global companies such as Apple, X, Airbnb, and Google are exploring stablecoin integration to reduce transaction costs and enhance cross-border payment capabilities [6] - Retail giants like Walmart and Amazon are considering issuing their own stablecoins in the U.S., potentially saving billions in transaction fees and improving settlement times [6] - Ant Group is preparing to apply for stablecoin licenses in Singapore and Hong Kong, which could significantly enhance cross-border payment efficiency [7] Group 3 - The stablecoin industry has seen a surge in interest following legislative developments, with stocks related to stablecoins experiencing significant gains [8] - The stablecoin industry chain includes companies like Sifang Chuangxin, Langxin Group, and Xiexin Nengke, which are positioned to benefit from the regulatory framework [10] - Various application scenarios for stablecoins include cross-border payments, supply chain finance, and retail payments, with representative companies identified for each sector [10]
虚拟货币未来如何良性发展?孙宇晨:建立“司法-监管-行业”三方合作的管理体系
Sou Hu Cai Jing· 2025-06-15 08:39
Core Viewpoint - The announcement of Trump's personal meme coin TRUMP has sparked significant interest in the cryptocurrency market, highlighting the growing visibility of virtual currencies among the general public and raising legal and regulatory challenges in the sector [1] Group 1: Legal Challenges and Perspectives - The academic and industry perspectives on the handling of virtual currency crimes were discussed at a seminar hosted by Southwest University of Political Science and Law, emphasizing the difficulties in investigation, prosecution, and evidence preservation [2] - Experts noted the conflicting legal recognition of virtual currencies, where civil law protects virtual property, but regulatory notices undermine its value, leading to confusion in judicial practices [2][3] - A case was cited where a theft of $100 million in virtual currency was not prosecuted as a property crime due to legal ambiguities, highlighting the need for clearer legal definitions [3] Group 2: Global Regulatory Framework for Stablecoins - From 2023 to 2025, there has been a noticeable acceleration in the regulation of stablecoins globally, with the U.S. requiring 100% reserve backing and regular audits, while Hong Kong is testing deposit tokenization through a regulatory sandbox [4][5] - The dual legal identity of stablecoins poses regulatory challenges, as they must comply with both payment service regulations and securities laws depending on their use [5] Group 3: Compliance and Industry Collaboration - The blockchain industry is shifting from resisting regulation to embracing compliance, with TRON leading initiatives to combat financial crime through partnerships with other organizations [7] - The speed of freezing criminal funds has significantly improved, with over $150 million in assets frozen in the first year of collaboration with global law enforcement [8] Group 4: Future Outlook and Dynamic Balance - The management approach for virtual currencies is evolving from outright bans to a combination of regulation and innovation, as demonstrated by TRON's market share growth through compliance and competitive advantages [9] - Key proposals for future regulatory frameworks include pilot programs for compliant asset liquidation in specific regions, differentiated regulation for mainstream and non-valuable coins, and enhanced collaboration with law enforcement through blockchain data access [10][11][12]
金十图示:2025年06月10日(周二)美盘市场行情一览
news flash· 2025-06-10 13:48
Group 1: Precious Metals - Spot platinum (XPTUSD) is priced at 1221.420, showing an increase of 5.890 or 0.48% [2] - Spot palladium (XPDUSD) is priced at 1065.840, reflecting a decrease of 2.970 or 0.28% [2] - Gold (COMEX) is trading at 3368.700, up by 22.000 or 0.66% [2] - Silver (COMEX) is priced at 36.800, down by 0.105 or 0.28% [2] Group 2: Foreign Exchange - Euro to US Dollar (EURUSD) is at 1.144, increasing by 0.22% [3] - British Pound to US Dollar (GBPUSD) is at 1.353, decreasing by 0.17% [3] - US Dollar to Japanese Yen (USDJPY) is at 144.513, down by 0.06% [3] - Australian Dollar to US Dollar (AUDUSD) is at 0.653, up by 0.18% [3] - US Dollar to Swiss Franc (USDCHF) is at 0.821, down by 0.08% [3] Group 3: Cryptocurrencies - Bitcoin (BTC) is priced at 109015.700, down by 1247.320 or 1.13% [4] - Litecoin (LTC) is at 90.880, increasing by 0.150 or 0.17% [4] - Ethereum (ETH) is priced at 2720.590, up by 40.450 or 1.51% [4] - Ripple (XRP) is at 2.286, down by 0.035 or 1.51% [4] Group 4: Treasury Bonds - The yield on the 2-year US Treasury bond is 3.987, down by 0.016 or 0.40% [6] - The yield on the 5-year US Treasury bond is 4.054, decreasing by 0.033 or 0.81% [7] - The yield on the 10-year US Treasury bond is 4.446, down by 0.037 or 0.83% [7] - The yield on the 30-year US Treasury bond is 4.911, decreasing by 0.043 or 0.87% [7] - The yield on the 10-year UK Treasury bond is 4.535, down by 0.098 or 2.12% [7] - The yield on the 10-year German Treasury bond is 2.519, decreasing by 0.051 or 1.98% [7] - The yield on the 10-year French Treasury bond is 3.198, down by 0.043 or 1.33% [7] - The yield on the 10-year Italian Treasury bond is 3.448, decreasing by 0.043 or 1.23% [7] - The yield on the 10-year Japanese Treasury bond is 1.483, up by 0.020 or 1.37% [7]
美债最大“接盘侠”诞生,疯狂买走1.5万亿 既兴奋又欣喜,美专家:中国已摸透其心理
Sou Hu Cai Jing· 2025-06-09 04:53
Group 1 - The article discusses the emergence of a significant buyer for U.S. Treasury bonds, which has purchased approximately $1.5 trillion in bonds over 18 months, surpassing the combined holdings of Japan and China [1] - The total U.S. debt has exceeded $36 trillion, with annual interest payments alone costing over a trillion dollars, making it challenging for the U.S. to rely solely on economic growth and fiscal surplus to manage this debt [3] - The U.S. has turned its attention to the cryptocurrency sector as a means to address its debt issues, initially through the speculative trading of Bitcoin, which attracted global investors to convert their currencies into dollars and invest in U.S. Treasuries [4][6] Group 2 - The article explains the concept of stablecoins, which are digital currencies pegged to traditional currencies, requiring issuers to purchase U.S. Treasuries to back the stablecoins they issue [8] - A recent U.S. Senate bill mandates that stablecoins must be fully backed by cash, demand deposits, or short-term U.S. Treasuries, making them attractive in countries with depreciating currencies [10] - Companies issuing stablecoins are profiting significantly from the interest on the U.S. Treasuries they purchase with the funds raised from stablecoin sales, with estimates suggesting that by 2028, stablecoin issuance could reach $2 trillion, creating an additional $1.6 trillion demand for U.S. short-term debt [12][14] Group 3 - The article raises concerns about the reliability of stablecoins, suggesting they are essentially a "new bottle for old wine" and could collapse if U.S. credit issues arise or if the cryptocurrency market crashes [16] - It highlights a recent incident where the USDC stablecoin lost value due to its association with a failing bank, illustrating the risks involved [18] - The long-term strategy of using stablecoins to alleviate U.S. debt issues is deemed unrealistic, as debt repayment ultimately relies on a solid economic foundation and national credit [21]
总有人不相信比特币是为了收割中国准备的!中国一直不进场
Sou Hu Cai Jing· 2025-06-08 17:06
Group 1 - The article suggests that Bitcoin operates as a tool for Western capitalists to exploit investors, particularly in the absence of Chinese participation in the market [1][5][9] - It emphasizes that Bitcoin lacks tangible backing, making it a speculative asset that can lead to significant losses for retail investors [3][5][7] - The International Monetary Fund (IMF) does not recognize Bitcoin as a legitimate currency and remains cautious about its adoption, particularly in countries like El Salvador [5][9] Group 2 - The article contrasts the speculative nature of Bitcoin with the tangible value of the Chinese automotive industry, particularly in the context of electric vehicles [7] - It highlights the disparity between financial market players and ordinary investors, indicating that the latter are often at risk of being exploited in these financial games [7][9] - Recent regulatory actions, such as fines against cryptocurrency figures, suggest that even the U.S. government prefers traditional currencies like the dollar over unbacked digital currencies [9]
聊聊懂王跟马斯克反目成仇的另一种可能
Hu Xiu· 2025-06-08 10:13
Group 1 - The article discusses the complex relationship between Elon Musk and Donald Trump, emphasizing that their interactions are primarily driven by financial interests rather than genuine personal connections [4][8][10] - It highlights Musk's strategic use of his wealth to influence political dynamics, suggesting that his previous close ties with Trump were based on mutual financial benefits [5][9][10] - The article points out that Musk's ventures, particularly in the electric vehicle sector, have benefited from Democratic policies, despite his conflicts with the party [10][34] Group 2 - The narrative suggests that Musk miscalculated his political leverage, leading to a deterioration of his relationship with Trump as the latter aligned with more powerful interests [16][19][31] - It notes that Musk's attempts to challenge traditional financial systems, such as the Federal Reserve, have backfired, resulting in political isolation and public backlash [18][33] - The article concludes that Musk's efforts to maintain a positive public image are increasingly at odds with his political maneuvers, as he seeks to distance himself from the fallout of his past alliances [34][36][38]
金十图示:2025年06月05日(周四)美盘市场行情一览
news flash· 2025-06-05 13:48
金十图示:2025年06月05日(周四)美盘市场行情一览 美国2年期国债收益率 3.873 -0.004 -0.10% | 现货铂金 XPTUSD | 1142.540 | +53.000 | +4.86% | | --- | --- | --- | --- | | 现货钮金 XPDUSD | 1012.650 | +20.400 | +2.06% | | 黄金(COMEX) GC | 3408.800 | +11.400 | +0.34% | | 白银(COMEX) SI | 36.170 | +1.515 | +4.37% | FOREIGN EXCHANGE 欧元/美元 +0.59% 1.148 EURUSD 英镑/美元 +0.41% 1.361 GBPUSD 美元/日元 In +0.18% 142.979 USDJPY 澳元/美元 +0.69% 0.654 AUDUSD 美元/瑞郎 -0.07% 0.818 USDCHF | | 纽元/美元 NZDUSD | 0.608 | | +0.91% | | --- | --- | --- | --- | --- | | n | 英镑/日元 GBPJPY | ...
港股概念追踪|稳定币第一股Circle上市在即 市场关注香港稳定币政策持续落地(附概念股)
智通财经网· 2025-06-04 23:48
全球第二大稳定币USDC的发行商Circle Internet Group,Inc.将在纽约证券交易所上市,市场推测的时间 点指向6月5日或6日。 稳定币发行人Circle Internet:美国IPO股票发行价为每股31美元,将首次公开发行3400万股股票。融资 规模为11亿美元。 相较于全球最大稳定币USDT发行商Tether,Circle的最大优势就是合规透明。随着美国GENIUS法案落 地,未来合规稳定币的体量会越来越大,Circle需要把握先发优势。当前,USDC流通量超过610亿美 元,USDT约1500亿美元,但去年USDC体量增长了40%,远超USDT的10%。目前Circle的盈利模式颇为 简单,即"吃利息"。 代币化服务机构Hashkey Tokenisation联席合伙人李炼炫表示,USDC当前有很强的竞争力,不仅比 USDT合规,背靠全球最大储备货币美元,而且Circle出入金免除赎回费。即使未来合规稳定币越来越 多,USDC也将维持其优势,尤其是网络效应的优势。 OSL集团(00863):香港合规交易所,香港版"Coinbase",和Ethena合作推出稳定币生息产品。 中国光大控股 ...
比特币,击鼓传花,只等中国接盘,自己快扛不住了
Sou Hu Cai Jing· 2025-06-04 07:18
我问你个问题:比特币现在涨得这么猛,你心里踏实吗? 讲真,我这两天盯着行情,心里直发毛。不是因为它涨,而是因为没人敢说真话了。你去翻翻朋友圈、微博、财经博主的推送,全是一堆 全球共识机构涌入牛市信号这类空话,真有人站出来问一句:这轮上涨,是谁在最后接盘吗? 我查了下,比特币从年初到涨了快90%,高点冲破7万美元。这涨幅背后发生了什么?美联储的表态说得再明白不过:利率可能年底前降, 但也不急,通胀没稳住呢。那凭什么比特币能这么涨?你说美国机构看好,那我就问你:看好是因为价值,还是因为看准了谁会来接? 这点从美联储的态度就看得出。鲍威尔在5月的讲话里说:虚拟资产不构成系统性金融风险。我看这话是说给两个对象听的:一是美国散 户,别怕,可以玩;二是全球投资者,放心,不会出事。你觉得一个国家会对自己无法掌控的资产说没风险?那是准备把风险甩出去的时 候。 这事儿,其实不新鲜。我突然想到一个老段子,天珠你听过吗?那玩意儿当年在藏区被炒到上亿,真有人拿房抵押去买,最后掉坑里,收 场的主儿之一还是李亚鹏。你看,文化泡沫都能玩到这种程度,金融泡沫当然也不差。一个虚拟币,连公司主体都没有,靠的就是一个全 球认知游戏,谁信就上车,谁 ...
美债找到终极接盘侠?一场全新的货币大战,正在颠覆全球金融格局
Sou Hu Cai Jing· 2025-05-23 10:49
比关税更要命,一场全新的货币大战,正在颠覆全球金融格局。 川普上任以来,不断地挥舞关税大棒,吸引了全球媒体的目光。 但在关税之外,川普还在干一件大事,却被媒体当成了花边,那就是推广虚拟货币。 虚拟货币大家都知道,比如像比特币、以太坊等等,但这东西因为它天然去中心化的属性,所以各国政府一般都比较排斥。 但川普不一样,他自己就发行了一种虚拟货币,叫作特朗普币,还以美国总统的身份亲自代言,那些持有特朗普币最多的人,甚至还会被邀请参观白宫,跟 川普一起共进晚餐。 对川普的这个行为,大多数人都以为,他这么做就是为了赚钱,确实,他的家族在短短两个月里,已经通过特朗普币捞了上10亿美元。 但川普的目的真的就这么简单吗? 直到最近,欧洲央行发出警报,我们才发现,虚拟货币是一个比关税更要命的大杀器,川普正在用它重塑全球金融格局,并试图彻底解决美债危机。 这次引起引起欧洲央行警觉的,是以美元为锚的稳定币,我先解释一下什么是稳定币。 打个比方,我们玩电子游戏,得先充值,比如把钱充进去兑换成欢乐豆,然后再用欢乐豆购买游戏里的道具。 稳定币其实就是一种欢乐豆,它最初是由一些虚拟货币交易平台推出的,比如你想购买比特币,就得先在某平台上充 ...