其次是稳定币监管权争夺，XBIT的跨链对冲工具承压。鲍曼支持银行发行美元稳定币，但要求非银行 稳定币发行商接受美联储和SEC的双重监管。这一政策会使USDC、BUSD等银行系稳定币的市场份额 从目前的37%提升至60%以上，而XBIT平台上的黄金稳定币、欧元USDT等抗通胀资产兑换量可能因合 规成本上升而下滑。币界网监控显示，XBIT"跨链对冲工具"单日兑换量已从5000万美元降至3200万美 元，用户对非银行稳定币的信任度明显下降。 2025年6月9日，美联储新任监管副主席米歇尔·鲍曼正式上任，她的政策立场呈现出"银行业加密准入宽 松化"与"非银机构监管收紧"的核心矛盾。一方面，鲍曼支持降低银行参与加密托管业务的资本计提比 例，这无疑会推动摩根大通、美国银行等华尔街巨头加速布局加密托管领域；另一方面，她反对美联储 直接介入非银行机构的稳定币业务，还要求强化对非托管型交易所的监管透明度。这一系列政策组合 拳，直接冲击了XBIT等去中心化交易所的运营逻辑。 具体来看，鲍曼的政策对XBIT产生了多方面直接影响。首先是银行业竞争加剧，XBIT面临用户分流风 险。鲍曼推动的《巴塞尔协议III终局》修订草案中，银行持有 ...

美元指数期货也上涨0.2%。 周一大多数亚洲货币小幅走高，美元在当天晚些时候伦敦举行的中美关键贸易谈判前回落，而中国人民币在通胀 数据疲软和出口数据令人失望后保持平稳。 衡量美元对一篮子主要货币的美元指数在亚洲交易时段下跌0.2%，此前周五因美国就业数据强劲而大幅上涨。 然而，区域市场仍保持谨慎，因为交易者等待实际成果而非仅仅是谈话。随着美国消费者价格指数(CPI)通胀数据 将于本周晚些时候公布，投资者正在权衡贸易缓和的希望与更广泛的宏观经济动态。 新加坡元USD/SGD小幅下跌0.2%。 印度卢比USD/INR下跌0.2%，韩元USD/KRW也下跌0.2%。 澳元AUD/USD上涨0.3%。 中国通胀、贸易数据;日本GDP成焦点 亚洲货币小幅上涨，市场关注中美贸易对话 美国财政部长斯科特·贝森特、商务部长霍华德·卢特尼克和贸易代表杰米森·格里尔预计将在伦敦会见中国副总理 何立峰，延续上个月在日内瓦建立的初步休战。 议程将聚焦于降低关税、调整技术和关键矿产的出口规则，以及定义更广泛的贸易框架。 市场对谈判可能缓解全球贸易紧张局势并为关键政策问题提供清晰度的乐观情绪有所回应。 日元USD/JPY下跌0.3%。周 ...

（转自：辰珵） 近期，国际金融市场围绕欧元与美元的汇率博弈持续升温。随着美联储释放鸽派信号，而欧洲央行明确 结束降息周期，欧元/美元汇率预期进一步走高。与此同时，比特币市场也呈现显著波动——截至6月1 日，比特币价格报104,223美元，较5月22日创下的112,000美元历史新高回调约7%。在传统金融与加密 货币市场的双重震荡中，XBIT去中心化交易所平台凭借其技术特性，成为投资者平衡风险的关键枢 纽。 无需第三方信任的透明交易生态 XBIT去中心化交易平台采用区块链技术实现交易数据的分布式存储和透明化，所有交易记录通过智能 合约自动执行，彻底杜绝了中心化交易所常见的"拔网线""插针"等人为干预风险。例如，平台上线的 Meme币专区强制要求项目方披露政治献金关联信息，并设置"投机风险等级"标签，确保用户在交易前 充分了解潜在风险。其智能合约代码已通过CertiK和Halborn的双重审计，未发现高危漏洞，真正实 现"无需信任"的交易环境。 政策分歧下的汇率与币价双轨震荡 麦格理策略师指出，美联储的"鸽派"基调与欧洲央行对进一步降息的谨慎态度形成鲜明对比，为欧元/ 美元走强创造了条件。欧央行行长拉加德明确表示 ...

每经编辑｜杜宇 当地时间6月6日，美股三大指数集体收涨，道指上涨443.13点，涨幅1.05%，本周累计上涨1.17%；纳指涨1.2%，本周累计上涨2.18%；标普500指数涨 1.03%，本周累计上涨1.5%。 热门科技股普遍上涨，谷歌、特斯拉涨超3%，亚马逊涨超2%，英伟达、苹果、Meta涨超1%，博通跌5%。 | | | 03:59 295.140 | 1 | | --- | --- | --- | --- | | | | 03:59 295.135 | 800 | | | | 03:59 295.135 | 12 | | 263.900 | -7.31% | 03:59 295.140 | 750 | | 21:30 | 04:00 | 03:59 295.135 | 200 | | 分时量▼ 2 量:9441780 现手:25 额:27.89亿7万 03:59295.113 1026 | | | | | | | 03:59 295.113 | 40 | | | | 03:59 295.113 | ब | | | | 03:59 295.160 2627 | | | The the light the ...

Core Viewpoint - Kraken is launching tokenized versions of over 50 US stocks and ETFs for non-US customers, aiming to reduce barriers for global investors to access the US stock market [1][2]. Group 1: Tokenized Stocks - The tokenized stocks, referred to as "xStocks," will operate on the Solana blockchain and allow for 24/7 trading [1]. - Kraken has partnered with a fintech company to purchase and hold actual stocks and ETFs, issuing corresponding tokens that maintain price parity with the underlying assets [2]. - The tokens are classified as stablecoins, which are cryptocurrencies pegged to real assets to maintain price stability [2]. Group 2: Regulatory Compliance - To avoid regulatory issues, Kraken's tokenized stocks will not be available to US users, and the company is working with regulators to ensure compliance in various countries [2][5]. - Kraken has implemented three compliance strategies, including legal entity isolation and cash redemption clauses to mitigate risks associated with token price decoupling [5]. Group 3: Investor Rights and Risks - Investors in tokenized stocks will not have voting rights, which is a significant difference from direct stock ownership [6]. - Concerns about asset security and the ability to redeem tokens for actual stocks have been raised by investors [4][6]. Group 4: Market Impact - The issuance of tokenized stocks is expected to enhance liquidity and demand for already listed stocks [8]. - Regulatory bodies like the SEC are adapting to market demands, exploring frameworks for the tokenization of securities, which could transform the securities market [8].

Group 1 - The Federal Reserve's policy deadlock and inflation concerns are causing market anxiety, with a potential long-term maintenance of the current interest rate range of 4.25%-4.50% due to trade policies impacting prices [1][3] - The rising funding rates on Binance indicate a shift in market sentiment, with Bitcoin perpetual contract funding rates exceeding 0.15%, reflecting growing bearish sentiment [3][6] - XBIT decentralized exchange is gaining traction as a safe haven for funds, with a 23% increase in trading volume over the past week, and USDT/BTC liquidity depth surpassing $500 million [3][4] Group 2 - The surge in Binance funding rates and XBIT trading volume is a response to "dual uncertainty," with traditional markets experiencing increased volatility and a trust crisis in centralized exchanges [3][6] - XBIT has launched an "inflation hedging index" product, attracting over $200 million in funds on its first day, indicating a shift from speculative to value-driven investment in the crypto market [4][6] - The trading volume of inflation-linked stablecoins on XBIT has increased by 150% this month, showing investors' intent to hedge against currency devaluation risks [6]

1. 贝莱德比特币现货ETF IBIT跻身美国前25大ETF，成立仅1.4年资产已达724亿美元 据彭博分析师Eric Balchunas发布的数据，截至6月3日，贝莱德旗下的比特币现货ETF（IBIT）已以724 亿美元资产规模跻身全美前25大ETF榜单，成为榜单中最"年轻"的产品，仅成立1.4年。Balchunas指 出，IBIT有望在明年底前超越中本聪钱包，成为全球最大比特币持有者。分析认为，这一成就体现了 ETF在便利性、低费用、高流动性及信任方面的强大吸引力。 2. 特朗普旗下社交平台Truth Social提交比特币ETF申请 据SEC文件显示，特朗普媒体科技集团（TMTG）旗下社交平台Truth Social已通过其合作方提交比特币 现货ETF申请。该申请由NYSE Arca交易所递交，基金拟追踪比特币现货价格表现，若获批准，Truth Social将成为首个提交此类申请的社交媒体平台。 3. 特朗普家族否认参与$TRUMP钱包项目，Magic Eden回应称为官方合作 据Eleanor Terrett称，Magic Eden回应称其推出的$TRUMP钱包是官方产品，携带"官方特朗普品牌和知 识 ...

最近国际资本市场有个值得关注的动向——英国冰淇淋巨头Froneri为保留股东PAIPartners的股份，计划 筹集46亿美元债务。这一传统企业的资本操作，实则折射出所有投资者面临的核心挑战：在信息迷雾中 如何获取真实数据，做出可靠决策？在数字货币领域，这种信息不对称的风险被进一步放大，而XBIT 去中心化交易所平台凭借技术特性，正在成为破解困局的关键角色。 在信息失真的市场环境下，XBIT去中心化交易所平台通过三大核心技术，为投资者筑起信任防线： 1.跨链技术保障交易连续性 2025年5月波场币交易平台遭黑客攻击导致服务中断时，XBIT去中心化交易所平台的"Poly Link"跨链协 议实时连接6条主流公链，用户可一键将TRX资产跨链至Arbitrum网络继续交易，订单处理延迟稳定在 200ms以内。这种技术优势在极端行情下尤为关键——当中心化交易所因流动性枯竭出现滑点骤增时， XBIT的智能聚合算法会自动匹配滑点＜0.3%的跨链路径，帮助用户减少交易损失。 2.智能合约实现去信任化交易 XBIT去中心化交易所平台的所有交易规则均通过开源智能合约自动执行，交易记录实时上链且不可篡 改。例如，用户在平台进行U ...

Core Viewpoint - The recent inversion of the 20-year and 30-year U.S. Treasury yields highlights concerns over fiscal deficits and a lack of confidence in long-term bonds, leading to a liquidity crisis in traditional finance, while decentralized finance (DeFi) platforms like XBIT are emerging as viable alternatives for investors seeking to mitigate risks [1][7]. Group 1: U.S. Treasury Market Dynamics - The 20-year U.S. Treasury yield has fallen below the 30-year yield, marking a significant event not seen in nearly four years, driven by concerns over fiscal policy and capital outflows [1]. - The U.S. Treasury has reduced the quarterly issuance of 20-year bonds from $75 billion to $42 billion due to declining demand, indicating a troubling trend in the long-term bond market [1]. - Analysts suggest that rising term premiums and expectations of foreign investor withdrawals are contributing to a negative feedback loop in the long-term U.S. Treasury market [1]. Group 2: Rise of Decentralized Finance (DeFi) - XBIT decentralized exchange utilizes blockchain smart contracts for trading, ensuring user assets are stored in on-chain wallets, thus eliminating risks associated with asset misappropriation [3]. - During the U.S. Treasury crisis, XBIT facilitated the conversion of stablecoins to Bitcoin and other inflation-resistant assets without the need for centralized institutions, showcasing its utility in times of market distress [3][4]. - The platform's liquidity depth for USDT/USDC trading pairs surged to over $1.2 billion, with daily trading volume increasing by 470%, positioning XBIT as a "digital harbor" for capital seeking safety [4]. Group 3: User Accessibility and Governance - XBIT lowers barriers to entry for users by simplifying the process of asset exchange and lending, with transaction fees at 0.1%, significantly lower than centralized exchanges [4]. - The governance model of XBIT is community-driven, requiring token holder votes for major decisions, which helps prevent manipulative practices common in centralized platforms [5]. - XBIT's dynamic risk warning model effectively monitors market sentiment, managing to keep user losses at an average of 0.8% during volatile periods, compared to the industry average of 4.1% [5]. Group 4: Regulatory Compliance and Future Outlook - XBIT adheres to regulatory frameworks, such as the proposed Hong Kong Stablecoin Regulation, ensuring that stablecoin issuers maintain 100% liquidity reserves and undergo regular audits [7]. - The platform's emergence reflects a growing demand for decentralized solutions that provide asset security and transparency, addressing the vulnerabilities of traditional financial systems [7]. - XBIT is positioned as a "digital ark" for investors navigating the uncertainties of the current market, emphasizing the importance of decentralized technology in rebuilding trust and providing efficient asset allocation pathways [7].

Core Viewpoint - The U.S. government's ultimatum to negotiate trade agreements has led to a significant shift in global capital towards decentralized trading platforms like XBIT, highlighting a growing interest in digital assets amidst traditional market volatility [1][3]. Group 1: Trade Negotiations and Market Reactions - The White House has requested countries such as the EU, Japan, and India to submit their "best trade offers" by June 4, aiming to expedite negotiations before a July deadline [1]. - Despite the U.S. government's trade threats, the cryptocurrency market has shown resilience, with investors seeking secure virtual currency trading applications [1][3]. - The uncertainty surrounding trade agreements has accelerated capital flow into the crypto sector, with XBIT reporting a 47% increase in trading volume over the past week, particularly in cross-border trade transactions [5]. Group 2: XBIT's Technological Advantages - XBIT's decentralized exchange platform utilizes blockchain technology and smart contracts for peer-to-peer trading, eliminating data breach risks associated with centralized platforms [1][3]. - The platform supports direct exchanges between major cryptocurrencies and national digital currencies through cross-chain protocols, allowing for customized smart contracts for specific trade scenarios [3]. - XBIT employs a multi-signature wallet and distributed node verification to ensure asset security, even in the event of node attacks [3]. Group 3: Economic Sovereignty and User Empowerment - XBIT provides users with an "economic passport," enabling value transfer without reliance on any national credit, thus redefining economic sovereignty [5]. - The platform's community governance model allows users to participate in rule-making, contrasting sharply with unilateral actions by the U.S. government [5].