加密金融

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当黄金破顶,聪明资金正转向何处 XBIT指向RWA代币
Sou Hu Cai Jing· 2025-10-09 11:27
10月8日,当纽约期金价格有史以来首次突破每盎司4000美元大关时,传统的金融市场拉响了一声刺耳的警报。FolioBeyond的分析师Dean Smith一 针见血地指出,这并非单纯的商品上涨,它深刻反映出投资者对美元资产的不安情绪日益加剧。在这场关乎未来财富格局的重新锚定中,XBIT平 台数据显示,寻求替代性资产配置的用户活跃度显著提升,嗅觉敏锐的聪明资金,已然发现了比黄金更具想象力的新边疆——现实世界资产代币 化,即RWA代币。 警报拉响:传统避险逻辑的失效与资本的焦虑 黄金的史诗级上涨,是一个不容忽视的宏观信号。它意味着,在通胀预期回升、地缘政治不确定性以及对美国债务问题的深层担忧共同作用下, 投资者对传统美元资产的信任正在产生裂痕。这种信任裂痕,正如Dean Smith所言,"需要数年时间才能解决",而资本从不坐以待毙。在XBIT去 中心化交易所的资产流向分析中,我们观察到,与实物资产锚定概念的代币近期关注度持续升温,这表明部分前沿投资者已在积极布局 beyond 黄 金的避险方案。 RWA:连接两个世界的价值桥梁与未来基石 那么,RWA代币究竟有何魅力,能够吸引如此多的关注?它的核心价值在于,将黄金 ...
Robinhood Lists Strategy’s Preferred Stocks Including STRC — and Why This Matters for Bitcoin
Yahoo Finance· 2025-10-04 13:32
Robinhood’s decision to list Strategy’s four preferred stocks marks a rare break from its own investment policies — and could strengthen Michael Saylor’s bitcoin playbook without diluting holders of the firm’s common stock, MSTR. The brokerage began offering trading in four Strategy (MSTR) preferred stocks on Oct. 2, with tickers STRC, STRD, STRF, and STRK now available on the platform. The next day, CEO Vlad Tenev confirmed the move on X, saying Robinhood had “heard from many Strategy investors that t ...
降息反遭血洗!美联储放水后衍生品再爆 3 亿爆仓,13 万人一夜亏光
Sou Hu Cai Jing· 2025-09-30 03:03
美联储 9 月 23 日降息 25 个基点本该是 "送钱行情",没想到却成了 "收割盛宴",9 月 30 日凌晨,以太坊突然跳水跌破 4000 美元,衍生品市场 24 小时内爆 仓超 3 亿美元(约 21 亿人民币),13 万多头散户一夜亏光,多空比直接崩到 0.85! Coinglass 实时数据扒出残酷真相。 品种分化惨烈:以太坊爆仓占比高达 62%,单品种爆仓 1.86 亿美元,有投资者 100 倍杠杆押注 ETH 涨破 4500 美元,瞬间亏光 500 万本金;比特币爆仓 0.72 亿美元,SOL、XRP 等山寨币合计爆仓 0.42 亿美元。 时间点精准收割:爆仓集中在凌晨 2 点 - 4 点,恰好是散户熟睡的流动性低谷期,OKX 单笔最大爆仓单达 1270 万美元,直接触发连锁平仓反应。 散户成主要受害者:13 万爆仓者中,86% 是持仓量低于 0.1 BTC 的小散,有网友晒出截图:"跟着'降息必涨'的攻略加了 50 倍杠杆,醒来只剩账户余额 0.00 元"。 本应利好的降息为何成 "利空炸弹"?业内人士点破关键。 机构提前 "反向收割" 这场 "降息余震" 有多惨烈?这些细节触目惊心 BTC M ...
SEC 与 Finra 关注部分加密财库公司公告前交易异动,涉信息披露违规
Xin Lang Cai Jing· 2025-09-25 23:39
Core Viewpoint - Over 200 companies adopting cryptocurrency treasury strategies have recently attracted the attention of the SEC and FINRA due to unusual stock price fluctuations prior to the announcement of their plans [1] Group 1 - Regulatory agencies have contacted several companies regarding significant trading volume and stock price surges before public disclosure of cryptocurrency asset purchases, potentially violating the Fair Disclosure Regulation (Reg FD) [1] - The Fair Disclosure Regulation prohibits companies from selectively disclosing significant non-public information to individual investors [1] - Some lawyers indicate that such communications from regulatory bodies often precede internal trading investigations [1]
大洋集团拟进行供股 目标战略转型以及RWA生态布局所需
Zhi Tong Cai Jing· 2025-09-23 04:33
Core Viewpoint - The company is considering a potential rights issue plan to support its strategic transformation and RWA ecosystem layout, with the funds aimed at AI digital human research and development, RWA underlying asset portfolio and on-chain solution construction, purchasing ETH and other cryptocurrencies for business reserves, and supplementing the company's liquidity [1] Group 1 - The potential rights issue is deemed crucial for the company's strategic transformation and future business development [1]
被迫离开大陆四年,重返故土高调回归,身价飙升5000亿
Sou Hu Cai Jing· 2025-09-23 00:41
Core Insights - The article chronicles the journey of Zhao, a significant figure in the digital finance sector, highlighting his strategic decisions and the evolution of his trading platform from its inception to its global expansion [2][4][6]. Group 1: Business Evolution - Zhao's early career involved moving to Canada, where he immersed himself in programming and trading software, eventually founding his trading platform in Shanghai in 2017 after selling his property [2]. - The onset of the COVID-19 pandemic in 2020 led to a rapid expansion of his team to over a thousand members and daily trading volumes exceeding 10 billion RMB [2]. - A pivotal moment occurred in September 2021 when Zhao's operations in mainland China were halted, prompting a strategic shift to a global business model and remote work [4]. Group 2: Strategic Resilience - Following a brief imprisonment in 2024, Zhao relocated to the UAE, which was seen as a strategic move to maintain influence while managing operations remotely [4]. - The team's organizational resilience is attributed to its global employee distribution and diverse product offerings, including exchanges, token issuance, and DeFi tools [7]. Group 3: Market Dynamics - In 2025, the cryptocurrency market began to recover, particularly with the easing of stablecoin regulations in Hong Kong, which acted as a catalyst for market changes [6]. - Zhao's participation in key forums in August 2025, where he discussed the role of stablecoins in the internationalization of the RMB, indicated a proactive approach to market engagement [6]. Group 4: Regulatory Landscape - The article emphasizes the need for improved compliance mechanisms as the market evolves, highlighting the importance of transparency and risk management to sustain user trust [11]. - Regulatory shifts in Hong Kong suggest a move towards a more nuanced approach to cryptocurrency, balancing investment opportunities with necessary oversight [11]. Group 5: Personal and Market Reputation - Zhao's public appearances are framed as efforts to restore his personal reputation and validate his strategic direction within the market [15]. - The ongoing developments in the regulatory environment and potential political factors are seen as critical to the future trajectory of Zhao's ventures and the broader market [15][17].
SEC批准ETF通用上市标准 或引爆百支产品上市潮?
Sou Hu Cai Jing· 2025-09-22 11:34
Core Insights - The SEC has approved rule changes for major exchanges to adopt a "universal listing standard" for commodity trust products, including spot cryptocurrency ETFs, significantly shortening the listing process [2][3] - This approval is seen as a major turning point in U.S. digital asset regulation, breaking the precedent set since the first Bitcoin ETF application in 2013 [2][4] - The new rules allow for faster approval of crypto ETFs that have been trading futures for at least six months, with the first products potentially launching as early as October 2023 [2][4] Summary by Category Regulatory Changes - The universal listing standard allows compliant products to list directly on exchanges without the lengthy individual approval process, which previously could take over 200 days [2][3] - The new rules require that assets must be traded on regulated exchanges and have effective monitoring agreements in place to detect market anomalies [3][6] Market Impact - The approval is expected to enhance market liquidity by lowering investment barriers, allowing investors to purchase compliant products directly through exchanges [3][8] - The introduction of the universal listing standard is anticipated to expand the types of potential products, including mainstream cryptocurrencies beyond Bitcoin and Ethereum, such as Solana and XRP [3][4] Potential ETF Candidates - XRP ETFs are likely to be among the first approved due to strong institutional interest and compliance with the new rules, potentially attracting billions in institutional funds [4][8] - Solana ETFs are also in the pipeline, with applications submitted and future futures contracts planned, which may support their approval [5][8] - Cardano and Dogecoin ETFs are potential candidates but may face delays due to the lack of CFTC-regulated futures markets [6][8] Investor Opportunities - The institutionalization of the rules provides clearer market expectations, allowing investors to plan long-term strategies rather than waiting for approvals [8][9] - The sequence of ETF approvals may serve as a barometer for capital allocation, with early-approved products likely to receive heightened attention [8][9]
Forward Industries 完成 16.5 亿美元私募交易,以建立 Solana 核心财库
Xin Lang Cai Jing· 2025-09-11 12:24
Core Insights - Forward Industries (FORD) completed a $1.65 billion private equity investment (PIPE) deal on September 11, focusing on building a treasury centered around Solana [1] - The investment was led by Galaxy, Jump Crypto, and Multicoin Capital, which contributed over $300 million [1] - Following the announcement, Forward Industries' stock price initially surged by 15% in pre-market trading but later retraced some gains [1] Company Summary - Forward Industries is leveraging the investment to enhance its financial capabilities centered on Solana [1] - The company is part of a broader trend where financial firms focused on Solana, including DeFi Development, Upexi, and Sol Strategies, collectively hold over $1.4 billion in SOL [1]
南通上海商会赴港参访 搭沪港通合作桥梁
Jiang Nan Shi Bao· 2025-09-10 06:40
Group 1 - The visit to Lee Kum Kee highlighted the company's transformation from a traditional sauce workshop established in 1888 to a global brand with over 300 products available in more than 100 countries, focusing on digital transformation and global supply chain management [2] - The Nantong Shanghai Chamber of Commerce aims to leverage Lee Kum Kee's international advantages to assist local food products in expanding globally, emphasizing collaboration in supply chain coordination and sharing digital transformation experiences [2] - Lee Kum Kee's strategy combines traditional roots with technological advancements, utilizing automated production lines and big data analysis to enhance production standardization and global market responsiveness [2] Group 2 - The visit to Matrixport showcased its comprehensive services in crypto finance, including asset trading, investment, custody security, and gold token business, presenting a one-stop service model [4] - The Nantong Shanghai Chamber of Commerce expressed the need for digital finance to enhance the international competitiveness of its member enterprises, seeking collaboration in expanding digital finance applications and talent development [4] - Discussions included the integration of crypto finance with green energy projects and cross-border asset allocation for Shanghai and Hong Kong enterprises, recognizing Matrixport's expertise and innovation in the crypto finance sector [4]
ArkStream Capital 宣布对 Ethena 追加 1000 万美元投资
Xin Lang Cai Jing· 2025-09-07 13:24
Group 1 - ArkStream Capital has announced an additional investment of $10 million in Ethena Labs, scheduled for August 2025, following an initial investment of $5 million in December 2024 [1] - The increase in investment reflects ArkStream Capital's recognition of Ethena's structural breakthroughs in product development and capital markets [1]