Group 1 - The article highlights a new wave of tariffs initiated by U.S. President Donald Trump, causing volatility in the U.S. stock market while Bitcoin is preparing for a new upward trend, breaking above $118,000 for the first time in two months [1] - The cryptocurrency market is experiencing broad gains, with Ethereum and Cardano also seeing significant increases, indicating a positive shift in the market [1] - There are signs of renewed interest in cryptocurrency ETFs, with substantial inflows reported, and the U.S. Congress designating the upcoming week as "Cryptocurrency Week," further supporting the bullish sentiment [1][2] Group 2 - Bitcoin's price surged by 4.6% to just below $119,000, while Ethereum surpassed $3,000 for the first time since February, reflecting strong investor interest [2] - The Bitcoin and Ethereum ETFs recorded their second-largest single-day inflow, indicating a growing appetite for these digital assets among institutional investors [3]

ETF资金流上升 比特币涨至三周高点 金十数据7月3日讯，盛宝银行分析师在一份报告中表示，随着宏观经济担忧的缓解和ETF的持续流入提 振了加密货币情绪，比特币升至三周高点。他们说，美国和越南之间的贸易协定提高了市场的乐观情 绪，关税低于人们担心的水平。周三公布的疲弱的ADP民间就业报告增加了对美联储降息的押注，进一 步支撑了风险偏好。随着贝莱德的比特币ETF和新的iShares以太坊ETF的上涨，机构对加密货币的需求 依然强劲。 比特币/美元 以太坊 ...

香港的新资本投资者入境计划（New CIES），2024年正式实施，瞄准高净值人群。说得更直白一些，就是你愿意在 香港投资3000万港币，就可以获得香港身份，七年后还可以申请永久居留。 或许这个项目的名字听起来有点长得烦人，那说人话就是新的香港投资移民。这是不是听着就熟悉多了。这项目它 回来了。 如果你手里持有虚拟货币，比特币也好，以太坊也罢，甚至可能还拥有一些别人没听说过的另类资产，你大概率早 就财富自由了。但，链上的财富自由只是第一步，还有一个更现实的问题存在：身份。 世界各地对虚拟货币的监管环境大不相同，有些地方明明昨天还对加密资产态度友好，今天醒来就突然政策一刀 切；要么就是有的地区突然对某部分银行账户进行关停预警、一时间资金转不出也提不走，善后工作令人迷茫而头 痛。这个世界有多残酷，诸位比我这个小小的牛马更清楚。有的时候单单是靠备份一个身份也不一定能躲开上述困 扰，还要看你的归属地是否对加密资产的态度或者，它自己的国际地位，否则你的资产再多，也像是没有根的浮 萍。 因此，选择一个稳定可靠、监管清晰、对虚拟资产友好的地区备份一个长期的身份，才是虚拟货币投资人的刚需。 既然资金要求这么高，那别的要求自然 ...

特朗普媒体寻求SEC批准比特币和以太坊ETF 金十数据6月16日讯，根据周一提交给美国证券交易委员会的一份文件，特朗普媒体科技集团(DJT.O)正 在寻求推出一只ETF，该基金将投资比特币和以太坊这两种最大的加密货币。这标志着这家与特朗普有 关的社交媒体公司在不到两周内提交了第二份加密货币ETF申请。如果获得批准，Truth Social比特币 ETF和Truth Social比特币&以太坊ETF将闯入一个拥挤且竞争激烈的市场，这个市场已经由贝莱德等少 数几家知名资产管理公司主导。贝莱德的iShares比特币ETF拥有725亿美元的资产。 比特币/美元 以太坊 ...

Core Viewpoint - Truth Social has submitted registration statements for Bitcoin and Ethereum ETFs to the U.S. Securities and Exchange Commission (SEC) [1] Group 1 - Truth Social is expanding its financial product offerings by entering the cryptocurrency market through Bitcoin and Ethereum ETFs [1]

SEC要求资管公司修改Solana ETF申请文件，暗示这一新型加密投资产品可能很快获批上市。 周五，据媒体报道，至少三家资产管理公司已收到美国证券交易委员会的修改要求，需要对其Solana ETF申请文件中的两个关键问题进行调整。争议焦点集中在：基金如何处理加密货币赎回机制，以及是 否允许投资者通过质押Solana代币来获得收益。 这种主动沟通被市场视为积极信号。Crypto is Macro Now通讯作者Noelle Acheson表示： SEC要求ETF发行方修改S-1文件的举动听起来像是，正式批准可能只是几天或最多几周的 事情。这对现货加密市场来说将是一个巨大变化。 21Shares AG发言人证实：我们已被要求处理并提交修改后的S-1文件，我们计划很快这样做。据知情人 士透露，另外两家竞相推出Solana ETF的基金发行商也收到了SEC的类似反馈。 技术难题成焦点：实物赎回与质押收益 复杂之处在于Solana基金发行方在处理投机性代币时，能够在多大程度上复制传统ETF结构——这些代 币的运作方式与股票和债券截然不同。 目前尚不清楚这些基金是否被允许使用底层加密资产而非现金进行股票赎回，即所谓的" ...

Core Viewpoint - The U.S. Securities and Exchange Commission (SEC) is requesting modifications from major asset management firms aiming to launch Solana ETFs, indicating a potential approval for these cryptocurrency-focused investment products soon [1][2]. Group 1: SEC's Requirements and ETF Structure - At least three large asset management companies have been asked to amend their filings to address how the ETF will handle large-scale redemptions of cryptocurrencies and whether investors can earn rewards through staking Solana tokens [1][2]. - The complexity of issuing Solana ETFs lies in balancing traditional ETF structures with the unique characteristics of high-volatility cryptocurrencies [2][4]. - The SEC's request for modifications suggests that formal approval could be imminent, possibly within days or weeks [1][5]. Group 2: Staking and Redemption Issues - Staking has emerged as a significant point of contention regarding the rapid deployment of cryptocurrency investment products, with Solana offering staking yields over 5% compared to Ethereum's approximately 2% [3][4]. - The introduction of staking into ETFs raises regulatory questions about whether staking rewards should be classified as securities dividends and whether redemptions can be made in tokens rather than cash [3][4]. - If the SEC approves staking and physical redemptions, Solana ETFs could provide higher passive income for investors and open capital markets for the Proof of Stake (PoS) ecosystem [4][5]. Group 3: Market Context and Growth Potential - There are currently at least seven major ETF issuers interested in launching Solana ETFs, including Grayscale Investments and VanEck, with potential inflows estimated to reach $14 billion [5][6]. - The recent surge in interest in Solana is attributed to its performance and the backing of prominent figures, including former President Trump, who has advocated for the U.S. to become a hub for cryptocurrency [6][7]. - Solana's low transaction fees and high throughput make it an attractive platform for various applications, particularly in DeFi, NFTs, and Web3, contributing to its rapid ecosystem growth [7].

以太坊正在进行一场公开的"自我重塑"，希望通过"万亿美元安全计划"来巩固其作为未来结算层的地 位，并押注现实世界资产的代币化。 5月14日以太坊在其官方博客中宣布万亿美元安全计划，旨在将以太坊定位为个人和机构的未来结算 层，以此迎接现实世界资产代币化（RWA）的主流趋势。这一举措的核心在于强调以太坊十年来的稳 定运行时间和去中心化的验证者集合，以此来证明其有能力保障万亿美元级别的价值。 根据以太坊官宣内容来看，"万亿美元安全计划"包含三个部分： 然而，这种雄心勃勃的愿景也引发了质疑。Arca的研究主管Katie Talati认为： 这更像是一种市场营销策略，而非真正的技术创新。仅仅依靠这一声明不足以重新吸引开发 者和用户的注意力。尽管如此，以太坊的长期发展仍然值得关注，尤其是在用户体验和用户 界面方面做出改进之后，或许能吸引更多的开发者。 有媒体指出，机构投资者对此是否买账也仍未可知。美国现货以太坊ETF目前尚未获得机构的广泛认 可，截至5月15日净流出近4000万美元，同期12只现货比特币基金则净流入80亿美元。 尽管ETF和质押收益有望提升以太坊的吸引力，但机构买家是否会被抽象的安全叙事所打动仍有待观 察 ...

Core Insights - Recent US inflation data shows a cooling trend, which enhances expectations for potential interest rate cuts by the Federal Reserve, positively impacting risk assets like cryptocurrencies [4][12] - Improvement in US-China trade relations, with both sides agreeing to lower tariffs, provides additional support for Bitcoin [4][12] Current Price Trends - Ethereum (ETH) is currently priced at approximately $2,584.98, down about 3.13% from the previous day, but has seen a remarkable weekly increase of 43.05% [3] - Bitcoin (BTC) is trading around $103,197, down about 0.42% from the previous day, maintaining a strong support level above $100,000 [4] Technical Analysis - Bitcoin's technical indicators show a neutral to strong RSI, with a slight decline in momentum, while MACD remains bullish [4] - Ethereum's technical indicators indicate a strong upward trend, having successfully broken through long-term resistance levels [5] Market Sentiment - The Fear and Greed Index for the cryptocurrency market is at 70, indicating a "greed" level, which suggests optimism among market participants but also hints at potential overheating risks [4][7] ETF Fund Flows - Bitcoin ETFs have experienced a net outflow of approximately $9.6 million, led by Fidelity's FBTC, breaking a 20-day streak of net inflows [4] - In contrast, Ethereum ETFs have seen significant inflows, with $1.35 million net inflow on May 14, indicating a shift in institutional interest from Bitcoin to Ethereum [9] Investment Strategies - Suggested entry points for Bitcoin are in the $100,000-$101,000 range, with a primary target of $105,000 and a stop-loss set below $98,500 [4] - For Ethereum, a buying strategy is recommended in the $2,400-$2,500 support area, with targets of $2,800 and $3,000 [9] Long-term Outlook - Analysts predict Ethereum could reach $5,000 by 2025, driven by its status as the only approved spot Bitcoin ETF alternative, technological advancements, and overall bullish market trends [9][12] - The overall market is in a mid-bull phase, with recommendations to maintain a 65-70% overall position in cryptocurrencies, adjusting Bitcoin and Ethereum allocations to capture potential excess returns [12]

市场等待美联储决议，价格企稳回升 当前价格走势 市场情绪与链上信号 操作策略 突破做多策略 回调买入策略 美联储决议应对策略 当前价格表现 回调企稳：ETH现报约1,773.85美元（币安实时数据），较昨日下跌约2.21%，日内波动区间 1,754.38-1,820.47美元。尽管价格较昨日有所回落，但仍维持在1,750美元重要支撑位之上，短期 内呈现震荡整理态势。 震荡企稳回升：BTC现报约96,635.13美元（实时市场数据），较昨日上涨约1.74%，日内波动区 间94,281-96,529美元。经过前期回调后，价格已企稳在94,000美元支撑位之上，并有效重返96,000 美元关口，重拾上升动能，走势逐渐向好。 技术形态：从技术面来看，比特币RSI指数从前期的低位有所回升，目前处于57左右的中性偏强 区域；MACD指标显示多头动能正在重新积聚，短期或有金叉形成；价格已稳定运行在50日移动 平均线（约91,330美元）和200日移动平均线（约85,300美元）上方，中长期上升通道保持完好。 比特币依然保持在重要的200日移动平均线上方运行，继续维持长期牛市结构。 ETF资金持续流入：最新数据显示，5月6日 ...