随着今年比特币及其他加密货币价格创下新高，犯罪活动激增。今年早些时候，朝鲜黑客从Bybit交易 所盗走约15亿美元，这是迄今为止最大的加密货币盗窃案。 TRM 实验室的Ari Redbord表示，合法的加密货币活动在增长，但黑客利用也在交易增加的机会进行犯 罪。 智通财经APP获悉，据媒体周日报道，加密货币盗窃案频发促使投资者转向离线存储数字资产的硬件钱 包。法国加密货币硬件钱包制造商Ledger表示 2025 年有望成为其业绩最强劲的一年。Ledger是一家总 部位于巴黎的生产类似 U 盘冷存储设备的制造商。其首席执行官Pascal Gauthier表示，公司营收已达"数 亿"规模，并补充说针对金融和加密账户的网络攻击愈发频繁，且不太可能放缓。 在假日季来临之前，Ledger 公司的设备越来越受欢迎，这些设备保障了约 1000 亿美元的客户资产。 Gauthier表示，该公司计划明年筹集新资金，并在纽约扩大业务，他指出，如今大多数加密货币资金都 在纽约，而非欧洲。 区块链分析公司 Chainalysis 估计，今年迄今约有 22 亿美元的加密货币被盗，已超过 2024 年的总额。 其中约四分之一的盗窃案针对 ...

Core Viewpoint - The article discusses the emergence of a "polycrisis" era, highlighting the interconnectedness of economic inequality, political instability, ecological imbalance, and technological risks, which are increasingly shaping consumer behavior and market trends in 2025 [7][8]. Group 1: Global Uncertainty and Economic Impact - The World Uncertainty Index (WUI) indicates that global uncertainty in the first half of 2025 has surged over five times compared to the same period in 2024, reflecting a significant decline in market confidence [10]. - Major factors driving this increase in uncertainty include policy unpredictability and geopolitical tensions [11]. Group 2: Climate Crisis and Consumer Behavior - By 2050, it is predicted that there will be 1.2 billion climate refugees, with Asia experiencing climate impacts at twice the global average rate [14]. - The climate crisis is influencing consumer trends, merging survivalist demands with a desire for security, which is becoming a key driver of consumption in 2025 [17]. Group 3: Rise of Survivalist Consumption - The concept of "doomsday consumption" is gaining traction, with products like the Toyota Tacoma being favored for their reliability and perceived safety, showing a 188% increase in Q1 2025 sales compared to Q1 2024 [22]. - Affordable survival shelters are emerging as a new trend, with membership-based services like Fortitude Ranch gaining popularity among middle-class consumers concerned about societal instability [24][26]. Group 4: Cultural Reflections of Doomsday Sentiment - The cultural landscape is reflecting doomsday sentiments, with popular media and entertainment focusing on survival themes, indicating a growing consumer interest in products that evoke a sense of security and survival [29]. Group 5: Innovations in Climate-Responsive Products - There is a rising demand for cooling apparel, with a 16% increase in searches for cooling fabrics in 2025, highlighting the importance of personal climate regulation [42]. - Innovative products like wearable solar-powered vests are being developed to help individuals cope with extreme heat, showcasing the retail industry's adaptation to climate challenges [40]. Group 6: Security and Personal Safety Consumption - In the UK, sales of stab-proof clothing have surged due to rising concerns over personal safety, with projections indicating a global market growth to $2.3 billion by 2032 [49]. - In the U.S., there is a notable increase in home security investments, with middle-class consumers increasingly interested in creating safe spaces within their homes [52][53]. Group 7: Digital Security and Asset Protection - The demand for encrypted USB drives is rising, reflecting a growing concern for personal information security, with a steady market growth rate of approximately 7.1% [55]. - The cold wallet market for cryptocurrency is expected to grow significantly, with projections indicating a rise from $3.5 billion in 2024 to $12.2 billion by 2033, driven by increasing concerns over digital asset security [60].

2025.06. 27 本文字数：2195，阅读时长大约4分钟 作者 | 第一财经 安卓 稳定币立法、发表《香港数字资产发展政策宣言2.0》、提出"LEAP"框架……近段时间，香港数字资产监 管架构及生态正在加速完善，香港对全球Web3人才、资金及项目的吸引力有望大幅提升。 不过，内地投资者并不在上述数字货币交易服务范围内。早在2017年、2021年，央行等多部门先后发 文，叫停各类代币发行融资活动，明确虚拟货币和相关业务活动本质属性，并加强虚拟货币交易炒作风险 监测预警。 2021年，虚拟货币交易炒作活动抬头，当年9月24日，中国人民银行等十部委发布《关于进一步防范和 处置虚拟货币交易炒作风险的通知》（下称《通知》），强调虚拟货币不具有与法定货币等同的法律地 位，不能作为货币在市场上流通使用。 但第一财经发现，目前仍有小范围币圈群体持有虚拟货币或参与虚拟资产投资，那么，如何界定这样的持 有行为和投资行为？ 对此，炜衡律师事务所、衡财保团队律师张鹏在接受采访时表示，虚拟货币（如比特币、以太坊、USDT 等）不具有与法定货币等同的法律地位，不能作为货币在市场上流通使用，我国对虚拟货币相关活动采取 严格限制甚至禁 ...