美国财富管理公司首席经济学家布莱恩·雅各布森认为，未来几天我们可能会看到更多加密货币抛售行 为。除了加密货币，此前高涨的包括黄金、白银在内的贵金属也在特朗普宣布提名沃什担任下一任美联 储主席后遭猛烈抛售，随即价格暴跌。 智通财经APP获悉，加密货币ETF及概念股走低，截至发稿，嘉实以太币(03179)跌16.39%，报5.46港 元；华夏以太币(03046)跌16.09%，报5.425港元；华夏比特币(03042)跌6.87%，报9.425港元；迷策略 (02440)跌4.95%，报1.73港元。 消息面上，2月2日早盘，比特币一度跌破76000美元/枚，较2025年峰值时期下跌约40%。截至发稿，比 特币回升至77225美元/枚。据券商中国1日报道，过去的24小时内，币圈遭遇"血洗"。其中，比特币大 幅下挫，盘中跌幅一度超过7%，最低下探至7.6万美元；第二大加密货币以太坊一度下跌超11%，最低 触及2256美元。 ...

Core Viewpoint - The cryptocurrency ETF market is experiencing a rise, with significant increases in the prices of various Ethereum and Bitcoin ETFs following the announcement of a pilot project by the CFTC regarding tokenized collateral in the derivatives market [1] Group 1: Market Performance - As of the report, the prices of various ETFs are as follows: - 嘉实以太币 (03179) increased by 6.06% to 7.875 HKD - 华夏以太币 (03046) rose by 6.03% to 7.83 HKD - 博时以太币 (03009) went up by 5.88% to 2.52 HKD - 嘉实比特币 (03439) climbed by 2.53% to 11.34 HKD [1] Group 2: Regulatory Developments - On December 8, the CFTC announced the initiation of a pilot project for tokenized collateral in the derivatives market, which includes guidelines for futures brokers, swap market participants, and clearinghouses [1] - The pilot project is based on two staff recommendations and a no-action letter sent to Coinbase, indicating a regulatory framework for tokenized assets [1] - The guidelines for collateral include tokenized versions of U.S. Treasury securities and money market funds, with clear requirements for asset segregation, reporting, and monitoring [1] Group 3: Tokenized Assets - Tokenized assets refer to the digital representation of real-world or financial assets on a blockchain, which, while not providing direct claims to the assets, are believed to enhance liquidity and support fractional ownership [1] - The process of tokenization may facilitate easier access for foreign investors to the U.S. market [1]

Group 1 - The core viewpoint of the article highlights the rise of cryptocurrency ETFs despite market trends, with specific increases in prices for various ETFs such as 嘉实以太币 (up 6.06% to 7.875 HKD), 华夏以太币 (up 6.03% to 7.83 HKD), and 博时以太币 (up 5.88% to 2.52 HKD) [1] - The U.S. Commodity Futures Trading Commission (CFTC) announced a pilot program for tokenized collateral in the derivatives market, which includes guidelines for tokenized versions of U.S. Treasury and money market funds, emphasizing asset segregation, reporting, and monitoring requirements [1] - The pilot program is introduced through two staff recommendations and a no-action letter sent to Coinbase, applicable to futures brokers, swap market participants, and clearinghouses [1] Group 2 - Tokenized assets refer to the digital representation of real-world or financial assets on a blockchain, which, while not providing direct claims to the assets, are believed to enhance liquidity and facilitate fractional ownership [2] - The CFTC's recent announcement allows exchanges under its regulation to begin trading spot cryptocurrencies on derivatives exchanges, as stated by acting chair Caroline Pham [2]

Group 1 - The Hong Kong stock market saw a strong performance in cryptocurrency spot ETFs, with notable gains including over 10% for Huaxia SOL and over 8% for several Ethereum ETFs [1] - Bitcoin experienced a rebound, rising over 2% to surpass $93,000, while Ethereum climbed above $3,000, indicating a recovery from previous declines [1] - Analysts suggest that this rebound provides a brief respite from months of downward trends, although market sentiment remains cautious and fragile, with ongoing pressure in the cryptocurrency market [1] Group 2 - Specific performance data shows that Huaxia SOL increased by 10.14% to a price of 5.650, with a total market value of 84.75 million and a year-to-date decline of 31.06% [2] - Other notable ETFs include Jiashi Ethereum, which rose by 8.16% to 7.225, with a market cap of 85.98 million and a year-to-date decline of 10.69% [2] - Bitcoin ETFs also showed gains, with both Boshi Bitcoin and Huaxia Bitcoin increasing by 6.58%, priced at 7.130 and 11.340 respectively, while their market values were 813 million and 1.682 billion [2]

Core Viewpoint - The Hong Kong stock market experienced a significant decline in cryptocurrency spot ETFs, with major products like MBC Ethereum, Bosera Ethereum, and others dropping over 10% due to a shift in market sentiment following the end of the U.S. government shutdown and concerns over economic data and high valuation tech stocks [1] Group 1: Market Performance - MBC Ethereum fell by 10.54% to a price of 5.855, with a total market capitalization of 152 million and a year-to-date decline of 26.07% [2] - Bosera Ethereum decreased by 10.41% to 2.410, with a market cap of 210 million and a year-to-date decline of 6.08% [2] - Other notable declines include: - Jia Shi Ethereum down 10.34% to 7.540, market cap of 89.726 million, year-to-date decline of 6.80% [2] - Huaxia Ethereum down 10.29% to 7.495, market cap of 498 million, year-to-date decline of 6.43% [2] - Huaxia SOL down over 8% [1] Group 2: Bitcoin Performance - Jia Shi Bitcoin dropped by 7.09% to 11.800, with a market cap of 218 million and a year-to-date increase of 2.97% [2] - Huaxia Bitcoin decreased by 6.82% to 11.750, with a market cap of 1.707 billion and a year-to-date increase of 3.34% [2] - MBC Bitcoin fell by 6.67% to 6.580, with a market cap of 1.707 billion and a year-to-date decline of 15.96% [2] - The overall market sentiment led Bitcoin to dip below 97,000 USD per coin, marking a new low since early May [1]

Group 1 - The core viewpoint of the article highlights the strong performance of cryptocurrency-related stocks and ETFs in the Hong Kong market, with notable gains observed in specific companies and funds [1] Group 2 - Okex Chain saw an increase of over 11% [1] - Xun'an Technology experienced a rise of over 5% [1] - Various Ethereum ETFs, including Huaxia Ethereum, Bosera Ethereum, FA Southern Ethereum, and Harvest Ethereum, all rose by approximately 5% [1]