10 月以来的金融市场彻底颠覆认知，纽约期金 10 月 7 日首次冲破 4000 美元 / 盎司，年内暴涨 50%；比特币紧随其后，一度摸高 11.57 万美元，24 小时 15 万人因做空爆仓 4 亿美元。 更震撼的是市场反应：纽约期金突破 4000 美元整数关口，伦敦现货金飙至 3977 美元，这轮上涨根本不是 "投机炒作"，高盛早预警过，各国央行年购金量 将达 80 吨，美联储降息后资金还会疯狂涌入。黄金的底气，就在于全球已探明储量仅 5.6 万吨，挖完即止的稀缺性。 这波疯涨背后，藏着华尔街大佬戳破的真相："任何有价值的东西都不会无限供应，只要政府还在印钞，比特币和黄金就会继续飙升"。四季度这场 "稀缺性 对决印钞机" 的大戏，普通人看懂就能守住钱袋子！ 黄金，央行都在抢的 "终极支付手段" 10 月 7 日国家外汇管理局数据砸出定心丸：我国央行已连续 11 个月增持黄金，即便 9 月增量降至 4 万盎司，仍坚定推进储备多元化。要知道，当前我国黄 金储备占比仅 7.7%，远低于 15% 的全球平均水平，未来增持空间巨大。 "2100 万枚上限，永远不会多印 1 个！" 比特币的稀缺性写死在区块链代码里 ...

你敢信吗？曾被视作野路子的加密货币，正靠着这四样东西，拆解美国金融的老规矩！曾经的双寡头格 局被打破，银行、巨头纷纷下场分蛋糕。连上市公司都把财库变币库，这操作真的稳吗？ 你敢信吗？现在连楼下咖啡店的老板都在念叨稳定币，隔壁工位的同事盯着加密公司的股价狂喜。加密 货币这股浪潮，早已不是极客圈的小打小闹，它正带着雷霆之势，狠狠撞进了美国金融市场的心脏！ 谁能想到，曾经被视作野路子的加密货币，居然能迎来立法的正名时刻！今年7月，特朗普签署的那部 稳定币法案，就像给这个躁动的市场投下了一颗定心丸，这可是加密领域头一回拿到国家层面的通行证 啊！ 要知道，稳定币这东西可不简单，它跟美元一对一挂钩，靠着现金和美债撑场面，说是区块链上的货币 基金也不为过。这下好了，银行、支付巨头们全都闻风而动，毕竟谁不想借着它降低交易成本、提速增 效呢？ 在那些通胀猛如虎的新兴市场，它更是成了老百姓对冲风险的宝贝。可转念一想，这热闹背后藏着多少 门道？银行的存款要是都流去了稳定币，放贷能力不就打了折扣？ 更别提加密平台想给稳定币付息的事儿，银行和加密圈各执一词，这监管的拉锯战，才刚刚开始！ 今年已有130多家美国上市公司筹了1370多亿美 ...

今年7月华尔街见闻提及，美国总统特朗普签署了美国国会通过的首部加密货币法案，为稳定币提供了 合法性框架。随后银行、金融科技公司和支付巨头纷纷入局，探索稳定币在降低交易成本和提升效率方 面的潜力。 同时，加密公司掀起上市热潮，并在公开市场受到追捧。更引人注目的是，一些上市公司开始将公司财 库大量配置于比特币等加密资产，使自身股价与加密货币的波动紧密相连。 从稳定币立法、新兴稳定币激增，到加密货币公司IPO热潮，再到传统股票公司大举收购加密资产，四 大趋势让加密货币以前所未有的深度和广度融入传统金融体系，为行业创造了数十亿美元利润的同时， 也给投资者和监管机构带来了新的风险。 然而，这种快速融合也带来了新的挑战。稳定币的扩张可能影响银行的存款基础和放贷能力，并潜藏着 系统性风险。加密公司IPO背后的高波动性，以及上市公司"币库化"策略给二级市场投资者带来的实际 亏损，都预示着这场由加密货币驱动的金融变革远未尘埃落定。 立法突破为稳定币正名 今年7月，特朗普总统签署了一项关于稳定币的法案，这是加密货币领域首次获得国家层面的法律认 可。 稳定币是一种与美元等法定货币一对一锚定的区块链代币，通过持有现金和短期美债等流动 ...

Group 1: Market Overview - Recent market focus has been on geopolitical conflicts and the Federal Reserve's interest rate meeting, with investors speculating on potential escalation and the dot plot on Thursday [1] - If there are no tariff impacts, the Federal Reserve may consider a rate cut in June, indicating a possible dovish signal from Powell, but current inflation trends and high policy uncertainty suggest a "dovish talk, hawkish action" approach [1] Group 2: Legislative Developments - The U.S. Senate has passed the GENIUS Act, which is significant for the cryptocurrency industry as it allows stablecoins to be legally integrated on-chain, paving the way for industry growth pending presidential signature [2] Group 3: Cryptocurrency Market Insights - Overall on-chain activity has been relatively calm, but the AVAX chain has shown strong performance, with short-term trends in assets like lambo and fomo suggesting potential investment opportunities [3] - The centralized exchange (CEX) market has declined alongside the broader market, with altcoins underperforming, while the DeFi sector has shown relative resilience, indicating that leading projects may rebound significantly once the market stabilizes [3] Group 4: Bitcoin (BTC) Analysis - BTC has experienced significant price volatility, currently retracing to levels seen 13 days prior, with minor support at 103,500 and key support at 100,800; maintaining above 100,800 could allow for a wide trading range around 10,000 [4] Group 5: Ethereum (ETH) Analysis - ETH is currently at a profit-taking level around 2,500, with expectations of a fluctuating market; small long positions are suggested while monitoring for potential rebounds, with significant short positions noted around 2,570 [5][7] Group 6: Trading Strategies - Recommendations include shorting at high points and going long at low points, with a current trend indicating that short positions may be more profitable due to negative news or panic leading to rapid declines, while upward movements require strong positive news and substantial capital to absorb selling pressure [6][9] Group 7: Broader Market Signals - The SPX has shown strong upward movement but with weakening momentum, indicating potential bearish signals; short-term trading strategies may involve light long positions in line with BTC rebounds, while being cautious of resistance levels and support failures [12]

智通财经6月18日电，摩根大通将在Coinbase区块链上试行一款存款代币。 ...

摩根大通将在Coinbase区块链上试行一款存款代币。 ...