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 - China Rare Earth Group denies any collaboration regarding the so-called "Rare Earth RMB Stablecoin," stating that the information is fabricated and misleading [1] - Ethereum's price has increased approximately 29% in 2025, surpassing Bitcoin's 28% increase, with recent prices reaching $4311.58, the highest in eight months [2][3] - Institutional demand for Ethereum has surged, with significant inflows into Ethereum spot ETFs, totaling around $50 billion in net inflows last month [2][3] Group 2 - Truth Social has submitted a revised S-1 registration statement for its Bitcoin spot ETF to the SEC, but details on management fees and trading codes remain undisclosed [2] - Stripe is collaborating with Paradigm to develop a Layer 1 blockchain named "Tempo," focusing on payment solutions and compatible with Ethereum programming languages [3] - Blue Origin, Jeff Bezos's aerospace company, has partnered with Shift4 to accept cryptocurrency payments for space travel, including Bitcoin and Ethereum [4] Group 3 - Chainlink has partnered with Intercontinental Exchange (ICE) to integrate global forex and precious metals pricing data into Chainlink Data Streams, enhancing data accuracy for blockchain applications [4] - CryptoQuant indicates Ethereum's short-term support range is between $3980 and $4020, with resistance between $4450 and $4550, amid high market leverage [5] - Singapore Exchange is considering launching cryptocurrency perpetual futures contracts by the end of the year, targeting institutional demand [6] Group 4 - BitMine Immersion Technologies has attracted $259 million from South Korean retail investors since July, becoming a popular overseas stock due to its significant Ethereum holdings [6] - CME's Ethereum futures trading volume reached a record high of $118 billion in July, marking an 82% month-over-month increase [6] - CoinShares reports a total inflow of $572 million into digital asset investment products last week, with Ethereum ETP leading the market [7] Group 5 - MicroStrategy, now known as Strategy, has seen its stock price increase by over 2600% since it began purchasing Bitcoin in 2020, making it the largest corporate holder of Bitcoin [8]