在特朗普政府友好政策和大资金配置的推动下，全球最大的加密货币比特币周一首次突破12.3万美元大关。贝莱德旗 下比特币现货ETF正朝着1000亿美元的规模迈进。 随着稳定币立法即将通过，美国众议院共和党人宣布"加密货币周"到来。作为放松监管的最新举措，美国官员周一发 布了关于银行如何提供与数字资产类别相关的托管服务的新指南。 比特币空头遭遇挤压，导致数十亿美元的看跌押注化为乌有，这在一定程度上助推比特币过去一周反弹约15%。 这与前段时间的情况形成鲜明对比。数月以来，比特币一直维持在狭窄的波动区间内，因为投资者们正应对贸易紧张 局势，而且一些曾经的大买家也纷纷抛售。但比特币的倡导者们却坚持持有，与此同时，加密货币交易所交易基金 (ETF)再次蓬勃发展，以Strategy(MSTR.US)为首的金融公司已承诺购买数十亿美元的比特币。 EMJ Capital总裁兼创始人Eric Jackson表示："我们没想到这种上涨势头会如此迅猛。很多与我交流的精明投资者认 为，到今年年底，比特币价格可能会迅速飙升至15万美元，甚至25万美元。" 比特币突破价格区间 资金疯狂涌入，空头惨遭血洗 ETF和机构仍在大量购入，而一批长 ...

Group 1: Regulatory Developments - The probability of approval for spot crypto ETFs in the U.S. has surged to 90% or higher, significantly exceeding previous expectations, driven by the SEC's unusually positive interactions with issuers [3][4] - The SEC's recent engagement is seen as a critical signal of a friendlier regulatory environment, with potential approval expected within the next few months [3] - The approval of ETFs is anticipated to lower the entry barriers for retail investors and attract billions in institutional funds [3] Group 2: Market Sentiment and Bitcoin's Positioning - Paolo Ardoino's statement on CNBC labeling Bitcoin as the "new gold" has resonated globally, emphasizing Bitcoin's scarcity, anti-inflation properties, and decentralized nature [6] - Bitcoin's trading volume increased by 15% within 24 hours following Ardoino's comments, reflecting heightened investor interest in Bitcoin as a core asset [6] - XBIT has optimized its liquidity pools for Bitcoin, enabling rapid settlements and low slippage, catering to the demand for core asset trading [6] Group 3: Market Reactions and Performance - Cryptocurrency-related stocks in the U.S. saw significant pre-market gains, with ProShares Bitcoin Strategy ETF and iShares Bitcoin Trust both rising by 2.5% [9] - Coinbase's stock increased by 1.2%, while MicroStrategy recorded a gain of 1.7%, driven by reduced policy uncertainty and positive market sentiment [9] - XBIT's daily active users surged by 25% following the news of rising stock prices, showcasing its appeal as a decentralized hub [10]

Group 1 - U.S. cryptocurrency stocks experienced a decline, with Coinbase Global down by 1.3% [1] - Bitfarms saw a decrease of 3.2% [1] - Strategy also fell by 1.3% [1] Group 2 - ProShares Bitcoin Strategy ETF dropped by 2.8% [1] - iShares Bitcoin Trust declined by 3.1% [1]

Group 1 - Truth Social, associated with Donald Trump's media company, is moving closer to launching a Bitcoin ETF for ordinary investors [1][2] - The ETF aims to track Bitcoin prices, providing an easy way for investors to participate without directly holding cryptocurrencies [2] - The application for the ETF is part of a broader strategy by Trump Media to enter the cryptocurrency space, including a partnership with Crypto.com to launch various digital asset products [2] Group 2 - The cryptocurrency market has seen significant growth, with the market size exceeding $130 billion since the launch of spot Bitcoin ETFs in January 2024 [2] - BlackRock's iShares Bitcoin Trust holds nearly $69 billion in assets, making it the largest digital asset management product globally [2] - The ETF application process involves a necessary filing (19b-4) that regulators will review to decide on the approval for trading on U.S. exchanges [1]

Group 1 - Cryptocurrency stocks are rising in pre-market trading, with ProShares Bitcoin Strategy ETF up by 3.5% and iShares Bitcoin Trust up by 3.4% [1] - Bitcoin has reached its highest point in two and a half months, hitting $99,598 per coin [1]