加密早报:SEC 主席否认 ETH 是证券,Polymarket 拟重返美国市场

深潮Published on 2025-07-21Last updated on 2025-07-22

Strategy宣布拟发行STRC股票,募集资金用于比特币收购。

作者:深潮 TechFlow

昨日市场动态

SEC 主席:ETH 不属于证券

美国新任证券交易委员会主席 Paul Atkins 在接受 CNBC 采访时表示,ETH 不是证券。

市场消息:加密货币托管公司 BitGo 在美国秘密提交 IPO 申请

据市场消息,加密货币托管公司 BitGo 秘密提交美国 IPO 申请。

Aspecta 官宣 ASP 代币将于 7 月 24 日进行 TGE

据 Aspecta 核心贡献者 Jack He (@jackhe24) 在社交媒体平台 X 上宣布,Aspecta (ASP) 代币生成事件 (TGE) 将于 2025 年 7 月 24 日上午 10:00 UTC 正式启动。

Sonic Labs 联创:Sonic Labs 已销毁空投分配的全部186.6万枚S,价值约 75 万美元

Sonic Labs 联合创始人 Andre Cronje 在 X 上发文称,Sonic Labs 销毁了空投中分配的全部 1,866,256.59 枚 S,价值 754,902.66 美元。

Polymarket 以 1.12 亿美元收购了衍生品交易所QCEX,计划重返美国市场

据 Blockworks 报道,Polymarket 以 1.12 亿美元收购了衍生品交易所QCEX,计划重返美国市场。

币安:将为 BSC 链 Alpha 代币限价买单提供 4 倍交易量积分

据官方公告,自 2025 年 7 月 22 日 8:00 起,在币安 Alpha CEX 以限价单购买 BSC 链 Alpha 代币的订单,将享受 4 倍交易量计入币安 Alpha 积分。活动截止时间将另行通知。

Strategy宣布拟发行STRC股票,募集资金用于比特币收购

据官方公告,Strategy(纳斯达克代码:MSTR、STRK、STRF、STRD)今日宣布计划首次公开发行500万股可变利率A系列永久优先股(STRC股票)。公司表示,募集资金将用于一般企业用途,特别是比特币收购和运营资金。

STRC股票初始年股息率为9.00%,按月支付,公司保留调整股息率的权利。Morgan Stanley、Barclays、Moelis & Company和TD Securities将担任此次发行的联合账簿管理人。

Robinhood CEO:将坚持推进代币化股票计划

据Decrypt报道,Robinhood首席执行官Vlad Tenev近日承认公司推出的OpenAI代币化股票引发争议,但表示将坚定扩展此项业务。此前,OpenAI对未经授权的代币化股票表示强烈反对,美国SEC也发出警告称代币化证券仍需遵守联邦证券法。

Tenev表示:"成为首个实际代币化这些优秀公司的平台是一个重要里程碑。每当你首创有意义的事物,总会有一些争议。"他计划将此模式扩展至数千家私人公司,并与DeFi市场整合。

美股上市公司 Dynamix 拟成立 Ether Machine,并计划持有超 15 亿美元 ETH

据华尔街日报报道,美股上市空白支票公司 Dynamix 正筹备与另一实体合并,组建一家名为“Ether Machine”的新公司,计划持有超过 15 亿美元的以太坊(ETH)。

港股上市公司经纬天地:推出自主开发的全球稳定币货币支付平台

据金十数据报道,经纬天地港交所公告,公司宣布进军加密支付领域,将于2025年7月21日发布首款移动应用程式「Fopay」,提供一站式支付平台。Fopay基于稳定币加密支付概念开发,目前透过若干持牌合作方提供稳定币托管及预付卡支付功能。董事会认为,推出Fopay及新业务板块可为公司探索更多商机并对股东整体有利。

FTX寻求延期回应债权人异议,4.7亿美元海外索赔或被冻结

据Cointelegraph报道,FTX破产管理团队正寻求德拉华法院延期,以回应超过90项针对其"受限外国司法管辖区"还款暂停提案的异议。该提案影响49个国家的债权人,涉及总额约4.7亿美元的索赔,其中中国债权人占比最大,达82%(约3.8亿美元)。

FTX团队表示,向这些国家的债权人还款可能触发罚款、个人责任甚至刑事处罚。然而,多位债权人对此强烈反对,认为此举可能导致其索赔价值归零。据FTX债权人Sunil Kavuri透露,目前仍有约14亿美元的FTX索赔等待解决。

行情动态

推荐阅读

对话 DeFi Report 创始人:10 张图揭示以太坊牛市序幕,机构资金或成最大推手

本文深入探讨了以太坊的牛市趋势及其背后的驱动力,重点关注机构资金流入、稳定币采用、链上资产管理和以太坊供应动态等方面,并通过多个数据图表分析了相关趋势。文章还讨论了 Layer 2 的发展对以太坊生态系统的影响,以及市场指标如 MVRV Z 分数和市值与 TVL 的关系。

你的“稀缺心态”,才是加密交易的最大敌人

本文探讨了“稀缺心态”如何成为加密交易中的最大敌人,并分析了这种思维模式对交易决策的负面影响。作者通过个人经验和行为经济学视角,揭示了稀缺心态源于财务创伤,导致交易员在决策中陷入恐惧、焦虑和非理性。文章还提供了克服稀缺心态的策略,强调丰盛思维和动态风险管理的重要性。

天才法案之后,清晰法案应该关注什么

本文围绕加密行业及监管动态分析,重点介绍美国的《天才法案》和《清晰法案》对加密行业的影响,分析代币发行、稳定币及数字商品的监管框架,并展望未来的加密市场发展趋势。

起猛了,NFT 好像正在拉盘?

本文讲述了NFT市场回暖迹象显现,主要受以太坊生态资金推动,交易量和市值显著增长。部分主流NFT项目表现突出,如CryptoPunks、Moonbirds、Pudgy Penguins等。市场回暖背后逻辑包括以太坊价格反弹及市场洗盘后的资金布局。然而,赛道共识仍需恢复,未来发展仍有不确定性。

2025 Q2 亚洲加密动态总结:监管趋于稳定,企业投资不断增加

本文探讨了2025年第二季度,亚洲Web3市场迎来关键转折,各国在监管框架的基础上展开实质性市场活动和资本部署,展现出差异化的发展路径。报告详细分析了韩国、日本、香港、新加坡、中国、越南、泰国和菲律宾在加密货币政策、企业动态及市场发展的最新进展。

Trending Cryptos

Related Reads

Mid-Year Review of U.S. Crypto Policy: CLARITY Gains Momentum for a Comeback, Who Will Lead the Second Half?

Mid-Point Review of U.S. Crypto Policy: CLARITY Act Gains Momentum, Who Will Lead the Second Half? The U.S. crypto industry is hopeful for a breakthrough as the Senate advances the CLARITY Act, but securing the necessary 60 votes requires bipartisan compromise. With only about 40 legislative days left, the path is tight. The policy agenda is crowded. Alongside CLARITY, multiple crypto tax proposals spun off from the new PARITY Act seek attachment to larger bills. The Blockchain Regulatory Certainty Act aims to codify developer protections, and key rules under GENUIS remain under negotiation. The CFTC operates with four vacant commissioner seats, creating uncertainty. A major unresolved battle is over which regulator—state authorities, the CFTC, or the SEC—will gain jurisdiction over prediction markets. The sector also faces the impending departure of two key advocates: SEC Commissioner Hester M. Peirce and Senator Cynthia Lummis. Industry leaders provided cautious perspectives. Sara K. Weed doubts CLARITY will pass this Congress, expecting agencies like the SEC to provide guidance instead. Sulolit "Raj" Mukherjee believes targeted crypto tax provisions have a real chance if attached to must-pass year-end legislation. Rashan Colbert highlights the CFTC's recent efforts to build a regulatory framework for the growing prediction markets sector, warning against an overly broad "gambling" classification that could stifle innovation. The second half of the policy year has begun. The window for action is narrow, but opportunities remain. Sustained bipartisan engagement is crucial for achieving substantive results.

Foresight News4m ago

Mid-Year Review of U.S. Crypto Policy: CLARITY Gains Momentum for a Comeback, Who Will Lead the Second Half?

Foresight News4m ago

Will the STRC Issue Price Determined by ChatGPT Lead to a Death Spiral?

A "death spiral" concerns surround the "STRC" preferred shares from MicroStrategy, a financial instrument designed by CEO Michael Saylor with significant AI consultation to trade near a $100 face value. Since its July 2025 launch alongside a ~40% Bitcoin (BTC) decline, STRC has traded at a discount, hitting a low of $82.53 and pushing its effective dividend yield above 12.9%. The debate centers on whether STRC's structure—which relies on MicroStrategy issuing more shares to fund Bitcoin purchases and dividends—is sustainable or a "centralized Ponzi scheme," as economist Peter Schiff claims. Skepticism grew after Saylor revealed the product's design involved extensive AI dialogue to create a legally viable, monthly-dividend, price-stable preferred share—a novel concept. MicroStrategy's recent sale of 32 BTC to cover dividends, coupled with a sharp slowdown in its weekly Bitcoin buys (from billions to ~$100 million in June), has intensified fears. The "at-the-market" equity issuance, a key funding mechanism, is paused while STRC trades below par. This raises the "death spiral" risk: a lower STRC price triggers automatic dividend rate hikes, increasing cash obligations and potentially forcing more share sales or Bitcoin divestments. Bullish analysts like Jesse Myers argue the sell-off stems from leveraged positions unwinding, not fundamental failure, noting the company can cover dividends for decades if BTC appreciates modestly. The shift to semi-monthly dividends and the high yield at discounted prices may attract new buyers. Major AI models (ChatGPT, Grok, Claude) suggest a return to $100 is possible but conditional on restored market confidence, sustainable dividend coverage without asset sales, and a Bitcoin price recovery. The critical test arrives as new dividend rules take effect June 30, likely raising rates again with STRC below $95. The central question remains: Can MicroStrategy fulfill its obligations without selling Bitcoin, or will the mechanism accelerate its own decline?

marsbit10m ago

Will the STRC Issue Price Determined by ChatGPT Lead to a Death Spiral?

marsbit10m ago

Why Did NVIDIA's Bond Issue Go Unnoticed While SpaceX's Caused a Plunge?

The article analyzes the contrasting market reactions to recent bond issuances by SpaceX and NVIDIA. While NVIDIA's $25 billion bond offering was met with strong demand and seen as securing long-term capital for its already profitable AI business, SpaceX's move to raise at least $20 billion in bonds (primarily to refinance bridge loans) triggered a sell-off in its stock (SPCX). The key difference lies in the stage of cash flow validation for their respective core narratives. For NVIDIA, the AI boom is generating substantial, visible revenue and profits, making debt a tool to amplify a proven growth curve. For SpaceX, despite a strong cash position post-IPO and a revenue-generating business in Starlink, its valuation is heavily tied to future, capital-intensive projects like Starship, global satellite networks, and potential AI infrastructure. The bond issuance acted as a trigger, shifting market focus from SpaceX's long-term vision to the pressing question of whether Starlink's profits can fund these ambitious, unproven ventures before they generate their own returns. Thus, the market penalizes not the act of borrowing itself, but the perceived gap between high capital expenditure and the speed of cash flow realization. SpaceX's valuation recovery hinges on demonstrating that Starlink's profitability can outpace the burn rate of its futuristic projects or that those projects (like Starship achieving reliable, low-cost reusability) can soon transition from costly visions to commercial realities.

marsbit16m ago

Why Did NVIDIA's Bond Issue Go Unnoticed While SpaceX's Caused a Plunge?

marsbit16m ago

Will the STRC Issue Price Determined by ChatGPT Really Fall into a Death Spiral?

"Strategy's" (STRC) preferred share, a financial instrument designed by CEO Michael Saylor in consultation with AI to trade steadily at $100, faces mounting pressure. Since its July 2025 launch alongside a ~40% Bitcoin price drop, STRC has traded at a steep discount, hitting a low of $82.53. This discount pushes its effective dividend yield above 12.9%. The core debate revolves around whether STRC's structure is sustainable or a "centralized Ponzi scheme," as economist Peter Schiff claims. The mechanism relies on issuing new shares ("at-the-market" offerings) to fund Bitcoin purchases and dividend payments. However, the deep discount has paused these ATM offerings, slowing Bitcoin accumulation and forcing a minor sale of 32 BTC to cover obligations. Proponents, like The Smarter Web Company's Jesse Myers, argue the sell-off is a leveraged unwinding, not a fundamental failure. They note Strategy has ample resources to cover dividends for years if Bitcoin appreciates modestly. The deep discount also makes STRC attractive for yield-seeking buyers, as dividends are calculated on the $100 face value. The key test is whether Strategy can maintain dividends without sustained Bitcoin sales. A critical watchpoint is June 30th, when STRC switches to semi-monthly dividends. An automatic rule will likely raise the dividend rate further because the price remains below $95$, potentially creating a "death spiral": lower prices trigger higher yields, increasing the cash burden and forcing more dilution or asset sales. The question of whether this AI-designed "flywheel" is a stable instrument or a flawed accelerator will be answered by its price action and Strategy's funding choices in the coming months.

链捕手16m ago

Will the STRC Issue Price Determined by ChatGPT Really Fall into a Death Spiral?

链捕手16m ago

Trading

Spot
Futures

Hot Articles

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of ETH (ETH) are presented below.

活动图片