【比推每日新闻精选】美 SEC 批准现货比特币及以太坊 ETF 的实物申赎;Strategy 以约 24.6 亿美元的价格增持 21,021 枚比特币;The Information:加密交易所Kraken寻求约5亿美元融资,对应估值达150亿美元

比推Published on 2025-07-29Last updated on 2025-07-29

比推小编每日为您精选的Web3新闻:

【美 SEC 批准现货比特币以太坊 ETF 的实物申赎】

比推消息,美国证券交易委员会(SEC)已正式批准所有现货比特币(Bitcoin)和现货以太坊(Ethereum)ETF 采用实物创建/赎回(in-kind creation/redemption)模式。彭博分析师James Seyffart表示,未来对其他山寨币(altcoin)ETF 的批准,很可能从一开始就允许采用这种实物申赎模式。

实物申赎模式意味着 ETF 的发行方可以直接接受或交付基础加密资产(如比特币或以太坊),而不是通过现金结算,这通常被认为是更高效、更符合加密市场特性的方式。这一举措预示着加密货币 ETF 在美国市场迈向更成熟、更被接受的方向。

Strategy 以约 24.6 亿美元的价格增持 21,021 枚比特币】

比推消息,据官方公告,Strategy已以约 24.6 亿美元的价格收购了 21,021 个比特币,每枚比特币的价格约为 117,256 美元,并已实现 2025 年迄今 25.0% 的比特币收益率。截至 2025 年 7 月 29 日,该公司持有 628,791 个比特币,每枚比特币成本价约为 73,277 美元,价值约为 460.8 亿美元。

【The Information:加密交易所Kraken寻求约5亿美元融资,对应估值达150亿美元】

比推消息,The Information报道称,加密货币交易所Kraken寻求约5亿美元的融资,对应估值达150亿美元。

【Phoenix: BTCS Inc提交20亿美元暂搁注册发行文件,所得资金可能用于购买以太坊】

比推消息,据Phoenix报道,区块链技术公司BTCS Inc.(纳斯达克股票代码:BTCS)已提交一份混合暂搁注册说明书,涵盖高达20亿美元的普通股、优先股、认股权证和单位。公司表示,此次发行的所得资金可能用于购买以太坊(ETH)。

【香港金管局:《稳定币条例》生效后将设6个月过渡安排】

比推消息,《稳定币条例》本周五起生效,香港金管局表示将设 6 个月过渡安排,处理之前在香港已有稳定币发行业务的机构,包括向有能力遵守监管规定的发行人,发出临时牌照;若发行人未能在条例生效后 3 个月内符合相关要求,须在法例生效后 4 个月内有序结束在香港的业务;如果金融管理专员未能信纳发行人有能力符合发牌准则及监管规定,发行人要在接获拒绝通知后一个月内有序结束香港业务。

【SEC 权衡贝莱德以太坊 ETF 质押功能,灰度莱特币提案被推迟】

比推消息,美国证券交易委员会(SEC)正审查贝莱德(BlackRock)在其以太坊交易所交易基金(ETF)中加入“质押”(staking)功能的申请,并已就此征求公众意见。此前,纳斯达克代表贝莱德提交了这项规则变更,追随其他资管公司的类似举动。值得注意的是,SEC 公司金融部门曾表示,某些质押活动不涉及证券发行。

与此同时,SEC 决定将对灰度(Grayscale)莱特币 ETF 提案的审批推迟至 10月10日。尽管如此,SEC 周二也投票批准了加密交易所交易产品可进行 实物申购和赎回的指令,这对市场而言是一个积极进展。

自特朗普政府上任以来,监管环境对加密行业更为友好,SEC 正在权衡数十项加密 ETF 提案。此前,REX-Osprey 已通过不同途径推出了美国首个带有质押功能的加密 ETF。

【美联储理事库格勒因私缺席本周议息,票委暂降至11人】

比推消息,据外媒报道,美联储表示,美联储理事库格勒因个人事务原因缺席本周举行的为期两天的7月政策会议。这可能意味着将只有11名FOMC成员对本周的政策决定进行投票,而非常规的12人。尽管预计美联储理事沃勒和理事鲍曼可能会成为两位异见人士,支持在本月降低利率,但委员会应该仍会以绝对多数的结果支持维持利率不变。根据美联储的政策,如果有一位地方联储行长缺席投票,其他行长可以作为替代人选参与投票。然而,理事席位没有替代人选。


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