【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

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【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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DIGITAL GOLD ($BITCOIN): A Comprehensive Analysis Introduction to DIGITAL GOLD ($BITCOIN) DIGITAL GOLD ($BITCOIN) is a blockchain-based project operating on the Solana network, which aims to combine the characteristics of traditional precious metals with the innovation of decentralized technologies. While it shares a name with Bitcoin, often referred to as “digital gold” due to its perception as a store of value, DIGITAL GOLD is a separate token designed to create a unique ecosystem within the Web3 landscape. Its goal is to position itself as a viable alternative digital asset, although specifics regarding its applications and functionalities are still developing. What is DIGITAL GOLD ($BITCOIN)? DIGITAL GOLD ($BITCOIN) is a cryptocurrency token explicitly designed for use on the Solana blockchain. In contrast to Bitcoin, which provides a widely recognized value storage role, this token appears to focus on broader applications and characteristics. 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How DIGITAL GOLD ($BITCOIN) Works The operational mechanics of DIGITAL GOLD ($BITCOIN) can be elaborated on based on its blockchain design and network attributes: Consensus Mechanism: By leveraging Solana’s unique proof-of-history (PoH) combined with a proof-of-stake (PoS) model, the project ensures efficient transaction validation contributing to the network's high performance. Tokenomics: While specific deflationary mechanisms have not been extensively detailed, the vast maximum token supply implies that it may cater to microtransactions or niche use cases that are still to be defined. Interoperability: There exists the potential for integration with Solana’s broader ecosystem, including various decentralized finance (DeFi) platforms. However, the details regarding specific integrations remain unspecified. 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