【比推每日新闻精选】Coinbase第二季度增持2,509枚BTC，计划为美国用户推出代币化股票和预测市场；Strategy Q2净收入创历史新高，并提交 42 亿美元 STRC 发行以加仓比特币；以太坊基金会研究员发布 10 年“lean Ethereum”愿景：10k TPS、100% 正常运行时间、EVM 2.0 等

比推Published on 2025-07-31Last updated on 2025-07-31

比推小编每日为您精选的Web3新闻：

【Coinbase第二季度增持2,509枚BTC，计划为美国用户推出代币化股票和预测市场】

比推消息，Coinbase首席执行官布莱恩·阿姆斯特朗（Brian Armstrong）在X平台上表示：“Coinbase看多比特币。我们在第二季度增持了2,509枚BTC，并将继续购买。” Coinbase第二季度财报未能达到市场预期，零售交易量在上季度有所下降，导致该公司股价在盘后交易中下跌了约6%。

Coinbase向CNBC证实，正准备向美国用户提供代币化版本的美国股票，即通过区块链技术进行交易的股票数字代表。这将允许用户全天候购买和出售代币化股票，并享受比传统股票市场更快的结算速度和更低的成本。此举正值华尔街机构普遍探索代币化以提高资本市场效率和可及性的浪潮之中。

此外，Coinbase还计划推出预测市场，允许用户使用加密资产对未来事件的结果进行押注。这些功能预计将在未来几个月内推出，但需等待监管的进一步明朗。

【Strategy Q2净收入创历史新高，并提交 42 亿美元 STRC 发行以加仓比特币】

比推消息，Strategy（股票代码：MSTR）2025年第二季度财务业绩显示营业收入创下历史新高。该公司还超越了其全年BTC收益率25%的目标，远超预期，其美元收益现已超过130亿美元。

数据显示，Strategy Q2季度总收入为1.145亿美元，同比增长2.7%。营业收入约为140.3亿美元，较去年同期增长7106%。其中包括Strategy数字资产的未实现收益，该收益为140亿美元。

在发布财报的同时，Strategy宣布申请了42 亿美元的 STRC 发行，并将利用所得款项购买更多比特币。该公司将全年 BTC 收益率和“BTC 收益”目标分别提高至 30% 和 200 亿美元。

【以太坊基金会研究员发布 10 年“lean Ethereum”愿景：10k TPS、100% 正常运行时间、EVM 2.0 等】

比推消息，以太坊基金会高级研究员 Justin Drake 发布了未来十年以太坊协议的开发愿景，命名为“精益以太坊”（lean Ethereum）。

该愿景旨在：

性能升级： 将L1的TPS提升至10,000，L2的TPS提升至100万。

极致可靠： 保证100%的正常运行时间，同时抵抗量子计算和国家级审查等威胁。

三大核心升级： 计划推出针对共识层的“Beacon Chain 2.0”、数据层的“post-quantum blobs 2.0”以及执行层的“EVM 2.0”。

Drake强调，该愿景不仅是技术蓝图，更是一种追求简约、模块化和可证明安全的“美学”。该计划的公布正值以太坊成立十周年之际，为以太坊的长期发展指明了方向。

【富兰克林邓普顿等多家资管公司修订Solana ETF申请，或为获SEC批准做准备】

比推消息，包括 富兰克林邓普顿（Franklin Templeton）、Bitwise、富达（Fidelity）、Grayscale 和 VanEck 在内的多家资产管理公司，向美国证券交易委员会（SEC）提交了其现货Solana ETF的S-1注册声明修订文件。 Grayscale在其文件中披露，计划对其基金收取2.5%的管理费，以SOL支付。

NovaDius Wealth总裁Nate Geraci表示，这些修订显示了发行方与SEC之间正在进行对话，以完善招股说明书的语言，意味着审批流程正在推进。目前，SEC正在权衡包括Solana在内的数十种加密货币ETF提案，例如XRP和狗狗币。

【短期贷款公司 Mill City 完成4.5亿美元私募配售，豪掷近2.8亿美元购入7600万枚SUI】

比推消息，短期贷款和专业金融服务公司 Mill City Ventures III 今日宣布，通过完成一笔4.5亿美元的私募配售，正式建立了其企业 Sui (SUI) 资产储备。该公司用私募所得收益的绝大部分，以均价约3.64美元购入了 76,271,187 枚 SUI，总价值近 2.8亿美元。

Mill City 表示，通过与 Sui 基金会合作，它成为市场上唯一一家获得官方基金会支持的加密资产储备策略。公司计划将私募配售所得净收益的约98%用于SUI的收购和管理，并将在公开市场继续增持。

此次配售吸引了众多知名机构参与，包括 Galaxy Digital 和 Pantera Capital 等。Galaxy CEO Mike Novogratz 评论称，此举为公共市场投资者提供了一种“干净、流动性强且机构级的”方式来接触数字资产生态系统，也反映出企业将各类加密货币纳入资产储备的趋势。

【美 SEC 启动 Project Crypto 计划，推动证券规则现代化并推进市场转向链上】

比推消息，据路透社消息，美国证券交易委员会（SEC）启动 Project Crypto 计划，旨在推动证券规则现代化并将市场迁移至链上。

Twitter：https://twitter.com/BitpushNewsCN

比推 TG 交流群：https://t.me/BitPushCommunity

比推 TG 订阅： https://t.me/bitpush

说明: 比推所有文章只代表作者观点，不构成投资建议
比推每日精选
相关新闻

Trending Cryptos

ctr
CitreaCTR
wstusdt
wrapped stUSDTWSTUSDT
apr
CapricornAPR
ctx
Cryptex FinanceCTX
audio
AudiusAUDIO
comp
CompoundCOMP
mantra
MantraMANTRA
waxl
AxelarWAXL
bill
Billions NetworkBILL
pyth
PYTH (Pyth)PYTH
rune
THORChainRUNE
brev
BrevisBREV
zrx
ZRX（0X）ZRX
cake
PancakeSwapCAKE
dos
DAPPOSDOS

Related Reads

Ray Dalio's Latest Macro Analysis Full Text: Buy More Gold, Add Some Bitcoin

In his latest macro analysis, Ray Dalio applies his framework from "How Countries Go Broke: The Big Cycle" to the current global debt environment. He highlights recent events like Japan selling U.S. Treasuries and rising U.S. long-term yields as signs of an unsustainable debt dynamic. Dalio explains that excessive government debt leads to either unacceptably high interest rates, severe economic downturns, or significant currency debasement through central bank money printing. He summarizes the U.S. fiscal situation: with $5.5 trillion in revenue, $7.5 trillion in spending, a $2 trillion deficit, and total debt at six times annual revenue, debt servicing costs are immense. Without correction, U.S. debt could reach $55-$60 trillion in a decade. Dalio proposes a "3% Three-Way" solution: reducing the budget deficit to 3% of GDP through balanced spending cuts, tax increases, and interest rate reductions to avoid a traumatic adjustment. In response to FAQs, he argues that the risk of a U.S. debt crisis is high and could materialize within a few years if the current path continues. He dismisses the notion that the dollar's reserve status makes the U.S. immune, citing historical precedents of reserve currency declines. He is also unconvinced by Japan's high-debt stability, noting poor returns for yen-denominated assets. For investors, Dalio recommends diversifying globally, underweighting bonds, and overweighting assets like gold and a small allocation to Bitcoin (around 10-15% to gold) to hedge against currency debasement and poor debt returns.

marsbit45m ago

Ray Dalio's Latest Macro Analysis Full Text: Buy More Gold, Add Some Bitcoin

marsbit45m ago

Stripe’s 16-Year Chronicle: From 7 Lines of Code to a $100 Billion Valuation

Stripe's 16-year journey began with a simple promise: "7 lines of code to accept payments." Founded by Patrick and John Collison, the company started by hiding the complexity of bank integrations and merchant accounts behind a clean API, initially targeting developers at startups. This early focus on user experience and technical simplicity fueled rapid adoption. A key early milestone was establishing vital bank partnerships, a challenge overcome by hiring Billy Alvarado, who brought crucial institutional relationship skills. From this foundation, Stripe systematically expanded its product boundaries. It launched Connect for platform payments, Atlas for company formation, Radar for fraud prevention, and Billing for subscriptions. This transformed Stripe from a payment processor into a broader financial infrastructure suite for internet businesses. The COVID-19 pandemic accelerated growth but also led to over-hiring. A 14% layoff in 2022 marked a period of organizational correction. Subsequently, Stripe shifted its growth strategy towards strategic acquisitions to enter new domains quickly. It acquired Bridge (stablecoin infrastructure), Privy (wallet infrastructure), Metronome (usage-based billing), and agreed to buy OpenRouter (AI model routing). These moves signal Stripe's ambition to build a "programmable money system" for the emerging AI and agent-based economy, managing not just currency flows but also the measurement and pricing of computational resources like AI tokens. Internally, Stripe leverages AI agents (like "Minions") to boost engineering productivity. Despite scaling to nearly 8,000 employees and processing $1.9 trillion in payment volume annually, the company remains private. A recent employee tender offer valued it at $159 billion. The core question for Stripe's future is whether it can successfully integrate its expanding product matrix—spanning payments, crypto, and AI infrastructure—into a cohesive platform, positioning itself as the foundational economic layer for autonomous software agents.

marsbit1h ago

Stripe’s 16-Year Chronicle: From 7 Lines of Code to a $100 Billion Valuation

marsbit1h ago

Treasury Secretary's Move to Suppress Treasury Yields Ignites 'Currency Debasement Trade'! Gold Hits Three-Month High, Bitcoin Surges Over 25% in a Single Week

US Treasury Secretary Besant's efforts to lower long-term Treasury yields by announcing expanded buybacks had only a brief market impact. However, this move fueled a "currency devaluation trade," weakening the US dollar while boosting both gold (to a three-month high) and Bitcoin (up over 25% for the week). Analysts attribute this reaction to deepening market concerns over the massive US fiscal deficit and structural pressures keeping long-term rates elevated, including fierce competition for capital from global government borrowing and massive AI sector financing. Despite the Treasury's actions, fundamental forces like growth, inflation, and capital demand are seen as limiting its ability to sustainably suppress yields. Bitcoin's strong positive correlation with gold has reinforced its narrative as a hedge against devaluation. While equity markets have shown resilience, some strategists warn that Treasury yields nearing 5% increase pressure on the dollar and high-leverage assets. Figures like Ray Dalio have advised reducing bond exposure in favor of gold and some Bitcoin, citing US debt risks. Market opinions are divided on the sustainability of the devaluation trade, with some noting the lack of a near-term catalyst for its next leg higher. The underlying tension between the Treasury's desire for lower borrowing costs and the Federal Reserve's focus on inflation and reducing market intervention remains a key theme. Upcoming events like Nvidia's earnings and the Jackson Hole symposium will test whether AI profits can continue supporting stocks and if the Fed aligns more with Washington's preference for easier financial conditions.

华尔街日报3h ago

Treasury Secretary's Move to Suppress Treasury Yields Ignites 'Currency Debasement Trade'! Gold Hits Three-Month High, Bitcoin Surges Over 25% in a Single Week

华尔街日报3h ago

Alexander Shokhin: Business Needs an Interest Rate Below 10% and the Dollar at 90-95 Rubles

Alexander Shokhin, head of the Russian Union of Industrialists and Entrepreneurs (RSPP), has advocated for potentially using "non-market" tools to keep the ruble within a target exchange rate corridor. This, he argues on August 21, would help avoid excessive volatility, though he called the topic a separate discussion. Shokhin had previously raised the idea of a currency corridor in late May, noting the ruble's current exchange rate is not fully market-driven due to a limited currency segment and reduced foreign currency demand. He stated that many business community colleagues propose fixing a corridor, even through non-market methods, to ensure predictability. The business community's key targets, as outlined by Shokhin in late December 2025, are a Central Bank key rate of 12%, inflation of 4–5%, and a US dollar exchange rate of 90–95 rubles by the end of 2026. A turning point for investment, he said, would be lowering the rate to 12% with 6% inflation, though truly comfortable business conditions would require a rate below 10%. He stressed the critical importance of currency predictability for corporate investment decisions. From a data analysis perspective, the idea of a ruble corridor is not new. A similar mechanism was used in Russia from 1995 to 1998, where the central bank held the dollar within fixed boundaries through regular interventions. This regime lasted three years before ending abruptly during the 1998 default, illustrating the fragility of rigid targets under external shocks. The macro-economic link is clear: stricter corridors require more reserves to defend against currency pressure. The key unresolved technical aspect is the specific sources and volume of such interventions given the current market's limited liquidity. Whether this discussion remains theoretical or leads to concrete corridor parameters will be seen in the coming months.

cryptonews.ru4h ago

Alexander Shokhin: Business Needs an Interest Rate Below 10% and the Dollar at 90-95 Rubles

cryptonews.ru4h ago

Has the Train to Bitcoin Already Left the Station? The User Indicator Has Stopped Giving Signals!

The Bitcoin price surge has moved the AHR999 indicator, monitored by long-term investors, out of the "accumulation on dips" zone. After approximately 82 days, the indicator has returned to its regular dollar-cost averaging (DCA) range. Data shows the Ahr999 index reached 0.5073, moving it from the "accumulation" zone below 0.45 into the DCA range of 0.45 to 1.20. In the current cycle, this accumulation window lasted from May 29 to August 19. The AHR999 indicator evaluates both short-term, stable returns from Bitcoin purchases and the deviation of the current price from its estimated value. Historically, a reading below 0.45 signals "accumulation on dips," 0.45-1.20 suggests steady DCA buying, and above 1.20 indicates potentially high prices. The indicator is noted as not being a definitive buy/sell signal.

cryptonews.ru4h ago

Has the Train to Bitcoin Already Left the Station? The User Indicator Has Stopped Giving Signals!

cryptonews.ru4h ago

Trading

Spot

Hot Articles

What is $BITCOIN

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. Notable aspects include: Blockchain Infrastructure: The token is built on the Solana blockchain, known for its capacity to handle high-speed and low-cost transactions. Supply Dynamics: DIGITAL GOLD has a maximum supply capped at 100 quadrillion tokens (100P $BITCOIN), although details regarding its circulating supply are currently undisclosed. Utility: While precise functionalities are not explicitly outlined, there are indications that the token could be utilized for various applications, potentially involving decentralized applications (dApps) or asset tokenization strategies. Who is the Creator of DIGITAL GOLD ($BITCOIN)? At present, the identity of the creators and development team behind DIGITAL GOLD ($BITCOIN) remains unknown. This situation is typical among many innovative projects within the blockchain space, particularly those aligning with decentralized finance and meme coin phenomena. While such anonymity may foster a community-driven culture, it intensifies concerns about governance and accountability. Who are the Investors of DIGITAL GOLD ($BITCOIN)? The available information indicates that DIGITAL GOLD ($BITCOIN) does not have any known institutional backers or prominent venture capital investments. The project seems to operate on a peer-to-peer model focused on community support and adoption rather than traditional funding routes. Its activity and liquidity are primarily situated on decentralized exchanges (DEXs), such as PumpSwap, rather than established centralized trading platforms, further highlighting its grassroots approach. How DIGITAL GOLD ($BITCOIN) Works The operational mechanics of DIGITAL GOLD ($BITCOIN) can be elaborated on based on its blockchain design and network attributes: Consensus Mechanism: By leveraging Solana’s unique proof-of-history (PoH) combined with a proof-of-stake (PoS) model, the project ensures efficient transaction validation contributing to the network's high performance. Tokenomics: While specific deflationary mechanisms have not been extensively detailed, the vast maximum token supply implies that it may cater to microtransactions or niche use cases that are still to be defined. Interoperability: There exists the potential for integration with Solana’s broader ecosystem, including various decentralized finance (DeFi) platforms. However, the details regarding specific integrations remain unspecified. Timeline of Key Events Here is a timeline that highlights significant milestones concerning DIGITAL GOLD ($BITCOIN): 2023: The initial deployment of the token occurs on the Solana blockchain, marked by its contract address. 2024: DIGITAL GOLD gains visibility as it becomes available for trading on decentralized exchanges like PumpSwap, allowing users to trade it against SOL. 2025: The project witnesses sporadic trading activity and potential interest in community-led engagements, although no noteworthy partnerships or technical advancements have been documented as of yet. Critical Analysis Strengths Scalability: The underlying Solana infrastructure supports high transaction volumes, which could enhance the utility of $BITCOIN in various transaction scenarios. Accessibility: The potential low trading price per token could attract retail investors, facilitating wider participation due to fractional ownership opportunities. Risks Lack of Transparency: The absence of publicly known backers, developers, or an audit process may yield skepticism regarding the project's sustainability and trustworthiness. Market Volatility: The trading activity is heavily reliant on speculative behavior, which can result in significant price volatility and uncertainty for investors. Conclusion DIGITAL GOLD ($BITCOIN) emerges as an intriguing yet ambiguous project within the rapidly evolving Solana ecosystem. While it attempts to leverage the “digital gold” narrative, its departure from Bitcoin's established role as a store of value underscores the need for a clearer differentiation of its intended utility and governance structure. Future acceptance and adoption will likely depend on addressing the current opacity and defining its operational and economic strategies more explicitly. Note: This report encompasses synthesised information available as of October 2023, and developments may have transpired beyond the research period.

2.0k Total ViewsPublished 2025.05.13Updated 2025.05.13

What is $BITCOIN

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 BTC (BTC) are presented below.

活动图片

Top Questions