【比推每日新闻精选】美CFTC探讨允许注册期货交易平台开展加密货币现货合约交易;美联储戴利:降息时机临近,年内降息次数更有可能大于两次;区块链借贷公司Figure向SEC提交IPO申请,拟今年上市

比推Published on 2025-08-04Last updated on 2025-08-04

比推小编每日为您精选的Web3新闻:

【美CFTC探讨允许注册期货交易平台开展加密货币现货合约交易】

比推消息,据彭博社报道,美国商品期货交易委员会(CFTC)正在研究如何允许部分注册期货交易平台上市杠杆型数字资产,如比特币和以太坊。

CFTC 代理主席 Caroline Pham 表示,CFTC 现在可以采取一个明确且简单的解决方案。她提到自己今年 3 月发表的一篇专栏文章,曾建议该机构可以行使其豁免权,允许部分企业不受当前法规限制——这些法规目前仅允许期货交易平台上市衍生品产品。

CFTC 现已就在注册期货交易平台上市的加密资产现货合约交易向公众征求意见,截止日期为 8 月 18 日。

美联储戴利:降息时机临近,年内降息次数更有可能大于两次】

比推消息,旧金山联储主席戴利表示,鉴于越来越多的证据表明就业市场正在疲软,且没有迹象显示关税通胀持续存在,降息时机已经临近。

戴利在谈到美联储上周决定时表示,“我愿意再等一个周期,但我不能永远等下去。”虽然这并不意味着9月降息已成定局,但她说:“我会倾向于认为,今后每次会议都是思考政策调整的即时会议。”

戴利称,年内进行两次25个基点的降息看起来仍然是一个适当的重新调整,重要的是是否在9月和12月都降息,而不是降息是否会发生。戴利说,“如果通胀回升并蔓延,或者劳动力市场回暖,降息当然可以少于两次,但更有可能的是不得不进行两次以上的降息。如果劳动力市场看起来正进入疲软阶段而我们未看到通胀外溢的影响,应该做好进行更多降息的准备。”

【区块链借贷公司FigureSEC提交IPO申请,拟今年上市】

比推消息,区块链借贷公司 Figure Technology Solutions 周一宣布,已向美国证券交易委员会(SEC)提交了保密的IPO(首次公开募股)申请文件,计划于今年晚些时候上市。

Figure公司在现实世界资产(RWA)领域是先行者,已通过其Provenance区块链累计发放了超过160亿美元的房屋净值信贷额度。上月,该公司还宣布与Figure Markets合并,后者是一家由Figure创始人Mike Cagney创立的区块链市场,并发行收益型稳定币。

Figure的举动呼应了加密行业的最新趋势。在加密货币和股票市场持续繁荣的背景下,越来越多的数字资产公司寻求上市。此前,稳定币发行商 Circle 上市首日股价飙升,托管公司 BitGo、资产管理公司 Grayscale 以及交易平台 Bullish 也都已提交了IPO申请。

Barry Silbert重返 Grayscale 任董事长,将推动公司 IPO 计划】

比推消息,Grayscale同步引入四名传统金融高管:前Bridgewater高管Diana Zhang任COO、Apollo前高管Ramona Boston任CMO、Goldman Sachs前高管Andrea Williams任CCO、Citadel前高管Maxwell Rosenthal任CHRO。

【观点:“加密IPO季”即将到来,资金或将流入原生加密项目】

比推消息,据福布斯报道,Circle 的成功 IPO 正在鼓舞其他加密货币公司探索上市,因为购买一家上市公司的股票远比一参与 Curve Finance 流动性池或试图预测哪种 Memecoin 未来会涨 100 倍要轻松得多,分析认为“加密 IPO 季”即将到来。虽然有批评人士担心加密货币 IPO 热潮可能会扼杀山寨币市场,但那些认为加密货币 IPO 将取代山寨币项目的人只看到了一半的前景。这些股票上市对山寨币来说无疑是利好消息,因为它们标志着加密货币已被广泛接受,成为金融生态系统中合法的组成部分。

Coinbase首席执行官:美国政府将持有超过6000亿美元的比特币储备】

比推消息,Coinbase首席执行官布莱恩·阿姆斯特朗(Brian Armstrong)在一次行业会议中表示,美国政府最终将持有超过6000亿美元的比特币储备,这一言论是在他对加密货币未来趋势的预测中提出的。虽然美国政府此前已通过扣押和出售等方式持有少量比特币,但此番预测暗示,随着比特币在全球金融体系中地位的提升,美国政府未来可能会以更积极的方式将比特币纳入其储备资产。


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

Related Reads

Blocked Its Own Treasure, WeChat AI Steps Up

Tencent's stock surged over 10% on June 2nd amid reports that WeChat, with 1.43 billion monthly users, is finalizing tests for a native AI Agent. The reported feature, accessible by swiping right from the main interface, allows users to issue commands in natural language. The AI then decomposes tasks and automatically calls upon relevant Mini Programs within WeChat to complete actions like ordering food, booking tickets, or making payments, creating a closed-loop service execution system. This strategic shift follows the internal conflict and subsequent "blocking" of Tencent's standalone AI app, Yuanbao, by WeChat for violating sharing rules during a 2026 Spring Festival promotion. The incident highlighted a lack of internal consensus and exposed the weakness of competing in the standalone AI assistant arena against rivals like ByteDance's Doubao (345M MAU) and Alibaba's Qianwen. The new WeChat AI Agent aims to leverage WeChat's unique assets—its massive user base, standardized Mini Program APIs, WeChat Pay, and identity system—to move from simple content generation to actual task execution. Analysts note this changes the competitive landscape from model benchmarks to which AI can connect to more real-world services. However, success depends on key variables: the capability of Tencent's underlying Hunyuan model, managing massive inference costs, and redesigning incentives for Mini Program developers whose traffic might be bypassed. The move is seen as an attempt to keep user service intent within WeChat's ecosystem as AI begins to redefine how users access services.

marsbit20m ago

Blocked Its Own Treasure, WeChat AI Steps Up

marsbit20m ago

ByteDance Adopts Arm CPUs, Jensen Huang: So Sad I Didn't Buy Arm

**Summary:** At Computex 2026, Arm CEO Rene Haas announced that ByteDance and Oracle have adopted Arm's self-designed Arm AGI data center CPU. The company expects significant revenue growth from this product, projecting $20 billion in demand for the 2027/2028 fiscal years. Haas noted that restricting AI-capable CPUs from the US to China is nearly impossible due to their widespread applications. Arm's stock has surged dramatically this year, notably rising 16% after NVIDIA's Arm-based Vera CPU and RTX Spark announcements. A highlight was the informal, humorous on-stage conversation between Haas and NVIDIA CEO Jensen Huang. Huang joked about NVIDIA's failed attempt to acquire Arm and playfully lamented selling his Arm shares. Both executives showed a clear sense of camaraderie and shared regret over the missed merger. Key technical topics were discussed: 1. **AI PC Design:** Huang explained NVIDIA's RTX Spark superchip (with a 20-core Arm CPU) is designed for future AI agents that will autonomously run and use tools on PCs, blending local and cloud processing. 2. **Agent vs. OS:** Huang emphasized the operating system remains crucial, as AI agents rely on its APIs and tools to function. 3. **Growth Constraints:** He identified the shift to "useful AI" that generates profitable tokens as a primary driver for immense, almost limitless, computational demand. Haas outlined Arm's strategy across PC and data centers. For PCs, Arm collaborates with partners like NVIDIA and MediaTek, offering its compute subsystem (CSS) for custom SoCs. In data centers, its Arm AGI CPU (built on TSMC's 3nm process) has gained major partners including OpenAI, Meta, and now ByteDance and Oracle. Arm presented a multi-year roadmap for its in-house CPU line. The article concludes that while GPUs dominated the AI training race, the explosion of AI agents is shifting significant focus to CPUs for inference, state management, and tool orchestration. The industry is trending towards vertical integration, with companies like cloud providers designing chips and chip/IP firms offering full solutions, all competing to deliver more efficient computing per watt.

marsbit40m ago

ByteDance Adopts Arm CPUs, Jensen Huang: So Sad I Didn't Buy Arm

marsbit40m ago

New Wall Street Play: Yen Shorts Still Adding, But Japan Stocks Don't Rely on Carry Trade Unwinding

On June 3rd, USD/JPY hit 160.44, its highest level since July 2024, while the Nikkei 225 surged past 68,000 points. Contrary to popular narratives of an imminent "carry trade unwind" akin to August 2024, data reveals a more complex picture. Speculative net short positions in yen futures have actually increased, reaching -114,667 contracts by late May, suggesting traders are doubling down rather than retreating. Meanwhile, Japan's Finance Ministry conducted its largest-ever single-round FX intervention (11.73 trillion yen) in April-May but failed to hold the 160 yen line. The Nikkei's rally is not driven by carry trade dynamics. Foreign investors are aggressively buying Japanese stocks, with net purchases in 2026 running nearly 16 times higher than 2025 levels. This inflow is concentrated in AI and semiconductor-related stocks like SoftBank and Socionext, fueled by positive sector outlooks, rather than being a flight from unwinding yen shorts. Furthermore, the Nikkei has continued climbing despite the Bank of Japan's (BOJ) rate hikes to 0.75%. This disconnect exists because the current equity boom is fueled by AI-driven foreign investment, not reliant on cheap yen funding. However, this relationship remains fragile. Should the BOJ hike rates further (e.g., to 1.0%) while dollar weakness increases carry trade costs, the trajectories of the yen and Japanese stocks could reconverge, potentially triggering volatility.

marsbit45m ago

New Wall Street Play: Yen Shorts Still Adding, But Japan Stocks Don't Rely on Carry Trade Unwinding

marsbit45m ago

Broadcom's Q3 Guidance Misses Expectations by $12 Billion, After-Hours Trading Plummets Over 13%, AI Narrative "Cooling"?

On June 3, Broadcom released record Q2 FY26 results with revenue of $22.19B, up 48% YoY, and AI chip sales of $10.8B, up 143%. Adjusted EPS of $2.44 beat estimates. However, its Q3 AI semiconductor revenue guidance of $16B, while up over 200% YoY, fell roughly $1.2B (7%) short of analyst consensus expectations of $17.2B. This miss, coupled with slightly weaker-than-expected software revenue, triggered a severe market reaction. CEO Hock Tan maintained the FY26 AI revenue outlook of over $100B but did not raise it, disappointing investors who had priced in more robust growth. The stock plummeted over 13% in after-hours trading, erasing roughly $270B in market cap. The sell-off extended to peers like Marvell. A key concern for markets, particularly for Chinese optical module suppliers, was Tan's comment that the contribution of AI networking (e.g., Ethernet switches, optical interconnect chips) to AI revenue, currently near 40%, is expected to normalize to around 30% over time, signaling a potential peak in growth for that segment. Despite the guidance shortfall, Tan reiterated that AI demand remains "insatiable" and reaffirmed the long-term target of exceeding $100B in AI revenue by FY27. The reaction highlights the heightened sensitivity and premium valuation placed on AI-exposed stocks, where anything less than stellar guidance can prompt significant profit-taking. The broader question is whether this represents a cooling AI narrative or a correction in overstretched valuations.

marsbit45m ago

Broadcom's Q3 Guidance Misses Expectations by $12 Billion, After-Hours Trading Plummets Over 13%, AI Narrative "Cooling"?

marsbit45m ago

Trading

Spot
Futures
活动图片