火星早报 | 美参议院下周将就米兰的美联储理事提名举行听证会

marsbitPublicado a 2025-08-26Actualizado a 2025-08-27

美参议院下周将就米兰的美联储理事提名举行听证会

据金十数据报道，据 Politico 报道，两名知情人士透露，美国参议院银行委员会预计将于下周就美联储（临时）理事提名人米兰名举行听证会。这场听证会早在特朗普对库克采取行动前就已在筹备中，目前尚未正式宣布。该听证会将考验共和党人对特朗普激进重塑美联储计划的支持程度，同时也将为民主党人提供新的契机，向共和党议员施压，要求其表明对维护美联储独立性的立场。一名共和党国会助手在谈及米兰提名时表示：“现在这更像是一场政治立场的表态，也是对特朗普的一次‘公投’。提名这件事本身已经脱离了被提名者的掌控。”

高调换仓 ETH 的 BTC 远古巨鲸再次抛售 3,968 枚 BTC，增持 96,533 枚 ETH

据 OnchainLens 监测，曾高调换仓 ETH 的 BTC 远古巨鲸，在过去 13 个小时里又抛售 3,968 枚 BTC（约 4.3702 亿美元），并以 4,588 美元的价格均价增持了 96,533 枚 ETH。

美国商务部将开始在区块链上发布统计数据，正敲定利用区块链发布GDP的细节

8 月 27 日，美国商务部长卢特尼克表示，商务部将开始在区块链上发布统计数据。我们正在敲定利用区块链发布 GDP 的细节。

美国总统特朗普：很快将在美联储占据多数席位

8 月 27 日，美国总统特朗普表示，「我心里已经有人选来接替美联储理事库克。我们很快将在美联储占据多数席位。可能会把米兰调到另一个任期更长的美联储职位上。」

美联储巴尔金：若经济温和运行，料利率将温和调整

8 月 27 日，美联储巴尔金表示，鉴于他预计今年余下时间经济活动变化不大，利率将进行温和调整。「我看到经济在温和运行。如果经济温和运行，这意味着利率也会温和调整，」他说，「我并不确定经济会不会真的如此温和发展。我们得等到那时候再看。所以这是我的预测，但预测可能会改变。」巴尔金拒绝说明自己在 9 月会倾向支持怎样的行动。「我知道离下次会议还有三个半星期，我会在当日，基于所有信息，做出我能做出的最佳判断。」

Justin Sun：Meme币是将互联网的注意力转化为金钱

8 月 27 日，Justin Sun 在近期接受晚点采访时表示，Meme 币是将互联网的注意力转化为金钱，比如说现在发行拜登币不会有任何人购买，因为拜登没有完成从美国总统名字到 IP 或者说一种梗的跃迁。从人人皆可发币到发行的代币被认可之间存在巨大的鸿沟，必须要在互联网注意力经济中脱颖而出才能成为胜者。

美国 CFTC 委员 Kristin Johnson 宣布即将离职，CFTC 仅剩一名委员

据 The Block 报道，美国商品期货交易委员会委员 Kristin Johnson 表示将于下周正式离职，目前该委员会领导人仅剩一人。Johnson 将 9 月 3 日定为她任期的最后一天，此前她曾表示过离职意向，这是衍生品监管机构高调离职潮中的最新一例。 Johnson 是今年年初以来四位表示将离职或已经离职的委员之一。自上任以来，特朗普总统一直致力于让支持加密货币的共和党领导人加入他的政府。

某地址投资YZY遇假，亏损71万美元后买入真币，现浮亏42.4万美元

8 月 27 日，据加密 KOL Kakashi 披露，某钱包地址投资 Meme 代币 YZY，买入伪造代币亏损了 71 万美元。随后又买入了真正的 YZY 代币，花费了 74.04 万美元，目前已浮亏 42.4 万美元，而且还没有卖出。

谷歌云公布其 L1 区块链 GCUL 信息，，目前处于私有测试网阶段

据谷歌 Web3 战略负责人 Rich Widmann 发文称，最近关于 Layer 1 区块链的讨论，让谷歌自家的 Layer 1——称之为 Google Cloud Universal Ledger (GCUL) 进入了聚光灯下。作为加密领域的产品负责人，你清楚如果要打造一个 Layer 1，它必须具备差异化。 GCUL 汇聚了谷歌多年的研发成果，目前处于私有测试网阶段，为金融机构提供了一种全新的 Layer 1：它高性能、可信中立，并支持基于 Python 的智能合约。除了利用谷歌的分发能力，GCUL 还是一个中立的基础设施层。Tether 不会使用 Circle 的区块链，Adyen 也很可能不会用 Stripe 的区块链。但任何金融机构都可以基于 GCUL 构建。将在未来几个月发布更多技术细节！

Tom Lee 都关注的以太坊 Meme 究竟是什么？

2025年8月，以太坊生态两位重量级人物——BitMine CEO Tom Lee和ConsenSys CEO Joseph Lubin——公开关注memecoin项目Book of Ethereum（BOOE），引发市场热议。BOOE以宗教化叙事构建社区经济，推出HOPE、PROPHET等关联代币，形成“信仰三位一体”体系。匿名巨鲸fbb4通过长期持有策略推动BOOE等memecoin，但其依赖市场情绪的模式存在监管与泡沫风险。机构背书虽提升关注度，但投资者需理性评估项目价值与风险。

Bitlayer要发币了：收割之镰还是BTCFi的破晓黎明？

比特币Layer2项目Bitlayer宣布代币$BTR即将发行，引发市场分歧。该项目凭借BitVM技术创新、40%代币用于生态激励的经济模型，以及经验丰富的团队和顶级资本支持，试图在比特币生态低迷期破局。其核心目标是将链下金融活动迁移至链上，但面临技术执行与市场竞争的双重挑战。最终成败取决于能否兑现技术承诺并构建繁荣生态。

史诗级清算日：8.33亿多头灰飞烟灭，那些加密储备巨头们又亏了多少钱？

2025年8月25日，加密货币市场遭遇剧烈震荡，24小时内全网爆仓9.43亿美元，其中多头损失占8.33亿美元。比特币和以太坊成为清算重灾区，创2024年12月以来最大规模多仓清算。持有加密资产的上市公司单日账面亏损超11亿美元，MicroStrategy损失近8亿美元。与散户高杠杆爆仓不同，巨头因持有现货和长期融资策略，短期波动不会触发强制平仓。市场结构性差异提醒投资者降低杠杆、着眼长期。

历史第一次！特朗普「开除」现任美联储理事，「掌控美联储」计划迈出又一步

特朗普高调宣布立即解除美联储理事丽莎·库克的职务，指控其涉嫌抵押贷款欺诈。此举若成功将使其在美联储七人理事会中获得四个席位，从而掌控多数投票权，可能重塑美联储体系。市场反应剧烈，股指期货下跌，避险资产上涨。法律专家指出总统仅能"因故"解职理事，此举被质疑政治动机，可能引发宪法危机。若特朗普在明年3月前获得多数席位，或将进一步干预地区联储主席任命，打破美联储独立性传统。

Lecturas Relacionadas

Cross-strait Regulators Jointly Block Hong Kong Stock Account Openings: Where Can Your Money Go Now?

**Summary:** On May 22, 2026, financial regulators in mainland China and Hong Kong launched a synchronized crackdown targeting informal channels used by mainland investors to trade in Hong Kong and US stocks via Hong Kong-based securities firms. The Hong Kong Securities and Futures Commission (SFC) issued a stringent circular to licensed brokers, mandating stricter onboarding procedures for mainland clients. New requirements include a mandatory written declaration stating that all investment funds originate from *outside* mainland China and are from legal sources. The SFC also demanded the closure of accounts opened with suspicious documents and dormant accounts. Simultaneously, China's securities regulator, along with seven other ministries, initiated a two-year rectification plan, penalizing firms like Futu and Tiger Brokers for illegal cross-border operations. This effectively ends the previously common grey-area practice for mainlanders. Immediate impacts are evident. Social media reports show mainland investors traveling to Hong Kong for in-person account openings are now frequently denied after signing the new declaration, even at firms like uSMART that still accept applications. The declaration acts as both a compliance shield for brokers and a filter for clients. While major internet brokers have halted new mainland accounts, limited options remain. A few Hong Kong-licensed firms like uSMART, Fosun Wealth, and Cheerful still offer avenues, but approval is not guaranteed and hinges on proving offshore fund sources. Crucially, funding accounts must now be in the investor's own name at qualified Hong Kong or international banks, blocking previous informal methods like third-party transfers. For compliant access, official channels like Stock Connect, QDII, and the Cross-boundary Wealth Management Connect remain open. Individuals with verifiable overseas residency or status have better prospects. The crackdown signals the definitive end of the loosely regulated expansion period, forcing mainland investors toward stricter, fully compliant pathways for overseas asset allocation.

marsbitHace 5 min(s)

Cross-strait Regulators Jointly Block Hong Kong Stock Account Openings: Where Can Your Money Go Now?

marsbitHace 5 min(s)

Iran and the Fed -- Three Scenarios That Will Impact Global Markets Next

"Three Scenarios for Iran and the Fed Shaping Global Markets" Iranian geopolitics and the Fed's monetary policy path are two dominant themes for markets. Deutsche Bank Research outlines three scenarios linking Iran ceasefire outcomes to Fed policy, with oil prices as the key transmission channel. **Scenario 1: Peace Deal.** A breakthrough leading to the Strait of Hormuz reopening would ease near-term Fed tightening pressure. Recent inflation would be viewed as a temporary energy shock. However, medium-term risks remain; rate hikes could resurface in 2027 if inflation persists. **Scenario 2: Stalemate.** A breakdown in talks and a prolonged Strait closure, but no major escalation, is deemed the scenario with the *highest* Fed hike risk. Sustained high oil prices would feed into core inflation and threaten inflation expectations, while not severely damaging demand enough to give the Fed a reason to pause. This environment could necessitate multiple Fed rate hikes in 2026. **Scenario 3: Conflict Escalation.** Renewed conflict and sharply higher oil prices create a two-way risk for Fed policy. On one hand, it would risk severe inflation expectations de-anchoring, forcing a hawkish response. On the other, extreme oil prices could severely damage demand and the labor market, potentially shifting the Fed's focus toward easing. The ultimate policy decision would depend on which risk materializes first. Overall, Deutsche Bank's framework emphasizes that the path for oil prices, dictated by Iran, will define the nature of inflation pressures and ultimately determine the Fed's policy space. Key signals to watch include ceasefire progress, whether Brent crude stabilizes below $100, and any shift in Fed officials' rhetoric from discussing cuts to potential hikes.

marsbitHace 14 min(s)

Iran and the Fed -- Three Scenarios That Will Impact Global Markets Next

marsbitHace 14 min(s)

Hash Global Founder: Why I Also Choose to Liquidate All My ETH Holdings?

Hash Global founder explains his decision to sell all ETH holdings, despite recognizing the potential regulatory clarity from the US CLARITY Act as a positive development. He argues against the narrative that such clarity would automatically grant ETH a "monetary premium" comparable to Bitcoin or gold. The core of his critique is that market valuation for ETH remains tied to fundamental network metrics—like mainnet revenue, DeFi activity, staking yield, and competition—rather than a pure store-of-value narrative. He contends that legal classification solves compliance issues for institutions but does not inherently create the deep, historical consensus required for monetary status. Furthermore, Ethereum's complexity and role as a multi-functional infrastructure asset (gas, collateral, settlement layer) work against the simple narrative needed for such a premium. Looking forward, he suggests that the rise of DeFi and tokenized real-world assets (RWA) will mean ETH is not the only yield-bearing asset; tokenized gold, treasuries, and others will also offer programmable yield. Thus, ETH's "yielding" advantage diminishes. He believes monetary premium will likely remain with Bitcoin, physical gold, and potentially tokenized gold, while ETH's value is more accurately framed as a crucial infrastructure asset. Ultimately, he views CLARITY's benefit as reducing a "regulatory discount" on ETH, not unlocking trillions in monetary re-rating. ETH's long-term value is significant but stems from its network effects, developer ecosystem, and role in on-chain finance—not from being a direct substitute for gold.

marsbitHace 16 min(s)

Hash Global Founder: Why I Also Choose to Liquidate All My ETH Holdings?

marsbitHace 16 min(s)

Elon Musk's 'Granny Drain'

Title: Musk "Milking the Old Folks" Author: Nancy, PANews As the memory sector surges with Micron and SK Hynix each surpassing a trillion-dollar market cap, Elon Musk is accelerating his own myth of becoming the world's first trillionaire. SpaceX, with its astronomical valuation, is speeding toward the capital markets. This potentially wealth-history-rewriting super IPO is pushing Musk toward that unprecedented personal fortune and delivering hundredfold or even thousandfold returns to early backers like Google, Valor Equity Partners, Founders Fund, and others. However, to sustain this most expensive space narrative in human history, new buyers are ultimately needed. As massive pension funds are set to be "forced to buy," the retirement savings of Americans are becoming the fuel for Musk's space dreams. Wall Street has begun paving a fast track for such super IPOs. Major indices like Nasdaq and S&P have recently eased rules, allowing mega-companies like SpaceX to be incorporated into key benchmarks like the Nasdaq 100 much faster post-listing. This matters because a vast portion of the U.S. retirement system—trillions in 401(k)s and pension funds—relies on passive index investing. Once a company enters a major index, all funds tracking it are compelled to buy its shares automatically, regardless of valuation, profitability, or risk. This has sparked significant backlash. Teacher unions and major public pension funds (collectively managing trillions) have warned the SEC and written to Musk, opposing SpaceX's extreme governance structure where Musk holds 85% voting control. They argue workers' lifelong savings could be tied to a company resembling a Musk family office more than a transparent public entity. In essence, after early investors reap immense rewards, the potential "bag-holding" cost is being transferred onto passive investors—the ordinary American retirees—through the mechanism of index inclusion.

marsbitHace 20 min(s)

marsbitHace 20 min(s)

This Xiaohongshu Graphic Layout AI Skill Has Found a Route to Bypass AI Labeling for Graphic Generation

A new open-source tool called "guizang-social-card-skill" has emerged, offering a unique workaround for AI content labeling rules on platforms like Xiaohongshu. Instead of using AI models to generate images, it employs AI to make layout decisions, then uses HTML/CSS to render the final graphic. Photographic assets are sourced from libraries like Unsplash. The output is a rasterized browser screenshot, not an "AI-generated image." This approach is a direct response to platform policies. In early 2026, Xiaohongshu mandated labeling for AI-generated synthetic content and deployed audio-visual recognition models to detect AI-generated pixels based on statistical patterns. This tool bypasses those pixel-level detectors by not using diffusion or GAN models for image generation. The tool provides 28 predefined layout templates across two visual styles. Users input a topic, and the AI selects a template, positions text, and integrates elements like maps (using OpenStreetMap). The system prioritizes user-uploaded photos before falling back to stock image searches. The article outlines three divergent technical paths for social media graphic tools: 1) AI models directly generating pixels (highest detection risk), 2) API template engines (risk of anti-spam rules for homogeneity), and 3) this HTML-rendering method. The longevity of this workaround depends on whether platforms broaden their definition of "AI-generated content" to include programmatically rendered, AI-designed graphics. While effective for structured content like travel itineraries, the tool's 28 templates may be too restrictive for creative fields like fashion or beauty. Its future hinges on an ongoing cat-and-mouse game between platform detection models and tool developers, highlighting the tension between "AI-assisted" creativity and "AI-replaced" mass production.

marsbitHace 26 min(s)

This Xiaohongshu Graphic Layout AI Skill Has Found a Route to Bypass AI Labeling for Graphic Generation

marsbitHace 26 min(s)

Trading

Spot

Futuros