早报 | 计划于下周推出经济政策平台 经济衰退仍是美国经济最有可能出现的结果

币界网Pubblicato 2024-08-11Pubblicato ultima volta 2024-08-11

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头条

▌哈里斯：计划于下周推出经济政策平台

美国副总统哈里斯表示，计划于下周推出经济政策平台，在美联储独立性问题上与特朗普的观点完全相左。作为总统绝不会干预美联储的决策。

▌摩根大通CEO：经济衰退仍是美国经济最有可能出现的结果

摩根大通首席执行官Jamie Dimon重申，经济衰退仍是美国经济最有可能出现的结果，他坚持认为“软着陆”的可能性仅为 35% 至 40%。Jamie Dimon在接受 CNBC 采访时强调了市场面临的持续不确定性，指出了地缘政治、住房、赤字、支出、量化紧缩、选举，所有这些都会引起市场的恐慌。尽管他持谨慎态度，但他承认经济表现好于预期。

行情

截至发稿，据Coingecko数据显示：

BTC最近成交价61,056.3美元，日内涨跌幅+0.5%；

ETH最近成交价2,624.02元，日内涨跌幅+0.9%；

BNB最近成交价525.44美元，日内涨跌幅+2.9%；

SOL最近成交价154.19美元，日内涨跌幅-1.3%；

DOGE最近成交价0.1067美元，日内涨跌幅+2.4%；

XPR最近成交价0.5884美元，日内涨跌幅+1.1%。

政策

▌美国国税局公布改革后的加密税表，不再要求披露地址

美国国税局 (IRS) 公布了用于报告数字资产交易的最新1099-DA表格，其中引入了一些关键变化，可能解决过去受到的批评和隐私问题。据报道，新版本将于2025年部分实施，删除了早期草案中的几个有争议的元素。

▌前美国SEC官员：摩根士丹利推销比特币ETF或面临更严格的监管审查

前美国证券交易委员会（SEC）互联网执法部门负责人约翰·里德·斯塔克 (John Reed Stark) 表示，摩根士丹利向其客户大规模推销比特币交易所交易基金 (ETF) 的最新举措可能会导致这家美国银行受到更严格的监管审查。 本周早些时候，这家华尔街巨头宣布计划允许其15000名持牌金融顾问开始向客户推销比特币现货ETF。包括贝莱德的IBIT和富达的FBTC。但仅限于净资产在150万美元及以上、风险承受能力高的高净值个人。

区块链应用

▌Gala生态宣布引入Telegram单点登录SSO

据官方消息，Gala生态系统已添加使用Telegram登录凭据的单点登录 (SSO) 选项，此次集成简化了注册流程，让新用户更容易加入Gala生态，据悉，Telegram用户可以随时创建和连接Web3钱包，从而访问Gala提供的所有功能。

▌Runecoin：计划开启Season 2，优先考虑机制和时机

Runecoin 于 X 发文表示，其计划开启 Season 2，优先考虑机制和时机。

▌Maker 社区提议调整多个 vault 类型参数，拟将 DSR 下调至 6%

Maker 发文表示，Block Analitica 团队提议对各种 vault 类型参数进行调整，将在接下来的执行投票中加以考虑。拟议稳定费（SF）变更：ETH-A：降至 6.25%；ETH-B：降至 6.75%；ETH-C：降至 6%；WSTETH-A：降至 7.25%；WSTETH-B：降至 7%；WBTC-A：降至 7.75%；WBTC-B：降至 8.25%；WBTC-C：降至 7.5%；有效 DAI 借款 APY 下调至 7%；；DSR（Dai Savings Rate）下调至 6%。

加密货币

▌QCP Capital：高波动行情已清理市场杠杆，BTC或将在Q4创下历史新高

8月10日消息，QCP Capital在官方频道发文表示，ETH相对于BTC的流动性状况发生了根本性转变，BTC越来越多地融入主流宏观资本市场，但ETH却越来越被边缘化。BTC的数字黄金叙事非常吸引投资者，而ETH则缺乏这样的叙事。不过这不一定只对ETH价格产生负面影响。 此外，期权交易上观察到BTC与ETH相比具有相同的结构性看涨趋势，过去两个月资金主要流入BTC，特别是长期看涨资金，而ETH资金主要集中在短期投机。其认为，本周BTC的走势是一次清理杠杆行为，以便在第四季度创下历史新高。

▌拜登前顾问：哈里斯需要非常明确、公开地表达加密货币观点、立场和计划

拜登前顾问Moe Vela表示，哈里斯需要非常明确、非常公开地表达加密货币观点、立场和计划，并且需要建立一个绝对的加密货币平台，加密行业需要了解她的观点，以及知道她对此有何感受。美国民主党要对加密货币有所觉醒，重新审视加密货币的优势，以及加密货币如何真正帮助在美国选举中实现一些目标。据悉，哈里斯拟定于9月10日在美国广播公司 (ABC) 的电视辩论中与特朗普对决，不过有报道称9月4日和9月25日可能还会有额外辩论。

    重要经济动态

    ▌美联储理事鲍曼：对降息保持谨慎

    美联储理事鲍曼表示，通胀存在上行风险，劳动力市场持续走强，这表明她可能不准备在9月份美国央行官员下次会议上支持降息。她称，5月和6月在降低通胀方面取得的进展是受欢迎的，但通胀仍高于委员会2%的目标，这令人不安，在考虑调整目前的政策立场时，我将保持谨慎的态度。她还表示，美国的财政政策、移民给房地产市场带来的压力以及地缘政治风险，都可能给房价带来上行压力，且最近失业率跃升至4.3%可能夸大了劳动力市场降温的程度。

    ▌美国前财长：9月降息50个基点是合适的

    报道，美国前财政部长劳伦斯·萨默斯警告不要让总统干预货币政策制定，否则随着时间的推移最终只会损害经济。萨默斯周五表示，「让政客参与进来是愚蠢的游戏，最终结果是更高的通胀和更弱的经济。」萨默斯发表这番言论的前一天，共和党总统候选人唐纳德·特朗普表示，他认为总统应该在美联储政策制定上有一定「发言权」。 至于美联储的政策决定，萨默斯表示，鉴于周一以来市场波动和股市下挫已经缓和，「就当前事实而言」，任何紧急降息都站不住脚。尽管如此，萨默斯表示在 9 月的政策会议上「降息 50 个基点可能是合适的」。

      百科

      ▌什么是反向期货合约？

      反向期货合约是一种金融安排，要求卖方在合约到期时向买方支付约定价格与当前价格之间的差额。与传统期货不同，卖方从价格下跌中获益。反向期货合约的性质是非线性的。当交易者做多 BTC/USD 反向期货合约时，他们就是在做空美元。由于合约是反向的，交易者的头寸在比特币中的价值较低，比特币的价值越高，相对于美元的价值就越高。

      免责声明：作为区块链资讯平台，所发布的文章内容仅供信息参考，不作为实际投资建议。请大家树立正确投资理念，务必提高风险意识。

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      EthSystems and Undefined Labs sign MOU to support institutional Ethereum adoption in South Korea

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      When Meme Traffic Meets RWA: The Financial Ambitions of Hyperliquid and Robinhood

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      NVIDIA HBM in Short Supply, Next-Gen GPUs Limited, but This Storage Drive Steals the Spotlight

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      Breaking: Claude's Attempt on Riemann Hypothesis "Fails," but Accidentally Sets 37-Year Math Record

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