VanEck официально поддерживает стратегию Дональда Трампа по резервированию биткоинов

cryptonews.ruPubblicato 2022-01-20Pubblicato ultima volta 2024-11-20

Во вторник Мэтью Сигел, руководитель отдела исследований цифровых активов в компании по управлению активами и эмитенте криптовалютных биржевых фондов (ETF) VanEck, официально поддержал предложение избранного президента Дональда Трампа о создании национального стратегического резерва биткоинов.

Основные финансовые игроки объединяются

Это одобрение прозвучало на фоне усиливающихся дискуссий о роли BCT в экономической политике США, в частности, со стороны Денниса Портера, соучредителя и генерального директора некоммерческой организации Satoshi Action Fund (SAF),подтвердившегоподдержку BlackRock стратегического резерва биткоинов.

Портер подчеркнул, что администрация Трампа активно работает над созданием этого резерва с помощью указа президента, что свидетельствует о значительном согласии между крупными финансовыми игроками и законодателями в отношении будущего биткоина.

В серии постов в социальных сетях на X (ранее Twitter) Портер также описал ряд шагов, которые, по его мнению, будут способствовать созданию стратегического резерва биткоинов, предполагая, что процесс начнётся с назначения Трампом министра финансов, поддерживающего биткоины.

Ключевые шаги по созданию Стратегического резерва биткоинов в США

Портер утверждает, что Дональд Трамп затем подпишет указ о создании резерва, который также предполагает прекращение аукциона по продаже биткоинов, которые в настоящее время находятся в распоряжении Службы федеральных маршалов США.

На следующем этапе Казначейство поглотит эти биткоин-активы и поместит их в Фонд стабилизации валютных курсов. Со временем Казначейство продолжит накапливать биткоины в резерве.

Портер также отметил важность законодательной поддержки, заявив, что, поскольку исполнительные указы могут быть легко отменены, Конгрессу будет крайне важно принять официальный законопроект о создании стратегического резерва, предложенный сенатором Синтией Ламмис, выступающей за криптовалюты.

Потенциал создания стратегического резерва биткоинов в США вызвал значительный ажиотаж на рынке, способствуя недавнему росту биткоина до рекордной отметки в 94 000 долларов.

Это отражает растущую уверенность инвесторов и предположения о том, что такие действия правительства могут привести к значительному спросу на покупку акций и дальнейшему их внедрению в институциональную среду.

На момент написания статьи BTC упал до 93 380 долларов после достижения нового исторического максимума, увеличившись на 40% всего за две недели.

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Report Interpretation: J.P. Morgan Details Micron's Pre-Earnings Sentiment, Current Hardware Sector Dynamics

Morgan Stanley analyst Joshua Meyers' report (June 21, 2026) highlights key trends in the hardware and semiconductor sector ahead of Micron's earnings. The core takeaways are: 1. **Micron & Memory:** Memory remains a high-conviction long theme, driven by strong AI demand and rising ASPs. However, investor focus is shifting to the sustainability of Micron's >80% gross margins and the specifics of potential new long-term supply agreements (SCAs). 2. **Hardware Supply Chain:** AI-related demand for servers, networking, and storage remains robust, but company performance is diverging. Celestica (CLS) shows improved margin confidence, Western Digital and Seagate benefit from pricing, Fabrinet (FN) sees predictable AI optics growth, and Teradyne (TER) anticipates a new Google customer. 3. **AI Capex & WFE Forecasts:** JPMorgan increased its Wafer Fab Equipment (WFE) market growth forecasts to 28% in 2026 and 29% in 2027. AI infrastructure financing is evolving, with higher project-level debt reducing constraints on capex expansion. The report signals that while the AI-driven hardware cycle is strong, the market is entering a phase focused on execution verification (e.g., Micron's SCA details, Fabrinet's ramp with Amazon) and valuation sustainability. Key near-term signals include Micron's guidance, Arista Networks' outlook, and the pace of demand normalization post potential tariff-related pull-ins.

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Report Interpretation: J.P. Morgan Details Micron's Pre-Earnings Sentiment, Current Hardware Sector Dynamics

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Research Report Analysis: The Fed's New Chair's Debut – New Leader, But Same Script?

Report Analysis: Federal Reserve's New Chair Debut – A New Captain, But the Same Script? Morgan Stanley's chief global economist Seth B. Carpenter analyzes the first FOMC meeting under new Fed Chair Kevin Warsh in a June 21 report. Warsh deliberately avoided providing forward guidance on interest rates, aligning with his philosophy. However, market expectations for a rate hike this year were reinforced. Key signals lie elsewhere: inflation may fall more than expected, and quantitative tightening (QT) could be more aggressive than anticipated. The FOMC's "dot plot" suggests only one rate hike in 2026. Carpenter argues that if inflation undershoots forecasts, the logic for even a single hike weakens, especially as projections indicate potential rate cuts in 2027. On QT, Warsh's stance is clear. Carpenter notes that measures like halving the Treasury's account balance could shrink the Fed's balance sheet by around $500 billion with minimal market impact. Combined with adjustments to reserve interest and liquidity rules, the ultimate QT scale may exceed expectations, though its market effect might be less disruptive unless the Fed actively sells Mortgage-Backed Securities (MBS). While Warsh initiated a review of the Fed's policy framework, the 2% inflation target remains intact for now. The report concludes that the market may be overestimating the significance of reduced forward guidance and the near-term rate hike risk, while potentially underestimating the scope and manageable nature of the coming balance sheet reduction. The key debates will hinge on upcoming core PCE data, the specifics of the QT path, and the framework review's findings.

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Research Report Analysis: The Fed's New Chair's Debut – New Leader, But Same Script?

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Critical Game Week: BTC Retracement Confirmation vs. HYPE Support Battle | Guest Analysis

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Critical Game Week: BTC Retracement Confirmation vs. HYPE Support Battle | Guest Analysis

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Research Report Interpretation: Citi Attends AWS Summit, Bullish on Cloud Business Acceleration but Data Governance Remains Key Variable

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Research Report Interpretation: Citi Attends AWS Summit, Bullish on Cloud Business Acceleration but Data Governance Remains Key Variable

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