特朗普又遭背刺,美众议院未通过加密法案程序性投票

金十数据Pubblicato 2025-07-17Pubblicato ultima volta 2025-07-17

AI播客:换个方式听新闻 下载mp3

音频由扣子空间生成

美国总统特朗普支持的多项加密货币监管法案,周二在众议院的关键程序性投票中未能过关,这对加密货币行业而言是重大打击。

这些法案需通过程序性投票后才能进入正式辩论和表决阶段,但周二的投票出人意料地得出196票支持、223票反对的结果。13名共和党人与民主党人一起投票阻止了法案推进。

周二晚些时候,众议院共和党领导层突然决定当天不再进行第二次投票,因此下一步计划尚不明朗。

此前外界普遍预计法案会获得通过。在被称为“加密货币周”的期间,众议院共和党人拒绝听从特朗普指示,这种情况并不常见。

特朗普当地时间周二晚些时候在一份声明中表示,他已在椭圆形办公室与11位国会议员会面。特朗普说:“经过简短的讨论,他们都同意明天(当地时间周三)上午投票支持。 ”

共和党领导层尚未明确,第二次投票是否针对相同的规则和法案,或是会修改法案内容以满足反对当前动议的共和党会议成员。

投票失败后,加密货币相关股票走低。稳定币公司Circle股价应声下跌超7%,Coinbase下跌超4%,数字资产公司MARA Holdings下跌超2%。

投票失败后陷入停滞的三项法案中,《GENIUS法案》上月在参议院获得部分民主党支持通过,该法案旨在监管稳定币。另一项《CLARITY法案》将明确资产是由美国证券交易委员会(SEC)作为证券监管,还是由商品期货交易委员会(CFTC)作为商品监管。第三项法案将阻止美联储发行央行数字货币(CBDC)。

佐治亚州共和党众议员玛乔丽·泰勒·格林(Marjorie Taylor Greene)是反对该法案的共和党人之一,她在X平台发文称:“我投票反对《GENIUS法案》的议事规则,因为它没有包含央行数字货币禁令,且议长约翰逊不允许我们对该法案提出修正案。”

“特朗普总统在1月23日的行政命令中包含了央行数字货币禁令,国会也必须在《GENIUS法案》中加入这一禁令,”格林写道。

周二早些时候,特朗普在其“真相社交平台”上为“加密货币周”造势,敦促所有众议院共和党人对该法案投“赞成票”。

“众议院即将就一项重大法案投票,该法案将使美国成为数字货币领域无可争议的头号领导者——没人能比我们做得更好!”特朗普写道。

“《GENIUS法案》将让我们伟大的国家遥遥领先于中国、欧洲及其他所有国家,他们拼命追赶却永远赶不上,”他称。

“数字货币是未来,而我们正大幅领先!今天(当地时间周二)下午完成首轮投票(所有共和党人都应投赞成票!)”特朗普补充道。

Letture associate

Foundation Steps Back, Ethlabs Steps Forward: Ethereum Undergoes Its Largest Restructuring in History

On June 23rd, the Ethereum ecosystem witnessed two major shifts, signaling a significant governance realignment. First, former Ethereum Foundation researchers established Ethlabs, a new independent non-profit. Backed by major ETH holders like Bitmine and SharpLink, Ethlabs aims to address practical needs for institutional adoption, including faster settlement, native asset issuance, cross-chain transactions, and mainnet scaling. Secondly, the Ethereum Foundation announced a major restructuring, laying off 54 employees (20% of its staff) to become a leaner entity focused on protocol governance and maintenance rather than being the primary builder. This move represents a pivotal correction. Criticisms had mounted over the Foundation's perceived slowness, lack of clear strategy, and over-reliance on Vitalik Buterin's influence. Ethlabs emerges as a more execution-oriented, "industrialized" layer focused on market adoption—bridging the gap between research and real-world use. Notably, Vitalik Buterin is absent from its list of supporters, interpreted as an intentional step to avoid excessive personal endorsement and allow the organization to build independent credibility. The Ethereum Foundation's downsizing and redefinition mark a retreat from its former central coordinating role. It now aims to share the "privilege of stewarding Ethereum" with other emerging groups like Ethlabs, the Ethereum Applications Guild, and The Ethereum Economic Zone. Analysts frame this dual shift as the Foundation ensuring Ethereum remains "correct" (credibly neutral), while Ethlabs must prove it remains "effective" (competitive and attractive for capital and adoption). This addresses community "shareholder-like anxiety" about ETH's market performance. While risks exist—such as concerns over shifting from Foundation centrality to large-holder influence—the consensus is that the greater risk for Ethereum was inaction, caught between technical idealism and organizational inertia. These steps aim to create a more multi-stakeholder, execution-driven future for the network.

链捕手1 h fa

Foundation Steps Back, Ethlabs Steps Forward: Ethereum Undergoes Its Largest Restructuring in History

链捕手1 h fa

Second Half of U.S. Crypto Policy: The Clarity Act Aims for 60 Votes, CFTC's "One-Person Commission" Becomes Biggest Variable

In a pivotal year for US crypto policy, the "CLARITY Act" is advancing in the Senate but faces a high hurdle, needing 60 votes to pass. Key challenges include bridging partisan divides on ethics and swaying undecided Republican senators within a tight legislative calendar of only about 40 working days. The policy "second half" involves intense negotiations on a broader framework for Web3 and DeFi, including crypto tax reforms and the Blockchain Regulatory Certainty Act. A significant uncertainty is the understaffed CFTC, operating with four commissioner vacancies, which complicates regulatory clarity. Meanwhile, the departure of key "crypto champions"—SEC Commissioner Hester Peirce and Senator Cynthia Lummis—will impact ongoing policy efforts. Industry experts are cautiously optimistic but realistic. Sara K. Weed notes that while progress is being made, CLARITY is unlikely to pass this Congress, pushing agencies like the SEC and CFTC to provide more guidance. Sulolit Mukherjee suggests meaningful crypto tax legislation is more likely to be attached to larger must-pass bills. Rashan Colbert discusses the jurisdictional debate over prediction markets, emphasizing the need for a regulatory framework that fosters their development as financial tools rather than treating them broadly as gambling. The clock is ticking, but opportunities remain for substantive progress through continued bipartisan dialogue and pragmatic efforts.

marsbit3 h fa

Second Half of U.S. Crypto Policy: The Clarity Act Aims for 60 Votes, CFTC's "One-Person Commission" Becomes Biggest Variable

marsbit3 h fa

Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

Morgan Stanley raised its price target for SanDisk (SNDK) from $1100 to $1750 on June 22, maintaining an Overweight rating. The upgrade is driven by AI inference demand reshaping the NAND market, particularly for KV Cache and context window storage in cloud data centers. These cloud clients exhibit price inelasticity and sign long-term contracts, granting SanDisk significant pricing power. SanDisk's New Business Model (NBM) agreements, covering over one-third of FY27 bit shipments with 3-5 year terms and fixed price/price collar structures, are crucial. They are projected to sustain gross margins around 80% even at floor prices, providing a buffer against cyclical downturns. Morgan Stanley forecasts gross margins to surge from 30.3% in FY25 to 86.7% in FY27e. With NAND supply expected to remain tight into 2026/2027 and cloud/data centers becoming the largest end-market, SanDisk holds supply-side pricing power. The company targets 15-19% bit growth via technology transitions, not capacity expansion. Revenue is projected to grow ~6.6x from FY25 to FY27, with EPS rising from $2.74 to $14.73, driven by high-margin cloud business. Key upside catalysts include faster enterprise SSD adoption and edge AI growth. Downside risks involve slower industry growth, competitor capex increases, market share loss, and competition from Chinese players like YMTC. The investment thesis rests on AI-driven structural demand, NBM's margin protection, and sustained supply tightness. The $1750 target implies ~28x FY27e P/E.

marsbit4 h fa

Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

marsbit4 h fa

Trading

Spot
Futures
活动图片