【比推每日新闻精选】美政府停摆已成定局,参议院两党提案双双闯关失败;纳指连续第六个月实现上涨,标普500指数创2010年以来最大9月百分比涨幅;美SEC允许投资顾问使用州立信托公司托管加密资产;支付巨头 Stripe 正在申请联邦银行牌照,以符合美国稳定币准则

比推Pubblicato 2025-09-30Pubblicato ultima volta 2025-09-30

比推小编每日为您精选的Web3新闻:

美政府停摆已成定局,参议院两党提案双双闯关失败】

比推消息,据华尔街日报报道,美国联邦政府将于当地时间周三凌晨(北京时间中午12点)陷入停摆,此前参议院共和党与民主党相互否决了对方的拨款提案。特朗普周二在向民主党发出新威胁的同时,也释放信号表示愿就医疗补助资金问题进行更多讨论。

此前一天,两党国会领袖刚赴白宫举行会谈。由于共和党内部分歧及民主党左翼施压,任何协议都可能需待午夜零点零一分停摆开始后才能达成。此次停摆将使美国步入未知领域。白宫官员此前多次希望缩减政府规模,宣称将借此次资金断供机会大规模解雇联邦雇员,而非仅让数十万公务员暂时休假。

【纳指连续第六个月实现上涨,标普500指数创2010年以来最大9月百分比涨幅】

比推消息, 市场数据显示,纳指连续第六个月实现上涨,并创2010年以来最大三季度百分比涨幅。道指创2019年以来9月最大百分比涨幅,标普500指数创2010年以来最大9月百分比涨幅。

SEC允许投资顾问使用州立信托公司托管加密资产】

比推消息,根据官方文件,美国证券交易委员会(SEC)于9月30日向辛普森·撒切尔律师事务所发出不行动函,明确注册投资顾问可选用州立信托公司作为加密货币合格托管方。该函确认,符合《1940年投资顾问法》的机构在通过州立信托公司托管加密资产时将免于执法追责。

此举被业界视为数字资产监管清晰化的重要里程碑,分析师指出这将缓解金融机构参与加密市场的合规压力。怀俄明州等率先推出数字资产托管规则的州立监管体系亦获官方认可。

支付巨头 Stripe 正在申请联邦银行牌照,以符合美国稳定币准则】

比推消息,据 The Information报道, 支付巨头 Stripe 将申请联邦银行执照,以符合美国稳定币准则。报道称,该公司还计划向纽约州金融服务部申请信托牌照。

Stripe 周二表示,它将允许任何企业推出自己的稳定币。Stripe在一份声明中表示,这款名为“Open Issuance”的新产品“使任何企业只需几行代码就能推出和管理自己的稳定币”。这项新服务将由 Stripe 去年以 11 亿美元收购的 Bridge 提供支持。

Stripe 表示:“企业可以自由铸造和销毁代币,并定制其储备以管理现金和国债之间的比例,并选择其首选合作伙伴。国债由贝莱德、富达投资和 Superstate 管理。现金由 Lead Bank 持有,以在必要时提供流动性。”

【彭博社:Robinhood 探索在美国以外推出预测市场】

比推消息,据彭博社报道,Robinhood 正在探索如何在美国以外的市场开展其预测市场业务。该交易平台已与英国金融行为监管局等海外监管机构进行了沟通,以更好地了解如何监管该产品。在美国,预测市场事件合约被视为期货,而在其他地区,它们则被认为更像是赌博。

Robinhood 期货及国际业务副总裁兼总经理 JB Mackenzie 表示:“在美国,这是一种掉期交易。那么问题是,掉期监管在哪里,比如说在英国?我们一直在向 FCA 询问这个问题,我们该如何运作呢?”

今年8月,Robinhood宣布将推出NFL和大学橄榄球预测市场,用户可以对比赛结果进行交易。这款热门股票交易应用正与Kalshi合作,通过Robinhood Derivatives提供这项服务。

KalshiPolymarket 是目前最大的两个预测市场平台。Coinbase 也表现出了进入该市场的兴趣。

OpenAI 推出社交媒体应用,向 TikTok、YouTube 等发起挑战】

比推消息,据 WSJ 报道,OpenAI 正推出一款全新社交媒体应用,向 TikTok、谷歌 YouTube 和 Meta 发起挑战。依托其 AI 视频生成器,新应用的用户可通过文本提示生成带音频的高清短视频。用户可以上传自己的短片,并将其嵌入到 Sora 生成的虚拟世界中,只需描述所需的创意、风格和场景即可。

他们还可以与其他用户互动,观看并评论他人内容。新版本 Sora 2 将采用类似 TikTok、Instagram Reels 和 YouTube Shorts 的滑动浏览导航方式,显示出 OpenAI 在硅谷 AI 视频赛道上的雄心。OpenAI 计划率先在美国和加拿大通过苹果 App Store 以邀请制推出该应用。


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Letture associate

Why Are the Most Believers in AGI Buying NVIDIA Put Options?

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Why Are the Most Believers in AGI Buying NVIDIA Put Options?

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AI Saved a Group of New Energy Investors

The article "AI Saves a Group of New Energy Investors" details a remarkable turnaround in the green energy investment sector, driven by its convergence with artificial intelligence infrastructure. After a prolonged downturn marked by valuation slumps and funding cold spells since 2022, the sector has experienced a dramatic resurgence in 2026. This shift is attributed to new policies, particularly the "AI-Energy Synergy" national strategy, which mandates green power and energy storage systems for new large-scale computing centers. This redefines green electricity and storage from traditional manufacturing into core, indispensable assets for AI's operational backbone, creating a new narrative where "computing power equals electricity, and green power equals assets." This paradigm change is reflected in surging market performance. Power stocks like Datang Power have seen massive gains, and green energy ETFs have recorded significant capital inflows. The IPO market is also active, with companies like Sige New Energy listing successfully. Investment and financing have accelerated sharply, with major expansion projects and large-scale IPOs like China Resources New Energy's record-breaking offering. Notably, some top projects have seen valuations rebound by approximately 60%. The article highlights that the previous industry trough became a prime investment window. With AI-driven demand predicted to create massive power shortfalls (e.g., a projected 55GW gap for data centers), sectors like energy storage, grid upgrades, and green power are seeing explosive growth. Investors are now prioritizing areas like power management, large-scale storage, virtual power plants, and supporting technologies like liquid cooling—the "pick-and-shovel" plays of the AI infrastructure boom. Examples like KKR's highly successful investment in cooling company CoolIT Systems underscore the lucrative opportunities. In conclusion, the integration with AI has sparked a fundamental revaluation of new energy assets. For investors who endured the sector's低谷, a harvest season has arrived, with the broader investment upswing seemingly just beginning.

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Learn Codex with the "Morning Briefing": Six Replicable Levels of Use

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