【研报精选】比特币二月市场研报（2/2）

火必研究院2023-03-08 tarihinde yayınlandı2023-03-09 tarihinde güncellendi

Özet

在2月下旬，比特币和以太坊的资金费率持续维持高位，市场看涨情绪不减。伴随着美元指数的上行，比特币抛压不减。此外，返向逆回购指标也现实，抛压加大。

İlgili Okumalar

Grayscale files S-1 for first US Worldcoin ETF

Crypto asset manager Grayscale has filed an S-1 registration statement with the U.S. Securities and Exchange Commission for the first U.S. exchange-traded fund (ETF) focused on Worldcoin (WLD). The proposed fund, named the Grayscale Worldcoin ETF, is planned to list on the Nasdaq under the ticker symbol GWLD. It aims to provide investors exposure to the WLD token through a regulated exchange-traded product. According to the preliminary filing, BitGo Bank & Trust will act as custodian for the underlying Worldcoin assets, while BNY Mellon will serve as administrator and transfer agent. CSC Delaware Trust Company is named as trustee. The filing notes that details on management fees, seed investment, authorized participants, or liquidity providers are not yet disclosed. WLD is an ERC-20 token on the Ethereum blockchain and serves as the native token for the Worldcoin project, co-founded by OpenAI CEO Sam Altman. The project uses biometric verification to distinguish humans from bots online. The Worldcoin ETF would join Grayscale's existing suite of 17 crypto-related exchange-traded products, which track assets including Bitcoin, Ethereum, Solana, XRP, Dogecoin, and Chainlink.

cointelegraph18 dk önce

Grayscale files S-1 for first US Worldcoin ETF

cointelegraph18 dk önce

US freezes $131M in Iran-linked crypto as Middle East tensions rise

The U.S. government, at the direction of the Treasury Department, has frozen approximately $131 million in cryptocurrency (USDT) held in digital wallets linked to Iran's Central Bank. Treasury Secretary Scott Bessent confirmed the action, stating it is part of ongoing efforts to disrupt Iran's illicit financial activities, including the abuse of digital assets. This freeze, executed with stablecoin issuer Tether's compliance, follows heightened hostilities in the Middle East, including renewed U.S. port blockades, military strikes, and retaliatory Iranian drone attacks. It is the latest in a series of U.S. asset seizures under "Operation Economic Fury," a financial pressure campaign that has reportedly seized around $1 billion in Iranian crypto since early 2025.

cointelegraph18 dk önce

US freezes $131M in Iran-linked crypto as Middle East tensions rise

cointelegraph18 dk önce

China Launches Production of Chip Printing Machines: Why Experts Aren't Quick to Applaud

China has reportedly begun production of immersion DUV lithography machines, critical for manufacturing modern semiconductors. According to reports citing anonymous sources, the state-owned Shanghai Aishengna Electronic Technology Group plans to produce a limited number of these machines in 2026 and 2027, with initial deliveries intended for major Chinese chipmakers. However, industry experts and analysts express significant skepticism. They note the new equipment is far from matching the performance, reliability, and commercial viability of systems from the global leader, ASML. Key challenges identified include the difficulty of transitioning from limited production to high-volume manufacturing with consistent precision and yield over thousands of cycles. Analysts also caution that previous announcements of Chinese progress in this field have often failed to meet expectations. While the development is notable, experts suggest a more immediate risk to ASML could come from potential U.S. export restrictions rather than Chinese competition. The market consensus is that ASML's dominance in the lithography equipment segment remains secure for the foreseeable future. The true test for the Chinese machine will be whether it can achieve meaningful, scaled production by 2027 as claimed.

cryptonews.ru1 saat önce

China Launches Production of Chip Printing Machines: Why Experts Aren't Quick to Applaud

cryptonews.ru1 saat önce

The Most Important Decision by the Fed Tomorrow! What Are the Expectations? It May Not Be as Final as Previous Ones!

The Federal Reserve (Fed) is set to announce its latest interest rate decision tomorrow. Markets widely expect the Fed to hold rates steady, with an 80% probability of no change and a 19% chance of a 25-basis-point hike. The Fed has kept its benchmark rate at 3.50–3.75% since December. Recent energy price increases and hawkish comments from some Fed officials have raised the possibility of a hike. However, softer-than-expected inflation data and a lull in US-Iran tensions suggest the bar for a rate increase this week might be higher than markets anticipate. Economists note that if the Fed hikes after a long pause, it likely wouldn't be a one-off move. Historically, when the Fed begins a rate cycle, it continues in the same direction for several meetings. A potential hike could signal further increases ahead. Yet, officials are believed to be unprepared to commit to a series of hikes now. Former St. Louis Fed President James Bullard echoed this, stating the Fed typically avoids single, isolated rate changes and that policymakers must decide if they are ready to start a hiking series, which he doubts they are for this meeting.

cryptonews.ru2 saat önce

The Most Important Decision by the Fed Tomorrow! What Are the Expectations? It May Not Be as Final as Previous Ones!

cryptonews.ru2 saat önce

Visa outlines stablecoin strategy during Q3 earnings call

Visa's fiscal third-quarter revenue grew 14% year-over-year to $11.6 billion, supported by strong growth in payments volume, cross-border transactions, and processed transactions. During its earnings call, the company detailed its expanding stablecoin strategy, emphasizing investments across the entire stablecoin ecosystem, including blockchain infrastructure, issuance, wallets, and applications. Visa highlighted progress in issuance and application layers, and announced its participation in the OpenStandard consortium, which plans to issue the OpenUSD stablecoin for global money movement. The Visa stablecoin platform is designed to allow partners to settle with Visa using stablecoins, provide onchain wallet services, and facilitate conversions between fiat currency and stablecoins, starting with OpenUSD. The platform will also integrate with Pismo to support financial institutions' tokenized deposits, with plans to add more infrastructure providers. Visa further described stablecoins and artificial intelligence as complementary long-term growth technologies, suggesting that while stablecoins reshape the backend of commerce, AI is transforming the frontend.

cointelegraph2 saat önce

Visa outlines stablecoin strategy during Q3 earnings call

cointelegraph2 saat önce

İşlemler

Spot
活动图片