火必周刊(3.6-3.12)

火币资讯Pubblicato 2023-03-13Pubblicato ultima volta 2023-03-19

Introduzione

上周不容错过的新闻速览,本周事件抢先一览。

上周不容错过的新闻如下:

上周利好事件

1. 关键词:硅谷银行、FDIC、保护美国经济

据Coindesk报道,美国监管机构周日在一份联合声明中表示,硅谷银行的所有储户都将获得补偿,并在周一可以动用他们的资金。美国财政部长耶伦、美联储主席鲍威尔和美国联邦存款保险公司(FDIC)主席格伦伯格在一份声明中表示:“在收到FDIC和美联储董事会的建议,并与总统协商后,耶伦部长批准了一些行动,使FDIC能够以充分保护所有储户的方式完成对硅谷银行的清算。今天,我们将采取果断行动,加强公众对我们银行体系的信心,以保护美国经济。”

英国财政大臣亨特表示,英国央行认为硅谷银行倒闭事件不会造成系统性风险。

美国监管机构宣布将为硅谷银行(Silicon Valley Bank)所有储户提供支持后,Circle创造的与美元挂钩加密货币USD Coin周日升至99美分。

2. 关键词:亚马逊、NFT平台

亚马逊将于4月24日上线NFT平台,计划通过“Amazon Digital Marketplace”选项卡在亚马逊网站上提供,且最初仅在美国可用,将逐步向包括欧洲在内的世界其他地区开放。

此前报道,消息人士表示亚马逊正在推出一家数字资产企业,预计将在春季推出NFT计划,重点是基于区块链的游戏和相关NFT应用程序,可能的用例包括让亚马逊的客户玩加密游戏,并在这个过程中获得免费的NFT。

3. 关键词:以太坊基金会、Shapella网络升级

以太坊基金会在博客文章中宣布,Shapella网络升级将于epoch 162304在Goerli网络上激活,计划时间为3月15日06:25:36 (UTC+8),预计这将是为以太坊主网安排Shapella升级之前的最后一次测试网升级。Shapella社区电话会议定于3月13日23:00 (UTC+8)。此前消息,以太坊Sepolia测试网已成功模拟“上海升级”。在此次Goerli测试网升级后,主网升级将在此后的3至4周进行。

4. 关键词:Binance.US、Voyager Digital

美国破产法官Michael Wiles周二在纽约举行的听证会上批准Voyager Digital的重组计划,可出售其资产并将其客户转移到Binance.US。

Wiles否决了此前美国证券交易委员会(SEC)对币安收购“含糊”的反对意见。此前SEC调查人员认为Binance.US正在经营一家未注册的证券交易所。但Wiles没有被说服,称该机构未能提供任何证据,不应该等到最后一刻才提出具体问题。

5. 关键词:美国犹他州立法机构、DAO获得了独立的法律地位

据The National Law Review报道,近日美国犹他州立法机构通过了H.B. 357法案 - 《去中心化自治组织修正案》,这标志着DAO作为一种组织形式在美国获得了独立的法律地位,意味着DAO并不需要再进行实体包装,其本身已经成为了一种被犹他州法律所认可的独有的组织形式。

上周利空事件

6. 关键词:硅谷银行 、资不抵债

硅谷银行(SVB)在纽约申请第11章破产保护。SVB金融集团表示,本集团拥有约22亿美元的流动性,财务小组正在评估战略选择,申请破产的子公司不包括SVB Securities和SVB Capital。硅谷银行过渡银行(Silicon Valley Bridge Bank, N.A)未被纳入破产保护程序中。

7. 关键词:Silvergate Capital、结束运营

Silvergate Bank控股公司Silvergate Capital Corporation宣布将以有序的方式并按照与适用的监管程序结束运营,鉴于最近的行业和监管发展, Silvergate认为有序结束银行业务和自愿清算银行是最好的前进道路,该银行的清盘和清算计划包括全额偿还所有存款,同时还在考虑如何最好地解决索赔并保留其资产的剩余价值,包括其专有技术和税收资产。

8. 关键词:美联储、鲍威尔、加息

美联储主席鲍威尔表示,如果有必要,美联储准备加快加息步伐,持续提高政策利率可能是适当的,以便立场足够严格,随着时间的推移让通胀回到2%。

美联储主席鲍威尔在国会作证的第二天强调,决策层尚未就本月晚些时候加息的规模做出决定,并表示这将取决于即将出炉的就业和通胀数据。他接着重申了周二在参议院金融服务委员会的书面声明内容。鲍威尔在周二表示,终端利率“很有可能高于此前预期”,如果所有数据都指向有必要加快紧缩措施,那么美联储将准备加快加息步伐。

9. 关键词:MtGox、比特币

3月9日,据彭博社,据知情人士透露,MtGox的最大债权人Mt Gox Investment Fund计划持有而不是出售将于今年获偿付的比特币。

该基金选择在9月获得提前支付,而不是等待所有诉讼得到解决后再获得赔偿。它将以大约70%比特币和30%现金的比例获得Mt.Gox 90%的剩余资产。

10. 关键词:Grayscale、SEC

Grayscale已经就美国SEC拒绝其将GBTC转换为ETF的申请而提起的诉讼进行口头辩论。彭博高级ETF分析师Eric Balchunas发推称,Grayscale与SEC之间的裁决可能需要等待三到六个月的时间。

彭博高级诉讼分析师Elliott Z. Stein在听完辩论后表示,将Grayscale公司的胜算从40%提高到70%。如果Grayscale的申请最终被批准,它将为GBTC释放55亿美元的价值。

本周大事提醒

1. 美国联邦公开市场委员会(FOMC)将于3月21日至22日召开会议;

2. 以太坊Layer 2扩展解决方案ImmutableX将于3月21日凌晨公布两项重大更新;

3. AI 艺术家Claire Silver将于3月21日在卢浮宫展示NFT系列作品;

4. 美联储将于3月23日凌晨公布3月利率决议;

5. Arbitrum将于3月23日向其社区成员空投代码为ARB的治理代币;

6. 香港金融管理局将于3月22至23日举办巴塞尔银行监管委员会(BCBS)会议。

Letture associate

Double Long Hynix ETF Plummets, Halved and Halved Again

On July 29th, shares of South Korean semiconductor firm SK Hynix plummeted over 19% intraday, marking its largest single-day drop on record. The Hong Kong-listed "CSOP SK Hynix Daily Leveraged (2x) Product" (Stock Code: 07709) tumbled more than 28% intraday before closing 13.99% lower at HK$32.70. This leveraged product, designed to deliver twice the daily return of SK Hynix, has seen a catastrophic decline of over 80% from its June 25th high of HK$193.65, far exceeding the underlying stock's roughly 50% drop from its peak. Its assets under management have shrunk dramatically, falling over 70% from a high of HKD 130 billion in June to approximately HKD 31.9 billion. This steep sell-off occurred despite SK Hynix reporting stellar Q2 2026 earnings, with revenue and operating profit surging 257% and 557% year-over-year, respectively. However, the results fell short of market expectations. Analysts cited concerns about potential oversupply from expansion and noted that long-term supply agreements for its high-bandwidth memory (HBM) chips might limit near-term price increases. In response to heightened volatility and regulatory changes, the product's issuer, CSOP Asset Management, announced a transition to a "flexible leverage mechanism" starting August 3rd. Under new Hong Kong SFC rules, the fund's daily leverage multiplier can now be dynamically adjusted between 1.1x and 2x (or -1.1x to -2x for inverse products) based on market conditions, moving away from a fixed 2x target. The fund's name will also be changed to clarify its nature as a daily trading tool unsuitable for long-term holding. Experts warn that this change means investors can no longer assume constant 2x returns and must check the disclosed leverage ratio daily.

marsbit9 min fa

Double Long Hynix ETF Plummets, Halved and Halved Again

marsbit9 min fa

A7 Discusses Accumulated Experience in Using Stablecoins

The Russian State Duma and Federation Council have passed the "Law on Digital Currencies and Digital Rights," which is set to expand the use of stablecoins in cross-border trade settlements starting September 1, 2026. According to the Bank of Russia, exporters and importers will be able to use cryptocurrency in international payments, both directly and through intermediaries, while domestic crypto payments will remain largely prohibited. Company A7, which facilitates operations with the A7A5 stablecoin—Russia's first ruble-pegged stablecoin classified as a Digital Financial Asset (DFA)—commented on the development. Oleg Ogienko, Director of Government Relations and International Affairs for the A7A5 project, stated that while digital asset settlements are still a new practice for many firms, A7 has already accumulated significant expertise in legal documentation, compliance, currency control, and working with infrastructure participants. He added that A7 will continue to apply this expertise for client operations after the law takes effect and will adapt its business processes as the Central Bank issues further regulations. A7 is a Russian international settlement system established in 2024 with participation from PSB Bank. It facilitates cross-border payments and supports foreign trade operations for Russian businesses. Its key instrument, the A7A5 stablecoin, operates on the Tron and Ethereum networks with a market capitalization exceeding $567 million and is circulated in Russia as a DFA via the "Token" platform.

cryptonews.ru23 min fa

A7 Discusses Accumulated Experience in Using Stablecoins

cryptonews.ru23 min fa

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