加密早报:SEC 主席力撑 DeFi,以太坊突破 2800 美元

深潮Published on 2025-06-11Last updated on 2025-06-11

财富 500 强企业中 60% 正在开展区块链项目。

作者:深潮 TechFlow

昨日市场动态

SEC 主席:经济自由、私有产权和创新价值观是 DeFi 的基因

据 DeFi Education Fund 披露,美 SEC 加密工作组于今日举办一场关于「DeFi 与美国精神」的圆桌会议。

会议开场环节,美国证券交易委员会主席 Paul Atkins 表示,美国的经济自由、私有产权和创新价值观是 DeFi 运动的基因。Atkins 强调,中立工具的构建者不应对第三方行为负责,工程师不应仅因发布软件代码而受到联邦证券法约束。

SEC 要求潜在 Solana ETF 发行方更新 S-1 申请文件,最快可能于 7 月通过

据 Blockworks 报道,美国证券交易委员会(SEC)已要求潜在的 Solana ETF 发行方在下周内提交修订后的 S-1 表格。SEC 表示将在提交后 30 天内对 S-1 表格作出反馈。

消息人士透露,SEC 要求发行方更新有关实物赎回的语言表述以及如何处理质押的方法,且监管机构似乎对将质押作为 Solana ETF 的一部分持开放态度。一位消息人士估计,这些更新可能使 Solana ETF 在未来三到五周内获得批准,最快可能于 7 月通过。

SEC启动程序审查Bitwise比特币和以太坊ETF上市申请

据官方公告,美国证券交易委员会(SEC)于2025年6月10日宣布,启动程序审查NYSE Arca交易所提交的Bitwise比特币和以太坊ETF上市申请。该ETF计划同时持有比特币和以太坊,资产配置将基于两种加密货币的相对市值(目前约为83%比特币和17%以太坊)。

Bitwise Investment Advisers, LLC作为该信托的发起人,Coinbase Custody Trust Company将负责托管加密资产。该ETF将通过参考CME CF比特币和以太坊定价基准确定每日净资产值,并允许授权参与者以10,000股为单位进行现金申购和赎回。

薄荷色LABUBU拍出108万天价,泡泡玛特市值飙升至3476亿港元

据第一财经报道,全球唯一一只薄荷色LABUBU于6月10日在永乐2025春季拍卖会上以108万元成交。同场拍卖中,限量15版的棕色LABUBU也以82万元成交。随着LABUBU的强势出圈,泡泡玛特股价自2024年2月起已累计上涨超10倍,目前总市值达3476亿港元。德意志银行和摩根大通等多家外资机构纷纷看好,上调其目标价。2024年泡泡玛特实现营收130.4亿元,同比增长106.9%,经调整净利润同比增长185.9%。

数字资产交易及金融服务平台 Uphold 考虑 IPO,估值或超 15 亿美元

据 The Block 报道,数字资产交易及金融服务平台 Uphold 首席执行官 Simon McLoughlin 表示,公司董事会已任命 FT Partners 探索战略选项,包括在美国进行首次公开募股(IPO)或被支付公司收购的可能性。

知情人士透露,Uphold 正寻求超过 15 亿美元的估值。McLoughlin 还提到,公司正积极拓展对 XRP 感兴趣的美国消费者市场。据悉,Uphold 是一家提供加密货币交易和其他金融服务的平台,支持包括 XRP 在内的多种数字资产交易。

币安钱包于6月11日上线MEET48(IDOL)TGE

据官方消息,币安钱包于6月11日上线MEET48(IDOL)TGE,认购时间:2025年6月11号下午4点到6点 (UTC+8) 。认购资格:符合资格的用户须使用币安 Alpha 积分参与。

Michael Saylor:苹果公司应该买比特币

财经节目主持人Jim Cramer表示苹果公司当前的股票回购计划“并未奏效”。对此,Strategy联合创始人Michael Saylor回应称,“苹果(Apple公司)应该买比特币”,暗示将现金储备投入BTC可能是更具策略性的选择。

Coinbase调查:财富 500 强企业中 60% 正在开展区块链项目

据 Coinbase 最新的「加密货币现状」报告,大约有六成的财富 500 强企业高管表示,他们的公司目前正在「开展区块链计划」。此外,加密货币在中小型企业中的采用正在加速,这些企业表示区块链可以帮助解决特定的财务痛点。 此外,Coinbase 还表示超过五分之四的机构投资者计划今年增加对加密货币的投资。

Pyth 宣布支持 ETF 实时价格数据,解锁 DeFi、RWA 等领域新用例

去中心化预言机解决方案 Pyth Network 宣布支持 ETF 的实时价格数据,将来自现实世界交易场所的市场价格实时发布到链上,价格信息范围包括美国股票和全球指数、黄金、国债、房地产投资信托基金 (REITs)、以股息和收益为重点的投资组合等,这些信息流解锁了 DeFi 协议、RWA、资产代币化等领域的新用例,为每个人提供了机构投资组合背后的基础数据层,进一步将传统资产轨道引入可编程金融,帮助开发者构建更复杂、更能精准的应用程序。

据悉,Pyth Network 已支持 100+ 区块链并提供超过 1500+ 实时价格数据馈送,在「全球通用价格层」的愿景之下,Pyth Network 旨在实现万物价格皆上链,同时具备去中心化、及时、准确、安全、透明和低成本等优势,进一步成为推动全球金融体系变革的重要力量。

德意志银行与蚂蚁国际达成战略合作,共推代币化存款与稳定币发展

据汇港资讯报道,德意志银行与蚂蚁国际今日宣布建立战略合作伙伴关系,双方将结合各自优势,为欧洲和亚洲企业提供创新的跨境支付解决方案。合作内容包括推出代币化存款、稳定币及基于时序Transformer(TST)AI外汇模型的创新方案。德银将成为首家接入蚂蚁国际区块链技术平台的德国银行,实现即时资金调拨,提升全球财资管理效率。同时深化与蚂蚁旗下支付服务商的合作,拓展欧洲、中东及非洲地区业务。

福布斯富豪榜:CZ 再次成为华人首富,资产达 657 亿美元

据福布斯富豪榜数据,赵长鹏(CZ)再次成为华人首富,资产达657亿美元。

行情动态

推荐阅读

SEC 新主席圆桌会议演讲全文:DeFi 与美国精神

本文主要围绕美国证券交易委员会(SEC)新主席Paul Atkins的演讲展开,探讨了去中心化金融(DeFi)与美国核心价值观的关系,以及区块链技术在创新和监管方面的潜力。Atkins提出通过“创新豁免”推动美国成为全球加密资本,并强调对链上技术和金融系统进行适应性监管的重要性。

特朗普推全民投资计划,每个新生儿送 1000 美元炒股

本文讲述了特朗普政府推出了一项名为“特朗普账户”的全民投资计划,为2025年1月至2029年1月期间出生的每位美国新生儿提供1000美元的投资账户,用于指数基金投资。家长或私人实体可每年额外捐助最多5000美元,账户资金在孩子18岁后可部分提取,30岁后可完全支配。该计划旨在改善中产阶级家庭的财务状况,但税收优惠有限,引发了部分争议。

从狂热到理性:加密货币风投的成熟之路

本文探讨了加密货币风险投资从狂热到理性的发展历程,强调了行业从投机驱动转向商业基本面的过程。文章指出,随着市场的成熟,风投更加注重可盈利的业务模型,而非单纯依赖代币机制。尽管融资总量下降,但资金更加集中于基础设施和企业级解决方案。

全链稳定币之战:Circle、Tether 与 Frax 的数字美元博弈

本文深入探讨了全链稳定币的竞争格局,分析了 Tether 的 USDT、Circle 的 USDC,以及 Frax 的 FRAX 在数字美元领域的博弈。文章重点关注了三种稳定币在技术、市场定位及战略上的差异,并讨论了全链技术对稳定币未来发展的影响。

DeAI 可组合性探讨:AI Layer1 的协同爆发时刻何时到来?

本文主要探讨了 DeAI 赛道和 AI Layer1 的发展现状及挑战,同时涵盖了加密货币、DeFi、比特币、以太坊等领域的最新动态和趋势。文章指出,AI Layer1 的协同爆发时刻可能需要通过制定事实标准或协议间协议来实现。

Trending Cryptos

Related Reads

Just now, DeepSeek V4 updates with DSpark, improving inference speed by 80%

DeepSeek has updated its DeepSeek V4 model with the DSpark speculative decoding framework, achieving a significant 60-85% speedup in generation for Flash models and 57-78% for Pro models while maintaining the same overall throughput. This engineering-focused update, rather than a core architectural change, introduces DSpark to address latency and throughput bottlenecks in high-concurrency production environments. DSpark combines high-throughput parallel generation with adaptive load-aware verification. Its key innovations include a semi-autoregressive generation architecture to model dependencies within token blocks and a hardware-aware confidence-scheduled verification system. This system uses a confidence head to predict token acceptance probabilities, allowing it to dynamically optimize verification length per request and allocate compute only to tokens with the highest expected payoff. The asynchronous scheduler is designed for real-world deployment, ensuring zero-overhead scheduling and continuous CUDA graph replay while preserving the target model's output distribution. In tests across mathematical reasoning, code generation, and daily dialogue, DSpark outperformed state-of-the-art models like Eagle3 and DFlash, increasing average acceptance length by 26.7%-30.9% and 16.3%-18.4% respectively on Qwen3 target models. DeepSeek also open-sourced DeepSpec, a full-stack codebase for training and evaluating speculative decoding draft models, providing a standardized toolkit that includes data preparation tools, model implementations, training code, and evaluation scripts.

marsbit3h ago

Just now, DeepSeek V4 updates with DSpark, improving inference speed by 80%

marsbit3h ago

BIT Research: The 2028 Halving Is Not the End, the Real Shake-Up of the Bitcoin Mining Industry Is Just Beginning

The Bitcoin mining industry is undergoing its most complex structural adjustment since inception. Despite Bitcoin's price holding near $61,000 and the network hash rate approaching a record 1 ZH/s, miner profitability is deteriorating. The industry is operating close to its breakeven point, with the 2028 halving expected to accelerate consolidation. The challenges extend beyond the halving's subsidy reduction; the industry's revenue model has yet to successfully transition towards a fee-driven structure. Increasingly, mining companies are evolving from simple Bitcoin producers into infrastructure and energy operators, including providers of AI/HPC computing power. Competition is shifting from pure hash rate expansion to business model upgrades. Economic pressure is evident. The theoretical daily mining revenue at current prices is around $78 million, yet the actual figure is only about $33 million—a 136% gap. Transaction fees remain low at roughly $220k daily, far below historical implied levels. With a current estimated industry-wide breakeven price near $65,000, mining alone is struggling to generate ideal profits. The 2028 halving is projected to push the fundamental production cost floor to approximately $93,289. This will likely accelerate a shift towards consolidation among larger, well-capitalized miners with diversified revenue streams. Competitive advantage will belong to institutionalized players with access to low-cost energy, AI/HPC hosting operations, and stronger balance sheets. In essence, Bitcoin mining is transitioning from a "mining business" to an "infrastructure business." Future profitability and resilience will depend less on block rewards and more on diversified income sources like energy management and computational infrastructure services. For investors, the key question is not the halving itself, but which miners can successfully navigate this business model transformation.

marsbit5h ago

BIT Research: The 2028 Halving Is Not the End, the Real Shake-Up of the Bitcoin Mining Industry Is Just Beginning

marsbit5h ago

This is How God Karpathy Uses Claude?

Andrej Karpathy, a prominent figure in AI, has reportedly joined Anthropic, leading to a noticeable decrease in his open-source contributions and social media activity. A document claiming to be his personal "CLAUDE.md" file—a set of instructions for the Claude AI to follow within a specific codebase—has been circulating online. While its authenticity is unverified, the content aligns closely with Karpathy's publicly shared principles on effective AI-assisted programming. The document outlines key rules for AI coding assistants, emphasizing the importance of reading existing code thoroughly before writing new code to maintain consistency. It advises against over-engineering, advocating for simple, surgical modifications that match the project's existing style. Other guidelines include clarifying assumptions upfront, writing meaningful tests, thoughtful debugging, and carefully considering dependencies. The core message is that these principles help prevent common AI coding failures, such as introducing unnecessary abstractions, style drift, or making invisible architectural decisions. The community has noted that even experts like Karpathy require detailed instructions to guide AI effectively, akin to managing a junior developer. A related GitHub repository, "andrej-karpathy-skills," which encapsulates these ideas, is reported to significantly reduce Claude's code error rate. Ultimately, the advice stresses that the best CLAUDE.md is tailored to one's own tech stack and coding practices.

marsbit5h ago

This is How God Karpathy Uses Claude?

marsbit5h ago

Trading

Spot

Hot Articles

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of ETH (ETH) are presented below.

活动图片