戴蒙态度转暖:摩根大通押注稳定币,但质疑其用途

金十数据Published on 2025-07-17Last updated on 2025-07-17

摩根大通(JPM.N)首席执行官杰米·戴蒙(Jamie Dimon)一直以对数字货币持怀疑态度而闻名,但随着加密货币市场持续增长,以及特朗普政府推动完善加密货币监管框架,他的态度正在逐渐转变。

今年6月,摩根大通推出了美元存款代币JPMD,供机构客户在公共区块链上进行数字支付。

在周二的财报电话会上,当分析师问及他对稳定币的看法时,戴蒙表示,他理解摩根大通需要参与其中,因为“只有参与,才能更好地理解”。

他承认,那些涉足稳定币的金融科技公司“非常聪明”,他们正试图创造出一种银行账户的替代品,并进入支付系统和奖励计划。

“我们必须意识到这一点,”戴蒙在AlphaSense的电话会议记录中说。“意识到的方式就是参与。所以我们会进入这个领域,不断学习,成为其中的一员。”

其中一家金融科技公司是稳定币发行商Circle Internet Group Inc.,该公司于6月5日上市,摩根大通是其首次公开募股的主承销商之一。Circle的股价周二收于195.33美元,比31美元的发行价上涨530%。本月早些时候,该公司已向监管机构申请设立一家数字货币信托银行。

戴蒙的言论正值所谓的“加密周”,美国众议院正在审议三项与加密货币相关的立法。

尽管比特币周二下午交易中下跌2.8%,但在过去三个交易日中已创下历史新高。

摩根大通股价周二下跌0.7%,收于286.55美元,较7月3日创下的296美元纪录高点低3.2%。今年以来,该股上涨19.5%,而金融精选行业SPDR ETF上涨6.9%,标普500指数上涨6.2%。

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