Завтра США опубликуют отчет о биткоин-резерве

cryptonews.ruPubblicato 2025-07-12Pubblicato ultima volta 2025-07-29

Власти США готовятся опубликовать отчет о формировании стратегического биткоин-резерва. Его могут представить публике 30 июля 2025 года

Также на этот день запланировано решение ФРС по ключевой процентной ставке и пресс-конференция главы регулятора Джерома Пауэлла.

Участники криптосообщества обратили внимание на сообщение ведущей CNBC о том, что 30 июля 2025 года американские регуляторы планируют опубликовать отчет о формировании стратегического биткоин-резерва. Ранее планы подтвердил Бо Хайнс, исполнительный директор по цифровым активам при администрации президента США. По его словам, рабочая группа президента по цифровым активам завершила 180-дневный отчет, и он будет опубликован 30 июля.

По данным журналистов, в него войдут:

  • Детали состава стратегического крипторезерва. Напомним, ранее Трамп говорил о том, что в резерв также могут включить альткоины. Участники криптосообщества раскритиковали такой подход. При этом основой резерва, по словам представителей инициативы, все же останется биткоин.
  • Информация о цифровых активах, которые США получили в ходе изъятий.
  • Предложения о банковских реформах.

Ранее в июле в сети завирусилась новость о том, что власти США якобы продали 80% своих биткоин-резервов. На деле же оказалось, что автор поста, из-за которого в криптосообществе возникла паника, опубликовал информацию о криптовалютных запасах только одного ведомства. На деле же конфискованная криптовалюта распределена по казне нескольких регуляторов. В совокупности под контролем властей США, по данным bitbo.io, 198 012 BTC на $23,50 млрд, или 0,943% от эмиссии криптовалюты. Это абсолютный максимум среди крипторезервов стран.

Биткоин-резервы стран. Источник: bitbo.io

Также на 30 июля запланировано заседание ФРС. На момент написания новости, почти 97% участников рынка считают, что на этот раз регулятор не пойдет на снижение ставки. При этом 63% инвесторов уверены в том, что первое снижение будет зафиксировано в сентябре.

Прогноз решения по ставке ФРС на сентябрь. Источник: CME

Напомним, снижение ключевой ставки — позитив для крипторынка. Изменения повышают инвестиционную привлекательность таких высокорискованных активов как крипта. Поэтому многие участники рынка ждут перехода ФРС к снижению ставки. Изменения лоббирует и сам Трамп.

Ранее редакция BeInCrypto писала о том, что PayPal запускает сервис платежей в США с поддержкой 100+ криптовалют.

Letture associate

After Changxin, Yushu Takes the Lead: The Value and Weight of the First Humanoid Robot Stock

On August 19, 2026, Unitree Robotics (688836.SH), known as China's "first humanoid robotics stock," officially listed on the Shanghai Stock Exchange's STAR Market. The stock opened at 1,100 yuan, a surge of 629.44% from its 150.80 yuan IPO price, with its market capitalization briefly reaching 445 billion yuan. This highlights intense market enthusiasm for the humanoid robot sector. The IPO was characterized by high demand and low circulation, with only 7.44% of shares initially tradable. This scarcity, coupled with strong investor interest (record-high participation and a low 0.0181% lottery win rate), contributed to the dramatic price surge. Founder Wang Xingxing, holding over 31% of shares, saw his wealth exceed 110 billion yuan, making him China's wealthiest "post-90s" entrepreneur. Major institutional backers like Meituan, DeepSeek, Tencent, and Sequoia China also reaped substantial gains. Key to the valuation is Unitree's status as a profitable company in a field where many competitors are not. In 2025, it achieved 600 million yuan in adjusted net profit and delivered over 5,500 humanoid robots, ranking first globally in shipments. However, over 70% of its humanoid revenue still comes from R&D and education, with industrial applications accounting for only about 9%, indicating early-stage commercialization. The company faces competition from global players like Figure AI (est. $39-40B valuation), Boston Dynamics, and Tesla's Optimus, as well as domestic rivals like Zhiyuan and Ubtech. To become the "global humanoid robotics leader," its market cap would need to exceed 500 billion yuan. Market opinions on its future are divided: optimists cite its profitability, leading shipments, and strategic tie-up with DeepSeek; the cautious point to high valuations and unproven mass-market adoption; a neutral view expects a post-surge consolidation into an "earnings verification phase." Risks include high valuation digestion pressure, slower-than-expected commercialization in industrial/household settings, potential US FCC regulatory impacts on new models, intense competition, rapid technological iteration, and short-term stock volatility. The IPO marks a significant milestone, but Unitree's path to becoming a global leader remains challenging.

Odaily星球日报43 min fa

After Changxin, Yushu Takes the Lead: The Value and Weight of the First Humanoid Robot Stock

Odaily星球日报43 min fa

Century-Old Interlocking Director Law Revived, a16z Faces Antitrust Investigation

The US Department of Justice has reportedly launched an antitrust investigation into venture capital firm Andreessen Horowitz (a16z). The probe focuses on whether a16z's investment partners have improperly held board seats at competing artificial intelligence companies, specifically Databricks Inc. and Fivetran Inc. a16z co-founder Ben Horowitz sits on Databricks' board, while partner Martin Casado is a board member at Fivetran. Both companies are direct competitors in the business of collecting, organizing, and analyzing large-scale enterprise data. The investigation has run parallel to the DOJ's review of Fivetran's acquisition of a similar company, dbt Labs, which was completed last year and ultimately approved. A potential resolution could require the a16z partners to resign from one of the competing boards, a common remedy in similar cases during the Biden administration. The probe highlights the enforcement of a 1914 law against "interlocking directorates," where individuals or entities serve on the boards of rival firms. This case is notable as the alleged conflict involves multiple partners from the same firm, rather than a single individual. a16z, managing $90 billion in assets, is a major political donor and has significant influence in AI policy. The investigation's outcome remains uncertain, and the DOJ may ultimately take no action.

marsbit1 h fa

Century-Old Interlocking Director Law Revived, a16z Faces Antitrust Investigation

marsbit1 h fa

Token Economy Surges, Have Ordinary People Got a Slice of the Pie?

Token Frenzy: Is the Average Person Getting a Piece of the Pie? As AI adoption soars in China, daily Token consumption—the basic unit for AI text processing—has skyrocketed, exceeding 140 trillion. This "Token economy" is often measured like GDP, touted as a sign of progress. However, this metric primarily reflects supply-side activities: corporate investment, infrastructure scaling, and platform revenues. The crucial question of whether this growth translates into tangible benefits for ordinary citizens—higher wages, better jobs, improved public services, or increased leisure—remains largely unanswered. The article argues there's a fundamental mismatch. Policy, exemplified by subsidies in Beijing's Yizhuang district, often stimulates "demand" by incentivizing companies to consume more Tokens (an intermediate business cost), rather than by boosting household income or final consumer spending. This creates a closed loop where growth in Token usage justifies further production capacity expansion, without necessarily extending value to the broader population. Several disconnects are highlighted. High Token usage doesn't equal completed tasks, increased profits, or macroeconomic productivity gains. Even when corporate efficiency improves, the benefits may not trickle down due to existing economic structures favoring investment over household consumption. The risk is that AI, a genuinely productive technology, becomes another tool for supply-side expansion within a system adept at measuring output (like server capacity and call volumes) but less focused on distributing the gains widely. Drawing a parallel to Henry Ford's assembly line, the piece notes that Ford's revolution combined ruthless production efficiency with a social compact (higher wages, stability) that enabled mass consumption. Today's "Token economy" narrative enthusiastically champions the first part—process re-engineering and cost reduction—but lacks a credible mechanism for the second: ensuring that productivity gains lead to broader societal welfare. The ultimate challenge is not whether Tokens have value, but whether their economic benefits can escape a system that excels at building supply but struggles to cultivate its own demand.

marsbit1 h fa

Token Economy Surges, Have Ordinary People Got a Slice of the Pie?

marsbit1 h fa

Overnight Global Shock: Why Did AI Stocks Plunge Across the Board?

Overnight, U.S. AI-related stocks fell sharply, with the Nasdaq down 1.33% and the Philadelphia Semiconductor Index plunging nearly 5%. Panic spread globally, dragging down Asia-Pacific markets. Key negative drivers included: 1. **Geopolitical Tension & Macro Pressure:** Escalating U.S.-Iran tensions pushed oil prices higher, fueling inflation fears and expectations of prolonged high interest rates. Rising bond yields pressured high-valuation, capital-intensive AI stocks, especially as soaring AI infrastructure financing costs became evident. 2. **AI Commercialization Concerns:** OpenAI's Q2 results showed slowing revenue growth and widening losses, dampening market optimism about near-term AI application profitability. This shifted investor focus from pure capital expenditure narratives to actual commercial returns. 3. **Supply Chain Uncertainty:** U.S.-South Korea semiconductor investment disputes intensified. Market fears that Korean memory giants (Samsung, SK Hynix) face a dilemma—either divert capital to costly U.S. production or risk trade barriers—disrupted the critical HBM memory sector, amplifying sell-offs via leveraged ETFs. While long-term AI demand remains, the market is now scrutinizing real profitability, financing costs, and supply chain stability rather than paying premiums for unchecked growth stories. For markets like China's A-shares, the impact is primarily sentiment-driven, requiring distinction between short-term panic and fundamental deterioration.

marsbit1 h fa

Overnight Global Shock: Why Did AI Stocks Plunge Across the Board?

marsbit1 h fa

Trading

Spot
活动图片