Bitwise首席信息官Matt Hougan表示，在巨大的行业情绪转变中，加密货币“我们还不够强势”

币界网Publicado em 2024-07-31Última atualização em 2024-07-31

币界网报道：

加密资产管理公司Bitwise的首席投资官表示，加密货币已经发生了翻天覆地的变化，增加了上涨的可能性。

在一篇新的博客文章中，Bitwise首席信息官Matt Hougan表示，随着蓝筹股和政府对数字资产的兴趣增加，数字行业“还不够乐观”。

根据Hougan的说法，国会通过明确的加密货币指导方针，华尔街参与者更大规模地接受加密货币的想法不再是幻想。

“作为加密货币投资者，我们花了很多时间关注下行风险。我们都敏锐地意识到，在任何时候，都可能发生一件事，导致价格大幅下跌。人们说比特币‘可能归零’是很常见的。我认为我们必须接受，现在上行风险是相等的。

我们明天醒来，会发现一个G20国家已经将比特币添加到其资产负债表中，希望领先于美国吗。？随着两党支持的加强，美国能否比预期更快地通过全面的加密立法？华尔街能否以比大多数人预期的更大的规模大规模拥抱加密货币？（就在今天，高盛首席执行官David Solomon告诉CNBC，比特币可能是一种价值储存手段）。

一年前，这些想法都是白日梦。但在我上周目睹之后，他们看起来更有可能。”

本周早些时候，怀俄明州共和党参议员Cynthia Lummis提议美国政府积累比特币总供应量的5%作为储备资产，以加强美元。

霍根表示，美国政府对比特币（BTC）的政策转变表明，华盛顿对数字资产的看法已经发生了变化。

“无论如何，事实仍然存在：华盛顿对加密货币的可能性已经发生了变化。一年前，美国证券交易委员会起诉Coinbase经营非法证券交易所。

现在，美国司法部正在与Coinbase合作，以确保其加密货币的安全——我们正在谈论美国将比特币作为储备资产。”

不要错过任何节拍-订阅以直接将电子邮件提醒发送到您的收件箱

检查价格操作

在X、Facebook和Telegram上关注我们

冲浪每日Hodl混合

生成的图像：Midjourney

Leituras Relacionadas

Only a 50% Chance of Passing This Year, Can the CLARITY Bill Succeed Before the Midterm Elections?

The CLARITY Act, which passed the House in July 2025 with strong bipartisan support (294-134), faces a critical juncture in the Senate. The Senate Banking Committee is expected to hold a markup soon, but key issues remain unresolved, including stablecoin yield provisions, DeFi regulations, and securing full Republican committee support. Other contentious points involve the Blockchain Regulatory Certainty Act (BRCA), ethics amendments for government officials, and SEC-related matters. The legislative calendar is tight, with limited time before the midterm elections. If the committee markup is delayed beyond mid-May, the chances of passage in 2026 drop significantly. Senator Cynthia Lummis has warned that failure this year could delay comprehensive crypto market structure legislation until 2030 or later. Galaxy estimates the probability of the CLARITY Act becoming law in 2026 is only about 50%. The bill provides crucial regulatory clarity by defining jurisdictional boundaries between the SEC and CFTC, establishing a path for decentralization, and bringing digital commodity intermediaries under federal regulation. Its passage is seen as vital before potential power shifts in the next Congress, which could bring less favorable leadership to key committees. The timeline is compressed, and the bill must compete for floor time with other priorities like Iran authorization and DHS appropriations. Key hurdles include finalizing the stablecoin yield compromise text, addressing law enforcement concerns about BRCA, and navigating political dynamics around SEC nominations. The outcome of the Banking Committee markup and the level of bipartisan support will be critical indicators of its future success.

marsbitHá 39m

Only a 50% Chance of Passing This Year, Can the CLARITY Bill Succeed Before the Midterm Elections?

marsbitHá 39m

Dialogue with Xinhuo Chief Economist Fu Peng: Macro Bear Market Expected to End This Year, Prioritize Allocation to Value Assets

Fu Peng, Chief Economist at New Huo Group, discusses the integration of crypto assets into traditional finance, marking a shift from a speculative phase to institutionalization. He highlights the current era as the second major fusion of finance and technology, driven by AI, data, and computing power, with crypto assets becoming part of the FICC+C (Fixed Income, Currencies, Commodities + Crypto) framework. Regulatory clarity in the U.S., such as the GENIUS and Clarity Acts, has paved the way for institutional adoption by defining digital assets as financial instruments. Fu views RWA (Real World Assets) as a tool for asset tokenization rather than a standalone asset class, noting that financial innovation differs between Eastern and Western markets due to cultural approaches to risk and regulation. He emphasizes that stablecoins are essential for future finance, but Asian markets, including Hong Kong, will adopt them cautiously. Macro liquidity now significantly influences crypto markets, as institutional participation increases correlation with traditional assets. Fu suggests the macro-driven bear market may end by year-end, reducing the relevance of Bitcoin’s four-year cycle. For asset allocation, he recommends value-oriented AI stocks for stability, Bitcoin for moderate certainty, and Ethereum for higher volatility.

marsbitHá 47m

Dialogue with Xinhuo Chief Economist Fu Peng: Macro Bear Market Expected to End This Year, Prioritize Allocation to Value Assets

marsbitHá 47m

Only a 50% Chance of Passing This Year, Can the CLARITY Bill Succeed Before the Midterm Elections?

The CLARITY Act, which passed the U.S. House in July 2025 with strong bipartisan support (294-134), faces a critical juncture in the Senate. The Senate Banking Committee is expected to hold a markup soon, but key issues remain unresolved, including stablecoin yield provisions, DeFi regulations, and securing full Republican committee support. Additional challenges involve the Blockchain Regulatory Certainty Act (BRCA), ethics amendments for government officials, and SEC-related concerns. Galaxy estimates only a 50% chance of the bill becoming law in 2026. The tight legislative calendar, competing priorities like Iran military authorization and DHS appropriations, and the impending midterm elections create significant time pressure. If the bill is not passed before the new Congress convenes in 2027, comprehensive crypto market structure legislation could be delayed until 2030 or later, especially if leadership changes result in less favorable committee chairs. The act provides crucial regulatory clarity by defining the jurisdictional boundaries between the SEC and CFTC, establishing a path for decentralized networks to be classified as non-securities, and bringing digital commodity intermediaries under federal regulation. The outcome of ongoing Senate negotiations, particularly the release of revised text on stablecoin yields, will be a key indicator of its future prospects.

Odaily星球日报Há 49m

Only a 50% Chance of Passing This Year, Can the CLARITY Bill Succeed Before the Midterm Elections?

Odaily星球日报Há 49m

Four-Dimensional Resonance: Hong Kong Web3 Carnival Sub-Forum Co-Creates Blueprint for Global Financial New Infrastructure

The "Four-Dimensional Resonance: 2026 Global Financial New Infrastructure" forum, a core event of the Hong Kong Web3 Festival, was successfully held at the Hong Kong Convention and Exhibition Centre. Co-hosted by Web3Labs and DeShang Singularity Tech, with joint support from Bitroot, Injective, Microsoft, and Z Oracle, the event gathered policymakers, industry leaders, and investors to explore the integration and innovation of global financial infrastructure, focusing on RWA, AI, DeFi, and compliant payments. Policy speakers, including Hong Kong Legislative Council Member Mr. Wu Jiezhuang, South Korean National Assembly Member Mr. Min Byung-duk, and ACED Chairman Mr. Yun Seok-hun, emphasized the importance of cross-border regulatory collaboration and an open policy environment for fintech innovation. Web3Labs CEO Caspar and DeShang Singularity Tech CEO Chang Shuai highlighted Hong Kong’s role as a financial innovation center and the approaching "singularity moment" for global financial infrastructure. Technical insights were shared by MagnetX, Bitroot, Microsoft, and Injective on topics including AI Agent economies, the evolution of public blockchains, and AI’s transformative role in finance. Key partnerships and initiatives were launched: - GWDC 2026 Korea collaboration between Hong Kong and South Korea. - A strategic agreement between Web3Labs and Microsoft. - The launch of a public anti-fraud alliance by Z Oracle and partners. - The "Injective Rising Star" program to support AI and Web3 projects. Panel discussions delved into AI-driven smart payments, compliant cross-border transactions, and the fusion of RWA and DeFi. Participants agreed that integrating RWA with DeFi is crucial for the next stage of financial infrastructure, enabling a shift from physical to digital finance. The forum underscored Hong Kong’s pivotal role in advancing a globalized and sustainable Asian fintech ecosystem.

marsbitHá 58m

Four-Dimensional Resonance: Hong Kong Web3 Carnival Sub-Forum Co-Creates Blueprint for Global Financial New Infrastructure

marsbitHá 58m

Without Strategy's Buying, Can Bitcoin Still Rise?

The article analyzes Bitcoin's recent price action, questioning whether its rally can continue without significant buying from MicroStrategy" (referred to as "Strategy" in the text). It posits that MicroStrategy has been the dominant marginal buyer of BTC, with its massive $2.54 billion purchase of 34,164 BTC last week providing crucial price support. The key observation is that nearly all recent BTC gains have occurred during US trading hours, coinciding with this buying pressure. The piece highlights a pattern from March: after MicroStrategy’s buying spree preceding its $STRC preferred stock’s ex-dividend date, its purchases abruptly halted for two weeks following, and BTC’s price subsequently fell. The critical question is whether April cycle will repeat this "post-ex-dividend slump" or break the pattern, as BTC has so far held near $77.5k. The upcoming 8-K filing (due by April 27th) is deemed crucial. It will reveal if MicroStrategy continued buying BTC after the ex-dividend window closed. If buying remains substantial, it would be a strong bullish signal for continued price support. If not, BTC may face a downturn without its largest visible buyer. The article concludes that while MicroStrategy’s current activity is bullish, its high 11.5% dividend yield poses a long-term risk if capital markets tighten.

marsbitHá 58m

Without Strategy's Buying, Can Bitcoin Still Rise?

marsbitHá 58m

Trading

Spot
Futuros
活动图片

Categorias popularesright-arrow

Etiquetas Popularesright-arrow