火星早报 | Tether和Circle过去一个月累计铸造价值120亿美元稳定币

marsbitОпубликовано 2025-09-04Обновлено 2025-09-05

 USDT

Tether和Circle过去一个月累计铸造价值120亿美元稳定币

火星财经消息,9 月 5 日,据 Lookonchain 监测,Tether 36 分钟前再次铸造 20 亿枚 USDT。在过去的一个月里,Tether 和 Circle 已经铸造价值 120 亿美元稳定币。

Figma公布第二季度财报:持有约9080万美元比特币现货ETF

火星财经消息,9 月 5 日,美国设计软件开发商 Figma 公布第二季度财报,整体营收约为 2.496 亿美元,实现同比增长 41%。截至 6 月 30 日持有约 16 亿美元的现金、现金等价物和可出售证券,其中包括 9,080 万美元的比特币现货 ETF。

俄罗斯财政部:建议下调加密交易试点准入门槛,扩大参与者

火星财经消息,据 Cryptonews 援引俄媒 RBC、Interfax 报道,俄财政部金融政策司司长 Alexey Yakovlev 表示,拟降低取得“特别合格”投资者资格的门槛,以扩大在央行“实验性法律制度”(ELR)框架下参与有组织加密货币交易的主体。

今年3月,俄央行提出为期三年的试点,仅向“特别合格”投资者开放。现行标准为持有证券与存款合计≥1亿卢布(约123.16万美元),或上一年收入≥5000万卢布(约61.58万美元);具体下调幅度未披露,目标是在风险可控前提下提升可及性。

数据:某以太坊 IC0 参与者在沉寂 8 年后将 15 万枚 ETH 质押至 ETH2,约合 6.56 亿美元

火星财经消息,据 Onchain Lens 监测,一名以太坊 IC0 参与者在沉寂 8 年后将 15 万枚 ETH(价值约 6.56 亿美元)质押至 ETH2,该参与者曾在 IC0 期间获得 30 万枚 ETH,当时总价值 93,300 美元

特朗普政府提交新论据,寻求法院支持罢免美联储理事库克

火星财经消息,据金十数据报道,美国司法部就美国总统特朗普为何应被允许罢免美联储理事莉萨·库克提出新论据,称后者关于“降息借口”的说法毫无根据。库克被指控涉嫌抵押贷款欺诈,目前正对免职决定提出质疑。

周四,美国政府律师再次敦促法官驳回库克在诉讼期间禁止将其免职的请求,强化了上周听证会的论点。此次提交法律文件前数小时,有报道称司法部已对库克展开刑事调查。美国政府主张,由联邦住房金融局局长普尔特首次提出的欺诈指控,根据美国法律已构成特朗普解雇她的充分“理由”。

司法部在周四文件中强调,法官不得“质疑”特朗普关于具备解雇理由的判断,并再次驳斥其所谓解雇实为掌控美联储并降息的借口。“她唯一的‘证据’是总统曾批评美联储的政策,”文件称,“但仅存在政策分歧并不意味着总统因此解雇库克。”

分析:REX-Osprey有望下周推出DOGE现货ETF,其SOL质押ETF曾率先上市

火星财经消息,9 月 5 日,彭博 ETF 分析师 Eric Balchunas 周四表示:「REX 有望下周通过《1940 年投资公司法》推出 DOGE 现货 ETF。值得注意的是,其招股说明书中还包括 TRUMP、XRP 和 BONK,因此这些 ETF 也可能在未来推出,我们拭目以待。」《1940 年投资公司法》是美国联邦法律,允许 ETF 可能在其他司法管辖区(如开曼群岛)设立子公司,使 ETF 能够在不违反母基金直接规则的情况下获得这些资产投资敞口。 REX-Osprey 于周三向美国证券交易委员会(SEC)提交了 REX-Osprey DOGE ETF 的招股说明书,正如今年夏天早些时候 REX-Osprey 率先推出 Solana Staking ETF,其首支 DOGE 现货 ETF 或也将率先上市。与此同时,在等待 SEC 审查的 90 多个加密相关 ETF 提案中,Grayscale 和 Bitwise 也表示将推出 DOGE 现货 ETF。

斯图加特证券交易所推出泛欧代币化资产结算平台 Seturion

火星财经消息,据 Cointelegraph 报道,欧洲第六大交易所运营商——斯图加特证券交易所集团(Boerse Stuttgart Group)推出了一款基于区块链的结算平台 Seturion,旨在处理整个欧洲地区代币化资产的跨境交易。该平台面向银行、经纪商、交易场所和代币化平台。该系统同时支持公有链和私有链,结算可使用央行货币或链上现金。当地银行已在与欧洲央行(ECB)开展的区块链试验中对其进行了测试。该集团表示,其自有交易所将率先接入该平台,目前,位于瑞士、受斯图加特证券交易所监管的 DLT 交易场所 BX Digital 已启用该解决方案。其他市场参与者需经监管部门批准方可接入。

美 SEC 推迟对 21SHARES 现货 SUI ETF 的审批决定

火星财经消息,美国证券交易委员会(SEC)推迟对 21SHARES 现货 SUI ETF 的审批决定

英国监管机构起草新的反洗钱规则,涵盖强化加密货币公司监管

火星财经消息,9 月 5 日,据 Decrypt 报道,本周英国财政部发布了当前反洗钱法规修订建议草案,对加密货币企业提出更严格的要求。金融行为监管局将对公司控制人实施范围更广的「适当人选」测试,取代现行的实益拥有人测试,以确保监管能够覆盖复杂的所有权结构,其他条款将把控制权变更通知的门槛从 25% 降至 10%,这意味着任何收购 10% 及以上股权或具有重大影响力的各方,都必须通知英国金融行为监管局。英国财政部正就草案征集反馈意见,截止日期为 9 月 30 日,之后将于 2026 年初敲定法规,提交议会审议。

Justin Sun地址遭WLFI拉黑前曾转出5000万枚WLFI,剩余持仓5.45亿枚价值1.023亿美元

火星财经消息,9 月 5 日,据 Arkham 数据,Justin Sun 相关地址当前共计持有 5.45 亿枚 WLFI,价值 1.023 亿美元,最近一笔转账为 14 小时前转出 5000 万枚 WLFI,目标地址未显示链上标记。今晨 World Liberty 将 Justin Sun 地址列入黑名单,锁定了 5.4 亿枚已解锁代币和 24 亿枚锁仓代币。Justin Sun 回应此事时表示,「我们的地址只是笼统地做了几笔交易平台充值测试,金额非常低,然后做了一个地址分散,没有涉及任何买卖,不可能对市场产生任何影响。」 据 行情信息,今晨「WLFI 将 Justin Sun 地址列入黑名单」事件后,WLFI 已小幅反弹至 0.189 美元,市值暂报 46.5 亿美元,24 小时跌幅收窄至 13.8%。 Justin Sun 一直是 World Liberty 和 TRUMP 代币的最大支持者之一,被任命为 World Liberty 顾问,并购买了价值 7500 万美元的 WLFI 代币,此前还承诺购买价值 1 亿美元的 TRUMP 代币。作为 TRUMP 代币的最大持有者之一,Justin Sun 今年早些时候出席了特朗普总统晚宴。

Tether CEO:凌晨的 20 亿枚 USDT 铸造并非增发,系链间互换

火星财经消息,针对 “7小时前 Tether Treasury 在以太坊新增铸造 20 枚 USDT” 的交易,Tether 首席执行官 Paolo Ardoino 解释称,币安已将 Tron 上的 20 亿枚 USDT 兑换为以太坊链上的 20 亿枚 USDT

特朗普签署行政命令,正式实施美日贸易协议

火星财经消息,9 月 5 日,美国白宫表示,美国总统特朗普签署行政命令,正式实施美日贸易协议。根据美日贸易协议,美国将对几乎所有日本进口产品征收 15% 的基准关税,同时对汽车及汽车零部件、航空航天产品、仿制药以及美国本土无法自然获得或生产的自然资源实施单独的行业特定待遇。

日本政府将致力于加快实施大米「最低准入」计划,将美国大米采购量增加 75%,并采购包括玉米、大豆、化肥、生物乙醇(包括用于可持续航空燃料的生物乙醇)以及其他美国产品在内的美国农产品,总额达每年 80 亿美元。

日本政府还致力于允许在日本销售美国制造并获得美国安全认证的乘用车,且无需额外测试。此外,日本还将采购美国制造的商用飞机以及美国国防设备。

Похожее

Bankless Co-founder: Why I Sold All My ETH

Author David Hoffman, founder of Bankless, explains his decision to sell all his ETH, despite being a prominent figure in the Ethereum ecosystem. He clarifies that his move is not a bearish take on Ethereum itself, which he remains highly optimistic about as a network. His core argument is that the "ETH is money" thesis, which he helped popularize, has largely played out. Hoffman argues that ETH has achieved the market valuation it deserves based on Ethereum's current success and competitive position. He details several reasons for this view. First, the path for ETH to become global money required nearly flawless execution and sustained dominance across Ethereum's entire technical and social stack—a coordination challenge he now believes had a narrower window for success than anticipated. Second, market data shows a strong correlation between L1 chain activity/fees and the price of its native asset; Ethereum's fee dominance has been challenged by competitors like Solana. Third, the "strong version" of crypto (decentralized, native crypto economies) that ETH's monetary thesis relied upon has struggled to maintain a positive mainstream narrative and stable adoption beyond a brief period. Finally, Ethereum's architecture as a "giver"—providing secure block space and tokenization capabilities at cost to L2s and applications—means it doesn't capture premium value directly. Its rollup-centric roadmap further directs most profits to L2s and applications ("fat app theory"). In conclusion, Hoffman believes the opportunity for ETH to be revalued significantly upward as money has diminished. He sold not because ETH will fail, but because its monetary thesis has matured, and he seeks to allocate capital to other opportunities he finds more compelling.

链捕手55 мин. назад

Bankless Co-founder: Why I Sold All My ETH

链捕手55 мин. назад

From Issuer to Infrastructure Owner: Circle's Arc Strategy and the Fatal Gap in the GENIUS Act

Circle raised $222 million for its proprietary Layer-1 blockchain, Arc, positioning itself not just as a stablecoin issuer but as the owner of the settlement infrastructure USDC relies on. This move, backed by investors like BlackRock and Apollo, highlights a significant structural conflict unaddressed by the GENIUS Act of 2025. While the act focuses on stablecoin reserves and issuer oversight, it remains silent on the market structure implications of an issuer controlling the underlying network—a scenario akin to a currency issuer also owning the payment rails. Traditionally, financial regulations separate issuers from settlement infrastructure to ensure neutrality. With Arc, Circle gains control over transaction ordering, fees, and network rules, potentially favoring USDC over competitors. The article argues that this creates a permanent structural temptation, even if no abuse occurs. The solution lies in applying established market infrastructure principles: mandating neutral transaction ordering, transparent fee schedules, and governance separated from Circle’s commercial interests. The current pre-mainnet phase offers a critical window for regulators to establish these rules before Arc becomes entrenched. Once operational, enforcing changes would be costly and disruptive. The core question remains: should a regulated stablecoin issuer be allowed to own the settlement network its competitors must use? The GENIUS Act doesn’t answer this, but Circle’s Arc strategy makes it urgent.

marsbit1 ч. назад

From Issuer to Infrastructure Owner: Circle's Arc Strategy and the Fatal Gap in the GENIUS Act

marsbit1 ч. назад

What Are the Key Variables Determining the AI Bull Market?

Title: What Determines the AI Bull Market? Key Variables Revealed Despite rising oil prices above $100/barrel, persistent inflation, and fragile Fed rate cut expectations—a traditionally hostile environment for high-valuation tech stocks—the AI sector continues to drive the market to new highs. According to analysts, the current AI boom is in a phase of "rational fervor": while bubbles exist, they are not yet out of control. The crucial shift is the emergence of Agentic AI, which is evolving from an assisting tool (Copilot) to an autonomous execution tool (Autopilot), creating a clearer commercial path from investment to revenue. This shift accelerates Token consumption and inference computing demand while boosting revenue forecasts for leading firms. The market is now rewarding capital expenditure as it transforms from a burden into a competitive moat, supporting hardware chains like GPUs, optical modules, and storage. However, valuations have already priced in growth expectations for 2027-2028. The forward P/E ratio for the "Magnificent Seven" tech giants is about 35x, compared to 25x for the rest of the S&P 500. This premium implies AI adoption must occur 5 to 8 times faster than past technological revolutions—a scenario with little room for error. The sustainability of the AI bull market hinges on three key variables: 1. **Short-term liquidity shocks**: Risks include sustained high oil prices, resurgent inflation, rising interest rates, and potential unwinding of the yen carry trade. The critical question is whether the upward revision speed of Annual Recurring Revenue (ARR) can outpace the rise in interest rates. 2. **Mid-term industry realization**: Can the actual pace of AI adoption and commercialization match the current lofty valuations? Historically, general-purpose technology revolutions follow a non-linear path with periods of acceleration and deceleration. 3. **Long-term structural constraints**: These include energy and power grid limitations, employment displacement and consumer purchasing power, social acceptance and potential backlash, and potential hardware technology breakthroughs that could disrupt current supply chains. While the long-term prospects for AI remain optimistic with potential for significant productivity gains, the stock market's pricing depends not just on the vision but on the actual speed of realization amid these growing constraints. The direction is clear, but the pace of execution will determine whether the bubble remains controlled or spirals out of control.

marsbit1 ч. назад

What Are the Key Variables Determining the AI Bull Market?

marsbit1 ч. назад

Торговля

Спот
Фьючерсы
活动图片