加密早报：特朗普将发布多国贸易相关事宜，Grayscale 公布 Q2 多资产基金占比权重

深潮2025-07-09 tarihinde yayınlandı2025-07-09 tarihinde güncellendi

京东、渣打、蚂蚁等多家企业筹备申请香港稳定币牌照。

作者：深潮 TechFlow

昨日市场动态

特朗普：明日上午（美东时间）将发布至少7个国家的贸易有关事宜

据金十数据报道，特朗普于 Truth Social 发文表示，明天上午（美东时间）将发布至少 7 个国家的贸易有关事宜，下午将发布另外一些国家。同时，其表示可能会在两天内向欧盟发送一封函件，披露对欧盟出口至美国商品所适用的关税税率。

此外，美国商务部长卢特尼克表示，许多国家已提出开放其市场的提议，其预计未来两天将发出 15 到 20 封贸易函件。

特朗普：关税将于2025年8月1日开始征收，不给予任何延期

据金十数据报道，特朗普表示关税将于2025年8月1日开始征收。截止日期不会有变化，不给予任何延期。

外媒：马斯克确认曝光“爱泼斯坦案”文件将成为“美国党”优先事项

据金十数据援引外媒报道，马斯克再就“爱泼斯坦案”抨击美国总统特朗普，并确认他新成立的政党“美国党”将把曝光“爱泼斯坦案”文件作为优先事项。

马斯克8日发帖称，“如果特朗普不公布爱泼斯坦相关文件，怎么能指望人们对他有信心？”一名用户在询问，曝光这些文件是否会成为“美国党”的优先事项，马斯克用一个“100%”的表情符号予以肯定回应。

Robinhood因股票代币化计划与欧洲监管机构展开对话

据 The Block 报道，Robinhood Markets正与欧洲多家监管机构进行磋商，讨论其最新推出的股票代币化计划。该公司于6月30日宣布向符合条件的欧洲用户提供OpenAI和SpaceX的区块链"股票代币"，并计划今年晚些时候提供超过200支美国股票的代币化版本。Robinhood CEO Vlad Tenev回应称，这些代币实际上是衍生品，旨在为散户投资者提供市场敞口，而非实际股权。尽管面临审查，链上数据显示Robinhood已在Arbitrum Layer 2网络上发行约215个股票代币，并继续测试相关合约。

京东、渣打、蚂蚁等多家企业筹备申请香港稳定币牌照

据第一财经报道，目前已有40多家企业准备申请，包括京东币链、渣打-安拟-HKT联合体、圆币创新以及蚂蚁国际等，但预计最终发放牌照仅为个位数，竞争异常激烈。业内人士指出，申请机构主要为中国大型金融机构和互联网公司，部分企业已开始积极招聘区块链人才。专家认为，虽然稳定币可提高跨境支付便利性，但其实际成本接近1%，对国际货币体系的颠覆性影响被夸大。

OpenSea收购Rally钱包，加强移动端和代币交易能力

据 The Block 报道，NFT交易平台OpenSea今日宣布收购Rally公司，该公司开发了Rally钱包和移动优先的web3应用体验。此次收购旨在强化OpenSea在代币交易领域的布局，目前该平台已支持跨19条区块链的代币交易功能。

调查：义乌大多数商户表示并未听说过稳定币，仅个别商户接受稳定币收款

据 21 世纪经济报道实地调查，义乌国际商贸城稳定币使用情况远不及市场传言规模。记者走访发现，大多数商户表示不了解稳定币，仅有个别商户支持稳定币收款，还有商户对其合规性、成本等提出质疑。

此前有市场消息称，义乌有"超 3000 家商户使用 USDT 等稳定币收款，月流水破 10 亿美元"。

特朗普旗下Truth Social提交S-1注册声明，申请加密货币蓝筹 ETF

据官方文件显示，Truth Social Crypto Blue Chip ETF, B.T.于2025年7月8日向美国证券交易委员会(SEC)提交S-1注册声明，申请注册加密货币ETF产品。该公司总部位于新泽西州Mountainside，在内华达州注册成立，财政年度截止日为9月30日。提交的文件包含多个附件，包括公司章程、协议文本及费用明细等。

Grayscale宣布第二季度多资产基金占比权重

Grayscale Investments®宣布对旗下多资产基金进行2025年第二季度重新平衡。DeFi基金新增Ondo (ONDO)，目前最大权重为Uniswap (34.01%)和Aave (30.74%)；智能合约基金移除Polkadot，新增Hedera，以太坊和Solana分别占比30.22%和29.87%；AI基金维持原有资产但调整权重，Bittensor和NEAR Protocol分别占比29.10%和28.41%。

Grayscale表示，这些基金不产生收入，且会定期分配基金组件以支付持续费用，因此基金份额所代表的资产组件数量将随时间逐渐减少。

纳斯达克上市公司BioSig筹集11亿美元推动商品市场链上化

据The Block报道，纳斯达克上市医疗技术公司BioSig Technologies (BSGM)周一宣布，与一家未披露的机构投资者达成总额高达11亿美元的融资协议，用于推动商品市场链上化计划。此次融资包括1亿美元的高级担保可转换债券和10亿美元的股权信用额度。该融资紧随BioSig与巴哈马公司Streamex Exchange Corporation完成合并后进行，标志着公司向真实世界资产代币化方向的战略转型。BioSig CEO兼Streamex联合创始人Henry McPhie表示，公司使命是为价值142万亿美元的商品市场提供流动性、透明度和可访问性。

KULR科技集团获Coinbase 2000万美元信贷额度，加速比特币积累

据官方公告，KULR科技集团(NYSE American: KULR)今日宣布与Coinbase Credit, Inc.达成2000万美元信用额度协议，将用于支持其战略性比特币积累计划。这是KULR首个以比特币为抵押的信贷工具，提供了非稀释性资本并具有竞争性融资利率。自2024年底以来，KULR已将比特币纳入其财务战略核心，承诺将高达90%的剩余现金用于比特币收购。

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