# USD的所有文章

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President Donald Trump Clearly Draws 'Red Line' for China and Bitcoin (BTC)! Here's His Critical Message

US President Donald Trump, known for his support of the cryptocurrency market, made notable statements regarding the crypto market and Bitcoin. He asserted that the US must maintain its leadership in the cryptocurrency sector and should not allow China to dominate it. In an interview, Trump highlighted the technological competition with China, emphasizing that the cryptocurrency market is a key area of this race. He stated, "We do not want China to seize the crypto market. I also don't want China to win in artificial intelligence. We cannot let China overtake us in this area." Trump also noted that the US is currently ahead of China in AI and must preserve this advantage. Furthermore, Trump commented on Bitcoin's growing use in everyday payments, remarking, "I see more and more people paying with Bitcoin; they don't even know what cash is." He added that Bitcoin and cryptocurrencies reduce pressure on the US dollar, and their increasing adoption is viewed positively for the country.

cryptonews.ru10 小時前

President Donald Trump Clearly Draws 'Red Line' for China and Bitcoin (BTC)! Here's His Critical Message

cryptonews.ru10 小時前

LATEST NEWS: US Non-Farm Payrolls and Unemployment Rate Data Released! What Was Bitcoin's (BTC) Initial Reaction?

Global markets and Bitcoin investors are focused on key U.S. employment data, as it influences Federal Reserve monetary policy. Strong job figures could signal economic resilience, supporting expectations of sustained high interest rates or tighter policy. This scenario typically strengthens the dollar and bond yields while pressuring risk assets like Bitcoin. The latest data for July has been released. Non-farm payrolls came in at -23k, significantly missing the expected 85k and the previous 57k. The unemployment rate was reported at 4.1%, slightly better than the expected and prior 4.2%. Following the release, Bitcoin's price showed a reaction (as depicted in an accompanying chart). This analysis is not an investment recommendation.

cryptonews.ru13 小時前

LATEST NEWS: US Non-Farm Payrolls and Unemployment Rate Data Released! What Was Bitcoin's (BTC) Initial Reaction?

cryptonews.ru13 小時前

Record Fear and Loss-Making Sales: Retail Investors Capitulate Amid Coldcard Exploit

Retail investors are capitulating amid record fear and loss-making sales following the Coldcard hardware wallet firmware exploit. On August 1st, short-term holders transferred over 32,000 BTC to exchanges at a loss, marking one of the largest waves of capitulation in the past month. Meanwhile, analysts note Bitcoin's unusually weak reaction to a strengthening US dollar, performing worse than in almost any previous period of dollar strength since 2015. The July rally was reportedly driven by demand outside the United States, as the Coinbase Premium—indicating US spot demand—remained negative for a record over 60 days. Analysts view this situation as unstable until US demand returns. Daily exchange deposits of less than 10 BTC surged to 7,300 BTC, the highest since February 6th, likely linked to the Coldcard exploit causing users to seek safer storage. The event has triggered unprecedented negative sentiment, with the ratio of positive to negative Bitcoin comments on social media hitting a record low of 0.58. This exploit has uniquely shaken confidence by targeting cold wallets, previously considered the most secure storage method. Despite Bitcoin closing July up 7.36%, the market faces significant fear and uncertainty.

cryptonews.ru08/03 11:57

Record Fear and Loss-Making Sales: Retail Investors Capitulate Amid Coldcard Exploit

cryptonews.ru08/03 11:57

The Artificial Intelligence Economy Could Accelerate the Establishment of Dominance for Dollar-Pegged Stablecoins

Economists from the ASEAN+3 Macroeconomic Research Office (AMRO) suggest that the winner in the artificial intelligence (AI) race may not be the country developing the most powerful AI model, but the one whose currency underpins these models and their infrastructure. Their thesis outlines a potential cycle where AI-related costs—such as energy for data centers, infrastructure, and usage fees—are denominated in U.S. dollars. As AI grows into a massive industry, this could significantly increase global demand for U.S. dollar liquidity (first channel of dollar dominance). A second channel involves the currency used for payments between AI agents, expected to become widespread in logistics, inventory, and treasury management. Dollar-pegged stablecoins could provide the programmable settlements required for such agent commerce. These two channels may converge, creating a self-reinforcing "dollar loop" where AI computational payments are settled in stablecoins. Stablecoins could gain an early advantage over alternatives like CBDCs due to existing network effects, further entrenching dollar dominance. This would also boost demand for U.S. Treasury bonds used as collateral for stablecoin reserves. The report warns ASEAN+3 nations of over-reliance on this dollar loop and suggests developing regional data centers and tokenized money based on local currencies to participate in the AI economy without reinforcing dollar dependency.

cryptonews.ru07/31 09:24

The Artificial Intelligence Economy Could Accelerate the Establishment of Dominance for Dollar-Pegged Stablecoins

cryptonews.ru07/31 09:24

Mento Brings Its FX Protocol to Polygon

The Mento Protocol, a decentralized foreign exchange (FX) infrastructure, has launched on the Polygon network. This deployment introduces Mento's stablecoin markets to Polygon's ecosystem, starting with a USDm/EURm trading pool. The integration aims to provide predictable onchain FX liquidity between USD and non-USD stablecoins, addressing a key need as stablecoin activity expands beyond dollar-denominated assets. The launch is supported by day-one liquidity partner Capa. Additionally, Mento is adding EURØP, a MiCA-regulated euro stablecoin from Schuman Financial, as a reserve asset for its EURm token. Mento's Fixed Price Market Maker (FPMM) design uses trusted price oracles to offer predictable, reference-rate pricing similar to traditional FX markets. Executives from Mento Labs, Polygon Labs, and Capa emphasized that this FX infrastructure is critical for enabling reliable, large-scale payments using non-USD stablecoins, which are already gaining significant traction on Polygon. The move represents Mento's expansion beyond the Celo and Monad networks.

TheNewsCrypto07/27 15:21

TheNewsCrypto07/27 15:21

Bitcoin Rebounds to $64k as Fed Rate Hike Expectations Plummet?

Bitcoin rebounded strongly this week, climbing back above $60,000 and briefly touching $64,000. This recovery followed a significant drop after the U.S. presidential election, with the market now closely watching Federal Reserve policy signals. The key trigger was a weaker-than-expected June U.S. jobs report, showing only 57,000 new jobs versus an expected 115,000. While the unemployment rate fell, analysts noted concerning details like declining labor force participation. However, wage growth accelerated to 3.5% year-over-year, sustaining inflation concerns. Market focus has shifted to the upcoming July Consumer Price Index (CPI) data. Analysts expect a monthly decline in overall prices, partly due to falling gasoline costs. This has led traders to reduce bets on further Fed rate hikes this year, with markets now pricing in a high probability of rates holding steady at the July meeting. Fed Chair Kevin Warsh's recent comments about easing inflation risks have further supported this dovish shift. The anticipation of lower borrowing costs and a weaker dollar is seen as supportive for risk-sensitive assets like Bitcoin. Some investors are positioning for a potential Fed policy pivot to easing later this year, which could benefit "devaluation trades" including cryptocurrencies. Looking ahead, Bitcoin's price trajectory remains highly sensitive to U.S. economic data—particularly jobs and inflation reports—and evolving Fed policy expectations. Other critical factors include institutional ETF flows and geopolitical developments. Analysts suggest that if these factors improve, the recent sell-off could be seen as a buying opportunity; otherwise, high volatility may persist until a solid price floor is established.

marsbit07/07 02:16

Bitcoin Rebounds to $64k as Fed Rate Hike Expectations Plummet?

marsbit07/07 02:16

Open USD Stablecoin Puts Circle And Tether On Notice

A new stablecoin challenger, Open USD, has entered the market backed by over 140 businesses across payments, fintech, and crypto. Unlike typical launches that struggle with adoption, it aims to bypass liquidity challenges by embedding distribution through its partners from day one. Its economic model is designed to share value from reserve yields with these participating businesses, directly challenging the established economics of incumbents Tether (USDT) and Circle (USDC). However, displacing the dominant players remains a significant hurdle due to their deep liquidity, network effects, and institutional trust. Open USD's potential lies in capturing specific payment flows, exchange integrations, or B2B settlement demand, shifting competition toward distribution and embedded infrastructure rather than just trading volume. Its launch underscores the evolving role of stablecoins from trading tools to core payment infrastructure.

bitcoinist07/06 03:16

Open USD Stablecoin Puts Circle And Tether On Notice

bitcoinist07/06 03:16

Stablecoins Becoming the Next Policy Challenge for the Fed's Walsh Version

Fed Governor Christopher Waller's speech at the June 22 conference on the U.S. dollar's international role signifies a notable policy shift: stablecoins like USDT and USDC are now being formally considered as potential channels for transmitting U.S. dollar liquidity globally. With their combined market cap surpassing $250 billion and high transaction volumes, these digital assets are moving from the periphery of crypto policy to the core of monetary system research. The key concern for policymakers is how stablecoin flows interact with traditional dollar infrastructure. Their growth could affect bank deposits, demand for short-term Treasury securities (like T-bills), and global access to dollars, depending on whether demand originates overseas or substitutes for domestic bank balances. Issuers' reserve management—holding assets in banks, money market funds, or Treasuries—links stablecoin activity directly to these core markets. The Fed's research agenda now examines whether stablecoins, by combining payment and balance-holding functions on digital rails, could complicate monetary policy implementation or transmit liquidity stress to banks. While current Treasury holdings by issuers are under 1% of the total market, their concentrated demand could marginally impact yields, especially during periods of stress. Consequently, stablecoins are evolving from mere crypto trading tools into a private-layer dollar transmission system with public policy implications, prompting closer regulatory scrutiny of their reserve robustness, redemption mechanisms, and systemic integration.

marsbit06/26 04:50

Stablecoins Becoming the Next Policy Challenge for the Fed's Walsh Version

marsbit06/26 04:50

Warsh Deals a Heavy Blow to the 'Dollar Devaluation Trade'! Gold Crashes, Bitcoin Slumps, How Long Can the Chip Frenzy Hold?

The "dollar devaluation trade" that dominated Wall Street this year is rapidly unraveling, driven by a hawkish pivot from Fed Chairman Kevin Warsh and a surging U.S. dollar. This double pressure has triggered a sharp sell-off in non-yielding assets. Gold broke below $4,000 an ounce, silver tumbled below $60, and Bitcoin fell under $60,000, with all retreating significantly from their earlier 2025 peaks. The dollar index hit a 14-month high. Warsh's emphasis on price stability has solidified market expectations for aggressive rate hikes, increasing the opportunity cost of holding assets like precious metals. Concurrently, massive fund flows are rotating out of metals and cryptocurrencies into the semiconductor sector, providing a temporary boost to stocks like Micron and SK Hynix. However, analysts warn this chip rally shows signs of a speculative top. Extreme volatility, with semiconductor stocks seeing trillion-dollar swings, is historically characteristic of major market turning points. Factors like month-end rebalancing, a flood of new equity issuance, and insider selling further signal potential exhaustion. While Micron's strong earnings briefly stemmed selling, it may offer a favorable exit point for remaining chip bulls. The sustainability of the semiconductor frenzy is now in serious doubt as the broader market reprices assets around a stronger dollar and tighter monetary policy.

华尔街日报06/25 05:49

Warsh Deals a Heavy Blow to the 'Dollar Devaluation Trade'! Gold Crashes, Bitcoin Slumps, How Long Can the Chip Frenzy Hold?

华尔街日报06/25 05:49

The US Dollar Challenges Japan's Intervention Threshold: Will the Carry Trade Collapse Again?

The U.S. dollar remains strong, with the Dollar Index holding above 101 as Federal Reserve policy expectations turn more hawkish. The 2-year Treasury yield is near highs from early 2025, boosting the dollar's appeal against currencies like the euro and pound. The USD/JPY pair is approaching a critical level near 161.96, which would mark the yen's weakest point since December 1986. This pressure stems from the widening interest rate differential between the U.S. and Japan. Japanese authorities have issued verbal warnings about potential intervention to support the yen, but uncertainty remains over if and when action will be taken. Oil prices rebounded after a recent drop, introducing renewed inflation concerns. While not the main driver, higher oil prices could further fuel expectations that the Fed will maintain a restrictive policy. Market focus centers on three key issues: whether the Fed will follow through on rate hike expectations, the possibility of Japanese FX intervention, and the trajectory of oil prices. The resolution of these factors will determine whether the current strong dollar trend persists or gives way to increased volatility.

marsbit06/23 05:56

The US Dollar Challenges Japan's Intervention Threshold: Will the Carry Trade Collapse Again?