// 美國參議院銀行委員會以 18 比 6 的票數通過了穩定幣監管法案,為這個飛速發展的行業帶來了里程碑式的監管框架。市場歡呼雀躍,USDT、USDC 等主流穩定幣合規前景更為明朗。然而,一條 「隱藏細節」 卻少有人討論 —— 法案對 「僅依賴自創數位資產作為抵押的穩定幣(如演算法穩定幣)」 設定了兩年禁令,並要求財政部研究其風險。 https://www.blocktempo.com/new-regulations-on-stablecoins-are-implemented/ //
美商務部長稱白宮加密峰會將公布戰略儲備細節,暗示比特幣會有不同待遇
// 上週末,美國總統川普(Donald Trump)表示政府正在推動加密貨幣戰略儲備,並直接指名將把比特幣(BTC)、以太幣(ETH)、SOL、ADA 和 XRP 納入其中。即將舉行的白宮加密貨幣峰會將由川普主持,並由白宮人工智慧與加密貨幣沙皇 David Sacks 組織。Sacks 將與工作小組執行董事 Bo Hines 一起管理這項活動,目標是建立一個更清晰的監管環境,鼓勵加密產業的成長,同時保持經濟自由。 https://zombit.info/howard-lutnick-say-btc-treated-differently-alts-in-us-crypto-reserve/ //
How Crypto Is Making It Easy for Investors to Get Visas to Portugal
// Jason Dominic: In the last five to six years, Portugal has essentially become a Latin Switzerland. There’s been a real evolution of wealth moving into the country, along with growing entrepreneurship. And that’s to do with there being a restructuring of the economy post economic crisis, in which the government brought in all these new tax reforms and made it tax-free for people for ten years on certain overseas income, and made investments like crypto completely tax-free in many instances. https://www.coindesk.com/coindesk-indices/2025/03/05/how-crypto-is-making-it-easy-for-investors-to-get-visas-to-portugal //
Coinbase CEO Advocates Bitcoin-Only US Reserve, Suggests Crypto Index as Backup Plan
// Coinbase CEO Brian Armstrong advocates for a bitcoin-only U.S. reserve, calling it the simplest option, but suggests a crypto index as an alternative for diversification. Coinbase CEO Calls for Bitcoin-Only US Reserve but Proposes Crypto Index as Plan B Brian Armstrong, CEO of crypto exchange Coinbase (Nasdaq: COIN), shared his thoughts on social media platform https://coinspectator.com/bitcoin-com/2025/03/04/coinbase-ceo-advocates-bitcoin-only-us-reserve-suggests-crypto-index-as-backup-plan/ //
Bank of America CEO Says Bank Will Likely Launch Its Own Stablecoin
// Bank of America, which has historically taken a backseat in the crypto industry, is prepared to launch its own dollar-backed stablecoin if U.S. lawmakers approve legislation allowing it to do so, its CEO said Tuesday. “so you’ll have a Bank of America coin and a U.S. Dollar deposit and we’ll be able to move them back and forth because now it hasn’t been legal for us to do it but it’s just like another foreign currency”
我翻開了投資機構的13F檔案,發現裡面持倉比特幣的秘密
// 2024 年 Q4 13F 申報顯示,比特幣正加速機構化,儘管當前持倉比例仍較低,但隨著更多機構入場和配置增加,其市场地位將進一步鞏固。這些機構包括銀行、對衝基金、註冊投資顧問(RIA)、家族辦公室、捐贈基金、養老金、主權財富基金及其他資產管理公司。 https://www.blocktempo.com/what-important-information-does-the-13f-file-reveal/ //
摩根大通:比特幣和以太幣期貨需求疲弱,加密貨幣面臨下行風險
// 摩根大通分析師將 CME 比特幣和以太幣期貨需求減弱歸因於兩個主要因素。一是部分機構投資人似乎因缺乏即時的正面催化劑而選擇獲利了結。分析師表示,美國新政府的重大加密貨幣相關政策可能不會再今年上半年推出,導致投資者保持觀望態度。其次,依賴市場動能的基金(如商品交易顧問基金)一直在減少曝險部位,進一步拖累了需求。分析師表示:「過去幾個月以來,比特幣和以太坊的動能訊號一直在減弱,且以太坊的動能訊號已轉入負值區。」 https://zombit.info/jpmorgan-report-crypto-faces-downside-risk-as-btc-eth-futures-show-weak-demand/ //
U.S. Marshals Service Can’t Say How Much Crypto It Holds, Complicating Bitcoin Reserve Plan
// “As far as I’m aware, the USMS is currently managing this with individual keystrokes in an Excel spreadsheet,” Chip Borman, vice president of capture strategy and proposals at Addx Corporation, a firm that provides technological solutions to the U.S. government and was also turned down for a USMS contract, told CoinDesk. Borman said he saw USMS processes occur in real time in 2023. “They’re one bad day away from a billion-dollar mistake.” https://www.coindesk.com/policy/2025/02/20/u-s-marshals-service-managing-seized-assets-can-t-say-how-much-crypto-it-holds //
Adam Back Wants CBDCs Dead
// He’s been involved in Bitcoin long enough to see how adoption plays out. His well-documented email exchanges with Satoshi Nakamoto suggest he might understand Bitcoin’s trajectory better than anyone else. The way he sees it, Bitcoin’s top-of-the-funnel has widened… For Back, he doesn’t just want Bitcoin to win, he wants CBDCs to die. And he believes CBDCs aren’t just a monetary issue — they’re part of a broader agenda of financial surveillance, social credit systems, and state control. https://www.coindesk.com/consensus-hong-kong-2025-coverage/2025/02/12/adam-back-wants-cbdcs-dead //