报道称，稳定币发行商 Tether 将把交易范围扩大到加密货币之外

S&P 500 has recovered back to levels seen before ‘Liberation Day’, and is on track for nine consecutive days of gains. Stock indices are continuing their upward momentum, as traders reassess their recession expectations. On Friday, May 5, the Dow Jones Industrial Average was trading at 41,354.53, up 601.57 points or 1.48% from market open. The tech-heavy Nasdaq was up 1.56% or 277.15 points, trading at 17,987.89. At the same time, the S&P 500 rose 1.47% to 5,686.80, continuing its winning streak. If the S&P 500 closes higher today, it would mark nine consecutive days of gains, the longest streak since November 2004. You might also like:Bitcoin, gold rise while stocks fall: is decoupling here to stay? The main catalyst for today’s rally was better-than-expected job figures. U.S. non-farm payrolls were up 177,000 in April, compared to the 133,000 DOW Jones estimate. While this is still lower than the March gain of 228,000, it still helped ease the fears of a U.S. recession. S&P 500 and the DOW Jones show consistent gains Both the S&P 500 and the DOW Jones have closed consistently higher every day since April 21. Easing trade tensions, with more dovish signals from the White House on tariffs, boosted confidence in the U.S. market. Strong markets also boosted Bitcoin (BTC), which went from $87,333 to $97,382 during that same period. At the same time, traders ditched gold, which went from $3,400 per ounce on April 21 to its current level of $3,237. You might also like:Trump’s 100-day speech could signal Bitcoin policy shift: analysts Easing trade tensions helped the S&P 500 and the Nasdaq recover to their levels from April 2, or “Liberation Day”. That was when Donald Trump announced sweeping tariffs on major U.S. trading partners, triggering a sharp selloff in both the markets and the U.S. dollar. Still, the indices remain below their all-time highs from November, which were driven by hopes for a pro-business Trump presidency. Notably, the Dow Jones, representing the 30 largest U.S. companies, has yet to fully recover to its April 2 level. You might also like:Investors can turn to stocks as Bitcoin nears range top, analysts warn

South Korea’s central bank said it should have legal authority over the approval of won-based stablecoins, warning they could disrupt monetary policy if treated like legal tender. The Bank of Korea, South Korea‘s central bank, said monetary authorities must be involved from the start if the country allows the issuance of stablecoins tied to the Korean won, BusinessKorea has learned, citing a senior BOK official. In a statement, the official said that if won-based stablecoins are used like legal tender, they could complicate monetary policy operations and that this would require the BOK’s involvement in the approval process. They added that, like in the United States, the Fed also exercises “some authority in related legislation.” You might also like:Visa backs stablecoin infra provider BVNK in strategic bet on stablecoin payments Koh Kyung-chul, who leads the central bank’s electronic finance team, earlier also said that stablecoins could affect how the BOK carries out monetary policy, manages financial stability, and oversees payments and settlements. He also stressed that the central bank should have “substantial legal authority” at the authorization stage when it comes to approving stablecoin issuers. In early May, Democratic Party lawmaker Min Byung-duk said that nearly half of the cryptocurrencies sent overseas from South Korea’s major exchanges in the first quarter were dollar-based stablecoins, citing data from the Financial Supervisory Service. According to Byung-duk, around 56.8 trillion won (around $40.6 billion) worth of cryptocurrencies were transferred overseas between January and March from five crypto exchanges: Upbit, Bithumb, Coinone, Cobbit, and Gopax. Of this amount, 26.87 trillion won, or 47.3%, was in stablecoins like Tether (USDT) and USD Coin (USDC). Read more:Senate crypto bill collapses: Is partisan divide or Trump’s digital fortune to blame?

一位内部消息人士称，Tether 将收购意大利媒体公司 Be Water 30% 的股份。这家稳定币公司的市值超过 1440 亿美元，一直在将其投资组合扩展到加密货币之外。 据彭博社最近的报道，一位熟悉交易的消息人士告诉新闻媒体，该稳定币发行人已同意收购意大利媒体公司 Be Water 30% 的股份。 然而，该交易尚未正式宣布，消息人士拒绝在协议公开之前透露身份。Tether (USDT) 的代表尚未回应有关与这家意大利公司的交易的评论请求，Be Water 的发言人也没有回应。 Be Water 是一家广播媒体公司，由金融家兼作家 Guido Brera 于 2021 年创立，总部位于意大利罗马。它是播客制作公司 Chora Media 和 Instagram 内容公司 Will Media 以及发行和制作公司 Be Water Film 的母公司。 该片于去年在戛纳电影节首次亮相，并与编剧斯特凡诺·比塞斯、演员亚历山德罗·博尔吉等意大利电影界的重要人物合作。 你可能还喜欢：Rumble 希望在 Tether 的支持下创建自己的数字钱包 如果交易完成，Be Water 将成为该公司进军多媒体公司的最新举措，此前该公司于 2024 年 12 月向视频共享平台 Rumble 投资 7.75 亿美元。最近，这家稳定币发行商同意帮助该平台建立自己的数字钱包，以支持创作者融资。 除了多媒体公司，Tether 的投资组合还涵盖了从比特币 (BTC) 挖矿到大宗商品交易等各个行业的众多公司。截至发稿时，USDT 的市值已超过 1440 亿美元。而根据 crypto.news 的数据，其每日交易量目前为 238 亿美元。 上个月，一位内部消息人士表示，Tether 计划将其 70 亿美元的超额储备投资于加密领域以外的更多公司。 阅读更多：Tether 首席执行官公布最新稳定币投资组合路线图：比特币挖矿、TradFi 和大宗商品交易

根据 crypto.news 分享的一份报告，Plume 是一种专注于现实世界资产融资的模块化区块链，已获得 Apollo Global 管理的基金的战略投资。 这笔未公开的资金将加速 Plume 基础设施的发展，并支持其使命，即使 RWA 像任何加密原生资产一样易于访问和实用。Apollo 是一家在纽约证券交易所上市的全球另类资产管理公司。 Plume 正在构建与 EVM 兼容的链和端到端基础设施，以将金融工具、碳信用、GPU 和收藏品等资产上链。 机构 RWAfi 的新篇章已经开启。我们很高兴地宣布，由领先的全球另类资产管理公司@apolloglobal 管理的基金已对 Plume 进行了战略投资。这项投资将有助于加速我们成为行业领导者的使命……pic.twitter.com/naGMR0chlm– 羽 (@plumenetwork) 2025 年 4 月 8 日 该平台允许用户通过其以 RWA 为重点的 DeFi 生态系统交换、借出、借入和投机代币化资产。Plume 目前支持 200 多种协议，并且其测试网上已有超过 1800 万个钱包活跃。 3 月，Plume 在其 Nest 平台上推出了一款名为 nPAYFI 的新支付金融产品。该产品提供了由 PayPal USD (PYUSD) 稳定币支持的实际收益用例。 Plume 希望将支付融资引入链上，并使用 PYUSD 作为现实世界资产市场的流动性层。 你可能还喜欢：报告称美国司法部解散国家加密货币执法部门 资产上链 Apollo 合伙人兼数字资产主管 Christine Moy 表示，这项投资反映了 Apollo 对技术的信念，即“扩大机构质量产品的渠道，创造更加无缝、创新的客户体验”。她强调了 Plume 在实现可编程金融和投资者参与链上私人资产转移方面所发挥的作用。 Plume 联合创始人 Teddy Pornprinya 表示，此次合作支持公司超越代币化的目标，并专注于让 RWA 在加密经济中发挥作用。 他说道：“挑战不在于将资产上链，而在于一旦资产上链，如何让它们变得有用。” 与仅关注资产代币化的传统 RWA 解决方案不同，Plume 的基础设施强调可组合性和实用性。资产发行人可以直接连接到流动性和分销网络，将 Plume 定位为链上金融创新的中心。 你可能还喜欢：高盛、贝莱德和花旗发出警告 比特币和山寨币面临风险

比特币刚刚从历史最高点下跌了 24%——接下来会发生什么？分析师表示，BTC“非常接近其局部底部”，但黑天鹅事件会让它跌得更低吗？ Table of Contents宏观动荡动摇比特币机构资金撤退历史预示着反弹 宏观动荡动摇比特币 比特币 (BTC) 的价格一直起伏不定。今年 1 月，唐纳德·特朗普总统上任并建立了一个更加支持加密货币的政府，比特币价格创下了 109,114 美元的历史新高，此后市场发生了急剧转变。 As of Mar. 13, Bitcoin is sitting around $82,600, down 24% from its January peak, after plunging to a four-month low of $76,600 on Mar. 11. Bitcoin price chart | Source: crypto.news The market is facing headwinds from multiple directions. Wall Street is leaning into risk aversion, U.S. recession fears are growing, and Trump’s new tariff policies have added uncertainty to the mix. Many investors were also disappointed by the lack of fresh BTC purchases under the Trump administration’s strategic reserve plan, which some had hoped would provide a steady buying force for Bitcoin. 宏观经济方面，3 月 12 日发布的通胀数据带来了短暂的乐观情绪。2 月份消费者价格指数仅上涨 0.2%，年通胀率放缓至 2.8%——低于 1 月份的 0.5%。扣除食品和能源价格的核心 CPI 也降至 3.1%，为 2021 年 4 月以来的最低水平。 市场最初对 CPI 数据走软做出了积极反应。比特币突破 84,000 美元，山寨币也出现两位数涨幅。标准普尔 500 指数和纳斯达克 100 指数也出现小幅上涨。 但乐观情绪并未持续太久。随着交易日的推进，受特朗普对主要贸易伙伴不断升级的关税战拖累，比特币和股票回吐了大部分涨幅。 特朗普采取戏剧性举措，对从加拿大进口的钢铁和铝征收 25% 的关税，促使加拿大对价值 210 亿美元的美国商品征收 25% 的关税进行报复。 仅数小时后，欧盟就对美国产品征收 280 亿美元的报复性关税，进一步加剧贸易紧张局势。 These actions have put investors on edge, shifting market sentiment toward a risk-off approach, where cash and safer assets like gold and bonds become more attractive than volatile plays like Bitcoin. With all these forces at play, Bitcoin finds itself at a crossroads. Will it stabilize and gear up for another run, or are further corrections on the horizon? Let’s dig deeper. Institutional money retreats 自 2 月 13 日以来，现货比特币 ETF 一直承受压力，资金流出速度惊人。虽然有几天出现净流入，但与大多数日子的大量流出相比，这些资金的流入量很小。 最严重的打击发生在 2 月 25 日，当天 ETF 出现了有史以来最大的单日资金流出，超过 10 亿美元，标志着机构投资者的避险情绪明显。 尽管出现资金流出，但截至 3 月 12 日，贝莱德的 IBIT 仍然是市场上占主导地位的 ETF，持有近 568,000 BTC。紧随其后的是富达的 FBTC 和 Grayscale 的 GBTC，分别管理 197,500 BTC 和 196,000 BTC。 比特币的叙事又增加了一层政治层面，特朗普总统内阁中至少有六名成员直接或通过 ETF 间接持有比特币。 其中，卫生与公众服务部部长罗伯特·F·肯尼迪 (Robert F. Kennedy Jr.) 拥有最大的已披露持股量，其 Bitcoin Fidelity 加密账户价值在 100 万至 500 万美元之间。 Treasury Secretary Scott Bessent holds between $250,001 and $500,000 worth of BlackRock’s iShares Bitcoin Trust ETF. While Bessent has pledged to divest his holdings within 90 days, his position highlights the growing connection between Bitcoin and top-level U.S. policymakers. Meanwhile, Bitcoin’s open interest, a crucial metric showing the total value of outstanding BTC derivative contracts, has been in a downward spiral. After peaking at $70 billion on Jan. 22, following Bitcoin’s new all-time high, open interest has been on a steady decline. As BTC tumbled, OI followed, dropping to a low of $45.7 billion on Mar. 11, the same day BTC hit its four-month low. 截至 3 月 13 日的 BTC 未平仓合约 | 来源：CoinGlass 然而，在过去两天里，未平仓合约开始回升，截至 3 月 13 日已增加超过 10 亿美元，与 BTC 的价格回升同步。 大量的 ETF 资金流出和未平仓合约的下降反映出过去几周机构投资者的犹豫和投机活动的减少。 比特币 1 月份的上涨受到强劲的 ETF 流入和高杠杆头寸的推动，但随着宏观不确定性和特朗普贸易战的升级，市场转为防御性。 最新的未平仓合约反弹是一个潜在信号，表明交易员正在谨慎地重新进入多头仓位，但复苏速度缓慢。未平仓合约和 ETF 流入的持续增加对于比特币恢复势头至关重要。 History hints at a rebound Bitcoin’s recent pullback from its all-time high has been sharp, but historical trends and technical indicators suggest that this could either be a temporary bottom or the beginning of a deeper correction. Technical analyst CryptoCon points out that Bitcoin has now reached historically low RSI Bollinger Band % levels, a point where BTC rarely stays for long. 比特币现已完全回归至极低的 RSI 布林带 % 水平，并且不愿意在那里停留很长时间。这是在第 4 阶段完成后发生的，ATH 突破如下：2013 年 1 月、2016 年 12 月和 2020 年 11 月。我们现在看到的只是……pic.twitter.com/Bb6XJlJTGE— CryptoCon (@CryptoCon_) 2025 年 3 月 12 日 具体来说，相对强弱指数衡量动量，而布林带则显示波动性。当 RSI 布林带百分比达到极低时，表明比特币处于超卖水平，这意味着下行压力可能正在耗尽。 In previous cycles, when BTC hit similar RSI Bollinger % lows, it marked a strong local bottom before the next leg up. According to CryptoCon, Bitcoin has just completed Phase 4, a part of the market cycle where price breaks past the previous all-time high—something we saw in January 2013, December 2016, and November 2020. In all three of these cycles, BTC had a correction after the breakout before rallying to a new high within the next 9 to 12 months. He believes that this market cycle is behaving exactly like March 2017, when BTC faced a deep correction but then recovered to rally further. If that’s the case, this means we are still months away from a cycle top. 然而，这种乐观的前景远未被普遍接受。另一位受人尊敬的分析师 Doctor Profit 列出了 BTC 下一步走势的两种可能情况。 https://twitter.com/DrProfitCrypto/status/1900007014165856644 在正常的市场环境下，BTC 的局部底部应在 68,000 美元至 74,000 美元之间形成，这由市场价值与实现价值指标确认。 MVRV 指标通过将当前市场价格与流通中所有 BTC 的平均购买价格进行比较来衡量比特币是否被高估或低估。 目前，MVRV 表明 BTC 正在接近强劲底部区域，这意味着除非发生剧烈事件，否则下行风险有限。 That’s where the Black Swan risk comes in. While Doctor Profit initially believed a Black Swan event was highly unlikely, recent economic shifts — such as Trump’s aggressive tariff moves, global trade war concerns, and broader recession fears — make him less certain. A severe global economic downturn, a financial crisis, or a major crypto industry collapse could push Bitcoin much lower, possibly toward $50,000. While he still leans toward the first scenario, he no longer rules out a full-blown market wipeout. The signs are mixed. Bitcoin’s historical cycles suggest this is a healthy pullback before another rally, but global conditions have rarely been this unstable. 目前，投资者应保持谨慎，关注关键支撑位，并为加剧的波动做好准备。 尽管历史数据有利于经济复苏，但市场并非在真空中波动，外部冲击甚至可能压倒最强大的技术指标。投资额永远不要超过您能承受的损失。 披露：本文不代表投资建议。本页内容和材料仅供教育之用。