Cronos 提议启动战略储备，CRO 股价上涨 40%

由于交易活动低迷，比特币跌破关键模式，Matrixport 认为进一步下跌的风险越来越大。 截至发稿时，比特币（BTC）突破了上升的扩大楔形，这是一种典型的看跌模式，下跌 6.78%，导致其价格跌至 87,630 美元。 #Matrixport 今天 📈 — 2025 年 2 月 25 日⬇️#比特币打破关键模式：在交易活动低迷的情况下需要谨慎‼️#加密 #BTC #CryptoFinance #CryptoMarket pic.twitter.com/rnIlXpWUir— Matrixport Official (@Matrixport_EN) 2025 年 2 月 25 日 Matrixport 分析师在 2 月 25 日的 X 帖子中警告称，下滑可能会导致进一步下跌，尤其是在交易活动低迷限制逢低买入需求的情况下。 “进一步下跌的可能性正在增加，特别是因为这次跌势发生在交易活动较少的时期，这可能导致买入需求有限。” 独立分析师 Markus Thielen 你可能还喜欢：Strategy 以 19.9 亿美元增持 20,356 枚比特币，扩大企业 BTC 持有量 虽然分析师预计比特币价格将在今年晚些时候上涨，但当前的技术突破让他们“更加谨慎”。此外，模式突破不仅仅影响比特币。以太坊 (ETH) 也跌破了其关键的 2,600 美元至 2,800 美元支撑区间，跌至 2,375 美元，进一步表明市场疲软。 如果 $ETH 跌破 2400 美元，则可能迎来最糟糕的二月。📉从历史上看，2 月份对 ETH 来说是看涨的，2018 年只有一个月出现下跌。但考虑到已经下跌了 23%，这可能是另一个例外。宏观经济不确定性，包括来自……的新关税pic.twitter.com/YyW5ZhIv7V— Spot On Chain (@spotonchain) 2025 年 2 月 25 日 Spot On Chain 的分析师也在 2 月 25 日的 X 帖子中警告称，以太坊“如果跌破 2,400 美元，可能将迎来最糟糕的 2 月”。 “从历史上看，2 月份对 ETH 来说是利多的月份，2018 年只有一个月出现下跌。但鉴于已经下跌了 23%，这可能是另一个例外。宏观经济不确定性，包括特朗普政府的新关税，增加了压力。” 链条上的现货 与此同时，截至 2 月 21 日，美国现货比特币交易所交易基金连续第二周资金流出超过 5 亿美元。 正如 crypto.news 早些时候报道的那样，大部分资金流出来自 Grayscale 的 GBTC，该基金有 6008 万美元流出，该基金在从信托结构转换后继续保持流出势头。Bitwise 的 BITB 和 Fidelity 的 FBTC 也助长了这种负面势头，分别流出 1658 万美元和 1247 万美元。 阅读更多：蒙大拿州的比特币储备法案未获众议院批准

Aave Labs has announced a collaboration with Ant Digital Technologies in an effort aimed at building a custom RWA market on Ethereum. The partnership involves Horizon, an institutional-grade decentralized finance products platform launched by Aave Labs earlier this year. Aave (AAVE) founder Stani Kulechov said in an announcement on May 9 that the new market will target qualified users, allowing them to borrow stablecoins with their tokenized real world assets as collateral. “I‘m pleased to announce Horizon’s strategic collaboration with Ant Digital Technologies, one of the largest blockchain technology services providers in the world,” Kuchelov posted on X. “We will work with them on a custom RWA market on Ethereum.” Aave Labs introduced Horizon in March, eyeing it as a custom RWA platform designed to bridge decentralized finance and institutional adoption. The Ethereum-based protocol’s first product is tokenized money market funds. Institutional investors can use the MMFs as collateral when looking to tap into stablecoin liquidity. You might also like:Coinbase to launch 24/7 Bitcoin and Ethereum futures trading in U.S. The partnership with Ant Digital Technologies, the digital technology subsidiary of Ant Group, comes as the RWA market gains notable traction. Global asset managers such as BlackRock have become key players amid increased institutional demand. Horizon seeks to unlock further adoption of blockchain and crypto across the Aave ecosystem. “By aligning with institutional standards while preserving DeFi’s core efficiencies, Horizon unlocks a compliant, scalable, and accessible pathway for institutions and tokenization platforms to engage in decentralized finance,” Aave Labs wrote in a blog post. Stani Kulechov said the strategic collaboration between Horizon and Anti Digital is major milestone. “DeFi will be the backbone of global finance and this is a significant step towards enabling institutional adoption of DeFi,” Kulechov added. The Aave ecosystem continues to dominate the DeFi market, with total value locked on the protocol currently at over $23 billion. Per DeFiLlama data, the DeFi TVL stands at over $111 billion.Aave leads Lido, EigenLayer and Sky, formerly MakerDAO in TVL. You might also like:Expanding RWA on-chain: ArbitrumDAO chooses Franklin Templeton, Spiko, and WisdomTree for STEP 2

佐治亚州参议员 Greg Dolezal 提出了第 178 号参议院法案，旨在允许州财政部长投资比特币。 该法案由参议员布兰登·比奇 (Brandon Beach) 和克林特·迪克森 (Clint Dixon) 共同发起，目前已被添加到参议院审议名单中。 如果该法案获得通过，佐治亚州财政部将授权将比特币（BTC）纳入该州的投资组合。此举反映了美国各州对将数字资产作为其金融战略一部分的兴趣日益浓厚。 截至目前，参议院第 178 号法案仍在等待佐治亚州立法程序的进一步讨论和批准。关注政府财政与数字货币之间不断发展的关系的人士将密切关注该法案的进展。 VanEck 的 Matthew Sigel 报道称，越来越多的美国州提议将储备分配给比特币，这可能会产生 230 亿美元的购买压力，而潜在的养老基金投资将进一步推动需求。 你可能还喜欢：由于新的加密货币工作组接管，币安与美国证券交易委员会的法律案件被搁置 格鲁吉亚和比特币太空竞赛 至此，佐治亚州加入了其他 20 个美国州的行列，这些州目前正在考虑建立加密货币战略储备，并且正处于立法的不同阶段。 你可能还喜欢：Kaito AI 宣布推出 KAITO 代币，代币经济学细节待定

日本的 Metaplanet 又购买了 160 个比特币，使其总持有量达到 4,206 个 BTC。 根据该公司 4 月 2 日的声明，最新购买的平均价格为每比特币 (BTC) 1249 万日元（80,063 美元），总计 19.98 亿日元（1339 万美元）。此次购买是 Metaplanet 正在进行的比特币资金战略的一部分，该战略在公司扩张中发挥了重要作用。 Metaplanet 透露，通过出售现金担保的比特币看跌期权，它已在 2025 年第一季度购买了 696 个 BTC。50 个 BTC 来自溢价，645.74 个 BTC 来自期权行使。这些收购的总成本为 101.52 亿日元（9170 万美元）。Metaplanet 继续积极向投资者筹集资金，以资助更多购买。 3 月 31 日，该公司通过发行第 10 期普通债券筹集了 20 亿日元（1322 万美元），全部用于购买更多比特币。自采用以比特币为中心的战略以来，Metaplanet 的股价已上涨超过 3,000%，显示出投资者的强烈兴趣。 该公司表示，今年其比特币项目的收入目标为 30 亿日元（约合 2750 万美元），有望实现这一目标。这将有助于实现公司全年 34 亿日元（约合 3130 万美元）的总收入目标。 你可能还喜欢：该策略又购买了近 20 亿美元的比特币，目前持有超过 52.8 万 BTC 该公司用来评估其比特币收购战略是否成功的主要关键绩效指标是其 BTC 收益率，该指标衡量比特币总持有量与完全稀释股份相比的百分比变化。比特币收益率在 2024 年第四季度升至 309%，在 2025 年第一季度升至 95%。 Metaplanet 的长期目标是到 2026 年持有 21,000 BTC。其目标是到 2025 年底超过 10,000 BTC，成为亚洲最大的比特币企业持有者。 阅读更多：贝莱德获得英国批准在泛欧交易所推出比特币 ETP

The collapse of a procedural Senate vote on stablecoin legislation (GENIUS Act) Thursday underscores the challenges of keeping cryptocurrency policy bipartisan. Once poised for smooth passage, the bill was derailed after last-minute Democratic objections and a lack of time to review final text — despite ongoing negotiations with Republican leadership. The 48–49 vote, with two Republicans joining Democrats in opposition, highlights deepening divisions over process and trust. While both parties publicly support regulating digital assets, the vote raises questions about whether crypto can remain a nonpartisan issue in a polarized Senate. In March, blockchain and digital asset attorney Marta Belcher confidently told crypto.news that support of crypto is nonpartisan: “I think it’s a misconception that crypto has become partisan. Many people on both sides of the aisle support crypto. I don’t think crypto is a partisan issue, just like ‘the Internet’ isn’t a partisan issue. I don’t think, in 2025, either party can be ‘anti’ an entire technology if they’re thinking seriously about America’s future.” If Belcher is right, then Democrats see support for crypto much differently than Republicans. If we look at what Democrats say about crypto regulations and topics they are concerned about in the sector, most of the time, we will find out they are not on the same page as Republicans. Take, for example, President Trump’s memecoin, Official Trump (TRUMP). The profits he and his family members generate from their DeFi business are becoming a major sticking point in bipartisan negotiations over stablecoin legislation. As Scott Galloway, a New York University Stern School of Business professor and co-host of the Raging Moderates podcast, recently told CNN, “The potential here for grift is just unprecedented.” Democratic Senators felt their Republican colleagues didn’t address the issue. Sen. Elizabeth Warren even encouraged the bill to ban sitting presidents from profiting off crypto ventures—an effort directly targeting Trump, who offered exclusive interactions with its top holders. Crypto in the Biden era  During President Joe Biden’s term, the cryptocurrency sector achieved several milestones. For example, Coinbase successfully became a NASDAQ-traded company. The outrightly crypto-skeptical Securities and Exchange Commission, then chaired by Gary Gensler, greenlighted Bitcoin exchange-traded funds. That wasn’t enough for the industry’s top bulls. SEC official Hester Peirce said on May 8 that the approval process for Bitcoin ETFs was “mismanaged” and told Bloomberg News that the delays alienated innovators. The crypto community also griped about alleged efforts to debank clients using digital assets, which they claimed was carried out by the FDIC and Department of Justice. The situation, colloquially known as Operation Choke Point 2.0, was scrutinized for being an overreach on the part of the former administration by Trump, Republican Sen. Cynthia Lummis and the Fed Chair, Jerome Powell. Gensler, a Democrat, filed numerous lawsuits against the cryptocurrency space during his term as SEC chair. The list includes Binance, Coinbase, Gemini, and Genesis, among others. One of the basic problems was the fact that Gensler insisted that most cryptocurrencies were nothing more than unregistered securities. This status was deemed prohibitive for innovation and current SEC officials prefer to view them as collectibles or commodities. Under Trump, the SEC dropped many of the charges filed initially under Gensler. Democrats seemingly decided to continue being cautious about crypto. Instead of fostering a free-breathing crypto experiment, they tried to play it slow to ensure no one was at risk.  However, this cautious approach can cost Democrats votes. A writer and CNN host, Van Jones, said that Democrats run people out of their party, noting that there are 50 million people owning crypto and going against them is “not smart.” CNN host @VanJones68 says, “Democrats ran people out of the party on crypto. 50 million people bought crypto. It’s a bet on a better future” pic.twitter.com/Ee8NlutNK1— Documenting ₿itcoin 📄 (@DocumentingBTC) January 6, 2025 Read more:US Senate votes against GENIUS Act after Democrat pushback Democrats and crypto today After tense negotiations that lasted for one week, the GENIUS ACT that should have regulated stablecoins in the U.S. failed in the Senate. Most Republicans, confident in their victory, tried to convince their colleagues to accept the bill as soon as possible and ignored the Democrats’ request to give them another week to prepare. People commenting on the news blamed Democrats for dedicating all their energy to blocking Republicans. The reality is that the genius act is actually not even a crypto bill if you really boil it down (must be non-yield bearing, BSA compliance etc), and the democrats still hate it—You really begin to wonder what they stand for— Jeff Park (@dgt10011) May 5, 2025 Jeff Park of Bitwise stressed that the bill wasn’t that radical and had high requirements for the stablecoin issuers. Warren, according to Axios, argued that the GENIUS Act lacked basic guardrails against corruption. She and other Democratic leaders reportedly looked at the numbers. Per the New York Times, Trump’s family members could profit from the $2 billion worth of their stablecoins that would be used for a foreign transaction involving an Abu Dhabi investment fund. And according to blockchain analytics firm Chainalysis, just 58 wallets have made over $10 million each from Trump’s memecoin so far. That’s $1.1 billion in profits. The majority of small holders (764,000 wallets) lost money. Sen. Richard Blumenthal, a Democrat, initiated a probe of the growing Trump crypto business and requested records from Fight Fight Fight LLC, a company behind the Official Trump token, and World Liberty Finance, a crypto enterprise launched by Trump’s sons. In addition to various crypto ventures, WLF is a stablecoin issuer. Blumenthal called Trump’s crypto business an unprecedented conflict of interest. Here’s what he wrote: “President Trump’s financial entanglements to the $TRUMP coin, as well as the attempted use of the White House to host competitions to prop up the value of $TRUMP, represents an unprecedented, pay-to-play scheme to provide access to the Presidency to the highest bidder.”  This is the message Democrats need to hammer:While Trump and his family are making hundreds of millions of dollars in their crypto grifts corruptly selling access to the presidency, he's raising prices on Americans, telling us to ration dolls, and decimating small businesses. pic.twitter.com/iDBd2RGTtu— Ahmed Baba (@AhmedBaba_) May 8, 2025 Democrats were trying to add provisions that would block Trump from making money via crypto before the end of the term, but the suggestion didn’t come to fruition. All these questions are serious, but they are seemingly not a priority for Republicans who want to move crypto legislation forward. “I have a sense that this is caught up in other issues,” Lummis said. Crenshaw’s take SEC Commissioner Caroline A. Crenshaw, also a Democrat, claims she represents “common sense” in the agency, while pushing forward the Gensler-era narratives that were criticized a long time ago. Crenshaw still sees cryptocurrencies as securities, which makes it difficult for crypto businesses to move forward. She also seems to oppose a deregulation approach to crypto. Crenshaw’s tenure finishes this year. Although she cannot block the SEC’s decisions, she may represent the views of Democrats on crypto for the remainder of 2025. If anyone wonders what the crypto industry will face in 3.5 years, if the Democrats win, read this dissent:https://t.co/9E6533dJDVTLDR – FAITH in the legacy of regulation by enforcement heralds a return to the Biden policies.THAT is why legislation is SO IMPORTANT.— Dave W (@daveweisberger1) May 9, 2025 Nevertheless, Belcher was right about the nonpartisan nature of the crypto agenda. Republicans seem to be more or less united on crypto progressivism. But some are equally dismayed by Trump’s bold crypto ventures as Democrats, who are seemingly steadfast in addressing crypto risks while protecting U.S. citizens.  Read more:Nic Carter revisits Operation Choke Point 2.0 after bombshell Silvergate testimony