Cantor Fitzgerald 与 Anchorage 和 Copper 合作，推动 20 亿美元比特币融资

随着美联储转向量化宽松政策，BitMEX 的联合创始人亚瑟·海耶斯似乎有信心押注比特币将达到 110,000 美元，然后跌至 76,500 美元。 BitMEX 联合创始人 Arthur Hayes 再次做出了另一个预测，这次他表示，由于美联储从紧缩政策转向宽松政策，比特币 (BTC) 将达到 110,000 美元，然后跌至 76,500 美元。 https://twitter.com/CryptoHayes/status/1904000755381760058 在 3 月 24 日的 X 帖子中，海耶斯解释说，美联储似乎正在从量化紧缩转向量化宽松，而且关税不再重要，因为通胀被视为“暂时的”。 虽然海耶斯的另一个预测是否会成真还有待观察，但他的声明与市场日益增长的预期相符，即美联储将在5月份结束其量化紧缩计划，因为预测市场Polymarket的数据最近显示，美联储将在4月30日前停止量化紧缩计划的可能性为100%。 量化紧缩政策的结束可能会成为加密货币等风险资产的一大催化剂，分析师预测注入市场的流动性可能引发新一轮牛市。 你可能还喜欢：分析师警告称，比特币价格回升至 10 万美元可能引发获利回吐 海耶斯经常改变对加密货币市场的看法。2024 年 9 月，他推翻了之前的预测，承认自己对比特币短期走势的判断是错误的，并在新闻媒体的评论中表示，他保留“根据形势发展改变主意的权利”。 在 2 月 25 日的 X 帖子中，海耶斯警告称，如果大型对冲基金平仓现货比特币交易所交易基金，比特币的价格可能会跌至 70,000 美元。然而，不到一个月后，随着市场动态的发展，海耶斯调整了他的分析，在 3 月 20 日的 X 帖子中宣布，比特币的价格可能已触底 77,000 美元。 阅读更多：红色警报：随着技术模式转为看跌，比特币价格反弹可能消退

数字资产管理公司 Variant 的律师兼首席法律官杰克·切尔文斯基 (Jake Chervinsky) 表示，如果美国真的想成为世界加密货币之都，它可以做的不仅仅是建立战略比特币储备或加密货币储备。 切尔文斯基认为，拥有战略比特币（BTC）储备和数字资产库存对美国来说可能是一件好事。 然而，他认为，仅凭这一点并不能让美国成为世界加密货币之都。为了实现唐纳德·特朗普总统让美国成为全球加密货币之都的目标，还有很多事情要做。 这位支持加密货币的律师在白宫加密货币峰会前夕发表了他对 X 的评论。值得注意的是，他在唐纳德·特朗普总统发布关于战略比特币储备的行政命令后发表了这些观点。 仅靠这些还不够。 “为此，我们需要新的政策，授权企业家推出在美国制造的协议和产品，”他提出。“成为‘加密之都’并不意味着拥有比其他国家最多的加密财富。它意味着拥有最多的创新、最多的工作、最大的影响力、最多的经济活动。为了实现这一目标，政府必须支持企业，而不仅仅是资产。” 阅读更多：比特币战略储备：分析师概述美国购买更多比特币的策略 上周，特朗普宣布几种山寨币将成为美国储备的一部分，包括 XRP (XRP)、Solana (SOL) 和 Cardano (ADA)。 在特朗普发布有关比特币储备和库存的行政令后，白宫发布了一份情况说明书，详细说明了该行政令的内容。 其中一部分是战略比特币储备，它将保存因刑事或民事诉讼而被扣押或没收的比特币。政府不会出售比特币，财政部和商务部在寻求获取更多比特币时可以利用“预算中性”策略。 行政命令还建立了美国数字资产储备库，其中包括被没收的数字资产。美国不会购买这些山寨币资产，而只会持有被没收的资产。 你可能还喜欢：特朗普峰会前，贝森特部长呼吁美国比特币和加密货币占据主导地位 尽管他赞扬特朗普政府采取的这一举措，但切尔文斯基指出，还有更多工作要做。在加密货币去银行化问题上，美国证券交易委员会放弃诉讼和调查，以及采取更多监管举措都是很好的努力。 “But that’s not enough: the USA needs clear and durable rules of the road if we want to win. Clear, meaning entrepreneurs can build with total certainty that they’re on the right side of the law. Durable, meaning new leadership can’t easily rewrite those rules in the future,” he added. In his opinion, five areas need prioritizing amid efforts to make the U.S. the crypto capital of the world. These are: stablecoin legislation, market structure legislation, securities safe harbor for token issuance, protections for banking access and for developers of non-custodial software. You might also like:Here’s why crypto prices may crash after the Trump summit

共和党议员宣布成立两院工作组来加快加密货币监管，重点关注稳定币和数字资产市场规则，大力推动期待已久的行业清晰度。 共和党议员正在加紧努力为加密行业制定明确的规则，并成立了一个两院工作组来推动稳定币和数字资产市场结构的立法。 此举于 2 月 4 日在国会山的新闻发布会上宣布，标志着众议院和参议院主要领导人协调努力，为加密货币监管创建一个结构化框架，而这一问题多年来一直处于法律悬而未决的状态。 🚨主席@RepFrenchHill：“在第 119 届国会中，我们有一个两院项目，既涉及稳定币法案，也涉及监管框架，这将为美国的数字资产带来清晰度。”观看更多📺 pic.twitter.com/HIxvssZTS5— 金融服务共和党 (@FinancialCmte) 2025 年 2 月 4 日 该工作组包括四个主要委员会的成员——众议院金融服务委员会、众议院农业委员会、参议院银行委员会和参议院农业委员会——这表明立法者认为加密监管是一个涉及多个金融监管领域的问题。 阿肯色州众议员弗伦奇·希尔、参议员蒂姆·斯科特、约翰·布兹曼和众议员格伦·汤普森将在制定这些政策方面发挥主导作用，借鉴现有立法成果并提出新的提案。 你可能还喜欢： 立法者计划在 2024 年通过众议院委员会的《21 世纪金融创新和技术法案》（FIT21）的基础上，同时以参议员比尔·哈格蒂 (Bill Hagerty) 于 2 月 4 日提出的新稳定币法案作为进一步讨论的起点。 参议院银行委员会主席蒂姆·斯科特明确表示速度是首要任务，并表示他希望在国会会议开始后的 100 天内推动加密法案在参议院获得通过。 与民主党同事的对话已经在进行中，这增加了这些法案的一些内容可能获得两党支持的可能性。 阅读更多：

Meme coins have been thrust into the spotlight once again as the controversial MELANIA token makes headlines once again. A Fortune report shows a group of traders that bought millions of dollars worth of MELANIA gained nearly $100 million in profits by selling the meme coin at its peak.  Dogecoin (DOGE), Shiba Inu (SHIB) and Pepe (PEPE) rallied alongside Bitcoin (BTC) as the largest cryptocurrency beat the $100,000 milestone and climbed past the resistance on Thursday. DOGE, SHIB and PEPE’s price dipped slightly, down 2%, 1.60% and 3.51% on the day.  Table of ContentsDogecoin, Shiba Inu and Pepe rallyBitcoin is back above $100,000 ignites crypto bull runMELANIA makes headlines for wrong reasonsDogecoin, Shiba Inu and Pepe price forecastTop 5 meme coins to watch Dogecoin, Shiba Inu and Pepe rally The top three meme coins ranked by market capitalization observed nearly double-digit gains on Thursday after Bitcoin crossed the $100,000 milestone. DOGE, SHIB and PEPE gained 10%, 9% and 23% on the day, breaking past key resistances on the daily timeframe. On Friday in the early hours, the three meme coins erased part of their gains and faced a correction, likely a result of profit-taking by traders. The two dog-themed cryptocurrencies and the internet meme based-frog are in the spotlight as traders’ portfolios Top 10 meme coins | Source: Crypto.news Solidus Labs’ report shows 98.6% of meme tokens launched on Solana’s Pump.fun launchpad and 93% of liquidity pools on Raydium exhibited signs of what is considered “fraudulent activity.” Fraudulent activity includes pump-and-dump schemes and rug pulls that are common in the meme token ecosystem. You might also like:Ethereum price reclaims $2000: is this the start of a major bull run? Bitcoin is back above $100,000 ignites crypto bull run Bitcoin climbed to $103,268 early on Friday, breaking past sticky resistance at $100,000. One of the biggest drivers of Bitcoin’s breakout is US trade announcements, the return of certainty to tariff negotiations between the United States and several nations and the Federal Reserve’s decision to keep interest rates unchanged.  The next two resistances for Bitcoin are $106,457, a key level for BTC since it hit its previous all-time high and R2 at $109,588. BTC is less than 5% away from the first key resistance. A key technical indicator, the MACD flashes green histogram bars above the neutral line, signaling an underlying positive momentum in Bitcoin’s price trend. BTC/USDT daily price chart | Source: Crypto.news Bitcoin’s rally to $100,000 was accompanied by a rally in top meme tokens across exchanges. You might also like:BTC holds above $100K as markets soar: Can Pepe, Shiba, or Pepeto be the next 100x memecoins? MELANIA makes headlines for wrong reasons MELANIA, the meme coin launched by the United States’ First Lady is making headlines for allegations of a group of traders dumping the token at its peak for nearly $100 million in gains within days of launch.  A Fortune report  shows a vast majority of the MELANIA token was exchanged for USD Coin (USDC), a stablecoin backed by the US Dollar. Another report by the Financial Times alleges that traders purchased millions of MELANIA tokens minutes before the token was publicly launched, raising concerns of “insider groups,” and their trading activity.  MELANIA price is down 97% from its all-time high, trades at $0.3437 on Kraken at the time of writing.  Dogecoin, Shiba Inu and Pepe price forecast Dogecoin is poised to extend gains by another 12% and test resistance at R1, $0.21465, one of the key levels for the meme coin. Another resistance is R2, at $0.24040, as seen on the daily timeframe.  Both R1 and R2 are the upper and lower boundaries of FVGs on the daily price chart. DOGE could find support at $0.16358, as seen in the DOGE/USDT chart.  RSI and MACD support a bullish thesis for Dogecoin, RSI reads 63 and is sloping upwards and MACD flashes green histogram bars above the neutral line, meaning that Dogecoin has a positive underlying momentum in its price trend.  DOGE/USDT daily price chart | Source: Crypto.news Shiba Inu could extend gains by another 10%, and the SHIB/USDT daily price chart looks bullish. SHIB faces resistances at R1 and R2, $0.00001532 and $0.00001688. These are two key resistance levels for Shiba Inu on the daily timeframe. A 10% rally would lead to a re-test of R1 and R2 would come into play as the target for Shiba Inu price.  Shiba Inu could find support at $0.00001215, as seen in the chart below. RSI and MACD support the thesis for price gain.  SHIB/USDT daily price chart | Source: Crypto.news PEPE stands out among the top 3 meme coins with the highest likelihood of gains, 27%. PEPE is positioned for a double-digit price rally and a test of resistance R1 at $0.00001206, the upper boundary of an FVG on the daily timeframe. PEPE could re-test resistance at $0.00001336, and in the event of a correction, the $0.00000828 level could act as support.  RSI is sloping upwards and reads 72, MACD flashes green histogram bars above the neutral line. Both momentum indicators are aligned with an extension of PEPE price rally.  PEPE/USDT daily price chart | Source: Crypto.news Top 5 meme coins to watch As Bitcoin continues its climb past the $103,000 level and beyond, traders expect that BTC will revisit the previous all-time high above $109,000. In that case, the top five meme coins to watch, apart from DOGE, SHIB and PEPE are Official Trump (TRUMP), Bonk (BONK), Fartcoin (FARTCOIN), Pudgy Penguins (PENGU) and FLOKI (FLOKI).  The meme coins based on the Solana and Base chain could potentially rally higher alongside Dogecoin, Shiba Inu and Pepe while market traders’ sentiment remains bullish and Bitcoin rallies. A flash crash in Bitcoin could usher a market correction, typically the most speculative category of tokens suffer steep corrections meaning meme tokens could observe a notable decline.  Disclosure: This article does not represent investment advice. The content and materials featured on this page are for educational purposes only.

2025 年 2 月 21 日，美国证券交易委员会委员海斯特·皮尔斯发表了题为《一定有办法摆脱困境》的声明，它读起来不像是一篇典型的监管评论。标题是对鲍勃·迪伦的《All Along the Watchtower》的致敬，奠定了基调：沮丧、紧迫，甚至可能是对澄清的无声恳求。 SEC 发布了一份正式的信息征求书，公开征求公众对如何确定加密资产是否应归类为证券并受监管的意见。这是多年来首次真正邀请更广泛的加密生态系统参与制定规则。 In response, on March 13, venture capital giant Andreessen Horowitz (A16z) submitted a proposal built around what it calls a “control-based decentralization framework.” The idea is this: if a blockchain network is open, autonomous, and no longer under the control of a central group, then the tokens operating on it shouldn’t be treated as securities. It’s a neat concept — clean, structured, and seemingly grounded in logic. But as I dug into the details and spoke with experts, including Alice Frei, Head of Security and Compliance at Outset PR, a more complicated picture began to emerge. 因为虽然该提案提供了一种潜在的“出路”，但并不是每个人都相信它会带来好的结果。 技术中立监管的前景和问题 A16z 框架的支柱之一是加密监管应该既“优点中立”又“技术中立”。如果加密代币的功能类似于传统资产（例如股票或债券），则应在法律下以相同的方式对待。 但弗雷看到了其中的脱节。 “技术中立的方法在理论上听起来很公平。但它并不完全适用于区块链。加密货币不是传统金融系统的换皮——它是根本不同的东西。它不断重新定义自己的经济和功能特性。” She pointed out how each major innovation in crypto introduced entirely new economic behaviors: Bitcoin with decentralized digital scarcity, Ethereum with programmable governance, DAOs with collective decision-making, NFTs with digital ownership, and DeFi with permissionless financial markets. “These aren’t just new wrappers for old assets. They come with entirely different risk models, incentive structures, and governance challenges. Ignoring that in the name of ‘neutrality’ means we’re regulating what crypto looks like — not what it is.” Code Isn’t the Only Force Driving Markets A16z 提案中的另一个关键论点是，如果代币的设计完全嵌入代码中（这意味着其经济逻辑是预先编程的和自主的），那么其价值就不应该被视为依赖于第三方的努力。如果这是真的，它就不会通过豪威测试。 但弗雷表示，这种逻辑在当今市场并不成立。 “仅仅因为质押奖励或代币销毁是自动化的，并不意味着市场是......加密货币的估值不仅仅受代码驱动。投机、情绪、宏观事件——这些因素对价格的影响同样大，甚至更大。” 她以比特币的价格走势为例。其代码可能是可预测的——固定供应量、减半周期——但其估值会根据利率、机构采用甚至病毒式推文而大幅波动。 “看看 Terra。它的整个价值主张是一种自我修正的算法稳定币——一种旨在通过基于代码的激励和自动供应调整来维持与美元挂钩的系统。但即便如此，也无法抵挡投机浪潮。一旦信心崩溃，算法就会失控。数十亿美元在几天内化为乌有。代码没能拯救它。” The Contradiction of ‘Control-Based Decentralization’ One of the more debated parts of A16z’s proposal is the phrase itself:控制型分权。根据该框架，如果运营、经济和治理控制已经足够分散，则网络应被视为分散的——因此不受证券交易委员会的管辖。 但弗雷对权力下放可以如此明确地衡量的想法提出了质疑。 “在缺乏控制的情况下构建权力下放已经很棘手了。但是当你开始建立清单来定义它时，你可能会误将表面权力下放当成真正的自治。” 她解释道，实际上，大多数所谓的去中心化系统仍然涉及影响中心点。开发人员保留对升级的控制权。治理代币通常将权力集中在早期投资者手中。而交易所和托管人等基础设施仍然是中心化的瓶颈。 “True decentralization is a spectrum,” she said. “It’s not a yes-or-no checkbox. And pretending it is opens the door to performative decentralization that looks good on paper but doesn’t hold up in reality.” A Potential Regulatory Loophole 弗雷警告说，更大的担忧是 A16z 提出的框架很容易被利用——尤其是在没有严格的执行标准的情况下。 “你可能有一个从外部看起来是分散的项目，但仍然有内部人员在操纵。” 这可能意味着代币分配看似广泛，但幕后却有紧密的协调。或者治理结构看似民主，但其目的是将决策权集中到少数人手中。或者协议将控制权转移的时间刚好足以通过监管测试，但之后又以不同的名义重新集中。 她说：“如果我们不小心，这就会成为监管套利的指南，而不是透明度的指南。” 我们接下来要去哪里？ To be clear, Frei doesn’t dismiss the effort behind A16z’s proposal. Like many in the industry, she welcomes the discussion and agrees that regulatory clarity is urgently needed. But she’s skeptical that a framework based on rigid decentralization checklists can truly reflect the complexity of today’s crypto landscape. “We need a model that respects the innovation happening in this space,” she said, “but doesn’t ignore the human, economic, and governance dynamics driving it.” That means acknowledging that technology is not neutral — it changes how assets behave. It means recognizing that markets are emotional, not mechanical. And it means treating decentralization as a moving target, not a box to tick. As for the SEC, it now faces the difficult task of turning all this feedback into actionable policy. Whether or not A16z’s framework makes it into the final picture, one thing is clear: the conversation has only just begun. 在我们结束时，弗雷告诉我：“我们的目标不仅仅是监管加密货币。我们要以一种保护人们的方式来做到这一点——而不是假装这个领域不是它本来的样子。” 也许，只是也许，有办法摆脱困境——但前提是我们必须诚实地认清我们的出发点。