彭博分析师称，尽管流入量下降，但比特币 ETF 仍保留了 95% 的资本

Michael Saylor’s Strategy has announced aggressive plans to up its Bitcoin acquisitions, and two Wall Street firms are on board. Michael Saylor’s risky bet on Bitcoin (BTC) received a green light from top Wall Street analysts. According to a Friday, May 2 report by Coinbase, analysts from Wall Street research firms Benchmark and TD Cowen endorsed Strategy’s aggressive Bitcoin acquisitions. Mark Palmer, analyst at the research and investment banking firm Benchmark, noted Strategy’s first-mover advantage. He explained that the firm has managed to grow its Bitcoin holdings substantially, projecting a $650 price target from Strategy’s current $395 price. You might also like:0.07% of the market, 16% of the equity raised: How Strategy is redefining corporate leverage Wall Street analysts share bullish targets for Strategy “While the number of companies that have sought to replicate Strategy’s bitcoin acquisition strategy has continued to grow rapidly … MSTR yesterday issued a reminder of the extent of its first-mover advantage and how its ability to accelerate its accumulation of bitcoin has continued to increase as its platform has scaled,” Mark Palmer, Benchmark. Strategy’s CEO, Michael Saylor, recently announced the firm’s plans to use both common stock and debt to substantially increase its Bitcoin holdings. The plan would help the company raise $84 billion, split equally between debt and stock offerings. Strategy announces BTC Yield of 13.7% and BTC $ Gain of $5.8B year-to-date, doubles capital plan to $42B equity and $42B fixed income to purchase bitcoin, and increases BTC Yield target from 15% to 25% and BTC $ Gain target from $10B to $15B. $MSTR $STRK $STRF— Strategy (@Strategy) May 1, 2025 While the plans are ambitious, TD Cowen analyst Lance Vitanza stated that it is not out of the question. Strategy’s current market cap of $111 billion boosts the credibility of the raise. Vitanza also shared his price target of $550. Strategy currently holds 553,555 Bitcoins, representing about 2.5% of the total supply. While the company’s performance has been strong, often outperforming Bitcoin itself, its highly leveraged position is not without risk. While Bitcoin remains stable, Strategy can reap significant gains for investors. However, a substantial drop in BTC price would make the company’s debt unsustainable. What is worse, if Strategy were forced to sell some of its BTC to pay off its debts, it could have a cascading effect on the Bitcoin markets. Read more:Strategy’s BTC gains prompt bullish $521 price target from H.C. Wainwright

XRP 在 2025 年接连创下关键里程碑，而比特币却让期待大幅上涨的用户感到失望。随着美国证券交易委员会 (SEC) 与瑞波币 (Ripple) 的法律纠纷接近尾声，以及瑞波币的胜利，XRP 在 1 月份创下 3.40 美元的峰值，为长期持有者带来了丰厚回报。 比特币（BTC）在地缘政治危机中逐渐失去其作为“避风港”的优势，以太坊处于衰退状态，XRP 成为 2025 年最大加密货币“数字黄金”叙事的主要竞争对手。 目录Ripple 诉讼法律剧：快速回顾XRP 凭借诉讼胜利赢得机构信任和需求比特币的数字黄金叙事正在消退XRP 能成为数字黄金吗？XRP价格预测 Ripple 诉讼法律剧：快速回顾 与美国证券交易委员会（SEC）斗争了近五年的支付汇款公司Ripple最终胜诉，并以5000万美元达成和解。SEC最初寻求的赔偿金额为1.25亿美元。此次和解为XRP账本的原生代币XRP提供了法律上的明确性，使其能够在交易所平台上自由交易。 最后的冲刺和最后的点睛之笔——这应该是我对 SEC 诉 Ripple 案的最后一次更新了……上周，SEC同意无条件撤回上诉。@Ripple现已同意撤回交叉上诉。SEC将保留1.25亿美元罚款中的5000万美元（已在……— Stuart Alderoty (@s_alderoty) 2025年3月25日 这场法律纠纷破坏了 XRP 多年的发展，导致其从主要交易所退市、Ripple 失去业务和合作伙伴关系，以及用户总体需求和采用率下降。 SEC 诉 Ripple 案的结束为机构采用、零售交易者重新产生的兴趣以及在整个生态系统的主要交易平台上上市打开了闸门。 您可能还喜欢：报告：美国财政部暗示降低对华关税，加密货币价格上涨 XRP 凭借诉讼胜利赢得机构信任和需求 Institutions such as Coinbase Derivatives, Bitnomial, and ProShares have filed for ETFs tied to XRP. Coinbase Derivatives listed XRP futures on April 21, stating that the contracts are overseen by the CFTC and offer a capital-efficient way to gain XRP exposure. We're excited to announce that Coinbase Derivatives has filed with the CFTC to self-certify $XRP futures – bringing a regulated, capital-efficient way to gain exposure to one of the most liquid digital assets.We anticipate the contract going live on April 21, 2025.Stay tuned… pic.twitter.com/nKUPjjnMKW— Coinbase Institutional 🛡️ (@CoinbaseInsto) April 3, 2025 2025 年 3 月，Bitnomial 推出了实物结算的 XRP 期货合约，使其有别于现金结算的期权。 ProShares 最近更新了其申请文件，将 4 月 30 日定为基于 XRP 期货的交易所交易产品的发布日期。Grayscale、Bitwise、21Shares、CoinShares 和 Canary Capital 也提交了现货 XRP ETF 的申请，这表明诉讼案结束后，机构对该资产的信心日益增强。 您可能还喜欢：XRP 价格有望飙升 60%，因鲸鱼购买以及 Paul Atkins 接任 SEC 比特币的数字黄金叙事正在消退 Two key events charting the path for XRP to become the new “digital Gold,” are Bitcoin’s fading association with being digital Gold or a Gold-alternative, and XRP’s rising demand and value amidst institutional investors and traders.  While Bitcoin recently climbed back above $91,000 for the first time in 45 days, XRP has outperformed it with year-to-date gains of 3.71% and six-month gains of over 300%, according to TradingView. Bitcoin’s detachment from U.S. equities and gold’s rally to a new all-time high are shaping the current market cycle. Analysts at JP Morgan noted increased pressure on Bitcoin’s narrative as digital gold under current conditions. JP Morgan analysts said in a written note that the current market condition has increased pressure on Bitcoin’s narrative as digital Gold.  While the shiny metal benefits from economic uncertainty and gains from stronger demand, Nikolaos Panigirtzoglou, Managing Director at JP Morgan says, “ Bitcoin’s volatility and correlation with equities raises questions over its ‘digital gold’ narrative. Looking forward, we see Gold continuing to rise as the major beneficiary of the debasement trade.”  “贬值交易”刺激了对黄金和比特币等抗通胀资产的需求，而这种交易似乎对黄金的利好作用更大。随着投资者采取避险立场，资金正从股票和加密货币流向黄金。 就风险回报而言，比特币的波动性使其对投资者而言与科技股不相上下，摩根大通分析师认为，如果考虑估计生产成本，BTC 的价值为 62,000 美元，并且波动性调整后的价值为 71,000 美元。 XRP 能成为数字黄金吗？ 在全球加密货币基金的周流入量中，XRP 领跑所有其他资产，吸引了 3770 万美元。相比之下，根据 CoinShares 的数据，以太坊和比特币交易所交易产品的周流出量分别为 2670 万美元和 600 万美元。 加密货币资金流向 | 来源：CoinShares XRP is now the third most successful crypto asset this year, with $214 million in net inflows. The combination of investor returns, ETF filings, and renewed demand supports the growing narrative that XRP could be seen as a “digital gold” alternative. U.S. President Donald Trump’s proposed inclusion of XRP in a federal crypto reserve could further strengthen this outlook, especially as Bitcoin continues to lack utility for everyday users outside the crypto ecosystem. XRP price forecast XRP/USDT daily price chart shows two key momentum indicators, the RSI and MACD support a bullish thesis for the second-largest altcoin. XRP could rally 16% to re-test sticky resistance at $2.50.  该水平与 2025 年 1 月高点 3.40 美元至 4 月 7 日低点 1.61 美元跌势的 50% 斐波那契回撤位相吻合。40% 的反弹可能推动 XRP 重新测试具有重要心理意义的 3 美元水平。 RSI 呈上升趋势，目前为 52，高于中性线 50。MACD 也呈现看涨趋势，绿色柱状图已突破中性线。这表明，随着整体加密货币市场的复苏，XRP 的价格走势具有潜在的强势。 XRP/USDT 每日价格图表 | 来源：Crypto.news 如果出现修正或闪电崩盘，XRP 可能会重新回到 2 美元的支撑位，然后走低。 披露：本文不构成投资建议。本页面内容及资料仅供参考。

Tron 创始人孙宇晨在 X 上继续指责总部位于香港的加密货币托管人和 FDUSD 稳定币发行人 First Digital Trust 策划了一项 5 亿美元的挪用公款计划。 在 X 的一篇长文中，孙宇晨继续声称 FDT 及其所谓的同谋通过未经授权的投资和欺诈性地址更改网络非法转移了近 5 亿美元的客户资金。 孙宇晨声称，FDT 与总部位于迪拜的大宗商品公司 Aria DMCC 以及包括 Finaport 和 TrueCoin 在内的其他公司一起，欺骗稳定币发行商 Techteryx 以合法投资为幌子向 Aria DMCC 转移 4.56 亿美元。 Instead of investing in the authorized Cayman Islands-based Aria Commodity Finance Fund, the funds were rerouted to an unrelated entity controlled by Cecilia Brittain, wife of ACFF manager Matthew Brittain. “This is exactly the same as an address replacement attack in crypto,” Sun wrote (post was translated), comparing the scheme to classic blockchain fraud techniques where a wallet address is swapped to misdirect funds.  他还点名了几名涉嫌参与的个人，包括 FDT 首席执行官 Vincent Chok 和 Aria 的 Alex De Lorraine，他声称他们收受了数百万未公开的回扣。 为了掩盖挪用资金的行为，孙某声称，这笔交易后来被错误地贴上了基金认购的标签，使其在纸面上看起来合法。他还声称，至少有1550万美元的挪用资金被汇入了一个名为“玻璃门”的香港账户。 您可能还喜欢：OKX 与渣打银行合作推出加密抵押品镜像计划 诽谤诉讼 Earlier, FDT responded with a defamation lawsuit, accusing Sun of making false and damaging claims about its financial health. The lawsuit, filed in Hong Kong’s High Court, seeks an injunction to stop Sun from repeating the allegations and calls for retractions and damages.  The firm’s FDUSD stablecoin briefly depegged following Sun’s initial insolvency accusations but has since returned to parity. Despite the legal threat, Sun has doubled down, holding a press conference and calling on regulators to scrutinize Hong Kong’s trust sector. A court hearing date has not been set. You might also like:Markets surge on Trump’s tariff pause — but Bitcoin’s recovery may not hold

随着德克萨斯州立法者在参议院推动一项法案，美国各州可能在比特币储备政策方面成功领先于联邦当局。 在美国加密政策竞赛中，3 月 6 日星期四，德克萨斯州参议院的政策制定者以 25 比 2 的投票结果批准了一项将公共资金投资于比特币 (BTC) 的提案。 该法案目前已提交众议院，众议院必须在 5 月 24 日之前采取行动。中本聪法案基金创始人丹尼斯·波特表示，众议院议员可能会加快这一进程，并很快将提案送到州长的办公桌上。 在加密货币游说活动和唐纳德·特朗普再次当选总统的推动下，全国范围内掀起了一股采用比特币的浪潮，二十多个州正在讨论将纳税人的钱用于购买比特币的法案。波特表示，德克萨斯州是美国第二大经济体，国内生产总值达 2.6 万亿美元，犹他州被视为最有可能通过比特币投资法案的州。 你可能还喜欢：由于微软削减 AI 合同，Core Scientific 股价下跌 11% 此外，德克萨斯州的消息是在 3 月 7 日星期五白宫加密货币峰会之前传出的，预计与会者将包括一些业内大人物和巨头。越来越多的猜测是，唐纳德·特朗普总统将在此次活动中公布一项国家比特币战略。 此前，白宫人工智能和加密货币沙皇戴维·萨克斯谴责了政府过去对比特币的管理。美国在 12 年内以 3.36 亿美元的价格出售了 195,000 枚比特币，如果当时继续持有，将损失 170 亿美元的利润。 萨克斯表示，特朗普总统指示白宫加密工作组制定国家 BTC 储备战略。商务部长、前 Cantor Fitzgerald 首席执行官霍华德·卢特尼克 (Howard Lutnick) 也强调了特朗普对比特币储备的兴趣。 特朗普表示，美国加密货币储备将包括 (XRP)、Solana (SOL) 和 Cardano (ADA) 等山寨币，这引发了人们的质疑。Lutnick 预计 BTC 将占据中心位置，而山寨币将受到“不同但积极的对待”。 阅读更多：大卫·萨克斯：美国过早出售被扣押的比特币导致损失 170 亿美元

MicroStrategy 连续第十二周宣布购买比特币，同时还推出新的股票发行，为额外的加密货币收购提供资金。 全球最大的企业比特币（BTC）持有者 MicroStrategy 在唐纳德·特朗普总统执政期间完成第二次购买后，其持有量增至惊人的 471,101 个代币。 根据 MicroStrategy 执行董事长迈克尔·塞勒 (Michael Saylor) 分享的一份披露文件显示，该公司又投资了 11 亿美元的 BTC，以平均 105,596 美元的价格收购了 10,101 个 BTC。 Saylor 的公司于 2020 年开始购买 BTC，已花费 304 亿美元积累了庞大的比特币储备。截至发稿时，这些储备价值近 500 亿美元，BTC 交易价格在 1 月 27 日因股市调整而下跌 4% 后约为 100,000 美元。 24 小时 BTC 价格图表——1 月 27 日 | 来源：crypto.news 你可能还喜欢：加密货币是振兴社区银行和团结双方的关键 | 观点 MicroStrategy 的新 STRK 增加比特币持有量并不是 MicroStrategy 本周宣布的唯一消息。Saylor 还宣布将推出 STRK，这是一种面向机构投资者和特定散户买家的混合证券。