特朗普的关税威胁到美国比特币挖矿，中国将征收 34% 的出口关税

欧洲加密支付巨头 Ari10 首席执行官马特乌什·卡拉 (Mateusz Kara) 表示，唐纳德·特朗普总统对稳定币的支持可能更多地与金融工程无关，而更多是出于区块链创新。 USD1 是一种新的与美元挂钩的稳定币，由美国总统唐纳德·特朗普及其家人支持发行。这似乎是加密货币被主流采用的又一步，鉴于特朗普对该行业的公开支持，这一举措也是理所当然。但对于领先的欧洲加密支付提供商 Ari10 的首席执行官马特乌什·卡拉来说，这种稳定币预示着更大的事情：美国主导的重塑全球债务市场的战略。 卡拉在发给 crypto.news 的声明中表示：“我不太相信特朗普突然对稳定币和区块链的热爱。”“加强稳定币市场的真正目的是让世界成为一个新的、接受美国债券的市场。” 你可能还喜欢：与特朗普有关的 WLFI 投资 300 万美元，MNT 飙升，涨势会持续吗？ Kara 表示，该机制简单但功能强大。要发行像 USD1 这样的稳定币，平台需要购买美元和短期国债。这为全球债券发行创造了一个新的、去中心化的渠道。 他解释道：“这是美元扩张的新机制。它将通过刺激债务需求来帮助美国以更低的成本借贷。” 1 美元加入竞争行列 USD1 于 3 月 25 日由特朗普家族旗下的去中心化金融企业 World Liberty Financial 推出。该代币由美国国债、现金等价物和存款以 1:1 的比例支持，并将在以太坊和币安智能链上运行。据 CNBC 报道，该计划已经获得了超过 5 亿美元的资金和 85,000 名经过验证的用户的支持。 It enters a stablecoin market that has grown more than 46% in the past year, with players like Tether, Circle, PayPal, and Ripple competing for dominance. Treasury Secretary Scott Bessent recently said stablecoins will be a key part of ensuring “the U.S. remains the dominant reserve currency.” 这对欧洲意味着什么 对于欧洲市场，Kara认为USD1的推出应该起到一个警示作用。 他说：“欧洲必须加强基于欧元的稳定币基础设施。否则，基于美元的稳定币将主导数字金融体系。” 他还强调，监管方面的进步（例如欧盟的 MiCA 框架）对于为稳定币创新创造更安全、更具竞争力的环境至关重要。尽管最近的黑客攻击和交易所丑闻动摇了投资者的信心，但 Kara 认为监管可以提供恢复信任所需的安全性和透明度。 最终，USD1 可能更多地体现的是软实力，而不是加密货币的实用性。通过将美元支持的稳定币整合到全球金融体系中，美国可以创建一个新的债务分配渠道，绕过传统银行业务，以可编程、无边界的形式扩大美元的影响力。 卡拉警告说，欧洲能否迎接挑战取决于其行动的速度。 他说：“稳定币不再只是加密货币。它们正在成为全球货币战略的工具。” 你可能还喜欢：庞普利亚诺和塞勒呼吁建立储备，比特币竞赛愈演愈烈

在 4 月 1 日短暂回升之后，比特币和主要山寨币在解放日之前再次开始下跌。 The market started the week on a stronger note, bouncing back as traders welcomed signs that U.S. President Trump had finally landed on a trade strategy after weeks of unpredictable tariff threats. His back-and-forth stance on major trading partners had kept investors on edge, so even a hint of clarity brought some relief. Ethereum, Dogecoin, and Solana joined Bitcoin (BTC), which rallied more than 3.3% on Tuesday, in the broader market recovery. Ethereum (ETH) climbed to around $1,917, up 4% on the day. Dogecoin (DOGE) touched just over $0.17, a 3% rise, while Cardano (ADA) ticked up 2.5%. Still, the momentum fizzled out quickly as underlying concerns came back into focus. However, with Trump’s reciprocal tariffs set to be introduced today, market anxiety has resurfaced. At press time, BTC had fallen 1.36% from its April 1 high of $85,413. Major altcoins like ETH, XRP (XRP), SOL, and DOGE have been hit harder, seeing losses ranging between 3-5%.  由于避险情绪盛行，全球市值下跌 2.1% 至 2.85 万亿美元。包括标准普尔 500 指数和罗素 2000 指数在内的传统市场在过去一周也出现下跌，而 Nvidia、亚马逊和特斯拉等主要科技股同期下跌了 5-7%。 分析师目前对市场下一步行动存在分歧。 你可能还喜欢：这就是为什么加密货币市场和黄金价格在解放日之前出现分歧 历史会重演吗？ According to crypto analyst Ash Crypto, the last major tariff standoff in 2019 saw the Nasdaq sink 12% while Bitcoin surged nearly 70% as investors looked for safety outside traditional markets. BTC jumped from under $6,000 to almost $13,800 in just a few months, while gold also saw a similar safe-haven inflow. That move, the analyst explained, wasn’t driven by fear alone—it was also fuelled by the Federal Reserve implementing three rate cuts that year, “flooding the market with cheap money,” which helped lift both stocks and crypto later in the cycle. Essentially, traders were bracing for the worst but also banking on central banks to soften the blow. Fast forward to 2025, and while the setup feels familiar, the analyst pointed out a few key differences.  According to the analyst, inflation is already running hot, which limits the Fed’s ability to maneuver. Unlike 2019, they might not be able to cut rates aggressively this time around. That means risk assets, including crypto, may not have the same cushion if markets start to wobble. Still, Ash Crypto suggests that Bitcoin could decouple from equities again, especially if trade tensions escalate further. However, he cautioned that if China retaliates with its own set of tariffs or if inflation continues to rise, the Federal Reserve may delay rate cuts, potentially triggering renewed volatility across both crypto and traditional markets. 专家们意见不一 前 BitMEX 首席执行官 Arthur Hayes 认为，比特币实际上可以在当前环境下蓬勃发展。在他看来，关税不会阻止比特币的发展；事实上，关税可能会加速比特币的下一步大动作。 海耶斯认为，如果经济因为进口成本上升而放缓，美联储将被迫采取流动性措施，就像过去的危机中所做的那样。 海耶斯预测，如果美联储放松货币政策以应对经济增长放缓，黄金价格可能升至 11 万美元。他还指出，如果关税超过 50%，黄金涨势可能会进一步加强，而去中心化资产需求的上升将推动黄金价格上涨。 然而，像彼得·希夫这样的批评者并不相信这种乐观的说法。这位长期对比特币持怀疑态度的人认为，解放日最终可能会暴露加密货币的内在脆弱性，尤其是如果新关税引发经济混乱的话。在这种情况下，希夫预测比特币可能会跌破 50,000 美元。 He’s also dismissive of the optimism around Trump’s pro-crypto stance, saying it won’t matter much if inflation spikes and global growth takes a hit. In his view, traditional safe havens like gold and bonds are far more likely to outperform speculative assets like Bitcoin if things get rough. Market analyst Alex Kruger has also warned that a hardline tariff policy unveiled on Liberation Day could trigger a 10-15% crash in the crypto market within days. See below: Market views updateMarkets crawl higher if headlines remain neutral to benign this week, then freeze as we await April 2nd, which is reciprocal tariffs day announcement or, as Trump called it, Liberation Day.4 月 2 日与选举之夜类似。这是……— Alex Krüger (@krugermacro) 2025 年 3 月 23 日 阅读更多：特朗普的解放日可能会推高比特币和山寨币的价格

3 月 17 日，比特币交易所交易基金流入资金达 2.746 亿美元，引发人们对可能出现逆转的猜测。 比特币 (BTC) ETF 经历了显著的转变，在 3 月 17 日以 2.746 亿美元的巨额流入结束了连续的资金流出，创下了自 2 月 4 日以来的最高单日流入量。所有五只比特币基金均实现净流入，其中富达的 FBTC 以 1.273 亿美元领跑。ARKB 位居第二，录得 8850 万美元的新流入量，其次是贝莱德的 IBIT，为 4230 万美元，Grayscale 的比特币基金为 1420 万美元，Bitwise 的 BITB 为 230 万美元。当天没有一只基金录得净流出。 来源：Farside Investors 虽然这些数字看起来令人鼓舞，但值得注意的是，根据 SoSoValue 的数据，比特币 ETF 刚刚结束了连续五周近 54 亿美元的资金流出。This was largely driven by the macroeconomic uncertainty ensuing after Trump had introduced tariffs, which offset the positive impact of his efforts to buttress Bitcoin and other assets by including them in the strategic reserve. You might also like:U.S. creating a strategic Bitcoin reserve is ‘very significant,’ analyst says Meanwhile, Bitcoin price is currently consolidating around the $83,000 level, currently trading for $82,883 — down by just over 1% for the day. The 20-day exponential moving average sits at $85,559, acting as a dynamic resistance level BTC is struggling to break above. The failure to reclaim the 20-day EMA suggests that bears remain in control. If the price manages to break and hold above the resistance at $85,500, a move toward $88,000 – $90,000 could be on the horizon. However, if it drops below the $82,000 support, further downside toward the next support level at $80,000 might be in store. 来源：crypto.news 然而，如果我们缩小范围，整体趋势仍然表明长期看涨潜力，因此 3 月 17 日 2.746 亿美元的流入可能是在长期流出期后机构信心重现的信号。 据交易员 Coinvo 称，比特币价格最近突破了杯柄形态，并形成了看涨旗形形态，预示着未来几个月可能会上涨至 125,000 美元。因此，只要比特币能够收复关键阻力位，82,000 美元至 83,000 美元附近的看跌盘整可能成为下一次上涨的基础。 来源：Coinvo 的 X 帖子 你可能还喜欢：Bitcoin price on the verge of a breakout if this historical pattern repeats Disclosure: This article does not represent investment advice. The content and materials featured on this page are for educational purposes only.

在社区就行政结构持续变化进行辩论之际，Lido Finance 的联合创始人 Konstantin Lomashuk 透露，以太坊将成立“第二基金会”。 洛马舒克 (Lomashuk) 于 12 月首次提出了这个想法，在社区的广泛反对下，他对以太坊 (ETH) 基金会的运营表示保留。 Lido 的联合创始人在同一个场合解释道：“‘第二基金会’的理念更多的是创造不同群体之间的竞争，为社区提供选择。”周三，Lomashuk 引用了第二基金会 X 页面，表明有意贯彻这一理念。 ð https://t.co/o1pgQ8J3mCâ Konstantin Lomashuk cyber/acc (@Lomashuk) 2025 年 1 月 22 日 这一发展发生在以太坊社区和更广泛的加密领域中，许多人批评以太坊基金会的结构，认为其过度中心化，过于关注第 2 层网络而不是核心的 ETH 层。 为回应批评，以太坊联合创始人 Vitalik Buterin 分享了详细计划，详细改革以太坊基金会的决策方式。Buterin 在 X 上的帖子非但没有平息骚动，反而引发了进一步的审查，因为他实际上将全权控制以太坊基金会的决策方式。 你可能还喜欢：新闻 Vitalik Buterin 为 EF 辩护，称其将在 2025 年继续抛售更多 ETH 用户表示，他的计划与底层的去中心化精神背道而驰，未能解决问题，加剧了人们对 EF 对生态系统日益增强的控制的不满。 “EF 非常深奥，如果不建立长期的研究实力，外来者几乎不可能做出贡献。如果没有竞争，我们就会面临迷失方向的风险，”Lido 的 Lomashuk 去年在调侃第二基金会论文时写道。 关于您对 Lido 的评论：我真的相信可以建立一个真正的 DAO，让以太坊保持去中心化、抗审查，并且不会带来新的弊端。这就是为什么 Lido 计划在 2025 年第一季度推出双重治理，这是一种缓解 LDO 的解决方案……https://t.co/stuyQfRaVrâ Konstantin Lomashuk cyber/acc (@Lomashuk) 2024 年 12 月 10 日 Lido 协议是 Ether 质押的主要平台，质押是指锁定代币以保护区块链网络并获得被动收益。Lomashuk 的项目是最大的 ETH 验证者，约 28% 的 ETH 质押供应都存放在去中心化金融应用程序上。 阅读更多：Vitalik 在持续的争议中为以太坊基金会辩护

Heritage Distilling Holding Company has finalized its Cryptocurrency Treasury Reserve Policy.  This makes it one of the first craft spirits companies to accept and hold Bitcoin (BTC) and Dogecoin (DOGE) formally, according to the company. The policy allows the company to accept both cryptocurrencies as payment via its direct-to-consumer e-commerce platform and to treat them as long-term strategic assets. The company’s board approved the move as part of a broader sales and treasury diversification plan. The initiative was led by the board’s Technology and Cryptocurrency Committee, chaired by digital payments expert Matt Swann.  You might also like:Webull taps Coinbase for crypto custody, trading, and staking Long-term store of value Heritage believes Bitcoin serves as a viable long-term store of value, while Dogecoin is gaining traction as a transactional currency. “Heritage has always been an innovator,” said CEO Justin Stiefel. “Unlike traditional investors who buy crypto with cash, we produce goods with built-in margins that help offset volatility.” Stiefel added that accepting cryptocurrencies offers new financial flexibility and helps the company reach a broader customer base. The company cited data suggesting up to 86 million Americans hold Bitcoin and 83 million wallets hold Dogecoin. Heritage plans to leverage this growing user base, especially as updated accounting standards simplify crypto asset reporting for businesses. The policy includes detailed governance, reporting, and auditing protocols to manage cryptocurrency operations. Heritage joins other firms like Genius Group in exploring crypto-based treasury strategies. You might also like:The Coinbase hack that shadowed its S&P rise — and the investigators who saw it coming