Cboe 将于 4 月 28 日推出 FTSE 比特币指数期货产品

美国国税局提出的一项有争议的税收规则可能会被推翻，因为立法者一直在推动废除该规则。该规则要求去中心化金融经纪人报告加密交易。 2 月 26 日，美国众议院提出一项废除该规则的决议，众议院筹款委员会以 26 票对 16 票通过了废除该规则的决议。该决议现已提交众议院全体会议表决。 如果该法案获得通过，参议院将决定其命运。如果参议院投票成功，该法案将提交给唐纳德·特朗普总统，特朗普可以签署该法案成为法律，也可以否决。但是，如果该法案没有被推翻，该法案将于 2027 年 1 月 1 日生效。 美国国税局于 2023 年 8 月提出并于 2024 年 1 月正式完成的“DeFi 经纪人规则”将要求某些 DeFi 运营商（包括去中心化交易所的前端服务提供商）收集和报告用户交易数据，包括加密货币销售的总收益。 据美国国税局称，它将采用与传统金融机构相同的标准，以“为纳税人提供公平的竞争环境”。 然而，行业领袖对此有不同的看法。筹款委员会主席杰森·史密斯等批评人士认为，这项规则不适用于 DeFi，因为 DeFi 平台通常在没有集中控制的情况下运行，并且从设计上就不会收集用户数据。 DeFi 教育基金首席执行官 Miller Whitehouse-Levine 在评论这一进展时对废除该规则的决定表示欢迎，他认为该规则代表着“非法和违宪的越权行为”，破坏了美国人的金融隐私并扼杀了去中心化金融的创新。 DeFi 的支持者此前曾对隐私问题表示担忧。一些人担心 Uniswap 等平台可能会被要求收集用户身份，这与去中心化金融的基本精神相悖。 Consensys 律师比尔·休斯 (Bill Hughes) 等人则认为，这是上一届政府在离任前严厉打击加密货币的最后一刻的尝试。 你可能还喜欢：DeFi 支持者反对美国国税局税法 美国国税局于 12 月 27 日最终确定该规则的第二天，区块链协会首席执行官克里斯汀·史密斯 (Kristin Smith) 称其“违宪”，并警告说，这可能会将加密创新推向海外。 德克萨斯州区块链委员会主席 Lee Bratcher 也表达了同样的担忧，他表示对于去中心化领域的许多企业来说，合规“实际上是不可能的”。 区块链协会、DeFi 教育基金和德克萨斯州区块链委员会已经起诉美国国税局，声称该规则将迫使 DeFi 开发商遵守他们根本无法实施的法规。 尽管存在争议，但美国国税局立场坚定。该机构在与财政部的联合声明中驳斥了 DeFi 应被豁免的论点，称“拥有技术专长并经营与金融服务相关的交易或业务的人员应遵守与任何其他经营金融服务业务的人员相同的规则。” 阅读更多：SEC 放弃对阻止有争议的加密货币经纪自营商规则的裁决的上诉

周三，由于市场正在等待今年首个利率决定，比特币、山寨币以及股票和债券等其他资产都在窄幅区间交易。 比特币（BTC）交易价格为 102,000 美元，而以太坊（ETH）、瑞波币（XRP）和 Solana（SOL）等热门山寨币下跌不到 5％。跌幅最大的是 DeXe、Raydium、Jupiter 和 Pudgy Penguins，跌幅均达到两位数。 包括穆罕默德·埃尔-埃利安 (Mohammed El-Erian) 在内的著名经济学家预计，联邦公开市场委员会 (FOMC) 将维持利率在 4.50% 不变。 今天是美联储最高政策制定委员会联邦公开市场委员会 (FOMC) 的今年第一次会议。预计美联储将维持利率不变并发布基本不变的声明。我怀疑鲍威尔主席在声明之后召开新闻发布会的目的是……â Mohamed A. El-Erian (@elerianm) 2025 年 1 月 29 日 你可能还喜欢：美国银行称美联储应停止降息——加密货币将如何应对特朗普2.0？ 暂停加息并不令人意外，因为自去年 12 月会议以来，官员们已多次暗示暂停加息，当时他们将利率下调了 0.25%。随附的点阵图显示，今年仅降息两次，低于此前的四次指引。 因此，初步利率决定可能对比特币和山寨币价格影响不大。相反，杰罗姆·鲍威尔对今年晚些时候预期的声明将成为主要催化剂。 根据最近的经济数据，他不太可能改变两次降息的立场。通货膨胀率仍然居高不下，总体消费者价格指数从 11 月的 2.7% 上升至 12 月的 2.9%。核心通胀率仍保持在 3% 以上，超过了美联储 2% 的目标。 美联储预计通胀将长期维持高位，尤其是如果唐纳德·特朗普继续推进其拟议的进口关税。当美联储采取强硬立场时，比特币和股票等其他风险资产通常会下跌。 美联储加息前比特币价格形成风险格局 BTC 价格图表 | 来源：crypto.news

Robinhood reported one of its strongest quarters yet, with Q1 revenue rising 50% year-over-year to $927 million and net income more than doubling to $336 million. Robinhood reported first quarter results after Wednesday’s closing bell. Earnings per share of 37 cents was up 106% from last year while revenue of $927 million was up 50% year-over-year. The company saw record net deposits of $18 billion and reached new highs in Robinhood Gold subscribers, which climbed 90% to 3.2 million. The trading platform also continued to roll out new products, including AI-powered financial planning tools and an expanded prediction markets hub. Robinhood closed its acquisition of TradePMR and is on track to complete its purchase of Bitstamp later this year. The board expanded its share buyback program by $500 million to $1.5 billion, citing confidence in long-term growth. You might also like:Robinhood rolls out new Amazon-inspired subscription model Analyst: no longer a ‘joke’ Mizuho analyst Dan Dolev praised Robinhood’s performance during a CNBC interview following the report. He described the report as “one of their best quarters on record,” noting the company’s all-time highs in funded accounts and revenue. The stock traded lower by 4% following the report, suggesting the dip represents “a buying opportunity.” Robinhood’s stock recovered from its morning lows of $46.53 and traded at $48.64 at press time, down less than 1%. “They’re getting into Asia, they’re getting into Europe,” the analyst said. “Their product velocity is the best one I’ve ever seen with Robinhood Gold. Pretty much every quarter there is something new and so I think over time what you are going to see is that they are not going to bifurcate from the volatility, but they’re going to fare better than the volatility.” Robinhood deserves credit for its aggressive push into what Dolev describes as a $600 billion total addressable market. The company is seeing strong results, notably from higher net-worth clients that typically flock to legacy platforms like Schwab and Interactive Brokers. “Three years ago everyone thought [Robinhood] was a joke for millennials,” Dolev said. “And now people are taking them really seriously. And I think their competitors are getting worried about them taking assets away.” You might also like:Robinhood & Kalshi debut sports prediction market for college basketball

著名投资者史蒂芬·韦斯通过贝莱德的 iShares ETF 从其比特币仓位中获利。 肖特山资本合伙公司 (Short Hills Capital Partners) 创始人兼执行合伙人韦斯在 CNBC 的《中场报告》中表示，他从投资贝莱德 iShares 比特币信托中获得了利润。 韦斯透露，他的交易计划一直是在比特币势头冷却时出售部分头寸。当美国证券交易委员会批准十几只现货比特币交易所交易基金时，比特币的交易价格低于 45,000 美元。1 月 20 日，这种加密货币创下了 108,786 美元的历史新高，比上一年的价格上涨了一倍多。 美国证券交易委员会于 1 月批准了贝莱德的交易所交易基金。自那时以来，已有超过 550 亿美元的投资者资金流入 iShares 比特币基金，使其成为华尔街交易所交易基金市场 12 支比特币基金中规模最大的基金。 “我减持了 20% 的仓位......但这仍然是一笔有利的交易，”韦斯告诉 CNBC，但他没有透露其仓位规模或利润价值。 你可能还喜欢：比特币牛市结束了吗？随着市场降温，山寨币将迎来哪些发展？ 比特币在过去一个月内下跌了 7%，目前仍比 1 月份的峰值低 11%，这促使韦斯表示其“势头已经消退”。 比特币价格在 90,000 美元至 100,000 美元之间波动数周后，可能会出现 10% 的回调至 86,000 美元，然后才会触底。底部是指资产建立的新支撑位，以反弹。Fundstrat 研究主管、比特币支持者 Tom Lee 淡化了任何可能的下跌和市场波动。Lee 对比特币的目标价格预测是 2025 年现货价格为 250,000 美元。 阅读更多：Fundstrat 的 Lee 表示，比特币价格将达到 25 万美元

A group of Democratic U.S. senators is calling for a federal investigation into Binance’s connections with the Trump family’s cryptocurrency venture, World Liberty Financial. This investigation request following a $2 billion investment that raised compliance concerns, according to Bloomberg reporting. In a letter to Treasury Secretary Scott Bessent and Attorney General Pam Bondi, Senators Elizabeth Warren, Chris Van Hollen, Sheldon Whitehouse, and Richard Blumenthal requested a review of the transaction, Binance’s U.S. exit plans, and whether a pardon for former CEO Changpeng Zhao is under consideration. The letter follows revelations that Abu Dhabi-based firm MXG used USD1—a stablecoin issued by World Liberty Financial, a company tied to the Trump family—to invest in Binance.  The transaction, made public on May 1, has sparked fears of regulatory conflicts and potential political influence. World Liberty co-founder Zach Witkoff confirmed that USD1 was selected to close the investment during a panel appearance with Eric Trump at the Token2049 conference in Dubai. You might also like:Abraxas Capital withdraws $297M in ETH, signaling a bullish market shift Binance’s rocky past  Binance previously admitted to violating U.S. anti-money laundering and sanctions laws, agreeing to a $4.3 billion settlement and pledging to withdraw from the U.S. market. CZ resigned as CEO and served four months in U.S. custody as part of the plea deal reached with the Treasury Department, the Department of Justice, and the CFTC. The senators warned that Binance’s use of a Trump-affiliated stablecoin “raises even more urgent questions” about the exchange’s compliance. They also cited reports that Zhao had lobbied for a potential presidential pardon and that the Trump family discussed acquiring a stake in Binance.US. Lawmakers are requesting updates by May 21 on Binance’s adherence to its plea agreement, its timeline for leaving the U.S., and any communication with federal agencies regarding USD1 or pardons. The letter comes as Senate Democrats recently blocked a stablecoin bill, citing the lack of provisions to bar Trump and other senior officials from profiting from crypto ventures while in office. The bill’s future remains uncertain, but discussions are ongoing. You might also like:Bitcoin and Ethereum on alert as $3b worth of options expire on Friday