3iQ 和 Figment 将推出北美首个 Solana 权益 ETF

Standard Chartered’s Geoffrey Kendrick is doubling down on a bullish outlook for Bitcoin, forecasting the cryptocurrency will hit $120,000 in the second quarter of 2025 before rising toward $200,000 by the end of the year. In a note published April 28, Kendrick cited strategic asset reallocation away from U.S. assets, strong Bitcoin (BTC) accumulation by “whales,” and increasing ETF inflows into Bitcoin as key factors supporting the rally. According to Kendrick, the U.S. Treasury term premium, which historically correlates closely with Bitcoin price movements, has reached a 12-year high.  This suggests that U.S.-based investors may be reallocating capital from domestic bonds to alternative assets such as Bitcoin. Kendrick also pointed to Bitcoin’s price behavior in previous cycles, where periods of sideways movement often preceded sharp upward moves. Recently, a consortium of global banks, including Deutsche Bank and Standard Chartered, explored ways to expand their cryptocurrency operations in the U.S. Their renewed interest followed traditional finance’s shift back into crypto, after the collapse of FTX and the shutdown of two major crypto-friendly banks.  The banks’ evaluation reportedly coincided with former President Donald Trump’s promise to make the U.S. a more crypto-friendly country. You might also like:Stocks edge higher ahead of big earnings week Bitcoin’s new all-time high? Bitcoin is currently trading around $95,000, up roughly seven times from its November 2022 lows, reinforcing optimism that a major rally could be imminent. If Bitcoin reaches $120,000 in Q2, as Kendrick projects, it would mark a new all-time high, surpassing previous peaks seen in late 2021 and early 2022. Standard Chartered sees further gains extending into the summer, ultimately pushing Bitcoin toward the $200,000 mark by the end of 2025. You might also like:‘Collateral of last resort’: Bitcoin price faces a $482 billion catalyst

据 Arkham Intelligence 称，Ethena Labs 于 3 月 25 日又增持了价值 2.25 亿美元的贝莱德 BUIDL 代币。 此次铸造之后，Ethena (ENA) 现在持有总计 12.9 亿美元的 BUIDL 代币。这一估值提升了 Ethena 在不断扩大的代币化美国国债市场的份额。Ethena 的收益合成美元 USDtb 是其战略的核心。 ETHENA 现持有超过 10 亿美元的 BLACKROCK BUIDL 代币ETHENA 刚刚发行了价值 2.25 亿美元的 BUIDL-I 类债券 pic.twitter.com/HRmuO6fuyP— Arkham (@arkham) March 25, 2025 USDtb 为投资者提供美国国债收益率，同时保持链上可访问性。根据该平台网站的数据，该代币目前由 14 亿美元的资产支持，其中 90% 是 BUIDL 代币，还有 Tether (USDT) 和 USD Coin (USDC)。 根据 RWA.xyz 的数据，代币化美国国债的平均收益率为 4.34%，已发展成为一个价值 52 亿美元的市场。随着区块链技术提高结算速度和市场效率，该行业吸引了越来越多的机构参与者。 你可能还喜欢：贝莱德为欧洲客户推出比特币 ETP BUIDL 的正式名称是贝莱德美元机构数字流动性基金，是一只代币化货币市场基金，于 2024 年 3 月与 Securitize 合作推出。它通过投资现金、国库券和回购协议提供美元收益。 BUIDL has grown rapidly, surpassing $1.9 billion in assets under management and gaining a 37% market share of the tokenized U.S. Treasuries market. Its growth has outpaced that of rivals like Franklin Templeton’s On-Chain U.S. Government Money Fund ($692 million) and Hashnote’s Short Duration Yield Coin ($751 million). On Mar. 25, BlackRock and Securitize announced BUIDL’s expansion to Solana (SOL), making it available on seven blockchains, including Ethereum (ETH), Aptos (APT), and Arbitrum (ARB). BUIDL is also becoming a key reserve asset for DeFi applications like Sky (formerly MakerDAO).  与此同时，富达投资正准备推出代币化的美国货币市场基金和自己的稳定币。这些发展表明，人们对将传统金融与基于区块链的资产相结合的兴趣日益浓厚。 阅读更多：WLFI 确认推出由美国国债支持的 USD1 稳定币

Crypto Quant 首席执行官 Ki Young Ju 表示，在特朗普宣布美国加密储备正在进行中后，加密市场正在变成“美国的武器”。 在最近的一篇文章中，Ju 分析了特朗普在真相终端上发布的最新声明，该声明推动了美国加密储备中主要代币的上涨。 在特朗普分享关于国家加密货币储备的初始帖子（仅提到 XRP (XRP)、Solana (SOL) 和 Cardano (ADA)）两小时后，他首次注意到特朗普提到了比特币 (BTC) 和以太坊 (ETH)。 “我可以这样解读他的推文吗？BTC 和 ETH，请向我展示你们对我和美国的战略价值。我刚刚与 XRP、SOL 和 ADA 达成了交易，”Ju 写道。 这篇帖子之后，CryptoQuant 首席执行官在另一篇帖子中表示，加密货币市场“日益成为美国的武器”。他指出，自特朗普当选总统以来，加密货币不再被视为“非法”的东西，因为它现在有利于特朗普和美国的国家利益。 加密货币市场越来越成为美国的武器。自特朗普当选以来，普遍的道德标准已经下降。现在，如果某件事对特朗普有利并符合美国国家利益，它就不再被视为非法。尽管在没有……的情况下开放了市场https://t.co/kBQLOywPHe— Ki Young Ju (@ki_young_ju) 2025 年 3 月 3 日 “最终，‘服务于美国国家利益的货币’可能会对除美国以外的所有国家不利。这似乎是一种主宰加密货币市场并吸收外国资本的策略，”Ju 说道。 由于这种新模式，Ju 表示，特朗普认可加密货币并将其整合成一种工具以使美国成为“世界加密之都”的方式可能会对比特币和以太坊构成威胁。 你可能还喜欢：卡尔达诺被列入特朗普加密战略储备计划后上涨逾 75% Ju 认为，美国正在推动的议程可能对这两种最大的加密货币“不利”，因为 BTC 和 ETH 致力于分散金融体系并成为公共利益的工具，而不是为特定利益相关者或国家谋福利的东西。 他总结道：“从特朗普最近的帖子来看，比特币和以太坊似乎被标记为‘既不是朋友也不是敌人’。” Though in a separate post, Ju clarified that he did not intend to “judge” the U.S. Instead, he said his analysis came from a feeling of “admiration, [I’m] amazed that a country can move this swiftly.” 特朗普的加密货币储备声明在加密货币领域掀起了波澜，推动加密货币市场价值达到 3000 亿美元。声明发布后不久，比特币飙升 8%，终于从低迷中恢复过来，突破了 93,000 美元。 与此同时，以太坊上涨了 11%。该声明还引发了 Cardano 的大幅上涨，最高涨幅达到 75%。 阅读更多：卡尔达诺被列入特朗普加密战略储备计划后上涨逾 75%

美国证券交易委员会已正式承认 Grayscale 提交的现货 XRP 和狗狗币交易所交易基金申请，启动审查流程，这些加密基金可能会在今年晚些时候上市。 2 月 13 日，委员会发布了 Grayscale 19b-4 表格申请通知，这是 240 天审查和决定申请期限开始前的程序步骤。 申请一旦进入联邦公报，倒计时就开始了，这通常在委员会确认申请后的几天内发生。如果尽快处理，最终决定可能会在 10 月中旬做出。 福克斯商业记者埃莉诺·特雷特 (Eleanor Terrett) 在评论这一进展时解释说，虽然承认并不意味着“自动批准”，但它仍然标志着美国证券交易委员会立场的显著转变。 你可能还喜欢：纽约证券交易所的 XRP ETF 灰度文件 她回忆说，去年 12 月，在当时由 Gary Gensler 领导的 SEC 表示不会与交易所合作后，交易所撤回了 Solana ETF 申请。相比之下，在新的领导下，SEC 似乎更愿意考虑此类申请，这增强了人们对这些基于加密货币的产品最终可能推出的希望。 展望未来，Terrett 预计 SEC 将很快将注意力转向其他追随 Grayscale 脚步的发行商的 XRP ETF 申请。另外四家发行商，即 Bitwise、21Shares、Canary Capital 和 WisdomTree，已提交了自己的提案，目前正在等待批准。 纽约证券交易所 Arca 于 1 月 30 日向美国证券交易委员会提交了拟议的规则变更，以列出和交易 Grayscale XRP Trust 的股票，随后于 1 月 31 日为 Grayscale Dogecoin Trust 提交了类似的文件。

Two suspects tied to a South American cargo theft ring were arrested after Los Angeles police recovered over $3.9 million in stolen goods—including $2.7 million worth of Bitcoin mining computers intercepted at LAX. Detectives from the LAPD’s Cargo Theft Unit, working with the Los Angeles Port Police and other agencies, apprehended Oscar David Borrero-Manchola, 41, and Yonaiker Rafael Martinez-Ramos, 25, following an investigation into stolen cargo linked to the South American Theft Group.  The mining equipment was recovered as it was being loaded onto a plane bound for Hong Kong. The seizure highlights the scale and sophistication of ongoing cargo theft operations targeting high-value tech shipments.  Bitcoin (BTC) mining computers, which require significant investment and are often in high demand, have become a growing target for organized theft groups. Authorities also recovered $1.2 million in additional stolen goods, including tequila, electronics, and pet food, from storage units in the San Fernando Valley. Borrero-Manchola was cited and released, while Martinez-Ramos remains in custody on a no-bail warrant. The investigation is ongoing, with officials warning that more arrests may follow as law enforcement continues efforts to safeguard commercial cargo routes. You might also like:Coinbase, Pantera back $29m raise for crypto staking protocol Symbiotic