Bitwise：GENIUS法案影响堪比BTC现货ETF
2025-05-21 00:28:31
Bitwise首席投资官Matt Hougan重磅解读：美国《GENIUS法案》通过将如何重塑加密货币市场格局？
本周一，美国参议院以66票赞成对32票反对的压倒性结果通过了具有里程碑意义的《GENIUS法案》终结辩论。值得注意的是，16名民主党议员跨越党派界限投下赞成票，凸显该法案获得的跨党派支持。
作为美国首个针对稳定币的全面监管框架，该法案的通过被视为继2024年1月比特币现货ETF获批后，加密货币行业最重要的监管突破。多位分析师认为，其实际影响可能超越比特币ETF的里程碑意义。
Bitwise首席投资官Matt Hougan在最新市场分析中强调："这为比特币以外的加密资产创造了长期牛市的基础条件"。根据Bitwise研究显示，监管明确性将主要利好以下赛道：
- 智能合约平台：以太坊(ETH)、Solana(SOL)
- DeFi协议：Uniswap(UNI)、Aave(AAVE)
- 稳定币发行商：监管合规性要求提升行业门槛
对投资者的潜在影响：
1. 机构资金入场加速：监管框架完善将吸引更多传统金融机构配置加密资产
2. 市场分化加剧：合规项目将获得估值溢价，监管风险高的资产可能被市场淘汰
3. 长期投资窗口打开：监管确定性消除政策不确定性，适合中长期资产配置
4. DeFi赛道价值重估：符合监管要求的去中心化金融协议可能迎来价值发现
7x24 Newsflash
00:40 2025-06-09
A PEPE whale deposited 6,200 ETH into Binance in the past three days, with an average price of $2,492According to on-chain analyst Ember Monitoring, the whale 0x3c9, which sold PEPE for $6.86 million a few days ago, has started to sell ETH again: In the last 3 days, 6,200 ETH (15.45 million dollars) have been transferred into Binance, with an average price of 2,492 dollars. The whale currently has about 36,700 ETH (92.22 million dollars) in multiple DeFi protocols.
00:31 2025-06-09
10X Research: Bitcoin's Next Move Could Set Market Tone Throughout SummerBitcoin is hitting key technical resistance levels and its next move could set the market tone throughout the summer, 10x Research said in a social media post. Funding rates, trend breakouts and contrarian positions are lining up in ways not seen in months, signalling high confidence levels.
At the same time, Ethereum fundamentals are quietly weakening, while some counterfeit products are becoming active. Additionally, as Circle celebrates its IPO, Tether has quietly resumed full-speed coinage.
23:45 2025-06-08
Musk said he has not seen the "big and beautiful" bill, US Speaker: We have discussed it many timesAccording to the US political news website AXIOS, on June 8 local time, Johnson, the Speaker of the US House of Representatives, said in an interview with ABC that Musk's online attacks on President Trump and the "Big and Beautiful" bill were disappointing. He said that he had not spoken to Musk on the phone since the 2nd. In response to Musk's remarks on the 5th that he had never seen the "Big and Beautiful" bill, Johnson responded that he was disappointed and surprised. He said he had met with...
23:33 2025-06-08
Golden Morning News | List of important developments overnight on June 921:00-7:00 Keywords: IBIT, Coinbase, HR 3798
1. BlackRock's IBIT holdings are worth more than $69.50 billion;
2. Coinbase Bitcoin Premium Index temporarily reported 0.0645%;
3. There will be large unlocks of APT, STRK, IMX and other tokens next week;
4. The total holdings on the US spot Bitcoin ETF chain exceeded 1.10 million BTC;
5. The US House of Representatives has introduced HR 3798 to promote the establishment of a national strategic bitcoin reserve.
6. Slow Mist Cosine issues a question a...
23:33 2025-06-08
Eleanor Terrett: "Alternative Amendment" to CLARITY Act ReleasedAccording to crypto journalist Eleanor Terrett, "Alternative Amendments" (ANS) to the CLARITY Act have been published tonight. The ANS is an updated version of the bill that has been submitted, including recent amendments and additions. The text will form the basis for the Financial Services GOP Committee's review meeting this Tuesday.
22:30 2025-06-08
Slow Mist Cosine issues a question on how public Wi-Fi can successfully implement cryptocurrency theft attacks and seeks real-life case verificationIn response to Kraken's chief security officer Nick Percoco's warning of frequent security omissions at crypto industry conferences and saying that common hidden dangers include public Wi-Fi use, Slow Mist founder Cosine questioned on the X platform: "Ask humbly, what is the harm of public Wi-Fi? How to successfully implement a currency theft attack? Have a real case? Note: Be serious, hacking in this field has been practiced a lot, don't come to false attacks...".
22:02 2025-06-08
The current bitcoin holdings in El Salvador are 6,202According to Mempool data, El Salvador currently holds 6,202.18 BTC, which is about $659 million.
20:53 2025-06-08
The total holdings on the US spot bitcoin ETF chain exceeded 1.10 million BTCAccording to Dune data, the total holdings on the US spot bitcoin ETF chain have exceeded 1.10 million BTC, and now touch about 1.184 million BTC, accounting for 5.96% of the current BTC supply.
19:52 2025-06-08
BlackRock's IBIT holdings are worth more than $69.50 billionBlackRock's official data shows that as of June 9, the market value of IBIT holdings reached $69,574,541.43, and the holdings reached 661,457.76860 BTC.
18:09 2025-06-08
AVAX breaks through $21The market shows that AVAX broke through $21 and is now quoted at $21.01, with a 24-hour increase of 1.16%. The market fluctuates greatly. Please do a good job in risk control.
18:02 2025-06-08
Slow Mist Cosine issues a question on how public Wi-Fi can successfully implement cryptocurrency theft attacks and seeks real-life case verificationIn response to Kraken's chief security officer Nick Percoco's warning of frequent security omissions at crypto industry conferences and saying that common hidden dangers include public Wi-Fi use, Slow Mist founder Cosine questioned on the X platform: "Ask humbly, what is the harm of public Wi-Fi? How to successfully implement a currency theft attack? Have a real case? Note: Be serious, hacking in this field has been practiced a lot, don't come to false attacks...".
17:32 2025-06-08
Casa: It is not recommended to rely on artificial intelligence to explain the technical details of BitcoinIn response to Grok's post that "the Bitcoin block size is about 664 GB, growing by about 72 GB per year, and removing the OP_RETURN limit can increase the block size by about 20%", Casa co-founder Jameson Lopp responded in the X platform: If you rely on artificial intelligence to explain the technical details of Bitcoin, it must be a bad experience. This answer is completely nonsense. The block size data based on OP_RETURN is actually much smaller than the block size based on witness informatio...
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