全球加密货币用户态度转变 - 全球范围内将加密货币视为通胀对冲工具的用户比例从第一季度的29%大幅上升至46% [1] - 这一转变反映了用户对全球持续的价格压力和货币疲软的日益担忧 [1] 区域市场动态差异 - 东亚地区用户将加密货币作为通胀屏蔽的比例增幅最大，从23%跃升至52% [2] - 中东地区该比例也从27%上升至45% [2] - 拉丁美洲用户对Dogecoin和Shiba Inu等Memecoin的持有率从27%增长到34% [3] - 南亚地区现货交易比例从45%上升至52%，期货交易比例为46%，远高于29%的全球平均水平 [4] - 东亚地区高价值钱包（超过20,000美元）的比例从39%下降到33%，而中等层级钱包数量增长 [6] 用户投资动机与偏好 - 拉丁美洲63%的新用户表示被动收入是他们进入市场的主要动机 [3] - 南亚超过一半的受访者将财务独立作为主要动机 [4] - 比特币和以太坊等公链代币仍是全球投资组合的核心，超过65%的投资者持有 [5] - 全球稳定币持有率稳定在约50% [5] - 拉丁美洲投资策略转向更安全、低风险的方式 [6]

公司战略发布 - 公司计划在919未来主义者日活动上公布Web3业务最新进展并可能揭晓全新车型FX Super One更多细节 [1] - 公司目标为打造美股中融合Web2与Web3以及EAI与Crypto的独特上市公司 [1] - 公司计划将Crypto飞轮业务CXC10进行独立分拆并寻求上市 该计划已获得董事会批准 [1] 业务分拆安排 - 分拆后CXC10将进行独立融资 旨在消除现有FFAI股东对Crypto业务融资可能稀释股份的担忧 [1] - 分拆使EAI电动车团队与Crypto业务团队能更专注于各自核心领域 特别是推进FF和FX品牌产品交付进度 [1] - CXC10独立运营后核心价值将通过合并报表方式体现在FFAI整体上市体系 形成双飞轮模式 [1] Crypto业务表现 - C10 Treasury已完成约1000万美元加密资产配置且目前已实现盈利 整体表现超越C10指数 [2] - 截至美西时间9月12日 主动配置的20%核心加密资产浮动盈利均优于大盘及C10平均水平 [2] 产品发布计划 - 919活动预计公布FX Super One车型亮点 包括EAI Space和Vehicle EAI Agent等智能化功能 [2] - 公司确定于洛杉矶时间9月19日17点（北京时间9月20日早8点）举行线上直播公布战略详情 [2]

Michael Kinopoulos kickoff final trades. >> I think you're going to have a broading of the market. The best way to uh trade that is an equal weight S&P.>> Kim, Michael, thank you for joining us. Brian, thank you for joining us. >> City Bank, thank you for going higher.Banks continue. Money center banks like today's tape. Damn.>> Sully, you're the man. Um, if you're going to broaden out this market here, Walmart probably breaks down here. >> Steve, rates, they're going lower.Gold, Ethereum, Bitcoin, all cryp ...

Welcome back. The SEC now saying it will prioritize President Trump's push to end quarterly reports. It's a proposal our next guest removed during his time at the SEC under the Biden administration.Joining us now, former SEC chair Gary Gensler. Welcome. It's good to have you. >> Great to be with you, Sarah. David, to be back.>> So, you do not agree with the president that companies should move toward reporting less frequently to think bigger and longer term. >> Look, he's had this position since 2018. He's ...

It’s Fed decision day for the markets. Market bulls have sent stocks to fresh records this week, banking on a big gift from Fed Chair Jerome Powell. Markets expect the Fed to cut interest rates by 25 basis points and leave the door open for more rate cuts. Anything short of that will be a big gift for … you guessed it … the bears! Such is life in the markets. "If we see Jay Powell become maybe more dovish than what the market expects, that could be actually taken as a negative because more dovish would ...

Shares of Bullish (BLSH) rose 5% to $53.12 on Tuesday after the crypto platform secured a BitLicense from the New York State Department of Financial Services, a crucial regulatory approval that opens the door to offering spot trading and custody services to institutional clients in New York. With the license, Bullish’s U.S. arm — Bullish US Operations LLC — can now legally serve advanced traders in the financial capital of the U.S., an important step in the company’s push to expand domestically. Until now ...

加密货币市场动态 - 加密货币投资者正在等待美联储最新利率决议 [1]

监管批准与业务扩展 - 公司获得德国联邦金融监管局批准 将业务扩展至受监管的加密货币交易领域 [1] - 此次牌照扩展允许公司提供场外交易和电子交易平台 支持数千种数字资产和稳定币 [1] - 此次批准建立在公司2025年5月获得的加密资产市场法规牌照基础上 为现有托管 质押和转账服务增加了交易功能 [3] 产品服务与运营模式 - 机构客户现可通过公司平台从做市商和交易所获取流动性 托管服务与符合加密资产市场法规的冷存储相关联 [3] - 公司此前与托管专家Copper达成协议 扩展“托管内”交易网络 旨在引入主要交易所 使资产在受监管的托管隔离环境中进行交易 [2] - 该模式允许欧洲养老基金或资产管理公司在其受监管系统内进行交易和结算 同时将资产安全保存在冷存储中 无需在多个交易所和托管方开设独立账户 [4] 市场竞争与行业影响 - 加密货币交易所Coinbase和Kraken也在该地区提供交易平台和托管服务 [2] - 公司旨在为机构客户提供深度流动性和可靠执行 同时确保监管监督 满足机构客户对受监管环境的需求 [4]

监管政策变革 - 美国证券交易委员会正在制定加密货币交易所交易产品的通用上市标准 这将允许符合基本要求的新加密货币ETF自动推出[1] - 新规将使符合预设标准的任何加密货币ETF在75天或更短时间内获得批准 相比现行最长240天的审批流程大幅提速[4][5] - 2019年SEC引入股票和债券ETF通用标准后 美国年度ETF发行量从平均117只跃升至超过370只 发行商数量也大幅增加[6] 市场影响与规模 - 现货比特币ETF已积累130万枚比特币 价值约1490亿美元 占比特币总供应量的6%[2] - 以太坊ETF近期出现转折点 过去几周内实现数亿美元资金流入[3] - 新规可能为数十只新基金打开大门 带来数十亿美元的资金流入[1] 产品发展前景 - 比特币ETF的成功验证了加密货币ETF概念的可行性 由BlackRock领头的11家发行商已形成规模市场[2] - 交易商和资产管理公司预计新标准将加速与XRP Solana等其他顶级代币相关新产品的审批[3] - SEC要求底层资产必须在受监管的美国期货交易所拥有现有期货合约 作为上市标准的关键条件之一[5] 行业地位提升 - 通用上市标准的采用被Bitwise首席投资官称为加密货币的"成熟时刻" 标志着行业进入主流联盟[2] - 监管转变与华盛顿更广泛的亲加密货币政策转向时机吻合 SEC主席已宣布"加密货币时代已经到来"[7] - 政策变化将结束以执法为先的监管模式 启动名为"加密项目"的去监管化行动[7]

Gemini Space Station (GEMI), the crypto exchange founded by Cameron and Tyler Winklevoss, has seen its shares tumble by more than 20% since listing on the Nasdaq last Friday. The stock is down around 6% on Tuesday, trading at $30.42, and has dropped nearly 24% over the past week. The sharp decline follows an initial surge after the company raised $425 million in its IPO, pricing shares at $28 and valuing the firm at $3.3 billion before trading began. On its first day, GEMI spiked to $45.89 before closing ...