美国监管、财库模式强劲、财报给力，降息后首日，币圈“币股齐升”

华尔街见闻09-19

美联储降息首日，加密货币市场迎来全面上涨，数字资产交易所股价大涨，比特币冲破11.7万美元关口。分析称，这轮强势表现背后，美国监管政策转向、财库模式资金涌入以及亮眼财报数据形成三重共振，推动币圈迎来"币股齐升"的盛景。周四（9月18日），新上市的Bullish交易所股价暴涨超20%，Coinbase跳涨逾7%，比特币矿企CleanSpark飙升近18%。与此同时，比特币价格上涨1.5%至11.75...

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On the first day after the interest rate cut, \"currency stocks rose together\" in the currency circle","themeId":"be98285368f3586ab1487190e5f718fe","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/318f87a3dad0e4a04ec8ed1362ef9d3d","symbols_score_info":{"ETHV":1.1,"CAN":1.1,"ETHW":1.1,"00863":1.1,"02888":1.1,"FETH":1.1,"GBTC":1.1,"CETH":1.1,"02598":1.1,"BITO":1.1,"BMNR":1.1,"BTCM":1.1,"BTCO":1.1,"COIN":1.1,"EBON":1.1,"IBIT":1.1,"01328":1.1,"COSM":1.1,"BTCT":1.1,"BTBT":1.1,"DEFI":1.1,"ETHA":1.1,"ETH":1.1,"00165":1.1,"EZBC":1.1,"ETHE":1.1,"NCTY":1.1,"FBTC":1.1,"ICG":1.1,"BTM":1.1,"MSTR":1.1,"09959":1.1,"BRRR":1.1,"HODL":1.1,"BTCS":1.1,"09923":1.1,"CLSK":1.1,"MARA":1.1,"RIOT":1.1,"BTCW":1.1,"EZET":1.1,"SOS":1.1,"PPCB":1.1,"QETH":1.1,"09618":1.1,"SBET":1.1,"ARKB":1.1,"BITB":1.1,"06060":1.1},"content_text":"美联储降息首日，加密货币市场迎来全面上涨，数字资产交易所股价大涨，比特币冲破11.7万美元关口。分析称，这轮强势表现背后，美国监管政策转向、财库模式资金涌入以及亮眼财报数据形成三重共振，推动币圈迎来\"币股齐升\"的盛景。周四（9月18日），新上市的Bullish交易所股价暴涨超20%，Coinbase跳涨逾7%，比特币矿企CleanSpark飙升近18%。与此同时，比特币价格上涨1.5%至11.75万美元上方，年内涨幅达26%。市场普遍将此轮上涨归因于美联储降息刺激以及监管环境改善等因素推动。SEC周三批准的新规则为数字资产ETF建立了通用上市标准，审批时间从此前的240天缩短至最多75天。这一里程碑式变化预计将为Solana、XRP等更多加密货币ETF铺平道路，进一步释放机构资金配置需求。与此同时，以Solana为代表的财库模式获得明星投资者追捧，木头姐联手阿联酋向一家纳斯达克公司注资3亿美元转型囤积SOL代币。新上市的Bullish交易所在获得纽约监管牌照后交出扭亏为盈成绩单。分析师人士指出，美联储降息带来的宽松预期，监管转向等一系列利好因素叠加，推动整个数字资产生态系统估值重估。SEC新规开启ETF闸门，审批提速75%据见闻此前文章提及，SEC周三投票通过三大全国性证券交易所的规则变更提案，为数字资产ETF市场全面开放扫清关键障碍。新规则建立了通用上市标准，彻底改变了此前逐案审查的繁琐流程。根据新标准，资产管理公司和交易所现在可以根据统一标准申请新的加密货币现货ETF，审批时间从此前的240天或更长大幅缩短至最多75天。这一变化被业内视为美国数字资产监管方法的分水岭时刻。Bitwise Asset Management总裁Teddy Fusaro表示：\"这推翻了自2013年首个比特币ETF申请以来超过十年的先例。\"法律事务所Stradley Ronon合伙人Steve Feinour预计，首批产品最快可能在10月上市。市场普遍预期追踪Solana和XRP的ETF将成为新规则下首批获批产品。资产管理公司一年多前就开始向SEC提交这些申请，但监管机构此前仅批准了比特币和以太坊现货ETF。这与特朗普政府推进数字资产主流化的政策导向高度一致。就在周四，Rex-Osprey狗狗币ETF已经开始交易。除狗狗币ETF外，Rex Financial和Osprey Funds还将同时推出美国首只XRP ETF，并已申请发行投资特朗普个人meme币的$TRUMP ETF。狗狗币ETF管理费率为1.5%，XRP基金为0.75%，两只基金均将在Cboe交易所上市。目前有90至100份加密货币ETF申请等待审批，分析师预计这些产品都将获得通过。木头姐3亿美元押注Solana财库模式见闻文章写道，知名投资者木头姐联手阿联酋，向纳斯达克上市的Brera控股注资3亿美元，该公司将转型为专门囤积Solana代币的财库公司并更名为Solmate。消息公布后，这家公司股价一度暴涨592%，收盘涨幅仍达225%。为给转型注入强大动力，Solmate组建了引人注目的高管团队。加密行业法律先驱Marco Santori将出任首席执行官，因\"拉弗曲线\"理论闻名的经济学家Arthur Laffer将加入董事会。据报道，在Laffer确认加入后，木头姐迅速决定投资Solmate。尽管赛道日益拥挤，Solmate通过与Solana基金会的深度合作寻求差异化优势。Solana基金会将以折扣价向Solmate出售部分代币，并获得两个董事会席位。作为回报，Solmate将与基金会在阿联酋合作开展项目并分享相关收入。这一商业模式本质上效仿MicroStrategy转变为\"比特币财库公司\"的成功先例。通过发行股票或债券积累加密货币，这些公司旨在推动股价涨幅超过其持有的加密资产价值。据统计，已有超过100家公司采用了这一策略。Bullish扭亏为盈，获批美国业务牌照见闻此前文章指出，刚刚登陆纽交所的加密货币交易所Bullish交出首份上市公司成绩单，实现净利润1.083亿美元，与去年同期1.164亿美元净亏损形成鲜明对比。同时获批纽约州BitLicense牌照，为进入美国市场扫清最后障碍。首席执行官Tom Farley表示，纽约BitLicense是公司在美国启动业务的\"最后一个关键项目\"。公司预计第三季度调整后收益将在1200万美元至1700万美元之间，调整后收入将在6900万美元至7600万美元之间。Bullish的雄心不止于交易所业务。Farley明确了旗下CoinDesk品牌打造\"加密货币领域MSCI\"的战略定位。与Grayscale合作、基于CoinDesk 5指数的信托产品已获SEC批准转换为ETF。截至6月30日，与CoinDesk指数挂钩的资产管理规模已达410亿美元。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1187004928","isCrawlerRequest":true}