根据Finbold《2025年上半年加密货币市场报告》,2025年上半年,持有比特币价值超100万美元的地址数量大幅增长。2025年1月1日至6月30日期间,持有比特币价值超百万美元的钱包总数增加了26,758个,从年初的155,569个增至6月底的182,327个。报告表示,短短六个月内新增超2.6万个比特币百万富翁,这是自2021年牛市以来最强劲的积累周期之一,这可能预示着下半年市场将更为强劲。 (PANews)
According to CoinDesk, Japanese clothing chain brand Mac House has reached a comprehensive cooperation agreement with local cryptocurrency mining company Zero Field to enter the field of Bitcoin mining. This is another major layout after announcing its 1.7 billion yen (approximately 12 million US dollars) Bitcoin procurement plan in June. According to the agreement, Mac House will add mining business to its original "buy hold" strategy to balance risks and increase returns. In the future, both parties will negotiate specific operational plans and consider expanding to NFT and other fields.
Odaily Planet Daily News: Adam, a macro researcher at Greeks.live, stated in an article on X platform that the option delivery data on July 4th showed: 28000 BTC options have expired, with a Put Call Ratio of 1.07, a maximum pain point of $106000, and a nominal value of $3 billion. 237000 ETH options have expired, with a Put Call Ratio of 1.25, a maximum pain point of $2500, and a nominal value of $600 million. Today is the first delivery day after quarterly delivery, and the market is relatively stable. The recent hot topics have been on the tokenization of the US stock market, undoubtedly diverting the attention of the cryptocurrency market. Although BTC has once again hit a new high, market sentiment has clearly not been driven. From the main option data, in terms of implied volatility, BTC's IV is still hovering at a low level, with a short-term IV below 35%. ETH's IV has slightly fallen below 60%, indicating that there is still room for cross currency strategy operations in terms of volatility.
According to the Financial Times, Lorenzo Bini Smaghi, Chairman of Societe Generale and former member of the Executive Committee of the European Central Bank, wrote an article titled "Europe needs to overcome fear and embrace stablecoins", stating that Europe faces the risk of marginalization in the digital finance ecosystem. Currently, 99% of stablecoins worldwide are issued by the United States and denominated in US dollars, and the euro has almost no presence in emerging fields. Although the European Union has launched the world's most comprehensive cryptocurrency regulatory framework, MiCA, requiring stablecoin issuers to hold high liquidity reserves of 30% cash and 70% high rated sovereign bonds, cultural risk aversion still hinders innovation, and European banks view stablecoins as a threat and lack investment motivation. The author points out three major cognitive misconceptions: underestimating the strategic value of tokenization technology; Misunderstanding that it can isolate the impact of global stablecoins; Not realizing the negative threat to monetary sovereignty. The article emphasizes that the European Central Bank has institutional advantages in leading stablecoin regulation, and the current moment is a key opportunity to reverse the impression of "excessive regulation". If it hesitates any longer, Europe will lose its voice in the future global financial landscape.
Odaily Planet Daily News: Alpine Fox LP founder Mike Alfred announced in an article on X platform that he has reached an agreement with a whale buyer to purchase approximately 8000 BTC. Mike Alfred said, "A super whale buyer contacted me in the past hour and we have reached an agreement on trading over 8000 bitcoins. Selling pressure in the public market will decrease, and prices are expected to rebound before next Monday
According to Ledger Insights, the Bank of England expressed a forward-looking stance on digital innovation this week, with its executive director Sasha Mills stating an "open attitude" towards the use of stablecoins for wholesale payments, in contrast to last week's report by the Bank for International Settlements listing stablecoins as "unreliable currencies". Mills emphasized that financial stability is the top priority, but after the legal revision, the central bank needs to balance innovation and regulatory methods. There is a significant shift in policy: the Bank of England has for the first time relaxed its use of stablecoins in the wholesale market, but still favors central bank monetary settlement; The retail sector has relaxed reserve requirements, allowing some investments in high-quality assets, while setting up temporary holding limits for individuals and enterprises to prevent deposit loss. Technically, the central bank is developing a synchronization system to enable DLT transactions to be settled through the RTGS system. Mills calls for industry collaboration to build a 'hybrid ecosystem' and highlights the potential of public chains as a connecting layer, emphasizing that London needs to shift from technology demonstrations to building a new generation of financial systems. Earlier yesterday, the Governor of the Bank of England warned that stablecoins pose a threat to public trust in currency.