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报道称特朗普媒体集团计划为加密货币募资30亿美元
特朗普家族大举押注加密货币。
5月26日周一，据媒体报道，特朗普媒体集团（DJT）计划募资30亿美元，所筹资金将直接用于购买比特币等加密货币，操作方式类似美股上市公司MSTR，靠融资疯狂买币，把自己变成“另类加密资产ETF”。根据媒体披露，DJT计划包括增发20亿美元股票，再发10亿美元可转债。
媒体援引知情人士消息透露，原本计划的募集规模最近几周扩大了，因为投资人兴趣非常强烈。不过，目前融资的条款、时间和金额仍有可能变动。预计该计划可能会在本周拉斯维加斯大型加密会议前宣布。特朗普儿子小唐纳德、埃里克、以及“特朗普的加密货币沙皇”David Sachs和副总统候选人万斯都将出席该会议。
DJT由特朗普家族控制，是“Truth Social”App的母公司，背后直接与特朗普有关。面对报道，特朗普媒体科技集团发声明称，记者蠢得离谱，消息来源更蠢。但该公司并没有正面否认筹资买币的计划。
消息后，加密货币多数上涨，比特币一度涨超2%，徘徊11万美元附近。以太币、XRP一度涨超1%，Solana、狗狗币一度涨超3%。
特朗普打算怎么操作？
媒体指出，DJT这轮增发是按市价发行，股价锚定上周五收盘价每股25.72美元，公司总市值约为60亿美元。ClearStreet和BTIG或将担任本轮增发的承销商。
这不是特朗普家族第一次用名气圈钱，但DJT这次手法更像是“MicroStrategy 2.0”（MicroStrategy现称Strategy）。
MSTR原本是软件公司，通过发行债券和股票融资，一口气买入数十亿美元的比特币，市值从默默无闻冲到超过1000亿美元，成为加密市值公司第一梯队。
分析指出，DJT时机选择并非偶然，比特币刚刚突破历史新高10.9万美元，特朗普家族显然是趁“牛市重启”，通过DJT大举入场，希望复制MSTR式市值暴富神话。
不仅如此，DJT还计划推出一支加密货币主题ETF，让普通投资者也能通过券商平台买入他们挑选的加密资产组合，打造一套“币圈+股市”的完整生态。
实际上，特朗普家族早已深度绑定加密资产。包括NFT交易卡、meme币、稳定币、挖矿项目在内，特朗普家族已深度布局币圈。上周，特朗普还在其私人度假村设宴款待自家memecoin的金主，进一步强化与币圈核心用户的联盟关系。
不过，这一系列操作也引发外界担忧。媒体指出，总统家族亲自参与买币、影响监管、主导政策导向，是否存在利用政策为己谋利嫌疑？尤其是在他已公开表示要让美国成为“全球加密货币之都”的背景下，政商边界日益模糊。
政商币三线交汇
媒体称，在去年再次当选总统后，特朗普将其持有的DJT 53% 股份（市值约30亿美元）转入可撤销信托，由其子小特朗普（Donald Jr.）全权掌控投资与投票权。表面上政商隔离，实则股权仍稳握家族手中。
与此同时，政商资本正在加速进军加密市场。美国商务部长霍华德·卢特尼克的儿子Brandon Lutnick操盘的SPAC（空壳公司）携手Tether与软银，推出比特币投资平台Twenty One Capital，估值高达36 亿美元。
加密货币公司Ripple以12.5亿美元收购了专注数字货币的经纪公司Hidden Road，押注机构资金将在“特朗普时代”将大举涌入加密资产。多位业内高管表示，类似的币圈并购潮将在未来几周爆发，尤其是“空壳公司+币圈项目”的组合。
5月26日周一，据媒体报道，特朗普媒体集团（DJT）计划募资30亿美元，所筹资金将直接用于购买比特币等加密货币，操作方式类似美股上市公司MSTR，靠融资疯狂买币，把自己变成“另类加密资产ETF”。根据媒体披露，DJT计划包括增发20亿美元股票，再发10亿美元可转债。
媒体援引知情人士消息透露，原本计划的募集规模最近几周扩大了，因为投资人兴趣非常强烈。不过，目前融资的条款、时间和金额仍有可能变动。预计该计划可能会在本周拉斯维加斯大型加密会议前宣布。特朗普儿子小唐纳德、埃里克、以及“特朗普的加密货币沙皇”David Sachs和副总统候选人万斯都将出席该会议。
DJT由特朗普家族控制，是“Truth Social”App的母公司，背后直接与特朗普有关。面对报道，特朗普媒体科技集团发声明称，记者蠢得离谱，消息来源更蠢。但该公司并没有正面否认筹资买币的计划。
消息后，加密货币多数上涨，比特币一度涨超2%，徘徊11万美元附近。以太币、XRP一度涨超1%，Solana、狗狗币一度涨超3%。
特朗普打算怎么操作？
媒体指出，DJT这轮增发是按市价发行，股价锚定上周五收盘价每股25.72美元，公司总市值约为60亿美元。ClearStreet和BTIG或将担任本轮增发的承销商。
这不是特朗普家族第一次用名气圈钱，但DJT这次手法更像是“MicroStrategy 2.0”（MicroStrategy现称Strategy）。
MSTR原本是软件公司，通过发行债券和股票融资，一口气买入数十亿美元的比特币，市值从默默无闻冲到超过1000亿美元，成为加密市值公司第一梯队。
分析指出，DJT时机选择并非偶然，比特币刚刚突破历史新高10.9万美元，特朗普家族显然是趁“牛市重启”，通过DJT大举入场，希望复制MSTR式市值暴富神话。
不仅如此，DJT还计划推出一支加密货币主题ETF，让普通投资者也能通过券商平台买入他们挑选的加密资产组合，打造一套“币圈+股市”的完整生态。
实际上，特朗普家族早已深度绑定加密资产。包括NFT交易卡、meme币、稳定币、挖矿项目在内，特朗普家族已深度布局币圈。上周，特朗普还在其私人度假村设宴款待自家memecoin的金主，进一步强化与币圈核心用户的联盟关系。
不过，这一系列操作也引发外界担忧。媒体指出，总统家族亲自参与买币、影响监管、主导政策导向，是否存在利用政策为己谋利嫌疑？尤其是在他已公开表示要让美国成为“全球加密货币之都”的背景下，政商边界日益模糊。
政商币三线交汇
媒体称，在去年再次当选总统后，特朗普将其持有的DJT 53% 股份（市值约30亿美元）转入可撤销信托，由其子小特朗普（Donald Jr.）全权掌控投资与投票权。表面上政商隔离，实则股权仍稳握家族手中。
与此同时，政商资本正在加速进军加密市场。美国商务部长霍华德·卢特尼克的儿子Brandon Lutnick操盘的SPAC（空壳公司）携手Tether与软银，推出比特币投资平台Twenty One Capital，估值高达36 亿美元。
加密货币公司Ripple以12.5亿美元收购了专注数字货币的经纪公司Hidden Road，押注机构资金将在“特朗普时代”将大举涌入加密资产。多位业内高管表示，类似的币圈并购潮将在未来几周爆发，尤其是“空壳公司+币圈项目”的组合。
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Amid the surge in coin issuance, kidnapping cases involving cryptocurrency elites in Europe and America are frequent.
The cryptocurrency market has created a group of Bitcoin new rich, while cryptocurrency investors and individuals with significant digital assets are becoming targets for kidnappings and robberies.
The value of cryptocurrencies has skyrocketed. Bitcoin has risen 54% over the past year, recently surging to a historic high of nearly $112,000, but some of the gains have retreated due to profit-taking and large holders trading at high levels. Nevertheless, supported by favorable regulatory developments and increased optimism about institutional adoption, prices remain near historical highs.
Reports indicate that the amount of cryptocurrency held in the UK has seen the largest year-on-year growth among surveyed countries, with the proportion of respondents indicating they hold cryptocurrency rising from 18% last year to 24%, while Singapore has maintained the highest cryptocurrency holding rate globally over the past two years.
The value of cryptocurrencies has skyrocketed. Bitcoin has risen 54% over the past year, recently surging to a historic high of nearly $112,000, but some of the gains have retreated due to profit-taking and large holders trading at high levels. Nevertheless, supported by favorable regulatory developments and increased optimism about institutional adoption, prices remain near historical highs.
Reports indicate that the amount of cryptocurrency held in the UK has seen the largest year-on-year growth among surveyed countries, with the proportion of respondents indicating they hold cryptocurrency rising from 18% last year to 24%, while Singapore has maintained the highest cryptocurrency holding rate globally over the past two years.
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Bitcoin breaks $110,000; why does it set a new historical high?
<t-15/><t-16/>Bitcoin hits a new all-time high due to a combination of multiple structural forces, including progress in US stablecoin legislation, institutional capital inflows, historic supply tightening, and improvements in the macroeconomic environment.
On May 22, Bitcoin's price rose above $110,000, and as of the time of writing, it was reported at $110,022.32 per coin, a daily increase of 3.03%, setting a new historical high.
Image source: Coinbase
As of now, Bitcoin's total market value has reached $2.184 trillion, ranking fifth in the global asset market value list, only behind gold, Microsoft, Nvidia, and Apple.
As Bitcoin's price hits a new high, cryptocurrencies like Ethereum and Solana have also risen over 2%.
On May 22, Bitcoin's price rose above $110,000, and as of the time of writing, it was reported at $110,022.32 per coin, a daily increase of 3.03%, setting a new historical high.
Image source: Coinbase
As of now, Bitcoin's total market value has reached $2.184 trillion, ranking fifth in the global asset market value list, only behind gold, Microsoft, Nvidia, and Apple.
As Bitcoin's price hits a new high, cryptocurrencies like Ethereum and Solana have also risen over 2%.
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The U.S. establishes a Bitcoin reserve, but the cryptocurrency community is 'very disappointed.'
On March 7 local time, White House cryptocurrency director David Sacks stated on X that President Trump has signed an executive order to establish a strategic Bitcoin reserve, but it seems to differ from previous expectations in the cryptocurrency community.
Sacks stated on X that this reserve will be capitalized with the Bitcoins owned by the U.S. government, which were obtained through criminal or civil asset forfeiture, and the government will not purchase additional Bitcoins.
Some analysts believe these details suggest that this order is more about 'storage' of cryptocurrency rather than 'reserve.' 'Reserve' implies that the government would purchase cryptocurrency, while 'storage' means merely holding cryptocurrency obtained through criminal or civil asset forfeiture.
Sacks stated on X that this reserve will be capitalized with the Bitcoins owned by the U.S. government, which were obtained through criminal or civil asset forfeiture, and the government will not purchase additional Bitcoins.
Some analysts believe these details suggest that this order is more about 'storage' of cryptocurrency rather than 'reserve.' 'Reserve' implies that the government would purchase cryptocurrency, while 'storage' means merely holding cryptocurrency obtained through criminal or civil asset forfeiture.
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The cryptocurrency market's brief celebration, Bitcoin falls over 9% in 24 hours, Trump plans to promote cryptocurrency strategic reserves.
#美国加密战略储备 On March 2 local time, U.S. President Trump dropped a bombshell on his social media platform Truth Social, announcing that the U.S. would create a cryptocurrency strategic reserve, with Bitcoin (BTC) and Ethereum (ETH) as the core, alongside smaller but riskier tokens like Solana (SOL), XRP linked to Ripple, and Cardano (ADA).
After the news broke, the named cryptocurrencies soared in price. Data from cryptocurrency data and analysis company CoinGecko shows that hours after Trump's post, the total market capitalization of cryptocurrencies rose by about 10%, exceeding $300 billion.
After the news broke, the named cryptocurrencies soared in price. Data from cryptocurrency data and analysis company CoinGecko shows that hours after Trump's post, the total market capitalization of cryptocurrencies rose by about 10%, exceeding $300 billion.
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#代币储备 Short-term Carnival vs Long-term Test**
Trump's 'Token Reserve' strategy may act as a catalyst for market sentiment in the short term, especially when combined with policy expectations and the halving cycle, potentially pushing Bitcoin to higher price levels. However, the actual implementation capability of his high-profile initiatives is in doubt; if policy commitments are not fulfilled or the token mechanism lacks transparency, the market may quickly shift to a cautious stance. Investors should be wary of speculative volatility while also paying attention to the refinement of regulatory frameworks and the actual progress of strategic reserves.
$ETH
Trump's 'Token Reserve' strategy may act as a catalyst for market sentiment in the short term, especially when combined with policy expectations and the halving cycle, potentially pushing Bitcoin to higher price levels. However, the actual implementation capability of his high-profile initiatives is in doubt; if policy commitments are not fulfilled or the token mechanism lacks transparency, the market may quickly shift to a cautious stance. Investors should be wary of speculative volatility while also paying attention to the refinement of regulatory frameworks and the actual progress of strategic reserves.
$ETH
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Know why meme coins have risen sharply. Aunts reaching a consensus is more effective than the Fed’s interest rate cut
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Everyone is looking forward to a rate cut, thinking that everything will be fine as long as it is cut. If it is really that simple, I don’t think the Fed lacks such a broad mind. The fundamental solution to the problem is to improve productivity and dilute the accumulated debt. Just as the top companies on the Nasdaq are sought after by funds this year, it also means that investors are looking forward to the birth of new quality productivity to hedge the dependence on financial instruments.
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Media analysis pointed out that this wave of selling seems to be caused by a "time-triggered" algorithmic program that triggered sell orders at the same time in the past 7 trading days (10 a.m. Eastern Time every day◇just after the U.S. market opened). It is worth noting that this algorithm is still running on weekends, which may lead to high-frequency trading (HFT)-driven selling and shorting, forcing leveraged long investors to admit defeat.
Data shows that the crypto "market maker" JumpTrading is liquidating hundreds of millions of dollars in positions, trying to aggressively reprice cryptocurrencies by selling and shorting billions of dollars of various cryptocurrencies during the market hours with the worst liquidity, while repeatedly eating up buy orders to ensure the worst execution price.
#加密市场急跌 #BTC走势分析 #美国政府转移BTC
Data shows that the crypto "market maker" JumpTrading is liquidating hundreds of millions of dollars in positions, trying to aggressively reprice cryptocurrencies by selling and shorting billions of dollars of various cryptocurrencies during the market hours with the worst liquidity, while repeatedly eating up buy orders to ensure the worst execution price.
#加密市场急跌 #BTC走势分析 #美国政府转移BTC
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According to TechFlow, Lily Liu, president of the Solana Foundation and co-founder of Anagram.xyz, shared her views on the failure of Bitcoin's original vision of programmable currency on social media.
Lily Liu believes that three conditions are needed: high-performance blockchain, asset flow, and developer community, and only Solana can meet them all at the same time.
Lily Liu also pointed out that Solana has advantages in these aspects and may realize Bitcoin's original vision.
$SOL
#美联储何时降息？ #Mt.Gox将启动偿还计划 #美国大选如何影响加密产业？
Lily Liu believes that three conditions are needed: high-performance blockchain, asset flow, and developer community, and only Solana can meet them all at the same time.
Lily Liu also pointed out that Solana has advantages in these aspects and may realize Bitcoin's original vision.
$SOL
#美联储何时降息？ #Mt.Gox将启动偿还计划 #美国大选如何影响加密产业？
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The world is at a Y-shaped intersection where "advance means forks, and retreat is also possible"
In 2024, the world will face a "Y"-shaped intersection in five dimensions: politics, security, economy, finance, and society, forming an "ambush from all sides" layout.
In 2024, the world will face a "Y"-shaped intersection in terms of politics, security, economy, finance, and society, forming an "ambush from all sides" layout. On January 19, the Chongyang Institute for Financial Studies of Renmin University of China released the "World at the Y-shaped Intersection" report (hereinafter referred to as the "Report") in Beijing. Changes are brewing in the choices. The "Report" analyzes and points out that some countries have embarked on a new development path, some countries are brewing changes, some countries are still on the old path, and some countries are even going back.
In 2024, the world will face a "Y"-shaped intersection in terms of politics, security, economy, finance, and society, forming an "ambush from all sides" layout. On January 19, the Chongyang Institute for Financial Studies of Renmin University of China released the "World at the Y-shaped Intersection" report (hereinafter referred to as the "Report") in Beijing. Changes are brewing in the choices. The "Report" analyzes and points out that some countries have embarked on a new development path, some countries are brewing changes, some countries are still on the old path, and some countries are even going back.
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"Trump's Return: Bitcoin's Next Spring?
Speaking of the reasons for this round of rise, we have to mention TrumpTrade. In order to attract more young votes in the currency circle, especially members of the cryptocurrency community, Republican candidate Trump has clearly expressed his support for cryptocurrency.
In early June, Trump met with leaders of several Bitcoin mining companies at Mar-a-Lago, not only expressing his support for cryptocurrency, but also promising that if he is re-elected president, he will become an advocate of the cryptocurrency mining industry and ensure that the remaining Bitcoins are "Made in the USA".
The latest news shows that Trump plans to attend the end of next month
Bernstein analysts Gautam Chhugani and Mahika Sapra pointed out in a report that as the prospects of the Republican Party improve, the party is increasingly inclined to support cryptocurrency. They believe that Republicans see a friendly stance on the cryptocurrency industry as the key to winning voter and financial support.
The report wrote: "The Republican Party not only sees cryptocurrency as an important voter group, but also sees it as a meaningful source of funds. If the election sentiment leans towards the Republican Party, cryptocurrency will eventually become the main beneficiary of the 'Trump market'. "
This view is further reinforced by Standard Chartered Bank's forecast. They predict that as the US election approaches, the price of Bitcoin may reach $100,000. If Trump is successfully re-elected, the price of Bitcoin may even soar to $150,000.#以太坊ETF批准预期 $BTC
Speaking of the reasons for this round of rise, we have to mention TrumpTrade. In order to attract more young votes in the currency circle, especially members of the cryptocurrency community, Republican candidate Trump has clearly expressed his support for cryptocurrency.
In early June, Trump met with leaders of several Bitcoin mining companies at Mar-a-Lago, not only expressing his support for cryptocurrency, but also promising that if he is re-elected president, he will become an advocate of the cryptocurrency mining industry and ensure that the remaining Bitcoins are "Made in the USA".
The latest news shows that Trump plans to attend the end of next month
Bernstein analysts Gautam Chhugani and Mahika Sapra pointed out in a report that as the prospects of the Republican Party improve, the party is increasingly inclined to support cryptocurrency. They believe that Republicans see a friendly stance on the cryptocurrency industry as the key to winning voter and financial support.
The report wrote: "The Republican Party not only sees cryptocurrency as an important voter group, but also sees it as a meaningful source of funds. If the election sentiment leans towards the Republican Party, cryptocurrency will eventually become the main beneficiary of the 'Trump market'. "
This view is further reinforced by Standard Chartered Bank's forecast. They predict that as the US election approaches, the price of Bitcoin may reach $100,000. If Trump is successfully re-elected, the price of Bitcoin may even soar to $150,000.#以太坊ETF批准预期 $BTC
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The vast majority of the cryptocurrency market’s “double super and multi-strong” have little value
Let’s take a bird’s eye view of the cryptocurrency market.
According to incomplete statistics, there are 9,929 cryptocurrencies in the world, with a total market value of approximately $1.72 trillion. However, there are two points to note here.
First, the price of cryptocurrencies fluctuates greatly, and their market value only has an order of magnitude significance, so people don’t need to pay too much attention to specific numbers. For example, at the peak on November 10, 2021, the total market value of cryptocurrencies once reached 3 trillion US dollars (see Figure 4-2), when the price of Bitcoin reached 68,519 US dollars and the price of Ethereum reached 4,852 US dollars. However, as the price fell, the total market value of cryptocurrencies fell by more than half. Second, although there are many cryptocurrencies, the vast majority of them have almost no value and no trading volume. Only a very small number of cryptocurrencies are actively traded and are worth a lot of money.
According to incomplete statistics, there are 9,929 cryptocurrencies in the world, with a total market value of approximately $1.72 trillion. However, there are two points to note here.
First, the price of cryptocurrencies fluctuates greatly, and their market value only has an order of magnitude significance, so people don’t need to pay too much attention to specific numbers. For example, at the peak on November 10, 2021, the total market value of cryptocurrencies once reached 3 trillion US dollars (see Figure 4-2), when the price of Bitcoin reached 68,519 US dollars and the price of Ethereum reached 4,852 US dollars. However, as the price fell, the total market value of cryptocurrencies fell by more than half. Second, although there are many cryptocurrencies, the vast majority of them have almost no value and no trading volume. Only a very small number of cryptocurrencies are actively traded and are worth a lot of money.
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Grayscale has accumulated a net outflow of more than $17.6 billion since the launch of the Bitcoin spot ETF. According to Farsidelnvestors data, since the launch of the Bitcoin spot ETF, the Grayscale Fund's BTC has accumulated a net outflow of $17.6329 billion. According to Coinglass data, the Grayscale Fund's BTC asset management scale has dropped to $17.647 billion.
#美联储何时降息？
#美联储何时降息？
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Consensus is the underlying logic of wealth
Okay, don’t like it, investing requires consensus
What is wealth? This question was easy to answer in the past: wealth is valuables such as land, real estate, and jewelry, plus metal currencies such as gold and silver.
What is wealth today? In modern times, after the development of the financial industry, the concept of wealth has been expanded. The profitability of an economic unit, including a person, has also become wealth. For example, if a company can generate a profit of 1 million yuan a year, even if it does not own many properties and production equipment, the company may be worth tens of millions of yuan; if a player can bring tens of millions of yuan in revenue to the club in the future, his own value will already be several million yuan.
What is wealth? This question was easy to answer in the past: wealth is valuables such as land, real estate, and jewelry, plus metal currencies such as gold and silver.
What is wealth today? In modern times, after the development of the financial industry, the concept of wealth has been expanded. The profitability of an economic unit, including a person, has also become wealth. For example, if a company can generate a profit of 1 million yuan a year, even if it does not own many properties and production equipment, the company may be worth tens of millions of yuan; if a player can bring tens of millions of yuan in revenue to the club in the future, his own value will already be several million yuan.
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