资金来源与市场动态：
投资者购买稳定币的资金并不一定来自卖出比特币。稳定币（如USDC、USDT）主要用于交易、储值或作为加密市场中的现金等价物，其资金可能来自法币（如美元）流入、法币兑换，或其他资产的转换。比特币作为一种高波动性资产，更多被视为长期投资或投机资产，而稳定币则常用于交易对冲、支付或DeFi应用。两者在市场中的角色不同，资金流动可以[阅读全文]
狮山巡礼
投资杂谈
博文
(2025-06-17 06:45:13)
(2025-06-17 02:40:17)
Stablecoins,afast-growingtypeofcryptocurrency,areinfocusthankstobothnewlegislationthatismakingprogressintheU.S.SenateandCircleInternetGroupInc.swell-receiveddebutasapubliccompanylastweek.
Theyarealsogettingincreasingattentionbecauseoftheirquicklygrowingsize.Thecurrentsupplyofstablecoins,whicharecryptotokenswhosevaluesarepeggedtoanotherasset,isnowequaltojustunder10%ofU.S.currencyincirculation,ac...[阅读全文]
(2025-06-17 02:32:54)
TheGuidingandEstablishingNationalInnovationforU.S.Stablecoins(Genius)ActisexpectedtobepassedintheU.S.inthecomingmonths,andthatcouldtriggeranalmost10-foldjumpinstablecoinsupply,investmentbankStandardCharteredsaidinaresearchreportTuesday.
U.S.legislationwouldfurtherlegitimisethestablecoinindustry,analystsledbyGeoffKendrickwrote,addingthatweestimatethiswouldcausetotalstablecoinsupplytorisefrom$230...[阅读全文]
(2025-06-17 02:14:40)
CircleInternetGroup(CRCL)stockjumped13%tocloseatarecord$151.14,continuingthestablecoinissuersmeteoricrisefollowingitsblockbusterIPOearlierthismonth. Thestockclimbedtoasessionhighof$165beforetrimminggains,buildingonFridays25%surge,asinvestorenthusiasmaroundstablecoinsdigitaltokensbackedbyreserveassetsliketheUSdollarcontinuestogrow. SinceitshighlyanticipatedpublicmarketsdebutonJune5at$31pe...[阅读全文]
(2025-06-16 14:12:44)
今日分享我的PLTR和CRCL长期期权（LEAPS）的投资情况，看似赚钱轻松实际上并不容易。市场充满挑战，投资需谨慎分析与规划。
关于PLTR，我自股价20余元时开始研究，未急于行动。直至去年10月股价升至45元，我基于自己的研究和分析购入股票，但未涉足期权。去年一季度财报后，股价由45元涨至70余元，我购入2026年元月到期、行权价85元的看涨期权。今年首季财报发布，股价[阅读全文]
(2025-06-16 00:09:35)
Bloomberg)--WallStreetsETFmachinekickedintohighgearjusthoursafterCircleInternetGroupInc.wentpublic,ridingthefrenziedinitialpublicofferingofthestablecoingiantascryptotechnologiesentermainstreamfinance.
Atleastthreeissuersrushedtofilerelatedexchange-tradedfundsfollowingCircleswhite-hotThursdaydebut.ThefirmissuerofUSDC,thesecond-largeststablecoinsawitssharestripleshortlyaftertradingbegan,reviv...[阅读全文]
(2025-06-15 20:29:49)
Moregovernmentdebt,morepotentialopportunitiesforthecryptobulls.
Onethingthatisclearisthatdemocraciesaroundtheworldarehavingtroublegettingdeficitspendingundercontrol,Coinbase(COIN)CEOBrianArmstrongsaidattheCoinbaseAnnualSummitinNewYorkCityonThursday.Ifyoustudyhistory...onceyoudecouplecurrencyfromhardcommodities,theinevitablestoryistheygetoverprintedandextended,right?
Armstrongsaiditsnotac...[阅读全文]
(2025-06-15 18:15:23)
JeremyAllaire,CircleCEO,commentedthathefeltstablecoinswereonthevergeofhavingabreakoutmomentreminiscentofthe2007iPhonelaunch.AllairesaidthecommunityisnotquiteexperiencinganiPhonemomentregardingusingstablecoins.Hesaidwellknowwhenwevereachedthatmomentwhendevelopersuniversallyrecognisethevalueofprogrammabledollars.CircleistheissuerofthewidelyusedstablecoinUSDC.
Allairebelievesthatstablecoinsareonth...[阅读全文]
(2025-06-15 03:38:24)
从19世纪伦敦一家经营贝壳贸易的小店，到世界石油巨头之一，壳牌这家穿越两次世界大战、多次能源革命的百年巨擘，为我们呈现了一份周期逆袭者的近乎满分答卷。
当石油战争撕裂市场、当新能源冲击传统、当地缘政治撕裂供应链面临能源行业的每一次剧变，壳牌却总能在动荡中重构竞争力。
它是1973年石油危机中受冲击最小的国际油企之一，是传统巨头中最早[阅读全文]
(2025-06-15 03:31:52)
一个卖塑料玩具的公司，凭什么比茅台还值钱！在上海某中型私募机构的晨会现场，资深投资经理王海涛拍着桌子对同事们说。 近3年前的这个场景，历经多年市场牛熊周期的王海涛如今仍旧历历在目。 这家卖塑料玩具的公司，不仅时时让基金经理们为之纠结、困惑，也让街头巷尾的民众对其直呼看不懂！ 这家公司，就是以盲盒走进人们视野，又以Labubu[阅读全文]
