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PhyrexNov 30, 2025 at 10:59 am
顺着武兄的解释,在聊聊中央这次的文件,从我个人的角度来看,主要是为了“稳定币”这三个字。 第一句“虚拟货币不具有与法定货币等同的法律地位,不具有法偿性,不应且不能作为货币在市场上流通使用”直接就定性了加密货币和法币的法律地位。 其实本质上大家都是知道的,在中国是可以持有 $BTC央行组织召开打击虚拟货币交易炒作工作协调会议,会影响哪些方面?对市场冲击大么?看公告全文核心影响就是下面两点:1、“稳定币存在用于洗钱、集资诈骗、违规跨境转移等非农活动风险”,那应该会严查OTC、CX活动等,可能对资金流监控力度更大; 2、“聚焦信息流、资金流等重点环节”, x.com/qinbafrank/sta…
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Arthur HayesNov 30, 2025 at 07:43 am
The Tether folks are in the early innings of running a massive interest rate trade. How I read this audit is they think the Fed will cut rates which crushes their interest income. In response, they are buying gold and $BTC that should in theory moon as the price of money falls.
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