Stripe 想要涉足穩定幣

如果完成，收購 Bridge 的交易將成為 Stripe 史上規模最大的交易，價值 700 億美元。

Fintech giant Stripe is reportedly in advanced talks to acquire Bridge, a startup that enables businesses to accept cross-border payments made with stablecoins.

據報道，金融科技巨頭 Stripe 正在就收購 Bridge 進行深入談判，Bridge 是一家幫助企業接受穩定幣跨國支付的新創公司。

If completed, the deal to buy Bridge would be the largest in Stripe’s history at $70 billion. It also comes after the company reentered the crypto industry after a multiyear absence. After first accepting crypto payments in 2014, the firm stopped in 2018 due to technical difficulties and high transaction rates. Stripe only restarted them in October.

如果完成，收購 Bridge 的交易將成為 Stripe 史上規模最大的交易，價值 700 億美元。此前，該公司在闊別多年後重新進入加密貨幣行業。該公司於 2014 年首次接受加密貨幣支付，但由於技術困難和高交易率，於 2018 年停止接受加密貨幣支付。 Stripe 在 10 月才重新啟動它們。

Acquiring the startup would provide a backbone for the company to venture more deeply into stablecoins, cryptocurrencies pegged to another currency or financial instrument. Such coins, which include Tether (USDT), USD Coin (USDC) and Dai (DAI), carried a collective market cap of more than $170 billion, per Forbes’ Digital Assets live tracker.

收購這家新創公司將為該公司更深入地涉足穩定幣、與另一種貨幣或金融工具掛鉤的加密貨幣提供支柱。根據《富比士》數位資產即時追蹤器的數據，此類代幣包括 Tether (USDT)、USD Coin (USDC) 和 Dai (DAI)，其總市值超過 1,700 億美元。

Bridge, which offers software to enable businesses to accept cross-border payments made with stablecoins, has processed more than $5 billion in annualized payment volume, according to a blog post by investor Sequoia in August. It counts government departments like the U.S. State Department and U.S. Treasury and companies like SpaceX and Coinbase among its customers.

根據投資者紅杉資本 8 月份的一篇部落格文章，Bridge 提供的軟體使企業能夠接受使用穩定幣進行的跨境支付，該公司已處理了超過 50 億美元的年支付額。它的客戶包括美國國務院和美國財政部等政府部門以及 SpaceX 和 Coinbase 等公司。

However, it still has a long way to go to usurp industry incumbents. For example, in 2023 Visa processed 212.6 billion transactions worth $12.3 trillion.

然而，它距離取代行業老牌企業還有很長的路要走。例如，2023 年，Visa 處理了 2,126 億筆交易，價值 12.3 兆美元。

Bitcoin’s price is rallying again ahead of the presidential election next month, with the flagship cryptocurrency up 12.8% this month to reach $68,885 on Monday. Without an immediate obvious catalyst, the likely cause of this push is growing expectations of a Donald Trump victory.

在下個月的總統大選之前，比特幣的價格再次上漲，本月旗艦加密貨幣上漲 12.8%，週一達到 68,885 美元。如果沒有立即明顯的催化劑，這種推動的可能原因是對唐納德·川普獲勝的期望越來越高。

According to Polymarket, investors are placing a 60% likelihood of his retaking the White House (even if most nationwide polls see a much closer race). Nevertheless, this probability returns his odds to where they were on July 21, when President Biden gave way to Kamala Harris in the campaign. Odds on Polymarket have also raised the likelihood of a Republican sweep of Congress to 40%, which is also the highest that they have been since Biden withdrew.

據 Polymarket 稱，投資者認為他重新入主白宮的可能性為 60%（即使大多數全國民調顯示競選結果更接近）。儘管如此，這種可能性使他的勝算回到了 7 月 21 日的水平，當時拜登總統在競選中讓位給了卡馬拉·哈里斯。 Polymarket 的賠率也將共和黨橫掃國會的可能性提高至 40%，這也是自拜登退出以來的最高水平。

A unified government could benefit crypto in 2025 by making the passage of key legislation that would regulate stablecoins and settle turf wars between the SEC and CFTC more likely.

統一的政府可能會在 2025 年通過監管穩定幣的關鍵立法，並更有可能解決 SEC 和 CFTC 之間的地盤之爭，從而使加密貨幣受益。

On October 17, the Federal Bureau of Investigation arrested Eric Council Jr., 25, for hacking and then unlawfully posting a fake spot bitcoin ETF approval message in January on the Securities and Exchange Commission’s Twitter account. He allegedly gained access to the account via a SIM swap attack, whereby a hacker tricks a phone carrier into assigning a telephone number to a new device. Council is charged with conspiracy to commit aggravated identity theft and access device fraud.

10 月17 日，聯邦調查局逮捕了25 歲的埃里克·康瑟爾(Eric Council Jr.)，原因是他實施了黑客行為，並於1 月份在美國證券交易委員會的Twitter 帳戶上非法發布了虛假的現貨比特幣ETF 批准訊息。據稱，他透過 SIM 交換攻擊獲得了該帳戶的存取權限，駭客利用該攻擊欺騙電話業者為新設備分配電話號碼。委員會被指控串謀嚴重身分盜竊和存取設備詐欺。

The post immediately caused some volatility in bitcoin’s price. Due to the massive hype surrounding the expected launch of spot bitcoin ETFs, which would go on to have the most successful debuts in history and today hold more than $60 billion in assets under management, the price initially surged more than $1,000. After they regained access to the account and deleted the post, the price fell $2,000.

該帖子立即引起了比特幣價格的一些波動。由於圍繞現貨比特幣 ETF 的預期推出進行了大量炒作，該 ETF 將成為歷史上最成功的首次亮相，目前管理的資產超過 600 億美元，價格最初飆升超過 1,000 美元。在他們重新獲得該帳戶的訪問權限並刪除該帖子後，價格下跌了 2,000 美元。

The hack was also an embarrassing episode for the SEC, when the Twitter security team revealed it did not have two-factor authentication set up as a safeguard for the account, which has 754,000 followers.

這次駭客攻擊對 SEC 來說也是一個尷尬的事件，當時 Twitter 安全團隊透露，它沒有設定雙重認證來保護該擁有 754,000 名粉絲的帳戶。