Stripe 想要涉足稳定币

如果完成，收购 Bridge 的交易将成为 Stripe 历史上规模最大的交易，价值 700 亿美元。

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

据报道，金融科技巨头 Stripe 正在就收购 Bridge 进行深入谈判，Bridge 是一家帮助企业接受稳定币跨境支付的初创公司。

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，收购 Bridge 的交易将成为 Stripe 历史上规模最大的交易，价值 700 亿美元。此前，该公司在阔别多年后重新进入加密货币行业。该公司于 2014 年首次接受加密货币支付，但由于技术困难和高交易率，于 2018 年停止接受加密货币支付。 Stripe 在 10 月份才重新启动它们。

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.

收购这家初创公司将为该公司更深入地涉足稳定币、与另一种货币或金融工具挂钩的加密货币提供支柱。根据《福布斯》数字资产实时跟踪器的数据，此类代币包括 Tether (USDT)、USD Coin (USDC) 和 Dai (DAI)，其总市值超过 1700 亿美元。

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.

根据投资者红杉资本 8 月份的一篇博客文章，Bridge 提供的软件使企业能够接受使用稳定币进行的跨境支付，该公司已处理了超过 50 亿美元的年支付额。它的客户包括美国国务院和美国财政部等政府部门以及 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，它距离取代行业老牌企业还有很长的路要走。例如，2023 年，Visa 处理了 2126 亿笔交易，价值 12.3 万亿美元。

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.

在下个月的总统大选之前，比特币的价格再次上涨，本月旗舰加密货币上涨 12.8%，周一达到 68,885 美元。如果没有立即明显的催化剂，这种推动的可能原因是对唐纳德·特朗普获胜的期望越来越高。

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.

据 Polymarket 称，投资者认为他重新入主白宫的可能性为 60%（即使大多数全国民意调查显示竞选结果更加接近）。尽管如此，这种可能性使他的胜算回到了 7 月 21 日的水平，当时拜登总统在竞选中让位给了卡马拉·哈里斯。 Polymarket 的赔率也将共和党横扫国会的可能性提高至 40%，这也是自拜登退出以来的最高水平。

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.

统一的政府可能会在 2025 年通过监管稳定币的关键立法，并更有可能解决 SEC 和 CFTC 之间的地盘之争，从而使加密货币受益。

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，联邦调查局逮捕了 25 岁的埃里克·康瑟尔 (Eric Council Jr.)，原因是他实施了黑客行为，并于 1 月份在美国证券交易委员会的 Twitter 账户上非法发布了虚假的现货比特币 ETF 批准消息。据称，他通过 SIM 交换攻击获得了该帐户的访问权限，黑客利用该攻击欺骗电话运营商为新设备分配电话号码。委员会被指控串谋实施严重身份盗窃和访问设备欺诈。

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.

该帖子立即引起了比特币价格的一些波动。由于围绕现货比特币 ETF 的预期推出进行了大量炒作，该 ETF 将成为历史上最成功的首次亮相，目前管理的资产超过 600 亿美元，价格最初飙升超过 1,000 美元。在他们重新获得该帐户的访问权限并删除该帖子后，价格下跌了 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.

这次黑客攻击对 SEC 来说也是一个尴尬的事件，当时 Twitter 安全团队透露，它没有设置双因素身份验证来保护该拥有 754,000 名粉丝的帐户。