{"id":5789,"date":"2026-11-04T16:38:28","date_gmt":"2026-11-04T08:38:28","guid":{"rendered":"http:\/\/www.baoxue123.com\/?p=5789"},"modified":"2026-11-04T16:38:28","modified_gmt":"2026-11-04T08:38:28","slug":"%e5%af%b9%e8%af%9d-oppenheimer-%e6%89%a7%e8%a1%8c%e8%91%a3%e4%ba%8b%ef%bc%9acoinbase-q2-%e4%ba%a4%e6%98%93%e6%94%b6%e5%85%a5%e4%b8%8d%e5%8f%8a%e9%a2%84%e6%9c%9f%ef%bc%8c%e5%93%aa%e4%ba%9b%e4%b8%9a","status":"publish","type":"post","link":"http:\/\/www.0554zsks.com\/?p=5789","title":{"rendered":"\u5bf9\u8bdd Oppenheimer \u6267\u884c\u8463\u4e8b\uff1aCoinbase Q2 \u4ea4\u6613\u6536\u5165\u4e0d\u53ca\u9884\u671f\uff0c\u54ea\u4e9b\u4e1a\u52a1\u5c06\u6210\u65b0\u589e\u957f\u70b9\uff1f"},"content":{"rendered":"<h1 class=\"art_tit\">\u5bf9\u8bdd Oppenheimer \u6267\u884c\u8463\u4e8b\uff1aCoinbase Q2 \u4ea4\u6613\u6536\u5165\u4e0d\u53ca\u9884\u671f\uff0c\u54ea\u4e9b\u4e1a\u52a1\u5c06\u6210\u65b0\u589e\u957f\u70b9\uff1f<\/h1>\n<div class=\"content_text\">\n<p><span>\u539f\u6587\u6807\u9898\uff1aIn Q2 Earnings, MSTR Surges, and Coinbase Stumbles. But What\\&#8217;s Next?<\/span><\/p>\n<p><span>\u4e3b\u6301\u4eba\uff1aSteven Ehrlich\uff0cUnchained \u9996\u5e2d\u64b0\u7a3f\u4eba<\/span><\/p>\n<p><span>\u5609\u5bbe\uff1aOwen Lau\uff0cOppenheimer &amp; Co \u6267\u884c\u8463\u4e8b\u3001\u80a1\u7968\u7814\u7a76\u90e8\u9ad8\u7ea7\u5206\u6790\u5e08<\/span><\/p>\n<p><span>\u64ad\u5ba2\u65e5\u671f\uff1a2025\u5e748\u67082\u65e5<\/span><\/p>\n<p><span>\u6574\u7406&amp;\u7f16\u8bd1\uff1aFairy\uff0cChainCatcher<\/span><\/p>\n<p>\u00a0<\/p>\n<p><span><b><span>\u7f16\u8005\u6309\uff1a<\/span><\/b><\/span><\/p>\n<p><span>Coinbase <span>\u6b63\u7ad9\u5728\u52a0\u5bc6\u884c\u4e1a\u65b0\u65f6\u4ee3\u7684\u5341\u5b57\u8def\u53e3\uff1a\u7a33\u5b9a\u5e01\u6536\u5165\u5f3a\u52b2\u589e\u957f\uff0c<\/span><span>Base <\/span><span>\u94fe\u91ce\u5fc3\u52c3\u52c3\uff0c\u884d\u751f\u54c1\u5e02\u573a\u5feb\u901f\u6269\u5f20\uff0c\u4f20\u7edf\u91d1\u878d\u5de8\u5934\u6469\u6839\u5927\u901a\u548c <\/span><span>PNC <\/span><span>\u4e5f\u4e0e\u5176\u6df1\u5ea6\u5408\u4f5c\u3002<\/span><\/span><\/p>\n<p><span>7<span>\u6708<\/span><span>31<\/span><span>\u65e5\uff0c<\/span><span>Coinbase <\/span><span>\u53d1\u5e03\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u62a5\uff0c\u51c0\u5229\u6da6\u8fbe\u5230<\/span><span>14.3<\/span><span>\u4ebf\u7f8e\u5143\uff0c\u8fdc\u8d85\u53bb\u5e74\u540c\u671f\uff0c\u4f46\u4ea4\u6613\u6536\u5165\u73af\u6bd4\u4e0b\u964d\u4e86<\/span><span>39%<\/span><span>\u3002\u672c\u671f\u5bf9\u8bdd\u4e2d\uff0c\u8d44\u6df1\u5206\u6790\u5e08 <\/span><span>Owen <\/span><span>\u6df1\u5ea6\u89e3\u6790\u8d22\u62a5\u80cc\u540e\u7684\u6838\u5fc3\u52a8\u56e0\u3001\u6218\u7565\u5e03\u5c40\u53ca\u5e02\u573a\u6f5c\u529b\uff0c\u5e26\u6765\u4e00\u7ebf\u6d1e\u5bdf\u3002<\/span><\/span><\/p>\n<p><span><span>\u4ece\u76d1\u7ba1\u653f\u7b56\u63a8\u8fdb\u3001<\/span>FinTech <span>\u6570\u636e\u6536\u8d39\u4e89\u8bae\uff0c\u5230\u884c\u4e1a <\/span><span>IPO <\/span><span>\u6d6a\u6f6e\u4e0e\u5e76\u8d2d\u6574\u5408\u52a0\u901f\uff0c\u672a\u6765\u516d\u4e2a\u6708\u52a0\u5bc6\u5e02\u573a\u6ce2\u8be1\u4e91\u8c32\uff0c\u6bcf\u4e00\u6b65\u90fd\u7275\u52a8\u884c\u4e1a\u8d70\u5411\u3002\u8fd9\u4e0d\u4ec5\u662f <\/span><span>Coinbase <\/span><span>\u7684\u5173\u952e\u65f6\u523b\uff0c\u66f4\u662f\u6574\u4e2a\u52a0\u5bc6\u884c\u4e1a\u7684\u98ce\u5411\u6807\u3002<\/span><\/span><\/p>\n<p><span><span>\u4ee5\u4e0b\u4e3a\u5bf9\u8bdd\u5185\u5bb9\uff0c\u7531<\/span> ChainCatcher <span>\u7f16\u8bd1\u6574\u7406\u3002<\/span><\/span><\/p>\n<p>\u00a0<\/p>\n<p><span><b><span>Steven :<\/span><\/b><b><span>Coinbase <\/span><span>\u53d1\u5e03\u4e86\u8d22\u62a5\uff0c\u5e02\u573a\u539f\u672c\u9884\u671f\u5f88\u9ad8\uff0c\u4f46\u53cd\u5e94\u5374\u5f88\u7cdf\u3002\u4f60\u80fd\u89e3\u91ca\u4e00\u4e0b\u4ed6\u4eec\u516c\u5e03\u4e86\u4ec0\u4e48\uff0c\u4ee5\u53ca\u5e02\u573a\u4e3a\u4f55\u53cd\u5e94\u8fd9\u4e48\u8d1f\u9762\u5417\uff1f<\/span><\/b><\/span><\/p>\n<p><span><b><span>Owen<\/span><\/b><b><span>\uff1a<\/span><\/b><span>\u5176\u5b9e\u6211\u4eec\u65e9\u5c31\u63d0\u9192\u8fc7\u8981\u5bf9\u8fd9\u4efd\u8d22\u62a5\u4fdd\u6301\u8c28\u614e\u3002\u6211\u4eec\u8ffd\u8e2a\u7684\u6570\u636e\u663e\u793a\uff0c<\/span>Coinbase <span>\u7b2c\u4e8c\u5b63\u5ea6\u4ea4\u6613\u91cf\u73af\u6bd4\u4e0b\u6ed1\u4e86\u7ea6 <\/span><span>40%<\/span><span>\u3002\u7b2c\u4e00\u5b63\u5ea6\u8868\u73b0\u4e0d\u9519\uff0c\u4f46\u6211\u4eec\u65e9\u5c31\u77e5\u9053\u7b2c\u4e8c\u5b63\u5ea6\u4f1a\u8d70\u5f31\u3002\u95ee\u9898\u5728\u4e8e\uff0c\u5e02\u573a\u9884\u671f\u4ecd\u7136\u8fc7\u4e8e\u4e50\u89c2\uff0c\u5bfc\u81f4\u9884\u671f\u503c\u504f\u9ad8\u3002<\/span><\/span><\/p>\n<p><span><span>\u8fd9\u6b21\u8d22\u62a5\u57fa\u672c\u7b26\u5408\u6211\u4eec\u81ea\u5df1\u7684\u9884\u671f\uff0c\u4f46\u8fdc\u4f4e\u4e8e\u5e02\u573a\u5171\u8bc6\uff0c\u80a1\u4ef7\u4e5f\u56e0\u6b64\u4e0b\u8dcc\u4e86\u7ea6<\/span> 16%<span>\u3002<\/span><\/span><\/p>\n<p><span><span>\u4e0d\u8fc7\uff0c\u8d22\u62a5\u672c\u8eab\u6ca1\u6709\u4ec0\u4e48<\/span><span>\u201c<\/span><span>\u5371\u9669\u4fe1\u53f7<\/span><span>\u201d<\/span><span>\u3002\u4e3b\u8981\u662f\u7b2c\u4e8c\u5b63\u5ea6\u5b8f\u89c2\u73af\u5883\u6076\u5316\uff0c\u6295\u8d44\u8005\u907f\u9669\u60c5\u7eea\u4e0a\u5347\uff0c\u52a0\u5bc6\u4ea4\u6613\u81ea\u7136\u4e0b\u6ed1\u3002<\/span><\/span><\/p>\n<p>\u00a0<\/p>\n<p><span><strong><span>Steven <\/span><span>:<\/span><\/strong><span>\u5e02\u573a\u9700\u6c42\u5176\u5b9e\u5f88\u75b2\u8f6f\uff0c\u53ea\u662f\u88ab\u4e00\u4e9b<\/span><span>\u201c<\/span><span>\u5927\u578b\u8d22\u653f\u516c\u53f8<\/span><span>\u201d<\/span><span>\u7b79\u96c6\u6570\u5341\u4ebf\u7f8e\u5143\u4e70\u8d44\u4ea7\u7684\u884c\u4e3a\u63a9\u76d6\u4e86\uff0c\u8fd9\u548c\u6563\u6237\u70ed\u60c5\u5173\u7cfb\u4e0d\u5927\u3002\u6211\u4e5f\u7528 <\/span><span>Google Trends <\/span><span>\u8ffd\u8e2a\u6563\u6237\u5bf9\u6bd4\u7279\u5e01\u7b49\u8d44\u4ea7\u7684\u5173\u6ce8\u5ea6\uff0c\u4e00\u76f4\u5f88\u4f4e\u8ff7\uff0c<\/span><span>Coinbase <\/span><span>\u8d22\u62a5\u91cc\u4e5f\u53cd\u6620\u4e86\u8fd9\u4e00\u70b9\u3002<\/span><\/span><\/p>\n<p><span><b><span>Owen\uff1a<\/span><\/b><span>\u8fd9\u4e9b\u56e0\u7d20\u5bf9\u4ea4\u6613\u91cf\u7684\u5f71\u54cd\u5176\u5b9e\u5f88\u96be\u7cbe\u786e\u5224\u65ad\u3002\u4f46\u4eca\u5e74\u4e0a\u534a\u5e74\u786e\u5b9e\u8bde\u751f\u4e86\u4e0d\u5c11\u65b0\u7684\u4f01\u4e1a\u8d22\u653f\u516c\u53f8\u3002\u8fd9\u53ef\u80fd\u662f\u5229\u597d\uff0c\u4f46\u76ee\u524d\u8fd8\u770b\u4e0d\u51fa\u660e\u663e\u63a8\u52a8\u4ea4\u6613\u91cf\u3002<\/span><\/span><\/p>\n<p><span><span>\u5f53\u7136\uff0c\u5982\u679c\u8fd9\u4e9b\u516c\u53f8\u7528<\/span> Coinbase <span>\u8fdb\u884c\u6258\u7ba1\u6216\u4ea4\u6613\uff0c\u957f\u8fdc\u6765\u770b\u4f1a\u63d0\u5347\u5e73\u53f0\u7684\u4ea4\u6613\u91cf\u3002\u4e0d\u4ec5\u662f <\/span><span>Coinbase<\/span><span>\uff0c\u6574\u4e2a\u884c\u4e1a\u90fd\u6709\u53ef\u80fd\u53d7\u76ca\u3002\u4f46\u73b0\u5728\u8fd8\u592a\u65e9\uff0c\u6211\u4eec\u8fd8\u5f97\u7ee7\u7eed\u89c2\u5bdf\u8fd9\u4e9b\u516c\u53f8\u7684\u540e\u7eed\u52a8\u5411\u3002<\/span><\/span><\/p>\n<p>\u00a0<\/p>\n<p><strong><span><span>Steven<\/span><span>: <\/span>Coinbase <span>\u9ad8\u5c42\uff0c\u50cf <\/span><span>Brian<\/span><span>\u3001<\/span><span>Alicia<\/span><span>\u3001<\/span><span>Emily<\/span><span>\uff0c\u6700\u8fd1\u90fd\u5728\u5927\u529b\u63a8\u52a8\u8ba2\u9605\u4e0e\u670d\u52a1\u4e1a\u52a1\uff0c\u5e0c\u671b\u7528\u5b83\u6765\u5bf9\u51b2\u4ea4\u6613\u6ce2\u52a8\uff0c\u76ee\u6807\u662f\u8fd9\u90e8\u5206\u6536\u5165\u5360\u603b\u51c0\u8425\u6536\u7684<\/span><span>50%<\/span><span>\u4ee5\u4e0a\uff0c\u4ee5\u7a33\u5b9a\u8425\u6536\u3002<\/span><span>\u4e0d\u8fc7\u8ba2\u9605\u4e1a\u52a1\u8868\u73b0\u4e5f\u4e0d\u7406\u60f3\uff0c\u4f60\u600e\u4e48\u770b\uff1f<\/span><\/span><\/strong><\/p>\n<p><span><b><span>Owen\uff1a<\/span><\/b><span>\u516c\u53f8\u65e9\u5c31\u9884\u544a\u7b2c\u4e8c\u5b63\u5ea6\u8ba2\u9605\u6536\u5165\u4f1a\u7565\u964d\uff0c\u6240\u4ee5\u8fd9\u4e0d\u7b97\u610f\u5916\u3002\u5b9e\u9645\u6570\u636e\u57fa\u672c\u7b26\u5408\u9884\u671f\uff0c\u6709\u65f6\u751a\u81f3\u7565\u9ad8\u3002<\/span><\/span><\/p>\n<p><span><span>\u5e02\u573a\u5931\u671b\u4e3b\u8981\u662f\u56e0\u4e3a<\/span> Circle <span>\u53ca\u5176 <\/span><span>IPO<\/span><span>\u8ba9\u5927\u5bb6\u5bf9\u5e02\u503c\u548c\u53cc\u65b9\u6536\u5165\u9884\u671f\u8fc7\u9ad8\u3002\u4f46\u4ece\u7ba1\u7406\u5c42\u7ed9\u51fa\u7684\u6307\u5f15\u548c\u5b9e\u9645\u7ed3\u679c\u770b\uff0c\u6574\u4f53\u662f\u7b26\u5408\u9884\u671f\u7684\u3002<\/span><\/span><\/p>\n<p><span><span>\u770b\u7b2c\u4e09\u5b63\u5ea6\u6307\u5f15\uff0c\u8ba2\u9605\u6536\u5165\u9884\u8ba1\u6bd4\u7b2c\u4e8c\u5b63\u5ea6\u589e\u957f\u7ea6<\/span>7%<span>\uff0c\u663e\u793a\u6e29\u548c\u589e\u957f\u8d8b\u52bf\u3002\u8fd9\u8bf4\u660e\u516c\u53f8\u76ee\u6807\u548c\u589e\u957f\u52a8\u529b\u4f9d\u65e7\u660e\u786e\uff0c\u6bd4\u5982\u5e02\u503c\u63d0\u5347\u3001\u91c7\u7528\u7387\u589e\u52a0\uff0c\u5c24\u5176\u662f\u7a33\u5b9a\u5e01\u7684\u5e7f\u6cdb\u5e94\u7528\u3002\u6240\u4ee5\u6211\u8ba4\u4e3a\u8fd9\u4e00\u53d9\u4e8b\u4f9d\u7136\u6210\u7acb\u3002<\/span><\/span><\/p>\n<p>\u00a0<\/p>\n<p><strong><span><span>Steven<\/span><span>: <\/span>Circle <span>\u53d1\u5e03 <\/span><span>S-1 <\/span><span>\u6587\u4ef6\u65f6\uff0c\u793e\u533a\u9707\u60ca\u5730\u53d1\u73b0 <\/span><span>Coinbase <\/span><span>\u4ece <\/span><span>USDC <\/span><span>\u4e0a\u8d5a\u7684\u94b1\u53ef\u80fd\u662f <\/span><span>Circle <\/span><span>\u7684\u5341\u500d\u3002<\/span><\/span><span><span>\u521a\u521a\u7b7e\u7f72\u7684\u300a<\/span>Genius <span>\u6cd5\u6848\u300b\u5bf9 <\/span><span>USDC <\/span><span>\u5f71\u54cd\u8fd8\u4e0d\u660e\uff0c\u4f46\u9274\u4e8e\u8fd9\u662f\u4e1a\u52a1\u4e2d\u7684\u5927\u5934\uff0c\u4f60\u600e\u4e48\u770b\uff1f<\/span><\/span><\/strong><\/p>\n<p><span><b><span>Owen\uff1a<\/span><\/b><span>\u5173\u952e\u662f\u4ed6\u4eec\u9884\u8ba1\u7a33\u5b9a\u5e01\u6536\u5165\u4f1a\u6301\u7eed\u589e\u957f\u3002<\/span><span>Coinbase \u6b63\u79ef\u6781\u63a8\u52a8 USDC \u91c7\u7528\uff0c\u6bd4\u5982\u548c Shopify\u3001Nodo Clear \u5408\u4f5c\uff0c\u62d3\u5c55\u7535\u5546\u548c\u8d44\u672c\u5e02\u573a\u7684\u4f7f\u7528\u573a\u666f\u3002<\/span><\/span><\/p>\n<p><span><span>\u4ed6\u4eec\u5e0c\u671b<\/span> <span>USDC \u80fd\u66ff\u4ee3\u73b0\u91d1\u4f5c\u4e3a\u62b5\u62bc\u54c1\uff0c\u751a\u81f3\u672a\u6765\u6210\u4e3a\u4fe1\u7528\u5361\u6216\u501f\u8bb0\u5361\u7684\u652f\u4ed8\u624b\u6bb5\u3002\u6211\u4e5f\u76f8\u4fe1\u8fd9\u6709\u53ef\u80fd\uff0c\u4f46\u9700\u8981\u65f6\u95f4\u548c\u57fa\u7840\u8bbe\u65bd\u652f\u6301\u3002<\/span><\/span><\/p>\n<p><span><span>\u6b64\u5916\uff0c<\/span><span>Coinbase \u548c Circle \u6709\u5927\u7ea6 50\/50 \u7684\u6536\u5165\u5206\u6210\u534f\u8bae\uff0c\u8fd9\u662f Coinbase \u5b9e\u73b0\u957f\u671f\u76c8\u5229\u7684\u5173\u952e\u3002\u6240\u4ee5\u4ece\u8fd9\u5757\u770b\uff0cCoinbase \u524d\u666f\u4f9d\u7136\u5f3a\u52b2\u3002<\/span><\/span><\/p>\n<p>\u00a0<\/p>\n<p><strong><span><span>Steven <\/span><span>:<\/span><span>Coinbase <\/span><span>\u548c <\/span><span>Circle <\/span><span>\u73b0\u5728\u6709\u673a\u4f1a\u5728\u7535\u5546\u548c\u4f20\u7edf\u91d1\u878d\u9886\u57df\u63a8\u52a8 <\/span><span>USDC <\/span><span>\u5e94\u7528\uff0c\u62a2\u5728\u6469\u6839\u5927\u901a\u3001\u82b1\u65d7\u7b49\u5927\u94f6\u884c\u4e4b\u524d\u8fdb\u5165\u8fd9\u5757\u201c\u5f00\u653e\u6218\u573a\u201d\u3002\u4f60\u600e\u4e48\u770b<\/span><span>\u7a33\u5b9a\u5e01\u672a\u6765\u7684\u7ade\u4e89\u683c\u5c40\u548c\u53d1\u5c55<\/span><span>\uff1f<\/span><\/span><\/strong><\/p>\n<p><span><b><span>Owen\uff1a<\/span><\/b><span>\u6211\u89c9\u5f97\u53ef\u4ee5\u628a\u7a33\u5b9a\u5e01\u5206\u6210<\/span><span>\u201c<\/span><span>\u4e13\u5c5e\u54c1\u724c<\/span><span>\u201d<\/span><span>\u548c<\/span><span>\u201c<\/span><span>\u901a\u7528\u578b<\/span><span>\u201d<\/span><span>\uff0c\u5c31\u50cf\u4e13\u5c5e\u4fe1\u7528\u5361\u548c\u901a\u7528\u4fe1\u7528\u5361\u7684\u533a\u522b\u3002<\/span><\/span><\/p>\n<p><span><span>\u4e13\u5c5e\u4fe1\u7528\u5361\u6bd4\u5982<\/span> Macy\u2019s <span>\u81ea\u5bb6\u5361\uff0c\u53ea\u80fd\u5728 <\/span><span>Macy\u2019s <\/span><span>\u7528\uff0c\u4f46 <\/span><span>Macy\u2019s <\/span><span>\u4e5f\u63a5\u53d7 <\/span><span>Visa <\/span><span>\u6216 <\/span><span>Mastercard <\/span><span>\u8fd9\u7c7b\u901a\u7528\u5361\u3002\u540c\u7406\uff0c\u6469\u6839\u5927\u901a\u7b49\u5927\u884c\u5f00\u53d1\u81ea\u5df1\u7684\u7a33\u5b9a\u5e01\uff0c\u662f\u597d\u4e8b\uff0c\u4ed6\u4eec\u5728\u5efa\u8bbe\u57fa\u7840\u8bbe\u65bd\u3002<\/span><\/span><\/p>\n<p><span><span>\u672a\u6765\u8fd9\u4e9b\u4e13\u5c5e\u7a33\u5b9a\u5e01\u548c<\/span> USDC<span>\u3001<\/span><span>USDT <\/span><span>\u8fd9\u7c7b\u901a\u7528\u7a33\u5b9a\u5e01\u4f1a\u5171\u5b58\uff0c\u50cf\u4e0d\u540c\u7684\u652f\u4ed8\u8f68\u9053\u4e00\u8d77\u8fd0\u884c\u3002<\/span><\/span><\/p>\n<p>\u00a0<\/p>\n<p><span><strong><span>Steven <\/span><span>:<\/span>Coinbase <span>\u63a8\u51fa\u4e86\u4e00\u4e2a\u65b0\u7684 <\/span><span>Base <\/span><span>\u5e94\u7528<\/span><span>\uff1b<\/span><span>\u5f00\u59cb\u505a\u80a1\u7968\u4ee3\u5e01\u5316\uff1b\u4e0a\u7ebf\u4e86\u672c\u5730\u6e05\u7b97\u7cfb\u7edf\uff0c\u8865\u5145\u56fd\u9645\u4e1a\u52a1\uff1b\u8fd8\u6709\u53d7\u76d1\u7ba1\u7684\u884d\u751f\u54c1\u671f\u8d27\u4e1a\u52a1\u3002<\/span><\/strong><b><span>\u4f60\u80fd\u6574\u4f53\u8c08\u8c08\u8fd9\u4e9b\u65b0\u4ea7\u54c1\u80cc\u540e\u7684\u903b\u8f91\u5417\uff1f\u4ee5\u53ca\u5927\u6982\u591a\u4e45\u80fd\u770b\u5230\u5b83\u4eec\u5e26\u6765\u5b9e\u8d28\u8425\u6536\uff1f<\/span><\/b><\/span><\/p>\n<p><span><b><span>Owen\uff1a<\/span><\/b>Coinbase <span>\u5bf9\u8fd9\u4e2a\u65b0\u7684 <\/span><span>Base App <\/span><span>\u975e\u5e38\u91cd\u89c6\uff0c\u5dee\u4e0d\u591a\u4e24\u5468\u524d\u6b63\u5f0f\u53d1\u5e03\u3002\u4ed6\u4eec\u7684\u76ee\u6807\uff0c\u662f\u6253\u9020\u4e00\u4e2a\u7c7b\u4f3c\u5fae\u4fe1\u7684<\/span><span>\u201c<\/span><span>\u7f8e\u56fd\u7248\u8d85\u7ea7\u5e94\u7528<\/span><span>\u201d<\/span><span>\u3002\u6211\u4e2a\u4eba\u4e5f\u5f88\u671f\u5f85\uff0c\u56e0\u4e3a\u7f8e\u56fd\u8fd8\u6ca1\u6709\u8fd9\u6837\u7684\u4ea7\u54c1\u3002\u76ee\u524d\u5019\u8865\u540d\u5355\u4e0a\u5df2\u6709 <\/span><span>70\u201380 <\/span><span>\u4e07\u4eba\uff0c\u8bf4\u660e\u7528\u6237\u5e76\u4e0d\u53ea\u662f\u51b2\u7740\u7a7a\u6295\u6765\u7684\uff0c\u5c24\u5176 <\/span><span>Base Token <\/span><span>\u8fd8\u6ca1\u6709\u660e\u786e\u4e0a\u7ebf\u65f6\u95f4\u3002<\/span><\/span><\/p>\n<p><span><span>\u8fd9\u6b3e<\/span> App <span>\u4e0d\u4ec5\u80fd\u5e26\u52a8\u4ea4\u6613\u548c\u6258\u7ba1\u6536\u5165\uff0c\u8fd8\u6709\u671b\u63a8\u52a8 <\/span><span>USDC <\/span><span>\u5728\u652f\u4ed8\u573a\u666f\u4e2d\u7684\u4f7f\u7528\u3002\u5982\u679c\u6210\u529f\uff0c\u5c06\u662f <\/span><span>Coinbase <\/span><span>\u7684\u4e00\u4e2a\u91cd\u5927\u7a81\u7834\u3002<\/span><\/span><\/p>\n<p><span><span>\u81f3\u4e8e\u4f60\u63d0\u5230\u7684\u884d\u751f\u54c1\u4e1a\u52a1\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u8868\u73b0\u4e5f\u975e\u5e38\u5f3a\u52b2\u3002\u56fd\u9645\u5e02\u573a\u4e0a\u7684\u540d\u4e49\u4ea4\u6613\u989d\u5df2\u8d85\u8fc7<\/span> 1 <span>\u4e07\u4ebf\u7f8e\u5143\uff0c\u867d\u7136\u6536\u5165\u5360\u6bd4\u8fd8\u4e0d\u9ad8\uff0c\u4f46\u4ea4\u6613\u4f53\u91cf\u6b63\u5728\u5feb\u901f\u589e\u957f\u3002<\/span><\/span><\/p>\n<p><span><span>\u4ed6\u4eec\u6b63\u5728\u4e0e\u5168\u7403\u9876\u7ea7\u4ea4\u6613\u6240\u5c55\u5f00\u7ade\u4e89\uff0c\u8fd9\u4e9b\u65b0\u4e1a\u52a1\u786e\u5b9e\u6709\u6f5c\u529b\u5728\u672a\u6765\u51e0\u4e2a\u5b63\u5ea6\u751a\u81f3\u51e0\u5e74\u5185\uff0c\u6210\u4e3a<\/span> Coinbase <span>\u76c8\u5229\u7684\u5173\u952e\u652f\u67f1\u3002<\/span><\/span><\/p>\n<p>\u00a0<\/p>\n<p><span><b><span>Steven :<\/span><\/b><b><span>\u5982\u679c<\/span> Coinbase \u5b8c\u6210\u5bf9 Deribit \u7684 29 \u4ebf\u7f8e\u5143\u6536\u8d2d\uff0c\u8fd9\u5757\u884d\u751f\u54c1\u4e1a\u52a1\u4f1a\u6709\u591a\u5927\u5f71\u54cd\uff1f<\/b><\/span><\/p>\n<p><span><b><span>Owen\uff1a<\/span><\/b><span>\u5f71\u54cd\u4f1a\u975e\u5e38\u5927\u3002\u76ee\u524d\u4ed6\u4eec\u5df2\u7ecf\u5728\u56fd\u9645\u5e02\u573a\u63a8\u51fa\u4e86\u6c38\u4e45\u5408\u7ea6\uff0c\u63a5\u4e0b\u6765\u8fd8\u8ba1\u5212\u5728\u7f8e\u56fd\u672c\u571f\u4e0a\u7ebf\u3002\u4f46\u5728\u671f\u6743\u4e1a\u52a1\u4e0a\uff0c<\/span>Coinbase <span>\u8fd8\u51e0\u4e4e\u6ca1\u6709\u5b58\u5728\u611f\uff0c\u800c\u6536\u8d2d <\/span><span>Deribit <\/span><span>\u7684\u5173\u952e\u4e4b\u4e00\u5c31\u662f\u8865\u9f50\u8fd9\u65b9\u9762\u7684\u77ed\u677f\u3002<\/span><\/span><\/p>\n<p><span><span>\u6b64\u5916\uff0c\u8fd9\u4e5f\u6709\u52a9\u4e8e\u5c06<\/span> Deribit <span>\u7684\u6280\u672f\u5f15\u5165\u7f8e\u56fd\uff0c\u9884\u8ba1\u6700\u5feb\u660e\u5e74\u5c31\u4f1a\u5927\u89c4\u6a21\u62d3\u5c55\u3002\u5177\u4f53\u5f71\u54cd\u8fd8\u4e0d\u597d\u91cf\u5316\uff0c\u56e0\u4e3a\u8d22\u52a1\u7ec6\u8282\u5c1a\u672a\u516c\u5e03\uff0c\u8981\u7b49\u7b2c\u4e09\u5b63\u5ea6\u624d\u80fd\u770b\u5230\u5b8c\u6574\u6570\u636e\uff0c\u5c4a\u65f6\u6211\u4f1a\u518d\u66f4\u65b0\u3002<\/span><\/span><\/p>\n<p>\u00a0<\/p>\n<p><strong><span><span>Steven <\/span><span>:<\/span><span>\u90a3\u4ed6\u4eec\u6709\u63d0\u5230<\/span> Base \u94fe\u7684\u6d3b\u8dc3\u5ea6\u5417\uff1f\u6211\u77e5\u9053\u94fe\u4e0a\u6d3b\u52a8\u5728\u589e\u957f\uff0c\u73b0\u5728\u5bf9\u8425\u6536\u6709\u6ca1\u6709\u5b9e\u9645\u8d21\u732e\uff1f<\/span><\/strong><\/p>\n<p><span><b><span>Owen\uff1a<\/span><\/b><span>\u6211\u4eec\u4e00\u76f4\u5728\u8ffd\u8e2a\uff0c<\/span>Base <span>\u7b2c\u4e8c\u5b63\u5ea6\u6d3b\u8dc3\u5ea6\u6bd4\u7b2c\u4e00\u5b63\u5ea6\u7565\u6709\u63d0\u5347\u3002\u4f46\u5c31\u8425\u6536\u800c\u8a00\uff0c\u76ee\u524d\u8d21\u732e\u8fd8\u5f88\u5c0f\uff0c\u53ef\u80fd\u4e0d\u5230\u603b\u6536\u5165\u7684 <\/span><span>1%<\/span><span>\uff0c\u8fd8\u5904\u4e8e\u65e9\u671f\u9636\u6bb5\u3002\u4e0d\u8fc7\u653e\u773c\u672a\u6765 <\/span><span>3 <\/span><span>\u5230 <\/span><span>5 <\/span><span>\u5e74\uff0c\u5b83\u6709\u6f5c\u529b\u53d8\u5f97\u975e\u5e38\u5173\u952e\u3002<\/span><\/span><\/p>\n<p>\u00a0<\/p>\n<p><span><b><span>Steven :<\/span><span>\u6469\u6839\u5927\u901a\u548c <\/span><span>PNC <\/span><span>\u94f6\u884c\u4e0e <\/span><span>Coinbase <\/span><span>\u7684\u5408\u4f5c\u6709\u591a\u91cd\u8981\uff1f<\/span><\/b><\/span><\/p>\n<p><span><b><span>Owen\uff1a<\/span><\/b><span>Coinbase <\/span><span>\u548c<\/span> JP Morgan \u7684\u5408\u4f5c\u53ef\u80fd\u4f1a\u6210\u4e3a\u672a\u6765\u4e0e\u5176\u4ed6\u94f6\u884c\u5408\u4f5c\u7684\u6a21\u677f\u3002<\/span><\/p>\n<p><span><span>\u73b0\u5728<\/span> Coinbase <span>\u66f4\u50cf\u662f\u8fd9\u4e9b\u94f6\u884c\u7684\u540e\u53f0\u6280\u672f\u63d0\u4f9b\u5546\uff0c\u4e0d\u4f1a\u5e72\u9884\u7528\u6237\u4f53\u9a8c\u3001\u6570\u636e\u6216\u54c1\u724c\u3002<\/span><span>JP Morgan <\/span><span>\u4ecd\u638c\u63a7\u4e00\u5207\uff0c<\/span><span>Coinbase <\/span><span>\u53ea\u662f\u63d0\u4f9b\u5e95\u5c42\u52a0\u5bc6\u6280\u672f\u3002<\/span><\/span><\/p>\n<p><span><span>\u8fd9\u662f\u6211\u4eec\u770b\u597d<\/span> Coinbase <span>\u7684\u4e00\u5927\u903b\u8f91<\/span><span>\uff0c<\/span><span>\u5b83\u4e0d\u4ec5\u662f\u4ea4\u6613\u5e73\u53f0\uff0c\u4e5f\u80fd\u6210\u4e3a\u4f20\u7edf\u91d1\u878d\u7684\u57fa\u7840\u8bbe\u65bd\u3002<\/span><\/span><\/p>\n<p><span><span>\u901a\u8fc7<\/span> <span>JP Morgan\uff0cCoinbase \u73b0\u5728\u80fd\u63a5\u89e6\u7ea6 8000 \u4e07\u7528\u6237\u3002\u6bd4\u5982\uff0c\u6301\u6709 JP Morgan \u4fe1\u7528\u5361\u7684\u7528\u6237\u73b0\u5728\u53ef\u4ee5\u76f4\u63a5\u7528\u5361\u4e70\u52a0\u5bc6\u3002<\/span><\/span><\/p>\n<p><span><span>\u7b2c\u4e8c\uff0c\u4ed6\u4eec\u6b63\u5728\u6253\u901a\u94fe\u4e0a\u652f\u4ed8\u548c\u4f20\u7edf\u79ef\u5206\u7cfb\u7edf\u3002\u73b0\u5728\u53ef\u4ee5\u628a\u4fe1\u7528\u5361\u79ef\u5206\u5151\u6362\u6210<\/span> <span>USDC\uff0c\u672a\u6765\u751a\u81f3\u53ef\u80fd\u652f\u6301\u822a\u7a7a\u91cc\u7a0b\u3001\u5f71\u9662\u79ef\u5206\u7b49\uff0c\u8fd9\u5bf9\u63a8\u52a8\u52a0\u5bc6\u8d27\u5e01\u8fdb\u5165\u4e3b\u6d41\u6d88\u8d39\u662f\u4e2a\u5173\u952e\u7a81\u7834\u3002<\/span><\/span><\/p>\n<p><span><!-- [if !supportLists]&gt;<span><span>\u7b2c\u4e09\uff0c<\/span><\/span>&lt;![endif]--><span>\u7528\u6237\u73b0\u5728\u53ef\u4ee5\u5c06<\/span> <span>Chase \u94f6\u884c\u8d26\u6237\u76f4\u63a5\u7ed1\u5b9a Coinbase\uff0c\u5b9e\u73b0\u65e0\u7f1d\u4e70\u5e01\u4f53\u9a8c\uff0c\u663e\u793a\u53cc\u65b9\u5408\u4f5c\u5df2\u975e\u5e38\u7d27\u5bc6\uff0c\u672a\u6765\u8fd8\u4f1a\u7ee7\u7eed\u6df1\u5316\u3002<\/span><\/span><\/p>\n<p>\u00a0<\/p>\n<p><span><b><span>Steve <\/span><\/b><strong><span>:\u8bf7\u4f60\u7b80\u8981\u8c08\u8c08\u5bf9\u672a\u6765\u516d\u4e2a\u6708\u7684\u5c55\u671b\uff0c\u7279\u522b\u662f\u5e02\u573a\u7ed3\u6784\u6cd5\u6848\uff08\u6bd4\u5982<\/span> Clarity Act\uff09\u7684\u8fdb\u5c55\uff0c\u4ee5\u53ca\u7b2c\u56db\u5b63\u5ea6\u901a\u5e38\u5bf9\u52a0\u5bc6\u5e02\u573a\u6765\u8bf4\u662f\u5f3a\u52bf\u671f\uff0c\u4f60\u600e\u4e48\u770b\uff1f<\/strong><\/span><\/p>\n<p><span><b><span>Owen\uff1a<\/span><\/b><span>\u6574\u4f53\u6765\u770b\uff0c\u6211\u6709\u51e0\u4e2a\u9884\u671f\uff1a<\/span><\/span><\/p>\n<p><span><span>1.\u76d1\u7ba1\u6e05\u6670\u5ea6\u63d0\u5347<\/span><\/span><\/p>\n<p><span><span>\u5e0c\u671b<\/span> <span>Clarity Act \u80fd\u5728 9 \u6708\u843d\u5730\uff0c\u8fd9\u5c06\u660e\u786e\u6bd4\u7279\u5e01\u548c\u4ee5\u592a\u574a\u7684\u5206\u7c7b\uff0c\u63a5\u4e0b\u6765\u53ef\u80fd\u4f1a\u770b\u5230\u5bf9 Cardano\u3001Solana\u3001Doge \u7b49\u5c71\u5be8\u5e01\u7684\u6cd5\u5f8b\u754c\u5b9a\u3002<\/span><\/span><\/p>\n<p><span><span>2.\u66f4\u591a\u516c\u53f8\u4e0a\u5e02\u6216\u878d\u8d44<\/span><\/span><\/p>\n<p><span><span>\u76d1\u7ba1\u660e\u6717\u540e\uff0c\u53ef\u80fd\u4f1a\u770b\u5230\u66f4\u591a\u52a0\u5bc6\u4f01\u4e1a\u542f\u52a8<\/span> <span>IPO \u6216\u65b0\u4e00\u8f6e\u878d\u8d44\u3002<\/span><\/span><\/p>\n<p><span><span>3.<\/span><span>\u884c\u4e1a\u5e76\u8d2d\u6574\u5408\u52a0\u901f<\/span><\/span><\/p>\n<p><span>\u4f20\u7edf\u91d1\u878d\u673a\u6784\u53ef\u80fd\u901a\u8fc7\u5e76\u8d2d\u65b9\u5f0f\u5207\u5165\u52a0\u5bc6\u884c\u4e1a\uff0c\u5c0f\u516c\u53f8\u95f4\u4e5f\u53ef\u80fd\u5408\u5e76\u4ee5\u6269\u5927\u89c4\u6a21\u3002<\/span><\/p>\n<p><span><span>\u5c31<\/span> <span>Coinbase \u800c\u8a00\uff0c\u6211\u6709\u51e0\u70b9\u8865\u5145\uff1a<\/span><\/span><\/p>\n<ul>\n<li><span><span>\u80a1\u4ef7\u4e0b\u8dcc\u5c5e\u9884\u671f\u8c03\u6574\uff0c\u4e0d\u5fc5\u8fc7\u5ea6\u89e3\u8bfb<\/span><\/span><\/li>\n<li><span><span>\u4ea4\u6613\u91cf\u5728\u56de\u5347\uff0c\u7b2c\u4e09\u5b63\u5ea6<\/span> <span>SNS \u6536\u5165\u6709\u671b\u589e\u957f<\/span><\/span><\/li>\n<li><span><span>Darabit \u6536\u8d2d\u5c1a\u672a\u8ba1\u5165\u8d22\u62a5\uff0c\u672a\u6765\u53ef\u80fd\u662f\u65b0\u589e\u957f\u70b9<\/span><\/span><\/li>\n<li><span><span>Coinbase \u8d22\u52a1\u7a33\u5065\uff0c\u6709\u80fd\u529b\u6301\u7eed\u6269\u5f20\uff08\u65e0\u8bba\u662f\u5185\u90e8\u589e\u957f\u8fd8\u662f\u5e76\u8d2d\uff09<\/span><\/span><\/li>\n<\/ul>\n<p>\u00a0<\/p>\n<p><span>\u70b9\u51fb\u4e86\u89e3 ChainCatcher \u5728\u62db\u5c97\u4f4d<\/span><\/p>\n<p>\u00a0<\/p>\n<p>\u63a8\u8350\u9605\u8bfb\uff1a<\/p>\n<p><span>\u5bf9\u8bdd Bitlayer \u8054\u521b Charlie Hu\uff1a\u6bd4\u7279\u5e01\u8fdb\u5165\u201c\u673a\u6784\u5316\u65f6\u4ee3\u201d\uff0cBTCFi \u5982\u4f55\u64ac\u52a8\u4e07\u4ebf\u7ea7\u5e02\u573a\u673a\u4f1a\uff1f<\/span><\/p>\n<p><span>\u4ece\u5e7f\u544a\u4eba\u5230\u52a0\u5bc6 \u201c\u4ef7\u683c\u730e\u4eba\u201d \uff0cPeter Brandt \u7684\u534a\u4e16\u7eaa\u4ea4\u6613\u4f20\u5947<\/span><\/p>\n<\/div>\n<p> <!--&gt;--><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5bf9\u8bdd Oppenheimer \u6267\u884c\u8463\u4e8b\uff1aCoinbase Q2 \u4ea4\u6613\u6536\u5165\u4e0d\u53ca\u9884\u671f\uff0c\u54ea\u4e9b\u4e1a\u52a1\u5c06\u6210\u65b0\u589e\u957f\u70b9\uff1f \u539f\u6587 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-5789","post","type-post","status-publish","format-standard","hentry","category-news"],"_links":{"self":[{"href":"http:\/\/www.0554zsks.com\/index.php?rest_route=\/wp\/v2\/posts\/5789","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.0554zsks.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.0554zsks.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.0554zsks.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.0554zsks.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5789"}],"version-history":[{"count":1,"href":"http:\/\/www.0554zsks.com\/index.php?rest_route=\/wp\/v2\/posts\/5789\/revisions"}],"predecessor-version":[{"id":8428,"href":"http:\/\/www.0554zsks.com\/index.php?rest_route=\/wp\/v2\/posts\/5789\/revisions\/8428"}],"wp:attachment":[{"href":"http:\/\/www.0554zsks.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5789"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.0554zsks.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5789"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.0554zsks.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5789"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}