记者 | 司林威
Reporter... Xiang Silingway.
北京时间10月16日，比特币价格正式突破60000美元关口，并一举逼近63000美元，创今年5月以来的最高价。以太坊突破3900美元，逼近历史高点。
On October 16, Beijing time, Bitcoin officially broke the $60,000 mark and pushed nearly $63,000, the highest price since May this year. Ethio broke through $3,900, reaching an all-time high.
CoinGecko 数据显示，加密货币总市值突破 2.6 万亿美元，创历史新高。此前加密货币总市值曾在 5 月 12 日达到 2.55 万亿美元的历史最高点，之后两个多月持续缩水，直至 7 月 21 日降至 1.25 万亿美元，下跌逾 50%，随后总市值逐步回升。
CoinGecko's data show that the total market value of encrypted currencies has reached an all-time high of $2.6 trillion. Previously, the total market value of encrypted currencies had reached an all-time high of $2.55 trillion on 12 May, and then continued to shrink for more than two months until July 21, when it fell to $1.25 trillion, dropping by more than 50 per cent, and then rising gradually.
随着加密货币市场大涨，近日持续走低的美股区块链板块应声上扬，嘉楠科技日内涨幅达5.22%，Bit Digital大涨10%。Riot Blockchain上涨5.86%，美股开盘前该板块就开始异动。
With the huge rise in the market for encrypted money, the American chain of blocks, which has continued to decline in recent days, has grown by 5.22 per cent and Bit Digital by 10 per cent on a daily basis. Riot Blockchain has risen by 5.86 per cent, and the plate has begun to change before the US shares open.
对于中国市场来说，在遭遇史上最严格的监管打击后，比特币却连续走出上涨行情。行情数据显示，比特币周均线以连续三周保持上扬，自此轮调整的低点位置28800美元涨幅已超100%。比特币现已朝其历史最高点64843美元迈进。
For the Chinese market, Bitcoin has been out of the upswing after the most stringent regulatory blow in history. The statistics show that the Bitcoin weekly average has been up for three consecutive weeks, and since then the adjusted low position of $28,800 has risen by more than 100%. Bitcoin has now moved to its highest point, $64843.
监管出手，比特币正式“去中国化”
Supervised, and Bitcoin officially “de-Chinaized”
9月24日，中国人民银行联合十一部门发布《关于进一步防范和处置虚拟货币交易炒作风险的通知》。同日，国家发展改革委发布《关于整治虚拟货币“挖矿”活动的通知》。
On 24 September, the United XI Department of the People's Bank of China issued a circular on further prevention and management of the risks associated with virtual currency transactions. On the same day, the National Development Reform Commission issued a circular on the management of virtual currency “mining” activities.
这两份文件的严厉程度达到了“历史之最”。长期关注监管态势的从业人员吴会告诉界面新闻，“这次监管文件的细致程度及涉及部门数量都是最多的，即使是17年的禁止ICO文件也比不上。”
The two documents have reached “the highest level of severity in history.” A long-standing regulatory practitioner, Wu, told the interface that “this regulatory document is the most detailed and involves the largest number of departments, even 17 years of banning ICO documents.”
本次针对“虚拟货币”的监管双管齐下，国家发改委牵头保持对虚拟货币挖矿的高压态势，央行牵头对虚拟货币交易进行精准打击。
This two-pronged regulation of “virtual currency”, led by the National Development and Reform Commission to maintain a high-pressure stance on virtual currency mining, and led by the central bank to strike a precise blow to virtual currency transactions.
受此影响，比特币矿业全部退出中国，继内蒙古、新疆、四川等曾经的矿场大省严查“虚拟货币挖矿”后，浙江、江苏两省新加入矿业监管浪潮，并采取严查IP地址来精准封锁矿机接入矿池。
As a result of the withdrawal of the Bitcoin mine from China, the provinces of Zhejiang and Jiangsu have joined the mining monitoring wave and have taken a rigorous IP search to precisely block the access of the mine machines to the ponds, following the close scrutiny of the former mining provinces of Inner Mongolia, Xinjiang and Sichuan.
另一边，全球交易量最大的几家交易平台全部宣布“退出中国大陆”。包括币安、火币、欧易在内的超10家交易平台全部发布公告，或停止运营或将清退大陆用户。
On the other hand, all of the trading platforms with the largest global trade volume announced their “departure from mainland China.” All of the more than 10 trading platforms, including the currency, the currency, the currency, and the euro, have issued announcements or have ceased operations or will clear off their continental users.
在大陆清退“矿业“与“交易所”的同时，比特币恐慌指数曾达到了极度恐惧，反映出市场的悲观情绪。但自9月24日监管文件再次下达后，市场并未因此产生巨大波动。而这背后的原因，吴会解释：“国内社区正不断失去比特币的定价权。”
While clearing the mainland of “mining” and “exchanges,” the Bitcoin panic index reached extreme fear, reflecting market pessimism. But since the regulatory document was reissued on 24 September, the market has not fluctuated significantly.
他表示，自5月19日监管政策涉及“打击比特币挖矿”后，市场已经出现恐慌，比特币价格自50000美元高位大跌10000美元后，已经接近年初时的低点。在该轮暴跌中离场的中国资金不会再回来，此后也无法再对市场产生影响。
He said that since 19 May, when the regulatory policy involved “combating bitcoin mining,” the market had been panic-stricken, and that bitcoin prices had fallen by $10,000 from a $50,000 high, they were close to the low point at the beginning of the year. China’s exit funds from the crash would not return and would not have had an impact on the market since then.
而吴会认为，比特币的上涨和美国资金有着联系。
And Wu would argue that the increase in bitcoin is linked to US funds.
SEC终于通过比特币期货ETF
SEC finally passed by Bitcoin futures ETF
10月16日，CoinDesk 消息，美国证券交易委员会 (SEC) 的 5 位委员举行会议后，于周五批准了基金管理公司 ProShares 推出美国首个上市的比特币期货 ETF。
On 16 October, CoinDesk reported that, following a meeting of five members of the United States Securities and Exchange Commission (SEC), the Fund Manager ProShares had approved the launch of the first United States-listed Bitcoin Futures ETF on Friday.
该公司周五下午提交了相关发行文件，发行文件显示，该产品将基于比特币期货合约而非比特币现货，管理费为 0.95%，将在 NYSE Arca 交易所交易，交易代码为 BITO。
外媒报道称，ProShares发行的 BITO 可能会是一系列基于比特币期货的 ETF 产品的第一个，Valkyrie Investments、Invesco 和 VanEck 有可能在本月获批发行自己的比特币期货 ETF， Galaxy Digital、AdvisorShares、Bitwise、BlockFi 和 ARK Investment Management（方舟旗下） 则有可能在 11 月和 12 月获批推出产品。
The company submitted a related release document on Friday afternoon, which indicated that the product would be based on a Bitcoin futures contract rather than a bitcoin spot, with a management fee of 0.95 per cent, and would be traded on the NYSE Arca exchange with a trading code BITO.
. Foreign media sources reported that ProShares could be the first in a series of ETF products based on bitco futures, and that Valkyrie Investments, Invesco and Van Eck could have their own Bitco futures ETF, Galaxy Digital, AdvisorShers, Bitwise, BlockFi and ARK Investment Management (under the Ark flag) released products in November and December.
因为在美国市场，比特币交易型开放式指数基金（exchange-traded funds，ETF）意味着通过实物担保的形式可将比特币证券化，投资者仅需购买该机构所发行的基金份额，即可间接持有相应投资标的的敞口。在美国交易市场，ETF相关的交易量占比达到30%。所以包括近日大热的方舟资本等对冲基金、投资银行都纷纷加入了申请浪潮。
据悉，目前向SEC提交比特币ETF的申请表超80份。
Because in the United States market, the Bitcoin-traded open index fund (ETF) means that Bitcoin can be securitized by way of a physical guarantee, investors simply need to buy a share of the funds issued by the agency to hold the corresponding investment bid indirectly. In the United States trading market, ETF-related transactions amount to 30%. So investment banks, including hedge funds such as the recently hot ark capital, have joined the tide.
对于加密货币社区来说，SEC通过该比特币期货ETF正式增加了传统资金进入加密货币的敞口，意味着比特币作为合规的商品和资产被认可，是对加密货币的极大利好，而在今年SEC松口之前，八年前就有公司排队提交比特币相关的ETF，但均未获得通过。
For the encrypt currency community, SEEC formally increased the exposure of traditional funds to the encrypt currency through the Bitcoin futures ETF, meaning that Bitcoin was recognized as a conforming commodity and asset and was a great advantage to the encrypt currency, and that the company was in a queue to submit the related ETF to Bitcoin eight years ago before the break-off of this year's SEC, but none was adopted.
而对于传统资金来说，最重要的是要拥有合适的进入通道，而本轮比特币突破万亿美元市值的关键就是以灰度资本为代表的传统机构推出的类比特币托管基金，以及Coinbase提供的合规入金通道，给了加密货币新的增长空间，
For traditional funds, it is most important to have the right access, and the key to breaking the trillion dollar market value of this round of bitcoin is the analogous bitcoin trust fund launched by traditional institutions represented by greyscale capital, as well as the compliance gold route provided by Coinbase, which gives a new growth space for encrypted currency.
但专业金融机构都有大量的金融服务需求，相比于其它资产，如大宗商品，公司债券等，进入比特币的敞口明显还不够丰富，而对美国华尔街来说其中较为重要的就是比特币ETF。在美国之前，南美、加拿大都以率先推出了比特币相关ETF。
But professional financial institutions have a huge demand for financial services, and access to bitcoin is clearly not sufficient compared to other assets, such as bulk commodities, corporate bonds, etc., and what is more important for Wall Street in the United States is the Bitcoin ETF. Before the United States, South America and Canada had pioneered the Bitcoin-related ETF.
而伴随着SEC通过比特币期货ETF，比特币价格也一举冲近63000美元，距离历史高点仅有一步之遥。
With the SEC passing through the Bitcoin futures ETF, the Bitcoin price was close to US$ 63,000, one step from its historical height.
注册有任何问题请添加 微信：MVIP619 拉你进入群
打开微信扫一扫
添加客服
进入交流群
发表评论