文章核心观点 - 加密货币行业受益于美国前总统特朗普的自由政策以及机构采用率提升，比特币和稳定币需求增长 [2] - 在两家受关注的加密货币相关公司中，IREN Limited 因其快速增长的AI云业务和低成本比特币挖矿，目前被认为更具优势 [18] Circle Internet (CRCL) 业务与增长动力 - 公司提供与美元1:1锚定的USDC稳定币，由高流动性现金及现金等价物储备支持 [1] - 截至9月11日，USDC流通量达723.6亿美元，较8月10日的652亿美元和2025年第二季度末的613亿美元显著增长 [2] - 2025年第二季度，USDC链上交易量同比增长5.4倍，接近6万亿美元，持有超过10美元USDC的有效钱包数量同比增长68% [2] - 公司推出Circle Payments Network，为金融机构提供稳定币支付平台，已有超100家机构在筹备中，活跃支付走廊包括香港、巴西、尼日利亚和墨西哥 [3] - 公司推出Circle Gateway实现跨链USDC使用，并获得8个新区块链合作伙伴支持，同时推出专为稳定币金融构建的Arc区块链 [3] - 合作伙伴基础不断扩大，包括Binance、Corpay、FIS等，近期与Fireblocks的合作将增强跨境财资和资产代币化结算能力 [4] - 2025年第二季度，公司总收入和储备收入为6.581亿美元，同比增长53% [5] - 市场对Circle 2025年第三季度收入的共识预期为6.864亿美元，2025年全年预期为26.3亿美元 [5] IREN Limited (IREN) 业务与增长动力 - 公司是全球最大、成本最低的比特币矿商之一，并致力于发展AI云业务 [1] - 公司目标实现12.5亿美元的年化收入，其中约10亿美元来自比特币挖矿，2亿至2.5亿美元来自AI云业务（截至2025年12月） [6] - 公司计划在未来几个月内将GPU数量从1.9千台扩展至10.9千台，包括空气冷却和液冷等多种型号 [6] - 公司正在不列颠哥伦比亚省部署超6万台NVIDIA Blackwell GPU，并认识到其Horizon 1站点1.9万台GB300的潜力，正将160兆瓦的比特币挖矿业务向AI转型 [7] - 公司AI云业务扩张迅速，超1万台GPU已上线或即将投产，并已获得NVIDIA Preferred Partner地位 [7] - 公司目前运营810兆瓦数据中心，已签约电网连接电力增至2,910兆瓦，增长超35%，并已开始建设其首个直接芯片液冷AI数据中心Horizon 1及西德克萨斯州的2吉瓦数据中心枢纽Sweetwater [9] - 市场对IREN 2026财年第一季度收入的共识预期为2.367亿美元，对2026财年全年预期为11.3亿美元，同比增幅分别为335.21%和120.93% [10] 财务表现与市场表现 - 在过去一个月中，IREN股价飙升83.8%，而Circle股价上涨1.9% [8][13] - 市场对IREN 2026财年每股收益的共识预期为1.08美元，过去30天内下调了6.1%，其2025财年报告的每股收益为0.04美元 [11] - 市场对Circle 2025年每股亏损的共识预期为2.53美元，远高于过去30天前的0.33美元亏损预期 [12]

Grayscale Investments said Friday (Sept. 19) that its multi-asset cryptocurrency exchange-traded product (ETP), Grayscale CoinDesk Crypto 5 ETF, has begun trading on NYSE Arca under the ticker symbol GDLC.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS c ...

加密货币市场整体表现 - 加密货币总市值从42万亿美元小幅修正至415万亿美元，显示出市场韧性 [1] - 市场恐惧与贪婪指数为51点，处于中性区域，符合9月份传统上偏熊市的历史表现 [1] - 近70%的加密货币在昨日上涨后出现不同程度回调 [5] 宏观经济与政策环境 - 美联储将基准利率下调25个基点至400%-425%区间，为年内首次降息 [2] - 美联储暗示年底前还将进行两次降息，预计基准利率将降至350%-375% [2] 黄金市场表现 - 黄金期货价格从每盎司3,677美元上涨至3,700美元 [3] - 黄金今年迄今上涨近40%，投资者在地缘政治不确定性中寻求避险资产 [3] 特定加密货币表现 - Aster (ASTER) 价格从00089美元暴涨至近050美元，当日涨幅超过40% [4] - Aster 当前价格为06828美元，日内涨幅15%，周内涨幅高达700% [4] - 该项目获得前币安首席执行官赵长鹏在推特上分享价格图表的关键认可 [5] 比特币技术分析 - 比特币交易价格在116,000美元至117,000美元区间，24小时下跌约1% [6] - 比特币日内最高触及117,500美元，但未能突破118,000美元阻力位，最低下探116,112美元 [6] - 相对强弱指数为58，显示适度的看涨动能，表明买压健康且未过度延伸 [7] - 平均定向指数为19，表明市场处于积累模式，缺乏明确方向性偏向，这通常预示着重大行情的酝酿 [8]

CANADA - 2025/04/22: In this photo illustration, the CleanSpark logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesCleanSpark stock (NASDAQ:CLSK) has seen a sharp rise, gaining over 40% in the past month. This surge comes after the company reported a 38% increase in bitcoins mined during August, driven by a significant boost in its operational hashrate, which reached 50 EH/s (Exahashes per secon ...

产品结构与特点 - 灰度CoinDesk Crypto 5 ETF（代码GDLC）作为美国首只多资产加密ETP产品 在NYSE Arca开始交易[1] - 该产品覆盖比特币、以太坊、XRP、Solana和Cardano五大高流动性加密资产 通过单一投资工具提供多元化敞口[2] - 基金采用季度再平衡机制 跟踪CoinDesk 5指数 当前覆盖加密货币市场总市值90%以上[2][6] 市场定位与优势 - 产品为投资者提供间接参与数字资产市场的途径 规避直接持有数字资产的存储与保管风险[3] - 自2018年推出以来 该产品先后在OTCQX市场交易并成为1934年证券交易法报告公司 具备合规运作历史[3] - 通过证券化形式打包大型数字资产 满足投资者对简化操作和透明访问的需求[3] 指数构成标准 - 成分资产筛选基于流通市值（衡量规模）和90日 median日交易价值（衡量流动性）双重标准[5] - 明确排除稳定币、 meme币、 gas代币、隐私币、封装代币及质押资产等特殊类别[5] - 指数覆盖范围限定为市值前100的代币 但通过五只核心资产实现市场代表性[6] 发行方背景 - 灰度投资作为全球最大数字资产投资平台 成立于2013年 拥有十年行业经验[4] - 公司产品线涵盖单资产、多资产及主题型加密投资产品 服务对象包括投资者、顾问及配置机构[4] - Foreside Fund Services担任营销代理 灰度投资赞助公司作为产品发起方[8]

The crypto market is down today, with the global market cap falling by 0.8% to $4.17 trillion. Trading volume is also lower, now sitting at $143.7 billion. Most of the top cryptocurrencies are showing red on the 24-hour chart. TLDR: 8 of the top 10 cryptocurrencies are in the red today; BTC is down 0.6% to $116,601, ETH drops 1.6% to $4,522; CryptoQuant analyst expects BTC consolidation for 1–2 weeks; Michigan advances Bitcoin Reserve Bill (HB 4087); Bitunix says the bill boosts risk appetite sho ...

Key Points New spot crypto ETFs could start trading later this year, leading to new demand for Solana. Digital asset treasury companies continue to accumulate Solana at a rapid clip. Growth in decentralized finance is building a strong foundation for Solana blockchain activity. 10 stocks we like better than Solana › It might come as a surprise, but Solana (CRYPTO: SOL) is now the top-performing major cryptocurrency during the past 30 days. During that time period, Solana is up a robust 22%. By wa ...

Online trading platform IG Group has acquired a majority stake in Australian cryptocurrency exchange Independent Reserve for 109.6 million Australian dollars ($72.4 million). The deal, the company said, aims to strengthen IG’s position in Asia-Pacific’s fast-growing crypto markets and complements its recent crypto rollouts in the U.K. and U.S. Independent Reserve is one of Australia’s oldest regulated crypto platforms, IG’s managing director for Asia Pacific and the Middle East, Matt Macklin, said. It al ...

More than one analyst published a bullish take on the crypto creator.A healthy rise in its core cryptocurrency and several positive new analyst notes were the key factors sending Cipher Mining (CIFR -4.28%) stock higher in recent days. The Bitcoin miner was up by more than 9% week to date as of Thursday evening, according to data compiled by S&P Global Market Intelligence. A boost from BitcoinAfter something of a slump in August, Bitcoin has generally been on the rise in the current month. The Federal Reser ...

Former SEC Chair Gary Gensler defended the agency’s regulatory stance on cryptocurrencies during his tenure on Wednesday, saying it was all aimed at ensuring “investor protection.” Gensler Calls Crypto ‘Risky’ Asset During an interview with CNBC, Gensler was asked whether he made the “right calls” as SEC Chair, considering the slew of pro-cryptocurrency measures undertaken by incumbent chair Paul Atkins. “Yes,” responded Gensler. “We were consistently trying to ensure investor protection.” He highlight ...