来源：金十数据
Source: Jinx data
加密货币周末继续上演疯狂行情，在中国、美国、俄罗斯等多个国家或地区对数字货币资产监管态度趋严的重压下，以比特币和以太币为首的数字货币再现两位数大跌。
Clandestine currency continues its frenzy over the weekends, with double digits re-emerged in bitcoin and tutco-led digital currency, under the heavy pressure of tighter regulation of digital monetary assets in a number of countries or regions, such as China, the United States, Russia and others.
截止北京时间周一(5月24日)凌晨00:25 左右，比特币日内重挫15.04%，报31800美元/枚；以太坊日内暴跌21.34%，报1805.01美元/枚；瑞波币、莱特币分别暴跌26.60%和26.33%。随后，主要加密货币有所反弹。
By about 00:25 a.m. on Monday (24 May) Beijing time, Bitcoin had suffered a severe fall of 15.04 per cent, at $31,800 per day; Ethio had fallen by 21.34 per cent, at $1805.01 per day; Ripoco and Leitco had fallen by 26.60 per cent and 26.33 per cent, respectively.
截止04:52，比特币收复34000美元/枚关口，较日低反弹近3000美元，以太坊重新站上2100美元/枚上方。这再度凸显了加密货币在周末尤其不稳定的特征。
As at 04:52, Bitcoin recovered $34,000 per gate, rebounded close to $3,000 a day, and re-established over $2,100 in the district. This highlights yet again the fact that encrypted currency is particularly unstable on weekends.
监管利空消息一览
regulatory news flash
近日多国或地区都计划收紧对比特币等数字货币的监管，这令加密市场的紧张情绪难以消退，包括：
In recent days, many countries or regions have planned to tighten the regulation of digital currencies, such as bitcoin, which makes it difficult to defuse tensions in the encryption market, including:
5月18日晚间，中国互联网金融协会、中国银行业协会、中国支付清算协会发布《关于防范虚拟货币交易炒作风险的公告》，重申比特币等虚拟货币是一种特定的虚拟商品，不应且不能作为货币在市场上流通使用，并要求金融机构、支付机构等会员单位不得开展与虚拟货币相关的业务。
On the evening of 18 May, the Chinese Internet Finance Association, the Chinese Banking Association and the Chinese Payments Settlement Association issued a " Notice on Protection against the Risk of Virtual Currency Transactions ", reiterating that virtual currencies such as Bitcoin are a specific virtual commodity and should not and cannot be used as currencies in the market, and requiring financial institutions, payment agencies and other members to refrain from carrying out business related to virtual currency.
5月18日，内蒙古发改委设立虚拟货币“挖矿”企业举报平台；5月19日，内蒙古发改委称对“挖矿”的监管将持续呈高压态势。
On 18 May, the Inner Mongolia Development Commission (NAMARC) set up a virtual currency “mining” business reporting platform; on 19 May, the Inner Mongolia Development Commission (NAMARC) stated that the regulation of “mining” would continue to be high-pressure.
5月19日，美国货币监理署(OCC)新任代理署长Michael Hsu表示，上任后将开始对主要监管标准和该机构的待处理事项进行审查，包括有关加密资产和数字资产的解释性信函和指南等。
On 19 May, Michael Hsu, the new Acting Administrator of the United States Monetary Supervisory Authority (OCC), indicated that a review of key regulatory standards and the agency's pending matters, including explanatory letters and guidance on encrypted and digital assets, would begin upon taking office.
5月19日，据Cointelegraph报道，俄罗斯国家杜马委员会一读通过了今年3月提出的一份法案草案，要求选举候选人披露其加密货币持有、消费和购买的情况。该草案还要求选举候选人说明购买加密货币的收入来源，不仅仅是实际候选人，候选人的配偶和未成年子女也须出具在过去三年里的加密资产声明。此前消息，俄罗斯加密税法案在杜马委员会通过审议。
On 19 May, according to Cointelegraph, the Russian State Duma Commission adopted, on first reading, a draft bill in March this year requiring election candidates to disclose the possession, consumption and purchase of their encrypted currency. The draft also requested election candidates to indicate the source of revenue for the purchase of the encrypted currency, not just the actual candidate, but also the spouse and minor children of the candidate to produce an encrypted asset statement for the past three years.
5月20日，美国财政部表示，将要求单笔等值1万美元以上的加密货币交易必须上报至美国国税局，这被视为美国政府加强税收合规性提案中的重要一环，这令比特币一度应声跌破4万美元。
On 20 May, the United States Department of the Treasury stated that the reporting of encrypted currency transactions requiring a single equivalent of more than $10,000 to the United States IRS was seen as an important part of the United States Government's proposal to strengthen tax compliance, which had caused Bitcoin to fall down by $40,000 at a time.
5月20日，美联储主席鲍威尔对美国版央行数字货币松口，但抨击非稳定币、即不与法币挂钩的数字货币是低效支付机制。
On 20 May, Fed Chairman Powell loosed the US Central Bank digital currency, but criticized non-stabilized currencies, i.e. digital currencies that were not tied to French currency, as inefficient payment mechanisms.
5月21日，香港特区政府建议在港运营的加密货币交易所必须获得香港市场监管机构的许可，并且只能向专业投资者提供服务。
On 21 May, the HKSAR Government recommended that an encrypted currency exchange operating in Hong Kong be licensed by the Hong Kong market regulator and that services be provided only to professional investors.
5月21日，国务院金融稳定发展委员会进一步要求，“打击比特币挖矿和交易行为”。
On 21 May, the State Council's Committee on Financial Stability and Development further requested “to combat the mining and trading of Bitcoin”.
5月22日消息称，伊朗将在用电高峰期关闭有执照的加密矿场。区块链分析公司Elliptic研究数据显示，全球约有4.5%的比特币开采活动在伊朗进行。
According to news on 22 May, Iran will shut down licensed encrypted mines during peak electricity use. The block chain analysis company Elliptic research shows that around 4.5% of the world’s Bitcoin mining activity is in Iran.
中国通信工业协会区块链专委会轮值主席于佳宁表示，未来各国针对加密资产的监管规则将越来越明确，并且将趋于严格。在这个过程中，部分问题资金将快速不计成本地集中抛售加密资产，从而出现行情快速下跌。
The Chairman-in-Office of the China Communications Industry Association’s District Chain Committee, Janin, said that, in the future, countries’ regulatory rules for encryption assets would become clearer and more stringent. In this process, some of the problem funds would quickly concentrate on selling encrypted assets at no cost, thus causing a rapid decline.
加密市场处于“极度恐惧”
Encryption Market is in “extreme fear”
区块链分析公司Chainalysis最近的一份报告显示，当前购买比特币耗费的4100亿美元中，超过一半是在过去12个月里购买的，其中大约1100亿美元资金的平均成本不到36000美元。这意味着，除非比特币价格达到36000美元或更高，否则绝大多数投资都不会盈利。
According to a recent report by Chainalysis, the block chain analysis company, more than half of the $41 billion currently spent on the purchase of bitcoins has been purchased over the past 12 months, with an average cost of about $110 billion less than $36,000. This means that the vast majority of investments will not be profitable unless the price of bitcoins is $36,000 or higher.
Chainalysis首席经济学家菲Philip Gradwell表示，现在的风险水平比过去高得多。上周的价格下跌意味着现在很多持有者都是亏损的。这对最近的投资者来说将是一个严峻的考验。
Chainalysis’s chief economist, Philip Gradwell, said that the level of risk was much higher today than in the past. The fall in prices last week meant that many of the holders now suffered losses.
衡量加密货币市场焦虑程度的一个流行指标是恐惧和贪婪指数，该指数为14，这表明市场处于极度恐惧，而上月该指数触及了贪婪水平的55。
One of the prevailing indicators of anxiety in the crypto-currency market is the Fear and Greed Index, which stands at 14, which shows that the market is in a state of extreme fear , while last month it touched 55 levels of greed.
周末加密货币市场的暴跌引起了多头和市场参与者的注意，其中包括亿万富翁马克·库班(Mark Cuban)，他似乎在一定程度上将这种暴跌归咎于过度杠杆和对比特币替代品的投机。
The sharp fall in the crypto-currency market over the weekend has attracted the attention of a wide range of players, including Mark Cuban, who seems to blame it to some extent for excessive leverage and speculation on the replacement of the Bitcoin.
摩根大通全球研究主管Joyce Chang表示，比特币波动水平是黄金或股票的四倍，这将使许多公司的财务主管和机构投资者望而却步，而这些投资决策者通常管理着更大规模的头寸。与其他资产类别相比，比特币的波动性对大多数机构投资者来说是过大的。
According to Joyce Chang, the head of Morgan Chase Global Research, the level of Bitcoin volatility is four times that of gold or equities, which discourages financial managers and institutional investors in many companies, who usually manage larger positions. Bitcoin volatility is too high for most institutional investors compared to other asset classes.
加密货币投资基金董事总经理威廉·奎格利称，通常我们投资是以日、或者周为单位，但这显然不是大多数人购买比特币甚至股票的方式。迄今为止，投资者已经历三次这样的大型加密货币泡沫。泡沫破灭的原因往往是发生了证明该项技术还不成熟的事件。
William Quigley, Managing Director of the Encrypted Monetary Investment Fund, claims that our investments are usually in days or weeks, but this is clearly not the way most people buy bitcoins or even shares. So far, investors have experienced three times such large encrypted currency bubbles.
WinShore资本创始人兼首席投资官提出了一种更吓人的说法。他说，对比特币存亡威胁最大的不是监管或马斯克，而是美国最大能源管道被黑客入侵导致汽油短缺，且赎金用比特币支付一事。他说：
The founder and chief investment officer of WinShore Capital put forward a more frightening statement. He said that it was not regulation or Musk that threatened the survival of `strong', but rather that the biggest energy pipeline in the United States was hacked into, resulting in a shortage of said:
“这是我记忆中发生在美国本土最严重的一起恐怖袭击，还是由比特币资助的。如果比特币可以绕过美元银行体系为行动提供便利，那么还有什么其他是不可能的呢？这对洗钱来说是颠覆性力量，也为犯罪势力提供了新的解决方案，因此比特币必须”死亡“。”
“Is this the most serious terrorist attack in my memory on the mainland of the United States, or is it financed by Bitcoin? What else is impossible if Bitcoin can facilitate operations by bypassing the dollar banking system? This is a subversive force for money-laundering and provides new solutions for the criminal forces, so Bitcoin has to die.”
不过，比特币的死多头依然在坚守。投行BTIG董事总经理朱利安·伊曼纽尔预计，比特币今年底将回升至5万美元/枚，任何与监管担忧相关的短期波动都是买入机会。
Bitcoin’s dead ends, however. Julian Emanuel, Managing Director of BTIG, predicted that Bitcoin would rise to $50,000 by the end of the year, and that any short-term fluctuations related to regulatory concerns would be an opportunity to buy.
比特币暴跌，黄金将受益？
bitcoin drops, and gold will benefit?
OANDA高级市场分析师Edward Moya认为，对许多交易员来说，过去一周的行情可能将改变市场状况。加密货币的泡沫破灭了，有关比特币是一种很好的通胀对冲工具的说法将受到质疑，而这一说法此前一直在吸引大量的机构资金。未来，人们会更加关注和担心比特币的波动，这将导致大量资金涌入黄金市场。目前黄金ETF的抛售已经停止，因此看好黄金。
OANDA senior market analyst Edward Moya argues that for many traders, the past week may have been a change in market conditions. The bubble of encrypted currency will be broken, and the argument that bitcoin is a good tool for inflation hedges will be questioned, and this has been attracting significant institutional capital. In the future, people will be more concerned about and worried about Bitcoin fluctuations, which will lead to a massive influx of `strung' funds into the gold market. The current sale of gold ETF
Kitco的最新调查结果显示，黄金市场继续出现强劲的看涨势头，原因是加密货币的大幅波动令投资者撤离加密市场，预计下一目标为1900美元/盎司。
The latest findings of Kitco indicate that the gold market continues to show a strong upward trend, owing to large fluctuations in encrypted currencies that have caused investors to withdraw from the encryption market, with the next target projected at $1,900 per ounce.
数字资产引发的不安情绪也可能波及股市，道指、标普500指数和纳指数等股指近期波动剧烈。
The unease caused by digital assets may also spill over into the stock market, with shares such as the index points, the index index 500, and the index index showing high volatility in the recent period.
Bleakley Advisory Group首席投资官Peter Boockvar表示，比特币是高风险偏好的典型代表，如果比特币开始拖累市场，股市将更加不太平了。
Peter Boockvar, Chief Investment Officer of Bleakley Advisory Group, stated that Bitcoin was a typical representative of high-risk preferences and that the stock market would be even more uneven if Bitcoin began to drag the market.
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