每周市场要闻 - 特朗普的关税震动市场

2025 年 2 月 7 日

宏观/传统金融

• 本周，有关特朗普新关税的传闻震动了市场。据 CoinGlass 报道，对贸易战的担忧导致周一加密货币清算额达 23 亿美元。周二，特朗普将对加拿大和墨西哥征收 25% 关税的计划推迟了 30 天。

• 然而，对中国商品征收的 10% 关税于周二生效。几分钟后，北京宣布对包括煤炭和液化天然气在内的美国产品征收 10-15% 的报复性关税，自 2 月 10 日起生效。

• 分析人士称，北京还向世贸组织对中国征收关税提起诉讼，旨在将中国描绘成全球规则的捍卫者，与特朗普领导的美国形成鲜明对比。

• 软件公司 MicroStrategy 转型为“比特币开发”公司，在其第四季度财报发布前公布了新名称和新标志。该公司现在将被称为 Strategy。

• 美国证券交易委员会已经承认了 Solana 和莱特币 ETF 的申请，并设定了 10 月份的批准或拒绝截止日期。

加密

L1/L2：

• 分析公司 IntoTheBlock 报告称，周一有近 10 亿美元的以太币从中心化交易所流出，这是自 2024 年 1 月以来的最高单日净流出量。“交易员们利用这次下跌来积累 ETH，”该公司在 Telegram 广播中表示。

• 周一，悲观证明在 Agglayer 主网上线。这些证明确保任何一条链都无法从统一桥中提取超过存入的金额，从而使 Agglayer 在跨链互操作性方面更加灵活和安全。

• Berachain 推出了其“流动性证明”第 1 层区块链，并开始其 BERA 代币空投。

DeFi：

• 根据 Blockworks 的一篇文章，由特朗普支持的 World Liberty Financial 正在向区块链团队提供“代币交换”交易：以 10% 的费用购买价值 1000 万美元的 WLFI 代币，他们将以区块链的原生代币匹配购买量。

• 0G基金会启动了一项8888万美元的基金，以推动人工智能驱动的DeFi项目和自主代理（DeFAI）。

• Uniswap 于 1 月 31 日在 12 个区块链上推出了其 v4 DEX。此次升级具有“钩子”功能，允许开发人员创建自定义交易逻辑。

稳定币：

• 参议员哈格蒂与共同提案人一起提出了《美国稳定币（GENIUS）法案》，允许各州对 100 亿美元以下的支付稳定币进行监管。

• USDT 发行方 Tether 正通过新平台进军人工智能领域。首席执行官 Paolo Ardoino 宣布将推出用于翻译、语音助手和比特币钱包管理的人工智能应用程序，并计划于 2025 年 3 月推出开源 SDK。

• Tether 还宣布计划在比特币和闪电网络上推出 USDT，从而在第一大区块链上实现高速、可扩展的交易。

其他的：

• 一位高级官员向路透社表示，由于全球变化，印度正在重新考虑其加密货币立场。

• U.S-based cryptoasset exchange operator, Bullish Global, backed by billionaire Peter Thiel, is reportedly eyeing an IPO this year.

Latest Binance Research Publications

Check out our latest publications:

• Monthly Market Insights - February 2025

• From Challenges to Opportunities: How DeSci Reimagines Science

• Full-Year 2024 & Themes for 2025

That’s a wrap!

Binance Research

About Binance Research: Binance Research is the research arm of Binance, the world's leading cryptocurrency exchange. The team is committed to delivering objective, independent, and comprehensive analysis and aims to be the thought leader in the crypto space. Our analysts publish insightful thought pieces regularly on topics related but not limited to, the crypto ecosystem, blockchain technologies, and the latest market themes.

General Disclosure: This material is prepared by Binance Research and is not intended to be relied upon as a forecast or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities, cryptocurrencies or to adopt any investment strategy. The use of terminology and the views expressed are intended to promote understanding and the responsible development of the sector and should not be interpreted as definitive legal views or those of Binance. The opinions expressed are as of the date shown above and are the opinions of the writer, they may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Binance Research to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by Binance. This material may contain ’forward looking’ information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. This material is intended for information purposes only and does not constitute investment advice or an offer or solicitation to purchase or sell in any securities, cryptocurrencies or any investment strategy nor shall any securities or cryptocurrency be offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction. Investment involves risks.