<p>白宫已敦促银行和加密行业在二月底之前就稳定币收益达成协议，以推动加密市场结构法案的进展。</p>
<p>在白宫与行业代表促成的会议后，数字资产总统顾问委员会的执行董事帕特里克·威特对法案的结果表示乐观。</p>
<p>他说，</p>
<blockquote>
<p>“在过去几个月中，我们在几个看似难以解决的政策问题上取得了突破。我相信我们也能解决这个（稳定币收益）问题。”</p>
</blockquote>
<p><img src="https://imageproxy.pbkrs.com/https://ambcrypto.com/wp-content/uploads/2026/02/Screenshot-2026-02-03-081046.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="831" height="449" original-src="https://imageproxy.pbkrs.com/https://ambcrypto.com/wp-content/uploads/2026/02/Screenshot-2026-02-03-081046.png"/></p>
<p>来源：X/Patrick Witt</p>
<p>法案的进展在上个月中旬停滞不前，此前 Coinbase 撤回了支持，理由是对稳定币收益的禁令，这已成为关键的障碍。</p>
<p>有趣的是，Coinbase 的立场与加密风险投资公司 a16z 和 Ripple 截然不同，后者是行业最大超级政治行动委员会 Fairshake 的另外两个主要捐助者。</p>
<p>在一月下旬，白宫指示 Coinbase 重返谈判桌。但这并非一帆风顺。</p>
<p>据《华尔街日报》（WSJ）报道，包括摩根大通的杰米·戴蒙在内的顶级银行官员在达沃斯的世界经济论坛会议上与 Coinbase 首席执行官布莱恩·阿姆斯特朗就稳定币奖励发生了冲突。</p>
<h2>银行不愿退让</h2>
<p>毫不奇怪，银行家们在最近的白宫谈判后仍然对稳定币收益持强烈反对态度。</p>
<p>美国银行家协会（ABA）在一份声明中呼吁围绕加密货币制定 “深思熟虑、有效的政策”，并补充说，</p>
<blockquote>
<p>“正如我们在会议中所分享的，我们必须确保任何立法支持地方对家庭和小企业的贷款，这推动经济增长并保护我们金融系统的安全和稳健。”</p>
</blockquote>
<p><img src="https://imageproxy.pbkrs.com/https://ambcrypto.com/wp-content/uploads/2026/02/Screenshot-2026-02-03-084650.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1640" height="733" original-src="https://imageproxy.pbkrs.com/https://ambcrypto.com/wp-content/uploads/2026/02/Screenshot-2026-02-03-084650.png"/></p>
<p>来源：ABA</p>
<p>对此，Galaxy 的研究负责人亚历克斯·索恩对银行业在法案上的妥协意愿表示怀疑。</p>
<blockquote>
<p>“这听起来不错，但实际上并不意味着他们愿意在这里妥协。”</p>
</blockquote>
<p>但区块链协会的首席执行官萨默·梅辛格（Summer Mersinger）表示，代表包括 Coinbase 在内的 100 多家加密公司的机构，称白宫会议是推动法案的 “重要一步”。</p>
<p>她指出，</p>
<blockquote>
<p>“今天的白宫会议是推动两党数字资产市场结构立法向总统办公桌迈出的重要一步。”</p>
</blockquote>
<p>另一个加密贸易联盟数字商会（TDC）也表达了类似的乐观态度。</p>
<p><img src="https://imageproxy.pbkrs.com/https://ambcrypto.com/wp-content/uploads/2026/02/crypto-bill-TDC.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="900" original-src="https://imageproxy.pbkrs.com/https://ambcrypto.com/wp-content/uploads/2026/02/crypto-bill-TDC.jpg"/></p>
<p>来源：X/TDC</p>
<h2>法案通过的机会跃升至 60% 以上</h2>
<p>但尽管双方情绪复杂，Polymarket 对法案今年通过的概率在白宫谈判后从 65% 降至 60%。</p>
<p>值得注意的是，在会议前的两天内，法案推进的机会从 50% 上升至 65%。</p>
<p>即便如此，是否能在本月底之前达成妥协仍不明朗。</p>
<p><img src="https://imageproxy.pbkrs.com/https://ambcrypto.com/wp-content/uploads/2026/02/Screenshot-2026-02-03-085849.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1302" height="671" original-src="https://imageproxy.pbkrs.com/https://ambcrypto.com/wp-content/uploads/2026/02/Screenshot-2026-02-03-085849.png"/></p>
<p>来源：Polymarket</p>
<hr/>
<h2><strong>最终思考</strong></h2>
<ul>
<li><em>加密贸易联盟在白宫会议后对市场结构法案的进展表现出 ‘乐观’ 态度。</em></li>
<li><em>但 Galaxy 的索恩担心稳定币收益的妥协可能仍然难以实现，从而阻碍法案的推进。</em></li>
</ul>

<p>白宫正在敦促银行和加密行业在二月份之前敲定稳定币收益协议，以支持加密市场结构法案。尽管包括帕特里克·维特在内的一些官员持乐观态度，但紧张局势依然存在，特别是由于 Coinbase 撤回了支持。美国银行家协会反对稳定币收益，强调需要有效的政策。虽然加密贸易工会将白宫会议视为进展，但关于达成妥协的担忧依然存在。Polymarket 对该法案通过的概率在讨论后从 65% 下降至 60%，突显了立法过程中的不确定性</p>

<p>The White House has pressed the banking and crypto industries to reach a deal on stablecoin yields by the end of February to advance the crypto market structure bill.</p>
<div class="lb-trans"><p>白宫已敦促银行和加密行业在二月底之前就稳定币收益达成协议，以推动加密市场结构法案的进展。</p>
</div><p>Following the meeting brokered by the White House and industry representatives, Patrick Witt, the Executive Director of the President’s Council of Advisors on Digital Assets, appeared optimistic about the bill’s outcome.</p>
<div class="lb-trans"><p>在白宫与行业代表促成的会议后，数字资产总统顾问委员会的执行董事帕特里克·威特对法案的结果表示乐观。</p>
</div><p>He said,</p>
<div class="lb-trans"><p>他说，</p>
</div><blockquote>
<p>“Over the course of the past few months, we have achieved breakthroughs on several seemingly intractable policy issues. I am confident we will be able to resolve this one (stablecoin yield), too.”</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>“在过去几个月中，我们在几个看似难以解决的政策问题上取得了突破。我相信我们也能解决这个（稳定币收益）问题。”</p>
</blockquote>
</div><p><img src="https://imageproxy.pbkrs.com/https://ambcrypto.com/wp-content/uploads/2026/02/Screenshot-2026-02-03-081046.png" alt="" original-src="https://ambcrypto.com/wp-content/uploads/2026/02/Screenshot-2026-02-03-081046.png"/></p>
<p>Source: X/Patrick Witt</p>
<div class="lb-trans"><p>来源：X/Patrick Witt</p>
</div><p>The bill’s momentum ground to a halt mid-last month after Coinbase pulled its support, citing a ban on stablecoin yield, which has become a key deal-breaker.</p>
<div class="lb-trans"><p>法案的进展在上个月中旬停滞不前，此前 Coinbase 撤回了支持，理由是对稳定币收益的禁令，这已成为关键的障碍。</p>
</div><p>Interestingly, Coinbase’s stance was quite different from crypto VC a16z and Ripple, which are the other two key donors behind the industry’s largest super PAC, Fairshake.</p>
<div class="lb-trans"><p>有趣的是，Coinbase 的立场与加密风险投资公司 a16z 和 Ripple 截然不同，后者是行业最大超级政治行动委员会 Fairshake 的另外两个主要捐助者。</p>
</div><p>In late January, the White House instructed Coinbase to return to the negotiating table. But it has not been smooth sailing.</p>
<div class="lb-trans"><p>在一月下旬，白宫指示 Coinbase 重返谈判桌。但这并非一帆风顺。</p>
</div><p>According to the Wall Street Journal (WSJ), top banking officials, including JPMorgan’s Jamie Dimon, clashed with Coinbase CEO Brian Armstrong over the stablecoin rewards at the World Economic Forum meeting in Davos.</p>
<div class="lb-trans"><p>据《华尔街日报》（WSJ）报道，包括摩根大通的杰米·戴蒙在内的顶级银行官员在达沃斯的世界经济论坛会议上与 Coinbase 首席执行官布莱恩·阿姆斯特朗就稳定币奖励发生了冲突。</p>
</div><h2>Banks aren’t backing down</h2>
<div class="lb-trans"><h2>银行不愿退让</h2>
</div><p>Unsurprisingly, bankers have maintained their strong opposition to stablecoin yields, even after the recent White House talks.</p>
<div class="lb-trans"><p>毫不奇怪，银行家们在最近的白宫谈判后仍然对稳定币收益持强烈反对态度。</p>
</div><p>In a statement, the American Bankers Association (ABA) called for a ‘thoughtful, effective policy’ around crypto, adding that,</p>
<div class="lb-trans"><p>美国银行家协会（ABA）在一份声明中呼吁围绕加密货币制定 “深思熟虑、有效的政策”，并补充说，</p>
</div><blockquote>
<p>“As we shared in the meeting, we must ensure that any legislation supports the local lending to families and small businesses that drives economic growth and protects the safety and soundness of our financial system.”</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>“正如我们在会议中所分享的，我们必须确保任何立法支持地方对家庭和小企业的贷款，这推动经济增长并保护我们金融系统的安全和稳健。”</p>
</blockquote>
</div><p><img src="https://imageproxy.pbkrs.com/https://ambcrypto.com/wp-content/uploads/2026/02/Screenshot-2026-02-03-084650.png" alt="" original-src="https://ambcrypto.com/wp-content/uploads/2026/02/Screenshot-2026-02-03-084650.png"/></p>
<p>Source: ABA</p>
<div class="lb-trans"><p>来源：ABA</p>
</div><p>Reacting to the bankers’ statement, Galaxy’s head of research, Alex Thorn, doubted the sector’s willingness to compromise on the bill.</p>
<div class="lb-trans"><p>对此，Galaxy 的研究负责人亚历克斯·索恩对银行业在法案上的妥协意愿表示怀疑。</p>
</div><blockquote>
<p>“It reads nice, but it doesn’t really sound like they are willing to compromise here.”</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>“这听起来不错，但实际上并不意味着他们愿意在这里妥协。”</p>
</blockquote>
</div><p>But Summer Mersinger, the CEO of the Blockchain Association, a body representing over 100 crypto firms, including Coinbase, hailed the White House meeting as a ‘step forward’ to advance the bill.</p>
<div class="lb-trans"><p>但区块链协会的首席执行官萨默·梅辛格（Summer Mersinger）表示，代表包括 Coinbase 在内的 100 多家加密公司的机构，称白宫会议是推动法案的 “重要一步”。</p>
</div><p>She noted,</p>
<div class="lb-trans"><p>她指出，</p>
</div><blockquote>
<p>“Today’s White House meeting was an important step forward in the effort to deliver bipartisan digital asset market structure legislation to the President’s desk.”</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>“今天的白宫会议是推动两党数字资产市场结构立法向总统办公桌迈出的重要一步。”</p>
</blockquote>
</div><p>A similar optimistic tone was echoed by another crypto trade union, The Digital Chamber (TDC).</p>
<div class="lb-trans"><p>另一个加密贸易联盟数字商会（TDC）也表达了类似的乐观态度。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://ambcrypto.com/wp-content/uploads/2026/02/crypto-bill-TDC.jpg" alt="" original-src="https://ambcrypto.com/wp-content/uploads/2026/02/crypto-bill-TDC.jpg"/></p>
<p>Source: X/TDC</p>
<div class="lb-trans"><p>来源：X/TDC</p>
</div><h2>Chance of bill’s passage jumped to +60%</h2>
<div class="lb-trans"><h2>法案通过的机会跃升至 60% 以上</h2>
</div><p>But despite the mixed sentiment from both sides, Polymarket’s odds of passing the bill this year slipped from 65% to 60% after the White House talks.</p>
<div class="lb-trans"><p>但尽管双方情绪复杂，Polymarket 对法案今年通过的概率在白宫谈判后从 65% 降至 60%。</p>
</div><p>It’s worth noting that the chance of advancing the bill had increased from 50% to 65% in the past two days ahead of the meeting.</p>
<div class="lb-trans"><p>值得注意的是，在会议前的两天内，法案推进的机会从 50% 上升至 65%。</p>
</div><p>Even so, it remains unclear whether a compromise will be reached by the end of the month.</p>
<div class="lb-trans"><p>即便如此，是否能在本月底之前达成妥协仍不明朗。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://ambcrypto.com/wp-content/uploads/2026/02/Screenshot-2026-02-03-085849.png" alt="" original-src="https://ambcrypto.com/wp-content/uploads/2026/02/Screenshot-2026-02-03-085849.png"/></p>
<p>Source: Polymarket</p>
<div class="lb-trans"><p>来源：Polymarket</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><h2><strong>Final Thoughts</strong></h2>
<div class="lb-trans"><h2><strong>最终思考</strong></h2>
</div><ul>
<li><em>Crypto trade unions appeared ‘optimistic’ about the progress of the market structure bill following the White House meeting.</em></li>
<li><em>But Galaxy’s Thorn was concerned that a stablecoin yield compromise may remain elusive, preventing the bill from advancing.</em></li>
</ul>
<div class="lb-trans"><ul>
<li><em>加密贸易联盟在白宫会议后对市场结构法案的进展表现出 ‘乐观’ 态度。</em></li>
<li><em>但 Galaxy 的索恩担心稳定币收益的妥协可能仍然难以实现，从而阻碍法案的推进。</em></li>
</ul>
</div>

White House pushes banks and crypto industry for a stablecoin yield deal by February

- 白宫敦促银行与加密行业在二月底前达成稳定币收益协议。  
- 数字资产顾问委员对法案进展表示乐观，法案通过概率降至 60%。  
- 银行对此仍持强烈反对态度，未来妥协仍不明朗。

白宫敦促银行和加密货币行业在二月前达成稳定币收益协议