<p>与加密货币（CRCW）相关的股票开盘表现不一。Coinbase（COIN）和 eToro（ETOR）小幅上涨，而 Robinhood（HOOD）和 Gemini（GEMI）则下跌。加密货币（CRCW）矿业股票大多处于下跌状态，Cleanspark（CLSK）是为数不多的上涨者之一，涨幅约为 2%。</p>
<p>一个显著的动向是 Bakkt（BKKT/WS），在早盘交易中上涨了 19%，因为监管文件显示董事 Michael Alfred 的投资工具购买了大约 485 万美元的公司股票。这些购买发生在 Bakkt（BKKT/WS）在收购专注于稳定币和代理支付系统的 Distributed Technologies Research 后，进一步深入稳定币支付和数字资产基础设施的背景下。Bakkt（BKKT/WS）在开盘前的交易接近 10 美元，而周一收盘时为 8.72 美元，尽管该股票仍远低于其 52 周高点 49.79 美元。</p>
<p>Alfred 的购买是在公司经历了一个艰难的第一季度之后进行的。Bakkt（BKKT/WS）报告的收入为 2.436 亿美元，较去年同期的 10.7 亿美元下降，同时净亏损为 1170 万美元。首席执行官 Akshay Naheta 最近将这一季度形容为 “新篇章的开始”，因为公司通过 Bakkt Markets 和 Bakkt Global 等产品转向稳定币基础设施。</p>
<p>30 年期国债收益率刚刚达到近 20 年来的最高点，给股票、加密货币以及几乎所有其他风险资产发出了新的警告。</p>
<p>根据数据来源 TradingView，收益率上升至 5.186%，为 2007 年以来的最高水平。本月已增加 20 个基点，自</p>
<p>伊朗</p>
<p>2 月底的战争以来，已上升超过 50 个基点。</p>
<p>10 年期收益率，广泛被视为基准利率，已跃升至 4.66%，为</p>
<p>2025 年 2 月</p>
<p>以来的最高水平。与此同时，敏感于美联储利率预期的两年期收益率已跃升至 4.11%，也是自</p>
<p>2025 年 2 月</p>
<p>以来的最高水平。</p>
<p>收益率上升使得 “安全” 资产如政府债券的回报增加，因此投资者在股票、加密货币甚至黄金等其他市场中承担风险的意愿降低，因为黄金没有固有的收益。</p>
<p>影响并不仅限于此。收益率上升还提高了整个经济的借贷成本，损害未来利润，使得风险资产看起来不那么有吸引力。</p>
<p>请注意，美国国债收益率并不是唯一上升的。日本和英国的政府债券收益率也出现类似的激增，表明发达国家的金融紧缩。</p>
<p>加密货币</p>
<p>（CRCW）分析师本月初警告称，收益率上升可能会对比特币（BTC）和更广泛的市场造成压力。截至撰写时，比特币交易接近</p>
<p>76,800 美元</p>
<p>，在过去 24 小时内下跌 0.5%，并且从上周末的 82,000 美元以上回落。与此同时，股票连续第三个交易日下跌，纳斯达克指数下跌 1.25%。</p>

GBTC

BKKT

ARKB

<p>比特币徘徊在 77,000 美元附近，美国长期国债收益率达到 2007 年以来的最高水平，影响了风险资产。尽管第一季度面临挑战，收入下降至 2.436 亿美元，Bakkt 的股票在内部人士买入后飙升 19%。其他加密货币股票表现参差不齐，Coinbase 和 eToro 上涨，而 Robinhood 和 Gemini 下跌。30 年期国债收益率达到 5.186%，引发了对股票和加密货币的担忧，因为借贷成本上升</p>

<p>Crypto( CRCW )-related stocks opened mixed. Coinbase (COIN) and eToro (ETOR) posted modest gains while Robinhood (HOOD) and Gemini (GEMI) traded lower. Crypto( CRCW ) mining stocks were mostly in the red as well, with Cleanspark( CLSK ) standing out as one of the few gainers, up about 2%.</p>
<div class="lb-trans"><p>与加密货币（CRCW）相关的股票开盘表现不一。Coinbase（COIN）和 eToro（ETOR）小幅上涨，而 Robinhood（HOOD）和 Gemini（GEMI）则下跌。加密货币（CRCW）矿业股票大多处于下跌状态，Cleanspark（CLSK）是为数不多的上涨者之一，涨幅约为 2%。</p>
</div><p>One notable mover was Bakkt( BKKT/WS ) , which surged 19% in early trading after regulatory filings showed that director Michael Alfred’s investment vehicle bought roughly $4.85 million in company shares. The purchases came as Bakkt( BKKT/WS ) pushes deeper into stablecoin payments and digital asset infrastructure following its acquisition of Distributed Technologies Research, a firm focused on stablecoin and agentic payments systems. Bakkt( BKKT/WS ) shares traded near $10 before the opening bell after closing Monday at $8.72, though the stock remains far below its 52-week high of $49.79.</p>
<div class="lb-trans"><p>一个显著的动向是 Bakkt（BKKT/WS），在早盘交易中上涨了 19%，因为监管文件显示董事 Michael Alfred 的投资工具购买了大约 485 万美元的公司股票。这些购买发生在 Bakkt（BKKT/WS）在收购专注于稳定币和代理支付系统的 Distributed Technologies Research 后，进一步深入稳定币支付和数字资产基础设施的背景下。Bakkt（BKKT/WS）在开盘前的交易接近 10 美元，而周一收盘时为 8.72 美元，尽管该股票仍远低于其 52 周高点 49.79 美元。</p>
</div><p>Alfred’s buying follows a difficult first quarter for the company. Bakkt( BKKT/WS ) reported revenue of $243.6 million, down from $1.07 billion a year earlier, alongside a net loss of $11.7 million. CEO Akshay Naheta recently described the quarter as “the beginning of a new chapter,” as the company pivots toward stablecoin infrastructure through products such as Bakkt Markets and Bakkt Global.</p>
<div class="lb-trans"><p>Alfred 的购买是在公司经历了一个艰难的第一季度之后进行的。Bakkt（BKKT/WS）报告的收入为 2.436 亿美元，较去年同期的 10.7 亿美元下降，同时净亏损为 1170 万美元。首席执行官 Akshay Naheta 最近将这一季度形容为 “新篇章的开始”，因为公司通过 Bakkt Markets 和 Bakkt Global 等产品转向稳定币基础设施。</p>
</div><p>The 30-year Treasury yield just hit its highest in nearly two decades, flashing a fresh warning for stocks, cryptocurrencies and just about every other risk asset.</p>
<div class="lb-trans"><p>30 年期国债收益率刚刚达到近 20 年来的最高点，给股票、加密货币以及几乎所有其他风险资产发出了新的警告。</p>
</div><p>The yield rose to 5.186%, the highest since 2007, according to data source TradingView. It has added 20 basis points this month and over 50 basis points since the onset of the</p>
<div class="lb-trans"><p>根据数据来源 TradingView，收益率上升至 5.186%，为 2007 年以来的最高水平。本月已增加 20 个基点，自</p>
</div><p>Iran</p>
<div class="lb-trans"><p>伊朗</p>
</div><p>war in late February.</p>
<div class="lb-trans"><p>2 月底的战争以来，已上升超过 50 个基点。</p>
</div><p>The 10-year yield, widely seen as the benchmark rate, has jumped to 4.66%, the highest since</p>
<div class="lb-trans"><p>10 年期收益率，广泛被视为基准利率，已跃升至 4.66%，为</p>
</div><p>February 2025</p>
<div class="lb-trans"><p>2025 年 2 月</p>
</div><p>. At the same time, the two-year yield, which is sensitive to Fed interest rate expectations, has jumped to 4.11%, also the highest since</p>
<div class="lb-trans"><p>以来的最高水平。与此同时，敏感于美联储利率预期的两年期收益率已跃升至 4.11%，也是自</p>
</div><p>February 2025</p>
<div class="lb-trans"><p>2025 年 2 月</p>
</div><p>.</p>
<div class="lb-trans"><p>以来的最高水平。</p>
</div><p>Rising bond yields make &#34;safe&#34; assets such as government bonds pay more, so investors are disincentivized to take risks in other markets such as stocks, cryptocurrencies or even gold, which doesn't have an inherent yield.</p>
<div class="lb-trans"><p>收益率上升使得 “安全” 资产如政府债券的回报增加，因此投资者在股票、加密货币甚至黄金等其他市场中承担风险的意愿降低，因为黄金没有固有的收益。</p>
</div><p>The impact doesn't end there. Rising yields also raise borrowing costs across the economy, hurting future profits and making risky assets look less attractive.</p>
<div class="lb-trans"><p>影响并不仅限于此。收益率上升还提高了整个经济的借贷成本，损害未来利润，使得风险资产看起来不那么有吸引力。</p>
</div><p>Note that U.S. Treasury yields aren't the only ones rising. Japanese and U.K. government bond yields are seeing similar spikes, suggesting financial tightening across the advanced world.</p>
<div class="lb-trans"><p>请注意，美国国债收益率并不是唯一上升的。日本和英国的政府债券收益率也出现类似的激增，表明发达国家的金融紧缩。</p>
</div><p>Crypto</p>
<div class="lb-trans"><p>加密货币</p>
</div><p>( CRCW ) analysts warned early this month that rising yields could weigh on bitcoin (BTC) and the wider market. As of writing, bitcoin traded near</p>
<div class="lb-trans"><p>（CRCW）分析师本月初警告称，收益率上升可能会对比特币（BTC）和更广泛的市场造成压力。截至撰写时，比特币交易接近</p>
</div><p>$76,800</p>
<div class="lb-trans"><p>76,800 美元</p>
</div><p>, down 0.5% over the past 24 hours and down from above</p>
<div class="lb-trans"><p>，在过去 24 小时内下跌 0.5%，并且从上周末的 82,000 美元以上回落。与此同时，股票连续第三个交易日下跌，纳斯达克指数下跌 1.25%。</p>
</div><p>$82,000</p>
<p>late last week. Stocks, meanwhile, are lower for a third straight session, led by the Nasdaq's 1.25% decline.</p>

Live markets: Bitcoin hangs near $77,000 as interest rates continue surge, stocks continue slump

Fidelity

Grayscale Bitcoin Trust BTC - ETF

Bakkt

ARK 21Shares Bitcoin ETF

Fidelity Wise Origin Bitcoin Fund - ETF

Franklin Bitcoin ETF

ProShares Bitcoin Strategy ETF

Grayscale Bitcoin Miners ETF

Invesco Galaxy Bitcoin ETF

Bitwise Bitcoin ETF

WisdomTree Bitcoin Fund

iShares Bitcoin Trust ETF

VanEck Bitcoin ETF

2 倍做多 Coinbase ETF - Leverage Shares

2 倍做多 COIN ETF - GraniteShares

实时市场：随着利率持续上升，比特币维持在 77,000 美元附近，而股票市场继续下滑