Odaily星球日报讯 美国大选之后加密货币市场攀升，比特币本周创下约 93,500 美元的历史新高，摩根大通分析师概述了六项关键的监管和市场变化，这些变化可能会重塑唐纳德特朗普政府及其共和党领导的国会下的美国加密货币格局。分析师表示，几项搁置的加密法案可能会迅速获得批准。其中包括《21 世纪金融创新和技术法案》（ FIT21 ），该法案可以通过定义美国证券交易委员会和商品期货交易委员会的监督职责来提供急需的监管清晰度。此外，随着监管框架更加清晰，SEC 的执法力度加大的策略可能会演变为更具协作性的方法。他们表示，针对 Coinbase 等公司的高调诉讼可能会得到缓和、和解甚至撤销。美国证券交易委员会限制银行持有数字资产的《员工会计公告第 121 号》（SAB 121）可能会被废除。SEC 可能会要求解决有关未注册证券的诉讼，并要求为这些资产推出基于期货的 ETF，然后才能批准现货 ETF。这些因素可能会推迟新 ETF 的批准或需要重新备案。更清晰的监管可能会增加加密货币领域的风险投资、并购和首次公开募股。尽管战略比特币储备将大大增强比特币的合法性，并可能推高比特币的价格，但其通过的可能性较低。（The Block）

摩根大通：特朗普政府下加密货币监管或将迎来积极进展

Odaily Odaily News: Cryptocurrency markets climbed after the U.S. election, with Bitcoin hitting an all-time high of about $93,500 this week. JPMorgan analysts outlined six key regulatory and market changes that could reshape the U.S. cryptocurrency landscape under Donald Trump&#39;s administration and his Republican-led Congress. Analysts said several shelved crypto bills could be approved quickly. Among them is the 21st Century Financial Innovation and Technology Act (FIT21), which could provide much-needed regulatory clarity by defining the supervisory responsibilities of the U.S. Securities and Exchange Commission and the Commodity Futures Trading Commission. In addition, as the regulatory framework becomes clearer, the SEC&#39;s strategy of increasing enforcement may evolve into a more collaborative approach. They said high-profile lawsuits against companies such as Coinbase may be mitigated, settled or even withdrawn. The SEC&#39;s Staff Accounting Bulletin No. 121 (SAB 121), which restricts banks from holding digital assets, may be repealed. The SEC may require the settlement of lawsuits regarding unregistered securities and the launch of futures-based ETFs for these assets before it can approve spot ETFs. These factors could delay the approval of new ETFs or require re-filing. Clearer regulation could increase venture capital, mergers and acquisitions, and initial public offerings in the cryptocurrency space. Although a strategic Bitcoin reserve would greatly enhance Bitcoin&#39;s legitimacy and could potentially boost Bitcoin&#39;s price, the likelihood of its passage is low. (The Block)

JPMorgan Chase: Cryptocurrency regulation under the Trump administration may see positive progress

[Important News from Last Night and This Morning (November 13-14)]

Senator John Thune, who supports crypto legislation, will become the Senate Majority Leader next year

According to The Block, Senator John Thune, who has previously supported crypto-related bills, has been selected as the next Senate Majority Leader for the U.S. next year. The Republican from South Dakota was chosen in a closed-door meeting on Wednesday. Thune currently serves on the Senate Finance Committee, which oversees tax and revenue matters. In 2022, he co-sponsored a crypto bill called the "Digital Commodity Consumer Protection Act" with several other senators. The bill aims to establish a legal definition for digital commodities and place their trading under the jurisdiction of the Commodity Futures Trading Commission (CFTC). Thune also voted in May to support a measure aimed at overturning the SEC's Staff Accounting Bulletin 121 (SAB 121).

Crypto-supportive Cantor Fitzgerald CEO Howard Lutnick to vie for U.S. Treasury Secretary

According to Cointelegraph, Trump is selecting cabinet members for his incoming 2025 administration, and the Treasury Secretary position is currently being contested between Scott Bessent and Cantor Fitzgerald CEO Howard Lutnick. FOX Business reporter Eleanor Terrett stated that Bessent is "all but certain" to get the role. The asset manager who supports crypto assets is most likely to become the U.S. Treasury Secretary, alongside hedge fund manager John Paul Paulson. However, sources close to the process say Paulson has withdrawn from the cabinet selection due to what he called "complex financial obligations", and Lutnick has reportedly rushed in to vie for the Treasury Secretary position. Although the position remains undecided, both Lutnick and Bessent are crypto-friendly candidates who believe the industry will continue to exist and want the U.S. to foster the digital asset space. Lutnick's firm Cantor Fitzgerald has served as the custodian for Tether's treasury portfolio since 2021 and is set to become the custodian for Tether's bond portfolio in 2023. Lutnick has been a supporter of cryptocurrencies, having previously praised Tether and Bitcoin.

U.S. October Headline CPI YoY 2.6%, Core CPI YoY 3.3%, both in line with expectations

According to FX Street, the U.S. October Headline CPI YoY was 2.6%, matching the expectation of 2.6% and compared to the prior 2.4%. The U.S. October Core CPI YoY was 3.3%, in line with the expected 3.3% and the previous 3.3%.

Later, traders increased bets on the Fed cutting rates in December.

U.S. prosecutors: FTX co-founder Gary Wang opened 'back doors'

Important information last night and this morning (November 13-November 14)

Odaily Planet Daily Report: After the election day, the net inflow of funds into the U.S. spot <Bit>coin exchange-traded funds (ETFs) reached $4.7 billion. According to data compiled by foreign media, these 12 funds are from issuers such as BlackRock and Fidelity Investments, and their total assets have now reached about $94 billion. James Davies, CEO of the on-chain options and futures trading platform <XCH>, said: "All transactions are now purely speculative, and there is expected to be a lot of volatility and lack of clear signals in the near future, as we are waiting for the policy announcement from the U.S." Davies pointed out that $90,000 is a key indicator that needs to be closely watched to see if it can act as a "resistance level", or whether <Bit>coin can firmly stand above this level. Data from the <Deribit> exchange shows that one of the highest concentrations of <Bit>coin call option bets is at a strike price of $100,000. Outside of <Bit>coin, the second-largest token Ethereum and smaller tokens popular with retail investors such as Dogecoin saw mixed performance on Friday, consistent with traders reducing bets on the Federal Reserve cutting interest rates after Powell's comments, indicating a decline in market risk appetite. (Bloomberg)

Industry insiders: The crypto market is waiting for the direction of US policy, and high volatility may occur in the future

Odaily Planet Daily Report: Bitcoin has risen above $90,000, setting a new all-time high. Since the US election day, Bitcoin has accumulated a nearly 30% increase. After Trump regained the White House last week, investors are betting on a wave of deregulation and crypto-friendly policies. Dozens of congressional candidates supported by the Crypto Super PAC have won their campaigns, further boosting Bitcoin's momentum. Stocks and other tokens related to cryptocurrencies have also caught up with this rally. The stock price of Coinbase (COIN.O), which is embroiled in a legal dispute with the US Securities and Exchange Commission (SEC), soared this week. On Wednesday morning, the stock rose nearly 3%. The stock price of MicroStrategy (MSTR.O), a software intelligence company that has transformed into a Bitcoin purchasing entity, has also skyrocketed, currently up nearly 5%. The company is led by Bitcoin advocate Michael Saylor and currently holds approximately 279,420 Bitcoins, worth about $25 billion. (Jinshi)