比特币市值超越谷歌2100亿美元估值,加密股同步上涨

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比特币市值超越谷歌2100亿美元估值,加密股同步上涨

比特币市值已超越谷歌母公司Alphabet,成为全球第六大高价值资产,目前与亚马逊的差距仅剩几个百分点。

这一里程碑事件正值加密货币市场重燃乐观情绪之际——随着美国稳定币监管框架即将落地,Coinbase股价大幅飙升。市场动态与政策利好的双重刺激,正推动加密资产加速确立其主流宏观资产类别的地位。

周五早盘数据显示,比特币在106,000美元上方交易时市值达到2.13万亿美元,以微弱优势超越Alphabet的2.11万亿美元市值。目前全球资产排行榜上仅剩黄金、微软、英伟达、苹果和亚马逊位列比特币之前。受持续机构资金流入及”数字黄金”叙事推动,比特币年内涨幅已超40%,美国财政隐忧更强化了这一趋势。

比特币市值超越谷歌2100亿美元估值,加密股同步上涨 全球企业市值排行(数据来源:CompaniesMarketcap)

在比特币吸引全球目光的同时,加密概念股也迎来普涨。Coinbase股价因《GENIUS法案》在参议院以68-30票通过而飙升,该法案要求稳定币发行方必须保持全额储备并接受月度审计,被视为传统银行进军美元稳定币领域的政策绿灯,或将显著提升Coinbase通过USDC等稳定币业务获取的收益分成。

当前稳定币总市值已突破2570亿美元历史高位,年内增幅超20%。分析师认为监管明确性将成为行业持续增长的关键催化剂,同时有助于缓解市场对储备不透明和系统性风险的长期担忧。

本周其他加密关联股票亦同步走强:比特币持仓大户微策略(MicroStrategy)自上周五收盘以来上涨约4.5%;矿企中Marathon Digital上涨6%,Riot Platforms涨幅达5%,CleanSpark更在摩根大通调高目标价后暴涨20%。

尽管市场情绪高涨,质疑声依然存在。BitMEX前CEO Arthur Hayes指出Circle估值”严重虚高”,表明即便在普涨行情下,加密市场某些领域仍存在泡沫与可持续性争议。

展望后市,加密观察者正密切关注预计七月中旬进行的《GENIUS法案》众议院表决。虽然立法程序通常由众议院发起,但此类监管法案可由任一议院启动,因此参议院先行表决完全符合常规流程。若法案最终通过,将递交特朗普总统签署,后者已公开敦促立法机构”尽快锁定胜局”。

目前比特币市值距超越亚马逊(差距不足1750亿美元)登顶全球第五大资产仅一步之遥。Coinbase将于8月7日公布的新季报,也将揭示Shopify支付等新产品与监管明朗化对其营收的实际提振效果。

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