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美联储加息,CLARITY法案受阻,SEC支持代币化股票 | 本周回顾

2026-09-19 18:21:27
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Market review this week: The Federal Reserve restarts interest rate hikes, the Senate is blocked, and the SEC launches a five-year pilot of tokenization of U.S. stocks

In this week's weekly report, the Federal Reserve Board (Federal Reserve) raised interest rates for the first time since 2023; the CLARITY Act has stalled in the Senate; the U.S. Securities and Exchange Commission (SEC) has opened up a five-year path for tokenization of U.S. stocks.

Core Summary

  • The Federal Reserve raised its benchmark interest rate by 25 basis points to 3.75%-4%, and 16 of 18 officials predict at least one more rate hike in 2026.
  • The CLARITY Act failed to advance because the cloture motion vote was 50 - 49, failing to reach the 60-vote threshold required to start the debate.
  • The SEC granted eligible platforms a five-year conditional exemption to trade tokenized U.S. stocks.

The Federal Reserve raised interest rates for the first time since 2023

On September 16, the Federal Reserve raised its benchmark interest rate by 25 basis points to a range of 3.75%-4%. All 12 voting FOMC members supported the decision, while 16 of the 18 officials predicted at least one more rate hike before the end of 2026.

After the announcement, Bitcoin prices were close to US$76,000, but came under pressure from higher U.S. bond yields and a stronger U.S. dollar. In the past 24 hours, more than $540 million in bullish crypto asset positions have been cleared, while the U.S. spot Bitcoin ETF recorded a net outflow of more than $450 million on September 15.

《CLARITY法案》在参议院投票中未获通过

在终止辩论动议以50票对49票的结果失败后,参议院未能推进《CLARITY法案》,该结果距离启动辩论所需的票数门槛还差10票。该法案旨在在SEC和商品期货交易委员会(CFTC)之间划分数字资产的监管权。

谈判因政府道德规则、稳定币奖励、软件开发者保护以及事件合约的处理方式等问题而陷入僵局。投票后,Polymarket上关于该法案在2026年成为法律的概率从31%降至7%,尽管参议院领导人可能会尝试再次进行程序性投票。

SEC开辟代币化股票交易的五年路径

SEC授予有条件豁免,允许符合条件的场所通过许可的自动做市商和流动性池交易代币化的全国市场系统(NMS)股票,期限为五年。

平台必须确保代币持有者享有与传统股东相同的权利和特权。该框架还包括交易限制、公共智能合约以及协调的交易暂停机制,同时SEC已就可能的变更征求公众意见。

众议院推进加密货币税收与战略比特币储备法案

众议院筹款委员会以38比5的投票结果通过了《数字资产税收确定性法案》。该提案将为符合条件的加密货币网络和交易费用提供最高10美元的税收豁免。

该法案还涵盖稳定币、洗售交易、数字资产借贷、挖矿、质押以及经纪商报告等内容。获得委员会批准后,该提案有资格提交众议院全体会议表决,但两院需通过完全相同的立法文本,法案才能送交总统签署。

与此同时,众议院金融服务委员会也推进了一项建立“战略比特币储备”和“数字资产囤积”的立法。修订后的提案以28票对21票获得通过。存入拟议储备的比特币将设定最低20年的持有期。财政部和商务部还将研究无需借款、新增税收或赤字支出的预算中性购买方案。

CFTC向白宫提交加密市场框架

在《CLARITY法案》投票失败两天后的9月17日,CFTC向白宫信息与监管事务办公室提交了拟议的加密市场框架。

具体细节尚未披露,但CFTC主席Michael Selig曾指示员工利用机构现有权力准备相关规则。该提案必须在公开发布和征求公众意见之前,重新提交给委员会进行投票。

Circle推出Arc主网,USDC作为Gas费

Circle推出了Arc公共主网,使用USDC作为其Gas资产,结算时间不到一秒。该网络支持22种法币稳定币和代币化基金,包括BUIDL、USYC、JAAA和JTRSY。

初始验证节点包括贝莱德(BlackRock)、DTCC、Visa、Mastercard和渣打银行。Circle表示,在主网上线前,测试网已处理了超过7亿笔交易。

Coinbase基础设施连接数千家美国银行

Coinbase与Stablecore合作,使美国银行能够通过其现有系统提供加密货币交易、托管、质押和稳定币支付服务。

Stablecore的整合技术覆盖了超过3,000家银行和信用社,但这并不意味着所有这些机构都已与Coinbase签约。阿马里洛国家银行(Amarillo National Bank)是已参与的机构之一。

S&P Global同意收购OpenZeppelin

S&P Global同意以 undisclosed amount(未披露金额)收购区块链安全公司OpenZeppelin。OpenZeppelin将成为一个独立的业务部门,并继续维护其开源合约库。

OpenZeppelin已完成超过900次安全评估,使用其软件的合约支持的转账总额超过37万亿美元。此次收购紧随S&P Global本周早些时候参与Kaiko 1.1亿美元融资轮之后。

德意志银行计划推出机构级加密托管服务

德意志银行确认计划于2026年下半年推出数字资产托管服务,具体取决于监管和内部审批。初期支持的范围包括比特币、以太坊、USDC、EURC和EURAU。

该服务初期将专注于德国境内的机构和客户,包括资产管理人、对冲基金、经纪商和主权机构。德意志银行将通过热钱包和冷钱包系统管理客户钱包和私钥。

虚假AI交易教程窃取274.6 ETH

据TRM Labs称,推广AI驱动套利机器人的虚假YouTube教程窃取了274.6 ETH(价值约51.7万美元),受害者达224人。

九个视频引导用户访问被篡改的编译器,这些编译器将显示代码替换为恶意智能合约。受害者部署了234个合约,并通过他们批准的交易转移资金,中位数损失达到1 ETH。

Bitmine的以太坊持仓接近600万枚

Bitmine Immersion Technologies又购买了27,180枚ETH,截至9月13日,其持仓量升至5,956,378枚。该公司将该头寸估值近150亿美元。

Bitmine的金库约占以太坊报告总量1.22亿枚的4.9%,接近其5%的目标。该公司已质押了507万枚ETH,约占其持仓量的85%。

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